Client Reviews of Roger M. Ray

I am sadden by the way this company handles their work and how they handle a mistake that they made. I left a voice message and sent an email at the first of March with no response. I then called back and did get a return call and an appointment was set up. We spoke with Mr. Ray and stated that we were looking for a CPA to complete our tax return as we had some new items that we were unsure how to handle. We discussed all the information needed and we emailed all the information to him. We then get a call stating he didn't get the information. I told him we had gotten a confirmation and he then realized he did have it. I then get another phone call asking for a form that we missed sending and I explained we had no type form. They realized then that the form was needed for another return and not our return as they had all they needed for our return. I was given a quote at the first meeting in March. Then we get an email stating they would try to get it done by April 15th but would probably need to file an extension. Followed by an email that an extension would have to be filed. We had several questions about this and was told it would cost another $120-$180. We were actually charged $300 more when completed and there was nothing extra added and it appears when original quote was given they knew an extension was going to be filed. The return was completed the middle of March but was told it had to go through a recheck process before final release. On July 10th we received the return stating it was ready to be sent to the IRS and we signed all the forms. On the return we were to receive a refund, now imagine our surprise when we just received a letter from the IRS stating the return was incorrect and we now owe over $2000. I contacted Mr. Ray and a phone meeting was set up. Mr. Ray acknowledged that they had made a mistake and the IRS was correct in the return. Mr. Ray stated that they failed to check a box to count the Social Security and that was the error. He continued to apologize but felt their only responsibility to "make us whole" was to refund the amount of interest the IRS was charging. It was the manner in how their error was handled. When I expressed that I had paid over $1000 for them to complete our return and that I trusted our return to be completed correctly and professionally, he stated we signed the engagement letter and also that we signed that the return was correct and that we should have reviewed it for accuracy. If I know exactly how the info should be then why did I hire a CPA? I hired them because this is their job and they are supposed to know how to file this. Many, many individuals receive Social Security and they need to process these returns correctly or take responsibility which isn't just I'm sorry.

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