Lisa S. Jackson CPA Is incompetent Phoenix Arizona
I have paid a 2nd accountant to do my taxes. I would like a refund of my money because I am not planning on filing or using the tax returns you have prepared for me. I feel as if the due diligence was not done on my file and several things were missed on my tax returns. It's frustrating for me because I expect you to say things to me like why don't you pay taxes on X property or how about an HOA. As a trusted advisor, I expect you to review my taxes to make sure I am saving as much money as I can and to do them like you would do your own. At the end of the day, if I didn't give you the numbers for taxes then why didn't you ask for them? Surely, you know as an accountant that if you own property you pay real estate taxes and probably an HOA. To be honest, it almost appears that your assistant just plugged in the numbers and no one even looked at the finished results. That was a theory that a different accountant had when reviewing the work you did for me. I have now paid a third accountant to review the tax returns that you did and the 3rd account also agreed with the 2nd accountant. She agreed that a lot of thing were missed on the returns that you did and that you should have used the money I made on the houses as a capital gain because I saved more money that way instead of depreciating the houses. I would like a full refund for your services because I have not used the returns that took MONTHS to do. I do not plan on escalating this situation if we can resolve this between you and I.
Lisa Jackson has not responded to my complaint or my request for a refund. I have filed a complaint with the Arizona Board of Accountancy
Saloum
Peoria, Az, Arizona
U.S.A.
1 Updates & Rebuttals
Saloum
Peoria, Az,Arizona,
U.S.A.
Lisa Jackson, CPA is incompetent
#2Author of original report
Wed, September 24, 2008
I hired Lisa Jackson, CPA to do my taxes for the 2006 tax year. Based on the tax return that she had completed, I owed a considerable amount of money to the IRS and was concerned that there must be an error in the preparation of the taxes. I took all of the documentation that I had given Lisa to another accountant who then reviewed my taxes and found that Lisa had overlooked numerous deductions. She failed to ask the questions necessary that would lead to my deductions. She could clearly see that I had several pieces of property in my name but failed to ask me for the taxes, insurance, maintenance, HOA, etc. in regards to the properties.
I contacted Lisa with my concerns, upset that she did not uphold her responsibility as a licensed professional. I explained to her that I could not use the taxes that she prepared because they were not done efficiently. I asked her for a refund for completing my taxes incorrectly and she would not oblige. I hired Lisa to complete my taxes correctly not just to complete them. Lisa Jackson is a licensed professional and has a responsibility on her part to complete all due diligence necessary when preparing tax returns. Lisa Jackson has failed to abide by the Code of Ethics in her profession. I have contacted the Arizona Board of Accountancy and have filed a complaint.