The Tax Ladies, Inc.

Due to the confidential nature of the topic, I'd like the opportunity to discuss this matter over the phone with Ms J. If possible, she can call me or I can call her at a scheduled time. That way I could also devote my undivided attention to her concerns. I will be available next Tuesday, Wednesday or Thursday. We are open to 5, however, I take my lunch at
I hope this is satisfactory with Ms J. Please send an email to *** with the preferred day and time
Thank you
*** ** ***
President
The Tax Ladies, Inc

Due to the confidential nature of the topic, I'd like the opportunity to discuss this matter over the phone with Ms *. If possible, she can call me or I can call her at a scheduled time. That way I could also devote my undivided attention to her concerns. I will be available next Tuesday, Wednesday or Thursday. We are open to 5, however, I take my lunch at
I hope this is satisfactory with Ms *. Please send an email to *** with the preferred day and time
Thank you
*** ** ***
President
The Tax Ladies, Inc

*** *** ** ***Sent: Thursday, March 31, 8:PMSubject: RE: You have a new message from Louisville KY Revdex.com complaint #*** Ms*’s return was prepared by *** *anuary 28, 2015. Her return was completed February 11, 2015. It is my belief a
lot of this issue is a multitude of misunderstandings and miscommunications. Since the return was completed prior to the 2012, I believe *** was explaining that she would not be able to add the dependents to at that time. It would need to be completed later. Added to the issue is that fact that even after repeated phone calls, the daughter’s documents weren’t dropped off until December 15, 2015. Due to other year end processes and training a preparer was not able to start the return until January 8, 2016. Due to still missing information, an IRS transcript was ordered and would arrive in the mail within business days. The transcription was received and the amended return completed *anuary 12, 2016.When Ms* picked up the amended return for her daughter, it was reviewed and explained why there was a balance due. She seemed to understand. She later called sometime later asking about the balance due on the amendment. It was re-explained over the phone and she seemed to understand. A couple of weeks later she called and said we amended the wrong tax return. Even though she provided the documents including the name, date of birth and social security number of the child and her daughter. We should have amended 2013, not 2012. She was advised not to mail the amendment, but bring it back in along with the so we could make corrections if necessary.On February 15, Ms**s and her daughter’s return documentation was dropped off. Ms* for 2012, 2013, & 2015. Due to the time to amend a federal return expiring in April, the file was promptly picked up by ***, one of the owners. *** is only in the office two days a week due to the health of her husband. The other days, she works from home.*** spoke with Ms* while she was working on the returns. Since Ms* was so insistent, *** agreed to amend her tax return to remove her daughter and the child. There was no need to do anything to the daughter’s previously amended return, since it had not been mailed to the IRS. At the request of Ms*, *** amended her return to add the two dependents. But Ms* advised *** that her daughter had given away the dependency for the child to a friend. Based on the conversations with Ms*, this was illegal and should be reported to the IRS. From the conversations it was determined the daughter and the child lived with Ms* until the end of August, Since the daughter did not work, she had proof she supported them.*** completed the returns and returned them to the office the next day she was able to come in. Ms* was then notified by voicemail the returns were ready to be picked up and what the total charges were. When Ms* arrived to pick up the returns, she stated she needed to speak with ***. The front office employee explained *** was only able to come into the office on Wednesdays and Fridays. She called the next day wanting to speak with *** and again was informed she was only in on Wednesdays and Fridays. At that time Ms* stated she needed to speak with *** because it was our fault that we amended the wrong year to begin with and that the original return was completed incorrectly. This prompted an email being sent to *** at home. On the days *** is able to come into the office, she is scheduled with appointments all day. It can be very difficult somedays to speak with a client on the phone. And due to the nature of our business, we can’t discuss a tax matter with a client over the phone with another client at our desk. When *** was able to speak to Ms* she explained our policy is payment is due when the work is completed and the returns are picked up. Since Ms* did not want to pay the fees *** informed her she could not have the returns that were completed. Ms* must have thought we were going to hold her documents, too. We could never do that. The documents do not belong to us. We are *ust allowed by our clients to use them to prepare the tax returns. Based on the documents and facts presented and verbally discussed for each year, as each year was completed, the returns were prepared accurately. We work long and hard to produce an accurate tax return based on what we are given to work with and what comes from conversations. Our fees are economical, but not free. It is unfortunate that due to misunderstandings and miscommunications the conversation became heated. Ms* has picked up all her original documents.Thanks,*** ** ***

