January 7, 2021
As my family has used Argus Tax Preparers for many years, I went to them starting in 2016.
In 2017, Harald Rehm, Sr, failed to include my NYS Healthcare Marketplace form 8962 on my taxes. I received an IRS notice in April 2017, that I would lose my healthcare if this was not corrected in a timely manner. I immediately contacted Mr. Rehm on the phone and he told me to send him the letter from the IRS which I promptly did.
When I applied for my NYS Healthcare Market Place insurance that December 2017, I was denied. I contacted Mr. Rehm and without a pause, he accused me of not giving him the form. I drove to his office and he told me he didn't send it because his fax machine was broken. I had to change health care plans from a silver plan to a bronze plan as I had no assistance because of the error.
I continued you to use Argus Tax Services, but instead asked his son, Harald Rehm, Jr. CPA to do my taxes. He assured me that the extra money I spent for health insurance would be refunded by the IRS. However, I still had to use a bronze health insurance plan because of the error. He thanked me for continuing to use his service, and waived the fee for preparing my taxes.
In March 2020, I dropped off my taxes at Argus. In the envelope were three SEALED envelopes--W-2, New York State Health Care statements and my interest income statement from my credit union. My completed tax forms were mailed to me and a wrote a check for $108 as a preparer fee.
In May 2020 I had yet to receive a refund. I called Argus and they sent me the automated number for the IRS. After having been through this type of error by Argus before, I was concerned. I gave his staff member a message and asked Harald Rehm, Jr. to please return my call. Mr. Rehm NEVER returned my call.
On October 29, 2020, I received an IRS letter stating that the amounts on my 8962 didn't match up. I contacted Argus. Because of the previous error, I had to change to a Fidelis bronze plan and NYS state included two 8962 forms. They were both sent in the same sealed Marketplace envelopes I provided Argus. When Harald Rehm, Jr. opened the tax forms to review them, he said, "Oh that must be the problem, there are two forms." He faxed the forms to the IRS on 11/2/20.
I have spent at least ten hours on both the phone with the IRS and NYS Health Insurance Marketplace trying to rectify Mr. Rehm's errors.
Due to COVID, the IRS is 60 days behind on processing. Therefore, I must pay the full cost of my health insurance as I had two years before due to his father's negligence.
Two years later, I still have not received my tax return to reimburse me for that out- of -pocket expense. When I informed Harald Rehm Jr. on 1/7/21, that I would like my fee returned to help pay for my health insurance, he told me it was my fault (The same excuse his Dad gave me two years previously). He said "the document wasn't in the packet" despite saying the opposite in my presence on 11/2/20. As I have a tax professional prepare my taxes, I NEVER open my W-2, NYS Healthcare Market Place, or interest income forms. There is no reason to do so.
In four visits to Argus Tax Services, they created errors twice that affected my eligibility for healthcare and on both times blamed me.
Harold Rehm Jr. was upset that I told them they were incompetent, and told me on 1/7/21, NOT TO CONTACT THEIR OFFICE EVER AGAIN. Harald Rehm Jr. assured me that he would send a check for $108.
I pay a tax professional so as not to encounter problems and it is especially disconcerting to have the preparer commit errors and blame the client, not once, but twice.