Parr Accounting Group

I wanted to write to you about an experience I have had with a client over the last six months in order to stay on top of this issue
*** *** called my office to discuss a single California property exchange into four Oregon propertiesdiscussed the rules of Section with *** ***, and quoted
him a price of $to prepare his income tax return I also reviewed his self-prepared tax return in which he came up with a $65K carry over California credit I informed him that this credit did not look correct.
*** verbally agreed to have my office prepare his income tax return, including the large exchangeI suggested that he drop off the final escrow statements and his income tax return so that my office could get all the details of the rentals and exchange into my tax program before the tax season rush
I feel that when *** *** dropped off this paperwork, he engaged my services to at least prepare enough of his income tax return to properly report the exchange My office input the California rental property depreciation information, as well as five other Oregon rentals already owned by *** *** I also prepared a detailed exchange worksheet, showing the deferred gain on the California property, and how this deferred gain was spread among the new Oregon properties.In the middle of March of 2016, my office received a phone call from *** *** stating that he was not going to be using our services for the preparation of his tax returnI then sent *** *** of bill for$for the time spent in getting his tax return ready to prepare, for consulting with him on his California tax issues, and for preparing the workpapers for his tax return I sent a copy of the worksheet with his bill. *** *** was not happy to receive a bill for the work that my office did on his behalf I have attached a copy of his letter to me in response to the billing.I have also attached my response to his complaint, with a reduction of $off the bill and a request to know if he was going to pay the bill,or whether Ishould contact my collection company.Lastly, I have attached a copy for the updated bill with *** *** threatening note to contact the Oregon Board of Accountancy if I cashed his payment of his bill.I did deposit his payment in my bank on April 14, I feel that *** *** engaged my services when he dropped off his prior tax return and final closing statements related to his exchangeMy office prepared that work in good faith*** *** then decided that *** *** would suffice in preparing his tax returnAs I explained in my letter to *** ***, I am willing to write off a portion of the first year time in working with a new client in order to help establish a lasting relationshipThis was not to be the case with *** ***.Please review the information I have provided and let me know what you thinkIf you feel that *** *** did not engage my services, and should not have been required to pay my bill, I will follow your advice and refund his payment.Thank you for your time in looking into this matterOnce again, I want to make sure that you have my full disclosure on this subject.***SUPPORTING DOCUMENTS REDACTED BY Revdex.com***