From: *** ** ***Sent: Thursday, March 31, 8:PMSubject: RE: You have a new message from Louisville KY Revdex.com complaint #*** MsJ’s return was prepared by *** January 28, 2015. Her return was completed February 11, 2015. It is my belief a lot of this issue is a multitude of misunderstandings and miscommunications. Since the return was completed prior to the 2012, I believe *** was explaining that she would not be able to add the dependents to at that time. It would need to be completed later. Added to the issue is that fact that even after repeated phone calls, the daughter’s documents weren’t dropped off until December 15, 2015. Due to other year end processes and training a preparer was not able to start the return until January 8, 2016. Due to still missing information, an IRS transcript was ordered and would arrive in the mail within business days. The transcription was received and the amended return completed January 12, 2016.When MsJ picked up the amended return for her daughter, it was reviewed and explained why there was a balance due. She seemed to understand. She later called sometime later asking about the balance due on the amendment. It was re-explained over the phone and she seemed to understand. A couple of weeks later she called and said we amended the wrong tax return. Even though she provided the documents including the name, date of birth and social security number of the child and her daughter. We should have amended 2013, not 2012. She was advised not to mail the amendment, but bring it back in along with the so we could make corrections if necessary.On February 15, MsJ’s and her daughter’s return documentation was dropped off. MsJ for 2012, 2013, & 2015. Due to the time to amend a federal return expiring in April, the file was promptly picked up by ***, one of the owners. *** is only in the office two days a week due to the health of her husband. The other days, she works from home.*** spoke with MsJ while she was working on the returns. Since MsJ was so insistent, *** agreed to amend her tax return to remove her daughter and the child. There was no need to do anything to the daughter’s previously amended return, since it had not been mailed to the IRS. At the request of MsJ, *** amended her return to add the two dependents. But MsJ advised *** that her daughter had given away the dependency for the child to a friend. Based on the conversations with MsJ, this was illegal and should be reported to the IRS. From the conversations it was determined the daughter and the child lived with MsJ until the end of August, Since the daughter did not work, she had proof she supported them.*** completed the returns and returned them to the office the next day she was able to come in. MsJ was then notified by voicemail the returns were ready to be picked up and what the total charges were. When MsJ arrived to pick up the returns, she stated she needed to speak with ***. The front office employee explained *** was only able to come into the office on Wednesdays and Fridays. She called the next day wanting to speak with *** and again was informed she was only in on Wednesdays and Fridays. At that time MsJ stated she needed to speak with *** because it was our fault that we amended the wrong year to begin with and that the original return was completed incorrectly. This prompted an email being sent to *** at home. On the days *** is able to come into the office, she is scheduled with appointments all day. It can be very difficult somedays to speak with a client on the phone. And due to the nature of our business, we can’t discuss a tax matter with a client over the phone with another client at our desk. When *** was able to speak to MsJ she explained our policy is payment is due when the work is completed and the returns are picked up. Since MsJ did not want to pay the fees *** informed her she could not have the returns that were completed. MsJ must have thought we were going to hold her documents, too. We could never do that. The documents do not belong to us. We are just allowed by our clients to use them to prepare the tax returns. Based on the documents and facts presented and verbally discussed for each year, as each year was completed, the returns were prepared accurately. We work long and hard to produce an accurate tax return based on what we are given to work with and what comes from conversations. Our fees are economical, but not free. It is unfortunate that due to misunderstandings and miscommunications the conversation became heated. MsJ has picked up all her original documents.Thanks,*** ** ***

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.
[Provide details of why you are not satisfied with this resolution. Please respond here ONLY]'I have no idea who [redacted] is as I have never spoken to her heard from her or her name.I agree there has been some misunderstanding, but it should be very easy to clear up if Tax Ladies would just consult their records.  In her response (again someone I have never spoken to) there are several inaccuracies.1) I took BOTH my 2012 and 2013 tax forms in at the same time/same day.  I spoke with [redacted] briefly about my circumstances and left my tax info there and was called several days later to pickup the completed returns..  So I have no idea which return was completed first and have no idea why [redacted] would have completed them out of sequence. 2) I didn't intend to claim anyone which is the reason I was in no hurry to complete my taxes.  Had I known I could claim my daughter/g-son, I would have completed them in the year in which they were due.  [redacted] saw their info on my previous return, asked if they still lived with me, asked about her income and based on that info determined that I could claim both of them one of those years.  She brought up the fact that I COULD claim them and not the other way around nor did she tell me I couldn't as Ms [redacted] stated.3)All she needed my daughters return for was to make what was to be a MINOR adjustment to change her status to one that would allow me to claim her.  I was assured by [redacted] that  was the extent of it.  I already admitted that we didn't get that in in a timely manner (and contrary to Ms. [redacted]'s statement, there were no repeated phone calls). But, time is not the issue.  The issue is when I did finally get it in and paid for the amendment the result was that my daughter had to pay.4) Contrary to Ms. [redacted]'s statement, when I picked up the amended taxes, I didn't review them because it was only supposed to change my daughter's previous status and nothing else.  I just picked it up and left.  It wasn't until I met with my daughter  for her signature several days later that it was reviewed and found that she now has to pay.  That is when I called the first time and was told she  had to pay back the refund I received by claiming them. I DID ask why I [redacted] would recommend that I claim them, if my daughter owing would be the result.  All I got was the same answer.  As I stated in the original complaint, no one offered to look up the records, look any explanation for me...nothing.  5) I had to wait until I got home to look at my own records which is when I discovered she completed the original returns WRONG and had me claim my daughter and g-son on the wrong year.  Why would I tell her to do my taxes that way.  It's obvious she made a mistake.  I made the mistake of not reviewing them at the time, and didn't realize it until this amendment was done.  One I paid for.6) I didn't want to change to a new preparer so  I expected them to make me whole by finishing the process that caused and started.  But I also took in my 2014 and 2015 for completion and of course I expected to pay for them. 7)  The issue arose when [redacted] wanted to charge me for another amendment to the correct return, though I'd already paid for an amendment.  Yes, it was for the wrong year, because [redacted] completed my returned incorrectly which led to us thinking the wrong year needed amending.  I objected to that and asked [redacted] what responsibility are they going to take.  That is when she accused me of trying to get something for free and as I stated in the original complaint told me when I  paid for 14 and 15 she'd release my old returns.  I know that's illegal which is what I told [redacted] and probably the only reason I was able to pick them up.  8) The bottom line is this..I paid for my daughter's amendment, the fact that it was for the wrong year is not my fault, but the tax ladies and I don't believe I should have to pay    for another one.  I absolutely planned to pay for the 14 and 15 returns, but decided I wouldn't  give my hard earned money to anyone who speaks to me like I am less than the are which is exactly what [redacted] did.  I don't expect Tx ladies to work for free, but I do expect them to take responsibility for their mistakes. 
Regard
[redacted]

