Our company record show that we did not file a tax return for [redacted] for He must have the wrong accounting firm Thank You [redacted] Owner of J&G Armadillo's Bookkeeping ###-###-#### cell
My secretary [redacted] has been working very close with Mrs [redacted] for the past three weeks for her to bring in any education or training that was taking for Mrs [redacted] stated to my secretary [redacted] that she did not tell the accountant [redacted] that she had any education for Looking at her folder for 2012, Ms [redacted] accountant asked all the required question for taxes and customer(s) [redacted] responded the Mr [redacted] had taken some Safety Council Training for his work and Mrs [redacted] had taken some classes /training at Devry Univ-training Copy of this was given to the client during the tax interview My secretary explain to Mrs [redacted] that the accountant asked the question during the interview and somehow someone answer her question and gave her that information because taxes are completed in front of the client right there with the accountant I [redacted] tried contacting the client by phone but no answer, so I instructed my secretary [redacted] to talk to her to get copies of any certificate or payment of any education courses she paid, and if she did not have anything that I would need to amend her taxes at no cost Our accountants are train and are highly educated and achieve all the test score with at min average Mr& Mrs [redacted] did come to our office on Feb 5, 2013, not all documentation were available for download, but like we instruct all our clients that its their responsibility to make sure we get all the correct document or customer needs to hold on the documents if for any reason the IRS request a copy This is written on the customer profile folder that customer gets before they see the account The customer also signs the folder On July 18, [redacted] spoke to Mrs [redacted] once again that we are here to assist her, but Mrs [redacted] stated to [redacted] that she was going to hire an attorney We are not here to make any customers upset, we are here to help and assist the client We ask the client question about there taxes and clients respond to question But we also tell the client make sure every receipt and information we talked about on your tax return goes in your folder and file it away I will be glad to assist Mrs [redacted] if she still would like for us to assist her with her taxes I am available Monday thru Thursday am to pm ask for [redacted] Owner of J&G Armadillo's Bookkeeping cell ###-###-#### email: [redacted] [email protected]
Dear *** ***,My name is *** *** *** of J&G Armadillo's Bookking & Notary Services at *** *** *** *** ***, ** ***, sorry its has taken me a little longer to find out what was going on with the client above "*** ***".
On my investigation I found out that *** *** is not the name she file on our records it is *** *** this is why it took a longer to find out what was going on. ** *** should address her-self how she file on her tax return and it would of been a faster processing than having of my staff looking and tracing what was going on with her case. ** *** *** (***) came to our office and we prepared her income tax as what she gave us with her information and account number with routing number. First of all she gave us the wrong account number so her tax refund was direct deposit to the account she gave us on file. *** *** *** (***) called us and spoke to *** our office manager who filled out a form to correct her direct deposit that form was filled out and it is up to the bank or the irs to investigate why was the account number given incorrectly and in the first place. Why I was doing my investigation and speaking with IRS agents *** *** refund did get return back to IRS so the IRS will issue her a check . *** *** also mention that she had spoken to the IRS and they had told her that her refund was direct deposit to our company bank under "ARMADILLO'S Bank", occurring to the iRS they told ** *** *** that her refund was direct deposit to one of our Bank Product that we use to issue refund which was PPS which is Perfer Product Solution Inc Bank out of Waco, TX. *** *** check had been floating between PPS and IRS because when she came to file in our tax office she came in as ** *** *** not ** *** *** and her accounting number did not match with her last name. The IRS will be mailing her a refund check, it is out of our hands. Our company does have a 24/answering service that collect all the info and does transfer it to my personal cell phone and other accountants who are assign in the office. Thank You, *** *** ***
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to meAlso I have filed a complaint with the irs for further reviewThanks for your help in this matter.
Regards,
*** ***
I've been driving from Austin to this company for years because Jeanette is the best, and I've always been grateful to herHowever, after today's experience I'm sad to say I will not be returningMy husband and I made this appointment a couple of months ago for a SaturdayAbout a week ago I received a call that they needed to reschedule as Jeanette had just decided she no longer wished to work weekends So they changed it to Friday and both he and I had to take the day off from work We arrived expecting a wait, as usual, however they were not accepting walk-ins today, which should have lessened the wait time Our appointment was for 10: They open at 9, but Jeanette didn't arrive until 10: We waited two more hours to see specifically her out of trust and loyalty, but she refused to see us and had an associate help her with her files insteadWe politely declined Carlos' assistance, explaining what we had already gone through to get to this point He didn't want to take no for an answer, and ensured that she could review it before we left We finally agreed only to be sorely let down by his estimateWe asked her to check, but instead of taking us to her to at least hear her opinion, he just took the file returning a couple minutes later to say that everything was plugged in correctlyI felt that he wasn't telling us somethingAfter probing he made it clear that only people who make more or have businesses are the ones she had deemed to see, no matter when we arrived, ignoring that we had an appointment set for months, only to be changed and affect our paychecks last minute, wasting our seven hour round trip drive, and not even bothering to review our refund before being processedIt is apparent that loyalty doesn't matter to this company, and while we don't make them as much as other clients, we will be taking our business elsewhere in the future
Our company record show that we did not file a tax return for [redacted] for 2013. He must have the wrong accounting firm. Thank You [redacted] Owner of J&G Armadillo's Bookkeeping ###-###-#### cell
The client [redacted] advise me that she drop the dispute and she did receive her refund the next day. I also looked at her return and review it with her and it was done correct.
