American Wealth Advisers

I purchased a Kirby vacuum from this distributer in Feb of this yearThere was no tile attachment so I was promised by Ben, my sales person, he would sent me the part and include extra bagstwo months later my vacuum stopped working properly so I called BenI have not received what I was promisedI have called four times and left messagesI also e mailed the Kirby company three times with no response Here's the worst partI paid over twenty two hundred dollars for the vacuum and was told they are that price everywhere, but I found the same vacuum on Amazon for sixteen hundred All I want is my vacuum fixed and the attachments promised to me

I purchased a Kirby vacuum from this distributer in Feb of this yearThere was no tile attachment so I was promised by Ben, my sales person, he would sent me the part and include extra bagstwo months later my vacuum stopped working properly so I called BenI have not received what I was promisedI have called four times and left messagesI also e mailed the Kirby company three times with no response
Here's the worst partI paid over twenty two hundred dollars for the vacuum and was told they are that price everywhere, but I found the same vacuum on Amazon for sixteen hundred
All I want is my vacuum fixed and the attachments promised to me

Bought a Kirby vacuum cleaner months ago and was promised two hand held vacuum cleaners to use for our vehicles We still have not received what we were promisedThe sales rep contacted the manager and asked multiple times and was told by the manager that they are on back orderI feel if we were promised something that we should have received it by now or should be contacted regarding the status of itThis company has poor customer service and I'm not happy at all with the carelessness that they have showedAll I want is the items that we were promised

I purchased a Kirby vacuum from this distributer in Feb of this yearThere was no tile attachment so I was promised by Ben, my sales person, he would sent me the part and include extra bagstwo months later my vacuum stopped working properly so I called BenI have not received what I was promisedI have called four times and left messagesI also e mailed the Kirby company three times with no response
Here's the worst partI paid over twenty two hundred dollars for the vacuum and was told they are that price everywhere, but I found the same vacuum on Amazon for sixteen hundred
All I want is my vacuum fixed and the attachments promised to me

Bought a Kirby vacuum cleaner months ago and was promised two hand held vacuum cleaners to use for our vehicles We still have not received what we were promisedThe sales rep contacted the manager and asked multiple times and was told by the manager that they are on back orderI feel if we were promised something that we should have received it by now or should be contacted regarding the status of itThis company has poor customer service and I'm not happy at all with the carelessness that they have showedAll I want is the items that we were promised

