RE: Customer complaint - Case TD [redacted] Dear Revdex.com, This letter is in response to a customer complaint from M.r. [redacted]. Stadler & Company disagrees with some of the complaints from him. First, the instance where Mr. [redacted] recei ved his payroll...
late was due to a technical error. Stadler & Company apologized for the inconvenience and timely rectified the issue. In regards to bookkeeping and tax preparation, we had to ask Mr. [redacted] for the information either by email t)r phone call reminders. The information wasn't brought to us on a consistent basis. Stadler & Company was providing great customer service by ensuring Mr. .[redacted] didn 't miss deadlines with his tax preparation or bookkeeping. Per a phone conversation, Mr. [redacted] did not want us to file his 2014 corporate tax return. The 201 4 tax retW11 does not need redone, the work is complete based on the records provided to us. The return was ready for Mr. [redacted]'s signature by the cxtensio11 date of 911 512015 . In regards to his request for a refund of the 2015 fees, I do not see where Mr. [redacted] has grounds for a refund. Stadler & Company prepared his books for him upon receipt of the infonnation. Stadler & Compan y did provide Mr. [redacted] with a copy of hi.s 2014 tax return. Stadler & Company does not agree to pay the penalty and interest of $l ,407.84 because Mr. [redacted] did not provide us with all the information to prepare his 2014 tax return by the due date of 03/15/2015. Due to having incomplete information Stadler & Company filed an extension for Mr. [redacted]'s corporate tax return for 2014.
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
Stadler has still not provided a sufficient, detailed plan to refund the money and work owed. As this is now the 4th or 5th response I have rejected, I don't believe it is their intention to resolve this complaint, but rather just to drag out this process and waste more of my valuable time. From this response forward, I will add a fee for my time to answer any responses that do not suffice my original claim. No complaint will be resolved without addressing all points specifically, as well as any time needed to review and respond to any communication moving forward. My final demand includes: 1) A full refund of 2015 fees. 2) A full refund of 2014 fees OR a "filing copy" of 2014 return given to me to be reviewed by my current provider. 3) Full refund of penalty/interest owed from 2014, the specific value was noted in my original complaint OR free filing (filing must be accepted by IRS) of First Time Abatement by Stadler on my behalf AND refund of State penalty that cannot be waived. Stadler has already given an offer to return the state penalty money, nullifying their previous claim that they do not believe they owe penalty/interest money. If federal abatement is not granted by IRS, return of all interest and penalties in full will be expected.
Regards,
[redacted]
RE: Customer complaint - Case TD [redacted] Dear Revdex.com, This letter is in response to a customer complaint from Mr. [redacted]. Stadler & Company disagrees with some of the complaints from him. First, the instance where Mr. [redacted] received his payroll late was due to a technical error. Stadler & Company apologized for the inconvenience and timely rectified the issue. In regards to bookkeeping and tax preparation, we had to ask Mr. [redacted] for the information either by email t)r phone call reminders. The information wasn't brought to us on a consistent basis. Stadler & Company was providing great customer service by ensuring Mr. .[redacted] didn’t 't miss deadlines with his tax preparation or bookkeeping. Per a phone conversation, Mr. [redacted] did not want us to file his 2014 corporate tax return. The 201 4 tax retW11 does not need redone, the work is complete based on the records provided to us. The return was ready for Mr. [redacted]'s signature by the cxtensio11 date of 911 512015 . In regards to his request for a refund of the 2015 fees, I do not see where Mr. [redacted] has grounds for a refund. Stadler & Company prepared his books for him upon receipt of the infonnation. Stadler & Company y did provide Mr. [redacted] with a copy of his 2014 tax return. Stadler & Company does not agree to pay the penalty and interest of $l ,407.84 because Mr. [redacted] did not provide us with all the information to prepare his 2014 tax return by the due date of 03/15/2015. Due to having incomplete information Stadler & Company filed an extension for Mr. [redacted]'s corporate tax return for 2014. Sincerely Jordan M[redacted]Office Manager
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.While I'm glad that Stadler now acknowledges that they owe me a refund for 2015 tax return, I still believe there are unresolved issues within the complaint that need to be addressed. 1. A filing copy of 2014 tax return was never received. Per my new accountant, without this form, the tax return will have to be prepared again. Of course I would have to pay them to do that, even though I have paid Stadler to prepare 2014 already. To resolve this issue I would need a filing copy of 2014 return OR a refund of the money paid for 2014 return preparation. 2.The First Time Abatement filing only partially resolves the issue of the penalty assigned due to late filing. First off, filing for this status only protects me from what is owed to the IRS as the State of Indiana has no filing waiver for first time abatement. Secondly, it would take away the ability for me to ever file for this in the future. I believe that something should be provided to offset these actions.
