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  • Report:  #325820

Complaint Review: Investor's Accounting LLC - Norcross Georgia

Reported By:
- Marietta, Georgia,
Submitted:
Updated:

Investor's Accounting LLC
1770 Indian Trail-Lilburn Road Suite 200 Norcross, 30093 Georgia, U.S.A.
Phone:
678-287-8503
Web:
N/A
Categories:
Tell us has your experience with this business or person been good? What's this?
On March 6th, Roger Herring with Investor's Accounting, LLC charged $1750 for an annual agreement for an investor's package. He advised the package included the current year's tax filing, filing one property in an LLC, asking questions for the CPA. I was never presented with a contract, nor an agreement that detailed what the $1750 services covered.

On Tuesday, March 11, I emailed Roger Herring (and phoned him).I advised that I will no longer be needing the investor's package, and to please let me know the cost of just filing my 2007 taxes and placing my 3 properties in an LLC. He did not respond.I emailed him requesting a refund, and to please advise the fee for filing amendments and to place my properties in an LLC. He did not respond.I emailed him March 17, March 24, March 26, and April the 7th the same question. Roger Herring finally responded to my email on March 28 and advised: "The cost is a pure hourly charge at $200/hr. I will not know final cost until the work is complete". Upon receving this information, I requested that Mr. Herring complete my 2007 tax return.

After been in business for many years, and not being able to quote me a fee for filing an individual tax return,I advised to please refund me my monies immediately. I picked up my tax return and received a $900 invoice. Mr. Herring has chosen to withhold an additional $300 from my credit card without my consent, for beginning an amendment that I never authorized him to do. He advised we could discuss a possible monthly fee, but he advised he would get back with me about that. I also have an email in which Mr. Herring has questioned his own judgment of this issue, and appears to be in a cash cruch. This money is stolen, and I am due for an $850 refund fee.

Angry business woman

Marietta, Georgia

U.S.A.


1 Updates & Rebuttals

R. Herring

Norcross,
Georgia,
U.S.A.
She filed a dispute through the credit card company....our hands were tied...

#2REBUTTAL Owner of company

Wed, May 07, 2008

The filer purchased an annual agreement for services at a discounted rate. She subsequently wanted out of the agreement due to her employment status change. I agreed to release her from the agreement though I was under no obligation to do so. We completed work that we were verbally authorized to do and then stopped work on receipt of her instruction to do so. The total time consumed was 4.5 hours @ $200 on the 2007 1040 and 1.5 hours at $200 per hour preparing prior year amendments. We offered a refund of $550. She refused and filed a dispute with her credit card company, effectively tying our hands until the situation was resolved through our processor. Subsequently, the processor debited our account for $850.00. We have chosen not to pursue collection action against her and have written the $300.00 off to bad debt.

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