Realty Financial Network

I did work with this accountant for two years to get my tax returns preparedThe second year, he received the information needed to complete my business tax return on March 26, and my personal return on April 9, It was understood that both returns would have extensions files for themIn
September we exchanged emails about the impending extension deadline on 10/Accountant did not get back to me with a long list of questions about my information until October 13, 2015, two days before the deadlineI responded with answers to all the questions the next day, October 14thOn October 20th, we spoke and I asked if the return could be completed and filed for the next day, October 19thHe said that his priority was completing sales tax filings for his other clients that were due on October 20th so they wouldn't incur penaltiesAt his point it was clear that I was not a priority client and the fact that I was already incurring a late filing penalty and interest wasn't a concern to himMy returns were filed but not until mid-November 2015, resulting in penalties totaling $336.41.I sought out a new accountant to complete my tax returnsAll of the returns were completed within two weeks and filed in a timely mannerAs a result I sent an email to *** *** explaining that I hired a new accountantBelow is a copy of that emailAs of today, I have sent $of the amount owed and the additional balance of $will be paid by August 1stI will not be taking out the penalties from this amount owed, even though I believe the reason why these penalties were incurred was for the lack of timeliness on *** *** part. ---------- Forwarded message ----------From: *** *** ***Date: Sun, Apr 10, at 2:PMSubject: follow-upTo: *** *** ***Hey ***Sorry, I was away last week and didn't have a chance to check on what happened to my email to youI had drafted an email to you but apparently it was still saved as a draft and did not go out.I decided to get a local CPA to complete my returns this yearAll of them have been filed alreadyAs you know, the process of getting everything completed last year took far too long and with everything on my plate, I needed to hire someone who would be able to complete my returns in a timely manner and make my business a priority.I know that I have an outstanding bill with youI can dig it up, but if you want to send it along again, that would be helpfulThanks.Best,*** - --------- Forwarded message ----------From: Liza Bertini Date: Sun, Apr 10, at 2:PMSubject: follow-upTo: Brian Lehrhoff Hey Brian:Sorry, I was away last week and didn't have a chance to check on what happened to my email to youI had drafted an email to you but apparently it was still saved as a draft and did not go out.I decided to get a local CPA to complete my returns this yearAll of them have been filed alreadyAs you know, the process of getting everything completed last year took far too long and with everything on my plate, I needed to hire someone who would be able to complete my returns in a timely manner and make my business a priority.I know that I have an outstanding bill with youI can dig it up, but if you want to send it along again, that would be helpfulThanks.Best,Liza ---------- Forwarded message ----------From: Liza Bertini Date: Sun, Apr 10, at 2:PMSubject: follow-upTo: Brian Lehrhoff Hey Brian:Sorry, I was away last week and didn't have a chance to check on what happened to my email to youI had drafted an email to you but apparently it was still saved as a draft and did not go out.I decided to get a local CPA to complete my returns this yearAll of them have been filed alreadyAs you know, the process of getting everything completed last year took far too long and with everything on my plate, I needed to hire someone who would be able to complete my returns in a timely manner and make my business a priority.I know that I have an outstanding bill with youI can dig it up, but if you want to send it along again, that would be helpfulThanks.Best,Liza

I did work with this accountant for two years to get my tax returns preparedThe second year, he received the information needed to complete my business tax return on March 26, and my personal return on April 9, It was understood that both returns would have extensions files for themIn
September we exchanged emails about the impending extension deadline on 10/Accountant did not get back to me with a long list of questions about my information until October 13, 2015, two days before the deadlineI responded with answers to all the questions the next day, October 14thOn October 20th, we spoke and I asked if the return could be completed and filed for the next day, October 19thHe said that his priority was completing sales tax filings for his other clients that were due on October 20th so they wouldn't incur penaltiesAt his point it was clear that I was not a priority client and the fact that I was already incurring a late filing penalty and interest wasn't a concern to himMy returns were filed but not until mid-November 2015, resulting in penalties totaling $336.41.I sought out a new accountant to complete my tax returnsAll of the returns were completed within two weeks and filed in a timely mannerAs a result I sent an email to *** *** explaining that I hired a new accountantBelow is a copy of that emailAs of today, I have sent $of the amount owed and the additional balance of $will be paid by August 1stI will not be taking out the penalties from this amount owed, even though I believe the reason why these penalties were incurred was for the lack of timeliness on *** *** part. ---------- Forwarded message ----------From: *** *** ***Date: Sun, Apr 10, at 2:PMSubject: follow-upTo: *** *** ***Hey ***Sorry, I was away last week and didn't have a chance to check on what happened to my email to youI had drafted an email to you but apparently it was still saved as a draft and did not go out.I decided to get a local CPA to complete my returns this yearAll of them have been filed alreadyAs you know, the process of getting everything completed last year took far too long and with everything on my plate, I needed to hire someone who would be able to complete my returns in a timely manner and make my business a priority.I know that I have an outstanding bill with youI can dig it up, but if you want to send it along again, that would be helpfulThanks.Best,*** - --------- Forwarded message ----------From: Liza Bertini Date: Sun, Apr 10, at 2:PMSubject: follow-upTo: Brian Lehrhoff Hey Brian:Sorry, I was away last week and didn't have a chance to check on what happened to my email to youI had drafted an email to you but apparently it was still saved as a draft and did not go out.I decided to get a local CPA to complete my returns this yearAll of them have been filed alreadyAs you know, the process of getting everything completed last year took far too long and with everything on my plate, I needed to hire someone who would be able to complete my returns in a timely manner and make my business a priority.I know that I have an outstanding bill with youI can dig it up, but if you want to send it along again, that would be helpfulThanks.Best,Liza ---------- Forwarded message ----------From: Liza Bertini Date: Sun, Apr 10, at 2:PMSubject: follow-upTo: Brian Lehrhoff Hey Brian:Sorry, I was away last week and didn't have a chance to check on what happened to my email to youI had drafted an email to you but apparently it was still saved as a draft and did not go out.I decided to get a local CPA to complete my returns this yearAll of them have been filed alreadyAs you know, the process of getting everything completed last year took far too long and with everything on my plate, I needed to hire someone who would be able to complete my returns in a timely manner and make my business a priority.I know that I have an outstanding bill with youI can dig it up, but if you want to send it along again, that would be helpfulThanks.Best,Liza

Complaint: [redacted]
I am rejecting this response because:Taxpayer sent a dishonored check from a closed account on 6/20/to pay for services that were provided in 2015."I am not happy" is not a defense for paying with a rubber check.Representative gave Taxpayer five business days to replace the dishonored check after notice from bank on 7/5/? As of 7/18/the replacement check has not? arrived? Taxpayer states "I mailed it but didn't get tracking."The only issue here is the dishonored check sent from a NJ LLC to pay a vendor
Regards,
[redacted]

Complaint: [redacted]
I am rejecting this response because:Taxpayer sent a dishonored check from a closed account on 6/20/16 to pay for services that were provided in 2015."I am not happy" is not a defense for paying with a rubber check.Representative gave Taxpayer five business days to replace the dishonored check after notice from bank on 7/5/16..  As of 7/18/16 the replacement check has not arrived.  Taxpayer states "I mailed it but didn't get tracking."The only issue here is the dishonored check sent from a NJ LLC to pay a vendor.
Regards,
[redacted]