Regards,
[redacted]
Customer Complaint [redacted] Dear Revdex.com, This letter is in response to Mr. [redacted]s response dated 10/26/2016. Stader & Company filed an extension each year for Mr. [redacted] because the intonation was not delivered timely. As a courtesy we called and emailed Mr. [redacted] to remind him of deadlines and due dates for his tax return. We understood he was a small business owner and was very busy so we tried to remind him of due dates as best we could. Mr. [redacted] did not provide his information timely. We had to ask Mr. [redacted] for his information each month. Rarely was this information given to us timely or voluntarily. For Mr. [redacted] to say we put our clients on the back burner is completely false. We treat all of our clients with the utmost respect. In addition the responsibility of filing a tax. return timely is ultimately on the taxpayer. The fact we had to ask for the information each month and email to remind him is proof of good customer service. Once again we had to ask for the information because it wasn't provided to us. Mr. [redacted] spoke with Chris at our office a11d stated he did not want us to file his 2014 corporate return because he wanted his new accountant to review it first. Per Mr. [redacted]s request Stadler & Company put together his books and records and left them at the front desk for him to pick up. The documents laid at our front desk for some time before Mr. [redacted] picked them up. In regards to the 2015 accounting fees, Stadler & Company will refund the accounting fees for 2015 of $1.296.00 due to not completing the work because Mr. [redacted] left and went elsewhere. In regards to the penalty and interest for 2014, Stadler & Company will ask for waiver of this penalty under First Time Abatement as a goodwill to the client. Stadler & Company is proposing these solutions because we want a resolution. Stadler & Company is not admitting to providing bad customer service or retracting any prior statements in the previous response. We simply want to take the correct course of action in order to establish a resolution.Thank You Jordan M[redacted]Office Manager
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
I will address each of Mr. M[redacted]’s points separately, as most of his statements are inaccurate. First, payroll preparation is a non-issue. The reason it was mentioned was to explain the original reason I chose to quietly, and without drama, move my business to another provider. For Mr. M[redacted] to suggest that I quit Stadler’s payroll service over ONE instance of payroll being late (he called it “an instance”) is completely asinine. I believe this was an attempt to paint me as an irrational person. There were at least a dozen instances of this in the years they prepared payroll for my company. I’m a very busy person, I would have rather left things how they were. However, I felt I had an obligation to my employees to ensure timely payment for their hard work. I severed ties with Stadler because of a culture of untimely or incorrect work. Mr. M[redacted]'s claims that information was not provided in a timely manner is completely false. My business tax filing was extended every year I was with Stadler. I believe this was so they could attract as much new business as they could in the height of the tax season, putting the people that had already paid for the year on the back burner. I have attached a screen shot of an email dated 4-7-15 (3 weeks after the "due date" of 3-15-15), which was the first correspondence I had with Stadler in regards to incomplete information in 2014. I had given Stadler my check register (as proven in this email dated 4-7-15) as well as all of my bank statements for 2014 sometime after the end of that year. Upon receipt of this email, I called Stadler and told them that all my statements were included with my register. They said they would look for them and let me know if they couldn’t find them. Stadler didn’t file an extension in March because I didn’t turn in my information in a timely manner, they hadn’t even began to work on the return until after that date. That’s why they didn’t realize until April that they were not in possession of all the needed documents. The next time there was discussion about 2014 taxes was an email from Whitney M** of Stadler (dated 9-14-15) telling me that they were still missing October, November and December 2014 statements. I don’t know how they found some of my statements and not all of them, but this was the case. I have also attached this email to my response. Please note that this email was submitted to me ONE DAY before the extended tax filing deadline of 9-15-15. Again, proving Mr. M[redacted]’s claims that I was the party being untimely as completely false. Another