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Zebulon Tax Advisory LLC

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Zebulon Tax Advisory LLC Reviews (2)

Complaint: ***
I am rejecting this response because:There is only partial at best truth to the response My date of returning the signed taxes to him of 10/might not be the actual date that I dropped off the signed returns I know for certain they were returned a few days prior to the 10/deadline If he wasn't available on Sat 10/then they were returned to him Friday 10/but certainly prior to the deadline Here is an exact copy of my email sent to David S*r of Zubulon on Monday 10/ We missed each other a few times I mailed the tax payments and mailed your check at the post office earlier today I hope the taxes are getting postmarked by today so I won't have any issues, all were signed the other day. Of course S*r is allowed to attend any conference he wants I was unaware that he was attending one on the tax deadline for those who file for an extension Why any reputable accountant would not be available to his clients on this day is ridiculous and shows hit incompetence He had my signed returns before this date so he should have filed them before the deadline The penalty was $ I was asking for $as that was what was charged to me by this accountant The monetary portion of my complaint is really not important I wanted others not to fall prey to the way this man conducts business I have many emails from Zebulon and S*r but nothing with the returns attached to them This is why I should not have been charged the additional $the other day I asked him to forward such email and he did not since they do not exist Many emails from S*r but nothing with returns attached so here shows how he is untrustworthy and dishonest.Thank you,
*** ***

TO: Revdex.com (herein “Revdex.com”) FROM: Zebulon Tax Advisory, LLC (herein “Zebulon”) DATE: June 28, 2017 SUBJECT: Revdex.com Letter dated June 16, 2017 This letter is written in response to the letter Zebulon received from the Revdex.com on June 16, 2017. Please note that, as implied in your letter, [redacted]...

[redacted] (herein “[redacted]) can allege anything, whether factual or not. In this case, none of [redacted] allegations are true. The following two sections respectively address each of [redacted] erroneous complaints: 1. Date of Receipt and Date of Filing; Penalty [redacted] alleges that Zebulon filed his taxes late because David S[redacted]r (“Mr. S[redacted]r”), Zebulon’s owner, “decided to go to a conference,” causing Zebulon to file [redacted] return late and resulting in [redacted] being “hit with a hefty penalty.” These allegations are completely false. A. Date of Receipt and Date of Filing [redacted] alleges that he returned his signed tax returns to Mr. S[redacted]r at Zebulon on October 15, 2016. This is inaccurate and false. [redacted] implies that October 15, 2016 was a regular business day on which Zebulon was open for business. In fact, it was not. October 15, 2016 was a Saturday, not a weekday. Zebulon is a professional business and keeps normal business hours during weekdays. Accordingly, Zebulon was closed for business that day. This means the very earliest that Zebulon would have received [redacted] signed tax returns was first thing on Monday morning, October 17, 2016 – the first business day that Zebulon was open after [redacted] sent such items. Notably, [redacted] did not make an appointment with Mr. S[redacted]r to file his taxes on October 15, 2016. [redacted] also did not ask Mr. S[redacted]r to make a special exception for him and be available over the weekend to file his taxes. This means there was no way Mr. S[redacted]r could have known or could have been on notice that [redacted] was providing his completed taxes on a Saturday, with the expectation that they would be filed before the next business day. Whether or not Mr. S[redacted]r was at a conference on Saturday, October 15, 2016 is irrelevant. A doctor who sees patients during regular weekday business hours only may play golf on the weekend, attend conferences, or engage in any other activity that is not work-related. Such doctor’s patients would not expect this doctor to be available to see them over the weekend, nor would they expect this doctor to be sitting in his or her office during the weekend waiting on the off chance that a patient would randomly drop by. The similar situation exists here. Similar to a doctor, Mr. S[redacted]r is a professional. Clients make appointments to see him during regular business hours. There is no expectation that Mr. S[redacted]r is available to conduct business with them over the weekend. Mr. S[redacted]r, like a doctor, should be able to engage in whatever weekend activity he desires outside of regular work hours. It is unreasonable for [redacted] to have an expectation that Zebulon would be open and Mr. S[redacted]r would be sitting in his office on a non-business day, waiting on the off chance that he (Mr. [redacted]) would randomly send Mr. S[redacted]r his taxes that day. B. “Penalty” [redacted] alleges that he was “hit with a hefty penalty” by the IRS for his tax returns being filed late. Nowhere in his Complaint does [redacted] specify the amount of this “hefty penalty”. All [redacted] states is that the $500 he seeks “will cover the late fees imposed by the IRS.” [redacted] failure to disclose the “penalty” amount is troubling for a number of reasons. First, there is no way to know the exact amount of the “penalty,” or whether such “penalty” even exists at all. It seems very strange and illogical that [redacted] would not disclose the exact “penalty” amount for which he is seeking reimbursement, particularly since he claims this “penalty” was “hefty.” Evidence of this “penalty” amount needs to be presented; currently, it is lacking. Second, presuming for the sake of argument that the “penalty” does exist, if such “penalty” amount is less than $500, [redacted] would be unjustly enriched by the amount that is the difference between $500 and the “penalty” amount. [redacted] should not be turning to Zebulon so that he can be unjustly enriched. 2. Copies of Tax Return Sent Via E-mail. [redacted] alleges that he possesses records of all e-mails he received from Zebulon. He further alleges that he “most certainly never received” his 2015 tax return from Zebulon. Both of these statements are false, for the following reasons. First, Zebulon has a record of sending [redacted] an e-mail on October 12, 2016, which contained [redacted] entire 2015 tax return. This is because in order for Zebulon to finalize [redacted] tax return for 2015 that Mr. S[redacted]r prepared, Mr. S[redacted]r had to send [redacted] entire 2015 return for [redacted] to insert his signature on specified pages so that the tax return could be completed and given back to Mr. S[redacted]r for filing with the IRS. Second, Mr. S[redacted]r had a telephone call with [redacted] on June 14, 2017. During this call, [redacted] read to Mr. S[redacted]r the password with which [redacted] was opening his 2015 completed tax return. Notably, in accordance with IRS rules, the software sending such return must automatically generate a new, unique random password each time a prepared tax return is sent via e-mail. Mr. S[redacted]r identified the password [redacted] used to open his 2015 tax return as the one Zebulon’s software generated in October 2016, given the characters and format of the password. [redacted] necessarily would have had to have received his completed 2015 tax return from Zebulon in October 2016 in order for [redacted] to have been able to use such password. In addition to the above, [redacted] states that he had to pay Zebulon for an additional copy of his return. This true. [redacted] signed engagement letters with Zebulon in each of 2015 and 2016. Each of these letters states in relevant part that “Client agrees that Client will pay a fee of $150.00 for any additional copies of tax returns needed by Client, or any other authorities.” In this instance, rather than charging [redacted] the full $150, Zebulon gave [redacted] a discount for the additional copy, charging [redacted] only $50. Zebulon will gladly furnish the signed copies of these engagement letters if requested. Finally, [redacted] refers to Mr. S[redacted]r as “dishonest” and “not trustworthy”. These are libelous statements, made with the intent of causing harm and damage to both Mr. S[redacted]r’s and Zebulon’s reputation before the Revdex.com. As explained above, at no point was Zebulon “dishonest” or “not trustworthy.” Zebulon and Mr. S[redacted]r did nothing wrong. Neither Zebulon nor Mr. S[redacted]r should have their reputation unjustly smeared by [redacted]. Thank you for your understanding and your attention to this matter.

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Address: 15203 Carrollton Blvd, Carrollton, Virginia, United States, 23314-2303

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