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Peggy Galloway CPA

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Reviews Peggy Galloway CPA

Peggy Galloway CPA Reviews (4)

Thank you for the notification of a complaint filed by a client of my practice; however I find the items addressed in this complaint may not be quite accurate or fully disclosedPlease allow me to address items per this correspondence with your division: · Computer generated presentation: as a professional accounting firm, this is the industry standard for client tax preparation· The letter from the [redacted] Department of Revenue was not a result of my tax preparation services, but rather a new security/fraud tool enacted by the [redacted] Department of Revenue to insure that those taking deductions for unreimbursed over the road trucking expenses, did in fact actually incur those expensesIt is my understanding that the [redacted] Department of Revenue after the tax filing season, would randomly pull taxpayer's files and request independent third party statements (i.eletters from employers or contractors) stating that the taxpayer did in fact not get reimbursed for the said expenditures· Upon receiving a fax copy of Mr [redacted] ' [redacted] Department of Revenue letter, we advised Mr [redacted] that we were aware of the issuance of such letters and advised Mr [redacted] that we needed a letter from his employer regarding his over the road expenditures, and upon receipt of the employer letter from Mr [redacted] we would submit the letter to the [redacted] Department of Revenue on his behalfMy firm's handling of this matter would insure that we had copies of all correspondence regarding this matter, should it take more than one submission to the Revenue Department on Mr [redacted] ' behalfMy office received the employer letter dated May 5, We submitted the required information on Mr [redacted] ' behalf to the [redacted] Department of Revenue on May 19, 2015, utilizing first class mail via the United State Postal Service-mailing from the [redacted] ***, WV location· Mr [redacted] contacted my office on July 27, 2015, after receiving a 2nd notice from the [redacted] Department of Revenue regarding the tax issueHe advised my assistant he would email the letter to our officeAs of July 29, 2015, we had received no email from Mr [redacted] On August 3, 2015, Mr [redacted] contacted my office to see if we had received the email and attachmentsWe advised him no we had not, he stated he would then email againHe was quite rude to my assistant and wanted to know what was being done and why we had not forwarded copies to himMy assistant, advised him that our office protocol in situations such as this is to wait until final successful resolution of the matter and then forward the client all of the documentation thereby providing complete documentation of the matters to the client· Mr [redacted] contacted my office again on August 10, 2015, and again on August 12, accusing us of not taking any action on his behalf — Which was incorrectHe also wanted us to break with our protocol which has been in place for more than years and send him information before complete satisfactory resolution of tax matterWe advised Mr [redacted] that I had been in public practice for more than years, and in my experience it often takes more than one submission of information and documentation to resolve such issues —whether it be a matter of getting the information to the correct division, or mailing issues — and although not fair, nor as quick as we may wish, it has been known to take anywhere from to months to get similar issues successfully resolved in favor of the clientIf Mr [redacted] would be please be patient, and allow us to resolve this matter when we would send ALL information to him successfully resolvedMr [redacted] advised my assistant once again, he did not have the type of personality traits to believe us and allow us implement our protocol which has been successful for decadesMy assistant, very politely tried to reassure Mr [redacted] and make him feel confident in our professional services· Mr [redacted] contacted my office on September 2, 2015, stating that he had contacted the [redacted] Department of Revenue, and the person he spoke with could find no record of our information submissionHe was very rude and accusatory(However, Mr [redacted] never once stated he received a 3rd correspondence from the [redacted] Department of Revenue regarding this matter) My assistant asked him for the name of the person he spoke with so that we could check to see if that was the same person we had been referring with regarding this matterHe did not provide my assistant with a nameOnce again, my assistant politely tried to encourage him to trust our protocol and things would be resolved, and we would submit a second submission of the required documentation on his behalf-and to please be patient§ The information in question has been resubmitted and a copy of the original information has been to Mr [redacted] Sadly, I find it ironic that if Mr [redacted] felt the information was not submitted on his behalf; he had all the original letters and could have submitted the information himself if he did not trust us, as he told my assistant on September 2, I feel Mr [redacted] ' complaint was generated by the hold up in his refund, more than my firm not being professionalAlthough I do sympathize with Mr [redacted] , I also know that often times our government agencies, including tax and revenue agencies do in fact loose correspondence submitted to their divisionsMr [redacted] failed to mention in his complaint, that he has not been invoiced, nor paid for any of these after tax preparation servicesI am saddened to have a client this unhappy with my practiceMy employees and I attend more than hours of training and updates each yearI can proudly state that after being in practice for years my practice is still growing and I feel that is validation that my practice is known for being professional, fair, honest and reputable; but unfortunately no business open to the public can please everyone