false statement is the claim that, per phone conversation, I asked Stadler not to file my 2014 taxes. If I were given a return, I would have signed it and returned it immediately. I was emailed a year earlier when my 2013 taxes were done for that year. I have attached a screenshot of this email. I signed and returned these taxes right away. I was never emailed a copy of the 2014 taxes as I was for 2013. I would like to know what date I asked not to file my taxes as I was still receiving correspondence from Stadler about my personal taxes as late as October 12, 2015 (attached), well after even the extended date to file taxes. If my taxes were complete, why didn’t they email them to me and how did their process change from emailing me the completed form one year earlier to just a phone call the next? I’m not asking for anything that I’m not entitled to. I was never given a filing copy for my 2014 taxes. If this was received, my current tax professional would not have told me that they couldn’t file my taxes for 2014 without it. For this reason, I have incurred late penalty and interest fees. Stadler was paid in full to prepare 2015 taxes and has not done one ounce of work for that year, as things had already gone south with this company and I chose to take my taxes to a company that would file them on time. If this is “great customer service” as Mr. M[redacted] claims is being provided by Stadler, I’m not sure what would constitute terrible customer service. This complaint has reached the Revdex.com because Stadler’s refusal to work with me or return my phone calls.
Regards,
[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
It appears that a new response wasn't given by Stadler. I still stand by my original claims and will not drop this case until the money that has been taken by Stadler is returned to me.
Regards,
[redacted]
RE: Customer complaint - Case TD [redacted] Dear Revdex.com, This letter is in response to a customer complaint from M.r. [redacted]. Stadler & Company disagrees with some of the complaints from him. First, the instance where Mr. [redacted] recei ved his payroll...
late was due to a technical error. Stadler & Company apologized for the inconvenience and timely rectified the issue. In regards to bookkeeping and tax preparation, we had to ask Mr. [redacted] for the information either by email t)r phone call reminders. The information wasn't brought to us on a consistent basis. Stadler & Company was providing great customer service by ensuring Mr. .[redacted] didn 't miss deadlines with his tax preparation or bookkeeping. Per a phone conversation, Mr. [redacted] did not want us to file his 2014 corporate tax return. The 201 4 tax retW11 does not need redone, the work is complete based on the records provided to us. The return was ready for Mr. [redacted]'s signature by the cxtensio11 date of 911 512015 . In regards to his request for a refund of the 2015 fees, I do not see where Mr. [redacted] has grounds for a refund. Stadler & Company prepared his books for him upon receipt of the infonnation. Stadler & Compan y did provide Mr. [redacted] with a copy of hi.s 2014 tax return. Stadler & Company does not agree to pay the penalty and interest of $l ,407.84 because Mr. [redacted] did not provide us with all the information to prepare his 2014 tax return by the due date of 03/15/2015. Due to having incomplete information Stadler & Company filed an extension for Mr. [redacted]'s corporate tax return for 2014.
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
Stadler has still not provided a sufficient, detailed plan to refund the money and work owed. As this is now the 4th or 5th response I have rejected, I don't believe it is their intention to resolve this complaint, but rather just to drag out this process and waste more of my valuable time. From this response forward, I will add a fee for my time to answer any responses that do not suffice my original claim. No complaint will be resolved without addressing all points specifically, as well as any time needed to review and respond to any communication moving forward. My final demand includes: 1) A full refund of 2015 fees. 2) A full refund of 2014 fees OR a "filing copy" of 2014 return given to me to be reviewed by my current provider. 3) Full refund of penalty/interest owed from 2014, the specific value was noted in my original complaint OR free filing (filing must be accepted by IRS) of First Time Abatement by Stadler on my behalf AND refund of State penalty that cannot be waived. Stadler has already given an offer to return the state penalty money, nullifying their previous claim that they do not believe they owe penalty/interest money. If federal abatement is not granted by IRS, return of all interest and penalties in full will be expected.
