Synergy Tax & Accounting Inc

Complaint: ***
I am rejecting this response because: in regards to having to turn of my phone to avoid messages, I should not have to prevent messages in case of emergency situations to avoid a business call that should not be happening at 11pmyou can not simply "forget" that its dark outsideand this does not excuse the language directed at me or my wife, which was completely unacceptable you do not get to call your client a "***", "***", or "trailer trash"especially using your business phone, and business email.after the first incident of this attitude, Anita was explicitly told that we no longer wanted her to file and no longer wanted to have her as our tax preparerShe went ahead and filed anyways and then tried to charge us for services renderedwe refused to pay for services we told her not to perform, and while she states she does not use tax collection services, that does not excuse the call we got in regards to collection on her behalfwe informed them that Anita was still trying to collect from us and they never contacted us again.She was also asked to return any documentation that she had of ours, as she was given the original copieswhich she never returned and has been holding as ransom until she gets the money she thinks she deserves.As for being in business for years without a complaint, thats only because she hadnt dealt with anybody completely un-willing to put up with her attitudeor maybe because like she said, she is my mother and thinks that she can treat my wife differently than any other client.I want this woman to stop contacting me as she is clearly blinded by her own ignorance and unable to see reason
Sincerely,
*** *** ***

RE: ID #[redacted]To Whom It May concern:In answer to the complaint:[redacted] is my son and I did not call, I texted, forgetting whattime it was. If they don't want to receive text messages after certainhours they should turn the phone off.As far as the police report is concerned, I have not...

been contacted byany police agency with regards to this or any other matter.The debt owed is for tax return preparation that was specificallyrequested by his wife. Paper returns were delivered for prior tax yearsto be filed by her. I am in possession of IRS Form 2848, Power ofAttorney and Declaration of Representative, giving me authority todiscuss her tax return information with the Internal Revenue Service. Iam also in possession of a signed engagement letter, engaging myservices to prepare tax returns for tax years 2011 - 2015. In addition,I have a signed IRS Form 8879, IRS e-file Signature Authorization, fortax year 2015, allowing me to e-file the 2015 tax return. Based onthose facts, I do not understand why she is now claiming that I was notsupposed to prepare her tax returns.[redacted] and his wife promised to pay when they had the money. As of thisdate nothing has been paid.The account has not been sent to collections, as I do not use acollection service. I don't know how they can claim that they had todeal with a "credit company".The facts in my files absolutely contradict the statements in thecomplaint. Based on prior interactions with these people and based oninformation from other sources about these people I would suggest thatthe complaint is a complete and utter lie. I have been in business forover 20 years and have never had anyone complain about my services.Sincerely,Anita R[redacted], EA, LTc

[redacted] is not now or ever has been my client/customer. Apparently, he is filing a complaint on behalf of his wife, who in no uncertain terms prohibited me from discussing her tax situation with her husband. According to Internal Revenue Circular 230 I am required to provide one (1) copy of the tax return to the client, which I did.  If she needs an additional copy she can use IRS Form 4506 to request one from the IRS. Tax years 2011 through 2014 were all paper filed returns, which I prepared but did not file.  She filed those herself. Tax year 2015 I e-filed because I have a signed Form 8879 from her requiring me to file the return. All tax records obtained during the engagement have been returned with copies of the tax returns for each year.  This includes IRS transcripts obtained by me which I am not required to return as those are considered workpapers. Most of the tax documents were either obtained through IRS transcripts or emailed and texted to me, so she has the originals. I do not understand why they claim that I have a collection service contact them on my behalf. I do not use a collection service.  Apparently, they have other debt collection issues and are confused about who is contacting them regarding those various debts. I have no interest in further direct contact with these entitlement babies who don’t want to pay for services requested and slandering honest business owners to avoid paying for services rendered. I would like this case closed as it obviously is a personal vendetta by my son against me.