Rue & Associates Incorporated

Ms [redacted] , Mr [redacted] has been a client with our firm for years This year he came to us on or around April 6th, requesting us to prepare his taxes On April 18th, the client sat down with a member of our staff and signed the efile form The efile form does two things It is a client’s verification the information on the return is correct and it grants us permission to file the return On May 4th, Mr [redacted] contacted us about his outstanding refund We verified the banking information and found it to be still reflecting his old account and bank We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail He then inquired when he would receive his refund We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund Mr [redacted] was not pleased with this answer and requested he be connected to the managerThe manager apologized for the inconvenience and offered to issue a credit for $towards his next year’s return Mr [redacted] was not satisfied with this response The manager then offered to refund the client their fees until the client received his refund The client was still not happy The client wanted Rue & Associates to advance him his refund of approximately $ The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $ Mr [redacted] insisted we mail him a check for the $instead of issuing a credit The manager had a check mailed to Mr [redacted] that same dayWe are truly sorry for the oversight in Mr [redacted] banking information change and feel the $refund is acceptable compensation for this oversight Sincerely, Randi R [redacted] *** Ms [redacted] , Mr [redacted] has been a client with our firm for years This year he came to us on or around April 6th, requesting us to prepare his taxes On April 18th, the client sat down with a member of our staff and signed the efile form The efile form does two things It is a client’s verification the information on the return is correct and it grants us permission to file the return On May 4th, Mr [redacted] contacted us about his outstanding refund We verified the banking information and found it to be still reflecting his old account and bank We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail He then inquired when he would receive his refund We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund Mr [redacted] was not pleased with this answer and requested he be connected to the managerThe manager apologized for the inconvenience and offered to issue a credit for $towards his next year’s return Mr [redacted] was not satisfied with this response The manager then offered to refund the client their fees until the client received his refund The client was still not happy The client wanted Rue & Associates to advance him his refund of approximately $ The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $ Mr [redacted] insisted we mail him a check for the $instead of issuing a credit The manager had a check mailed to Mr [redacted] that same day.We are truly sorry for the oversight in Mr [redacted] banking information change and feel the $refund is acceptable compensation for this oversight Sincerely, Randi Rue Power Hanover Green DrivePO Box 640Mechanicsville, VA 23111(804) 730-7455(804) [email protected]

Ms [redacted] , Mr [redacted] has been a client with our firm for years This year he came to us on or around April 6th, requesting us to prepare his taxes On April 18th, the client sat down with a member of our staff and signed the efile form The efile form does two things It is a client’s verification the information on the return is correct and it grants us permission to file the return On May 4th, Mr [redacted] contacted us about his outstanding refund We verified the banking information and found it to be still reflecting his old account and bank We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail He then inquired when he would receive his refund We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund Mr [redacted] was not pleased with this answer and requested he be connected to the managerThe manager apologized for the inconvenience and offered to issue a credit for $towards his next year’s return Mr [redacted] was not satisfied with this response The manager then offered to refund the client their fees until the client received his refund The client was still not happy The client wanted Rue & Associates to advance him his refund of approximately $ The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $ Mr [redacted] insisted we mail him a check for the $instead of issuing a credit The manager had a check mailed to Mr [redacted] that same dayWe are truly sorry for the oversight in Mr [redacted] banking information change and feel the $refund is acceptable compensation for this oversight Sincerely, Randi R [redacted] *** Ms [redacted] , Mr [redacted] has been a client with our firm for years This year he came to us on or around April 6th, requesting us to prepare his taxes On April 18th, the client sat down with a member of our staff and signed the efile form The efile form does two things It is a client’s verification the information on the return is correct and it grants us permission to file the return On May 4th, Mr [redacted] contacted us about his outstanding refund We verified the banking information and found it to be still reflecting his old account and bank We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail He then inquired when he would receive his refund We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund Mr [redacted] was not pleased with this answer and requested he be connected to the manager The manager apologized for the inconvenience and offered to issue a credit for $towards his next year’s return Mr [redacted] was not satisfied with this response The manager then offered to refund the client their fees until the client received his refund The client was still not happy The client wanted Rue & Associates to advance him his refund of approximately $ The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $ Mr [redacted] insisted we mail him a check for the $instead of issuing a credit The manager had a check mailed to Mr [redacted] that same dayWe are truly sorry for the oversight in Mr [redacted] banking information change and feel the $refund is acceptable compensation for this oversight Sincerely, Randi Rue Power Hanover Green Drive PO Box Mechanicsville, VA (804) 730-(804) [email protected]

