McDaniel Tax and Administrative Services

Revdex.com:I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.[I am not satisfied with the business response for my complaintThe response is incorrectI have the orignal envelope of with both questions (Higher education/Business Expenses)For 2010, I replied with a NO for educationThe unreimbursed business expenses, were for my mileage to and from my job, any gas/ and or foodMr [redacted] insured me that these expenses were a write off for my taxes, in fact he provided a book to log all expenses and purchasesIn regards to the money, I never saw part of it as a refundIt paid for taxes that ere owed for a 401k withdrawalTherefore, no money was spentThe unreimbursed expenses for both years, exceed the amount of $5000kMy employee is local, and I did not take any over night trips where it required me to pay out of pocketI also have documentation given by an employee stating that they would be responsible for all of the late charges and penalites that have accrued since this issue has arisedI atleast want that, a check for the amount of late fees and penatliesMr [redacted] should know and remember that I have been down to his office to discuss this issue with him and his staff on numerous occassionsI can provide any documentation that is needed as well as the documents that Mr [redacted] asked me to provide to the IRS in order to get the debt down to the minimimI would like to settle this issue, with a check as mentioned above and be done with itI will take responsibility for signing, but I will NOT be responsible for the neglegence of Mr [redacted] and his staffIf needed, I will have my lawyer look into this furtherPlease note, I made several calls since I filed this complaint to the Revdex.com, and I never got a phone call and or email Regards, [redacted]

Mr [redacted] :In response to your complaint to the Revdex.com, I have the following statements and questions In researching your file, I do see the envelope where you dropped of the tax information There are two particular questions on that envelope that interest me Did you have higher education expense and Do you have medical expense or un-reimbursed employment expense are the two questions Both are answered yes I also have for and Forms that appear to be signed by you This form states that you have reviewed the tax return and that it appears to be correct and accurate to the best of your knowledge There are signed forms for the IRS and for the CA FTB for both and You signed and agreed that the returns were accurate four times Furthermore, the refunds that your complaint mentions were either direct deposited or a check was given to you for those amounts and either the money is still in YOUR account or YOU spent the money Neither me nor my company has the money or helped you to spend it At what point do you start to take some responsibility? My company can only prepare accurate returns if we are given accurate information Otherwise, the blame seems to lay elsewhere

Revdex.com:I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.[I am not satisfied with the business response for my complaint. The response is incorrect. I have the orignal envelope of with both questions (Higher education/Business Expenses). For 2010, I replied with a NO for education. The unreimbursed business expenses, were for my mileage to and from my job, any gas/ and or food. Mr. [redacted] insured me that these expenses were a write off for my taxes, in fact he provided a book to log all expenses and purchases. In regards to the money, I never saw part of it as a refund. It paid for 2009 taxes that ere owed for a 401k withdrawal. Therefore, no money was spent. The unreimbursed expenses for both years, exceed the amount of $5000k. My employee is local, and I did not take any over night trips where it required me to pay out of pocket. I also have documentation given by an employee stating that they would be responsible for all of the late charges and penalites that have accrued since this issue has arised. I atleast want that, a check for the amount of late fees and penatlies. Mr. [redacted] should know and remember that I have been down to his office to discuss this issue with him and his staff on numerous occassions. I can provide any documentation that is needed as well as the documents that Mr. [redacted] asked me to provide to the IRS in order to get the debt down to the minimim. I would like to settle this issue, with a check as mentioned above and be done with it. I will take responsibility for signing, but I will NOT be responsible for the neglegence of Mr. [redacted] and his staff. If needed, I will have my lawyer look into this further. Please note, I  made several calls since I filed this complaint to the Revdex.com, and I never got a phone call and or email.
 
Regards,[redacted]

Mr. [redacted]:In response to your complaint to the Revdex.com, I have the following statements and questions.  In researching your file, I do see the envelope where you dropped of the tax information  There are two particular questions on that envelope that interest me.  Did you have...

higher education expense and Do you have medical expense or un-reimbursed employment expense are the two questions.  Both are answered yes.  I also have for 2010 and 2011 Forms 8879 that appear to be signed by you.  This form states that you have reviewed the tax return and that it appears to be correct and accurate to the best of your knowledge.  There are signed forms for the IRS and for the CA FTB for both 2010 and 2011.   You signed and agreed that the returns were accurate four times.  Furthermore, the refunds that your complaint mentions were either direct deposited or a check was given to you for those amounts and either the money is still in YOUR account or YOU spent the money.  Neither me nor my company has the money or helped you to spend it.  At what point do you start to take some responsibility?  My company can only prepare accurate returns if we are given accurate information.  Otherwise, the blame seems to lay elsewhere.

