And sadly your response, confirms that James M Cha, CPA indeed withheld the excel records when the company didn’t have to. James Cha CPA chose to withheld them.
And even though we were parting ways because James Cha CPA was asking for more money than we agreed to, that is why we felt inclined to share our experience.
We had invested in James Cha CPA and were promised certain services for a specific price.
And when we could not continue working with the company with the imposed price change, records that could have been shared with us to make our transition easier, were withheld.
This was not in the best interest of us, the client.
Supporting that James Cha CPA is not necessarily working towards the benefit of the client, but is more focused on making money off of those who need CPA services.