8/1/2026This case relates to a preparer error claim on the 2025 return (mortgage interest limitation on debt over $750,000 was not applied, an error discovered from the client's call). An amended return correcting the error has been prepared but not yet filed. The original return, the amended return (not filed), and the firm's preparer error statement have been uploaded to Tax Protection Plus in support of the claim. A claim has also been opened with the firm's E&O carrier, Hiscox Insurance.

8/3/2026Phone call received from Chandra Jacobs (Hiscox) at 2:39 PM to discuss the case. Policy coverage is limited to penalties and interest (P&I) only. Chandra intends to follow up directly with Tax Protection Plus regarding coverage.

8/4/2026Email received from Sundeep Mutgi expressing dissatisfaction with the firm's resolution process. He does not want the firm to correct the returns and is instead requesting reimbursement of penalties, interest, and fees resulting from the error, a refund of the firm's tax preparation fees (Invoice 20212534, $248; Invoice 20213661, $292), and payment of a new accountant's fees. A case has been opened with the firm's law firm, Maguire, Schneider, and Hassay; an attorney assignment for consultation is pending.