Last year, I received an email from Sarah discussing various tax filing and family details. I…read moreinformed her she had contacted the wrong Diane Perry. She thanked me. This morning, I got another email from her about the same family, and I sent her a screenshot of our prior email. It seems fairly obvious to me that this person is rather careless with client privacy. I have anonymized the names she spelled out to protect their privacy. I tried to notify the governing body of accountancy in Missouri, but have been told I have to print and sign and snail-mail their form. If anyone knows the people in question, I would encourage them to seek legal redress in some manner, or at the very least, move their business to someone less careless.
---------- Forwarded message ---------
From: Sarah Burkemper sarah@sarahbcpa.com
Date: Tue, Sep 24, 2019 at 10:28 AM
Subject: tax return for D** H****
To: dianemperry@gmail.com dianemperry@gmail.com
Diane, I have been the CPA for D** and F*** for many years. F***'s son B**** told me you have Power of Attorney for D** and gave me your contact information. This year, B***** brought in the information for me for their joint tax return, and also paid my preparation fee. The return is finished and reflects a federal refund of $336, which will be issued in joint names and mailed to 151 S***** C**** Rd. There is no Missouri refund or balance due. To electronically file the forms, I need your signature on behalf of D**. Would you like to stop by my office and sign, or would you like me to mail the paperwork to you to sign and return to me? I extended their return, but it is due on October 15th. Thank you! Sarah Burkemper CPA, CFP®250 E Wood St.Troy, MO 63379636-462-2170636-528-2904 faxsarah@sarahbcpa.com
On Mon, Aug 24, 2020 at 6:25 AM Sarah Burkemper sarah@sarahbcpa.com wrote:
Diane, I'm not sure if you remember me from last year, but I prepare taxes for F*** H**** I'm sorry to hear that your father passed away last fall. I know B**** is starting to collect paperwork for his mom's 2019 tax return. The 2019 tax return should be a joint return with D** since they were married, and he passed away during the calendar year. Have you done anything about his 2019 taxes, such as filed a Married Filing Separately return? Or do you want to get his 1099s and other information to me in order to prepare a joint return for D** and F***? Let me know - thanks - take care! Sarah Burkemper CPA, CFP®250 E Wood St.Troy, MO 63379636-462-2170636-528-2904 faxsarah@sarahbcpa.com