My secretary [redacted] has been working very close with Mrs. [redacted] for the past three weeks for her to bring in any education or training that was taking for 2012. Mrs. [redacted] stated to my secretary [redacted] that she did not tell the accountant [redacted] that she had any education for 2012. Looking at her folder for 2012, Ms. [redacted] accountant asked all the required question for taxes and customer(s) [redacted] responded the Mr. [redacted] had taken some Safety Council Training for his work and Mrs. [redacted] had taken some classes /training at Devry Univ-training. Copy of this was given to the client during the tax interview. My secretary explain to Mrs. [redacted] that the accountant asked the question during the interview and somehow someone answer her question and gave her that information because taxes are completed in front of the client right there with the accountant. I [redacted] tried contacting the client by phone but no answer, so I instructed my secretary [redacted] to talk to her to get copies of any certificate or payment of any education courses she paid, and if she did not have anything that I would need to amend her taxes at no cost. Our accountants are train and are highly educated and achieve all the test score with at min 98 average. Mr. & Mrs. [redacted] did come to our office on Feb 5, 2013, not all documentation were available for download, but like we instruct all our clients that its their responsibility to make sure we get all the correct document or customer needs to hold on the documents if for any reason the IRS request a copy. This is written on the customer profile folder that customer gets before they see the account. The customer also signs the folder.
On July 18, [redacted] spoke to Mrs. [redacted] once again that we are here to assist her, but Mrs. [redacted] stated to [redacted] that she was going to hire an attorney. We are not here to make any customers upset, we are here to help and assist the client. We ask the client question about there taxes and clients respond to question. But we also tell the client make sure every receipt and information we talked about on your tax return goes in your folder and file it away. I will be glad to assist Mrs. [redacted] if she still would like for us to assist her with her 2012 taxes. I am available Monday thru Thursday 11 am to 3 pm. ask for [redacted] Owner of J&G Armadillo's Bookkeeping. cell ###-###-#### email: [redacted][email protected]
Our company record show that we did not file a tax return for [redacted] for He must have the wrong accounting firm Thank You [redacted] Owner of J&G Armadillo's Bookkeeping ###-###-#### cell
My secretary [redacted] has been working very close with Mrs [redacted] for the past three weeks for her to bring in any education or training that was taking for Mrs [redacted] stated to my secretary [redacted] that she did not tell the accountant [redacted] that she had any education for Looking at her folder for 2012, Ms [redacted] accountant asked all the required question for taxes and customer(s) [redacted] responded the Mr [redacted] had taken some Safety Council Training for his work and Mrs [redacted] had taken some classes /training at Devry Univ-training Copy of this was given to the client during the tax interview My secretary explain to Mrs [redacted] that the accountant asked the question during the interview and somehow someone answer her question and gave her that information because taxes are completed in front of the client right there with the accountant I [redacted] tried contacting the client by phone but no answer, so I instructed my secretary [redacted] to talk to her to get copies of any certificate or payment of any education courses she paid, and if she did not have anything that I would need to amend her taxes at no cost Our accountants are train and are highly educated and achieve all the test score with at min average Mr& Mrs [redacted] did come to our office on Feb 5, 2013, not all documentation were available for download, but like we instruct all our clients that its their responsibility to make sure we get all the correct document or customer needs to hold on the documents if for any reason the IRS request a copy This is written on the customer profile folder that customer gets before they see the account The customer also signs the folder On July 18, [redacted] spoke to Mrs [redacted] once again that we are here to assist her, but Mrs [redacted] stated to [redacted] that she was going to hire an attorney We are not here to make any customers upset, we are here to help and assist the client We ask the client question about there taxes and clients respond to question But we also tell the client make sure every receipt and information we talked about on your tax return goes in your folder and file it away I will be glad to assist Mrs [redacted] if she still would like for us to assist her with her taxes I am available Monday thru Thursday am to pm ask for [redacted] Owner of J&G Armadillo's Bookkeeping cell ###-###-#### email: [redacted] [email protected]
Dear *** ***,My name is *** *** *** of J&G Armadillo's Bookking & Notary Services at *** *** *** *** ***, ** ***, sorry its has taken me a little longer to find out what was going on with the client above "*** ***".
