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Major Tax Refund Snafu! Need Advice.


Posted: May 3, 2010

I had always had my taxes done by H&R Block but decided to go with a local accounting firm in my city that has been in business for 30+ years because they were recommended and were less expensive. 

The person who prepared my taxes there seemed nice enough, but she kept laughing and saying how she was not a good typist.  She told me she had been in the business for 20 years.  She had my last year's return from H&R Block and asked if my bank routing number was still correct which it was.  Unlike H&R Block, they do not give you your paperwork when you leave, so I had no documents. I was told I would be called 3 days to pick them up.  This was on 4/15 and I STILL have not received my paperwork.

It has been one disaster after the next. First, I kept waiting for my state refund and it never came. State website said I was not due a refund. I called the office to find what was going on and was told "the state is screwed up, no rhyme or reason to when they send out refunds, blah blah blah."  After calling the office several more times I asked them to fax me the confirmation that my taxes were indeed e-filed.  Well, guess what, they were, but it has an incorrect address for me (off one digit) AND incorrect bank routing number.  I have no clue how she screwed it up so badly, it is not even close to my routing number.  To make a long story not so long, state refund check ended up being sent to someone down the street and he was kind enough to track me down and delivered it to me.  Federal refund has been deposited to a bank in Delaware (HSBC Bank) which I was able to track down by looking up routing numbers for banks. My bank is in Louisiana. 

Naturally I was very upset when I discovererd this last night. I called the accounting firm and left several messages.  I was told this morning that the lady who prepared my taxes would not be in until Wednesday, but that she is aware of the problem and will take care of it. 

My BF had his taxes done there a week after I did and has received both his state and fed refunds direct deposited.  Maybe she just didn't like me LOL

It is very hard for me to just sit here for another day with visions of someone having a heydey with the infusion of money into their checking account! I really needed this money to pay off medical bills that have been stacking up.  I thought of calling the bank in Delaware to see if there was anything they could do, but I doubt it just based on my word. Has this ever happened to anyone? What would you do in this situation?

 

 

;

I had huge problems with independent accountants too - shipwrecked

[ In Reply To ..]
I had a private accountant for about 5 years - and audited by the IRS for 3 of them. I trusted what he entered, presuming he knew what he was doing. When it came to the point that I owed money, which never happened before, I thanked him, paid him, and headed to H&R Block. Lordy, what a mess he'd made. I could have been sued for signing the forms he submitted!

I think I'm safe with H&R Block, and have never been audited again. I think the IRS trusts what H&R Block does. Of course, it costs about $400, but I'm not living in fear anymore.

My suggestions - Happy MT Robin

[ In Reply To ..]
I am so sorry to hear that you're going through this. What a nightmare.

If you are not able to reach the woman who prepared your taxes on Wednesday, tell whomever is answering the phone that you want to talk to the firm's principal and/or managing accountant. If they give you the runaround again, then ask them for the name of their Professional Liability carrier because they have not acted in good faith and you feel you need to contact an attorney and you will be filing a claim with their errors & omissions insurance. The phrase "good faith" is a very important buzzword to use.

There also should be a state society of CPAs in your state. If you continue to get the runaround, you may need to contact the state association to see if they can help you. There usually is some sort of peer review committee that can help with complaints of this sort.

You may as well try calling the bank in Delaware. They may tell you that there is nothing they can do, but there is always the possibility that if you can provide them with copies of your documents showing the incorrect number they may be able to help.

Good luck. I'll keep my fingers crossed for you.

Refund problem - Eurosepsis

[ In Reply To ..]
This happened to me 4-5 years ago (wrong routing number). The accountant has to send a form to the IRS and have them re-issue the refund to the correct account. They will take care of the incorrect deposit. There is nothing the bank can do. The person whose account it went into will be responsible for paying it back if it is not there when the IRS debits the account. Most honest people would note the mistake to the bank. They find those things anyway, eventually.

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