ComplaintsforMichelle's Tax & Bookkeeping, LLC
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Complaint Details
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Initial Complaint
01/06/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
I paid ******** to do my taxes in 2020. I checked the status and it says refund was in my account. The paperwork ******** submitted has an incorrect bank account and my state and federal refunds are sitting in the wrong bank account. ******** refuses to resend paperwork correctly so this matter can be resolved and I can get my refund due to me. ******** did not hesitate to keep the money I paid her to do my taxes yet she will not fix the incorrect account number to make things right. Any help world be appreciated so I can get the refund that is due to me. See attached WRING bank account information ******** providedBusiness response
01/31/2023
I haven't refused to help *** ****** *** ***** signed the 8879 (attached) which states the he examined the return and authorized me to send it to the IRS on March 8, 2021 and was accepted by the IRS March 11, 2021. Once a return is accepted it cannot be transmitted again. *** ***** stated he didn't receive his return, I looked on IRS website "where's my refund" and showed it was deposited *attached), only then did *** ***** notice the account number was incorrect. *** ***** was given form 3911 twice to initiate a trace on the refund, which per the IRS is how a lost refund is to be handled. *see attached* I also instructed *** ***** to contact his bank to see what could be done on their end and was told by *** ***** to my assistant ****** that the bank suggested we re-send the tax return and have the refund go into my bank account and then I write a check to him. Yes, I did refuse to do this. First, the return cannot be resent once accepted and second, it is unethical for a tax preparer to have a client's refund money go into their account, this is not ever an option.
In 25 years of preparing taxes I have never I had a situation like this. All the information shows *** ***** did receive his refund.
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Customer Complaints Summary
1 total complaints in the last 3 years.
0 complaints closed in the last 12 months.