ZipTax LLC

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 When I first contacted ZipTax I was told that the total fee would not be over $I never would have agreed to pay $for Phase I had I known it would be an extra $Jonathan [redacted] also quoted that it would be an extra $to $to resolve my state tax issuesThe total amount paid to them would have been $ZipTax told me that I wasn't told initially that the fee would not be over $and they had it recordedI know without a shadow of a doubt what they saidThe general manager told me that he would play the recording to me but he never didThey are lying and something should be done about thisYou can't tell a client one amount and make the amount higher once they get the initial $If you all at Revdex.com can't do anything about what they did to me I plan on taking this company to the media or to anyone else who will listen because you can't have a business like thisI contacted you all because I called them for two days and couldn't reach anyone and immediately after I contacted you, they called meThank you Regards, [redacted]

[redacted] - While we certainly wish you were willing to compromise with us at some reasonable agreement, you have been reluctant to send us the information we need to proceed***, as well as all our tax advisors, explained that any receipts or expenses you have, must be entered into the tax organizer as this is how all tax preparers in the entire country operateTax Returns are not prepared with receipts, but with reportsOn 12/3/(the day you hired us), we completed an initial IRS call to obtain your transcripts, of which is a $value in and of itself.Sandra Rcalled you to explain the results of the Compliance Check on 12/5, where you stated you had some receipts to sendOn 12/9/ [redacted] Sleft you a voicemail to discuss the tax organizer and how this worksOn 12/10/you spoke with [redacted] and she told you we will send you a full business tax organizer, and you said you would call with any questionsOn 12/16/13, you spoke with [redacted] This conversation was the first you brought up that you though you supposed to send us receipts [redacted] explained that is called bookkeeping and we did not have a bookkeeping service at the timeFurthermore, she explained that you need to enter the information onto the tax organizerAdditionally, we told you, we would email your income transcripts free of charge (again a $value), so you did not have to go back to each employer and seek your W2's and 1099, sometimes costing hundreds of dollarsYou told [redacted] that you understoodSeveral messages were left between 12/18/and 2/7/You then called and spoke with Stephanie and said we would do years of bookkeeping and years of tax preparation for $750,You were denied a refund at that time and unfortunately you felt it necessary to slander our name online nearly a year laterThe service you are asking for would cost over $7,to have done properlyWhile we try to help our clients as much as we can, this is completely unrealisticAt this point, you still have not given us proper documentation to get your returns completedWe have since started an in-house bookkeeping service, and in an attempt to satisfy your case with the Revdex.com, I would be willing to offer you free years of bookkeeping and rather than our typical price of $79/mo for bookkeepingI would honor an extremely discounted rate of $per year for past yearsIn addition, I will offer bookkeeping at 50% discount and waive the $set up feeIf you would like to take advantage of the offer to maintain your books, we would love the opportunity to earn your trust again and show you why we are an industry leader in tax resolution

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 The ZipTax general manager called me and told me that he would call me the next day and play the recorded tape of [redacted] telling me that it could possibly be more than $He never called [redacted] specifically told me it would be between $to $I called to speak to [redacted] several times and it seems that he's had a family emergency for weeks nowThe customer service department called and supposedly played a little bit of the tape and you couldn't understand anythingI have been going through this for about a month now and I'm tiredLet's play the tape to the mediaZipTax know they tried to scam me and they are not getting away with my moneyI demand that a check be mailed to me in the amount of $or I'm going to take further actionThank you Revdex.com for your time Regards, [redacted]

I have been speaking with [redacted] at length in resolving this and have tried to understand why she felt the need to post such negative comments all over the internetHer issue is that the case took longer than she had initially thought, and she just wanted it finishedI have expressed to her that I don't agree with that as a reason of complaint, but I do understand her frustrations on this process as that is a main theme when dealing with the IRSI went into depth with her on why Offer In Compromise takes so much time and that we were only a few weeks away from having it submitted, which is actually shorter than anticipatedMost Offer In Compromise take mo+ for completionWe offered to do her tax return free of charge simply to make a happy client while we were still completing her OICWhile I am disappointed she felt the need to post negative comments all over the internet, her case is progressing as we expected and her OIC will be submitted in the next week or so and I am confident she will be happy with results

