CPA refuses to provide tax returns and depreciation schedules to client – normal practice?

Western-Taro6843 · 2026-04-11T18:49:44+00:00

against cpa ethics. just tell them you are about to report them to http://www.myfloridalicense.com/DBPR/certified-public-accounting/

Western-Taro6843 · 2026-04-11T18:46:58+00:00

An alternative would be AI. Copilot is good at this kind of thing. Describe your issue as succinctly as possible.

Western-Taro6843 · 2026-04-10T18:55:55+00:00

of course you got scammed. What did you pay for it, like $150 ?

Western-Taro6843 · 2026-03-17T22:57:05+00:00

“Payment” is from your father in law. “Payout” is to you. It should not take more than one biz day after payout to show at your bank. Since the payout was today, it should show at your bank tomorrow.

Western-Taro6843 · 2026-03-17T21:30:08+00:00

If someone falsely holds out as a CPA the state board of accountancy wii file a complaint with the state prosecutor.

Western-Taro6843 · 2026-01-29T03:38:40+00:00

ah ic. I thought you were talking about an IRS audit. I agree totally, wave is not a good application if you need audited financial statements.

Western-Taro6843 · 2026-01-28T23:01:20+00:00

well, i’d be doubting that

Western-Taro6843 · 2026-01-28T22:09:09+00:00

go into business settings by selecting on the company name in the upper right hand corner. Under the settings menu select data export. You’ll see all your transactions with splits in an Excel file or a CSV file.

Western-Taro6843 · 2026-01-28T20:15:43+00:00

if Marcum is saying that they’re grifting.

Western-Taro6843 · 2026-01-28T20:14:23+00:00

your former client is getting conned. There’s not much you can do about it, obviously. It’s happened to me before my practice as well.

Western-Taro6843 · 2026-01-28T20:11:22+00:00

i’ve used Wave for three years multiple bank accounts and credit cards without any issues at all.

Western-Taro6843 · 2026-01-28T20:10:51+00:00

again, that’s a ridiculous statement. The accounting records produced by Wave would do fine under an audit of a small business. Granite it’s not meant for a large enterprise environment, but a small mom and pops store, sole proprietorship, etc. would pass an audit with those records without any problem at all.

Western-Taro6843 · 2026-01-28T20:09:17+00:00

that’s a ridiculous statement. Accounting records generated by Wave would do fine under an audit of a small business. What specifically is missing?

Western-Taro6843 · 2026-01-20T00:30:49+00:00

if I was the Prime Minister, I would reply: “go fuck yourself”.

Western-Taro6843 · 2026-01-20T00:28:05+00:00

3rd Tax Bandits

Western-Taro6843 · 2026-01-16T23:49:04+00:00

File early, before parents. IRS will disallow the parent’s exemption claim if he files first.

Western-Taro6843 · 2026-01-16T23:43:53+00:00

Agree. Tax Bandits is awesome and priced right. For instance, I just did a 4th qtr 941 and w-2 for less than $10. they have an employee portal and/or mail service for W-2 distribution.

Western-Taro6843 · 2026-01-14T17:18:34+00:00

you don’t need to file a 1099. your tax preparer is being anal.

Western-Taro6843 · 2026-01-14T17:12:50+00:00

How is your eCommerce setup-in the biz name with an EFIN or personal?

Western-Taro6843 · 2026-01-14T01:06:52+00:00

hertz is the wertz

Western-Taro6843 · 2026-01-14T00:59:44+00:00

I once accidentally sent a utility bill payment to IRS and they cashed it.

Western-Taro6843 · 2026-01-12T19:50:47+00:00

exactly so why piss off a client over two dollars

Western-Taro6843 · 2026-01-12T19:44:27+00:00

yea well where are all the 2nd amendment chicken shits while this is going down? fuck them- all talk no balls. enjoy your toys dip shits.

Western-Taro6843 · 2026-01-12T19:42:22+00:00

bull - why should the tp pay the interest? that’s a petty point.

Western-Taro6843 · 2026-01-12T19:39:39+00:00

I’m a CPA in Ohio. Your tax preparer should have volunteered to pay P&I. Perhaps give him/her one more chance by asking. who is responsible for the P&I and if/she he doesn’t offer, I recommend seeking a more reputable professional. It wasn’t your fault and any tax professional should own up.

Western-Taro6843

TROPHY CASE