Revdex.com: I have reviewed the response made by the business in reference to complaint ID# [redacted] , and have determined that my complaint has NOT been resolved because: I did indeed inform [redacted] that I was Government employee until March **, The exact details of my situation are:- January *, - March **, - US Government Employee stationed in [redacted] - April *, - December **, - Employed by the [redacted] in [redacted] ***, **At my appointment I told [redacted] this and that, because I was overseas with the military we needed to file a [redacted] tax return for those first three months, as I was technically a resident of that state That indicates we did discuss my job prior to joining the ** [redacted] was aware of this as well as I provided two separate pay statements: Wfrom the ***/ [redacted] and my income statement that the [redacted] provided me for April *, - December **, We then filed a federal return and two state returns ( [redacted] and [redacted] ***) When asked my occupation I told him that I was currently an [redacted] with the **, but was previously a US Government worker overseas in [redacted] , hence the need for two state returns and the overseas confusion.Therefore, it was quite clear that I was an employee of the US Government from January *, to March **, 2012.Also, the statement that the [redacted] is not [redacted] is also false Please visit [redacted] That is a [redacted] W2, they also handle payment for military members I find this argument especially insincere.Regarding the refund question, I have never stated that [redacted] said I would get a full refund I only asked for some form of compensation as I felt the error was RG Brenner's [redacted] advised during my meeting with him on January *, that they would amend my taxes as a courtesy, which I appreciate, but that he would follow up with management to determine if any other form of compensation was in order He never made a guarantee and I only reached out after several months of not hearing anything, but receiving repeated marketing emails asking me to return as a customer.If RG Brenner does not want to compensate me please just state that, I do not enjoy being told that I did not say things that I did.Thank you, [redacted] In order for the Revdex.com to appropriately process your response, you MUST answer the question above Sincerely, [redacted]
Revdex.com Complaint # ***Re: *** *** Dear *** ***, I have reviewed the complaint submitted by ***. *** *** contracted withR&G Brenner to prepare years’ worth of tax returns as she stated. Each individual receipt generated by R&GBrenner includes a
Client Engagement Agreement (“Agreement”), signed by ***, committing R&G Brenner to create the returns and committing *** to pay for them. *** ***signed all of the Agreements. Seeattached Agreement for tax year 2012. *** *** came to us on April ***, which is atthe end of the tax season, and thus is our busiest time. *** *** provided only some of her informationfor tax years and 2013. Section Aof the Agreement states, “client will timely provide complete, correct &organized information for the preparation of the tax return(s)”. *** *** was waiting on the rest of herpaperwork so he could create all the returns at the same time to ensureaccuracy. Any delays in creating ***’s tax returns were of her own making. When *** *** indicated she did not want us to prepare her returns Iagreed to void of the receipts, which I did not have to. We were and still are prepared to completethe tax return for *** *** as per the Agreement. *** *** is not due a refund. Technically R&G Brenner is entitled tothe full $but I believe we are being more than fair by voiding of the 3receipts. Sincerely, *** *** *** ***
Revdex.com: Complaint # ***Re: *** *** Dear *** ***, I have reviewed the complaint submitted by ***
***. *** ***’s taxreturn was prepared by our firm as he indicated. *** *** received a letter from the ***informing him that deductions on
form were being disallowed because *** is considered a government employee. *** *** came to our office on January *, with the letter anddiscussed this situation with *** ***, the person who prepared his taxes. During the original interview process to prepare his taxreturn, *** *** never informed *** *** that he was a governmentemployee. *** *** suggests that *** should have known he was a government employee because the *** **
*** (***) issued his W-2. However,his W-was not issued by the ***, it was issued by *** *** *
*** ***. Regardless, R&GBrenner associates only prepare tax returns based on information supplied tothe tax preparer by the client(s); they do not extrapolate or guess a clientsoccupation, nor are they allowed to. When *** *** asked *** *** what his occupation was, heresponded that he was an “***”, and that is the occupation that islisted on the tax return in question. *** *** also claims that *** *** offered him afull refund. This is incorrect for tworeasons: 1) *** *** has been with our company for 10+ years and *** ***knows very well that any issuance of refunds can only be authorized by the MainOffice2) If we determined that an RGB associate was at fault and compensationwas warranted, all potential refunds are issued as store credit as indicated onthe R&G Brenner Client Engagement Agreement that *** *** signed andagreed to. In conclusion, R&G Brenner stands behind the services weprovide; however we can only prepare a tax return and provide services based onthe information supplied by our clients. We do not guess or assume anything when it concerns someone’staxes. We do not know why *** ***did not specifically inform us he was a government employee at the time of hisinitial appointmentAccording to the information supplied by *** *** atthe time of his tax preparation, his tax return was prepared correctly. Therefore, any request for reimbursementsand/or refunds is improper and not warranted. Thank you *** *** *** ***
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# ***, and have determined that my complaint has NOT been resolved because:
They are lying.When I left my 2012,2013, and tax returns with *** *** at no time was I told that the electronic keypad I was signing was for payment whether they did my returns or not nor was I given any paperwork stating that fact at the time I signed.I would have never signed.I was told that I was signing for dollars for each year they complete.That was my first time there,I would have never signed if I was told I would still owe them even if they did no work.Why would I agree to pay someone even if they did not provide a service.I was told they would get in touch with me about my taxes that weekend nothing..I called on Monday I asked if they had started on my tax returns and I was told no nor was I told they needed anything that statement is a lieThats when I told them I would be in to pick my taxes up.They committed fraud by not letting me know this and held my papers for ransom..Who knows what they did with my electronic signature being that they never gave me any paperwork stating that when I signed.These are economic times ,I do not have money to give for no service done.There are plenty of tax preparers around that only will charge you if they do work.Why would I agree to pay regardless if they provide a service or not.Are they running a racket or just a deceitful ,dishonest buisness
In order for the Revdex.com to appropriately process your response, you MUST answer the question above
Sincerely,
*** ***
Revdex.com: Complaint # ***Re: *** *** Dear *** ***, I have reviewed the complaint submitted by *** ***. *** ***’s tax return was prepared byour firm as he indicated. *** *** receiveda letter from the *** informing him that self-employment taxes were
missingfrom the tax return. As a result he isrequired to pay taxes in the amount of $2,and penalties of $681. There was no negligence involved in his tax return. There are multiple ways to classify incomeand expenses on a tax return. After *** received his letter we had no less than tax preparers, including aCPA, review the tax return. *** ***
***, ***, believed that *** ** *** prepared the taxes correctly thefirst time, however after further discussing the issue with *** *** it wasconcluded that the *** was correct and *** *** does in fact owe the taxesand penalties. During the time we were investigating this incident, *** communicated to us that he was giving us a deadline to send him areimbursement for the taxes owed ($2,705), plus the penalties ($681) and his fee($150) for a total of $3,(I do not know how he arrived at a claim of$4,000) *** *** has also threatened to hire an attorney and sue us. As a result, on October **, 2014, I decidedto reimburse *** *** $(more than the penalties he was subjected to) inthe form of a credit certificate as per our Client Engagement Agreement (CEA)which *** *** signed and agreed to (see attached letter and CEA). R&G Brenner is not now or at any timeliable or responsible for any of our client’s personal tax liability (which wasalso agreed to by *** *** in the CEA) nor is he entitled to a full refund ofhis fee. In conclusion, R&G Brenner stands behind the services weprovide; a mistake was made, identified and according to our agreement weissues a reimbursement to *** ***. Thank you *** *** *** ***
Dear [redacted],R&G
Brenner utilizes a Client Engagement Agreement (CEA) to prevent the very
issues that [redacted] claims to be at the heart of this “disagreement”.
