In the unfortunate event that a client makes a complaint, Coast One Financial Group works diligently with the client to resolve the issue and satisfy all client concerns [redacted] contacted Coast One Financial Group in January of hiring Coast One for personal/business tax resolution for both Joe and his business partner In the initial engagement it was communicated to Mr [redacted] that he would be receiving a questionnaire packet tailored to his type of case that would need to be completed and returned with days or less Our ability to protect our clients from adverse collection activity by the taxing authorities is greatly compromised if we do not obtain the requested information in a timely manner We’ve made multiple attempts to follow up on the requested documents over the course of almost one year At the same time, while attempting to receive the requested information, we had to work to protect Mr [redacted] , his business, and his business partner from adverse collection activity As tax professionals representing a client, we are required to supply the IRS with specific information showing forward progress towards a final resolution If we do not supply the IRS with the required documentation, eventually the IRS will revert to adverse collection Coast One Financial Group has had the same name since inception The business name has not changed Furthermore, we have never avoided the Revdex.com In fact, we are accredited members of the Revdex.com and take pride in our A+ rating
Roman At Coast One Financial Group we take pride in our ability to resolve our client’s tax matters as quickly as possible We are happy to resolve any and all issues regarding the services provided Upon receipt of the refund request (within the three day cancellation period), the management team at Coast One Financial Group started the process of refunding the client While in the refund process, Coast One Financial Group received notification from the Revdex.com regarding the refund for which we were already in the process of issuing The management team has attempted to contact the client on several occasions to resolve this matter The Revdex.com makes no judgment on the validity of this complaint Refunds are issued internally through Coast One Financial Group, and not through the Revdex.com complaint process
We owed about $14,to the IRSOur debt to the IRS never went down no matter how much we paid monthly, no matter how much they garnished our wages and they kept keeping our refund for so many yearsThe IRS kept adding penalties every year so our balance never went downWe were so frustrated that we decided to contact and hire Coast One Financial Group April Our garnishment stopped, all the paperwork was done via email and telephoneWe followed all of their instructions and we got fast responses to our emails, questions and phone calls (within hrs)Yeah, the process from beginning to end took months due to the IRS lagging with paperwork, but it was worth itAs of today, I am soooo glad we made this choice because our $14,IRS debt went down to $with an Offer In Compromise which we paid in full Dec I never thought I would say this..."NO MORE IRS DEBT!" Thanks Coast One!
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 have gone over my financial situation now with yet another "financial" guru, This is the 4th time., I did email my concerns to them and they just sent another individual asking for more information But as yet nothing and the newest rep, attorney, supervisor, says no refund was possibleIf I had known they were not able to assist I would not have paid the full amount up frontI would have paid half and held the balance until some resolution was completedI would like half, if not all, of my fee refunded and stop the ongoing and no result process
[redacted] holds any client complaint in the highest regard, and will work diligently to resolve all client concerns We have made numerous attempts to contact [redacted] to address his concerns and reach a satisfactory resolution, even if it resulted in a refund Unfortunately, we have not received a reply to any of our correspondence to Mr*** All of our calls have g [redacted] unanswered and we have not received a reply to our emails In order to reach a resolution on a tax matter with the [redacted] it requires us to obtain [redacted] documentation from our clients Our ability to protect our clients from adverse collection activity by the taxing authorities is greatly compromised if we do not obtain the requested information in a timely manner The importance of this questionnaire was discussed during the initial consultation and on written correspondence to Mr *** [redacted] contacted [redacted] on November 25, for a free consultation on his tax matter Mr [redacted] entered into an agreement with [redacted] on November 28th, Signed documentation from [redacted] included our Service Agreement, Power of Attorney, and Tax Authorization Form On December 1st, 2014, [redacted] verbally authorized our Accounting Department to process a Check by Ph [redacted] on his behalf When processing Check by Ph [redacted] transactions, the check number is auto populated and unique per client Case Attorney was assigned to [redacted] on December 1, On December 2nd, a copy of the client friendly questionnaire was emailed to Mr*** On December 6th, [redacted] filed an online complaint with the Revdex.com requesting a refund from [redacted] *** Although, Mr [redacted] never attempted to contact [redacted] requesting a refund We were not aware our client was attempting to stop payment on his retainer until we received the complaint from the Revdex.com Per the Revdex.com complaint, Mr [redacted] submitted a stop payment to his bank On December 5th, after the check cleared from his account As stated above, we have made numerous attempts to contact [redacted] to no avail Our last correspondence to Mr [redacted] was sent on January 15th, We do value our relationship and its continuation is our primary goal If you have any questions regarding your account, please contact our office immediately
When I was under pressure from the IRS and didn't know where to turn for help, Coast One Financial Group helped meThey took care of all of my concernsThey got my debt reduced I am stress free nowThanks Coast.!
