Lugowy Associates

1.0 (1 review)

Accountants, Tax Services, Financial Advising

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Accountants

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Audit and conflict resolution support

Tax planning

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Jane M.

8 years ago

This is the first time I ever had to file an estate income tax. I never spoke with the principle of this organization, who left all communication with his secretary. There was never any time that I was informed that an estate/trust tax return is due 90 days after the anniversary of the date of death. I started communicating with this company on Jan 25, 2018, giving lots of time for the tax return to be done by March 13/18, the due date, which I learned much later. The estate income tax return was not filed until April 23, approximately 40 days late. There was a penalty and interest on the file. When speaking with CRA, it was explained about the 90 day window. The accountant office had everything by 2 days before the deadline, which may be cutting it close, but had he informed me about the deadline, the timeline for getting the documents to his office when I did would have been different. I still don't understand why it took him another 40 days to file the return. No explanation for that was ever given. I asked the accountant to reimburse the penalty and interest as I expected him to know about estate tax deadlines. He sent a letter blaming me for the late filing and telling me I should know these things. Why then did I pay him for his expertise. He did reimburse the penalty and interest, but suggested that I only cash the cheque if I believed his office was responsible for the late filing. I cashed the cheque. And on top of all of this the taxes were done wrong. read more

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