The CEA that [redacted] signed clearly lists the responsibilities of both
parties therefore I fail to see how or why any "additional explanation”
was warranted—[redacted] contracted R&G Brenner to prepare his tax return for
the agreed upon amount as per the first sentence of the CEA.It
appears [redacted] did not read the CEA that he signed. However, that is
not in anyway the fault of R&G Brenner. There are no “presumptions”
of what R&G Brenner’s & [redacted]’s responsibilities were in regards to
the preparation of his tax return according to the CEA.R&G
Brenner is only seeking what was agreed to. I am happy that [redacted] now agrees
to pay in full for the services already rendered to him. However, it is
clear from [redacted]’s response, that his sole intent is to attempt to damage
R&G Brenner’s online reputation & business due to failures on his part,
not R&G Brenner’s. R&G Brenner will explore other means to compel
[redacted] to remove his untruthful reviews. A receipt for the amount due
to R&G Brenner was sent to [redacted] on 10/**/15. As of today, [redacted] has not contacted us to remit payment.Sincerely,[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did not threaten anyone with a deadline or legal action, however the [redacted] and their representatives send me documentation encouraging me to file a civil suit against RG Brenner in which I am trying to avoid. Clearly that is what this will come to. I went to small claims court today, and I picked up the paperwork. If they do not want to negotiate, do the right thing, and protect your customer from negligence and instead think I would accept a certificate to come back to a place that wrongfully prepared my taxes, in which she just admit it through your email, clearly we both live in a different reality.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
[Your Answer Here]
[redacted],Please review the attached email response, which came from the President of this company in response to my poor reviews of his business. Rather than accept criticism, and rectify the issue; he chose to attack the customer with insults. If this company does not learn from their poor actions in this experience, they will continue to practice their bait, and switch advertising methods, and poor business practices.Please note that the link Louis provided, was not the advertisement that I saw. I have attached the promotion, which is devoid of the additional exclusions, which R&G Brenner hides from would-be customers.In regard to Louis's statement about being honored a promotion of equal value, the $99.00 limitation was also hidden, not clearly displayed on the original advertisement I have provided.I did not have a conversation with Louis, Louis was speaking at me, not with me, telling me 15 reasons why I was wrong, and had no interest in hearing what I had to say. His statements were irrelevant to my opinion, and so I politely asked him to stop speaking. I welcome Louis to provide the recorded phone call from start to finish, when I first called, and spoke to a representative, then when I was transferred to Louis.I have never claimed to be "entitled" to anything. I have simply stated that R&G Brenner is misleading customers with this advertisement, I have felt mislead, and unless they saw the flaw in their advertising that I would share my experience, and I have.Thank you for your time.Sincerely, [redacted] In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did indeed inform [redacted] that I was Government employee until March **, 2012. The exact details of my situation are:- January *, 2012 - March **, 2012 - US Government Employee stationed in [redacted]- April *, 2012 - December **, 2012 - Employed by the [redacted] in [redacted], **At my appointment I told [redacted] this and that, because I was overseas with the military we needed to file a [redacted] tax return for those first three months, as I was technically a resident of that state. That indicates we did discuss my job prior to joining the **. [redacted] was aware of this as well as I provided two separate pay statements: W2 from the [redacted]/[redacted] and my income statement that the ** provided me for April *, 2012 - December **, 2012. We then filed a federal return and two state returns ([redacted] and [redacted]). When asked my occupation I told him that I was currently an [redacted] with the **, but was previously a US Government worker overseas in [redacted], hence the need for two state returns and the overseas confusion.Therefore, it was quite clear that I was an employee of the US Government from January *, 2012 to March **, 2012.Also, the statement that the [redacted] is not [redacted] is also false. Please visit [redacted]. That is a [redacted] W2, they also handle payment for military members. I find this argument especially insincere.Regarding the refund question, I have never stated that [redacted] said I would get a full refund. I only asked for some form of compensation as I felt the error was RG Brenner's. [redacted] advised during my meeting with him on January *, 2015 that they would amend my taxes as a courtesy, which I appreciate, but that he would follow up with management to determine if any other form of compensation was in order. He never made a guarantee and I only reached out after several months of not hearing anything, but receiving repeated marketing emails asking me to return as a customer.If RG Brenner does not want to compensate me please just state that, I do not enjoy being told that I did not say things that I did.Thank you,[redacted]
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]
I will never file my taxes at R&G Brenner. In Rockland county with Linda Lopez again. I was audited by the state for two tax years 2013 & 2014. If anyone is living in Rockland county do not get your taxes done by Linda Lopez. You can be audited by Inappropriate tax preparing.
Review: I went to the [redacted] office of R&G Brenner early this year, asking for a quote of tax return. I was provided a quote ($500) by an accountant of the office, and was asked to sign a paper. I was only told that the signing will lock the price for me, but I wasn't explained I would be forced to pay even if I decided not to proceed with them.
Ultimately, I did the tax return this year by myself online. Recently, I received phone call and bill from R&G, asking me to pay the full price, which I think is very unreasonable because:
1. As mentioned above, I wasn't explained the liability of signing at all when I asked for the quote in the [redacted] office.
2. I only provided a portion of personal documents necessary for the tax return. Even if the accountant did some work based on the incomplete documents he had, the provided service wasn't complete. In addition, the return wasn't filed to IRS either.Desired Settlement: Billing adjustment.
Business
Response:
Re: [redacted]Dear [redacted],I am in receipt of the complaint by Jaiqing Wang dated
October *, 2015. [redacted] had his tax
return prepared in our [redacted] office on March *, 2015. [redacted] spent a considerable amount of time with
our CPA, [redacted]. At no time did Wang
indicate he only wanted an “estimate” of our services. In fact [redacted] prepared an entire tax
return for [redacted] which included (but not limited to) multiple W2s, multiple
1098s, Schedules A and E, Education Credits, and Child Tax. All of their income and personal information
was entered and scanned into the tax return. [redacted] then produced a tax summary to [redacted] to review (which is
only possible to produce when a tax return is near completion).[redacted] waited to hear back from [redacted] to see if he
wanted any changes, additions or if he had any questions as well as to receive
final payment in order to file his final tax return. We did not hear from [redacted] until we sent
him a bill for services rendered.I have had several communications via email with [redacted]. On September [redacted], I sent [redacted]
a copy of the Client Engagement Agreement he entered into (which is also
attached) showing that he engaged R&G Brenner to prepare his tax return. His response to me the same day was that he
wanted copies of this tax return. I
informed him that I will send him his tax return when he pays for [redacted]’s services.Based upon the amount of time spent with [redacted], the
amount of work [redacted] performed to prepare the return, and that [redacted]
signed our Client Engagement Agreement, it is impossible for [redacted] to claim
that he was only looking for a “quote”. Instead, [redacted] took the tax summary provided (which is only produced
after a completed tax return and would not have been supplied had he not
committed to our services) and used the tax expertise provided by an R&G
Benner CPA to prepare his own return for less money. In
other words, [redacted] broke the contract and essentially engaged in theft of our
professional services, yet somehow feels R&G Brenner is at fault for
insisting he pay for services he agreed to. I see that [redacted] would like a billing adjustment to
resolve this issue. [redacted] has not
only gone so far to complain to the Revdex.com, but has also left negative reviews on
other review sites like Yelp & Trustpilot. R&G Brenner has every intent of engaging
a collection agency to collect the fees for services rendered to [redacted] as
well as investigating theft of services & defamation claims with our
lawyers. However, R&G would be willing
to forgo these non-productive exercises by slightly adjusting the amount due
provided that [redacted] remove all negative reviews (and subsequently does not
repost these negative reviews) from all sites that he posted them on.Sincerely, [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I think our main disagreement is on whether [redacted] clearly explained to me the billing liability I would have after signing the agreement when I sat in their office.I felt sorry that [redacted] so strongly presumed it must be their customer's fault and it must be their customer distorting the facts when dealing with such a conflict of statement of facts. Actually when [redacted] wrote me an email earlier, he said 'I was not present during the interview process for [redacted] and cannot comment on whether it was fully explained to you.' Surprisingly, after a few months [redacted] became so certain that 'At no time did Wang indicate he only wanted an “estimate” of our services' or 'it is impossible for [redacted] to claim that he was only looking for a “quote”'. It looks like the adjustment of the bill is done simply because they want to show some mercy or save some trouble, which is totally unacceptable to me. Thus I want to reject their proposal of the adjustment. Instead I will pay the bill in the full amount, but I will not delete my reviews and I will continue to give reviews and complain on all possible online/offline sources. In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Review: RG Brenner of [redacted] completed my income tax return. As a result of inappropriate handling by **, the tax preparer and the office manager's poor supervision, the federal government audited me, and attempted to take me to federal court. After repeatedly having phone conversation with RG Brenner, where negligence was admitted repeatedly by the staff, the original preparer, his manager and a team that investigated, the company started ignoring my calls. I was promised the company would take financial responsibility for their mistake. Instead, I suffered a tremendous financial setback because of a company that considers itself to be a leader in the industry. I was left to drown by RG Brenner as I fought the government. The government suggested I take legal action, which I have proof of, but would like to avoid.Desired Settlement: I want the company to take financial responsibility for this incompetent negligence. I was told by several staff this would happen, but suddenly the company backpeddled and offered me a coupon. Unacceptable.