To Revdex.com, Thank you for bringing *** ***’s concern and complaint filed with the Revdex.com to our attentionWe take customer service as our number one priorityWe have built our company on providing exceptional customer service and ensure all of our customers receive “Quality Service”We would
without exception refund a customer any fees if they had a justified concern or complaintI am the Co-Founder of the firm and I have personally reviewed this issue. Mr*** has made attempts to file this same complaint against us through different agencies and yet at no time has he ever come to us directly with his concernsIn fact, we have an email from Mr*** dated April 1, thanking us for the work done on his tax return and getting him a large refundNow Mr*** is making an attempt to harass us by filing what we believe is a fraudulent complaint with the Revdex.comIn this complaint with the Revdex.com, Mr*** has decided to up the ante by adding additional comments to his original concocted story filed with other agencies and made numerous additional and defamatory statements in regards to me and our company impeaching our honesty, integrity and reputationAt this point we have turned this matter over to legal and are reviewing our options for filing a defamation suit against Mr***. After a detailed investigation of Mr***’s alleged complaint, we have confirmed that Mr*** received via email a notice sent to all previous year tax clients on February 3rd informing them of a price increase from $to $for preparation of and e-filing a ***dard Fed and State tax return including Schedules A and BThe email of February 3rd he refers to in his complaint clearly states, “most returns will cost no more than $to process and file for both state and federalThis statement is completely accurateMost of our clients returns are very simple and do not require additional forms or tax schedules and are $It does not state “all” tax returns or “his” specific return will be $79. Secondly, when Mr*** called our office to make an appointment to bring in his tax documents, one of our team members informed him verbally on the phone during the call of the price increaseDuring that call he stated he had received the email of the price changeHe was also informed if he needed any additional schedules such as Schedules C, D, E or F there would be additional feesUpon making his appointment an email was sent to him confirming his appointment date and timeThat email included attachments of our Client Tax Agreement that clearly stated all of our fees and prices for tax prep and e-filing and pricing for all additional tax Schedules if neededWe can confirm he received this email as he replied back to our email on March 4th. Thirdly, Mr*** was personally handed a copy of our Client Tax Agreement at the beginning of his initial tax appointment by one of our tax intake team membersAt that time he was verbally asked if he was aware of the price increasesHe stated he was aware of the increaseHe was also told at that time that he did have a Schedule D on his tax return last year and if that Schedule D was needed again for his taxes this year, it would be an additional $above and beyond the ***dard $Mr*** asked our team member what his total price would be and he was informed that until his taxes were reviewed by our tax preparers we could not give an exact price, but was told if his tax return was the same as last year it would be $plus the $fee for Schedule DOur team member then asked Mr*** to sign the tax agreementMr*** refused to sign the agreement stating unless we could give him an exact price he would not sign itHe was advised at that time he had the option to go elsewhere to have his taxes completedHe declined that offerAlso, in the years we have been doing Mr***’s taxes we have never promised a set date in which his taxes would be completed as we process all clients on a first come first serve basis and we have never in our company history processed a tax return while a client waits and he is fully aware of this policyWe firmly believe quality is more important than speed of doing a tax return in an hour or less while a client waitsIn review, our team member responded correctly as we must have a licensed tax preparer look at the client provided documents to determine all the required tax forms that will be neededOur tax intake members who are not licensed tax preparers cannot make that call, they can simply provide the client agreement and review the fee scheduleYes, typically 99% of our clients do sign the client tax agreement at their initial meetingHowever, we cannot forcibly make a client sign the agreement and we do have some that will not sign each yearWe made the request of him and he declinedMr*** or any client choosing to not sign the Client Tax Agreement does not disavow our fee structureOral or verbal contracts are entirely legalEven though it is almost always better to enter into a written contract that details the terms of the agreements which we did provide and request Mr*** to sign, oral contracts are allowable under the lawMr*** did verbally request we move forward with preparing and e-filing his tax returnThis constitutes a verbal contractual agreement to perform requested work for him. At no time, should Mr*** have been surprised by the modest increase in fee’s as they were clearly outlined and were provided to him on numerous occasionsWe firmly believe the value added $rate for a complete tax return is an incredible discount to the ***dard industry rates that are or times higher than our ratesWe do charge additional fees for certain tax Schedules that are only used when required per IRS guidelinesA breakdown of our fees for each tax Schedule is in our Client Tax Agreement that Mr*** was provided numerous times. We do offer a discounted $tax service to first time clients which is clearly stated on our website and in our post card mailers that go out to potential first time clientsOur tax return price for returning tax clients is $as is stated in the Client Tax AgreementWe prepared Mr***’s tax return in for $as a first time customer and graciously extended him the $first time customer offer again in which we did not have to doMr*** was invoiced $for his tax return and an additional $for a Schedule D which was required due to his Capital Loss carryforward which must be reported on Schedule D per IRS guidelinesThat is an average of $over years to prepare and e-file his tax returnsBoth of the fees ($79+$29) he was charged for his tax return were clearly outlined in the Client Tax Agreement provided to him and reviewed with him on numerous occasionsThis is the exact same fee schedule that all of our tax clients’ fees were based on and not some undisclosed hidden fee for him as he indicatesFor his total fee of $108, we prepared and e-filed his Federal and AZ tax returns including different tax forms to complete his Federal and State tax return and e-filing the taxes for himThe National Society of Accountants reports the average fees its members charged to prepare tax returns for a with state return with itemized deductions is $They also report the average fee for a with Schedules C, D or E and a state return averages over $Mr*** received a tremendous bargain for $and he received a large refundI can also assure you with great certainty that no tax office would have completed his tax return with the required forms for his stated price of $he listed in his complaintWe have done our market and competitor research and know we are one of if not the lowest priced tax office in the West Valley. At no time did we mislead Mr*** or attempt to charge him for anything other than what is stated in our Client Tax AgreementIf he was unhappy with our fees all he had to do was tell us and we would have been happy to return his docs and he could have gone elsewhere for his tax preparationThis option was again presented to him on April 1st when he came into our office to review and sign his tax returnsMr*** declined this offerWe most certainly did not force anything on him or attempt to hold his tax return hostage or even hint we would bill him laterHe could have simply taken his documents and gone elsewhere, no questions asked. It is very concerning to us that Mr*** feels adamant that American Wealth Advisers has misled him, taken advantage of him or did not properly review the company pricingHis claims of being rude or calling him a liar in our meeting is absolutely fictitious and never occurredWe feel that his complaint is outlandish, and apologize for Revdex.com time and energy exhausted investigating this alleged complaintAmerican Wealth Advisers prides itself on providing superior customer service and takes every client concern very seriouslyOur firm has been nominated by our clients and recognized in Phoenix Magazine and other publications the last years as one of the top organizations in Phoenix for Service and Overall SatisfactionNothing is more important than our customer’s experience! As I believe we were more than upfront about all of our fees and at no time tried to deceive or mislead Mr*** on any of our fees, I cannot in “good faith” return $to him for valid work that was completed on his behalfThe fees Mr*** was charged to complete different required tax forms and e-file his return is exactly what we disclosed to him and the same fees we charged all of our other tax clientsAgain, he received a tremendous bargain and he will fully under***d that when he gets his taxes completed somewhere else next yearMr*** is wasting everyone’s time and energy on a frivolous complaint. Please feel free to contact me directly if you have further questions. Sincerely, *** *** Co-Founder American Wealth Advisers, PLLC

