We were long time clients of Mary Walker and Bob bought her practice. We decided to try Robert Hayes CPA this year.
We had one phone call and sent over every document needed.
When we asked questions regarding our returns this year we were told they did not have the information needed.
I expressed my concerns and that we should have another person review to see if accurate and answer the questions.
The response I received was to go f*ck myself and take my tax returns with me just DAYS before our filing was due.
I don’t know what tone he is talking about but this behavior is not okay.
The statement clearly says “disability benefits” which usually are not taxable.
The issuer is required to make their best efforts to put in the taxable amount in Box 2, which is clearly empty.
You failed to completed an organizer which would tell us whether the beneficiary is disabled or otherwise, so we left the box blank as there is nothing else given to say what it is.
If you feel compelled to go elsewhere, that is fine, but this type of tone in your response is ridiculous.
In fact, the more I think about it, you can just go fuck yourself and take your return with you.