Business
Response:
Revdex.com: Complaint # [redacted]Re: [redacted] Dear [redacted], I have reviewed the complaint submitted by [redacted]. [redacted]’s 2012 tax return was prepared byour firm as he indicated. [redacted] receiveda letter from the [redacted] informing him that self-employment taxes were missingfrom the tax return. As a result he isrequired to pay taxes in the amount of $2,705 and penalties of $681. There was no negligence involved in his tax return. There are multiple ways to classify incomeand expenses on a tax return. After [redacted] received his letter we had no less than 3 tax preparers, including aCPA, review the tax return. [redacted]
[redacted], [redacted], believed that [redacted] prepared the taxes correctly thefirst time, however after further discussing the issue with [redacted] it wasconcluded that the [redacted] was correct and [redacted] does in fact owe the taxesand penalties. During the time we were investigating this incident, [redacted] communicated to us that he was giving us a deadline to send him areimbursement for the taxes owed ($2,705), plus the penalties ($681) and his fee($150) for a total of $3,536 (I do not know how he arrived at a claim of$4,000) [redacted] has also threatened to hire an attorney and sue us. As a result, on October **, 2014, I decidedto reimburse [redacted] $700 (more than the penalties he was subjected to) inthe form of a credit certificate as per our Client Engagement Agreement (CEA)which [redacted] signed and agreed to (see attached letter and CEA). R&G Brenner is not now or at any timeliable or responsible for any of our client’s personal tax liability (which wasalso agreed to by [redacted] in the CEA) nor is he entitled to a full refund ofhis fee. In conclusion, R&G Brenner stands behind the services weprovide; a mistake was made, identified and according to our agreement weissues a reimbursement to [redacted]. Thank you [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did not threaten anyone with a deadline or legal action, however the [redacted] and their representatives send me documentation encouraging me to file a civil suit against RG Brenner in which I am trying to avoid. Clearly that is what this will come to. I went to small claims court today, and I picked up the paperwork. If they do not want to negotiate, do the right thing, and protect your customer from negligence and instead think I would accept a certificate to come back to a place that wrongfully prepared my taxes, in which she just admit it through your email, clearly we both live in a different reality.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Review: I brought my 2010 taxes to R&G Brenner to be amended. I received the amended documentation from them. The amended documentation included my federal (amended) tax return, state (amended) tax return, and a letter from R&G Brenner directing me what to do next. In that letter, I was only directed to send a check to the IRS for my federal tax return, but there was no mention of what I needed to do for my amended state tax return. As professionals, R&G Brenner should've directed me, completely and thoroughly, as to how I should proceed. That is their professional responsibility. They did not do that.Desired Settlement: As a result, New York State has been charging me interest for not paying the 2010 amended state tax. Lo and behold, I receive a notice from the New York State Tax and Finance Department stating that I owe the amended amount PLUS the interest. Since R&G Brenner did not do their job thoroughly and completely, I was unaware that I owed New York State money. I am mandating that R&G Brenner reimburse me for the interest paid to the state. I already paid my amended taxes to New York State. I have all necessary documentation providing that I paid New York State and that R&G Brenner is at fault for not directing me thoroughly and completely.
Business
Response:
Dear [redacted],
This is in reply to the above complaint from [redacted]. [redacted]
claims that he was only instructed to mail his federal return and not properly
instructed to mail his NY State return as well. This is not correct.
Attached please find a pdf. that contain 3 pages. They are:
1) The R&G Brenner coversheet attached to all client copies for 2010 tax
returns
2) Federal Instruction Sheet indicating the amount of tax liability due with
corresponding mailing address and instructions that was printed with [redacted]
[redacted]'s tax return copies
3) NY State Instruction Sheet indicating the amount of tax liability due with
corresponding mailing address and instructions that was printed with [redacted]
[redacted]'s tax return copies
The first four pages of [redacted]'s tax copies consist of 1) The R&G Brenner
coversheet, 2) The R&G Brenner Privacy policy as mandated by law 3) The
Federal Instruction Sheet 4) The NY State Coversheet. The first line of
the R&G Brenner coversheet states to the client: "Review all tax forms
carefully before signing".
In conclusion, R&G Brenner provided all necessary information for [redacted]
[redacted] to file his tax returns on time. He followed the provided
instructions for his federal return, but apparently did not read past the 3rd
page. Had he followed the instructions to review his tax return(s), he
would have seen the NY State tax return processing instructions on the very next
page. No refunds or reimbursements are warranted in this case.
Thank You,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me and the matter has been resolved.
Review: My husband and I recently received a tax bill for a W-2 that was apparently not included in our return from 2012 that R&G Brenner prepared for us. We gave the W-2 (one of several) to our tax preparer, but he carelessly failed to include it. We recently received a $500 bill from the IRS. We requested a refund of our 2012 fee paid for tax services (nearly $500), but were told that the best we could do was get our $18 penalty fee repaid. After complaining, R&G agreed to give us $50 towards the bill, but we were then told that it would be a credit only, to be used toward next year's tax services. There is absolutely no way we will be using R&G again after such a careless mistake on their parts, despite having gone there for the past 8 years, so their credit is useless.If we wanted to submit an inaccurate return, we could have done our own taxes and saved the pricey fee we paid.Desired Settlement: We demand to have our entire 2012 tax services fee that we paid ($485) to be refunded via check for unsatisfactory services rendered.
Business
Response:
[redacted], I apologize for the delay in responding. I have been out of the office, I am returning on July [redacted] and I will address this upon my return.
Sincerely,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
R&G Brenner's response makes clear that they do not stand behind their work despite their statement to the contrary in the response and in Clause U of the PDF document they attached. Although the IRS' penalty fee is just $18, it is unconscionable that R&G Brenner charged us $485 for their shoddy tax preparation. Because of their most basic error (omitting a W-2), we ended up owing the IRS $520 for tax year 2012; we did not find out about this error until more than one year after the return was filed. I do not accept that R&G Brenner offering us a $50 credit towards next year's return is generous because it is clearly useless as only a fool would return to them given the enormity of their error.
I would also like to mention that we first contacted R&G Brenner on May **, 2014 via phone, as soon as we received the letter from the IRS, and followed up with an email on May **, 2014. It was incredibly difficult to receive a response from them, as they clearly hoped we would lose interest in this case since they are clearly in the wrong.
Furthermore, R&G Brenner's argument regarding the painter is irrelevant. A manual labor job cannot be compared to tax preparation. We paid a high price for a service requiring a high skill level. This service was not delivered; therefore, R&G Brenner should refund the entire amount we paid to them via check. This is the only way to show that they truly stand behind their work, as they claim.
Thank you for your time.
Sincerely,
Business
Response:
Dear [redacted],
The flaw in [redacted]’s argument is that she believes she
did not have to pay the $520 on taxes.
She believes her tax liability only exists because the W2 was left off
the return. She does not understanding
that she ALWAYS owed the $520, which if the in original W2 was included in the
tax return would have reduced their refund of $2,996 to $2,471. As a result of the W2 missing from the
original return she was assessed $18 in interest which we will cover.
[redacted] can you please explain this to [redacted],
apparently we are unable to make [redacted] understand this. The law is clear, the party who incurs the
tax liability is the party responsible to pay for it.
Sincerely,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because
My argument is that R&G Brenner needs to refund our 2012 tax preparation fee of $485. We paid a high price for their expertise, expecting our return to be completed properly and a basic error derailed the entire return. I have not asked R&G to pay our taxes for us at any point. But a company that stands behind their work would refund the tax preparation fee.
Regards,
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Review: Thank You, My name is [redacted] I went to this tax office on Febuary [redacted], 2013 and filed my taxes. I work with a lady by the name of [redacted] gave her all my papers and all the information she asked for. So when she was done she said one check would be three thousand and change and the other would be four thousand and change. That was fine Today August 2013 I have not received any monies any check or nothing. I called IRS and was told the checks were sent to the place were I filed. IRS said they routed it to the R&G Brenner bank account. I then reached back to R&G they gave me a women's name and address that lives here in Brooklyn not far from me and told me to go to her for my money. I am not going to do that I don't know that women or anything about what's going on there especially if they got a check that don't belong to them. I have two small children to care for. I need to know how to go about getting what's mine and if anyone has done something wrong they should be punished. Thanks again.Desired Settlement: I would like to get back what's mine. And if anyone has done something illegal they should be punished.
Business
Response:
Dear [redacted],
My name is [redacted] and I am [redacted]
of R&G Brenner Income Tax (RGB), based in [redacted]. Let me start by stating that R&G Brenner
NEVER receives client’s refund checks.
It is illegal for us to divert a client’s refund to any of our business
or personal accounts.
[redacted] elected to receive a Refund Anticipation Check
processed through Advent bank. By
selecting this option [redacted]’s tax refund would be delivered to her minus
the fee charged for the tax preparation and any other associated bank fees. This method allows for our clients to have
their tax returns prepared without any out-of-pocket expenses.
RGB acted as a 3rd party facilitator between Advent
bank and [redacted]. While we inform
our clients of all filing options, our preferred filing method is direct
deposit via electronic filing. This
method requires the client to pay for their tax return in full before we
transmit their return to government agencies.
However, not all tax filers have the luxury of paying for their return
in full before they received their tax refund.
