The Cain Law Group

*** *** hired *** Advisory Group (CAG) for accounting, payroll and tax services. He hired us on March 20, 2015. Our tax, accounting and payroll representatives met with him on separate occasions from March 1, until May 18, 2015. When signing up with CAG,
*** had no accounting system in place and he was not processing payroll. He met with *** *** in April with a request that *** review the corporate and personal tax returns that were completed by another accounting firm. *** did a review of the returns and recreated the tax returns in the CAG system. Effectively redoing his returns to confirm accuracy per ***'s request. Our payroll department established payroll allowing for him to receive a paycheck in accordance with IRS rules. We furthermore processed payroll per ***'s request monthly. Our bookkeeping department established a new *** file and completed the bookkeeping for the months of January, February, March, April and May. We further adjusted the books to match specific line items per the request from ***.*** was told that due to the nature of our business and the busy schedule of tax season, that the first planning session with *** *** would occur in May 2015. *** and *** met on May 18, for a review and planning session. This meeting lasted hours and concluded with *** receiving specific calculations regarding the business and personal tax obligations. *** also provided *** with additional detail of how much his company would have to increase gross revenue, allowing for him to reach certain personal goals he had for 2015. It was discussed that once the final *** work was completed, that we could meet again to shore up any discrepanciesTwo days later *** communicated to a people inside and outside of *** Advisory Group falsehoods about what was done and how services were provided. One week later *** cancelled our service with a variety of emails outlining claims and untruthful statements. Within business days we sent to *** all his payroll reports and information needed to take his payroll elsewhere for processing. We furthermore sent him (again) the financial reports month by month and year-to-date, in additional to the actual baof the *** file. *** Advisory Group continues to strive for excellence and we care deeply about all clients, so any time there is a unhappy customer we are not satisfied. *** ***

Review: I hired [redacted] Advisory Group for my small business's accounting and payroll needs. I was supposed to receive a report with my books and P+L statements, etc. at the end of each month. 2 months went by and I never received anything (even though I gave their team everything they needed, and in a prompt manner). Each time I inquired, I was told by [redacted] and his staff that they were still working on my account (even though we were now a month past the anticipated delivery date).

After becoming a client, we had 1 meeting and nothing was accomplished because the bookkeeper never finished the work in time so our 'tax planning meeting' was all based on guesstimates and no actual data. Enough was enough and I decided to cancel the service just shy of 2 months as I never received even 1 report from them.

I was very professional in my cancellation and politely requested a partial refund of services due to the fact they kept stringing me along with timelines and never really accomplished or delivered anything. Not only did [redacted] not 'work with me' on a partial refund, he became very defensive and childish on our phone call and hung up on me. (I was not rude at all and was simply looking for a solution to get Some of my money back due to services not being rendered).

I gave [redacted] one more chance via e-mail to try to salvage his foul-up, but he did not apologize and he did not show any give on me receiving a partial refund even though I was clearly not happy and his team did not deliver the services I paid for.

To top it off, his office is filthy and there were crumbs and all sorts of particles on the chair; disgusting! Also he and his team asked me the same questions at my first client meeting as they did in the introduction meeting; it's like no one was listening or they forgot to log their notes.

One of [redacted]'s closing remarks on the phone (before hanging up on me) was that he never 'promised' me anything. I told him that he and his team 'promised' me certain reports by a certain delivery date (which was never met - and STILL not received after cancellation). To me a promise is no different than a business making a commitment to deliver a product or service by a certain time frame; call it what you want - a promise, commitment, pledge; they all mean the same thing. Based on his logic, his word holds no merit unless he 'promises' something, lol.

I am now amidst a dispute with my credit card company trying to salvage some of the money I threw away with [redacted] Advisory Group.Desired Settlement: An apology from [redacted] and partial refund ($500) of the $750 in monies I paid them.

Business

Response:

[redacted] hired [redacted] Advisory Group (CAG) for accounting, payroll and tax services. He hired us on March 20, 2015. Our tax, accounting and payroll representatives met with him on 4 separate occasions from March 1, 2015 until May 18, 2015. When signing up with CAG, [redacted] had no accounting system in place and he was not processing payroll. He met with [redacted] in April with a request that [redacted] review the 2014 corporate and personal tax returns that were completed by another accounting firm. [redacted] did a review of the returns and recreated the tax returns in the CAG system. Effectively redoing his 2014 returns to confirm accuracy per [redacted]'s request. Our payroll department established payroll allowing for him to receive a paycheck in accordance with IRS rules. We furthermore processed payroll per [redacted]'s request monthly. Our bookkeeping department established a new [redacted] file and completed the bookkeeping for the months of January, February, March, April and May. We further adjusted the books to match specific line items per the request from [redacted] was told that due to the nature of our business and the busy schedule of tax season, that the first planning session with [redacted] would occur in May 2015. [redacted] and [redacted] met on May 18, 2015 for a review and planning session. This meeting lasted 1.5 hours and concluded with [redacted] receiving specific calculations regarding the business and personal tax obligations. [redacted] also provided [redacted] with additional detail of how much his company would have to increase gross revenue, allowing for him to reach certain personal goals he had for 2015. It was discussed that once the final [redacted] work was completed, that we could meet again to shore up any discrepancies. Two days later [redacted] communicated to a people inside and outside of [redacted] Advisory Group falsehoods about what was done and how services were provided. One week later [redacted] cancelled our service with a variety of emails outlining false claims and untruthful statements. Within 2 business days we sent to [redacted] all his payroll reports and information needed to take his payroll elsewhere for processing. We furthermore sent him (again) the financial reports month by month and year-to-date, in additional to the actual back-up of the [redacted] file. [redacted] Advisory Group continues to strive for excellence and we care deeply about all clients, so any time there is a unhappy customer we are not satisfied. [redacted]