A gentleman came to my neighborhood and showed me a Kirby vacuumHe took hours to clean and explain the uses of the vacuum on an area rugMy entire house is hardwood floorsI kept saying I really cant afford this because I am Social Security due to recovering from Cancer so I am on a limited incomethey stayed at my house until after 9:00pmI felt very pressured and they were not going to leave until I bought a vacuumHe asked to run my credit and I asked will it show on my credit report and he said NOWell it didI can not get out of the contract because it was over the business daysto my knowledge business days are Monday - Friday, but they said it is Monday - Saturday because the mail is delivered on SaturdayThe contract did say to contact my Jan 6th but I thought it was a mistake, that is why I called 1st thing Monday Jan 8th to get this taken care ofI have no use for the vacuum, it is to heavy for me, it is hard to change the front part of the vacuum to change fu

Kyle A[redacted] and American Wealth Advisers was extremely helpful in setting up all of my accounts. He was incredibly knowledgeable about all of my 401K options and made me feel comfortable while making all of my retirement decisions. I would recommend American Wealth Advisers to anyone looking to change their financial advisor.

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.I have read the response from Mr. [redacted]. His response with many of the items are either intentional or accidental errors. There are several reasons why we are here today. The first reason is really the main one.1. Mr. [redacted]'s rudeness and arrogance particularly on March 31st when I came to pick up my taxes. If Mr. [redacted] was polite on this day we would have worked it out and we wouldn't be here today.2. Taxes done incorrectly the first time. Yes I was happy with the refund that I was going to receive the second time the taxes were done because I am the one who caught the error and had I not caught it, it would have cost me around $800.00.  3. Lateness. I brought my papers in on March 7th and was told my taxes would be done within 7 to 10 business days. The taxes were supposed to be done by March 21st but were not completed until the following week.4. I did come to Mr. [redacted] directly on March 31st when I came to get my taxes, not on April 1st as his letter states.There are additional errors in his letter but I noted the main ones.The $29.00 was only part of the issue.  It was the principle.  I am no longer pursuing the $29.00.  He said I was notified about the $29.00 several times however this was not the case.  Apparently I was notified only by the e-mail and company agreement that was given to me on March 31st after the taxes were completed incorrectly the first time.  None of my story was concocted.  I [redacted]d by my story 100% aside from the $29.00 on an e-mail that may have been in an attachment to an e-mail that has not been opened.  A computer security system person can likely confirm this.  I was not given a company agreement in person in the beginning, only at the end.  I also did not decline to sign anything as nothing was presented for me to sign in the beginning.     I feel that his attempts to threaten me and intimidate me as you saw are another example expressed in his letter that are similar to the attitude he expressed to me in person on March 31st.  These are tactics used by someone with little validity in their argument. He has wasted a lot of your time, my time and his time with his overly long winded responses filled with inaccuracies. The only way this case will be resolved is if Mr. [redacted] apologizes for his rudeness, threats and intimidating me and acknowledging that on March 31st 2015 I was the one who discovered the error on the taxes which were then completed a second time on April 1st 2015 and resulted in a sub[redacted]tially larger refund.If you have any questions, please contact me directly.  Thank you.Regards,[redacted]