As you can see by the attached documents, [redacted] signed
the Application for Tax Refund Deposit page which clearly has the bank account
and routing numbers on it. [redacted]
was asked to double-check all the information prior to signing off on this
document. Furthermore, [redacted]
signed a Client Engagement letter (CEL), which is also attached. As per clause (s) she agreed that RGB will not be held responsible for incorrect
account information.
I have been in both verbal and email communication with [redacted]. I explained to her that since
the tax refunds for both the IRS and NY State are legally hers, she must sue
the person who accidentally received—and who refuses to return—her refund. I
informed [redacted] that I, or a representative of RGB will attend the court
cases with her and provide any and all documents showing how [redacted]’s tax
refunds were deposited into another taxpayers account. Since RGB has no legal rights to these
refunds, we cannot sue on her behalf. Please see the attached email I sent [redacted] explaining how to initiate these court cases.
It is a very unfortunate incident, and RGB will do all that
it can to assist [redacted]. However,
[redacted] must understand that she signed documents approving the routing and
bank account for her refunds. Please
communicate to [redacted] that we still wish to assist her in recovering her
refunds.
Sincerely,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I never signed any papers regarding my routing or bank account number. This was their mistake and I should not have to be penalized for wanting my money back.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Review: RG Brenner performed my taxes for the 2012 year, which included 3 months of overseas employment as a [redacted] civilian. I advised them I was overseas as a civilian and provided them with my W2 from the [redacted]. My tax adviser improperly counted this overseas employment as falling under the foreign earned income exclusion, which it should not have as I was employed by the US Government. This led to me paying too little taxes, which I then had to have corrected and paid late. This resulted in penalties and interest beyond my tax burden.Desired Settlement: I feel that since the error was RG Brenner's that a refund for my tax services or reimbursement of my penalties and interest charges would be reasonable. Many large companies offer this.
Business
Response:
Revdex.com: Complaint # [redacted]Re: [redacted] Dear [redacted], I have reviewed the complaint submitted by [redacted]
[redacted]. [redacted]’s 2012 taxreturn was prepared by our firm as he indicated. [redacted] received a letter from the [redacted]informing him that deductions on form 2555 were being disallowed because [redacted] is considered a government employee. [redacted] came to our office on January *, 2015 with the letter anddiscussed this situation with [redacted], the person who prepared his taxes. During the original interview process to prepare his 2012 taxreturn, [redacted] never informed [redacted] that he was a governmentemployee. [redacted] suggests that [redacted] should have known he was a government employee because the [redacted]
[redacted] ([redacted]) issued his W-2. However,his W-2 was not issued by the [redacted], it was issued by [redacted]
[redacted]. Regardless, R&GBrenner associates only prepare tax returns based on information supplied tothe tax preparer by the client(s); they do not extrapolate or guess a clientsoccupation, nor are they allowed to. When [redacted] asked [redacted] what his occupation was, heresponded that he was an “[redacted]”, and that is the occupation that islisted on the tax return in question. [redacted] also claims that [redacted] offered him afull refund. This is incorrect for tworeasons: 1) [redacted] has been with our company for 10+ years and [redacted]knows very well that any issuance of refunds can only be authorized by the MainOffice. 2) If we determined that an RGB associate was at fault and compensationwas warranted, all potential refunds are issued as store credit as indicated onthe R&G Brenner Client Engagement Agreement that [redacted] signed andagreed to. In conclusion, R&G Brenner stands behind the services weprovide; however we can only prepare a tax return and provide services based onthe information supplied by our clients. We do not guess or assume anything when it concerns someone’staxes. We do not know why [redacted]did not specifically inform us he was a government employee at the time of hisinitial appointment. According to the information supplied by [redacted] atthe time of his tax preparation, his tax return was prepared correctly. Therefore, any request for reimbursementsand/or refunds is improper and not warranted. Thank you [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did indeed inform [redacted] that I was Government employee until March **, 2012. The exact details of my situation are:- January *, 2012 - March **, 2012 - US Government Employee stationed in [redacted]- April *, 2012 - December **, 2012 - Employed by the [redacted] in [redacted], **At my appointment I told [redacted] this and that, because I was overseas with the military we needed to file a [redacted] tax return for those first three months, as I was technically a resident of that state. That indicates we did discuss my job prior to joining the **. [redacted] was aware of this as well as I provided two separate pay statements: W2 from the [redacted] and my income statement that the ** provided me for April *, 2012 - December **, 2012. We then filed a federal return and two state returns ([redacted] and [redacted]). When asked my occupation I told him that I was currently an [redacted] with the **, but was previously a US Government worker overseas in [redacted], hence the need for two state returns and the overseas confusion.Therefore, it was quite clear that I was an employee of the US Government from January *, 2012 to March **, 2012.Also, the statement that the [redacted] is not [redacted] is also false. Please visit [redacted]. That is a [redacted] W2, they also handle payment for military members. I find this argument especially insincere.Regarding the refund question, I have never stated that [redacted] said I would get a full refund. I only asked for some form of compensation as I felt the error was RG Brenner's. [redacted] advised during my meeting with him on January *, 2015 that they would amend my taxes as a courtesy, which I appreciate, but that he would follow up with management to determine if any other form of compensation was in order. He never made a guarantee and I only reached out after several months of not hearing anything, but receiving repeated marketing emails asking me to return as a customer.If RG Brenner does not want to compensate me please just state that, I do not enjoy being told that I did not say things that I did.Thank you,[redacted]
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Review: I provided documents to get my income taxes done for 2012,2013 &2014 on April **, 2015 and provided all my informationto R&G BRENNER Senior Tax Preparer [redacted].I was told each year would cost $300.00 to do and to check my E-mail the next day and he would look at them.I checked my E-mail for four days and there was nothing.I called the office on Sunday and was told [redacted] did not work on Sunday.On Monday April **,2015 I spoke with [redacted] and inquired about my paperwork.He stated that he had not looked at them nor did any work on them at which time I told him I would be to pick up my documents .He stated that would be fine.I go to the office on April **,2015 and ask for my documents at which time I am told I cant get them because I owe $300.00 for 2012 tax year.I pay them so I can get my documents.I the ask for the prepared document for the year 2012 and ther was none.I was the given a paper with my signature on it that I never seen before.When I dropped off my documents I signed an electronic signature pad three times and was told that was for each year that they would be doing at which time I received three receipts and nothing else.No work was done .No taxes were processed and if I would not have paid I would not have my documents in hand..Desired Settlement: I would like a complete refund and apology.
