Lizzy Bee's Tax & Accounting

In January 2017 the client had contract forensic accounting services to observe, and potentially discover, spending patterns of the defendant during divorce proceedings.  Her intent was to show the defendant "scammed" the client out of money during the marriage.  During our initial...

contact, my firm had asked the client if she would be needing any official reporting for the courts, and the client had declined.  The client had deposited a retainer amount which was used toward any consultations and work provided to her, which she has received an invoice detailing those amounts.  She had also asked the firm to prepare her 2016 tax returns and asked that we deduct the amount she would owe for those services from the remainder of her retainer that would have been due back to her.  The firm did not ignore attempts of contact from her.  Only one occasion were we not readily available to her as we were out of town handling other clients.  She has/had multiple ways to contact us as she knows we travel to remote locations, and has used those methods of contact on numerous occasions.  The client and I had spoken frequently (except for the week we were out of town) and I personally had requested multiple forms of information from the client from the onset, which were not delivered until 2 days prior to the divorce hearing.  Our contract did not promise her success in court, appearances in court, or representation.  She merely asked that we find any discrepancies and monies that may be owed to her, which we did.  We have since provided a refund amount of $625.00 as a courtesy to the client, although services rendered exceeded the retainer amount.  Currently my firm is receiving counsel from an attorney about protecting my rights against other false and malicious statements made by this client.