This company's business practice is questionable. They prepared and filed my taxes, and neglected to submit and file a legitimate tax credit with the state of AZ. They were given all the documents to filed this credit correctly, but it was not done. When I brought it to their attention they refused to amend our taxes without an additional $50. They stated that we should have let them know that we qualified for this credit. They are the professionals and should have done due diligence to ensure that we receive all the credits we qualified for. We were surprised at response received from one of the owners and will never do business with them again. Not a professional business.

To Revdex.com, Thank you for bringing [redacted]’s concern and complaint filed with the Revdex.com to our attention. We take customer service as our number one priority. We have built our company on providing exceptional customer service and ensure all of our customers receive “Quality Service”. We...

would without exception refund a customer any fees if they had a justified concern or complaint. I am the Co-Founder of the firm and I have personally reviewed this issue. Mr. [redacted] has made attempts to file this same complaint against us through different agencies and yet at no time has he ever come to us directly with his concerns. In fact, we have an email from Mr. [redacted] dated April 1, thanking us for the work done on his tax return and getting him a large refund. Now Mr. [redacted] is making an attempt to harass us by filing what we believe is a fraudulent complaint with the Revdex.com. In this complaint with the Revdex.com, Mr. [redacted] has decided to up the ante by adding additional comments to his original concocted story filed with other agencies and made numerous additional false and defamatory statements in regards to me and our company impeaching our honesty, integrity and reputation. At this point we have turned this matter over to legal and are reviewing our options for filing a defamation suit against Mr. [redacted]. After a detailed investigation of Mr. [redacted]’s alleged complaint, we have confirmed that Mr. [redacted] received via email a notice sent to all previous year tax clients on February 3rd 2014 informing them of a price increase from $49 to $79 for preparation of and e-filing a [redacted]dard Fed 1040 and State tax return including Schedules A and B. The email of February 3rd he refers to in his complaint clearly states, “most returns will cost no more than $79 to process and file for both state and federal. This statement is completely accurate. Most of our clients returns are very simple and do not require additional forms or tax schedules and are $79. It does not state “all” tax returns or “his” specific return will be $79. Secondly, when Mr. [redacted] called our office to make an appointment to bring in his tax documents, one of our team members informed him verbally on the phone during the call of the price increase. During that call he stated he had received the email of the price change. He was also informed if he needed any additional schedules such as Schedules C, D, E or F there would be additional fees. Upon making his appointment an email was sent to him confirming his appointment date and time. That email included attachments of our Client Tax Agreement that clearly stated all of our fees and prices for 2014 tax prep and e-filing and pricing for all additional tax Schedules if needed. We can confirm he received this email as he replied back to our email on March 4th. Thirdly, Mr. [redacted] was personally handed a copy of our Client Tax Agreement at the beginning of his initial tax appointment by one of our tax intake team members. At that time he was verbally asked if he was aware of the price increases. He stated he was aware of the increase. He was also told at that time that he did have a Schedule D on his 2013 tax return last year and if that Schedule D was needed again for his 2014 taxes this year, it would be an additional $29 above and beyond the [redacted]dard $79. Mr. [redacted] asked our team member what his total price would be and he was informed that until his taxes were reviewed by our tax preparers we could not give an exact price, but was told if his tax return was the same as last year it would be $79 plus the $29 fee for Schedule D. Our team member then asked Mr. [redacted] to sign the tax agreement. Mr. [redacted] refused to sign the agreement stating unless we could give him an exact price he would not sign it. He was advised at that time he had the option to go elsewhere to have his taxes completed. He declined that offer. Also, in the 3 years we have been doing Mr. [redacted]’s taxes we have never promised a set date in which his taxes would be completed as we process all clients on a first come first serve basis and we have never in our company history processed a tax return while a client waits and he is fully aware of this policy. We firmly believe quality is more important than speed of doing a tax return in an hour or less while a client waits. In review, our team member responded correctly as we must have a licensed tax preparer look at the client provided documents to determine all the required tax forms that will be needed. Our tax intake members who are not licensed tax preparers cannot make that call, they can simply provide the client agreement and review the fee schedule. Yes, typically 99% of our clients do sign the client tax agreement