I hired Lisa Jackson, CPA to do my taxes for the 2006 tax year. Based on the tax return that she had completed, I owed a considerable amount of money to the IRS and was concerned that there must be an error in the preparation of the taxes.
I took all of the documentation that I had given Lisa to another accountant who then reviewed my taxes and found that Lisa had overlooked numerous deductions. She failed to ask the questions necessary that would lead to my deductions. She could clearly see that I had several pieces of property in my name but failed to ask me for the taxes, insurance, maintenance, HOA, etc.in regards to the properties.
I contacted Lisa with my concerns, upset that she did not uphold her responsibility as a licensed professional. I explained to her that I could not use the taxes that she prepared because they were not done efficiently. I asked her for a refund for completing my taxes incorrectly and she would not oblige. I hired Lisa to complete my taxes correctly not just to complete them. Lisa Jackson is a licensed professional and has a responsibility on her part to complete all due diligence necessary when preparing tax returns. Lisa Jackson has failed to abide by the Code of Ethics in her profession. I have contacted the Arizona Board of Accountancy and have filed a complaint.
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