The Tax Ladies

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 and 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 sequence2) 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 themI 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 and for completion and of course I expected to pay for them7) 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 and 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 and 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 [Provide details of why you are not satisfied with this resolutionPlease 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 and 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 sequence2) 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 themI 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 and for completion and of course I expected to pay for them7) 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 and 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 and 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]

[A default letter is provided here which indicates that the business has not responded to you directly.  If you wish, you may update it before sending it.]
Revdex.com:
At this time, I have not been contacted by The Tax Ladies regarding complaint ID...

[redacted].
Regards,
[redacted]

Review: I was planning to claim my parents as dependents for tax return this February. So I called the Tax Ladies company to help me apply Individual Taxpayer Identification Number (ITIN) for my parents which number is needed for tax return. They told me that they only need my parents passports and no more document is needed for the application. And they also guaranteed that they can get the ITIN within 4 weeks since my parents would travel to china on April 3 and wouldnt come back in one year. So I scheduled an appointment with them on the next week.When I visit their office at the end of February, I have confirmed with them several times that if we can provide passports and my parents show up, they can get the ITIN number for us in 4 weeks. So I paid the processing fee at that time. However, I received a letter from IRS on March 24 said they need more documents for the application and the deadline is May 3. I emailed the letter to the Tax Ladies on the second day. Their response was IRS had changed the policy and now they needed certified passports instead of the original ones for the ITIN application which was definitely different from what they promised. They suggested me to get the certified passports from where the passports were issued in China. I have contacted [redacted] at Washington D.C., U[redacted], and the [redacted] which issued the passports. Unfortunately, none of them provide this kind of service. So I emailed the Tax Ladies again on April 17 asking for their help to solve this problem. But they didnt reply me.On April 23, I emailed the Tax Ladies again telling them I have to give up claiming my parents as dependents for tax return. Since its coming near the deadline, and they hadnt given us a definite answer how to solve this problem. It was their promise made us believe that we wouldnt miss the deadline. We could have been to the IRS office at Richmond for ITIN application on February, but we chose the local tax preparation company for convenience.However they didnt keep their promise to get the ITIN for us. And again they didnt response at all.So I am asking for a full refund of the processing fee I paid the Tax Ladies which is $120, as we not only failed to file tax return claiming my parents as dependents, but wasted so much time dealing with the Tax Ladies and got no response from them.Desired Settlement: I would like to get a full refund of the processing fee I paid the Tax Ladies which is $125

Consumer

Response:

[A default letter is provided here which indicates that the business has not responded to you directly. If you wish, you may update it before sending it.]

At this time, I have not been contacted by The Tax Ladies regarding complaint ID [redacted].

Regards,