- Original Poster
- #1
Hello all,
Can I formally complain about an accountant who hasn't produced p60s and VAT info for the past two tax years, and refuses to return our financial records?
My mum runs a catering business. She's employed the same small accountancy firm for the past decade to do her financial stuff like general bookkeeping, VAT etc. She provides her financial records on time to the them. The accountancy firm is headed by a chartered accountant, who is registered with the ICAEW. We don't usually communicate with the chartered accountant, although her name is on letters regarding payment. My mother usually communicates with one of their employees/ agents, let's call her Miss ABC. Miss ABC isn't a chartered account (too thick to pass the professional exams), but she does some of the actual work herself.
Since June 2020, my mother has repeatedly asked Miss ABC for p60s, info on VAT liabilities and a short letter on her net profits. Miss ABC repeatedly tells us that she will get it done "by the end of the month". It's now October and we still don't have any of these documents. Miss ABC won't readily answer her office or personal mobile. I've had to email her recently, only to be met with the same reply. I then requested her to return my mother's financial records, which she refused to do, stating that I could not tell her what to do. I suspect they may be lost or destroyed. I've tried to email the head of the company and have been met with zero response.
I'd really appreciate it anyone can suggest what my next steps should be? My mum urgently needs her financial records returned. She wants to engage a solicitor but I don't think that would be financially prudent.
Can I formally complain about an accountant who hasn't produced p60s and VAT info for the past two tax years, and refuses to return our financial records?
My mum runs a catering business. She's employed the same small accountancy firm for the past decade to do her financial stuff like general bookkeeping, VAT etc. She provides her financial records on time to the them. The accountancy firm is headed by a chartered accountant, who is registered with the ICAEW. We don't usually communicate with the chartered accountant, although her name is on letters regarding payment. My mother usually communicates with one of their employees/ agents, let's call her Miss ABC. Miss ABC isn't a chartered account (too thick to pass the professional exams), but she does some of the actual work herself.
Since June 2020, my mother has repeatedly asked Miss ABC for p60s, info on VAT liabilities and a short letter on her net profits. Miss ABC repeatedly tells us that she will get it done "by the end of the month". It's now October and we still don't have any of these documents. Miss ABC won't readily answer her office or personal mobile. I've had to email her recently, only to be met with the same reply. I then requested her to return my mother's financial records, which she refused to do, stating that I could not tell her what to do. I suspect they may be lost or destroyed. I've tried to email the head of the company and have been met with zero response.
I'd really appreciate it anyone can suggest what my next steps should be? My mum urgently needs her financial records returned. She wants to engage a solicitor but I don't think that would be financially prudent.
