Taxpayer Advocate Professionals

To Whom This May Concern, When [redacted] spoke to the Mr [redacted] he stated that he did not have equity in his home, nor stocks, bonds, or 401KHe's wife also verified that information to ***The client also informed the attorney that their expenses were higher than his incomeBut the financial analysis revealed that his household income is $8,which, also left him with a significant residual income We did not refund Mr [redacted] the fee of $2,due to the fact that we informed him prior to submitting the return that he did not qualify for the OIC but, he insisted to the attorney that she submit it OIC regardlessTherefore, the $2,was for the services providedThe attorney worked on his case for monthsThe former clients had a chance to receive the fee but he opted out of the option when he informed the attorney that he wanted for her to submit the documents and also agree to the different optionsWe certainly do work for free, unfortunatelyIn regards to the 50% to 80% which Mr [redacted] claims we stated we would save him that is not entirely trueA thorough reading of the email reveals the following, "This process USUALLY saves clients about 50-80%, " we did not guarantee the the client that we would save him 50% to 80%In regards to the money back the former client was emailed on 09/09/at 9:a.m the following "....There is no risk involved with the tax investigation because there is a 100% money back guaranteeIf we cannot save you a substantial amount of money we will refund your money and also provide you with a copy of our investigation..." We did save the client a significant amount of moneyThe client was on a payment plan of $with his interest compounding half a percent daily and up to 25% a year for six yearsWe placed him in an installment agreement of $for the next six years with a fixed rate of 3% for the yearWith this new arrangement the client will save $11,Therefore, we met our contract by saving him a substantiate amount of money In regards to the $charge, [redacted] informed the client that we would charge for the extra service provided and the client stated the following "go ahead." Please see the attachment reflecting emails that were sent to Mr [redacted] Could Mr [redacted] provide us with some evidence supporting his statementsKindly, TAP

Sorry for the delay in my response to this complaint, as I take complaints very seriously Mr [redacted] has complained to the police department in Philadelphia and in Fullerton, the attorney generals office in both Philadelphia and Fullerton The client paid for a federal tax investigation in the amount of $ After completing the investigation in a timely manner, Mr [redacted] explained to the client exactly what we could do to lower his liability with the IRS and how much it would cost for those services At this point, the client was a little upset because he was under the impression that the $was going to take care of his entire tax liability At which point Mr [redacted] informed me of this situation I then reached out to Mr [redacted] and further discussed the results of the tax investigation During this conversation he was very aggressive with extremely foul language I continued to express the results of our investigation and that through the services that we offered him going forward we would significantly better his situation He continued to use profanity and demand his money back for a service that has already been completed I'm sorry that Mr [redacted] feels he has been taken advantage of Given the fact that he did sign the retainer, the ***/ [redacted] and the tax investigation was completed in a timely manner, I am choosing not to refund any money to Mr*** I will however still stand by the investigation results, emphasizing my ability to get his Tax liability lowered and if I can't a will then refund his money

Revdex.com:I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.Before I had TAP go into the offer in compromise, I told them that I was refinancing [redacted] said that's ok and I paid them $to get them startedShe said it is highly likely that they can get the OIC and if they can't I will have a refund of my retainer feeSo they asked me for a payment of $2000, which I paidAccording to the initial letter they said that it would cost me no more than $After refinancing I forwarded all the documentation to the Lawyer which revealed my current financial statusAfter reviewing my financials, they told me that I would not be able to get the OICWhy TAP didn't refund my retainer fee at that time in accordance with the contract I don't know but the lawyer gave me alternatives in which I agreed to pursueShe was aware of a medication I was taking and through a mistake that the medical billing made I received a bill for $I made her aware of these things as they happenedAbout a week later, it was discovered that it was a mistake and I made the lawyer aware of itAfter this they suggested that they can get me into a payment plan so I agreedThey got me into a payment plan at $for six yearsWhich amounts to $Although, the payment is less than $700, it did not reduce my total bill by 50% to 80% which they claim they could doI sent a letter to TAP requesting my retainer fee and I got a call from [redacted] ***, who accused me of lying and cheating and he threatened to charge me $for all the extra work that they didThroughout the process, there was no talk or indication of extra feesI told him I was not going to pay himCouple hours later, I checked my bank account and there was a debit of $so I called my bank and told them that I did not authorize itTo prevent TAP from doing it again, the bank suggested that I close the account and get a new cardThis had put a great inconvenience for meI don't appreciate the way Mark [redacted] talked to me and accusing me of things that I did not doIt all started with my letter to TAP requesting my refundI received a letter from Mark, which crossed in the mail with my letter, thanking me for choosing TAP with an offer of $off my filing feeIf they knew from the start and I mean when I provided them the bank statements and financials, that I couldn't qualify for the OIC, they could have refunded my retainer fee rather than make all the suggestions for me to continue onI want my retainer fee of $plus the $that you charged my account without my permission Regards, [redacted]