at their initial meeting. However, we cannot forcibly make a client sign the agreement and we do have some that will not sign each year. We made the request of him and he declined. Mr. [redacted] or any client choosing to not sign the Client Tax Agreement does not disavow our fee structure. Oral or verbal contracts are entirely legal. Even though it is almost always better to enter into a written contract that details the terms of the agreements which we did provide and request Mr. [redacted] to sign, oral contracts are allowable under the law. Mr. [redacted] did verbally request we move forward with preparing and e-filing his tax return. This constitutes a verbal contractual agreement to perform requested work for him. At no time, should Mr. [redacted] have been surprised by the modest increase in fee’s as they were clearly outlined and were provided to him on numerous occasions. We firmly believe the value added $79 rate for a complete 1040 tax return is an incredible discount to the [redacted]dard industry rates that are 3 or 4 times higher than our rates. We do charge additional fees for certain tax Schedules that are only used when required per IRS guidelines. A breakdown of our fees for each tax Schedule is in our Client Tax Agreement that Mr. [redacted] was provided numerous times. We do offer a discounted $49 tax service to first time clients which is clearly stated on our website and in our post card mailers that go out to potential first time clients. Our normal tax return price for returning tax clients is $79 as is stated in the Client Tax Agreement. We prepared Mr. [redacted]’s tax return in 2012 for $49 as a first time customer and graciously extended him the $49 first time customer offer again in 2013 which we did not have to do. Mr. [redacted] was invoiced $79 for his 2014 tax return and an additional $29 for a Schedule D which was required due to his Capital Loss carryforward which must be reported on Schedule D per IRS guidelines. That is an average of $69 over 3 years to prepare and e-file his tax returns. Both of the fees ($79+$29) he was charged for his 2014 tax return were clearly outlined in the Client Tax Agreement provided to him and reviewed with him on numerous occasions. This is the exact same fee schedule that all of our tax clients’ fees were based on and not some undisclosed hidden fee for him as he indicates. For his total fee of $108, we prepared and e-filed his Federal and AZ tax returns including 27 different tax forms to complete his Federal and State tax return and e-filing the taxes for him. The National Society of Accountants reports the average fees its members charged to prepare 2014 tax returns for a 1040 with state return with itemized deductions is $273. They also report the average fee for a 1040 with Schedules C, D or E and a state return averages over $447. Mr. [redacted] received a tremendous bargain for $108 and he received a large refund. I can also assure you with great certainty that no tax office would have completed his tax return with the 27 required forms for his stated price of $75 he listed in his complaint. We have done our market and competitor research and know we are one of if not the lowest priced tax office in the West Valley. At no time did we mislead Mr. [redacted] or attempt to charge him for anything other than what is stated in our Client Tax Agreement. If he was unhappy with our fees all he had to do was tell us and we would have been happy to return his docs and he could have gone elsewhere for his tax preparation. This option was again presented to him on April 1st when he came into our office to review and sign his tax returns. Mr. [redacted] declined this offer. We most certainly did not force anything on him or attempt to hold his tax return hostage or even hint we would bill him later. He could have simply taken his documents and gone elsewhere, no questions asked. It is very concerning to us that Mr. [redacted] feels adamant that American Wealth Advisers has misled him, taken advantage of him or did not properly review the company pricing. His claims of being rude or calling him a liar in our meeting is absolutely fictitious and never occurred. We feel that his complaint is outlandish, and apologize for Revdex.com time and energy exhausted investigating this alleged complaint. American Wealth Advisers prides itself on providing superior customer service and takes every client concern very seriously. Our firm has been nominated by our clients and recognized in Phoenix Magazine and other publications the last 3 years as one of the top organizations in Phoenix for Service and Overall Satisfaction. Nothing is more important than our customer’s experience! As I believe we were more than upfront about all of our fees and at no time tried to deceive or mislead Mr. [redacted] on any of our fees, I cannot in “good faith” return $29 to him for valid work that was completed on his behalf. The fees Mr. [redacted] was charged to complete 27 different required tax forms and e-file his return is exactly what we disclosed to him and the same fees we charged all of our other tax clients. Again, he received a tremendous bargain and he will fully under[redacted]d that when he gets his taxes completed somewhere else next year. Mr. [redacted] is wasting everyone’s time and energy on a frivolous complaint. Please feel free to contact me directly if you have further questions. Sincerely, [redacted] Co-Founder American Wealth Advisers, PLLC

