Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that the response would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] It is very unprofessional to do business in the manner in which Balanced Bookkeeping have chosenWe have contacted Balanced Bookkeeping for a simple update via phone and via emailWe have not received a response If they think it's best to close their business for several weeks after tax season that is their choice, but it still does not justify cutting off all contact with their customers especially if they have unresolved business with a client such as in our case....completing the amendment and filing of the state taxesWe were left in the dark as to "when" they would actually file the amendmentStating that they would file the amendment "after the tax season" does not specify to us "when" and that is the information that they refused to provide to usThis is the whole point and it is the very reason that this complaint was sent to Revdex.com in the first placeIt is 5/23/and as of today, we are well past the end of the tax season and still we are left without an answer of "when" Balanced Bookkeeping would continue with the amendment and completing the state taxesNo return phone callNo return email We have been a long standing customer with Balanced BookkeepingThey have not been the greatest with returning phone calls over the years but this incident was the worst communication that I have experienced with any companyYou would think that they would treat a long standing customer better than thisThis complaint could have been avoided had they chosen to be professional and communicateWe never wish to do business again with Balanced Bookkeeping because they have acted so unprofessionallyIt is not right for them to call their business a professional business when they will not return communications to ensure that their clients are not left in the darkSeveral messages were left unansweredDeborah F [redacted] stated that we initially withheld pertinent informationThis was not purposely doneThere were W2's sent to us for We believed them to be duplicates so we sent of the Apparently we sent the one with the missing info that Deborah neededDeborah is the tax preparerMaybe if she was more skilled in her profession, she may have caught the the missing information on the that we sentInstead, Deborah called me after she haphazardly sent our state taxes in then she discovered the error and after the fact she called and asked me "do you happen to have another return and if so, what is in box 17?" I explained that I did have another return which I thought was a duplicate and she stated that it was the one that she neededI told her what was in box and she confirmed that the one that I had is the one that she needed sent to herI scanned and emailed it to her immediately the same dayShe did explain that an amendment needed to be done in order to file the state taxes and she did explain that after the tax season, she would do so I called her and emailed her after the tax season several times to ask if she had filed the amendment and proceeded with the filing of the state taxes and she failed to return my emails or phone callsWe were due a refund and this business showed no sense of urgency or importance in handling this matter in which they were paid to do and they did not care to communicate This is the reason why the Revdex.com complaint was filedIt was filed due to the non responsiveness and because of the unprofessional manner in which Balance Bookkeeping chose to conduct business[redacted] and [redacted]
We are in receipt of your letter dates May 2, 2016, whereas our client(s) have filed a complaint.These client(s) have been long standing client(s) with our companyTheir payment of $for both the federal and state Tax Year filing was satisfiedWe had prepared the client(s) tax returns timely both federal and state with the information that was supplied to usUpon completion of both the federal and state filing, it was discovered that the client(s) had withheld pertinent information that was crucial for the initial tax preparation filingRegrettably, the client(s) had failed to send all adequate documentation for the initial Tax Year filingThese client(s) were made aware of their dilemmaIn our telephone discussion, the client(s) indicated that she did not believe the missing information to be of importanceShe believed it to have been duplication so had not included the document in the initial mailing of documentation to our officeAt that time, the client(s) were informed that an amendment was necessary to conclude the filing processThey were also told at that time that the amendment was not able to be performed until the close of our tax seasonIt is customary for our office to close for several weeks after our strenous tax season which explains our not being readily available to receive any telephone callsThis is a very unfortunate situation, but to no fault on our behalfThe fee for the amendment will be assessed at the time of preparationThe services that we were compensated for were executedSincerely,BALANCED BOOKKEEPING & TAX SERVICEDeborah LF*President/dfEnc
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that the response would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] It is very unprofessional to do business in the manner in which Balanced Bookkeeping have chosenWe have contacted Balanced Bookkeeping for a simple update via phone and via emailWe have not received a response If they think it's best to close their business for several weeks after tax season that is their choice, but it still does not justify cutting off all contact with their customers especially if they have unresolved business with a client such as in our case....completing the amendment and filing of the state taxesWe were left in the dark as to "when" they would actually file the amendmentStating that they would file the amendment "after the tax season" does not specify to us "when" and that is the information that they refused to provide to usThis is the whole point and it is the very reason that this complaint was sent to Revdex.com in the first placeIt is 5/23/and as of today, we are well past the end of the tax season and still we are left without an answer of "when" Balanced Bookkeeping would continue with the amendment and completing the state taxesNo return phone callNo return email We have been a long standing customer with Balanced BookkeepingThey have not been the greatest with returning phone calls over the years but this incident was the worst communication that I have experienced with any companyYou would think that they would treat a long standing customer better than thisThis complaint could have been avoided had they chosen to be professional and communicateWe never wish to do business again with Balanced Bookkeeping because they have acted so unprofessionallyIt is not right for them to call their business a professional business when they will not return communications to ensure that their clients are not left in the darkSeveral messages were left unansweredDeborah F [redacted] stated that we initially withheld pertinent informationThis was not purposely doneThere were W2's sent to us for We believed them to be duplicates so we sent of the Apparently we sent the one with the missing info that Deborah neededDeborah is the tax preparerMaybe if she was more skilled in her profession, she may have caught the the missing information on the that we sentInstead, Deborah called me after she haphazardly sent our state taxes in then she discovered the error and after the fact she called and asked me "do you happen to have another return and if so, what is in box 17?" I explained that I did have another return which I thought was a duplicate and she stated that it was the one that she neededI told her what was in box and she confirmed that the one that I had is the one that she needed sent to herI scanned and emailed it to her immediately the same dayShe did explain that an amendment needed to be done in order to file the state taxes and she did explain that after the tax season, she would do so I called her and emailed her after the tax season several times to ask if she had filed the amendment and proceeded with the filing of the state taxes and she failed to return my emails or phone callsWe were due a refund and this business showed no sense of urgency or importance in handling this matter in which they were paid to do and they did not care to communicate This is the reason why the Revdex.com complaint was filedIt was filed due to the non responsiveness and because of the unprofessional manner in which Balance Bookkeeping chose to conduct business[redacted] and [redacted]
We are in receipt of your letter dates May 2, 2016, whereas our client(s) have filed a complaint.These client(s) have been long standing client(s) with our companyTheir payment of $for both the federal and state Tax Year filing was satisfiedWe had prepared the client(s) tax returns timely both federal and state with the information that was supplied to usUpon completion of both the federal and state filing, it was discovered that the client(s) had withheld pertinent information that was crucial for the initial tax preparation filingRegrettably, the client(s) had failed to send all adequate documentation for the initial Tax Year filingThese client(s) were made aware of their dilemmaIn our telephone discussion, the client(s) indicated that she did not believe the missing information to be of importanceShe believed it to have been duplication so had not included the document in the initial mailing of documentation to our officeAt that time, the client(s) were informed that an amendment was necessary to conclude the filing processThey were also told at that time that the amendment was not able to be performed until the close of our tax seasonIt is customary for our office to close for several weeks after our strenous tax season which explains our not being readily available to receive any telephone callsThis is a very unfortunate situation, but to no fault on our behalfThe fee for the amendment will be assessed at the time of preparationThe services that we were compensated for were executedSincerely,BALANCED BOOKKEEPING & TAX SERVICEDeborah LF
*President/dfEnc