Mr [redacted] hired us on 12/3/for years of tax preparation for $( $125/yr)At the time, our tax preparation cost was $250/yr (has since increased to $per year since then) The intake specialist agreed to such an extreme discount as Mr [redacted] had relayed that his returns were a very simple Wand we wanted to compete with another firm vying for his businessThis type of discount would never be approved currently After he paid the $on 12/3/13, we sent him out tax organizers as we do with all of our clients, so he can correctly input his potential deductionsInstead of filling out the tax organizers, he mailed us boxes of receipts, which is significantly different than tax preparationWe explained to him that organizing his receipts is a bookkeeping service, not tax preparation, and although he disagreed, he stated that he understood and will fill out a proper Profit & Loss and tax organizerThis tax return is no longer a simple return, but includes a Schedule C, which ranges from $350-$600/yrWe agreed to honor the pricing we gave him initially as he stated he would get us all the informationWe had been following up for over a year on the documentation he agreed to send us to get his returns completedNow over year later, he finally responds to our Customer Service team demanding a refundHis case has now cost the firm more than $in account maintenance and customer service work and does not merit a refund whatsoever

At
ZipTax, we pride ourselves on excellent customer service and providing the best
experience possible in the difficult circumstance of
owing money to the IRSOur
2-phase process ensures we have accurate information directly from the IRS prior
to having clients retain us for resolution workThis gives our staff an
understanding of what needs to be done on each specific situation
Ms*** contracted with ZipTax for our
Phase Investigation on March 25, (see the investigative Agreement,
clearly stating exactly what is included) We charge $for this service, but in an
effort to help this client resolve her tax problem, we discounted our fee to
$Additionally, we offered to split up her retainer in payments to fit
within her budget, which she defaulted on the first
Prior
to collecting any fees, we conducted a Welcome Call on March 25th at
4:45pm to welcome the client on board and explain the investigation service,
including additional fees should she decide to hire us for resolution work,
which she understoodAfter she paid the $retainer in full on May 14th, we
conducted our investigation with the IRS, which includes having one of our
licensed tax attorneys file Form and obtain accurate information directly
from the IRSOn our initial call with the IRS on May 16th, 2014,
Ms*** (IRS Agent) informed us that our client needed years of tax preparation
and had a tax liability of $11,Our attorney staff put together a
comprehensive plan of action on how we can resolve this debt completelyGiven
her financial situation, we determined that she would be a good candidate for
Offer In Compromise, which could potentially reduce her liability to the IRS significantly
However, this program is extremely complex and most firms charge upwards of
$4,000+ for this service, NOT including tax returns. Understanding Ms*** financial
situation, we gave her an extreme discount as she had such a strong caseWe
offered to do all years of tax returns (typically $1500) AND an Offer In
Compromise for only $3,000, and agreed to split up the retainer in low monthly
paymentsShe then said she expected us to resolve everything for only $ We tried to be helpful by offering our
services at an extremely affordable cost, but she was adamant in thinking that
she deserved all the work to be completed for $While I certainly wish Ms
*** would have been able to complete the resolution phase and allow us
resolve her debt completely, unfortunately we are unable to meet her requests
Our contract has been fulfilled and we are not willing to offer a refund

Mr *** admits he has known for over a year that the information was incorrect with IRS. Yet, Mr*** never informed any of our tax specialists of this information. We spent more than a year, through countless tax specialists, attempting to reach Mr*** to get him to cooperate. We needed documents and information, yet he avoided us. He also continued to make promises on payments, which failed. Mr*** has a pattern of not cooperating with our firm, just like his avoidance with the Federal government, all while we worked on his behalf. We invested a ton of resources on his behalf, including calls to the IRS by tax attorneys, calls to the client from tax specialists and of course tax preparation services. Client owed money to the IRS and contracted with us to help. *** came to us owing over $22,to the IRS. After our work with his taxes, he now only owes approximately $3,00.00. Mr *** is not disputing our work and the resources that went into his case and the success of reducing his balance. Instead, he claims the IRS made a mistake and so he deserves a refund from all the work we already completed. He hired us to do work, for which we completed and exerted a lot of resources. We spent more in resources to chase *** down for documents and information then his fee alone. There is no merit for a refund

