I have paid a 2nd accountant to do my taxes. I would like a refund of my money because I am not planning on filing or using the tax returns you have prepared for me. I feel as if the due diligence was not done on my file and several things were missed on my tax returns. It's frustrating for me because I expect you to say things to me like why don't you pay taxes on X property or how about an HOA. As a trusted advisor, I expect you to review my taxes to make sure I am saving as much money as I can and to do them like you would do your own. At the end of the day, if I didn't give you the numbers for taxes then why didn't you ask for them? Surely, you know as an accountant that if you own property you pay real estate taxes and probably an HOA. To be honest, it almost appears that your assistant just plugged in the numbers and no one even looked at the finished results. That was a theory that a different accountant had when reviewing the work you did for me. I have now paid a third accountant to review the tax returns that you did and the 3rd account also agreed with the 2nd accountant. She agreed that a lot of thing were missed on the returns that you did and that you should have used the money I made on the houses as a capital gain because I saved more money that way instead of depreciating the houses. I would like a full refund for your services because I have not used the returns that took MONTHS to do. I do not plan on escalating this situation if we can resolve this between you and I.
Lisa Jackson has not responded to my complaint or my request for a refund. I have filed a complaint with the Arizona Board of Accountancy
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