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24 Oktober 2008

Re: [taxchat] Fighting Paralegal Client

No problem, sounds like a good plan to me, if you are sure you want to fight this battle.  Certainly his letter would be no defense in court, since he already knows what you did for him, and he had his copy of the original agreement, etc.
 
KC Jenkins

On Fri, Oct 24, 2008 at 9:14 AM, Michael Clark <taxfocus@earthlink.net> wrote:

I did about 4 months worth of bookeeping for a paralegal. He provided
me with a password and code giving me access to his Quickbooks Online
account. Mainly I entered his tranasctions checks/deposits and
invoices and provided him with financials. He would send me copies of
invoices he generated on Excel, which I usually found numerous
footing errors in his calculations so he was in dire need of someone
to check his math. Long story short, he pays me for the first month
and stiffs me on the next three. After stopping the work and sending
him numerous billing reminders, phone calls (where I would get a hard
luck story), I gave up. One day I see this guy walking out of a fancy
restaurant and it really got to me. So then I went into Quickbooks
and used one of their standard harsh collection billing letters and
sent it to him certified. He sends me back a certified letter saying
he owes me nothing and I need to send him copies of whatever I
supposedly did for him that justifys the billing. I'm through playing
games with this guy and would just as soon take him to small claims
court, as opposed to wasting more time, copies, and postage. I do
have copies of every financial statement, a copy of a bookeeping
agreement form that is signed by him stating my monthly fee, and I
have a copy of several of his faxes of his cutomers invoices he
generated and asked me to enter into his accounting package. I could
send him copies of all of this, but like a good poker player I don't
want him to see my hand. Would I be at any risk if I disreagrded his
request and just went ahead and filed with small claims court?


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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.




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