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Terry Cambell & Associates

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Reviews Terry Cambell & Associates

Terry Cambell & Associates Reviews (5)

2013 was completed properly. Amendment was required do to inconsistent reporting by nanny agency, which was thouroughly explained to client. Amended was comlpleted at no additional charge. 2014 was properly completed and the electronic filing was rejected with an error code [redacted] which...

indicates another return has already been filed using clients ssn. I following the [redacted] required procedures and completed the identity theft affidavit, attached the 2014 tax and mailed to client for mailing. I did not submit a 2014 tax return to [redacted]. Client got impatient and called the [redacted] number on the letter rather than the identity theft unit and received who knows what explanation. After emailing me with her assumptions about what happened, she finally called the identity theft unit and per her emails, explanation was different than before. As far as wanting me to be more responsive, I cannot call and speak to the [redacted] on a clients behalf without a signed power of attorney. Rather than charge for the time, I thought it would be best if client made the call with my direction. Tax returns were accurately completed and delivered. Sometimes returns get hung up in the system and there is no quick resolution. When this occurs, people need someone to blame. I guess it's my turn. No refund will be issued. [redacted]Owner

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
Mr. [redacted] admitted last year that he made a mistake on our original tax filing and had to therefore complete an amended return. He is stating that he did not send in a tax return this year, when in fact the [redacted] is saying that he did send in a return with incorrect information and then I sent in a return with the correct information and the identity theft affidavit.  This caused the original agent at the [redacted] who I did call in the identity theft unit to be confused and state that there were duplicate returns (which there were) instead of an identity theft issue. The facts are against Mr. [redacted]. There were three returns according to the [redacted]. 1) The fraudulent return. Which has completely incorrect information other than social. Which I agree that Mr. [redacted] is not responsible.  As a side note he was in fact he angry that I called the identity theft unit. Which he is now saying that was the correct thing to do.2) The incorrect return, which was sent to the [redacted] with all of our true information from 2013, which only ourselves and Mr. [redacted] and his office could have had. This incorrect return was sent on a date before we had our 2014 return from Mr. [redacted], so we could not have sent it. The [redacted] says that this return even had our correct bank routing information, which would not occur on a fraudulent return. The only person who could have been responsible for this duplicate return is Mr. [redacted] himself. Due to this duplicate return we received an additional tax bill that was quite large and disturbing. The [redacted] confirmed that this would not have been sent without the confusion around the erroneous duplicate return.3) The correct return, which was sent in by myself after having received it from Mr. [redacted] in the mail. I sent it in per his instructions with the identity theft affidavit.Mr. [redacted] was in error twice and seems to be unable to admit it or to communicate properly with his clients.
Regards,
[redacted] & [redacted]

I made a mistake on 2013 and I corrected it at no additional charge to the client. I can prove that the2014 efiled tax return submitted by me was rejected by [redacted] with a rejection code [redacted], which I gave to client to look up and it clearly outlines that I follow the procedure for identity theft, which I did. 2013 and 2014 tax returns were accurately completed and delivered, which is what I was retained to do. Any follow up discussions with the [redacted] is a separate engagement requiring a power of attorney and an additional fee. I deem this matter to be closed.

2013 was completed properly. Amendment was required do to inconsistent reporting by nanny agency, which was thouroughly explained to client. Amended was comlpleted at no additional charge. 2014 was properly completed and the electronic filing was rejected with an error code [redacted] which...

indicates another return has already been filed using clients ssn. I following the [redacted] required procedures and completed the identity theft affidavit, attached the 2014 tax and mailed to client for mailing. I did not submit a 2014 tax return to [redacted]. Client got impatient and called the [redacted] number on the letter rather than the identity theft unit and received who knows what explanation. After emailing me with her assumptions about what happened, she finally called the identity theft unit and per her emails, explanation was different than before. As far as wanting me to be more responsive, I cannot call and speak to the [redacted] on a clients behalf without a signed power of attorney. Rather than charge for the time, I thought it would be best if client made the call with my direction. Tax returns were accurately completed and delivered. Sometimes returns get hung up in the system and there is no quick resolution. When this occurs, people need someone to blame. I guess it's my turn. No refund will be issued. [redacted]Owner

I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.

Mr. [redacted] admitted last year that he made a mistake on our original tax filing and had to therefore complete an amended return. He is stating that he did not send in a tax return this year, when in fact the [redacted] is saying that he did send in a return with incorrect information and then I sent in a return with the correct information and the identity theft affidavit.  This caused the original agent at the [redacted] who I did call in the identity theft unit to be confused and state that there were duplicate returns (which there were) instead of an identity theft issue. The facts are against Mr. [redacted]. There were three returns according to the [redacted]. 1) The fraudulent return. Which has completely incorrect information other than social. Which I agree that Mr. [redacted] is not responsible.  As a side note he was in fact he angry that I called the identity theft unit. Which he is now saying that was the correct thing to do.2) The incorrect return, which was sent to the [redacted] with all of our true information from 2013, which only ourselves and Mr. [redacted] and his office could have had. This incorrect return was sent on a date before we had our 2014 return from Mr. [redacted], so we could not have sent it. The [redacted] says that this return even had our correct bank routing information, which would not occur on a fraudulent return. The only person who could have been responsible for this duplicate return is Mr. [redacted] himself. Due to this duplicate return we received an additional tax bill that was quite large and disturbing. The [redacted] confirmed that this would not have been sent without the confusion around the erroneous duplicate return.3) The correct return, which was sent in by myself after having received it from Mr. [redacted] in the mail. I sent it in per his instructions with the identity theft affidavit.Mr. [redacted] was in error twice and seems to be unable to admit it or to communicate properly with his clients.

Regards,

[redacted] & [redacted]

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Address: P.O Box 880498, El Paso, Texas, United States, 79901

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