Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:05/16/2025

  Type:Product 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.

  Hello,
  
  I’m reaching out to understand if I have a viable claim that would benefit from legal assistance, or not.
  
  My accountant has been paid for 2024 tax services and unfortunately I have not heard back from him (4x attempts to contact, no response to follow up requests). In response to earlier follow ups prior to the deadline, the response from the owner was, “Then don’t be a pest :)”. Since taxes were overdue, I had needed to proceed to complete with a different accountant.
  
  My question is if I have a viable claim for the $375 in unfulfilled services, and any fees incurred due to the lack of service fulfillment (i.e. *** late fees). An issue is that I do not have any signed contact with him, as he’s just been my family’s accountant the previous 1-3 years.
  
  The payable check for services was confirmed to have been deposited by him, the check only indicated “income tax” on the notes.
  
  The following is most recent correspondence on 10May2025, which did not receive any reply:
  “ Gary,
  
  I had followed up with the *** and confirmed that my tax filing status was overdue with no extension filed.
  
  As the deadline was nearly a month ago, and I have not heard back in 2 weeks, I unfortunately needed to proceed with a different CPA who completed the filing submissions yesterday.
  
  The subject payment reference for these 2024 tax services is check number 178, dated 30March2025, and confirmed to have been processed and deposited already.
  
  Please advise on how, and by what date, you will remit the payment of $375 that was already debited for these 2024 tax services which were not fulfilled.
  
  Thank you,
  ****** ********

  Business Response

  Date: 06/17/2025

  The complainant never provided all the required information to finalize his taxes.  Residents of Massachusetts are required to have health insurance, and insurers issue Form MA 1099-HC to all subscribers.  This form contains information that is necessary to complete the income tax return.  I never received this form.You can see from his attachments the saga of preparing his taxes began on February 6th, and he continued to piecemeal information for another 7 weeks, so I figured he needed additional time to submit the rest of his information.The $375 that was paid by his parents has been refunded to them. (I'll eat the out-of-pocket cost for accessing the Massachusetts software of $89.18)