*** - Clearly we disagree on several thingsTo start every case, we give a timeline of months to complete an Offer In Compromise because it is an extremely detailed package that potentially saves our clients thousands of dollarsWe like to make sure we have several members of our legal staff review each one, which takes timeIt appears by the timelines she requested, she wanted aBelow is an accurate synopsis of what has occurred.5/1/- You first hired our firm, not in March, as you first indicated5/19/- Your case entered financial review as you sent in some initial documentation6/16/- several rude emails & calls have taken place directed to our customer service team wondering why her OIC has taken so long6/23/- Case review complete, client advised of additional information needed7/21/- Need info documentation received8/28/- OIC preparation beginSep-Dec - Several email and calls made, we explained OIC takes time, client growing increasingly impatient12/8/- sw Case Manager Stephanie - offered free tax prep & client was pleased12/10-- OIC near completion and a few updated documents were requested for submission1/19/- updated documents received.2/27/- OIC package completed3/3/- OIC package mailed to clientYou failed to get us complete documentation several times throughout the processRegardless, we have tried to please you with free servicesWe have just mailed out an Offer In Compromise to settle your$tax liability for $This is an unbelievable savings and I stand by the work of our firmWe take pride in doing things right and handle all our clients in a very respectful mannerIt is disconcerting to see that someone that will have such a significant transformation in their financial situation solely due to the work of our teamcan harbor such negativityThat said, I don't anticipate you will follow through with your word, despite having saved over 99.9% on your tax liability We are a results based firm and that is what we deliver. I wish you a best of luck in the future and now that this tax debt is behind you guys, I'm confident your lives will be significantly improved. Best, *** ***

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
That's not correct, yes they sent me the information about my income and what I owed to the IRS and I followed everything they told me to send inThe company ZipTaz was going off the information from the IRS and I had the same information from the IRS saying I made $45,when in deed I made $The IRS made the mistake to begin with that's why I contacted ZipTaxThen they contacted IRS for the same information, so yes I agreed to information that was incorrect but did not find out until a week after I paided the full amount to be in the program to have my debt negotiated with IRS by ZipTaxI had to have one of the Associates that I was talking with at ZipTax to pretend to be my lawyer just to get my correct from my employer in After me faxing ZipTax my original 1099, I was told about the amending of my taxes for 2012, but asked for the reminder of my money back to me, because they never did anything towards my caseLong story short is I don't understand why I would have to let them have after the amending of my taxes, when absolutely nothing was done for meI hope to come to agreement, thank you
Regards,
*** ***

Ms [redacted] allegations are simply untrue. We offered to provide an authorized recording where she stated she understands that the phase 1 process is $795 and upon completion, we then provide her the results along with the cost to retain us for the resolution part of our services (Phase2). We cannot determine what the total fee is prior to completion of Phase 1. When clients ask for a 'ball-park' fee, we attempt to give them a fee range within a few thousand dollars, but tax resolution programs vary greatly in the amount of time and work each one takes to complete. It is impossible and unethical to quote a fee without first diagnosing what the actual problem is and what the best solutions are available. The program our attorney staff recommended was an Offer In Compromise, which can take 6-12 months or more to complete. When this solution and cost was presented to Ms Thomas, she said that was too high and demanded a refund. However, the work that she has paid for was already completed and warrants no refund. I certainly wish we could have helped Ms [redacted] completely resolve her tax liability, but this is not possible for $2500.  At this time we have fulfilled our contractual obligations with the client and we have closed the case. We wish Ms [redacted] good luck in resolving her tax liability.

On 1/8/15, [redacted] contacted ZipTax, where our office tax specialist [redacted]) conducted a free consultation regarding client’s tax problem.  On 1/13/15, [redacted] again called [redacted] to discuss further; again without any charge.  On 1/14/15, [redacted] agreed and signed a contract with...

