ROCKMAN v. BARTLETT


49 A.D.3d 1072 (2008)

853 N.Y.S.2d 429

GEORGE ROCKMAN, Appellant, v. DORIS BARTLETT, Doing Business as MOUNTAIN BUSINESS SERVICES, et al., Respondents.

Appellate Division of the Supreme Court of the State of New York, Third Department.

Decided March 20, 2008.


Kavanagh, J.

Plaintiff retained defendants to prepare his 2003 federal and New York State income tax returns. In that regard, plaintiff provided defendants with documentation establishing that in 2003 he incurred a $91,800 loss from the sale of rental property. On the initial tax return prepared by defendants and subsequently filed with the Internal Revenue Service (hereinafter IRS), only $10,851 of the loss was declared for the 2003 tax year because defendants believed...

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