In response to [redacted] ***’s original request for a refund: After much consideration and conversations with Mr***, [redacted] has decided to disengage the relationship A mutual release has been sent to [redacted] to formally disengage the representation of [redacted] and [redacted] *** The inability to agree upon the terms of the signed contract necessitates disengagement of representation We’ve made multiple attempts to complete the refund process As of the date of this correspondence, we have not received Mr***’s signed portion of the mutual release which has been sent on multiple occasions We are unable to process the refund without the proper documentation
Roman At Coast One Financial Group we strive to achieve and consistently improve our clients’ satisfaction Prior to the notification from Revdex.com, the management team at Coast One Financial Group was completely unaware of our client’s unhappiness Upon receipt of the complaint, a conference call was immediately scheduled to address and resolve all of the issues that the client stated At this time, all issues have been resolved to our client’s satisfaction
From the beginning to the end Liana Zwas so kind, understanding she made us feel calm about our particular situationWe were behind with fedral and state taxesI can't thank Liana enoughShe worked tirelessly and always stayed on top of our caseShe always kept us informed there never were any surprisesI highly recommend Coast One FinancialThey have a wounderful and talented team of expertsAnd Liana Zexpertise in tax laws was instrumental in getting us the settlements with both IRS and State taxesThank you Liana Z and Coast One Financial for your help [redacted] *
I would like to say Thank You, to the employees of Coast One Financial Group, they were able to achieve what I could notDue to my father’s poor health and need for 24/care, he moved in with me a few years agoDuring tax season I found out his taxes had not been filed in over years and that he owed IRS over $45.000.00, which he could not pay and maintain his current health and life style at the age of years oldI contacted the IRS to make arrangements to make a settlement on his behalf, they sent me the paperwork and I agreed to make payments in the meantimeAfter paying thousands of dollars to pay down his back taxes, I found out I had not put a dent in his debt (I was not even covering interest)I knew we needed professional help and I did not know where to start nor whom to trust After doing research on the internet, I found Coast One Financial Group (Tax lawyers)I called them, explained our status and they said based on the information provided they could helpThey sent us a work package to completeOnce reviewed, they told us what they could do on his behalf: Request and Office of Compromise for $1,300.00, they also make it clear that they could not guarantee IRS would accept the offerThey informed us that they would be requesting additional documentation and when it would be needed, additional told us that they would be working with use until the case was closed, and to get started on our case they needed consent forms and their non-refundable fee of $payable to them The finding: IRS rejected the original offer with a counter offer of $4,which was to be paid in six month or less and other condition attachedWe accepted the counter offer and I feel relieved, that IRS will no longer be sending certified debt noticed with collection methods to my homeCoast One Financial Group did all the work, keeping us informed and asking if we agreed with what they were doing throughout the processWe sent all payments on the offer directly to IRSOnce the case was satisfied via IRS, they terminated Coast One Financial Group’s access to his files I am very pleased with Coast One Financial Groups efforts in dealing with my father’s tax debt, in a professional and timely mannerIt took approximately seven months and they did not ask/request additional feesWe could not have done this ourselves, Coast One Financial Group is on my recommendation list, because they did what they said they would do...They were worth their fee!
I am so pleased with coast one financialThey helped me to take a big dent and turn it into an affordable paymentAnyone who is at the company who helped with my case I would love to say thank you, I appreciate what y'all did for me
The company has offered to pay me $10,000. I have accepted their offer and will let you know when I get the check/wire
Thanks you for your help in this matter
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, 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,
*** ***
my experience with Coast One Financial Group was a very good and positive experience They were very professional and knowledgeable in assisting me with my offer in compromise I never encountered any problems getting in touch with them, They answered all my questions in detail so that I always knew what to expectI would highly recommend Coast One Financial Group to any one who is in need of financial assistance with the IRS They were really valuable in my time of need
Thank you Coast One for your help
Sincerly,
Michael ***
CoastOne Financial Group rescued me from what was beginning to be a life time of hopeless resolution with the IRS My debt with the IRS enormous and beyond my futile attempts to resolve the debt I contacted CoastOne and they literally saved me from a life time of misery and a financial disaster My compromise was accepted by the IRS and thanks to CoastOne, I am now able to provide the much needed livelihood for my family
Thank you CoastOne for all you have done to help me resolve my financial issues with the IRS
My experience with the Coast One Financial Group in resolving my tax problems could not have been any betterStars all aroundIf you are having tax problems, I highly recommend Coast One to assist you with these matters
The timely and effective services rendered were very appreciatedThe company fulfilled its commitment and reduced the stress and anxiety of a difficult situation
I was naive to think that I didn't have to file a return if I didn't owe taxesOver years later I discovered that the IRS files a return for you if they think you owe taxes, and definitely not in your favor! Not only that, but a revenue officer gets involved if the alleged amount is significantIn my case the amount was over $500,and it was not appealableI was caught between a rock and a hard place when the officer decided to garnish my wages and leave me in a position where I couldn't afford to pay a tax expert to help resolve the situationI thought I would have to work the rest of my life living in poverty, unjustly forced to give away my earnings to the governmentIt was nothing short of a miracle for me that Coast One Financial Group got involved, arbitrated the garnishment, and helped me to amend the disputed returnsThe IRS eventually reversed the taxes and penalties, and returned the garnishmentsI can't adequately express my profound gratitude to Coast One Financial Group for their professional servicesThey have my highest recommendation
