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I paid a CPA $1500 retainer to handle my taxes. After two months, the guy did nothing. I asked for an itemized listing of what work he did on my file, and he did not have one. The guy had me fax duplicate documents over to him again and again. Finally, I called the IRS and handled the situation myself. It took two hours of my time.

Now, I want my $1500 back. I paid the CPA the money in advance. I think this is called "Unjust Enrichment." How can I get my money back?

I called the CPA to negotiate a deal to get my money back. He said, "Too bad, you signed a contract stating that the retainer was non-refundable." How can I get my money back?

2007-12-05 02:42:27 · 5 answers · asked by megabeing_2000 1 in Business & Finance Taxes United States

5 answers

take him to court and make him prove he did the work for you. Non-refundable retainers are to protect the servicer when the work was not don to your satisfaction, but was still completed, or for when a client backs out prematurely, not when a servicer wants to keep $$ for doing nothing.

File a suit in small claims, that will probably scare him into giving it back. If not go through with the suit and bring all your proof to a judge.

2007-12-05 02:52:59 · answer #1 · answered by meg b 3 · 1 0

Send him a letter, certified. There is a format to follow. If you email me, I'll try to find what I did. Ask him for "x" money back because he did not deliver what he promised ... or whatever your complaint is.

Write down, for yourself, everything that occured and the dates, times, etc.

If he doesn't pay send the letter to the Better Business Bureau and your state Attorney Generals' Office.

And yes.. report him to whomever certifies CPAs in your state.

You can eventually take him to small claims court.

Heck, 1500 for taxes.. boy!

2007-12-05 10:53:44 · answer #2 · answered by Anonymous · 1 0

File formal complaints with your State Board of Accountancy and the American Institute of CPAs. This is reprehensible behavior

2007-12-05 11:03:40 · answer #3 · answered by Bostonian In MO 7 · 3 0

I'd report him to the state CPA association and/or board of accountancy. See http://www.aicpa.org/Legislative+Activities+and+State+Licensing+Issues/State+News+and+Info/States/stmap.htm

Sure, you signed a contract. But it doesn't sound like he fulfilled his side of the contract.

2007-12-05 10:53:05 · answer #4 · answered by Judy 7 · 1 0

report him to the chartered accountants association

2007-12-05 10:45:21 · answer #5 · answered by Anonymous · 0 0

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