ZipTax for assistance with tax problems since client owed the IRS and was receiving collection notices. On 1/15, a ZipTax representative ([redacted]) contacted [redacted] to verify the terms of the agreement and to explain all the expectations of the process.  That same day, [redacted] emailed [redacted] information about the company.  On 1/19, [redacted] contacted ZipTax to change his payment schedule.  Again on 1/23, another conversation was made regarding payment schedule.  On 1/31, Client’s payment declined (after client already postponed payment a couple times).  On 2/6, client called to inform us the payment was now available. On 2/9, a ZipTax Attorney ([redacted]) contacted the IRS to notify of representation and obtain information on [redacted]’s tax matters.  [redacted] retained ZipTax for Investigation service only.  This service identifies a client’s issues, allows our legal team to attempt to negotiate a temporary collection hold and do a comprehensive analysis of the tax situation.  After which, the legal team provides a plan of action on how this tax problem can be resolved.  Then one of our Tax specialists contacts the client and goes over the findings of the legal staff, plan of action, and if qualified, the client is contracted for further services.  On 2/12, [redacted] was contacted by [redacted] and agreed to retain ZipTax for Resolution services to assist with the tax matter.  [redacted] at this time owed the IRS over 20,000 dollars and was determined by our legal staff to be a good candidate for the Offer in Compromise (settlement) program with the IRS.  [redacted] signed a separate agreement for services specifically with the Federal government (IRS).  As a courtesy to [redacted], we allowed his retainer fee to be paid over installments, instead of all up front because of his financial situation.  The payment schedule was listed in his contract which was signed by [redacted]. On 3/6, client called to change his payment schedule.  On 3/10, client’s payment was declined.  On 3/11, [redacted] contacted [redacted] again regarding defaulted payment.  On 3/12, [redacted] contacted client to review the terms of the agreement, at which time if client doesn’t understand then can ask questions and also obtain a full refund.  Client agreed to proceed.  A welcome packet was sent to client via email and also reiterated the terms and process.  On 3/20, client requested to change payment again.  On 3/21, client’s payment declined again.  On 3/23, client changed payment schedule again.  On 4/4, client’s payment declined again.  That same day, client spoke with [redacted] and changed payment plan again.  On 4/7, client spoke with a representative ([redacted]) and verified payment was finally successful.  On 4/13, [redacted] spoke with client, as well as emailed client requisite documents to proceed with case.  On 4/17, client again changed payment schedule with [redacted].  On 4/21, client’s payment declined again.  On 4/22, client changed payment again.  On 5/4, [redacted] spoke with client again requesting client’s financials so we can proceed with case.  On 5/14, [redacted] left message for client detailing the items we needed still to proceed.  On 5/15, client called and provided new payment information.  On 5/26, [redacted] called [redacted] again asking for critical financial documentation to proceed with case.  On 5/30, client’s payment declined again.  [redacted] then requested to change payment again.  On 6/1, payment again declined.  [redacted] called and left message, client called back with new payment information and to change date again.  On 6/5, payment again declined and again client requested to change the date.  On 6/13, client spoke with ZipTax to inquire on payment.  On 6/17, a message was sent to client again asking for the needed information.  On 6/23, another message was sent.  On 7/1, client called to inform us he was now receiving a notice of wage garnishment. As we instructed client, we had been trying to obtain information, documentation and payment for quite some time which would have prevented this action by the IRS.  Again, on 7/11, client’s payment declined and he again requested to change the payment date.  On 7/13, [redacted] at ZipTax left message for client requesting payment and information.  Again, on 7/16 and 7/20, [redacted] left messages. On 7/21, 7/24 and 7/27, [redacted] left messages for client requesting the financial information each time.  On 7/28, ZipTax finally received some financial information (Financial Questionnaire and supporting documents) from [redacted].  Case was immediately moved forward because of the urgency with the levy and a financial analysis workup was started. Then, on 8/15, client’s payment declined again.  On 8/17, 8/18, and 8/19, [redacted] left messages for client regarding past due balance.  On 8/21, [redacted] spoke with client to reschedule.  On 8/28, client’s payment declined again.  Again, on 8/29, client’s payment declined.  On 8/31, 9/1, and 9/3, [redacted] left messages for client. On, 9/5, client’s payment declined.  On 9/8 [redacted] confirmed with client payment would be available.  On 9/19, client’s payment declined.  On 9/21, 9/22, 9/23, and 9/25 [redacted] left messages.  On 9/26, client’s payment declined.  On 10/17, client’s payment declined again.  On 10/19, [redacted] spoke with client.  On 10/20, our financial specialist ([redacted]) prepared a detailed financial workup in preparation for ZipTax work to negotiate with the IRS.  However, on 10/31, client’s payment again declined.  On 11/2 and 11/4 [redacted] left messages for payment.  On 11/6, [redacted] spoke with client and changed dates again.  On 11/4, client’s payment declined.  On 11/16 & 11/17, [redacted] left messages.  On 11/18, [redacted] spoke with client who confirmed payment would be available.  On 11/23, [redacted] left a message.  Client’s payment declined again on 11/28.  Again on 12/12, payment declined.  [redacted] spoke with client that same day who pushed it out again.  Yet, on 12/26 the payment declined again.  On 12/28, [redacted] left a message.  12/29, [redacted] sent email and then spoke with client to reschedule.  Again on 1/2/16, payment declined.  On 1/4, 1/5, and 1/7 [redacted] left messages.  On 1/9, [redacted] offered to discount if client could make payment, for which client agreed to 1/25.  On 1/25, this payment declined.  Finally, on 1/26, client was now paid-in-full. On 2/1, [redacted] (Manager) contacted client with an update on case, as well as sent client a needed form which is critical for the case to proceed.  On 2/3, [redacted] (customer service) attempted to reach client and left message, however she spoke to client same day regarding updated financial information that was needed and client assured her he would have them to ZipTax asap. The IRS requires all financial documents submitted to be in the recent 3 months.  On 2/9, [redacted] left message for the needed documents.  On 2/17 and 2/19, our staff left messages again for these documents.  On 2/23, received email from client asking how to complete the hardship form.  Our office contacted client to assist but left message.  Again, on 2/29, we attempted to call but client’s phone was not accepting calls and unable to leave a message.  On 3/3, [redacted] contact client regarding documents needed and client advised us that negotiations is not needed and for us to only amend 2012 tax returns and he will provide us with W2 documents that week.  Client said that his employer incorrectly reported his wages wrong to the IRS which is why the balance was so high.  On 3/9, a message was sent to client for the W2 documents.  On 3/10, client contacted us and had specific questions for the work being done and we assisted client.  In fact, [redacted] then contacted client’s employer on his behalf as instructed regarding 1099 issue.   On 3/15, [redacted] spoke with client.  Client said he also spoke with [redacted] and is now getting a refund.  [redacted] spoke with client and believes IRS may have made a mistake and now wants to amend return and would like us to contact [redacted] to make an attempt to get money back from previous wage garnishment.  This is outside the scope of the services contracted. On 3/16, we offered to do Tax Preparation work for 2012 and amend his return for the current year.  We offered to waive any additional fee and offered client this $700.00 in services complimentary.  On 3/28, [redacted] spoke with client and he instructed us he doesn’t have a copy of his 2012 return.  In order to amend a tax return, the original return must be with it.  On 4/20, [redacted] sent email to client requesting documents.  On 4/27, [redacted] attempted to call client, but mailbox full.  Client did not send in his documents until 5/13.  On 5/26, client sent an email to ZipTax saying he hasn’t heard from us. [redacted] replied to client with an update.  On 6/8, client called and spoke with Becky in the negotiations department.  He was upset about his case and wanted to speak to a manager to resolve the matter before he retains an attorney to come after ZipTax. Call was transferred to Customer Service manager’s voicemail.  [redacted] called client back but couldn’t leave a message since voicemail was not setup. On 6/9, client spoke with [redacted] and demanded a refund.  Client was screaming and yelling at [redacted] and was saying that ZipTax should refund him all of his money because he no longer needed our services.  [redacted] had to disconnect the call at one point because the client was yelling and cussing at her.  After a few minutes the client called back and [redacted] explained to the client that she is not authorizing a refund, however, she would address with upper management and get back to the client.  [redacted] then temporarily suspended out the case.  On 6/21, [redacted] again spoke with client regarding his case and refund.  It was determined at that point no refund would be granted because the issue was no fault of ZipTax.  ZipTax exhausted many resources for over a year trying to gather information from client to complete resolution work.  However, [redacted] and [redacted] did come to the agreement that ZipTax would file a corrected 2012 return with the updated W2’s which will eliminate a bulk of the debt [redacted] had.  After the return is processed, [redacted] offered to client that we would look into his remaining balance with the IRS and figure out if there is any resolution to be done.  Client was ok with this conversation and even apologized to [redacted] for yelling at her prior.  After this conversation, [redacted] re-opened [redacted]’s case and the 2012 return was sent to client via mail that same day. Refund is not warranted.  Client had an agreement with ZipTax and company rendered services.

