The McCarthy Group, LLC (MCG)

I work WITH my clients, not FOR them. My position to terminate the engagement early was an ethical decision based on a number of misrepresentations, unreasonable expectations, lack of boundaries, and general attitude I was your assistant. You are the second client in 21 years that I have ever terminated an engagement with. There were too many factors that weren't adding up for me - both from the perspective of a tax lawyer and auditor. I won't even align my experience with the IRS to this. But, I am truly sorry things ended in the manner in which they did; I also felt a great vibe with you on that initial call when we whipped out a balance sheet for the mortgage company (for no cost). Just because I just wanted to help since I'd been in the position of buying a first home with a tiny baby; I was highly sympathetic. Since your deadline for closing passed not long ago - on what I learned was a rental property and not a personal residence - I have looked back and hoped that you still closed on the property successfully. Almost 2 months have passed and I have no frustration at this point, but since you would prefer to beat on my reputation, here are the facts I have documented without any emotion involved: - I was very communicative and responsive to your texts. 90%+ of texts were answered in under 10 minutes. Some in under 1 minute. - It was represented to me that you were buying a first home which turned out not to be true. It was a rental property which was evidenced by the email you forwarded me from your mortgage company. - You asked me to write a comfort letter to the mortgage company ensuring your solvency based on tax returns I had no original support for. I gave the mortgage company a very conservative letter based explicitly on empirical evidence from partial financial data I requested from you, and filled the letter with disclaimers because I told you I could not provide you exactly what you were looking for. You and I had this conversation Christmas Eve after I already told you I was OOO for the day, finishing my Christmas shopping for my kids. You indicated to me that you absolutely needed the letter by 5 PM on Christmas Eve. So I then called your contact at the mortgage company ASAP in order to make sure we were all on the same page so I could close the matter - all the while sitting completely on a shelf in the toy section of a craft store so people could get by. - You forwarded an email thread perhaps accidentally, from your prior CPA that admonished you. You threatened to sue him after using information in a return you provided. I flagged this as a point of conversation with you because it was very concerning. From an auditor's perspective, this very situation is always a cause for concern and documented in professional literature. - The mortgage company was requesting AUDITED financial statements in their email, and not a simple Profit and Loss. There are miles of difference between the two requests, and the audit takes over a month at a minimum to complete for a tiny company because of documentation requirements. - You cited my children and my parenting style in your angry comments.