Overcharged by CPA despite agreed price — refund possible?
I am writing to explain my situation regarding an overcharge on my TurboTax Full Service filing.
My CPA, Steven K., charged me a total of $905, even though we had agreed on a total of $630. I have screenshots from our chat conversation where the CPA clearly stated what the total would be, and this agreement is also reflected in the call recordings. Based on that confirmed price, I made the decision to move forward with TurboTax instead of another provider.
During the process, the CPA provided me with discount codes to apply in order to reach the agreed total of $630. However, when those codes did not work, he instructed me to go ahead and submit the full payment of $905 and assured me that he would make sure I received a refund for the difference.
I am not requesting a full refund. I am requesting a refund of $275.87, which reflects the difference between the agreed-upon amount and what I was ultimately charged.
I would appreciate your assistance in reviewing this matter and issuing the appropriate refund.
