RSB & Associates PC

[A default letter is provided here which indicates your acceptance of the business's response If you wish, you may update it before sending it.] Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution is satisfactory to me Regards, [redacted] ***

Each year we send a tax organizer along with an engagement letter to all tax clients In that tax packet we indicate as follows: "Should you find, in fact, that you need to schedule an appointment to discuss certain information, please call us for a date and time as soon as possible." In addition, we complete the tax return and provide a draft copy for each client to review They are then required to sign an acknowledgement that they have reviewed the return and it is ok to file the return Sometimes things are missed within our office and by our client That was the case in this instance We are not aware that a request to meet was made Had we been made aware, we would have been happy to meet to review the return The amended return was prepared after we received a copy of the IRS notice The fee charged was substantially discounted It is my understanding that the client requested to meet to discuss the fee (not the tax return) Our Client Experience Manager has been emailing and following up directly with the client to resolve this The client came into our office yesterday and paid the $fee When I became aware of all the details, I determined it was in our best interest to void the credit card payment I emailed a copy of the voided receipt to the client who indicated they appreciated the gesture They have not been charged a fee (because we voided the payment).We do our best to produce accurate tax returns, but can only do so with the help of the client providing all tax documents to our office and reviewing the return for accuracy

[A default letter is provided here which indicates your acceptance of the business's response.  If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me. 
Regards,
[redacted]

Each year we send a tax organizer along with an engagement letter to all tax clients.  In that tax packet we indicate as follows:  "Should you find, in fact, that you need to schedule an appointment to discuss certain information, please call us for a date and time as soon as possible."...

 In addition, we complete the tax return and provide a draft copy for each client to review.  They are then required to sign an acknowledgement that they have reviewed the return and it is ok to file the return.  Sometimes things are missed within our office and by our client.  That was the case in this instance.  We are not aware that a request to meet was made.  Had we been made aware, we would have been happy to meet to review the return.  The amended return was prepared after we received a copy of the IRS notice.  The fee charged was substantially discounted.  It is my understanding that the client requested to meet to discuss the fee (not the tax return).  Our Client Experience Manager has been emailing and following up directly with the client to resolve this.  The client came into our office yesterday and paid the $125.00 fee.  When I became aware of all the details, I determined it was in our best interest to void the credit card payment.  I emailed a copy of the voided receipt to the client who indicated they appreciated the gesture.  They have not been charged a fee (because we voided the payment).We do our best to produce accurate tax returns, but can only do so with the help of the client providing all tax documents to our office and reviewing the return for accuracy.

Review: During our courtship with this company there were multiple occasions where we witnessed unethical practices of this accounting firm, whcih eventually led to us terminating the relationship. First, they prepared a bunch of detailed financial reports we did not ask for nor need because we had Quickbooks to do all of this for us. Secondly, we asked for their help reconciling our bank accounts in Quickbooks, They claimed to have made these changes . However, upon receipt of the jump drive, we learned Qucikbooks has safeguards against accountants and will not allow accountants to do this. Thirdly, because of their incorrect guidance, we ended up in tax court.

Rightfully so, We terminated our business with this company in the first part of 2010 and payed all of our bills. We have all the bills and cleared checks for them for all legitimate services that were provided.. In 2011, it became apparent, during a credit check, that this company put us in collections for a bill we had never seen before. Upon multiple call and efforts to open lines of communication, the said company refused to talk to us and referred us to the collection agency even though the said bill was fraudulent and encompassed charges for services we never requested nor did we receive.Desired Settlement: We would like to have this fraudulent bill removed from our credit reports and our past credit history.

Business

Response:

RSB

& Associates, P.C. (formerly [redacted] & [redacted], P.C.)

Response

to Revdex.com Review: [redacted]

September

4, 2013

**.

[redacted] became a client of [redacted] & [redacted], P.C. for his personal taxes as well

as his business tax returns for [redacted], Inc for the tax

year 2009. He signed an engagement

letter indicating such. During our

professional relationship he asked for help with his QuickBooks for his

business.

He

and [redacted] (a CPA with our firm) worked together. [redacted] indicated to Joe that he would help him

to fix some transactions and reconcile his bank accounts in QuickBooks. He further verbally explained to **. [redacted]

that he would need to bring a QuickBooks backup into the office and cease

entering transactions into QuickBooks.

**. [redacted] agreed; however, unknown to [redacted] he did not cease

making transactions into his QuickBooks.

