ComplaintsforMis Dannies Accounting & Tax Professionals

• Initial Complaint

  06/22/2022

  Complaint Type:

  Service or Repair Issues

  Status:

  Resolved

  More info

  ********************* was supposed to do are taxes. He informed my husband his grandmother was the one who did most of it. He never turned in are efile papers or w2s to the irs. I have been in contact with the irs about it all. They told us to file a complaint to bbb maybe for a refund of the filing due to him never sending the papers in.

  

  Business response

  03/15/2023

  I have reviewed the complaint and the information (attachments) supplied. I have also gathered information from our files as well as interviewing the accused preparer (*********************). We do not feel as though he handled it in a professional manner and has been reprimanded for doing so. With that being said, I have also determined that the two individuals involved (the preparer and the client) have a personal relationship outside of MisDannies which some-what explains the language used. Referring to the screenshot provided, you can see voice messages from the client and I was able to hear those messaged and they included the same type of language used in the text. 

  The complaint claims that forms w-2s were not filed on time and by looking into this we find that the return that included w-2's was in fact filed in a timely manner, signature dates and electronic filing & accept date all match. We feel as though the client was referring to forms 1099's they had requested. The deadline for 1099's to be out to taxpayers is January 31st. The information provided to us was supplied well beyond this date and per IRS guidelines, was already to be considered late. 

  The offer to resolve the issue was offered to the client however they refused and said they would like to take their business to someone who wasn't a personal friend. This was understood by the preparer and at this point no harsh words were exchanged. 

  We do not feel this complaint to be substantiated due to the fact it was not our preparer who missed the deadline for filing 1099's but in fact the information provided to us was not supplied in a timely manner. 

  Please contact our office if additional information is needed.

  ************

  Customer response

  03/15/2023

   Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

  
  

  Thank you.

*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. ↩