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.
When I first contacted ZipTax I was told that the total fee would not be over $2500. 00. I never would have agreed to pay $795.00 for Phase I had I known it would be an extra $2900.00. Jonathan [redacted] also quoted that it would be an extra $200.00 to $300.00 to resolve my state tax issues. The total amount paid to them would have been $4000.00. ZipTax told me that I wasn't told initially that the fee would not be over $2500.00 and they had it recorded. I know without a shadow of a doubt what they said. The general manager told me that he would play the recording to me but he never did. They are lying and something should be done about this. You can't tell a client one amount and make the amount higher once they get the initial $795.00. If you all at Revdex.com can't do anything about what they did to me I plan on taking this company to the media or to anyone else who will listen because you can't have a business like this. I contacted you all because I called them for two days and couldn't reach anyone and immediately after I contacted you, they called me. Thank you.
Regards,
[redacted]

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.
The ZipTax general manager called me and told me that he would call me the next day and play the recorded tape of [redacted] telling me that it could possibly be more than $2500.00. He never called. [redacted] specifically told me it would be between $1500.00 to $2500.00. I called to speak to [redacted] several times and it seems that he's had a family emergency for weeks now. The customer service department called and supposedly played a little bit of the tape and you couldn't understand anything. I have been going through this for about a month now and I'm tired. Let's play the tape to the media. ZipTax know they tried to scam me and they are not getting away with my money. I demand that a check be mailed to me in the amount of $795.00 or I'm going to take further action. Thank you Revdex.com for your time.
Regards,
[redacted]

