In any case, I'm going to pay the amount that he billed me as soon as he returns my documents to me (i.e. W2's).I know that CPA's have ethical regulations that require them to return client's orignal documents even if the client doesn't pay. I don't know if CFP do. In your case, it might not be worth it to fight him over $355 (that's pretty low for a return like yours in my opinion) , but you should bring up the point that you had to do the returns yourself and there were several mistakes. Regardless, you should either DIY next year.WRJ
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