Ms. [redacted]"I've received your complaint to the Revdex.com and researched why your returns were not filed and instead an extension was filed for you.  Maybe you don't recall this detail but you had changed banks from [redacted] to [redacted] and did not have the routing and...

account number needed for a direct deposit which you requested.  The return was put on hold pending this information on 4/12/14.  Since taxes are due on the 15th of April, an extension was efiled when we didn't hear from you in those three days.  I do not show records of further contact.  My call log only shows multiple hang ups from the telephone number that you had provided.  I apologize for the confusion.  The 2013 returns have since been filed.  As a courtesy, I am crediting your account the amount due for the extension and your balance will be 0. 
Thank you,
[redacted]

Review: The tax company was paid to file for my 2013 taxes which was done on April 12, 2014. I was billed at the time of the service for filing state and federal 2013. I later had a concern of why I never received my return and emailed the company in July 2014. [redacted] tax gave me a link to follow up on my tax return was all they gave me. After several attempts of calling the IRS today, I was informed that my 2013 taxes were never filed. Instead, an extension was filed on April 15, 2014 without my acknowledgement of this plan. It has been 8 months and I have not had any follow up calls for my 2013 taxes.

I have emailed the company and have also left them a phone message.

I have paid for the service that I thought was rendered on April 12, 2014. I have written documents of all of this.

I have requested for the taxes be completed and for a refund of what I had paid them for their incompleteness.Desired Settlement: I do not wish to continue any further service with this company so a refund would be ideal; check or refund return back to the card account.

Business

Response:

Ms. [redacted]"I've received your complaint to the Revdex.com and researched why your returns were not filed and instead an extension was filed for you. Maybe you don't recall this detail but you had changed banks from [redacted] to [redacted] and did not have the routing and account number needed for a direct deposit which you requested. The return was put on hold pending this information on 4/12/14. Since taxes are due on the 15th of April, an extension was efiled when we didn't hear from you in those three days. I do not show records of further contact. My call log only shows multiple hang ups from the telephone number that you had provided. I apologize for the confusion. The 2013 returns have since been filed. As a courtesy, I am crediting your account the amount due for the extension and your balance will be 0.

Review: This tax service added on extra forms in order to collect more money from completing my tax refund. The owner [redacted] lied about tax qualifications telling me I qualified for things I did not, resulting in me not only paying him more to file my taxes but now owing the IRS almost $2000.00. This same situation has happened to many more people including other members of my family and close friends who I recommended to this dishonest tax service not knowing of there notorious past.Desired Settlement: I feel that this tax service or the owner ([redacted]) should be held accountable for his dishonesty. People pay to get there taxes done by a professional because they do not understand how to do there own and this guy is definitely taking advantage of that. He should have to refund for the added on fees for false forms he has filed as well as have to pay the amount of money that people are now having to pay back to the IRS.

Review: My 2010 taxes were wrongfully prepared. I now owe the IRS. I have reached out to the company who prepared my taxes on May 21st, 2013 about this issue and was told a supervisor or someone would get back with me. I have heard nothing.Desired Settlement: For my 2010 tax preparation fee to be refunded.

Review: I would like to make a formal complaint about McDaniel Tax Services. My complaint like many others listed in the Revdex.com complaints is in regards to improper filing resulting in an audit and the level of service we received after attempting to contact them regarding the audit. Our 2011 return was audited like the complaint listed on 4/26/13, due to education expenses. I explained the situation to Mr. [redacted] who prepared my taxes and advised him my employer pays the majority of my tutition expenses. Mr. [redacted] wrote off the maximum deductions for education, which I have since discovered was inaccurate and should not have been deducted to this extent. As a result of the audit, it was accessed we owed over $2500 plus penatlies and interest. My husband and I reached out to owner and [redacted] many times for several months regarding this issue. We never received a return phone call and there were always promsies to call back that were never fulfilled. We did recieve one email repsonse saying that all I needed to do was to submit the tax document from my university and we would not be liable for this charge. This was not the case and should not have been deducted in the first place due to the employer paying the expense. I am only a consumer and know nothing of tax law or acceptable deductions and trusted a professional to be honest and transparent. I received no support in terms of dealing with the IRS to settle this matter or answer any of my questions regarding my 2011 filing. In reviewing Yelp, it appears many other unsuspecting peple have been audited and received little to no help from anyone in this office. This company shold not be allowed to do business due to their unethical and deceptive business practices.Desired Settlement: I would like to be refunded the cost of all tax preparation paid to McDaniel Tax Services, all penalities and cost associated with the audit.

Review: IRS Tax fraud, Lying to clients on their tax returns just look him up on yelp and all the people he has done this to. This is the worst tax business.Desired Settlement: I would like him to be accountable for his bad service and lies and pay the IRS my BILL!