To Revdex.com, Thank you for bringing [redacted]’s concern and complaint filed with the Revdex.com to our attention. We take customer service as our number one priority. We have built our company on providing exceptional customer service and ensure all of our customers receive “Quality Service”. We...

would without exception refund a customer any fees if they had a justified concern or complaint. I am the Co-Founder of the firm and I have personally reviewed this issue. Mr. [redacted] has made attempts to file this same complaint against us through different agencies and yet at no time has he ever come to us directly with his concerns. In fact, we have an email from Mr. [redacted] dated April 1, thanking us for the work done on his tax return and getting him a large refund. Now Mr. [redacted] is making an attempt to harass us by filing what we believe is a fraudulent complaint with the Revdex.com. In this complaint with the Revdex.com, Mr. [redacted] has decided to up the ante by adding additional comments to his original concocted story filed with other agencies and made numerous additional false and defamatory statements in regards to me and our company impeaching our honesty, integrity and reputation. At this point we have turned this matter over to legal and are reviewing our options for filing a defamation suit against Mr. [redacted]. After a detailed investigation of Mr. [redacted]’s alleged complaint, we have confirmed that Mr. [redacted] received via email a notice sent to all previous year tax clients on February 3rd 2014 informing them of a price increase from $49 to $79 for preparation of and e-filing a [redacted]dard Fed 1040 and State tax return including Schedules A and B. The email of February 3rd he refers to in his complaint clearly states, “most returns will cost no more than $79 to process and file for both state and federal. This statement is completely accurate. Most of our clients returns are very simple and do not require additional forms or tax schedules and are $79. It does not state “all” tax returns or “his” specific return will be $79. Secondly, when Mr. [redacted] called our office to make an appointment to bring in his tax documents, one of our team members informed him verbally on the phone during the call of the price increase. During that call he stated he had received the email of the price change. He was also informed if he needed any additional schedules such as Schedules C, D, E or F there would be additional fees. Upon making his appointment an email was sent to him confirming his appointment date and time. That email included attachments of our Client Tax Agreement that clearly stated all of our fees and prices for 2014 tax prep and e-filing and pricing for all additional tax Schedules if needed. We can confirm he received this email as he replied back to our email on March 4th. Thirdly, Mr. [redacted] was personally handed a copy of our Client Tax Agreement at the beginning of his initial tax appointment by one of our tax intake team members. At that time he was verbally asked if he was aware of the price increases. He stated he was aware of the increase. He was also told at that time that he did have a Schedule D on his 2013 tax return last year and if that Schedule D was needed again for his 2014 taxes this year, it would be an additional $29 above and beyond the [redacted]dard $79. Mr. [redacted] asked our team member what his total price would be and he was informed that until his taxes were reviewed by our tax preparers we could not give an exact price, but was told if his tax return was the same as last year it would be $79 plus the $29 fee for Schedule D. Our team member then asked Mr. [redacted] to sign the tax agreement. Mr. [redacted] refused to sign the agreement stating unless we could give him an exact price he would not sign it. He was advised at that time he had the option to go elsewhere to have his taxes completed. He declined that offer. Also, in the 3 years we have been doing Mr. [redacted]’s taxes we have never promised a set date in which his taxes would be completed as we process all clients on a first come first serve basis and we have never in our company history processed a tax return while a client waits and he is fully aware of this policy. We firmly believe quality is more important than speed of doing a tax return in an hour or less while a client waits. In review, our team member responded correctly as we must have a licensed tax preparer look at the client provided documents to determine all the required tax forms that will be needed. Our tax intake members who are not licensed tax preparers cannot make that call, they can simply provide the client agreement and review the fee schedule. Yes, typically 99% of our clients do sign the client tax agreement at their initial meeting. However, we cannot forcibly make a client sign the agreement and we do have some that will not sign each year. We made the request of him and he declined. Mr. [redacted] or any client choosing to not sign the Client Tax Agreement does not disavow our fee structure. Oral or verbal contracts are entirely legal. Even