W A Gregory & Assoc PC

WA Gregory and Associates, PC, located in Pleasant Hills, PA completed our taxes in 2013. An error was made on our taxes that resulted in large sum of money being due to the IRS with penalties. There were several conversations with the accountant during the processing of our taxes. The accountant told us that one of the documents that we gave her didn’t provide her with enough information for one portion of our taxes. Instead of requiring us to get the new form. which was an easy process. she completed our taxes and noted an incorrect number on the taxes. When our taxes were filed by WA Gregory and Associates, PC, we were not informed of ANY outstanding concerns regarding our taxes.
Two years later we received a letter from the IRS. Because of the error mentioned above we needed to pay the amount due to the IRS and two years of penalty. Respectfully, WA Gregory and Associates should be responsible for the penalties due to the error they made. They refused to cover the penalty.
WA Gregory stated that because we signed an Engagement Letter they had no responsibility to pay penalties. Within the Engagement Agreement, there is language that states that they will complete your taxes but you as the tax payer are responsible for signing off on your taxes. The Engagement document that you are required to sign before they will do your taxes states «You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.»
BEWARE. Because of this required document (Engagement Letter) you agree that they are without error and with your signature you become the expert authority precluding them from responsibility.
In addition to the Engagement Letter, the accountant’s response to our request for them to pay the penalty due to the accountant’s error referred to her pride in her own work. While I am glad they are pleased and confident in their own work, pride in self should not be good reason to select a professional to complete your important tax documents. For most clients, they choose an accountant who is competetent vs. confident. And self-​pride is not reason for WA Gregory and Assoc. to not be held responsible for errors made on your tax documents.
DO NOT USE WA GREGORY AND ASSOCIATES, PC. They will not take responsibility for their errors. They will file your taxes when they know they are not correct. They will require you to sign the document that will protect them in all circumstances and not you the client.
This review is to warn others to beware of WA Gregory and Associates, 60 Terrence Dr., Suite 201, Pittsburgh, PA 15 236 so that this financial burden is not experienced by others.