What is the name of your state (only U.S. law)?
New York
Good Afternoon. The tax return in question is for a Supplemental Needs Trust. The Trustee filed for an extension on the 2015 taxes because he ran out of time. We since have had a change in Trustee June 2016. The CPA was told we would get to him with all the documents he needed to prepare the return properly long before the due date of 9/15/16, however, he took it upon himself to prepare them in June anyway. He sent the new Trustee a confusing letter of instructions and demanded the return be signed, and checks be written within 4 days of sending it to her, including payment of his 395. bill. In looking the returns over Fed NYS, the Trustee noticed some errors as he did not have all pertinent documentation as well as general unprofessionalism in the preparation. The CPA asserts that the former Trustee who filed with him for the extension has NOT signed a contract nor a letter of engagement. Can we seek out another CPA to complete the returns correctly and with our confidence, or can we be taken to court for the 395. charge? Again, he prepared the return even though I told him we'd get him all he needed, and did not wait. Thank you very much.
New York
Good Afternoon. The tax return in question is for a Supplemental Needs Trust. The Trustee filed for an extension on the 2015 taxes because he ran out of time. We since have had a change in Trustee June 2016. The CPA was told we would get to him with all the documents he needed to prepare the return properly long before the due date of 9/15/16, however, he took it upon himself to prepare them in June anyway. He sent the new Trustee a confusing letter of instructions and demanded the return be signed, and checks be written within 4 days of sending it to her, including payment of his 395. bill. In looking the returns over Fed NYS, the Trustee noticed some errors as he did not have all pertinent documentation as well as general unprofessionalism in the preparation. The CPA asserts that the former Trustee who filed with him for the extension has NOT signed a contract nor a letter of engagement. Can we seek out another CPA to complete the returns correctly and with our confidence, or can we be taken to court for the 395. charge? Again, he prepared the return even though I told him we'd get him all he needed, and did not wait. Thank you very much.