BEWARE!!!!
We used Aurelia for the first time one year for our taxes and paid for the service. A few months later we received a letter from the IRS saying we owed them not only the money the sent us, but an additional 2K! Why?Because the W2 that was filed and what Aurelia reported as my income was different. Aurelia had made an typo and did not enter in the true amount of my income on the forms that she filed on our behalf. When I called the office about this, I was told "you should have double checked my work and calculations." If I need to double check a CPAs work and math, why did I pay her to prepare it? I could have done it myself if I had to double check a CPA. I understand typos happen, but the way she handled it was unacceptable. She made excuse after excuse, and avoided my calls & emails which added to the frustration. Had she acknowledged her mistake and had a sensible solution to fix it promptly, there would have been a better outcome for all parties involved. However, due to her unwillingness to communicate with us to resolve the issue and lack of caring for what happened, I told her I would report her to the Texas Board of CPA (see the attached of her violations with them) if she did not refund us the amount that she charged us to prepare our taxes. After all we did not get what we paid for, accurate tax prep. She agreed to pay it, but then we had to keep asking her when she would be paying it. She continued to make excuses and putting us off for over a month before I finally had enough and gave her the ultimatum of either pay or be reported to the board and further legal action. Needless to say we never used her after this.
Fast forward to today... Just so happens one of our W2s was prepared by her. That particular W2 was short by thousands of dollars of what we actually earned. We did not know this, because we had been issued an official W2 with the incorrect income. The issue here is that we had already filed our taxes and even received the return. We budgeted this return into some work that needed to be done, meaning we already contracted & started the work. We found out today at 5:00 p.m. on a Friday via a text! Not a call....a text! I had to try to track her down after-hours at this point, and wait for her to call me back. Given her previous track record of not communicating, there was concern she wouldn't try to make it right, but instead put us through the same issues we had before. She finally sent a corrected W2 on Friday night, but only after I demanded it. Her response "nobody is perfect, and mistakes happen." I agree with that, but how you own your mistakes is a reflection of the type person you are and the business you run. Getting a text at 5:00pm as you run out of the door of the office that closes at 5:00 is not a good way to handle the issue. Plus her mistakes both times were in the tune of thousands of dollars and could have been avoided by a simple double check by her that the data she was typing in the forms matched what information she had in front of her. After I amended the taxes, we now have to return all of our previous money that had been sent to us by the IRS and now we are still on the hook for the work that we had contracted. Her complaints to the board by others and the board's actions only substantiate what has happened to us with her. Check her out at the link to the Texas Board of CPAs:
https://www.tsbpa.texas.gov/php/fpl/indlookup.php?x=lUgIsujmidY%3D
Certificate last name
WEEMS
Contact Information (most recent)
10484 HIGHWAY 242
CONROE TX 77385
Date certified/registered
10/18/2006
License expiration date
12/31/2018
Status
Issued (Current)
Association with the firm AURELIA E WEEMS, CPA PLLC (License ID = C07864) began on 11/18/2011.
History of Board actions:
Complaint 1102-0012L was opened on 02/14/2011 and was closed on 11/17/2011 with a resolution, Probated Suspension. Violation(s) Regarding:
Firm license requirements
Responses
Violation of a rule of professional conduct adopted by the board
Conduct indicating lack of fitness to serve the public as a professional accountant
Complaint 1512-0008L was opened on 12/10/2015 and was closed on 05/12/2016 with a resolution, Reprimand. Violation(s) Regarding:
Discreditable acts
Records and work papers
Enrollment and participation in the peer review program
Violation of a rule of professional conduct adopted by the board read more