Review: I [redacted] was referred to [redacted] Tax & Adminsitrative Services in 2010. I dropped my income tax information in the drop box that is provided in the door of the building. In an envelope provided by the business, I left my W-2 and other tax forms/information. I completely filled out the outside, stating that I had certain write offs. Come a year later, I ge a letter form the IRS stating that they were auditing my taxes for 2010. I went down to the office on numerous occassions asking why I was getting audited. It came to my attention, the [redacted] Tax Service, falisfied my tax information stating that I had over $5k in Unreimbursed Job Expenses, and that I attended school. This information was NOT true. (You can see that on the envelope provided). I called and left numerous times. Finally, he advised me to provide receipts for car repairs, cell phone bills, etc. We sent responding letter back to the IRS, only to have been told that they were not going to adjust the amount that was over paid to myself ($3072). Again, called and left messages for Mr. [redacted], he said that was going to respond with a letter to the IRS. We saw nothing, got no phone call on the status. At one point, an employee said that they would cover and write a check for the interest and penalty fees.. As of 1/27/15, my wages are being garnished because of [redacted] Tax Service. I called again on 1/27 and they said I would be getting a phone call back NLT Friday. The IRS informed me that the amount of $4100 is due and they are tax seasons 2010 and 2011. The same "unreimbursed job expenses" were claimed on my 2011 taxes for the same amount $5000. The result of his actions, there is levy in my name to garnish my weekly wages, and come time to file my 2014 taxes, the IRS will take my refund. This is unacceptable, and I have read other customers's reviews that the same thing has happend to them also. THIS IS UNACCEPTABLE AND THIS COMPANY SHOULD NOT BE ALLOWED TO BE IN BUSINESS!!!!Desired Settlement: I feel that [redacted] Tax Services sould be responsible for thier illegal actions and cut a check for the amount that is due to the IRS! No phone call, letter or apology will clear this matter. If needed, I will attempt to hire a lawyer to collect this money in small claims court.

Business

Response:

Mr. [redacted]:In response to your complaint to the Revdex.com, I have the following statements and questions. In researching your file, I do see the envelope where you dropped of the tax information There are two particular questions on that envelope that interest me. Did you have higher education expense and Do you have medical expense or un-reimbursed employment expense are the two questions. Both are answered yes. I also have for 2010 and 2011 Forms 8879 that appear to be signed by you. This form states that you have reviewed the tax return and that it appears to be correct and accurate to the best of your knowledge. There are signed forms for the IRS and for the CA FTB for both 2010 and 2011. You signed and agreed that the returns were accurate four times. Furthermore, the refunds that your complaint mentions were either direct deposited or a check was given to you for those amounts and either the money is still in YOUR account or YOU spent the money. Neither me nor my company has the money or helped you to spend it. At what point do you start to take some responsibility? My company can only prepare accurate returns if we are given accurate information. Otherwise, the blame seems to lay elsewhere.

Review: I have been going to [redacted] since 2007. I first started with him when he was employed with [redacted]. I made a leap of faith to go with [redacted] as he ventured out to open his own business. I was told by [redacted] at that time that the terms of our business arrangement would warranty the same provisions as I was entitled to through [redacted].

A tax examination was ordered by the IRS for 2010. I would like to make all parties aware of the background regarding this examination. When I received notice in December, I made numerous calls and sent numerous emails requesting guidance and support from Mc Daniel Taxes. I finally made my way to [redacted] who set up an appointment for me to come in and meet with [redacted]. I brought my lap top and every other thing I had to argue as to why these additional taxes were not owed. I met with [redacted] and proceeded to spend another four hours that day in a back office gathering every bit of information I was told I needed to support my case. Once this was gathered up I reconvened with [redacted], had him review and confirm that all possible evidence had been included. On that same day, I packaged this material up and sent it off to the IRS.

I am not blaming [redacted] for the additional taxes I owe. In all fairness, I was completely up front with him on every deduction that was made. His professional advice that I respected and had faith in was that every deduction that I took would be permitted. I was counseled by [redacted] and had confidence that these deductions were valid given the surrounding details that were disclosed.

Once the decision was officially made in April that I owed an additional $3200 in taxes including the $502.40. After many attempts, I was eventually granted contact with Mc Daniel Tax Administration. I reviewed the outcome and errors that surrounded my tax returns. I was then told by [redacted] (via email) that [redacted] Tax would be responsible for the penalties. I have now been contacted by [redacted] and am basically told this is not going to happen.

The above mentioned, in my opinion is an unfair way to conduct business. I have all necessary documentation to substantiate my claims.Desired Settlement: Payment of penalties for 2010 year tax adjustments of $502.40