The Center for Financial, Legal & Tax Planning, Inc.

I have tried to contact the consumer by phone. We always send out organizers in order to verify information on their tax return. We have made extra measures to our policy where they can verbally do this. The billing part of the computer system is completely not connected with our tax system. We do...

not contact the consumer as far as address changes. She did tell us an address change as part of our billing system, but not for our tax system. The address we use for the organizers is the address the IRS has for you. We do not verify addresses before we send out organizers. Obviously I thought we had more of a casual business relationship with Miss [redacted].