Ms. [redacted], Mr. [redacted] has been a client with our firm for 4 years.  This year he came to us on or around April 6th, requesting us to prepare his 2015 taxes.  On April 18th, the client sat down with a member of our staff and signed the efile form.  The efile form does two...

things.  It is a client’s verification the information on the return is correct and it grants us permission to file the return.  On May 4th, Mr. [redacted] contacted us about his outstanding refund.  We verified the banking information and found it to be still reflecting his old account and bank.  We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail.  He then inquired when he would receive his refund.  We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund.  Mr. [redacted] was not pleased with this answer and requested he be connected to the manager. The manager apologized for the inconvenience and offered to issue a credit for $50 towards his next year’s return.  Mr. [redacted] was not satisfied with this response.  The manager then offered to refund the client their fees until the client received his refund.  The client was still not happy.  The client wanted Rue & Associates to advance him his refund of approximately $1500.  The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $50.  Mr. [redacted] insisted we mail him a check for the $50 instead of issuing a credit.  The manager had a check mailed to Mr. [redacted] that same day. We are truly sorry for the oversight in Mr. [redacted] banking information change and feel the $50 refund is acceptable compensation for this oversight.  Sincerely,    Randi R[redacted] Ms. [redacted], Mr. [redacted] has been a client with our firm for 4 years.  This year he came to us on or around April 6th, requesting us to prepare his 2015 taxes.  On April 18th, the client sat down with a member of our staff and signed the efile form.  The efile form does two things.  It is a client’s verification the information on the return is correct and it grants us permission to file the return.  On May 4th, Mr. [redacted] contacted us about his outstanding refund.  We verified the banking information and found it to be still reflecting his old account and bank.  We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail.  He then inquired when he would receive his refund.  We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund.  Mr. [redacted] was not pleased with this answer and requested he be connected to the manager. The manager apologized for the inconvenience and offered to issue a credit for $50 towards his next year’s return.  Mr. [redacted] was not satisfied with this response.  The manager then offered to refund the client their fees until the client received his refund.  The client was still not happy.  The client wanted Rue & Associates to advance him his refund of approximately $1500.  The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $50.  Mr. [redacted] insisted we mail him a check for the $50 instead of issuing a credit.  The manager had a check mailed to Mr. [redacted] that same day.We are truly sorry for the oversight in Mr. [redacted] banking information change and feel the $50 refund is acceptable compensation for this oversight.  Sincerely,    Randi Rue Power 7264 Hanover Green DrivePO Box 640Mechanicsville, VA  23111(804) 730-7455(804) [email protected]

Ms. [redacted], Mr. [redacted] has been a client with our firm for 4 years.  This year he came to us on or around April 6th, requesting us to prepare his 2015 taxes.  On April 18th, the client sat down with a member of our staff and signed the efile form.  The efile form...

does two things.  It is a client’s verification the information on the return is correct and it grants us permission to file the return.  On May 4th, Mr. [redacted] contacted us about his outstanding refund.  We verified the banking information and found it to be still reflecting his old account and bank.  We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail.  He then inquired when he would receive his refund.  We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund.  Mr. [redacted] was not pleased with this answer and requested he be connected to the manager. The manager apologized for the inconvenience and offered to issue a credit for $50 towards his next year’s return.  Mr. [redacted] was not satisfied with this response.  The manager then offered to refund the client their fees until the client received his refund.  The client was still not happy.  The client wanted Rue & Associates to advance him his refund of approximately $1500.  The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $50.  Mr. [redacted] insisted we mail him a check for the $50 instead of issuing a credit.  The manager had a check mailed to Mr. [redacted] that same day. We are truly sorry for the oversight in Mr. [redacted] banking information change and feel the $50 refund is acceptable compensation for this oversight.  Sincerely,    Randi R[redacted] 
Ms. [redacted],
 
Mr. [redacted] has been a client with our firm for 4 years.  This year he came to us on or around April 6th, requesting us to prepare his 2015 taxes.  On April 18th, the client sat down with a member of our staff and signed the efile form.  The efile form does two things.  It is a client’s verification the information on the return is correct and it grants us permission to file the return. 
 
