Q: What can I do if my tax preparer didn't file my taxes and won't provide documents?
I hired someone to file my 2022 taxes and review prior years (2017-2021) for accuracy. My family and I paid her over $6,000. She failed to file my parents' 2022 taxes resulting in penalties and fees and refuses to provide documentation or refunds. I have text messages as proof of my requests, but no signed contract, as the arrangements were made by phone; she operates from GA, and I am in FL. I've tried contacting the IRS but only get transferred. What steps can I take to resolve this and prevent her from exploiting others, particularly the elderly like my parents?
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- Florida
- (772) 418-0949
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- Answered
A:
Any documents you provide to tax preparers, you are entitled to have back. You can also refer this person to the office of professional responsibility, which could result in some disciplinary action. If the individual is a CPA from GA, you can contact the board of accountancy there to file a complaint.
I recommend reaching out to an injury attorney.
Regarding the penalties assigned, you may be able to get some relief from them.
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