[redacted] - While we certainly wish you were willing to compromise with us at some reasonable agreement, you have been reluctant to send us the information we need to proceed. [redacted], as well as all our tax advisors, explained that any receipts or expenses you have, must be entered into the tax organizer as this is how all tax preparers in the entire country operate. Tax Returns are not prepared with receipts, but with reports. On 12/3/13 (the day you hired us),  we completed an initial IRS call to obtain your transcripts, of which is a $500 value in and of itself.Sandra R. called you to explain the results of the Compliance Check on 12/5, where you stated you had some receipts to send. On 12/9/13 [redacted] S. left you a voicemail to discuss the tax organizer and how this works. On 12/10/13 you spoke with [redacted] and she told you we will send you a full business tax organizer, and you said you would call with any questions. On 12/16/13, you spoke with [redacted]. This conversation was the first you brought up that you though you supposed to send us receipts. [redacted] explained that is called bookkeeping and we did not have a bookkeeping service at the time. Furthermore, she explained that you need to enter the information onto the tax organizer. Additionally, we told you, we would email your income transcripts free of charge (again a $500 value), so you did not have to go back to each employer and seek your W2's and 1099, sometimes costing hundreds of dollars. You told [redacted] that you understood. Several messages were left between 12/18/13 and 2/7/14. You then called and spoke with Stephanie and said we would do 7 years of bookkeeping and 7 years of tax preparation for $750,. You were denied a refund at that time and unfortunately you felt it necessary to slander our name online nearly a year later. The service you are asking for would cost over $7,000 to have done properly.. While we try to help our clients as much as we can, this is completely unrealistic. At this point, you still have not given us proper documentation to get your returns completed. We have since started an in-house bookkeeping service, and in an attempt to satisfy your case with the Revdex.com, I would be willing to offer you 2 free years of bookkeeping and rather than our typical price of $79/mo for bookkeeping. I would honor an extremely discounted rate of $250 per year for past years. In addition, I will offer 2015 bookkeeping at 50% discount and waive the $250 set up fee. If you would like to take advantage of the offer to maintain your books, we would love the opportunity to earn your trust again and show  you why we are an industry leader in tax resolution.

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.
My complaint is not and has never been with the time frame taken to prepare my
offer in compromise; my complaint is that the staff at ZipTax are untrained in
communicating what the appropriate and accurate time frames are and that ZipTax
has failed to deliver the service that was paid for. I was misled into what the
process would actually be. I have been told for months that my offer was in the
final stages; which was not true - I was told in August that it was being
finalized and would have it by November; after that did not happen, when I
inquired on it, I was told that since we are so close to the end of year for
2014 that we wouldn’t have it until after the new year. In addition, every time
I ask for a written update, Zip Tax fails each time to provide something; below
are just some examples that I have along with the email correspondences that I
have attached. I am happy to provide additional examples of Zip Tax's failure
of services if needed.
·   
July 14 - Requested a copy of the extension that was filed on our behalf
- NO RESPONSE HAS BEEN RECVD
·   
July 31 - Sent a follow up email requesting proof of extension filing -
NO RESPONSE HAS BEEN RECVD
·   
Nov 13 - I requested a reconciliation of our account - NO REPSONSE HAS
BEEN RECVD  
Another more recent example is via an email I recvd on February 19th from
[redacted] where he indicates "As long as there is no additional documentation, (there shouldn’t be from
you’ve said the other day), I will have an OIC package ready for submission by
mid to late next week". It is now March 4th,
we have not been asked to provide any additional documents, and mid to late
next week has come and gone, and we still have not seen an OIC package. This is
the exact reason why I filed a complaint. Zip Tax makes promises that they
simply are not equipped to keep.  
Lastly, As in the response to this complaint as well as in
an email (attached); [redacted]., appears to be reprimanding me - THE CONSUMER,
for taking my personal experiences with Zip Tax to social media outlets or
agencies that are designed to advocate between consumers and businesses. This
too is inappropriate beyond words. I've done my part as the consumer - I've
paid $3200, I’ve provided all documentation requested and I’ve followed up
repeatedly to inquire on the status...Zip Tax has done nothing and continue to
make promises that they are unable to keep, they have failed to deliver the
services that have been paid for.
Regards,
[redacted]

Ms. [redacted] hired us on 5/27/15 for an Investigation into
your tax liability for $795. The following day, our customer service agent, J
Neale, completed a recorded phone call where Ms. [redacted] clearly states she
understands how the investigation process works and that this DOES NOT...