Regards,
[redacted]
RE: Customer complaint - Case TD [redacted] Dear Revdex.com, This letter is in response to a customer complaint from Mr. [redacted]. Stadler & Company disagrees with some of the complaints from him. First, the instance where Mr. [redacted] received his payroll late was due to a technical error. Stadler & Company apologized for the inconvenience and timely rectified the issue. In regards to bookkeeping and tax preparation, we had to ask Mr. [redacted] for the information either by email t)r phone call reminders. The information wasn't brought to us on a consistent basis. Stadler & Company was providing great customer service by ensuring Mr. .[redacted] didn’t 't miss deadlines with his tax preparation or bookkeeping. Per a phone conversation, Mr. [redacted] did not want us to file his 2014 corporate tax return. The 201 4 tax retW11 does not need redone, the work is complete based on the records provided to us. The return was ready for Mr. [redacted]'s signature by the cxtensio11 date of 911 512015 . In regards to his request for a refund of the 2015 fees, I do not see where Mr. [redacted] has grounds for a refund. Stadler & Company prepared his books for him upon receipt of the infonnation. Stadler & Company y did provide Mr. [redacted] with a copy of his 2014 tax return. Stadler & Company does not agree to pay the penalty and interest of $l ,407.84 because Mr. [redacted] did not provide us with all the information to prepare his 2014 tax return by the due date of 03/15/2015. Due to having incomplete information Stadler & Company filed an extension for Mr. [redacted]'s corporate tax return for 2014. Sincerely Jordan M[redacted]Office Manager
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.While I'm glad that Stadler now acknowledges that they owe me a refund for 2015 tax return, I still believe there are unresolved issues within the complaint that need to be addressed. 1. A filing copy of 2014 tax return was never received. Per my new accountant, without this form, the tax return will have to be prepared again. Of course I would have to pay them to do that, even though I have paid Stadler to prepare 2014 already. To resolve this issue I would need a filing copy of 2014 return OR a refund of the money paid for 2014 return preparation. 2.The First Time Abatement filing only partially resolves the issue of the penalty assigned due to late filing. First off, filing for this status only protects me from what is owed to the IRS as the State of Indiana has no filing waiver for first time abatement. Secondly, it would take away the ability for me to ever file for this in the future. I believe that something should be provided to offset these actions.
Regards,
[redacted]
Customer Complaint [redacted] Dear Revdex.com, This letter is in response to Mr. [redacted]s response dated 10/26/2016. Stader & Company filed an extension each year for Mr. [redacted] because the intonation was not delivered timely. As a courtesy we called and emailed Mr. [redacted] to remind him of deadlines and due dates for his tax return. We understood he was a small business owner and was very busy so we tried to remind him of due dates as best we could. Mr. [redacted] did not provide his information timely. We had to ask Mr. [redacted] for his information each month. Rarely was this information given to us timely or voluntarily. For Mr. [redacted] to say we put our clients on the back burner is completely false. We treat all of our clients with the utmost respect. In addition the responsibility of filing a tax. return timely is ultimately on the taxpayer. The fact we had to ask for the information each month and email to remind him is proof of good customer service. Once again we had to ask for the information because it wasn't provided to us. Mr. [redacted] spoke with Chris at our office a11d stated he did not want us to file his 2014 corporate return because he wanted his new accountant to review it first. Per Mr. [redacted]s request Stadler & Company put together his books and records and left them at the front desk for him to pick up. The documents laid at our front desk for some time before Mr. [redacted] picked them up. In regards to the 2015 accounting fees, Stadler & Company will refund the accounting fees for 2015 of $1.296.00 due to not completing the work because Mr. [redacted] left and went elsewhere. In regards to the penalty and interest for 2014, Stadler & Company will ask for waiver of this penalty under First Time Abatement as a goodwill to the client. Stadler & Company is proposing these solutions because we want a resolution. Stadler & Company is not admitting to providing bad customer service or retracting any prior statements in the previous response. We simply want to take the correct course of action in order to establish a resolution.Thank You Jordan M[redacted]Office Manager