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 only responding to the letter forwarded I do not see this as accepting or rejecting anything I am just responding That doesn’t seem to be an option on the Revdex.com form.First I would like to address communication The letter response to the Revdex.com FAR exceeds in quantity any prior communications with the [redacted] office One thing is true They noted I called repeatedly They never called me once on this matter As a customer should I have to leave my phone number each time I call? They never used it, they just acted like they didn’t have it (That’s confidence inspiring)They note that on May 19th they responded to the [redacted] Dept of Revenue I received no communication in this regards As the one being scrutinized you can understand my concern Wouldn’t it be nice to hold my hand a bit and say “Here’s what we did, here’s what you can expect..etc.”I received no communication whatsoever They note that my request for documentation was a HUGE breach of entrenched protocol Making it sound like something akin to the violation of an international treaty Gee, sorry.They make several references to my rudeness My own recollection is that my strongest, most pointed inquiry came after being informed by the state that they had received nothing I think it appropriate to be somewhat indignant after being assured repeatedly that the Peggy [redacted] office had everything under control Since they were so determined not to breach their protocol and mail me any copies, I had no evidence whatsoever that any action had even been attempted Just “trust me”.I have no idea what the reference to a 3rd correspondence is supposed to meanMs [redacted] says they asked for the name of the person I spoke to at the state That is incorrect Discussion of a particular individual never came up They never indicated that they were working with a particular person, only the vague bureaucracy of the state.Suggesting that I had all the original letters is incorrect because that is what I wanted copies of from their office (remember the Breach of Protocol)My complaint is not over the piddling $in question by the state My complaint is my being left in the dark with the state hanging over my head If it was a $traffic ticket I would want it paid and not left unresolved to become a larger problem down the road.Ms [redacted] failed to mention that I have repeatedly offered to pay additional for their extra time and effort They have declined to charge me and I wonder if it’s because they weren’t doing anything I’m not saying it’s so, it’s just a thought in my mind.Being assured of competence with no evidence cannot inspire confidence Regards, [redacted]

Thank you for the notification of a complaint filed by a client of my practice; however I find the items addressed in this complaint may not be quite accurate or fully disclosed. Please allow me to address items per this correspondence with your division: ·      ...

Computer generated presentation: as a professional accounting firm, this is the industry standard for client tax preparation. ·       The letter from the ** Department of Revenue was not a result of my tax preparation services, but rather a new security/fraud tool enacted by the ** Department of Revenue to insure that those taking deductions for unreimbursed over the road trucking expenses, did in fact actually incur those expenses. It is my understanding that the ** Department of Revenue after the tax filing season, would randomly pull taxpayer's files and request independent third party statements (i.e. letters from employers or contractors) stating that the taxpayer did in fact not get reimbursed for the said expenditures. ·       Upon receiving a fax copy of Mr. [redacted]' ** Department of Revenue letter, we advised Mr. [redacted] that we were aware of the issuance of such letters and advised Mr. [redacted] that we needed a letter from his employer regarding his over the road expenditures, and upon receipt of the employer letter from Mr. [redacted] we would submit the letter to the ** Department of Revenue on his behalf. My firm's handling of this matter would insure that we had copies of all correspondence regarding this matter, should it take more than one submission to the Revenue Department on Mr. [redacted]' behalf. My office received the employer letter dated May 5, 2015. We submitted the required information on Mr. [redacted]' behalf to the ** Department of Revenue on May 19, 2015, utilizing first class mail via the United State Postal Service-mailing from the [redacted], WV location. ·       Mr. [redacted] contacted my office on July 27, 2015, after receiving a 2nd notice from the ** Department of Revenue regarding the 2014 tax issue. He advised my assistant he would email the letter to our office. As of July 29, 2015, we had received no email from Mr. [redacted]. On August 3, 2015, Mr. [redacted] contacted my office to see if we had received the email and attachments. We advised him no we had not, he stated he would then email again. He was quite rude to my assistant and wanted to know what was being done and why we had not forwarded copies to him. My assistant, advised him that our normal office protocol in situations such as this is to wait until final successful resolution of the matter and then forward the client all of the documentation thereby providing complete documentation of the matters to the client. ·         Mr. [redacted] contacted my office again on August 10, 2015, and again on August 12, 2015 accusing us of not taking any action on his behalf — Which was incorrect. He also wanted us to break with our protocol which has been in place for more than 20 years and send him information before complete satisfactory resolution of tax matter. We advised Mr. [redacted] that I had been in public practice for more than 30 years, and in my experience it often takes more than one submission of information and documentation to resolve such issues —whether it be a matter of getting the information to the correct division, or mailing issues — and although not fair, nor as quick as we may wish, it has been known to take anywhere from 1 to 8 months to get similar issues successfully resolved in favor of the client. If Mr. [redacted] would be please be patient, and allow us to resolve this matter when we would send ALL information to him successfully resolved. Mr. [redacted] advised my assistant once again, he did not have the type of personality traits to believe us and allow us implement our protocol which has been successful for decades. My assistant, very politely tried to reassure Mr. [redacted] and make him feel confident in our professional services. ·         Mr. [redacted] contacted my office on September 2, 2015, stating that he had contacted the ** Department of Revenue, and the person he spoke with could find no record of our information submission. He was very rude and accusatory. (However, Mr. [redacted] never once stated he received a 3rd correspondence from the ** Department of Revenue regarding this matter) My assistant asked him for the name of the person he spoke with so that we could check to see if that was the same person we had been referring with regarding this matter. He did not provide my assistant with a name. Once again, my assistant politely tried to encourage him to trust our protocol and things would be resolved, and we would submit a second submission of the required documentation on his behalf-and to please be patient. §  The information in question has been resubmitted and a copy of the original information has been to Mr. [redacted]. Sadly, I find it ironic that if Mr. [redacted] felt the information was not submitted on his behalf; he had all the original letters and could have submitted the information himself if he did not trust us, as he told my assistant on September 2, 2015. I feel Mr. [redacted]' complaint was generated by the hold up in his refund, more than my firm not being professional. Although I do sympathize with Mr. [redacted], I also know that often times our government agencies, including tax and revenue agencies do in fact loose correspondence submitted to their divisions. Mr. [redacted] failed to mention in his complaint, that he has not been invoiced, nor paid for any of these after tax preparation services. I am saddened to have a client this unhappy with my practice. My employees and I attend more than 60 hours of training and updates each year. I can proudly state that after being in practice for 34 years my practice is still growing and I feel that is validation that my practice is known for being professional, fair, honest and reputable; but unfortunately no business open to the public can please everyone.