Mr [redacted] did not read his contract and only wants to hear what he wants to hear He signed up for a tax investigation for the amount of $ The tax investigation was completed in less then two week and we could save him a lot of money He does not want to pay for the services to complete the work Therefor we can't save him money, till he pays for the work As it is clearly stated on page of the retainer agreement he signed up for a Tax Investigation only and there will be additional fee's He claims that [redacted] didn't inform him of other fee's, I believe it to be an untrue fact Further more he should of read the simple contract that he signed [redacted] ***

When I came to Taxpayer Advocate Professionals I owed $10,to the IRS and they were garnishing my paychecksI’ve not filed for 2010, 2011, 2012, and When I first spoke to [redacted] she was very friendly and helped calm my fears [redacted] (the tax attorney) was able to stop my wage garnishment and [redacted] (the CPA) filed for the years of that needed to be filedUpon [redacted] completing my tax returns I only owed $1,However, they did not stop there [redacted] was able to get me a penalty abatement for $1,Now I only owe the IRS $But the amazing part is that [redacted] was able to get me a refund from the state of California for about $2,I will be referring all of my friends and family members to themGive them a try you won’t regret it!

I would like to let you know how much I appreciate Mr**'s assistance with my tax issuesI believe he should be applauded for his qualitiesHe has been able to calm me down when I have been stressed beyond imaginationHe has been able to talk to me and make me feel at ease during all of our conversationsEvery time I call him, he is very informed and informative of all that is going on with my situationThe CPA and Tax Attorney always call me when they need somethingEven when I am wound up tighter than a drum Mr [redacted] remains very calm, never raises his voice, listens to my questions and comments and manages to put me back to being calm and confidentI truly believe Mr [redacted] should be commended for his commitment to his job and his client'sI am recommending Tax Payer Advocate Professionals to all of my family and friendsWith the help of them I can finally breathe againThanks Tax Payer Advocate Professionals and I can't forget the staff, they are "AWESOME"

To whom it may concern Upon contacting Mr [redacted] we discussed that we would conduct a tax investigation in order to see if we could better his tax situationPrior to conducting a tax investigation, [redacted] (Mr [redacted] 's settlement officer) conducted a quick interview where she inquired about his financesPer Mr [redacted] he could no longer afford to continue his monthly payments of $due to the fact his wife is permanently disabled; he then stated that he had to obtain two part-time jobs in order to continue his payments to the IRSShe then asked the client if he had any assets, equity in his home, stocks, bonds, or 401K which the client answered all with a noWith the information that Mr [redacted] provided us with we conducted a tax investigation and informed him that we could do an offer in compromise based on the information he provided us withPer his initial conversation he met all the criterias for the offer in compromiseThe attorney then requested documents from Mr [redacted] in order to prepare his a financialsUpon receiving and completing his financials the attorney informed him that he did not qualify for the offer compromise due to the fact that he refinance his home in the middle of the processThe client withheld the fact that he had $29,in his savings account which the attorney uncovered in his bank statement when preparing his financialsMr [redacted] insisted that our attorney submit the offer regardless of her professionals inputThe offer was of course rejected by the IRSThe client then wanted for us to place him in a currently non-collectible status per client he had medical bills every month for the amount of $2,The attorney prepared the financials in order to place him in that program but prior to submitting his financial the attorney requested proof of those medical billsThe client then responded via email and stated that it he did not have the proof there was a mistake from the hospital billing department and he no longer had to pay for those medicinesThe attorney then placed him in an installment agreement program for the amount of $his original installment was for the amount of $with the same amount of paymentsWhich would save him $11,Mr [redacted] responded with an email stating he was content with the installment agreement

Mr*** did not read his contract and only wants to hear what he wants to hear He signed up for a tax investigation for the amount of $ The tax investigation was completed in less then two week and we could save him a lot of money He does not want to pay for the
services to complete the work Therefor we can't save him money, till he pays for the work As it is clearly stated on page of the retainer agreement he signed up for a Tax Investigation only and there will be additional fee's He claims that *** *** didn't inform him of other fee's, I believe it to be an untrue fact Further more he should of read the simple contract that he signed. *** ***

I understand that the client says he never revived any settlement services and that is true because he never paid for any of the services he qualified for, he only paid for the Tax Investigation The Tax Investigation was explained in a verbal conversation between the client and Mr*** and was also explained to the client by myself after his orignal complaint to the Revdex.com Therefor the client received the Tax Investigation explaining to him what services he qualified for

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
I have not been presented with the results of any settlement service nor have I received results of any investigation.The information discussed after I paid was information provided by meThere was nothing new presented to meI was told me I owed tax for 2009, 2010, 2011, 2013, and Tax advocate called today and was very unprofessional and rudeThe rep did go into great detail about additional feesI advised him that this call was first time I heard about additional feesThe rep further advised that the conversation between me and *** *** was recordedI asked him to review the recording and If I was advised of additional fees I would drop this case and If not he return feesThe rep called back shortly and did not want to discuss the recording.I again request reimbursement of $paid, per our written agreement
Regards,
*** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.
I paid $for tax services and received absolutely nothingAfter paying *** *** called and advised me I owed for taxesHe provided the exact information I provided and nothing more.*** *** told me their services would cost $and nothing more...until I paid the $and was then told that another $was needed to resolve. The employee who is replying to this email told me all conversations were recordedWe both agreed that he would listen to the recording and If I was advised that there would be additional charges he would retain fees paid, If not he would return the fees. Once he called back he did not want to discuss the recordings.This issue can be quickly resolved by the recordings being reviewed by Revdex.com.
Regards,
*** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
 