When

[redacted] completed the work he created a new backup to be loaded into **.

[redacted]’s computer. When that backup was

loaded (by **. [redacted]) it was determined at that time that **. [redacted] had made

some entries into QuickBooks while [redacted] was working on fixing the

backup. This caused all the entries **.

[redacted] had created while [redacted] was working on the file to be over-written.

**.

[redacted] was very upset that this happened and because the communication between

**. [redacted] and [redacted] was verbal, we provided a discount on his January

2010 bill (billed February 1, 2010).

This bill was paid in full by the client and we continued to move

forward doing business together. The

total of that bill (including the discount) was $320.00.

The

next bill that was created was for the general ledger work to prepare for

processing the corporate tax returns.

That bill was for the work done in February 2010 (billed March1,

2010). That bill remains unpaid

presently in the amount of $600.00.

The

next bill created was for the preparation of the 2009 corporate tax returns

billed on April 7, 2010. That bill has

been paid in full in the amount of $570.00.

The

next bill created was for the 2009 corporate financial statements, a MD

personal property tax return, and Forms 1099.

That bill remains unpaid presently in the amount of $1,325.00.

The

next bill created was for the 2009 personal tax returns. That bill remains unpaid presently in the

amount of $425.00.

The

next bill created was for the 2010 Business Privilege Tax Return. That bill remains unpaid presently in the

amount of $25.00.

**.

[redacted] and [redacted] had a strained relationship so I ([redacted]) concluded

that **. [redacted] should be moved to another staff member. I decided to take this client on in an effort

to salvage the relationship. I began to

develop a positive relationship with **. [redacted] and suggested going to his place

of business to do the QuickBooks work to avoid any further issues with backing

up and restoring files onto his computer.

**.

[redacted] and I agreed to meet at his business which is also in his home on June 9,

2010 at 10:00 a.m. I was greeted by his

bookkeeper who informed me **. [redacted] wasn’t back from an outside

appointment. I began what work I could

without **. [redacted] (who called while I was at his office/home to speak with his

wife regarding the curtains he was out buying – shared with me by his wife and

his bookkeeper – not the same person). I

did as much work as I was able without **. [redacted] and left after 1.75

hours. I followed-up with an email to

express my concern that he was not at the meeting as agreed as well as what I

was able to do and would continue to do (that email took place on the same day

of my visit).

**.

[redacted] responded on June 10, 2010 and did not ask me not to do the work I stated

in my email. I responded on June 14,

2010 to spell out further details of my findings and my intended work. I worked over the next several days to

complete the tasks as stated.

On

June 21, 2010 I sent an email to **. [redacted] stating concerns about a potential

negative checking account balance based on my findings. On June 22, 2010 **. [redacted] responded to my

email that he had already completed the tasks himself. I responded to that email further expressing

my concern with his lack of communicating and that the work as stated had

already been completed.

The

next bill created was for the work I completed in June 2010 (billed July 1,

2010). That bill remains unpaid

presently in the amount of $850.00.

It

was shortly after that **. [redacted] terminated the relationship with **.

[redacted] who had a large balance due of $3,225.00.

Over time, **. [redacted] offered on several occasions to settle for ½

of the balance due (and even sent a letter via certified mail stating such to

**. [redacted] including all supporting documentation and invoices of said balance

due on January 21, 2011).

When

**. [redacted] continued to refuse to pay his balance due, we turned the collections

over to our legal counsel, [redacted] & [redacted], LLP. **. [redacted] sent a letter in

March 2011. During that time, **. [redacted]

[redacted] offered to settle the debt of $1,000.00.

**. [redacted] and his legal counsel continued to refuse.

In

July 2011, we turned the matter over to [redacted], Inc ([redacted] of

[redacted]) to collect the balance due of $3,225.00.

Because this was placed on **. [redacted]’s credit record in a negative way,

he contacted **. [redacted] to settle for the $1,000.00 offered. **. [redacted] informed him that he was not

able to do so as we entered into a contract with [redacted], Inc to collect

the balance and only they are permitted to resolve the matter once it is in their

hands.

We

have heard nothing from **. [redacted] or his legal counsel since that time. We understand he is upset regarding the

negative credit on his record; however, we billed each monthly services

provided in a timely fashion (the first of each month for services in the prior

month – tax returns are billed upon completion) and we require payment within

30 days of the invoice date. Our only

negligence was in continuing to do work for a client not paying for services.

Consumer

Response:

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Review: [redacted]

I am rejecting this response because: