Authority Tax Services

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
The mutual release document provided was drafted and sent from the company stating what the stipulations were for a refund check to be givenThe company's current response that no such agreement was made is absolutely absurd Why would an amendment be drafted and sent to a client if no such refund was promised? Based on historical email correspondences with Authority Tax Services employee and the attached Mutual release document sent from the company, it is without doubt such agreement was made both verbally on call logs and in writing
"For the good and valuable consideration of a refund $of fees paid to Authority Tax Services, ..."
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.
I disagree with just about everything in *** ***'s response, except that they did send us a welcome package. I have drafted a rebuttal to his response, which is attached. The IRS told me they never received any notice from ATS that they represented me and never dealt with ATS on my behalf. I found this out about months after hiring ATS, when I contacted the IRS and spoke directly with them about my situation. They told me at that time that there was no indication of ATS representing me, and that my account was about to be hit with further adverse action such as liens and levies. They instructed me on completing my own 433-D, which I have done. What did I pay ATS $for???
If I need to type my rebuttal into this small space, please let me know. Otherwise, please see attached my page response to Mr***'s page response
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
[The defendant's response to my response is wholly
symptomatic of the level of service I received, absolutely nothing of
substanceIf the defendant had done anything to negotiate with the IRS for me,
the IRS would have sent me letters indicating they have accepted or rejected
any offers submitted on my behalf by the defendantThe only letter I received
from the IRS pertaining to the services rendered by Authority Tax Services
states the only conversation they had with the defendant was on March 4, and it stated and I
quote "Based on your proposal, we established your installment agreement
for $152.00"So what was done between September and March 2014? The
defendant is not even trying to justify how the $I paid them was
earnedNor, did they provide any documentation to prove they did anything on
my behalfThere is no accounting of anythingAnd, instead of following up
with an actually accounting of services rendered, they dismiss my actual
documentation with smug disdain for me as their customer and the Revdex.com. To further prove the deceitfulness of the defendant,
I previously mentioned I spoke with a manager in the Los Angeles office named
*** ***Mr*** told me his title was case manager supervisorMr
*** is in fact not a managerHis actual title is case managerThroughout
this whole process the defendant has misled, lied, and in effect stole my
moneyThat is why they cannot refute any of the facts in my original complaint
or response and has shown the same contempt to the Revdex.com by not addressing any of
the information and facts I provided in a timely manner, which is exactly how
they handled my caseAt this point it is obvious that the defendant has chosen
not to respect to their customers and the Revdex.comWith that being said nothing
less than a full refund of the $is warranted on my behalf.]
Regards,
*** ***

On November 7, 2013, Mr*** *** of *** *** *** (hereinafter, the “Plaintiff”) entered into a legally binding contract w/ Authority Tax Services
(hereinafter, the “Defendant”) for Federal tax work. The scope of the contracted work, specifically, involved assisting the Sole-Proprietor Plaintiff with the IRS--- related to a tax deficiency amounting to $120,000.00. In essence, the Defendant agreed to fashion a reasonable resolution for the Plaintiff’s through tax liability, to the government, in exchange for $5,for services rendered. A legally binding Form (Power of Attorney & Declaration of Representative), along w/ Form (Tax Information Authorization) was executed by the Plaintiff to facilitate the agreed-upon service contract.
However, before the final, remaining Service payments could be collected (per the Contract), the Plaintiff emailed the Defendant’s firm on January 10, 2014, and formally requested a unilateral cancellation to the Agreement. In response to the Plaintiff’s request, the Defendant mailed a letter of Termination soon thereafter. On February 25, 2014, the Defendant received Notice from the Revdex.com that the Plaintiff had lodged a formal Complaint against the Defendant, requesting a full refund--- based on an alleged lack of “service…rendered.” The Plaintiff’s claim, however, is not bolstered by the record
From early November till January 10, 2014, the Defendant’s firm completed all contracted work for the Plaintiff--- to include its required Compliance call with the IRS, as well as reviewing the supplied Client information questionnaire and other financial documents (prepared and supplied by the Plaintiff), needed for negotiation purposes with the IRS Each required step was properly documented and completed by the Defendant. However, the Plaintiff consistently failed to perform, per Contract. The following roadmap lays out these documented problems--- each signifying an arguable Breach of Contract
On numerous occasions, the Plaintiff either provided inaccurate or incomplete information (in clear violation of the Contract) that temporally impeded the Defendant’s ability to negotiate a reasonable tax resolution with the IRS. Example: The Plaintiff supplied the Defendant with an incorrect filing status, related to the filing years in question (e.g., Plaintiff told the Defendant that he had filed as a business entity, when in fact the Plaintiff’s filing status was that of a Sole-Proprietor). This mistake, by the Plaintiff, induced un-needed delay. Example: The Plaintiff supplied the Defendant with the wrong EIN (Employment identification Number). This particular problem occurred not once, but TWICE--- again, creating un-needed delay, confusion, and signifying a potential Breach. Example: The Plaintiff failed to timely supply (in violation of the Contract) an accurate and completed Client Questionnaire to the Defendant; again, creating further delay as the Defendant had to repeatedly request (and re-request) the essential information.
Similarly, the required Form 433-A (OIC) was also delayed as the questionnaire numbers are KEY to creating a financial picture for negotiation--- further complicating and delaying any potential resolution for the Plaintiff
In short, the litany of self-induced Plaintiff delays, omissions, and information inaccuracies collectively played a significant role in the Plaintiff’s ultimate dissatisfaction with the Defendant’s assistance, as it pertains to the Contract More to the point, each of the Plaintiff’s failures represent an arguable claim for Breach, while providing the obvious basis behind the Plaintiff’s Complaint for lack of service rendered
In reference to the Plaintiff’s claim that the Defendant “lacked attention to detail,” in meeting-out its responsibilities to the Plaintiff, the file is devoid of any such evidence. In fact, the record shows that the Defendant was desperately communicating with the Plaintiff in an effort to complete its contracted duties. Additionally, the negotiation process was materially abated by the continual supply of inaccurate or incomplete information by the Plaintiff Lastly, the Plaintiff’s claim that he was somehow left, by the Defendant, to resolve his own tax issues (based on the aforementioned Plaintiff email for unilateral cancellation and file documentation) is wholly specious as an allegation and, as a consequence, merits no response from the Defendant.
Therefore, the Plaintiff’s Complaint against the Defendant is baseless on the facts, materially false, and should be viewed by this office as nothing more than an unsubstantiated allegation by a disgruntled client
Respectfully,
-*** ** ***, Compliance and Customer Service
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA

April
7,
FROM: Thomas BJeter, Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: ***
***_***
To the Bureau,
The Defendant-Business holds firm behind its
prior Response to Complaint, having fully performed the Contract and wholly
disputing the continuing, unsubstantiated claims of the Plaintiff
Thank you
Respectfully,
-*** ** ***, Compliance Director,
AUTHORITY TAX
SERVICES, LLC

May
07, 2014">
FROM: *** ** ***r, Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: *** *** ***_***
RESPONSE TO COMPLAINT:
On February 07, 2013, the Plaintiff-Client
contracted with the Defendant-Business, seeking tax assistance for a Federal deficiency
of approximately $10,000.00--- related to required Tax preparation work/filings
from to 2012, and including a “Review
and Revise” examination by the Defendant. In exchange for
services rendered (per the negotiated Contract), the Plaintiff agreed to pay
the Defendant $4,700.00, via monthly installments A payment plan was
then approved by the Plaintiff, made part of the Contract--- with payment
tendered to Defendant to start work.
The Defendant then promptly mailed a Welcome
Packet to the Plaintiff, which provided all needed financial forms, Tax
Organizers (TO’s) and directions for completing the required Client
questionnaire (Q&A)--- the answers, to which, to be imputed into an IRS
Form 433-A (OIC) for resolution purposes. Lastly, a legally binding
Form (Power of Attorney & Declaration of Representative), along w/
Form (Tax Information Authorization) was executed by the Plaintiff to
facilitate the agreed-upon Defendant services.
Per the Agreement, Defendant duties were limited
to: (1) complete a required Compliance call(s) to the relevant Taxing
Agency(s); (2) fully review and analyze the Plaintiff’s financials/supporting
documents; (3) “Review and Advise”
the Plaintiff on filing options (post Compliance Call), related to missed Tax
filing years to 2012; and then, (4) complete all Federal tax filings
and then impute the verified Q&A information (from the Plaintiff) into an
IRS Form 433--- required to negotiate ANY potential resolution with the
IRS (e.g., Offer in Compromise [OIC], Installment Agreement
[IA], Penalty Abatement [PA]). All actions were successfully
completed by the Defendant, per the Contract. In fact, the Firm fashioned
an OIC Resolution with the IRS--- reducing the owed liability to, essentially,
pennies on the dollar. However, and
regardless of the Defendant’s efforts, the Plaintiff suddenly decided to
declare Bankruptcy as the ultimate solution for handling their tax liability
problems. As a consequence, the Defendant
had completed the Contract--- the Plaintiff now choosing Bankruptcy over the
completed OIC Resolution. For the
record: the Plaintiff acted
intelligently, voluntarily, and of his own volition in arriving at this
conclusive actionOur work was finished at this point.
Unfortunately, the Plaintiff soon thereafter contacted
the Defendant’s Firm and claimed that the work the Defendant completed, for the
Plaintiff, was incorrect. Specifically,
the Client stated the following, regarding the years of tax preparation
completed by the Defendant:
“EVERY return prepared by them was done
incorrectly and by the time they prepared all returns I ended up owing the IRS
over $70,000.00! I hen [sic] went to another
preparer for this years [sic] taxes
and EVERY SINGLE RETURN done by ATS had to be amendedAfter the amendments I
owed the IRS $1800.00.”
Upon hearing this from the Plaintiff, the Defendant
requested that the Plaintiff send the “corrected” tax filings for its
review. Upon reviewing the Plaintiff’s “corrected”
filings, the Defendant’s Senior Tax-Prep Specialist found that “excessive-aggressiveness,” by the
Plaintiff’s substituted preparer, was evident throughout each filing--- essentially,
claiming unwarranted business write-offs, related to the Plaintiff’s Trucking
business. The Defendant
relayed this information to the Plaintiff, explaining that the Defendant was
not comfortable making similar claims to the Taxing
agency--- based on established IRS precedent, past IRS Revenue Rulings (via the
Federal Tax Court), and the Defendant’s own tax experience and prior knowledge
of standard practices in the industryRegardless, the Plaintiff filed
Complaint with your office--- the point of this response.
In reference to the Plaintiff’s alleged, general claim that the
Defendant acted unprofessionally in preparing the Plaintiff’s years of
past-due, Federal filings (to include its associated liability), per the
Agreement, our records are devoid of any such evidence. In fact, the
record shows that the Defendant comported itself professionally at all times
and fully complied with the four corners of the binding AgreementAll
Compliance calls were made by the Defendant, per the Agreement; all financials
were reviewed, analyzed, compiled and then accurately documented in a 433-A
(OIC) as well, per the Agreement; lastly, all tax-prep work was professionally
completed/reviewed/filed with the appropriate entities, per the Agreement. More importantly, the Defendant ADDITIONALLY
audited its own work--- FREE OF CHARGE for the Plaintiff--- based on nothing
more than the aforementioned, unsubstantiated claim that “EVERY SINGLE RETURN done by ATS had to be amended.” Unfortunately, the Plaintiff’s claim
proved untrue, when examined by the Defendant’s Tax-Prep Specialist. Ergo, we believe the claim for refund is pretextual
in nature and, as a consequence, not justified due to the work expended
Therefore, the Revdex.com should view the Plaintiff-Client’s fraud claim
(i.e., the filed Complaint) with great skepticism, based on the facts, and find
on behalf of the Defendant-Business
Respectfully,
-*** ** ***, Compliance Director
AUTHORITY TAX SERVICES, LLC

March
25,
0in 0in 0.0001pt; text-indent: 0in;">
FROM: *** ** ***, Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: *** ***_***
RESPONSE TO COMPLAINT:
On September 23, 2013, the Plaintiff-Client contacted the Defendant-Business,
seeking tax preparation assistance for his Federal filing. In exchange for services rendered (per the
negotiated Contract), the Plaintiff agreed to pay the Defendant $
A payment was then executed by the Plaintiff and made part of the
Contract to start work.
The Defendant promptly mailed a Welcome
Packet to the Plaintiff, which provided all needed financial forms, Tax
Organizers (TO’s) and directions for completing each section. Lastly, a legally binding Form (Power of
Attorney & Declaration of Representative), along w/ Form (Tax
Information Authorization) was executed by the Plaintiff to facilitate the
agreed-upon Defendant services.
Per the Agreement, Defendant duties were limited to:
(1) Federal Tax Preparation All actions were successfully reviewed and started by the Defendant,
per the Contract. However, the Defendant was precluded from
completing its’ work as the Plaintiff failed to timely provide needed
documentation for the defendant’s preparation work. Additionally, the Plaintiff knowingly circumvented the Contract, with the Defendant, when he went to a third party organization
(Turbo Tax) to prepare his taxes without the knowledge or direction of the
Defendant As a consequence, the tax preparation
process was needlessly delayed/interrupted, the Defendant’s efforts (at tax assistance)
were virtually wasted, and the signed Contract was effectively Breached by the
Plaintiff. The Plaintiff, as a
consequence, was soon thereafter terminated for Cause Regardless, the Plaintiff has since filed
Complaint with the Revdex.com, requesting a refund--- the point of this Response.
In reference to the Plaintiff’s alleged, general claim that the Defendant
acted unprofessionally and/or was in-attentive to the Plaintiff’s needs, per
the Agreement, our records are devoid of any such evidence. In fact, the
record shows that the Defendant comported itself professionally at all times
and fully complied with the four corners of the binding Agreement. Conversely,
the Plaintiff Breached his Contract with the Defendant, when the Plaintiff failed
to provide needed documentation--- on a timely, defined basis--- and knowingly circumvented
the Contract via the enlist of Third Party tax help --- expressly violating the
Agreement of duties
Therefore, the Revdex.com should view the Plaintiff-Client’s Complaint with
great skepticism, based on the facts, and find on behalf of the
Defendant-Business
Respectfully,
-*** ** ***, Compliance Director
AUTHORITY TAX SERVICES, LLC

March
26,
0in 0in 0.0001pt; text-indent: 0in;">
FROM: *** ** ***, Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: *** * ***
RESPONSE TO COMPLAINT:
On
March 7, 2013, the Plaintiff-Client contacted the Defendant-Business, seeking
tax assistance for a Federal deficiency of approximately $8,700.00.
In exchange for services rendered (per the negotiated Contract), the Plaintiff
agreed to pay the Defendant $1,via monthly installments A payment
plan was then approved by the Plaintiff, made part of the Contract--- with
payment tendered to Defendant to start work.
The Defendant promptly mailed a Welcome Packet to the
Plaintiff, which provided all needed financial forms, Tax Organizers (TO’s) and
directions for completing the required Client questionnaire--- the answers, to
which, to be imputed into an IRS Form 433-A (OIC) for resolution
purposes. Lastly, a legally binding Form (Power of Attorney
& Declaration of Representative), along w/ Form (Tax Information
Authorization) was executed by the Plaintiff to facilitate the agreed-upon
Defendant services.
Per the Agreement, Defendant duties were limited to: (1)
complete a required Compliance call(s) to the relevant Taxing Agency(s); (2)
fully review and analyze the Plaintiff’s financials/supporting documents; and
then (3) impute the verified information into an IRS Form 433--- required to
negotiate ANY potential resolution with the IRS (e.g., Offer
in Compromise [OIC], Installment Agreement [IA], Penalty Abatement
[PA]). All actions were successfully completed by the Defendant,
per the Contract. In fact, based on the Plaintiff’s total asset value and
wage and income earnings (i.e., Plaintiff showed too much disposable income and
asset value), an IA was negotiated with the IRS as a reasonable resolution---
based on prior Revenue Rulings, IRC statute, and past IRS performance. However, the Plaintiff became
inexplicably disgruntled with the “process” and falsely blamed the Defendant
for its’ completed resolution actions, per the Contract. Soon thereafter, the Plaintiff filed
Complaint with your office--- the point of this response.
In
reference to the Plaintiff’s alleged, general claim that the Defendant acted
unprofessionally and/or was in-attentive to the Plaintiff’s needs, per the
Agreement, our records are devoid of any such evidence. In fact, the
record shows that the Defendant comported itself professionally at all times
and fully complied with the four corners of the binding Agreement.
Conversely, the Plaintiff
maligned the Defendant, when the Plaintiff falsely accused the Defendant of
not fulfilling its’ Contract--- based on nothing more than rote
speculation. Additionally, the Plaintiff blames the Defendant for the
resolution worked on behalf of the Defendant.
Unfortunately, the resolution process is run, controlled, and is
ultimately decided by the IRS; the Defendant merely assists in navigating the
pretzel logic of taxation, while voicing the concerns of the Client. Ergo, the Defendant did nothing wrong and fulfilled
its’ Contract with the Plaintiff
Therefore, the Revdex.com should view the Plaintiff-Client’s Complaint with
great skepticism, based on the presented facts, and find on behalf of the
Defendant-Business
Respectfully,
-*** ** ***, Compliance Director
AUTHORITY TAX SERVICES, LLC

this is to inform you that the compliant I filed with you against authority tax services has been resolved I fianally got ahold of a person who actually listened and seemed to carei was informed by sylvie small the person referd to previosly that I would be getting refunded and the other they will keep for services renderd but if I choose to return the would become a credit to mei cant argue with that thank you for your support
*** ***

ok guys, I was fooled and robbed by these guys as well I have two names here that we can write and complain to the state Bar and possibly use them in class action suite the so called attorney that was helping me was negar t, come to find out that her license is only active in MI and not in CA and on her emails and speeches to me she said she was a CA lawyer I Have posted her info and bar number in MI it is ***, lets all write and complain to the bar the other character his name is Dan W who I never spoke to but his info was on my papers and his Bar number is *** but he has disappeared as well I have posted their info on the pics here, lets all write to the state Bar and complain I have already done that

Mr
***, contracted Authority Tax Services to help resolve and manage his tax
liability with the state of Wisconsin and the Internal Revenue ServiceThe
licensed tax practitioners who worked the case identified that the taxpayers
would best be served on an installment agreement with the state of Wisconsin in
the amount of $for the next two yearsMr*** returns were also
prepped and sent to himIn regards to his gross income for that year, we
received those figures directly from the IRS and proceeded with the rest of the
information he provided
Thank you,

Sent from my iPad
Begin forwarded message:
From: Jennifer
Date: June 3, at 8:11:AM EDT
To: *** ***
Cc: Accounting , *** *** ,
*** *** , clientservices , *** *** ,
"[email protected] [email protected]" , *** ***
Subject: Re: *** *** -
Maybe I need to spell this out to
you all.....I was lied to and therefore mislead about your firms capabilities
I would even agree to a partial refund if AuthorityTax can provide an itemized
list of services rendered, but no one seems to want to proved this to meIt
has been over a month since *** bamboozled, lied and mislead us(read the email
he sent) and I think I have waited long enough for a refundYour own case
manger *** says she can not help us....why can't you return my $3,500? The
only response I am getting is a defense from a salesperson that does not know
your companies abilities I do not want to cause or create any issues
within your organizationI am sure you are able to help many people,
unfortunately, I am not one of those peopleI need for AuthorityTax to also recognize
this and do the correct legal action and return my $3,Please AuthorityTax
stop ignoring meYou did not ignore my $3,when you drafted from my bank
At least someone with some clout can give me some response to this matter
*** ***
Sent from my iPad
On Jun 3, 2014, at 7:AM, Jennifer
wrote:
***, I waited for a call or email from you and
received neitherWHEN AM I GOIING TO GET MY FULL REFUND?
Sent from my iPad
On Jun 2, 2014, at 5:PM, *** wrote:
Obviously, I am stating the factsYou all can figure
out your confusion, after I get my $3,put back into my account When
I can I expect this to happen?
*** ***
Sent from my iPad
On Jun 2, 2014, at 12:PM, *** wrote:
Then speak to ***, because that is not what she told me
Jennifer
Sent from my iPad
On Jun 2, 2014, at 11:AM, *** ***
wrote:
We all know its wording I did not tell not to make the
payment I told them it was a choice that other clients in their position have
chosen, also curious why can we not amend the sfrs?? From 2002-that have
his tax debt inflated beyond what it should be, he had legit write offs that
could have been deducted, im confused on how or why we could not help or would
not, or even why would present it to the client that we couldn't do anything??
-----Original Message-----
From: *** [mailto:***]
Sent: Friday, May 30, 6:PM
To: Accounting; *** ***; *** ***; clientservices;
*** ***; *** ***; ***@authorityservices.com [email protected]
Subject: *** *** * ***
AuthorityTax Accounting,
I would like to give you all a few facts before a decision
is made to refund my money in its entirety:
I explained to *** *** that we had an IRS lien on
money we had in escrow and we were selling another homeI told *** that our
problem is that we had to have an agreement/solution with the IRS or have the
money paid from the escrow before we closed*** assured us that AuthorityTax
could resolve this issue, as a matter of fact, he asked for our closing
attorney's name(which I have an email supporting this), whereas he could speak
with him and tell him, to tell the escrow company not to pay the IRSOf
course, he never contacted our attorney
I also explained to *** that we were already in a
payment arrangement for the tax years of and I explained to him that
the IRS had filed for my dad because of a section payment that was reported
from his rentalsI explained to *** that we had no paper work from those
years and he said that was not a problem because you all had a program that
could guesstimate the expenses he had for that yearHe also said that
AuthorityTax could get the taxes filed from and from the IRS I
even sent him a copy of the and 4505t, I submitted to the IRSNow this is
the kicker.....*** told us not to send in our monthly payment agreement and
needless to say, we received from the IRS a certified letter stating that we
were non-compliantI attempted to reach out to ***, but with no response from
himHowever, when it was time to schedule our bank drafts to AuthorityTax,
*** was on time and responsive thenI wish he continued with that same
diligence when things started crumbling
Keep all of the above stated facts in mind, and no one
from AuthorityTax is calling meI am leaving emails, calling and no one is
reaching out to meI finally reach *** and she tells me my case manager is
*** never returns my calls and emailsAfter a few days of screaming
and yelling, I reach *** and she tells me my case manager is now ***lI
wait for ***l to call me and she never doesI finally track ***l down
and she tells me that AuthorityTax can not help me with and The only
thing she can do is prepare and work out a payment arrangement for 2012,
which I understandI just choose for AuthorityTax not to represent me because
of our unstable and unsettling startShe says she has no authority to request
a refund and directs me to *** ***
*** is very responsive to my callsAfter I explain
issues through to him, he tells me the same thing that ***l told meI
then ask ***, but what exactly has AuthorityTax done for me.....he can not
answer and tells me that he has only been with the company for or months
and he doesn't think the AuthorityTax is going to give me a full refundAnd
again, I just want an itemized list of what AuthorityTax did to warrant them
keeping $3,500, when nothing was doneHe actually told me to sue AuthorityTax
No offense to ***, but because of his short history with
your company, I wanted to speak to someone with a little more authority and
experienceYour receptionist staff was unable to assist me with this
request...why I don't knowI realize I was was becoming a nuisance, but I do
have a right to speak to someone superior, if I am not satisfiedYour
receptionist, *** was very rude and hung up the phone while I was speaking
After much persistence, I was connected to *** *** the GMShe said she
would request a full refund for me and we would speak on Monday no later than
3:pm (EST)
In conclusion, I am requesting a full refund, because I was
initially mislead and I do not see any efforts from AuthorityTax that would
justify you keeping my $3,
*** ***
Sent from my iPad

March
26,
0in 0in 0.0001pt; text-indent: 0in;">
FROM: *** ** ***, Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: *** ***
RESPONSE TO COMPLAINT:
On March 1, 2013, the Plaintiff-Client contacted
the Defendant-Business, seeking tax assistance for (STRICTLY) a Federal
deficiency of approximately $65,000.00.
In exchange for services rendered (per the negotiated Contract), the
Plaintiff agreed to pay the Defendant $4,via monthly installments
A payment plan was then approved by the Plaintiff, made part of the
Contract--- with payment tendered to Defendant to start work.
The Defendant promptly mailed a Welcome Packet
to the Plaintiff, which provided all needed financial forms, Tax Organizers
(TO’s) and directions for completing the required Client questionnaire--- the
answers, to which, to be imputed into an IRS Form 433-A (OIC) for resolution
purposes. Lastly, a legally binding Form (Power of Attorney
& Declaration of Representative), along w/ Form (Tax Information
Authorization) was executed by the Plaintiff to facilitate the agreed-upon Defendant
services.
Per the Agreement, Defendant duties were limited
to: (1) complete a required Compliance call(s) to the relevant Taxing
Agency(s); (2) fully review and analyze the Plaintiff’s financials/supporting
documents; and then (3) impute the verified information into an IRS Form 433---
required to negotiate ANY potential resolution with the
IRS (e.g., Offer in Compromise [OIC], Installment Agreement
[IA], Penalty Abatement [PA]). All actions were successfully completed
by the Defendant, per the Contract. An
IA was fashioned (based on the Plaintiff’s disposable income to debt ratio and
high combined income) as the best, reasonable resolution available to the
Plaintiff.
However, the Plaintiff became anger and
combative when the State placed a Levy on the Plaintiff’s account. The Plaintiff falsely blamed the Defendant
for the Levy--- even though the Defendant had been contracted to perform NO
State analysis or State resolution actions.
Regardless, the Defendant performed an “exploratory review” of the
relevant State Taxing Agency (free of charge), in an effort to account for the
total liability and to “up-sell” the Plaintiff on additional services. Unfortunately, the Plaintiff didn’t see it
that way, then wrongly alleged that “State assistance” was somehow part of the original
Contract (it was not)--- all the while complaining that the Defendant had failed
to perform Consequently, the Plaintiff
filed Complaint with your office soon thereafter--- the point of this
response.
In reference to the Plaintiff’s alleged, general claim that the
Defendant acted unprofessionally and/or was in-attentive to the Plaintiff’s
needs, per the Agreement, our records are devoid of any such evidence. In
fact, the record shows that the Defendant comported itself professionally at
all times and fully complied with the four corners of the binding
Agreement. In fact, the Defendant performed EXTRA work for the
Plaintiff--- free of charge and solely related to the Plaintiff’s concern over
a State Levy. The Plaintiff, however,
refuses to see the benefit
Additionally, the Plaintiff continues to malign the Defendant, while
falsely accusing the Defendant of not fulfilling its’ Contract---
based on nothing more than rote speculation and a complete misunderstanding of
the signed Contract.
Therefore, the Revdex.com should view the Plaintiff-Client’s fraud claim
(i.e., the filed Complaint) with great skepticism, based on the facts, and find
on behalf of the Defendant-Business
Respectfully,
*** ** ***, Compliance Director
AUTHORITY TAX SERVICES, LLC

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 attached copies of the debit charge for $2,200.00, the IRS Form that was echo signed and emailed back to Authority Tax Services representative John Real, a copy of the Financial Questionnaire (redacted) as requested by Authority Tax Services and an email communication regarding the Financial Questionnaire and status update request., as proof of my previous submitted complaint. Therefore, for Authority Tax Services to state that had no business dealing with me is just further evidence of their fraudulent business practices. I signed that POA, I completed the financial questionnaire and made zillions or telephone call for my call to go unanswered. However, that have in their possession $2,for no services rendered. I just want my money back and a copy of the IRS form so their POA can be revoked. I have resolved my own debt with IRS. I assigned the headquarters address in my complaint, because it was "head quarters" some on in that organization received by personal information, social security numbers, birth dates, etcand deducted $2,from my account. Therefore, I was or am a client; but disgruntled regarding the lack of professionalism, integrity, fraudulent advertisement and down right theft. Hence, my complaint remains as true and factual
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
Tax Authority has stated that they completed their duties by first completing the required compliance calls to the relevant tax agency. I would like documentation. IRS has told me no one ever contacted them. I want the names and dates of who they spoke to. Tax Authority has said they input all my information onto an IRS form (Which I never saw, signed or approved). I was told by *** *** at Tax Authority that my file never was assigned to a resolution specialist, prior to February 2014. He said once one was assigned I would receive a phone call, which I never got. I was given information by Daniel Stevens at Tax Authority that the IRS would require all my business financial information when, in fact the tax liability was on my personal account. IRS has since told me they did not need anything from my business. The lien was not on my business which I told Tax Authority, and they charged me additional fees for checking business tax issues, when in fact I had none
Tax Authority said they negotiated a resolution on my behalf with the IRS and it was denied, once again I would like documentation. I want the name, dates and the letter of denial from the IRS, as I never received anything about a denial from either Tax Authority or the IRS. Sally Kilpatrick from the IRS said she will verify the information once received. I don't even know how they could have talked with the IRS, since I was told by *** *** in February, that the original POA we signed was no longer valid. We signed a new POA in February for *** *** as our POA and Sally Kilpatrick from IRS received that POA in February. Tax Authority has said I refused to listen, when in fact I called numerous times begging for someone to talk to me. I don't know how I could have become irrational for the lack of communication as I never heard from ANYONE at Tax Authority from July to February 2014. I waited months thinking my file was being handled. I did not become irrational until I received letters from the IRS in February, demanding payment and threatening to garnish wages, then I started calling daily trying to get someone to call me back. Which if Tax Authority had done the things they said I should have never received the letters from the IRS. When I spoke to *** *** in February 2014, (the only one who tried to help me) he had me send new documentation, go over everything in my case again, sign a new POA and then tell me he couldn't do anything more for me. He said a resolution specialist would have to help me. He told me one would call, which no one ever did. MrFox himself said to me that it was ridiculous no one was calling me back or helping me, he advised me to talk to a manager, which I tried and got no response once again
I never abandoned the resolution process with Tax Authority, Tax Authority never started one. I also had no other choice but to work directly with the IRS so they would not garnish wages. I have been working with Sally Kilpatrick at the IRS and she is getting me a letter stating she tried to contact Tax Authority and they would not return her calls. I hired Tax Authority because they told me they would help me with a resolution with the IRS and that IRS would not garnish wages. They did neither of those things, nor helped me in anyway.
Yes, I am claiming they have scammed me because I feel they took my money during a vulnerable time in my life. I see they have had many other complaints against them and can only conclude that they prey upon people that are in difficult situations with the IRS. If I knew what to do and how to handle my situation I would have never hired Tax Authority, however I thought they were the professionals. If Tax Authority did any kind of work on my file, I would please like the documentation of the work performed on my behalf, for my payment of $14,280.00. I in turn will ask my attorney to determine the amount of money Tax Authority worked for, but for right now I am still requesting a full refund due to breach of contract
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
[The same arrogant response about not having a signed contract, does not negate the fact that your company swindled $2,from my account. The letter sent to me matches' the websiteI am not going to keep repeating the same information over and over. I will take other avenues regarding the business
Regards,
*** ***

March
27,
0in 0in 0.0001pt; text-indent: 0in;">
FROM: *** ** ***, Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: *** ***
RESPONSE TO COMPLAINT:
On August 2, 2013, the Plaintiff-Client
contacted the Defendant-Business, seeking tax assistance for a Federal
deficiency of approximately $167,980.00. In exchange for services
rendered (per the negotiated Contract), the Plaintiff agreed to pay the Defendant
$13,via monthly installments A payment plan was then approved by
the Plaintiff, made part of the Contract--- with payment tendered to Defendant
to start work.
The Defendant promptly mailed a Welcome Packet
to the Plaintiff, which provided all needed financial forms, Tax Organizers
(TO’s) and directions for completing the required Client questionnaire--- the
answers, to which, to be imputed into an IRS Form 433-A (OIC) for resolution
purposes. Lastly, a legally binding Form (Power of Attorney
& Declaration of Representative), along w/ Form (Tax Information
Authorization) was executed by the Plaintiff to facilitate the agreed-upon
Defendant services.
Per the Agreement, Defendant duties were limited
to: (1) complete a required Compliance call(s) to the relevant Taxing
Agency(s); (2) fully review and analyze the Plaintiff’s financials/supporting
documents; and then (3) impute the verified information into an IRS Form 433---
required to negotiate ANY potential resolution with the IRS (e.g.,
Offer in Compromise [OIC], Installment Agreement [IA], Penalty Abatement
[PA]). All actions were successfully started, and some were timely
completed by the Defendant, per the Contract. However, a personnel change
in the Defendant Case Manager position (occurring in late November of 2013)
inadvertently resulted in the Plaintiff’s “falling through the cracks”--- unbeknownst
to the Defendant, though we should have caught this Consequently, the file languished two months,
spurring this Response to the Plaintiff’s Complaint
In reference to the Plaintiff’s general claim that the Defendant was
in-attentive to the Plaintiff’s needs, per the Agreement, our records indicate
some evidence of this. In an effort to make the Plaintiff whole with our
contracted services, the Defendant has recently contacted the Plaintiff and
made the file a PRIORITY. A new Tax
Professional (ex-IRS employee/Attorney) has been assigned to assist with the
file. Additionally, it is the Defendant’s
sincere hope to quickly complete the Contract and to secure the Plaintiff a
reasonable resolution for her tax liability.
The Defendant is deeply sorry for the lack of communication and
un-intended delay; the Defendant would sincerely like to accommodate this
Plaintiff by quickly completing its’ Agreement in full
Therefore, the Revdex.com should view the Plaintiff-Client’s filed Complaint
as both real and credible. Having said
that, the Defendant contritely acknowledges its’ mistake, and is taking
immediate action and documented steps--- at no additional charge to the
Plaintiff--- to quickly and professionally complete the Contract.
Respectfully,
*** ** ***, Compliance Director
AUTHORITY TAX SERVICES, LLC

March
28,
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FROM: *** ** *** Compliance
Director
AUTHORITY TAX SERVICES, LLC
Irvine Center Dr., Ste
Irvine, CA
RE: *** *** *** ***
RESPONSE TO COMPLAINT:
On March 6, 2013, the Plaintiff-Client contacted
the Defendant-Business, seeking tax assistance for a Federal deficiency of
approximately $11,000.00. In exchange for services rendered (per
the negotiated Contract), the Plaintiff agreed to pay the Defendant $1,
via monthly installments A payment plan was then approved by the
Plaintiff, made part of the Contract--- with payment tendered to Defendant to
start work.
The Defendant promptly mailed a Welcome Packet
to the Plaintiff, which provided all needed financial forms, Tax Organizers
(TO’s) and directions for completing the required Client questionnaire--- the
answers, to which, to be imputed into an IRS Form 433-A (OIC) for resolution
purposes. Lastly, a legally binding Form (Power of Attorney
& Declaration of Representative), along w/ Form (Tax Information
Authorization) was executed by the Plaintiff to facilitate the agreed-upon
Defendant services.
Per the Agreement, Defendant duties were limited
to: (1) complete a required Compliance call(s) to the relevant Taxing
Agency(s); (2) fully review and analyze the Plaintiff’s financials/supporting
documents; and then (3) impute the verified information into an IRS Form 433---
required to negotiate ANY potential resolution with the IRS (e.g.,
Offer in Compromise [OIC], Installment Agreement [IA], Penalty Abatement
[PA]). All actions were successfully completed by the
Defendant, per the Contract. However, due to the Plaintiff’s excessive monthly, income-to-debt
ratio, the IRS would not permit an OIC settlement Rather, an IA for $
was demanded by the IRS’ CSED (i.e., the IRS' Collection
Statute Expiration Date, or CSED), forcing a specific collection
date for total Federal deficiency. As a
consequence, the IA had to be the cited figure based on the IRS’ Statute of
Limitations on collection.
However, when this was explained (and re-explained)
to the Plaintiff, the latter blamed the Defendant. As a consequence, the Plaintiff has since filed
Complaint with your office--- the point of this response.
In reference to the Plaintiff’s alleged, general claim that the
Defendant acted unprofessionally and/or was somehow unhelpful with the
Plaintiff’s deficiency, per the Agreement, our records are devoid of any such
evidence. In fact, the record shows that the Defendant comported itself
professionally at all times and fully complied with the four corners of the
binding AgreementAll Compliance calls were made by the Defendant, per the
Agreement; all financials were reviewed, analyzed, compiled and then accurately
documented in a 433-D as well, per the Agreement
Unfortunately, the Plaintiff made too much money on a monthly
basis to necessitate an OIC resolution.
More importantly, the Statute of Limitations on IRS collection (i.e.,
the CSED) demanded for the higher IA--- ensuring the Fed’s opportunity to
collect the entire tax debt by a given date.
Again, the Plaintiff blamed and maligned the Defendant, as a result---
now falsely accusing the Defendant of not fulfilling its’ Contracted
for duties, based on nothing more than rote speculation.
Therefore, the Revdex.com should view the Plaintiff-Client’s Complaint
with great skepticism, based on the facts, and find on behalf of the
Defendant-Business
Respectfully,
*** ** *** Compliance Director
AUTHORITY TAX SERVICES, LLC

To the Bureau,
The Defendant-Business stands firm behind it's prior Response to Complaint, maintaining complete performance of Contract and disputing the Plainyiff's claims fully
Respectfully,
-*** ** ***, Compliance Director
AUTHORITY TAX SERVICES, LLC

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID 10076037, and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved
Regards,
*** ***