though it is almost always better to enter into a written contract that details the terms of the agreements which we did provide and request Mr. [redacted] to sign, oral contracts are allowable under the law. Mr. [redacted] did verbally request we move forward with preparing and e-filing his tax return. This constitutes a verbal contractual agreement to perform requested work for him. At no time, should Mr. [redacted] have been surprised by the modest increase in fee’s as they were clearly outlined and were provided to him on numerous occasions. We firmly believe the value added $79 rate for a complete 1040 tax return is an incredible discount to the [redacted]dard industry rates that are 3 or 4 times higher than our rates. We do charge additional fees for certain tax Schedules that are only used when required per IRS guidelines. A breakdown of our fees for each tax Schedule is in our Client Tax Agreement that Mr. [redacted] was provided numerous times. We do offer a discounted $49 tax service to first time clients which is clearly stated on our website and in our post card mailers that go out to potential first time clients. Our normal tax return price for returning tax clients is $79 as is stated in the Client Tax Agreement. We prepared Mr. [redacted]’s tax return in 2012 for $49 as a first time customer and graciously extended him the $49 first time customer offer again in 2013 which we did not have to do. Mr. [redacted] was invoiced $79 for his 2014 tax return and an additional $29 for a Schedule D which was required due to his Capital Loss carryforward which must be reported on Schedule D per IRS guidelines. That is an average of $69 over 3 years to prepare and e-file his tax returns. Both of the fees ($79+$29) he was charged for his 2014 tax return were clearly outlined in the Client Tax Agreement provided to him and reviewed with him on numerous occasions. This is the exact same fee schedule that all of our tax clients’ fees were based on and not some undisclosed hidden fee for him as he indicates. For his total fee of $108, we prepared and e-filed his Federal and AZ tax returns including 27 different tax forms to complete his Federal and State tax return and e-filing the taxes for him. The National Society of Accountants reports the average fees its members charged to prepare 2014 tax returns for a 1040 with state return with itemized deductions is $273. They also report the average fee for a 1040 with Schedules C, D or E and a state return averages over $447. Mr. [redacted] received a tremendous bargain for $108 and he received a large refund. I can also assure you with great certainty that no tax office would have completed his tax return with the 27 required forms for his stated price of $75 he listed in his complaint. We have done our market and competitor research and know we are one of if not the lowest priced tax office in the West Valley. At no time did we mislead Mr. [redacted] or attempt to charge him for anything other than what is stated in our Client Tax Agreement. If he was unhappy with our fees all he had to do was tell us and we would have been happy to return his docs and he could have gone elsewhere for his tax preparation. This option was again presented to him on April 1st when he came into our office to review and sign his tax returns. Mr. [redacted] declined this offer. We most certainly did not force anything on him or attempt to hold his tax return hostage or even hint we would bill him later. He could have simply taken his documents and gone elsewhere, no questions asked. It is very concerning to us that Mr. [redacted] feels adamant that American Wealth Advisers has misled him, taken advantage of him or did not properly review the company pricing. His claims of being rude or calling him a liar in our meeting is absolutely fictitious and never occurred. We feel that his complaint is outlandish, and apologize for Revdex.com time and energy exhausted investigating this alleged complaint. American Wealth Advisers prides itself on providing superior customer service and takes every client concern very seriously. Our firm has been nominated by our clients and recognized in Phoenix Magazine and other publications the last 3 years as one of the top organizations in Phoenix for Service and Overall Satisfaction. Nothing is more important than our customer’s experience! As I believe we were more than upfront about all of our fees and at no time tried to deceive or mislead Mr. [redacted] on any of our fees, I cannot in “good faith” return $29 to him for valid work that was completed on his behalf. The fees Mr. [redacted] was charged to complete 27 different required tax forms and e-file his return is exactly what we disclosed to him and the same fees we charged all of our other tax clients. Again, he received a tremendous bargain and he will fully under[redacted]d that when he gets his taxes completed somewhere else next year. Mr. [redacted] is wasting everyone’s time and energy on a frivolous complaint. Please feel free to contact me directly if you have further questions. Sincerely, [redacted] Co-Founder American Wealth Advisers, PLLC