include
resolution, however the $795 will be applied to any additional cost to
completely resolve her tax debt.
Ms [redacted] made her investigation payment on Friday 5/29. Attorney
[redacted] completed initial IRS call on 6/2/15. We were able to review the
results of her investigation with her on 6/17/15. Tax advisor [redacted] spoke
with [redacted] and advised her of her options to resolve her tax problem which
included a possible OIC for fee of $2900 after the $795 investigation credit was
applied.
[redacted] was unhappy with the fee amount, claiming she
thought it was going to be lower, based on an estimate from a previous tax
advisor. She complained the following day to Mr [redacted] about the fee, at which
point he transferred Ms. [redacted] to his manager, Mr. [redacted]. During the call
between [redacted] and [redacted], she made it clear she wanted a full refund despite
acknowledging the work had been completed. She denied ever speaking with [redacted] and agreeing there would be a 2 phase process. She claimed any recording
we could produce of her conversation would be fabricated.  She was unreasonable with irrational during
this conversation and unfortunately we were unable to come to resolution.
On 6/18/15 the summary of Ms [redacted] conversation with Mr
[redacted] was forwarded to [redacted], case manager, as per company policy
when client requests a refund. [redacted] called [redacted] that day and left a message
requesting a call back.  She then filed
an unwarranted Revdex.com complaint a few days later.
Ms [redacted] complaint doesn’t seem to be about the $795 or the
work that was done.  Her complaint seems to be about our fee to do the
work required to resolve her case.  Therefore, she’s complaining about
work to be done, and the fee to do that work, that we were never contracted to
do.  This case does not warrant a refund and
we wish Ms [redacted] good luck in resolving her tax debt.

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.
Regards,
[redacted]
I didn't tell zipp tax about another company . They did'nt tell me about a discount. I didn't tell them about a very simple W2. [redacted] told me that all we had to do is mail or fax all receipts and any other paper work we had . We did'nt get to mail out any receips are anything because when we got the papers in the mail about and organizer thats when we tried to call [redacted] Senior Tax S pecialist we couldn't get him on the phone ,so we had to talk to [redacted] . She didn't tell me about any book keeping service. I didn't say I understood anything, I didn't say I would fill out any proper profit and loss and tax organizer .They didn't say anything about a simple tax return or a schedule C. They didn't agree to honor anything ,they didn't follow up for a year on any documentation. I didn't call customer service the only 2 people I talked to at Zipp Tax was [redacted] and [redacted]. How could it cost them anything when they didn't do anything.

Mr. [redacted] hired us on 12/3/2013 for 6 years of tax
preparation for $750 ( $125/yr). At the time, our tax preparation cost was
$250/yr (has since increased to $300 per year since then).  The intake specialist agreed to such an
extreme discount as Mr. [redacted] had relayed that his returns were a...

very simple
W2 and we wanted to compete with another firm vying for his business. This type
of discount would never be approved currently.
After he paid the $750 on 12/3/13, we sent him out tax
organizers as we do with all of our clients, so he can correctly  input his potential deductions. Instead of
filling out the tax organizers, he mailed us boxes of receipts, which is significantly
different than tax preparation. We explained to him that organizing his receipts
is a bookkeeping service, not tax preparation, and although he disagreed, he
stated that he understood and will fill out a proper Profit & Loss and tax
organizer. This tax return is no longer a simple return, but includes a
Schedule C, which ranges from $350-$600/yr. We agreed to honor the pricing we
gave him initially as he stated he would get us all the information. We had
been following up for over a year on the documentation he agreed to send us to
get his returns completed. Now over 1 year later, he finally responds to our
Customer Service team demanding a refund. His case has now cost the firm more
than $750 in account maintenance and customer service work and does not merit a
refund whatsoever.

I have been speaking with [redacted] at length in resolving this and have tried to understand why she felt the need to post such negative comments all over the internet. Her issue is that the case took longer than she had initially thought, and she just wanted it finished. I have expressed to her that I...

don't agree with that as a reason of complaint, but I do understand her frustrations on this process as that is a main theme when dealing with the IRS. I went into depth with her on why Offer In Compromise takes so much time and that we were only a few weeks away from having it submitted, which is actually shorter than anticipated. Most Offer In Compromise take 12 mo+ for completion. We offered to do her 2014 tax return free of charge simply to make a happy client while we were still completing her OIC. While I am disappointed she felt the need to post negative comments  all over the internet, her case is progressing as we expected and her OIC will be submitted in the next week or so and I am confident she will be happy with results.