Business
Response:
Revdex.com Complaint # [redacted]Re: [redacted] Dear [redacted], I have reviewed the complaint submitted by [redacted]. [redacted] contracted withR&G Brenner to prepare 3 years’ worth of tax returns as she stated. Each individual receipt generated by R&GBrenner includes a Client Engagement Agreement (“Agreement”), signed by [redacted], committing R&G Brenner to create the returns and committing [redacted] to pay for them. [redacted]signed all 3 of the Agreements. Seeattached Agreement for tax year 2012. [redacted] came to us on April [redacted], which is atthe end of the tax season, and thus is our busiest time. [redacted] provided only some of her informationfor tax years 2012 and 2013. Section Aof the Agreement states, “client will timely provide complete, correct &organized information for the preparation of the tax return(s)”. [redacted] was waiting on the rest of herpaperwork so he could create all the returns at the same time to ensureaccuracy. Any delays in creating [redacted]’s tax returns were of her own making. When [redacted] indicated she did not want us to prepare her returns Iagreed to void 2 of the 3 receipts, which I did not have to. We were and still are prepared to completethe 2012 tax return for [redacted] as per the Agreement. [redacted] is not due a refund. Technically R&G Brenner is entitled tothe full $900 but I believe we are being more than fair by voiding 2 of the 3receipts. Sincerely, [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
They are lying.When I left my 2012,2013, and 2014 tax returns with [redacted] at no time was I told that the electronic keypad I was signing was for payment whether they did my returns or not nor was I given any paperwork stating that fact at the time I signed.I would have never signed.I was told that I was signing for 300.00 dollars for each year they complete.That was my first time there,I would have never signed if I was told I would still owe them even if they did no work.Why would I agree to pay someone even if they did not provide a service.I was told they would get in touch with me about my taxes that weekend nothing..I called on Monday I asked if they had started on my tax returns and I was told no nor was I told they needed anything that statement is a lie. Thats when I told them I would be in to pick my taxes up.They committed fraud by not letting me know this and held my papers for ransom..Who knows what they did with my electronic signature being that they never gave me any paperwork stating that when I signed.These are economic times ,I do not have money to give for no service done.There are plenty of tax preparers around that only will charge you if they do work.Why would I agree to pay regardless if they provide a service or not.Are they running a racket or just a deceitful ,dishonest buisness.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Revdex.com: I have reviewed the response made by the business in reference to complaint ID# [redacted] , and have determined that my complaint has NOT been resolved because: I did indeed inform [redacted] that I was Government employee until March **, The exact details of my situation are:- January *, - March **, - US Government Employee stationed in [redacted] - April *, - December **, - Employed by the [redacted] in [redacted] ***, **At my appointment I told [redacted] this and that, because I was overseas with the military we needed to file a [redacted] tax return for those first three months, as I was technically a resident of that state That indicates we did discuss my job prior to joining the ** [redacted] was aware of this as well as I provided two separate pay statements: Wfrom the ***/ [redacted] and my income statement that the [redacted] provided me for April *, - December **, We then filed a federal return and two state returns ( [redacted] and [redacted] ***) When asked my occupation I told him that I was currently an [redacted] with the **, but was previously a US Government worker overseas in [redacted] , hence the need for two state returns and the overseas confusion.Therefore, it was quite clear that I was an employee of the US Government from January *, to March **, 2012.Also, the statement that the [redacted] is not [redacted] is also false Please visit [redacted] That is a [redacted] W2, they also handle payment for military members I find this argument especially insincere.Regarding the refund question, I have never stated that [redacted] said I would get a full refund I only asked for some form of compensation as I felt the error was RG Brenner's [redacted] advised during my meeting with him on January *, that they would amend my taxes as a courtesy, which I appreciate, but that he would follow up with management to determine if any other form of compensation was in order He never made a guarantee and I only reached out after several months of not hearing anything, but receiving repeated marketing emails asking me to return as a customer.If RG Brenner does not want to compensate me please just state that, I do not enjoy being told that I did not say things that I did.Thank you, [redacted] In order for the Revdex.com to appropriately process your response, you MUST answer the question above Sincerely, [redacted]
Revdex.com Complaint # ***Re: *** *** Dear *** ***, I have reviewed the complaint submitted by ***. *** *** contracted withR&G Brenner to prepare years’ worth of tax returns as she stated. Each individual receipt generated by R&GBrenner includes a
Client Engagement Agreement (“Agreement”), signed by ***, committing R&G Brenner to create the returns and committing *** to pay for them. *** ***signed all of the Agreements. Seeattached Agreement for tax year 2012. *** *** came to us on April ***, which is atthe end of the tax season, and thus is our busiest time. *** *** provided only some of her informationfor tax years and 2013. Section Aof the Agreement states, “client will timely provide complete, correct &organized information for the preparation of the tax return(s)”. *** *** was waiting on the rest of herpaperwork so he could create all the returns at the same time to ensureaccuracy. Any delays in creating ***’s tax returns were of her own making. When *** *** indicated she did not want us to prepare her returns Iagreed to void of the receipts, which I did not have to. We were and still are prepared to completethe tax return for *** *** as per the Agreement. *** *** is not due a refund. Technically R&G Brenner is entitled tothe full $but I believe we are being more than fair by voiding of the 3receipts. Sincerely, *** *** *** ***
Revdex.com: Complaint # ***Re: *** *** Dear *** ***, I have reviewed the complaint submitted by ***
***. *** ***’s taxreturn was prepared by our firm as he indicated. *** *** received a letter from the ***informing him that deductions on
form were being disallowed because *** is considered a government employee. *** *** came to our office on January *, with the letter anddiscussed this situation with *** ***, the person who prepared his taxes. During the original interview process to prepare his taxreturn, *** *** never informed *** *** that he was a governmentemployee. *** *** suggests that *** should have known he was a government employee because the *** **
*** (***) issued his W-2. However,his W-was not issued by the ***, it was issued by *** *** *
*** ***. Regardless, R&GBrenner associates only prepare tax returns based on information supplied tothe tax preparer by the client(s); they do not extrapolate or guess a clientsoccupation, nor are they allowed to. When *** *** asked *** *** what his occupation was, heresponded that he was an “***”, and that is the occupation that islisted on the tax return in question. *** *** also claims that *** *** offered him afull refund. This is incorrect for tworeasons: 1) *** *** has been with our company for 10+ years and *** ***knows very well that any issuance of refunds can only be authorized by the MainOffice2) If we determined that an RGB associate was at fault and compensationwas warranted, all potential refunds are issued as store credit as indicated onthe R&G Brenner Client Engagement Agreement that *** *** signed andagreed to. In conclusion, R&G Brenner stands behind the services weprovide; however we can only prepare a tax return and provide services based onthe information supplied by our clients. We do not guess or assume anything when it concerns someone’staxes. We do not know why *** ***did not specifically inform us he was a government employee at the time of hisinitial appointmentAccording to the information supplied by *** *** atthe time of his tax preparation, his tax return was prepared correctly. Therefore, any request for reimbursementsand/or refunds is improper and not warranted. Thank you *** *** *** ***
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# ***, and have determined that my complaint has NOT been resolved because:
They are lying.When I left my 2012,2013, and tax returns with *** *** at no time was I told that the electronic keypad I was signing was for payment whether they did my returns or not nor was I given any paperwork stating that fact at the time I signed.I would have never signed.I was told that I was signing for dollars for each year they complete.That was my first time there,I would have never signed if I was told I would still owe them even if they did no work.Why would I agree to pay someone even if they did not provide a service.I was told they would get in touch with me about my taxes that weekend nothing..I called on Monday I asked if they had started on my tax returns and I was told no nor was I told they needed anything that statement is a lieThats when I told them I would be in to pick my taxes up.They committed fraud by not letting me know this and held my papers for ransom..Who knows what they did with my electronic signature being that they never gave me any paperwork stating that when I signed.These are economic times ,I do not have money to give for no service done.There are plenty of tax preparers around that only will charge you if they do work.Why would I agree to pay regardless if they provide a service or not.Are they running a racket or just a deceitful ,dishonest buisness
In order for the Revdex.com to appropriately process your response, you MUST answer the question above
Sincerely,
*** ***
Revdex.com: Complaint # ***Re: *** *** Dear *** ***, I have reviewed the complaint submitted by *** ***. *** ***’s tax return was prepared byour firm as he indicated. *** *** receiveda letter from the *** informing him that self-employment taxes were
missingfrom the tax return. As a result he isrequired to pay taxes in the amount of $2,and penalties of $681. There was no negligence involved in his tax return. There are multiple ways to classify incomeand expenses on a tax return. After *** received his letter we had no less than tax preparers, including aCPA, review the tax return. *** ***
***, ***, believed that *** ** *** prepared the taxes correctly thefirst time, however after further discussing the issue with *** *** it wasconcluded that the *** was correct and *** *** does in fact owe the taxesand penalties. During the time we were investigating this incident, *** communicated to us that he was giving us a deadline to send him areimbursement for the taxes owed ($2,705), plus the penalties ($681) and his fee($150) for a total of $3,(I do not know how he arrived at a claim of$4,000) *** *** has also threatened to hire an attorney and sue us. As a result, on October **, 2014, I decidedto reimburse *** *** $(more than the penalties he was subjected to) inthe form of a credit certificate as per our Client Engagement Agreement (CEA)which *** *** signed and agreed to (see attached letter and CEA). R&G Brenner is not now or at any timeliable or responsible for any of our client’s personal tax liability (which wasalso agreed to by *** *** in the CEA) nor is he entitled to a full refund ofhis fee. In conclusion, R&G Brenner stands behind the services weprovide; a mistake was made, identified and according to our agreement weissues a reimbursement to *** ***. Thank you *** *** *** ***
Dear [redacted],R&G
Brenner utilizes a Client Engagement Agreement (CEA) to prevent the very
issues that [redacted] claims to be at the heart of this “disagreement”.
