I contacted Richard in July (after filing an extension for my taxes) based on a friend’s referral.
Because I was recently married and have several businesses and had audited, I was not comfortable doing my own taxes.
I sent him all of my data and he said he would get back to me with any questions.
I followed up the next month with additional information.
The week before my taxes were due, I called and left a message asking if there was anything additional due. I also emailed.
I called again and was told he was in Las Vegas and would return the next week before extension taxes were due.
THE DAY BEFORE taxes were due, I called twice and he returned my call and told me that it was complicated and he could not do my taxes and I would have a large self employment bill and I should just pay that and then file on my own (which ended up not being true when I actually filed-the taxes were consistent with previous years filing).
He later admitted to my friend that he had forgotten and dropped the ball on my file.
After I filed my taxes, I was sent a letter with a fine of $2500 from the IRS and penalties for late filing.
I called him and emailed him and when he called me back, he argued and lied and said I told him not to file because I would owe taxes and that he spent a lot of time on my file and was out a lot of unpaid hours.
I told him he needed to right with the IRS.
He told me that if I send in a request for abatement and if I had no previous late pays, they would accept it.
I told him he needed to do that. He told me no, then said this was all my fault and a s a professional I should have followed up sooner with him and he did his job and because I didn’t want to pay taxes he had to fire me and hung up on me.
The IRS denied my abatement request saying I should have followed up with him sooner and gotten a copy of my return prior to the extension due date.
I never received an invoice, a list of questions, a return to review or any correspondence.
I always initiated the correspondence.