2021-03-30
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Default Decision
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Tax preparer fails to post Consumer Bill of Rights sign; or sign is posted but not conspicuously, at public entrance, or area where customers are met, or in English or every language tax preparer uses, or is less than 17 by 11 inches
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1
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No data
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1
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to give each consumer the Consumer Bill of Rights (BOR) prior to any discussion or BOR improper (not free, current, and legible; not in English and primary language spoken by consumer)
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to conspicuously post written est. disclosure; or disclosure is posted but does not contain written est. information, or not in English, at public entrance, or in immediate area where consumers are met
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating taxpayer entitled to copy of tax return.
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to post required disclosure(s) in every language which the tax preparer uses to attract customers
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to provide taxpayer with statement of charges for each return or schedule prepared
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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BUSINESS FAILS TO POST THIS SIGN IN A LANGUAGE OTHER THAN ENGLISH USED BY THE BUSINESS TO ATTACT CUSTOMERS: sign stating that taxpayer and tax preparer must sign every return filed
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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BUSINESS FAILS TO POST THIS SIGN IN A LANGUAGE OTHER THAN ENGLISH USED BY THE BUSINESS TO ATTACT CUSTOMERS: sign stating that tax preparer will not represent taxpayer at an audit, if true
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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BUSINESS FAILS TO POST THIS SIGN IN A LANGUAGE OTHER THAN ENGLISH USED BY THE BUSINESS TO ATTACT CUSTOMERS: sign stating that taxpayer is entitled to a copy of every return
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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BUSINESS FAILS TO POST THIS SIGN IN A LANGUAGE OTHER THAN ENGLISH USED BY THE BUSINESS TO ATTACT CUSTOMERS: sign stating how fees are computed
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to provide receipt containing the year-round phone number and address of tax preparer
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to post Consumer Bill of Rights sign; or sign is posted but not conspicuously, at public entrance, or area where customers are met, or in English or every language tax preparer uses, or is less than 17 by 11 inches
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating tax preparer not State Board licensed or NYS Bar member
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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BUSINESS FAILS TO POST THIS SIGN IN A LANGUAGE OTHER THAN ENGLISH USED BY THE BUSINESS TO ATTACT CUSTOMERS: sign stating that tax preparer is not a CPA, if true
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating tax preparer or agent will not represent taxpayer at an audit
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1
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1
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No data
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No data
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2019-02-13
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Pleaded
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating tax preparer and taxpayer must sign returns
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer does not conspicuously post a price list sign with list of services, min fee for each service, factors that cause fee to be higher than min fee, and add'l fee and/or range of possible add'l fees when factor applies
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating tax preparer or agent will not represent taxpayer at an audit
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer fails to provide each consumer with a free, current, legible copy of New York City's Consumer Bill of Rights Regarding Tax Preparers in English prior to any discussion
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating tax preparer and taxpayer must sign returns
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating tax preparer not State Board licensed or NYS Bar member
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer does not post Code 20-740 required Identification and Qualification Statement prominently and conspicuously at public entrance or in immediate area where consumers arrive and are met for business
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1
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1
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No data
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No data
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2018-04-11
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Settlement (Pre-Hearing)
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Tax preparer fails to conspicuously post in English at public entrance, or in immediate area where consumers are met, a disclosure stating taxpayer entitled to copy of tax return.
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1
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1
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No data
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No data
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