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 only responding to the letter forwarded.  I do not see this as accepting or rejecting
anything.  I am just responding.  That doesn’t seem to be an option on the Revdex.com
form.First I would like to address communication.  The letter response to the Revdex.com FAR exceeds in
quantity any prior communications with the [redacted]
office.  One thing is true.  They noted I called repeatedly.  They never called me once on this matter.  As a customer should I have to leave my phone
number each time I call?  They never used
it, they just acted like they didn’t have it.  (That’s confidence inspiring)They note that on May 19th they responded to the
** Dept of Revenue.  I received no communication
in this regards.  As the one being
scrutinized you can understand my concern.  Wouldn’t it be nice to hold my hand a bit and say “Here’s what we did,
here’s what you can expect..etc.”I received no communication whatsoever.  They note that my request for documentation was a HUGE
breach of entrenched protocol.  Making it
sound like something akin to the violation of an international treaty.  Gee, sorry.They make several references to my rudeness.  My own recollection is that my strongest,
most pointed inquiry came after being informed by the state that they had
received nothing.  I think it appropriate
to be somewhat indignant after being assured repeatedly that the Peggy [redacted]
office had everything under control.  Since they were so determined not to breach their protocol and mail me
any copies, I had no evidence whatsoever that any action had even been
attempted.  Just “trust me”.I have no idea what the reference to a 3rd correspondence is supposed to meanMs. [redacted] says they asked for the name of the person I
spoke to at the state.  That is
incorrect.  Discussion of a particular
individual never came up.  They never
indicated that they were working with a particular person, only the vague bureaucracy
of the state.Suggesting that I had all the original letters is incorrect
because that is what I wanted copies of from their office.  (remember the Breach of Protocol)My complaint is not over the piddling $300 in question by
the state.  My complaint is my being left
in the dark with the state hanging over my head.  If it was a $10 traffic ticket I would want
it paid and not left unresolved to become a larger problem down the road.Ms [redacted] failed to mention that I have repeatedly offered
to pay additional for their extra time and effort.  They have declined to charge me and I wonder
if it’s because they weren’t doing anything.  I’m not saying it’s so, it’s just a thought in my mind.Being assured of competence with no evidence cannot inspire
confidence. 
Regards,
[redacted]

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Address: 503 Galloway Rd, Bruceton Mls, West Virginia, United States, 26525

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