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
I will address each of Mr. M[redacted]’s points separately, as most of his statements are inaccurate. First, payroll preparation is a non-issue. The reason it was mentioned was to explain the original reason I chose to quietly, and without drama, move my business to another provider. For Mr. M[redacted] to suggest that I quit Stadler’s payroll service over ONE instance of payroll being late (he called it “an instance”) is completely asinine. I believe this was an attempt to paint me as an irrational person. There were at least a dozen instances of this in the years they prepared payroll for my company. I’m a very busy person, I would have rather left things how they were. However, I felt I had an obligation to my employees to ensure timely payment for their hard work. I severed ties with Stadler because of a culture of untimely or incorrect work. Mr. M[redacted]'s claims that information was not provided in a timely manner is completely false. My business tax filing was extended every year I was with Stadler. I believe this was so they could attract as much new business as they could in the height of the tax season, putting the people that had already paid for the year on the back burner. I have attached a screen shot of an email dated 4-7-15 (3 weeks after the "due date" of 3-15-15), which was the first correspondence I had with Stadler in regards to incomplete information in 2014. I had given Stadler my check register (as proven in this email dated 4-7-15) as well as all of my bank statements for 2014 sometime after the end of that year. Upon receipt of this email, I called Stadler and told them that all my statements were included with my register. They said they would look for them and let me know if they couldn’t find them. Stadler didn’t file an extension in March because I didn’t turn in my information in a timely manner, they hadn’t even began to work on the return until after that date. That’s why they didn’t realize until April that they were not in possession of all the needed documents. The next time there was discussion about 2014 taxes was an email from Whitney M** of Stadler (dated 9-14-15) telling me that they were still missing October, November and December 2014 statements. I don’t know how they found some of my statements and not all of them, but this was the case. I have also attached this email to my response. Please note that this email was submitted to me ONE DAY before the extended tax filing deadline of 9-15-15. Again, proving Mr. M[redacted]’s claims that I was the party being untimely as completely false. Another false statement is the claim that, per phone conversation, I asked Stadler not to file my 2014 taxes. If I were given a return, I would have signed it and returned it immediately. I was emailed a year earlier when my 2013 taxes were done for that year. I have attached a screenshot of this email. I signed and returned these taxes right away. I was never emailed a copy of the 2014 taxes as I was for 2013. I would like to know what date I asked not to file my taxes as I was still receiving correspondence from Stadler about my personal taxes as late as October 12, 2015 (attached), well after even the extended date to file taxes. If my taxes were complete, why didn’t they email them to me and how did their process change from emailing me the completed form one year earlier to just a phone call the next? I’m not asking for anything that I’m not entitled to. I was never given a filing copy for my 2014 taxes. If this was received, my current tax professional would not have told me that they couldn’t file my taxes for 2014 without it. For this reason, I have incurred late penalty and interest fees. Stadler was paid in full to prepare 2015 taxes and has not done one ounce of work for that year, as things had already gone south with this company and I chose to take my taxes to a company that would file them on time. If this is “great customer service” as Mr. M[redacted] claims is being provided by Stadler, I’m not sure what would constitute terrible customer service. This complaint has reached the Revdex.com because Stadler’s refusal to work with me or return my phone calls.
Regards,
[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that the response would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
It appears that a new response wasn't given by Stadler. I still stand by my original claims and will not drop this case until the money that has been taken by Stadler is returned to me.
Regards,
[redacted]