ST Alpha - "So my wife's CPA forgot to file her 2016 tax (we just randomly found out a few weeks ago). He filled them now and sent an invoice. -- (edited)" (Reading a Post)

SlickerTalk
Search Archives
The Leaderboard
The FAQ

Down to Post

Backboards:

Posts: 161

So my wife's CPA forgot to file her 2016 tax (we just randomly found out a few weeks ago). He filled them now and sent an invoice. -- (edited)

Posted by James Bond (aka Igor) (aka Igor) May 15 '18, 08:10

This CPA guy is a joke. Isn't forgetting to file the taxes for your client like malpractice? And now an invoice? (She paid him previously for the 2016 taxes for preparation).
Thought on how to approach this?

(He is no longer our cpa)

Responses:

Was all the tax paid? Generally there is no penalty for filing late if the tax was paid on time. - Covington May 15, 09:06 4
- Tax was paid. He did the taxes and told her the amount needed to pay but he forgot to file. - James Bond (aka Igor) May 15, 09:10 3
  - OK, then she's good with the IRS. She might get a letter saying a penalty was waived. - Covington May 15, 09:16 2
    - She did pay the invoices in 2016 and now he bills a new one. -- nm - James Bond (aka Igor) May 15, 09:20 1
      - Just show him she paid already. Too many people are too lazy to check their records before sending a bill or the payment never got recorded. -- nm - Covington May 15, 09:23
Is he actually a CPA or are you using the term generically? Because if he's actually a CPA, you can surely file a complaint. -- nm - Mop May 15, 08:25 4
- As far I understand he is a licensed CPA but I will look up his license to double check. -- nm - James Bond (aka Igor) May 15, 08:35 2
  - Yes the guy holds a valid CPA license. -- nm - James Bond (aka Igor) May 15, 09:02 1
    - There's like a very simply process through the province to file a complaint. These complaints usually go unchallenged. - Mop May 15, 09:42
- yup. -- nm - Beaker May 15, 08:32
$800 bill -- nm - James Bond (aka Igor) May 15, 08:12
Instead of a check, invoice him for any penalties. -- nm - Spawn: Blood Feud God May 15, 08:12 2
- Yes, we had our new CPA look over things so I was planning to send that bill to him. But really wtf. -- nm - James Bond (aka Igor) May 15, 08:13 1
  - Hopefully the bill was automated and they are not serious. - Spawn: Blood Feud God May 15, 08:14

Post a message top

So my wife's CPA forgot to file her 2016 tax (we just randomly found out a few weeks ago). He filled them now and sent an invoice. -- (edited)

Replies are disabled on threads older than 7 days.