On May 4th, Mr. [redacted] contacted us about his outstanding refund.  We verified the banking information and found it to be still reflecting his old account and bank.  We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail.  He then inquired when he would receive his refund.  We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund.  Mr. [redacted] was not pleased with this answer and requested he be connected to the manager.
 
The manager apologized for the inconvenience and offered to issue a credit for $50 towards his next year’s return.  Mr. [redacted] was not satisfied with this response.  The manager then offered to refund the client their fees until the client received his refund.  The client was still not happy.  The client wanted Rue & Associates to advance him his refund of approximately $1500.  The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $50.  Mr. [redacted] insisted we mail him a check for the $50 instead of issuing a credit.  The manager had a check mailed to Mr. [redacted] that same day.
We are truly sorry for the oversight in Mr. [redacted] banking information change and feel the $50 refund is acceptable compensation for this oversight.
 
 
Sincerely,  
 
 
Randi Rue Power
 
7264 Hanover Green Drive
PO Box 640
Mechanicsville, VA  23111
(804) 730-7455
(804) 730-7511
[email protected]

Review: Just had a terrible experience with Rue and Associates. In their rush to complete my taxes, they mistakenly routed my return to a bank that I had closed, despite the fact that I had told them about our new account. Rather than make up for their mistake, they blamed me for not double checking their work. When I asked about how long it would take for the return to be mailed, they advised me to go to the IRS website and call their help number. The manager's attitude on the phone was unapologetic and aggressive. They did offer a $50 credit toward my next tax return with them, but I would not do business with them again at this point. Poor business behavior.Desired Settlement: I would like them to refund me the amount I paid them for completing the tax return.

Business

Response:

Ms. [redacted], Mr. [redacted] has been a client with our firm for 4 years. This year he came to us on or around April 6th, requesting us to prepare his 2015 taxes. On April 18th, the client sat down with a member of our staff and signed the efile form. The efile form does two things. It is a client’s verification the information on the return is correct and it grants us permission to file the return. On May 4th, Mr. [redacted] contacted us about his outstanding refund. We verified the banking information and found it to be still reflecting his old account and bank. We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail. He then inquired when he would receive his refund. We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund. Mr. [redacted] was not pleased with this answer and requested he be connected to the manager. The manager apologized for the inconvenience and offered to issue a credit for $50 towards his next year’s return. Mr. [redacted] was not satisfied with this response. The manager then offered to refund the client their fees until the client received his refund. The client was still not happy. The client wanted Rue & Associates to advance him his refund of approximately $1500. The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $50. Mr. [redacted] insisted we mail him a check for the $50 instead of issuing a credit. The manager had a check mailed to Mr. [redacted] that same day. We are truly sorry for the oversight in Mr. [redacted] banking information change and feel the $50 refund is acceptable compensation for this oversight. Sincerely, Randi R[redacted] Ms. [redacted], Mr. [redacted] has been a client with our firm for 4 years. This year he came to us on or around April 6th, requesting us to prepare his 2015 taxes. On April 18th, the client sat down with a member of our staff and signed the efile form. The efile form does two things. It is a client’s verification the information on the return is correct and it grants us permission to file the return. On May 4th, Mr. [redacted] contacted us about his outstanding refund. We verified the banking information and found it to be still reflecting his old account and bank. We apologized for the oversight and explained to him the IRS and Commonwealth would then issue him a check in the mail. He then inquired when he would receive his refund. We explained to him we would have no way of knowing and suggested he contact the IRS’ helpline to get idea of when to expect the refund. Mr. [redacted] was not pleased with this answer and requested he be connected to the manager. The manager apologized for the inconvenience and offered to issue a credit for $50 towards his next year’s return. Mr. [redacted] was not satisfied with this response. The manager then offered to refund the client their fees until the client received his refund. The client was still not happy. The client wanted Rue & Associates to advance him his refund of approximately $1500. The manager advised him Rue & Associates could not agree to this request and then offered once again to issue the credit for $50. Mr. [redacted] insisted we mail him a check for the $50 instead of issuing a credit. The manager had a check mailed to Mr. [redacted] that same day.We are truly sorry for the oversight in Mr. [redacted] banking information change and feel the $50 refund is acceptable compensation for this oversight. Sincerely, Randi Rue Power 7264 Hanover Green DrivePO Box 640Mechanicsville, VA 23111(804) 730-7455(804) [email protected]