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.I have no idea who [redacted] is as I have never spoken to her heard from her or her name.I agree there has been some misunderstanding, but it should be very easy to clear up if Tax Ladies would *ust consult their records.  In her response (again someone I have never spoken to) there are several inaccuracies.1) I took BOTH my 2012 and 2013 tax forms in at the same time/same day.  I spoke with [redacted] briefly about my circumstances and left my tax info there and was called several days later to pickup the completed returns..  So I have no idea which return was completed first and have no idea why [redacted] would have completed them out of sequence. 2) I didn't intend to claim anyone which is the reason I was in no hurry to complete my taxes.  Had I known I could claim my daughter/g-son, I would have completed them in the year in which they were due.  [redacted] saw their info on my previous return, asked if they still lived with me, asked about her income and based on that info determined that I could claim both of them one of those years.  She brought up the fact that I COULD claim them and not the other way around nor did she tell me I couldn't as Ms [redacted] stated.3)All she needed my daughters return for was to make what was to be a MINOR adjustment to change her status to one that would allow me to claim her.  I was assured by [redacted] that  was the extent of it.  I already admitted that we didn't get that in in a timely manner (and contrary to Ms. [redacted]'s statement, there were no repeated phone calls). But, time is not the issue.  The issue is when I did finally get it in and paid for the amendment the result was that my daughter had to pay.4) Contrary to Ms. [redacted]'s statement, when I picked up the amended taxes, I didn't review them because it was only supposed to change my daughter's previous status and nothing else.  I *ust picked it up and left.  It wasn't until I met with my daughter  for her signature several days later that it was reviewed and found that she now has to pay.  That is when I called the first time and was told she  had to pay back the refund I received by claiming them. I DID ask why I [redacted] would recommend that I claim them, if my daughter owing would be the result.  All I got was the same answer.  As I stated in the original complaint, no one offered to look up the records, look any explanation for me...nothing.  5) I had to wait until I got home to look at my own records which is when I discovered she completed the original returns WRONG and had me claim my daughter and g-son on the wrong year.  Why would I tell her to do my taxes that way.  It's obvious she made a mistake.  I made the mistake of not reviewing them at the time, and didn't realize it until this amendment was done.  One I paid for.6) I didn't want to change to a new preparer so  I expected them to make me whole by finishing the process that caused and started.  But I also took in my 2014 and 2015 for completion and of course I expected to pay for them. 7)  The issue arose when [redacted] wanted to charge me for another amendment to the correct return, though I'd already paid for an amendment.  Yes, it was for the wrong year, because [redacted] completed my returned incorrectly which led to us thinking the wrong year needed amending.  I objected to that and asked [redacted] what responsibility are they going to take.  That is when she accused me of trying to get something for free and as I stated in the original complaint told me when I  paid for 14 and 15 she'd release my old returns.  I know that's illegal which is what I told [redacted] and probably the only reason I was able to pick them up.  8) The bottom line is this..I paid for my daughter's amendment, the fact that it was for the wrong year is not my fault, but the tax ladies and I don't believe I should have to pay    for another one.  I absolutely planned to pay for the 14 and 15 returns, but decided I wouldn't  give my hard earned money to anyone who speaks to me like I am less than the are which is exactly what [redacted] did.  I don't expect Tx ladies to work for free, but I do expect them to take responsibility for their mistakes. 
Regard
[redacted]