Complaints

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• Initial Complaint

  Date:01/29/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

   
  Complaint: 21207898
  
  I am rejecting this response because:

  1- Patricks firm NEVER had conversations with anyone from the *** nor did he ever sit down and discuss any findings with myself or my spouse . 
  2- we paid the firm in FULL in the amount of $1500 in which I will get copies of credit card charges from his firm and upload them here . 
  3- Patricks firm did nothing at all in fact charged our credit card the $1500 charge and months later still had done nothing - 
  
  Sincerely,
  
  ***********************

  Business Response

  Date: 01/29/2024

  To avoid misunderstandings, at the beginning of our firm being retained, we prepare an engagement letter that is signed by the client and our firm. (See fully executed engagement letter attached signed by all parties)
  
  The engagement letter spells out each of our duties and responsibilities as well as services to be rendered.
  
  What follows are excerpts from your engagement letter that were signed by the client, her husband and our firm.
  
  "Analysis. We will analyze your current tax situation by reviewing documents presented, prepare and file an IRS ***** of ******** and obtain IRS transcripts as we deem necessary. We will discuss our findings and provide our recommendations to you. Our fee for these services are $1,495.00"
  
  Even though you were not able to pay the initial retainer in full, we began working on your case.
  
  All of these services listed above were completed.
   
  Further in the engagement letter, it reads, "Fees for tax preparation and/or tax resolution services, if needed, will be determined after we have had conversations with the ************************ and the ******** ********** of ********************* we discussed our findings and recommendation to you, both verbally and electronically, that is when you decided to move forward without retaining our firm.
  
  We wish you good luck in resolving your IRS issues
   
  Thank you for the Business!  

  Business Response

  Date: 02/01/2024

  See support documentation attached in support of denying point 1 and 3.

  No disagreement with point 2
  

  Customer Answer

  Date: 02/01/2024

   
  Complaint: 21207898
  
  I am rejecting this response because:

  as ******* Highlighted the agreement NONE of those things happened - He never had **ntact with the *** Never prepared anything or sat down and had any **nversations with me or ***** regarding any of my Situation or paperwork - Never even sat down or had any **nversation of his findings the one and ONLY thing he did as I mentioned before was he filed for power of attorney once the *** **ntacted me letting me know a **urt date 

  we never discussed a resolution he is a scammer if Ive ever seen one -

  My first call to his office he set up one appointment to discuss my case - I explained at that appointment that my Audit was already filed with Tax **urt and we were waiting on a **urt date that was the day he handed me this paper work I was told by him he **uld help and he will talk to the irs when they notify me all I needed to do was pay $1500 . He lead me to believe thats all it would **st because he knew he didnt have to do anything it was already to late as it was in tax **urt . That was in April when we first spoke -  He told me it will takes months for them to finally notify me with a date and when that happens to call him and he will handle it . He went ahead and charged my credit card two charges of $750 the first charge was a week after we spoke the se**nd charge was one month later not doing one thing he already charged me my $1500 . I didnt say anything because I figured it would be handled once *** notified me . It was months later when they notified me with a **urt date - I called him to tell him and he never mentioned another fee at that call he said he would file for power of attorney . ***** later I sent him a text asking whats going on and his reply was if you want me to **ntinue helping you at this point the charge is $3000. I was in total shock . He knows exactly what hat he is doing . He highlighted the end of that letter he attached and it says we will have **nversations about the finding and further fees for findings and resolution - he never had ANY **nversations about findings resolution or anything he just sent a text saying its $3000 now .
  he still to this day has never looked at anything I left him and has no clue what my findings resolution or anything about my case is  

  Because he never looked at anything - never spoke to anyone from the *** and never mentioned any $3000 fee - biggest Scam yet I will call my credit card ** and dispute but he knows after 6 months you cant the man is a scammer 
  
  Sincerely,
  
  ***********************