The CEA that [redacted] signed clearly lists the responsibilities of both
parties therefore I fail to see how or why any "additional explanation”
was warranted—[redacted] contracted R&G Brenner to prepare his tax return for
the agreed upon amount as per the first sentence of the CEA.It
appears [redacted] did not read the CEA that he signed. However, that is
not in anyway the fault of R&G Brenner. There are no “presumptions”
of what R&G Brenner’s & [redacted]’s responsibilities were in regards to
the preparation of his tax return according to the CEA.R&G
Brenner is only seeking what was agreed to. I am happy that [redacted] now agrees
to pay in full for the services already rendered to him. However, it is
clear from [redacted]’s response, that his sole intent is to attempt to damage
R&G Brenner’s online reputation & business due to failures on his part,
not R&G Brenner’s. R&G Brenner will explore other means to compel
[redacted] to remove his untruthful reviews. A receipt for the amount due
to R&G Brenner was sent to [redacted] on 10/**/15. As of today, [redacted] has not contacted us to remit payment.Sincerely,[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did not threaten anyone with a deadline or legal action, however the [redacted] and their representatives send me documentation encouraging me to file a civil suit against RG Brenner in which I am trying to avoid. Clearly that is what this will come to. I went to small claims court today, and I picked up the paperwork. If they do not want to negotiate, do the right thing, and protect your customer from negligence and instead think I would accept a certificate to come back to a place that wrongfully prepared my taxes, in which she just admit it through your email, clearly we both live in a different reality.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
[Your Answer Here]
[redacted],Please review the attached email response, which came from the President of this company in response to my poor reviews of his business. Rather than accept criticism, and rectify the issue; he chose to attack the customer with insults. If this company does not learn from their poor actions in this experience, they will continue to practice their bait, and switch advertising methods, and poor business practices.Please note that the link Louis provided, was not the advertisement that I saw. I have attached the promotion, which is devoid of the additional exclusions, which R&G Brenner hides from would-be customers.In regard to Louis's statement about being honored a promotion of equal value, the $99.00 limitation was also hidden, not clearly displayed on the original advertisement I have provided.I did not have a conversation with Louis, Louis was speaking at me, not with me, telling me 15 reasons why I was wrong, and had no interest in hearing what I had to say. His statements were irrelevant to my opinion, and so I politely asked him to stop speaking. I welcome Louis to provide the recorded phone call from start to finish, when I first called, and spoke to a representative, then when I was transferred to Louis.I have never claimed to be "entitled" to anything. I have simply stated that R&G Brenner is misleading customers with this advertisement, I have felt mislead, and unless they saw the flaw in their advertising that I would share my experience, and I have.Thank you for your time.Sincerely, [redacted] In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did indeed inform [redacted] that I was Government employee until March **, 2012. The exact details of my situation are:- January *, 2012 - March **, 2012 - US Government Employee stationed in [redacted]- April *, 2012 - December **, 2012 - Employed by the [redacted] in [redacted], **At my appointment I told [redacted] this and that, because I was overseas with the military we needed to file a [redacted] tax return for those first three months, as I was technically a resident of that state. That indicates we did discuss my job prior to joining the **. [redacted] was aware of this as well as I provided two separate pay statements: W2 from the [redacted]/[redacted] and my income statement that the ** provided me for April *, 2012 - December **, 2012. We then filed a federal return and two state returns ([redacted] and [redacted]). When asked my occupation I told him that I was currently an [redacted] with the **, but was previously a US Government worker overseas in [redacted], hence the need for two state returns and the overseas confusion.Therefore, it was quite clear that I was an employee of the US Government from January *, 2012 to March **, 2012.Also, the statement that the [redacted] is not [redacted] is also false. Please visit [redacted]. That is a [redacted] W2, they also handle payment for military members. I find this argument especially insincere.Regarding the refund question, I have never stated that [redacted] said I would get a full refund. I only asked for some form of compensation as I felt the error was RG Brenner's. [redacted] advised during my meeting with him on January *, 2015 that they would amend my taxes as a courtesy, which I appreciate, but that he would follow up with management to determine if any other form of compensation was in order. He never made a guarantee and I only reached out after several months of not hearing anything, but receiving repeated marketing emails asking me to return as a customer.If RG Brenner does not want to compensate me please just state that, I do not enjoy being told that I did not say things that I did.Thank you,[redacted]
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]
I will never file my taxes at R&G Brenner. In Rockland county with Linda Lopez again. I was audited by the state for two tax years 2013 & 2014. If anyone is living in Rockland county do not get your taxes done by Linda Lopez. You can be audited by Inappropriate tax preparing.
Review: I went to the [redacted] office of R&G Brenner early this year, asking for a quote of tax return. I was provided a quote ($500) by an accountant of the office, and was asked to sign a paper. I was only told that the signing will lock the price for me, but I wasn't explained I would be forced to pay even if I decided not to proceed with them.
Ultimately, I did the tax return this year by myself online. Recently, I received phone call and bill from R&G, asking me to pay the full price, which I think is very unreasonable because:
1. As mentioned above, I wasn't explained the liability of signing at all when I asked for the quote in the [redacted] office.
2. I only provided a portion of personal documents necessary for the tax return. Even if the accountant did some work based on the incomplete documents he had, the provided service wasn't complete. In addition, the return wasn't filed to IRS either.Desired Settlement: Billing adjustment.
Business
Response:
Re: [redacted]Dear [redacted],I am in receipt of the complaint by Jaiqing Wang dated
October *, 2015. [redacted] had his tax
return prepared in our [redacted] office on March *, 2015. [redacted] spent a considerable amount of time with
our CPA, [redacted]. At no time did Wang
indicate he only wanted an “estimate” of our services. In fact [redacted] prepared an entire tax
return for [redacted] which included (but not limited to) multiple W2s, multiple
1098s, Schedules A and E, Education Credits, and Child Tax. All of their income and personal information
was entered and scanned into the tax return. [redacted] then produced a tax summary to [redacted] to review (which is
only possible to produce when a tax return is near completion).[redacted] waited to hear back from [redacted] to see if he
wanted any changes, additions or if he had any questions as well as to receive
final payment in order to file his final tax return. We did not hear from [redacted] until we sent
him a bill for services rendered.I have had several communications via email with [redacted]. On September [redacted], I sent [redacted]
a copy of the Client Engagement Agreement he entered into (which is also
attached) showing that he engaged R&G Brenner to prepare his tax return. His response to me the same day was that he
wanted copies of this tax return. I
informed him that I will send him his tax return when he pays for [redacted]’s services.Based upon the amount of time spent with [redacted], the
amount of work [redacted] performed to prepare the return, and that [redacted]
signed our Client Engagement Agreement, it is impossible for [redacted] to claim
that he was only looking for a “quote”. Instead, [redacted] took the tax summary provided (which is only produced
after a completed tax return and would not have been supplied had he not
committed to our services) and used the tax expertise provided by an R&G
Benner CPA to prepare his own return for less money. In
other words, [redacted] broke the contract and essentially engaged in theft of our
professional services, yet somehow feels R&G Brenner is at fault for
insisting he pay for services he agreed to. I see that [redacted] would like a billing adjustment to
resolve this issue. [redacted] has not
only gone so far to complain to the Revdex.com, but has also left negative reviews on
other review sites like Yelp & Trustpilot. R&G Brenner has every intent of engaging
a collection agency to collect the fees for services rendered to [redacted] as
well as investigating theft of services & defamation claims with our
lawyers. However, R&G would be willing
to forgo these non-productive exercises by slightly adjusting the amount due
provided that [redacted] remove all negative reviews (and subsequently does not
repost these negative reviews) from all sites that he posted them on.Sincerely, [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I think our main disagreement is on whether [redacted] clearly explained to me the billing liability I would have after signing the agreement when I sat in their office.I felt sorry that [redacted] so strongly presumed it must be their customer's fault and it must be their customer distorting the facts when dealing with such a conflict of statement of facts. Actually when [redacted] wrote me an email earlier, he said 'I was not present during the interview process for [redacted] and cannot comment on whether it was fully explained to you.' Surprisingly, after a few months [redacted] became so certain that 'At no time did Wang indicate he only wanted an “estimate” of our services' or 'it is impossible for [redacted] to claim that he was only looking for a “quote”'. It looks like the adjustment of the bill is done simply because they want to show some mercy or save some trouble, which is totally unacceptable to me. Thus I want to reject their proposal of the adjustment. Instead I will pay the bill in the full amount, but I will not delete my reviews and I will continue to give reviews and complain on all possible online/offline sources. In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
Review: RG Brenner of [redacted] completed my income tax return. As a result of inappropriate handling by **, the tax preparer and the office manager's poor supervision, the federal government audited me, and attempted to take me to federal court. After repeatedly having phone conversation with RG Brenner, where negligence was admitted repeatedly by the staff, the original preparer, his manager and a team that investigated, the company started ignoring my calls. I was promised the company would take financial responsibility for their mistake. Instead, I suffered a tremendous financial setback because of a company that considers itself to be a leader in the industry. I was left to drown by RG Brenner as I fought the government. The government suggested I take legal action, which I have proof of, but would like to avoid.Desired Settlement: I want the company to take financial responsibility for this incompetent negligence. I was told by several staff this would happen, but suddenly the company backpeddled and offered me a coupon. Unacceptable.
