McAfee & Associates, CPA

I am responding to the issues raised the above referenced file numberFirst, to resolve the matter I mailed the information back to the gentlemen with the complaint on February 13, 2017, the first business day after receiving your letterI can provide copies of the confirmation receipt if you would likeAs stated in the complaint, I was engaged to provide tax services and the gentleman provided me with copies of his filings so that I could plan accordinglyWe had met in late NovemberI provided him with a tax planning document in December and that point I was of the understanding that I would be completing his tax return when the filings could be completed in February or thereafterHe had left me a voicemail in January regarding providing payroll servicesI do not provide payroll services and this was not a matter we had discussed when we metAlthough I should have responded with a phone call to indicate that, I did not feel that I misrepresented anything or not follow-through on any services I was engaged to completeHe did call back requesting his information be returnedWith my busy schedule at year-end I had not had a chance to do that yet, but that also should not have interfered with his ability to still complete everything in a timely and accurate fashion as you can see it was all resolved by February 13thAt no point did I receive any payments from the gentleman or had I requested any paymentsThank you, Louise A [redacted] , CPA

I am responding to the issues raised the above referenced file number. First, to resolve the matter I mailed the information back to the gentlemen with the complaint on February 13, 2017, the first business day after receiving your letter. I can provide copies of the confirmation receipt if you...

would like. As stated in the complaint, I was engaged to provide tax services and the gentleman provided me with copies of his 2015 filings so that I could plan accordingly. We had met in late November. I provided him with a tax planning document in December and that point I was of the understanding that I would be completing his tax return when the filings could be completed in February or thereafter. He had left me a voicemail in January regarding providing payroll services. I do not provide payroll services and this was not a matter we had discussed when we met. Although I should have responded with a phone call to indicate that, I did not feel that I misrepresented anything or not follow-through on any services I was engaged to complete. He did call back requesting his information be returned. With my busy schedule at year-end I had not had a chance to do that yet, but that also should not have interfered with his ability to still complete everything in a timely and accurate fashion as you can see it was all resolved by February 13th. At no point did I receive any payments from the gentleman or had I requested any payments. Thank you, Louise A. [redacted], CPA