Please allow me to explain how our
process works. At Ziptax, LLC we
utilize a 2-phase process that ensures we have accurate information directly
from the Tax Agencies (IRS/State) prior to having clients retain us for tax
negotiation work (phase 2).  I like to
use the analogy of an...

auto mechanic as it is very similar. When folks take
their car to an auto mechanic because something is wrong, they have to get a
diagnostic first. If the mechanic said “we need to replace the engine” before
they even opened the hood, every person would respond “how do you know this if
you don’t even know what the problem is.” We are essentially “going under the
hood” to complete the diagnostic of their tax problem, so we can do a better
job on the clients behalf and not speculate.
 
Mr. [redacted] contracted with ZipTax,
LLC for the Phase 1 of our process (see the Investigative Agreement), which
also includes a Do-It-Yourself Kit if the client decides not to proceed with our
tax negotiation services (Phase 2). Mr [redacted] had an expected liability over
$100,000, so our Phase 1 investigation fee $995.
 
At ZipTax we have several layers of
compliance to ensure our clients fully understand our process on EVERY case.
First, our intake department relays the process of Phase 1 and Phase 2, being
closely monitored by a sales manager to make sure it is being explained
properly.  The intake representative
reviews the process and terms thoroughly with the prospective client.
 
Then, after verbal agreement from
the client, the case goes to Document Prep to prepare and review the necessary
documentation, including powers of attorney and service agreements. On all
Phase 1 cases, our Document Prep department reviews the phase 1 agreement very
clearly, making sure every client understands the payment terms/fee.  At this point, the Document Prep
representative reiterates once again how this stage is strictly an
investigation (diagnostic) into their tax liabilities.  Additionally The client is explained again
here that after Phase 1 is complete, we contact them with a comprehensive plan of
action along with the additional proposal to fully resolve the liability, after
we know what the true problem is.  Mr.
[redacted] agreed, now for the 2nd time with 2 separate representatives,
that he understood and wished to proceed.
 
As such, Mr. [redacted] reviewed the
agreement and terms with the rep and then executed the Agreement.  The case was then submitted for
approval.  At this stage, before any
payment was drafted, a representative from our Customer Service team conducted
a Welcome Call to Mr. [redacted] within 24 hrs. 
Now, a 3rd representative from our office reviewed the entire
terms and process, for which [redacted] agreed again to proceed. 
 
From here, we then drafted client’s
payment and the case was queued to our Negotiations team to begin our Phase 1
service. 
On 10/15/14, one of our Tax Attorneys, K.
[redacted], contacted the IRS to inform them of our representation.  She also obtained detailed transcripts from
the IRS of the clients’ situation. We found out the client’s liability was
$251,929 with 2 tax years unfiled.
 
At this stage, our Senior Tax
Attorney, J.[redacted], along with Case Manager, S. [redacted], met to review the case
details.  They came up with a Plan of
Action on how we can best proceed with our Phase 2 resolution services.  It was determined that based on our client’s
financial status we would be able to achieve an extremely favorable Offer In
Compromise with a substantial reduction in total liability. This is the coveted
tax relief program that all default taxpayers want to qualify for, and Mr
[redacted] was a great candidate. However, this program is very complex and time
consuming. Our legal staff determined that for a case of this complexity, the
total retainer fee would be $15,000.
 
Our office then contacted Mr. [redacted]
to provide an update and offer our proposed Plan of Action, for which he would
need to retain us for the Phase 2 resolution services.  At this point, [redacted] said he wanted to move
forward but needed to review funds with his family. A few days later, he contacted
us to inform us he would be unable to come up with funds for the Phase 2
retainer.  We attempted to work with him
and offered to extend him credit with our office with very reasonable payment
terms.  He rejected the offer to proceed
with Phase 2.    As such, the
Do-it-yourself Kit was sent to Mr. [redacted] which concluded our services and
representation.
 
Not once at this stage or anytime
before, did he state he was unhappy with our office, any representative, or our
process.  He never mentioned he was
confused or did not understand how the two phases work.
 
While I certainly wish Mr [redacted] was
able to retain us and see how successful we could have been, I understand his
financial decision as well. At this time, ZipTax has fulfilled its obligation
and I am deeply disappointed that Mr [redacted] feels compelled to say he did not
understand the two phases, when he made absolutely no inclination of
misunderstanding at any point.   We had 3
levels of “quality control” to ensure he understood before any payment was
drafted.  Only after which, we proceed to
provide legal representation.  We
completed our services and provided the Kit, as agreed to in the executed
contract.