On my investigation I found out that *** *** is not the name she file on our records it is *** *** this is why it took a longer to find out what was going on. ** *** should address her-self how she file on her tax return and it would of been a faster processing than having of my staff looking and tracing what was going on with her case. ** *** *** (***) came to our office and we prepared her income tax as what she gave us with her information and account number with routing number. First of all she gave us the wrong account number so her tax refund was direct deposit to the account she gave us on file. *** *** *** (***) called us and spoke to *** our office manager who filled out a form to correct her direct deposit that form was filled out and it is up to the bank or the irs to investigate why was the account number given incorrectly and in the first place. Why I was doing my investigation and speaking with IRS agents *** *** refund did get return back to IRS so the IRS will issue her a check . *** *** also mention that she had spoken to the IRS and they had told her that her refund was direct deposit to our company bank under "ARMADILLO'S Bank", occurring to the iRS they told ** *** *** that her refund was direct deposit to one of our Bank Product that we use to issue refund which was PPS which is Perfer Product Solution Inc Bank out of Waco, TX. *** *** check had been floating between PPS and IRS because when she came to file in our tax office she came in as ** *** *** not ** *** *** and her accounting number did not match with her last name. The IRS will be mailing her a refund check, it is out of our hands. Our company does have a 24/answering service that collect all the info and does transfer it to my personal cell phone and other accountants who are assign in the office. Thank You, *** *** ***
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to meAlso I have filed a complaint with the irs for further reviewThanks for your help in this matter.
Regards,
*** ***
I've been driving from Austin to this company for years because Jeanette is the best, and I've always been grateful to herHowever, after today's experience I'm sad to say I will not be returningMy husband and I made this appointment a couple of months ago for a SaturdayAbout a week ago I received a call that they needed to reschedule as Jeanette had just decided she no longer wished to work weekends So they changed it to Friday and both he and I had to take the day off from work We arrived expecting a wait, as usual, however they were not accepting walk-ins today, which should have lessened the wait time Our appointment was for 10: They open at 9, but Jeanette didn't arrive until 10: We waited two more hours to see specifically her out of trust and loyalty, but she refused to see us and had an associate help her with her files insteadWe politely declined Carlos' assistance, explaining what we had already gone through to get to this point He didn't want to take no for an answer, and ensured that she could review it before we left We finally agreed only to be sorely let down by his estimateWe asked her to check, but instead of taking us to her to at least hear her opinion, he just took the file returning a couple minutes later to say that everything was plugged in correctlyI felt that he wasn't telling us somethingAfter probing he made it clear that only people who make more or have businesses are the ones she had deemed to see, no matter when we arrived, ignoring that we had an appointment set for months, only to be changed and affect our paychecks last minute, wasting our seven hour round trip drive, and not even bothering to review our refund before being processedIt is apparent that loyalty doesn't matter to this company, and while we don't make them as much as other clients, we will be taking our business elsewhere in the future
Complaint: [redacted]
I am rejecting this response because:
The file was from 2012, done on 2013, thank you
Regards,
[redacted]
Our company record show that we did not file a tax return for [redacted] for 2013. He must have the wrong accounting firm. Thank You [redacted] Owner of J&G Armadillo's Bookkeeping ###-###-#### cell
The client [redacted] advise me that she drop the dispute and she did receive her refund the next day. I also looked at her return and review it with her and it was done correct.
My secretary [redacted] has been working very close with Mrs. [redacted] for the past three weeks for her to bring in any education or training that was taking for 2012. Mrs. [redacted] stated to my secretary [redacted] that she did not tell the accountant [redacted] that she had any education for 2012. Looking at her folder for 2012, Ms. [redacted] accountant asked all the required question for taxes and customer(s) [redacted] responded the Mr. [redacted] had taken some Safety Council Training for his work and Mrs. [redacted] had taken some classes /training at Devry Univ-training. Copy of this was given to the client during the tax interview. My secretary explain to Mrs. [redacted] that the accountant asked the question during the interview and somehow someone answer her question and gave her that information because taxes are completed in front of the client right there with the accountant. I [redacted] tried contacting the client by phone but no answer, so I instructed my secretary [redacted] to talk to her to get copies of any certificate or payment of any education courses she paid, and if she did not have anything that I would need to amend her taxes at no cost. Our accountants are train and are highly educated and achieve all the test score with at min 98 average. Mr. & Mrs. [redacted] did come to our office on Feb 5, 2013, not all documentation were available for download, but like we instruct all our clients that its their responsibility to make sure we get all the correct document or customer needs to hold on the documents if for any reason the IRS request a copy. This is written on the customer profile folder that customer gets before they see the account. The customer also signs the folder.
On July 18, [redacted] spoke to Mrs. [redacted] once again that we are here to assist her, but Mrs. [redacted] stated to [redacted] that she was going to hire an attorney. We are not here to make any customers upset, we are here to help and assist the client. We ask the client question about there taxes and clients respond to question. But we also tell the client make sure every receipt and information we talked about on your tax return goes in your folder and file it away. I will be glad to assist Mrs. [redacted] if she still would like for us to assist her with her 2012 taxes. I am available Monday thru Thursday 11 am to 3 pm. ask for [redacted] Owner of J&G Armadillo's Bookkeeping. cell ###-###-#### email: [redacted][email protected]