On March 6th, Roger Herring with Investor's Accounting, LLC charged $1750 for an annual agreement for an investor's package. He advised the package included the current year's tax filing, filing one property in an LLC, asking questions for the CPA. I was never presented with a contract, nor an agreement that detailed what the $1750 services covered.
On Tuesday, March 11, I emailed Roger Herring (and phoned him). I advised that I will no longer be needing the investor's package, and to please let me know the cost of just filing my 2007 taxes and placing my 3 properties in an LLC. He did not respond. I emailed him requesting a refund, and to please advise the fee for filing amendments and to place my properties in an LLC. He did not respond. I emailed him March 17, March 24, March 26, and April the 7th the same question. Roger Herring finally responded to my email on March 28 and advised: "The cost is a pure hourly charge at $200/hr. I will not know final cost until the work is complete". Upon receving this information, I requested that Mr. Herring complete my 2007 tax return.
After been in business for many years, and not being able to quote me a fee for filing an individual tax return, I advised to please refund me my monies immediately. I picked up my tax return and received a $900 invoice. Mr. Herring has chosen to withhold an additional $300 from my credit card without my consent, for beginning an amendment that I never authorized him to do. He advised we could discuss a possible monthly fee, but he advised he would get back with me about that. I also have an email in which Mr. Herring has questioned his own judgment of this issue, and appears to be in a cash cruch. This money is stolen, and I am due for an $850 refund fee.
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