Business
Response:
Revdex.com: Complaint # [redacted]Re: [redacted] Dear [redacted], I have reviewed the complaint submitted by [redacted]. [redacted]’s 2012 tax return was prepared byour firm as he indicated. [redacted] receiveda letter from the [redacted] informing him that self-employment taxes were missingfrom the tax return. As a result he isrequired to pay taxes in the amount of $2,705 and penalties of $681. There was no negligence involved in his tax return. There are multiple ways to classify incomeand expenses on a tax return. After [redacted] received his letter we had no less than 3 tax preparers, including aCPA, review the tax return. [redacted]
[redacted], [redacted], believed that [redacted] prepared the taxes correctly thefirst time, however after further discussing the issue with [redacted] it wasconcluded that the [redacted] was correct and [redacted] does in fact owe the taxesand penalties. During the time we were investigating this incident, [redacted] communicated to us that he was giving us a deadline to send him areimbursement for the taxes owed ($2,705), plus the penalties ($681) and his fee($150) for a total of $3,536 (I do not know how he arrived at a claim of$4,000) [redacted] has also threatened to hire an attorney and sue us. As a result, on October **, 2014, I decidedto reimburse [redacted] $700 (more than the penalties he was subjected to) inthe form of a credit certificate as per our Client Engagement Agreement (CEA)which [redacted] signed and agreed to (see attached letter and CEA). R&G Brenner is not now or at any timeliable or responsible for any of our client’s personal tax liability (which wasalso agreed to by [redacted] in the CEA) nor is he entitled to a full refund ofhis fee. In conclusion, R&G Brenner stands behind the services weprovide; a mistake was made, identified and according to our agreement weissues a reimbursement to [redacted]. Thank you [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did not threaten anyone with a deadline or legal action, however the [redacted] and their representatives send me documentation encouraging me to file a civil suit against RG Brenner in which I am trying to avoid. Clearly that is what this will come to. I went to small claims court today, and I picked up the paperwork. If they do not want to negotiate, do the right thing, and protect your customer from negligence and instead think I would accept a certificate to come back to a place that wrongfully prepared my taxes, in which she just admit it through your email, clearly we both live in a different reality.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
Review: I brought my 2010 taxes to R&G Brenner to be amended. I received the amended documentation from them. The amended documentation included my federal (amended) tax return, state (amended) tax return, and a letter from R&G Brenner directing me what to do next. In that letter, I was only directed to send a check to the IRS for my federal tax return, but there was no mention of what I needed to do for my amended state tax return. As professionals, R&G Brenner should've directed me, completely and thoroughly, as to how I should proceed. That is their professional responsibility. They did not do that.Desired Settlement: As a result, New York State has been charging me interest for not paying the 2010 amended state tax. Lo and behold, I receive a notice from the New York State Tax and Finance Department stating that I owe the amended amount PLUS the interest. Since R&G Brenner did not do their job thoroughly and completely, I was unaware that I owed New York State money. I am mandating that R&G Brenner reimburse me for the interest paid to the state. I already paid my amended taxes to New York State. I have all necessary documentation providing that I paid New York State and that R&G Brenner is at fault for not directing me thoroughly and completely.
Business
Response:
Dear [redacted],
This is in reply to the above complaint from [redacted]. [redacted]
claims that he was only instructed to mail his federal return and not properly
instructed to mail his NY State return as well. This is not correct.
Attached please find a pdf. that contain 3 pages. They are:
1) The R&G Brenner coversheet attached to all client copies for 2010 tax
returns
2) Federal Instruction Sheet indicating the amount of tax liability due with
corresponding mailing address and instructions that was printed with [redacted]
[redacted]'s tax return copies
3) NY State Instruction Sheet indicating the amount of tax liability due with
corresponding mailing address and instructions that was printed with [redacted]
[redacted]'s tax return copies
The first four pages of [redacted]'s tax copies consist of 1) The R&G Brenner
coversheet, 2) The R&G Brenner Privacy policy as mandated by law 3) The
Federal Instruction Sheet 4) The NY State Coversheet. The first line of
the R&G Brenner coversheet states to the client: "Review all tax forms
carefully before signing".
In conclusion, R&G Brenner provided all necessary information for [redacted]
[redacted] to file his tax returns on time. He followed the provided
instructions for his federal return, but apparently did not read past the 3rd
page. Had he followed the instructions to review his tax return(s), he
would have seen the NY State tax return processing instructions on the very next
page. No refunds or reimbursements are warranted in this case.
Thank You,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me and the matter has been resolved.
Sincerely,
Review: My husband and I recently received a tax bill for a W-2 that was apparently not included in our return from 2012 that R&G Brenner prepared for us. We gave the W-2 (one of several) to our tax preparer, but he carelessly failed to include it. We recently received a $500 bill from the IRS. We requested a refund of our 2012 fee paid for tax services (nearly $500), but were told that the best we could do was get our $18 penalty fee repaid. After complaining, R&G agreed to give us $50 towards the bill, but we were then told that it would be a credit only, to be used toward next year's tax services. There is absolutely no way we will be using R&G again after such a careless mistake on their parts, despite having gone there for the past 8 years, so their credit is useless.If we wanted to submit an inaccurate return, we could have done our own taxes and saved the pricey fee we paid.Desired Settlement: We demand to have our entire 2012 tax services fee that we paid ($485) to be refunded via check for unsatisfactory services rendered.
Business
Response:
[redacted], I apologize for the delay in responding. I have been out of the office, I am returning on July [redacted] and I will address this upon my return.
Sincerely,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
R&G Brenner's response makes clear that they do not stand behind their work despite their statement to the contrary in the response and in Clause U of the PDF document they attached. Although the IRS' penalty fee is just $18, it is unconscionable that R&G Brenner charged us $485 for their shoddy tax preparation. Because of their most basic error (omitting a W-2), we ended up owing the IRS $520 for tax year 2012; we did not find out about this error until more than one year after the return was filed. I do not accept that R&G Brenner offering us a $50 credit towards next year's return is generous because it is clearly useless as only a fool would return to them given the enormity of their error.
I would also like to mention that we first contacted R&G Brenner on May **, 2014 via phone, as soon as we received the letter from the IRS, and followed up with an email on May **, 2014. It was incredibly difficult to receive a response from them, as they clearly hoped we would lose interest in this case since they are clearly in the wrong.
Furthermore, R&G Brenner's argument regarding the painter is irrelevant. A manual labor job cannot be compared to tax preparation. We paid a high price for a service requiring a high skill level. This service was not delivered; therefore, R&G Brenner should refund the entire amount we paid to them via check. This is the only way to show that they truly stand behind their work, as they claim.
Thank you for your time.
Sincerely,
Business
Response:
Dear [redacted],
The flaw in [redacted]’s argument is that she believes she
did not have to pay the $520 on taxes.
She believes her tax liability only exists because the W2 was left off
the return. She does not understanding
that she ALWAYS owed the $520, which if the in original W2 was included in the
tax return would have reduced their refund of $2,996 to $2,471. As a result of the W2 missing from the
original return she was assessed $18 in interest which we will cover.
[redacted] can you please explain this to [redacted],
apparently we are unable to make [redacted] understand this. The law is clear, the party who incurs the
tax liability is the party responsible to pay for it.
Sincerely,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because
My argument is that R&G Brenner needs to refund our 2012 tax preparation fee of $485. We paid a high price for their expertise, expecting our return to be completed properly and a basic error derailed the entire return. I have not asked R&G to pay our taxes for us at any point. But a company that stands behind their work would refund the tax preparation fee.
Regards,
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
Review: Thank You, My name is [redacted] I went to this tax office on Febuary [redacted], 2013 and filed my taxes. I work with a lady by the name of [redacted] gave her all my papers and all the information she asked for. So when she was done she said one check would be three thousand and change and the other would be four thousand and change. That was fine Today August 2013 I have not received any monies any check or nothing. I called IRS and was told the checks were sent to the place were I filed. IRS said they routed it to the R&G Brenner bank account. I then reached back to R&G they gave me a women's name and address that lives here in Brooklyn not far from me and told me to go to her for my money. I am not going to do that I don't know that women or anything about what's going on there especially if they got a check that don't belong to them. I have two small children to care for. I need to know how to go about getting what's mine and if anyone has done something wrong they should be punished. Thanks again.Desired Settlement: I would like to get back what's mine. And if anyone has done something illegal they should be punished.
Business
Response:
Dear [redacted],
My name is [redacted] and I am [redacted]
of R&G Brenner Income Tax (RGB), based in [redacted]. Let me start by stating that R&G Brenner
NEVER receives client’s refund checks.
It is illegal for us to divert a client’s refund to any of our business
or personal accounts.
[redacted] elected to receive a Refund Anticipation Check
processed through Advent bank. By
selecting this option [redacted]’s tax refund would be delivered to her minus
the fee charged for the tax preparation and any other associated bank fees. This method allows for our clients to have
their tax returns prepared without any out-of-pocket expenses.
RGB acted as a 3rd party facilitator between Advent
bank and [redacted]. While we inform
our clients of all filing options, our preferred filing method is direct
deposit via electronic filing. This
method requires the client to pay for their tax return in full before we
transmit their return to government agencies.
However, not all tax filers have the luxury of paying for their return
in full before they received their tax refund.