[redacted]
October 13, 2017Revdex.comvia www.sandiego.Revdex.com.orgI have just reviewed a response from some unidentified source alleging to be an agent(?) of Taxpayers Advocates Professionals (hereinafter TAP). Although there is mention of one "Mr. [redacted]" in the email response, I have no idea who that person is. There is/are no other name(s) affixed anywhere in this email response. So I do not have a clue as to the credentials of the purported author of this email response.Nonetheless, my problem with TAP started AFTER I MAILED a Payment Agreement letter to TAP, dated August 15, 2017. That letter me[redacted]lized how, when and where my payment of approximately $2,600.00 for services which would supposedly lower my tax liability with the IRS. IN SPITE OF THE LETTER, a male person who I can only identify by voice as **--because he always referred to himself as "**"--kept demanding that I forward the $2,600.00 to TAP and made it very clear that TAP had no intentions of honoring the Payment Agreement as outlined/specified in the August 15, 2017 letter. He never, at any point during our many telephone conversations, gave me information about my IRS records, filings, written communications either from the IRS and/or from me to the IRS that reassured me that any "Investigation" had been conducted on my behalf. What "**" told me in our many telephone conversations was generic in nature; he could have told a stranger off of the street what he continuously told me. Because of that--conversations with "**" that lacked any awareness on his part, as far as I could tell, of any specifics about MY filed IRS record(s)--I became suspicious. And my hesitancy became reinforced when "**" constantly pounded me, demanding that I pay $2,600.00 before any more information pertinent to my case would be supplied to me by him. Since it was clear that "**" was ignoring the August 15, 2017 Payment Agreement letter, he eventually passed me on--telephonically--to [redacted] on August 30, 2017. [redacted] became very adamant, aggressive, sarcastic and verbal abusive during  our August 30, 2017 telephone conversation. He made it quite clear that he was not going to honor the August 15, 2017 Payment Agreement letter, that TAP would not perform further services for me and that any further services provided by TAP would only occur after he/TAP received my $2,600.00 payment.I went ballistic after [redacted] slammed the telephone down, ending our August 30, 2017 conversation. That is when I filed this complaint with the Revdex.com and contacted the police here in Philadelphia and Fullerton, California.I anxiously await the unidentified person's/source's response to the above reply to forwarded to me in your 10/9/2017 email to me.

Sorry for the delay in my response to this complaint, as I take complaints very seriously.  Mr. [redacted] has complained to the police department in Philadelphia and in Fullerton, the attorney generals office in both Philadelphia and Fullerton.  The client paid for a federal tax investigation...

in the amount of $395.00.  After completing the investigation in a timely manner, Mr. [redacted] explained to the client exactly what we could do to lower his liability with the IRS and how much it would cost for those services.  At this point, the client was a little upset because he was under the impression that the $395.00 was going to take care of his entire tax liability.  At which point Mr. [redacted] informed me of this situation.  I then reached out to Mr. [redacted] and further discussed the results of the tax investigation.  During this conversation he was very aggressive with extremely foul language.  I continued to express the results of our investigation and that through the services that we offered him going forward we would significantly better his situation.  He continued to use profanity and demand his money back for a service that has already been completed.  I'm sorry that Mr. [redacted] feels he has been taken advantage of.  Given the fact that he did sign the retainer,  the [redacted] and  the tax investigation was completed in a timely manner, I am choosing not to refund any money to Mr. [redacted].  I will however still stand by the investigation results, emphasizing my ability to get his Tax liability lowered and if I can't a will then refund his money.

The client paid for a tax investigation, we performed a tax investigation for him.  It would take additional services to solve his problems and cost more money which he was aware of at the start.  His wife or girlfriend got on the phone afterwards all mad and demanding that we did nothing...

and wanting his money back.  After speaking with the wife on the phone she began to use all types of profanity towards my secretary.  At which point I told my secretary to hang up the phone and to not answer when she called back.  She called back 20 times within 10 minutes until I got on the phone with her.  One swear word after another is all I heard.  I was courteous and professional in the beginning.  until she started crossing boundaries.  At which point I told her she was very ignorant.  I never used the word black and I don't recall saying the word [redacted].  To me this is a cheap racial shot at trying to get her money back.  And I am not going for it.  I happen to be part black and I would never say that!

Mr. and Mrs. [redacted] are very confused.  We saved them $1000's of dollars and here is the break down year by year.  For 2005 original balance $8184 after amended processed new balance $10592006 original balance $4082 after amended processed balance zeroed out2011 original balance $1946...

after amended new balance $3562012 original balance $2917 after amended new balance $686We saved the client $15028.  They are upset because not all of the balances for all the years got lowered.  Our contract states that we will at least double the amount they paid in savings.  The clients paid $1990 for our services and we clearly surpassed all of our obligations.  [redacted]

nothing more to say on my end