This company's business practice is questionable. They prepared and filed my taxes, and neglected to submit and file a legitimate tax credit with the state of AZ. They were given all the documents to filed this credit correctly, but it was not done. When I brought it to their attention they refused to amend our taxes without an additional $50. They stated that we should have let them know that we qualified for this credit. They are the professionals and should have done due diligence to ensure that we receive all the credits we qualified for. We were surprised at response received from one of the owners and will never do business with them again. Not a professional business.

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.I have read the response from Mr. [redacted]. His response with many of the items are either intentional or accidental errors. There are several reasons why we are here today. The first reason is really the main one.1. Mr. [redacted]'s rudeness and arrogance particularly on March 31st when I came to pick up my taxes. If Mr. [redacted] was polite on this day we would have worked it out and we wouldn't be here today.2. Taxes done incorrectly the first time. Yes I was happy with the refund that I was going to receive the second time the taxes were done because I am the one who caught the error and had I not caught it, it would have cost me around $800.00.  3. Lateness. I brought my papers in on March 7th and was told my taxes would be done within 7 to 10 business days. The taxes were supposed to be done by March 21st but were not completed until the following week.4. I did come to Mr. [redacted] directly on March 31st when I came to get my taxes, not on April 1st as his letter states.There are additional errors in his letter but I noted the main ones.The $29.00 was only part of the issue.  It was the principle.  I am no longer pursuing the $29.00.  He said I was notified about the $29.00 several times however this was not the case.  Apparently I was notified only by the e-mail and company agreement that was given to me on March 31st after the taxes were completed incorrectly the first time.  None of my story was concocted.  I [redacted]d by my story 100% aside from the $29.00 on an e-mail that may have been in an attachment to an e-mail that has not been opened.  A computer security system person can likely confirm this.  I was not given a company agreement in person in the beginning, only at the end.  I also did not decline to sign anything as nothing was presented for me to sign in the beginning.     I feel that his attempts to threaten me and intimidate me as you saw are another example expressed in his letter that are similar to the attitude he expressed to me in person on March 31st.  These are tactics used by someone with little validity in their argument. He has wasted a lot of your time, my time and his time with his overly long winded responses filled with inaccuracies. The only way this case will be resolved is if Mr. [redacted] apologizes for his rudeness, threats and intimidating me and acknowledging that on March 31st 2015 I was the one who discovered the error on the taxes which were then completed a second time on April 1st 2015 and resulted in a sub[redacted]tially larger refund.If you have any questions, please contact me directly.  Thank you.Regards,[redacted]

Kyle A[redacted] and American Wealth Advisers was extremely helpful in setting up all of my accounts. He was incredibly knowledgeable about all of my 401K options and made me feel comfortable while making all of my retirement decisions. I would recommend American Wealth Advisers to anyone looking to change their financial advisor.

We choose not to reconsider our position.