As you can see by the attached documents, [redacted] signed
the Application for Tax Refund Deposit page which clearly has the bank account
and routing numbers on it. [redacted]
was asked to double-check all the information prior to signing off on this
document. Furthermore, [redacted]
signed a Client Engagement letter (CEL), which is also attached. As per clause (s) she agreed that RGB will not be held responsible for incorrect
account information.
I have been in both verbal and email communication with [redacted]. I explained to her that since
the tax refunds for both the IRS and NY State are legally hers, she must sue
the person who accidentally received—and who refuses to return—her refund. I
informed [redacted] that I, or a representative of RGB will attend the court
cases with her and provide any and all documents showing how [redacted]’s tax
refunds were deposited into another taxpayers account. Since RGB has no legal rights to these
refunds, we cannot sue on her behalf. Please see the attached email I sent [redacted] explaining how to initiate these court cases.
It is a very unfortunate incident, and RGB will do all that
it can to assist [redacted]. However,
[redacted] must understand that she signed documents approving the routing and
bank account for her refunds. Please
communicate to [redacted] that we still wish to assist her in recovering her
refunds.
Sincerely,
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I never signed any papers regarding my routing or bank account number. This was their mistake and I should not have to be penalized for wanting my money back.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
Review: RG Brenner performed my taxes for the 2012 year, which included 3 months of overseas employment as a [redacted] civilian. I advised them I was overseas as a civilian and provided them with my W2 from the [redacted]. My tax adviser improperly counted this overseas employment as falling under the foreign earned income exclusion, which it should not have as I was employed by the US Government. This led to me paying too little taxes, which I then had to have corrected and paid late. This resulted in penalties and interest beyond my tax burden.Desired Settlement: I feel that since the error was RG Brenner's that a refund for my tax services or reimbursement of my penalties and interest charges would be reasonable. Many large companies offer this.
Business
Response:
Revdex.com: Complaint # [redacted]Re: [redacted] Dear [redacted], I have reviewed the complaint submitted by [redacted]
[redacted]. [redacted]’s 2012 taxreturn was prepared by our firm as he indicated. [redacted] received a letter from the [redacted]informing him that deductions on form 2555 were being disallowed because [redacted] is considered a government employee. [redacted] came to our office on January *, 2015 with the letter anddiscussed this situation with [redacted], the person who prepared his taxes. During the original interview process to prepare his 2012 taxreturn, [redacted] never informed [redacted] that he was a governmentemployee. [redacted] suggests that [redacted] should have known he was a government employee because the [redacted]
[redacted] ([redacted]) issued his W-2. However,his W-2 was not issued by the [redacted], it was issued by [redacted]
[redacted]. Regardless, R&GBrenner associates only prepare tax returns based on information supplied tothe tax preparer by the client(s); they do not extrapolate or guess a clientsoccupation, nor are they allowed to. When [redacted] asked [redacted] what his occupation was, heresponded that he was an “[redacted]”, and that is the occupation that islisted on the tax return in question. [redacted] also claims that [redacted] offered him afull refund. This is incorrect for tworeasons: 1) [redacted] has been with our company for 10+ years and [redacted]knows very well that any issuance of refunds can only be authorized by the MainOffice. 2) If we determined that an RGB associate was at fault and compensationwas warranted, all potential refunds are issued as store credit as indicated onthe R&G Brenner Client Engagement Agreement that [redacted] signed andagreed to. In conclusion, R&G Brenner stands behind the services weprovide; however we can only prepare a tax return and provide services based onthe information supplied by our clients. We do not guess or assume anything when it concerns someone’staxes. We do not know why [redacted]did not specifically inform us he was a government employee at the time of hisinitial appointment. According to the information supplied by [redacted] atthe time of his tax preparation, his tax return was prepared correctly. Therefore, any request for reimbursementsand/or refunds is improper and not warranted. Thank you [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
I did indeed inform [redacted] that I was Government employee until March **, 2012. The exact details of my situation are:- January *, 2012 - March **, 2012 - US Government Employee stationed in [redacted]- April *, 2012 - December **, 2012 - Employed by the [redacted] in [redacted], **At my appointment I told [redacted] this and that, because I was overseas with the military we needed to file a [redacted] tax return for those first three months, as I was technically a resident of that state. That indicates we did discuss my job prior to joining the **. [redacted] was aware of this as well as I provided two separate pay statements: W2 from the [redacted] and my income statement that the ** provided me for April *, 2012 - December **, 2012. We then filed a federal return and two state returns ([redacted] and [redacted]). When asked my occupation I told him that I was currently an [redacted] with the **, but was previously a US Government worker overseas in [redacted], hence the need for two state returns and the overseas confusion.Therefore, it was quite clear that I was an employee of the US Government from January *, 2012 to March **, 2012.Also, the statement that the [redacted] is not [redacted] is also false. Please visit [redacted]. That is a [redacted] W2, they also handle payment for military members. I find this argument especially insincere.Regarding the refund question, I have never stated that [redacted] said I would get a full refund. I only asked for some form of compensation as I felt the error was RG Brenner's. [redacted] advised during my meeting with him on January *, 2015 that they would amend my taxes as a courtesy, which I appreciate, but that he would follow up with management to determine if any other form of compensation was in order. He never made a guarantee and I only reached out after several months of not hearing anything, but receiving repeated marketing emails asking me to return as a customer.If RG Brenner does not want to compensate me please just state that, I do not enjoy being told that I did not say things that I did.Thank you,[redacted]
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
Review: I provided documents to get my income taxes done for 2012,2013 &2014 on April **, 2015 and provided all my informationto R&G BRENNER Senior Tax Preparer [redacted].I was told each year would cost $300.00 to do and to check my E-mail the next day and he would look at them.I checked my E-mail for four days and there was nothing.I called the office on Sunday and was told [redacted] did not work on Sunday.On Monday April **,2015 I spoke with [redacted] and inquired about my paperwork.He stated that he had not looked at them nor did any work on them at which time I told him I would be to pick up my documents .He stated that would be fine.I go to the office on April **,2015 and ask for my documents at which time I am told I cant get them because I owe $300.00 for 2012 tax year.I pay them so I can get my documents.I the ask for the prepared document for the year 2012 and ther was none.I was the given a paper with my signature on it that I never seen before.When I dropped off my documents I signed an electronic signature pad three times and was told that was for each year that they would be doing at which time I received three receipts and nothing else.No work was done .No taxes were processed and if I would not have paid I would not have my documents in hand..Desired Settlement: I would like a complete refund and apology.
Business
Response:
Revdex.com Complaint # [redacted]Re: [redacted] Dear [redacted], I have reviewed the complaint submitted by [redacted]. [redacted] contracted withR&G Brenner to prepare 3 years’ worth of tax returns as she stated. Each individual receipt generated by R&GBrenner includes a Client Engagement Agreement (“Agreement”), signed by [redacted], committing R&G Brenner to create the returns and committing [redacted] to pay for them. [redacted]signed all 3 of the Agreements. Seeattached Agreement for tax year 2012. [redacted] came to us on April [redacted], which is atthe end of the tax season, and thus is our busiest time. [redacted] provided only some of her informationfor tax years 2012 and 2013. Section Aof the Agreement states, “client will timely provide complete, correct &organized information for the preparation of the tax return(s)”. [redacted] was waiting on the rest of herpaperwork so he could create all the returns at the same time to ensureaccuracy. Any delays in creating [redacted]’s tax returns were of her own making. When [redacted] indicated she did not want us to prepare her returns Iagreed to void 2 of the 3 receipts, which I did not have to. We were and still are prepared to completethe 2012 tax return for [redacted] as per the Agreement. [redacted] is not due a refund. Technically R&G Brenner is entitled tothe full $900 but I believe we are being more than fair by voiding 2 of the 3receipts. Sincerely, [redacted]
Consumer
Response:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:
They are lying.When I left my 2012,2013, and 2014 tax returns with [redacted] at no time was I told that the electronic keypad I was signing was for payment whether they did my returns or not nor was I given any paperwork stating that fact at the time I signed.I would have never signed.I was told that I was signing for 300.00 dollars for each year they complete.That was my first time there,I would have never signed if I was told I would still owe them even if they did no work.Why would I agree to pay someone even if they did not provide a service.I was told they would get in touch with me about my taxes that weekend nothing..I called on Monday I asked if they had started on my tax returns and I was told no nor was I told they needed anything that statement is a lie. Thats when I told them I would be in to pick my taxes up.They committed fraud by not letting me know this and held my papers for ransom..Who knows what they did with my electronic signature being that they never gave me any paperwork stating that when I signed.These are economic times ,I do not have money to give for no service done.There are plenty of tax preparers around that only will charge you if they do work.Why would I agree to pay regardless if they provide a service or not.Are they running a racket or just a deceitful ,dishonest buisness.
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,