In the unfortunate event that a client makes a complaint, Coast One Financial Group works diligently with the client to resolve the issue and satisfy all client concerns [redacted] contacted Coast One Financial Group in January of hiring Coast One for personal/business tax resolution for both Joe and his business partner In the initial engagement it was communicated to Mr [redacted] that he would be receiving a questionnaire packet tailored to his type of case that would need to be completed and returned with days or less Our ability to protect our clients from adverse collection activity by the taxing authorities is greatly compromised if we do not obtain the requested information in a timely manner We’ve made multiple attempts to follow up on the requested documents over the course of almost one year At the same time, while attempting to receive the requested information, we had to work to protect Mr [redacted] , his business, and his business partner from adverse collection activity As tax professionals representing a client, we are required to supply the IRS with specific information showing forward progress towards a final resolution If we do not supply the IRS with the required documentation, eventually the IRS will revert to adverse collection Coast One Financial Group has had the same name since inception The business name has not changed Furthermore, we have never avoided the Revdex.com In fact, we are accredited members of the Revdex.com and take pride in our A+ rating
Roman At Coast One Financial Group we take pride in our ability to resolve our client’s tax matters as quickly as possible We are happy to resolve any and all issues regarding the services provided Upon receipt of the refund request (within the three day cancellation period), the management team at Coast One Financial Group started the process of refunding the client While in the refund process, Coast One Financial Group received notification from the Revdex.com regarding the refund for which we were already in the process of issuing The management team has attempted to contact the client on several occasions to resolve this matter The Revdex.com makes no judgment on the validity of this complaint Refunds are issued internally through Coast One Financial Group, and not through the Revdex.com complaint process
We owed about $14,to the IRSOur debt to the IRS never went down no matter how much we paid monthly, no matter how much they garnished our wages and they kept keeping our refund for so many yearsThe IRS kept adding penalties every year so our balance never went downWe were so frustrated that we decided to contact and hire Coast One Financial Group April Our garnishment stopped, all the paperwork was done via email and telephoneWe followed all of their instructions and we got fast responses to our emails, questions and phone calls (within hrs)Yeah, the process from beginning to end took months due to the IRS lagging with paperwork, but it was worth itAs of today, I am soooo glad we made this choice because our $14,IRS debt went down to $with an Offer In Compromise which we paid in full Dec I never thought I would say this..."NO MORE IRS DEBT!" Thanks Coast One!
After a long and draining years of paying back taxes to the IRSCoast One Financial gave me my freedom back
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 have gone over my financial situation now with yet another "financial" guru, This is the 4th time., I did email my concerns to them and they just sent another individual asking for more information But as yet nothing and the newest rep, attorney, supervisor, says no refund was possibleIf I had known they were not able to assist I would not have paid the full amount up frontI would have paid half and held the balance until some resolution was completedI would like half, if not all, of my fee refunded and stop the ongoing and no result process
[redacted] holds any client complaint in the highest regard, and will work diligently to resolve all client concerns We have made numerous attempts to contact [redacted] to address his concerns and reach a satisfactory resolution, even if it resulted in a refund Unfortunately, we have not received a reply to any of our correspondence to Mr*** All of our calls have g [redacted] unanswered and we have not received a reply to our emails In order to reach a resolution on a tax matter with the [redacted] it requires us to obtain [redacted] documentation from our clients Our ability to protect our clients from adverse collection activity by the taxing authorities is greatly compromised if we do not obtain the requested information in a timely manner The importance of this questionnaire was discussed during the initial consultation and on written correspondence to Mr *** [redacted] contacted [redacted] on November 25, for a free consultation on his tax matter Mr [redacted] entered into an agreement with [redacted] on November 28th, Signed documentation from [redacted] included our Service Agreement, Power of Attorney, and Tax Authorization Form On December 1st, 2014, [redacted] verbally authorized our Accounting Department to process a Check by Ph [redacted] on his behalf When processing Check by Ph [redacted] transactions, the check number is auto populated and unique per client Case Attorney was assigned to [redacted] on December 1, On December 2nd, a copy of the client friendly questionnaire was emailed to Mr*** On December 6th, [redacted] filed an online complaint with the Revdex.com requesting a refund from [redacted] *** Although, Mr [redacted] never attempted to contact [redacted] requesting a refund We were not aware our client was attempting to stop payment on his retainer until we received the complaint from the Revdex.com Per the Revdex.com complaint, Mr [redacted] submitted a stop payment to his bank On December 5th, after the check cleared from his account As stated above, we have made numerous attempts to contact [redacted] to no avail Our last correspondence to Mr [redacted] was sent on January 15th, We do value our relationship and its continuation is our primary goal If you have any questions regarding your account, please contact our office immediately
When I was under pressure from the IRS and didn't know where to turn for help, Coast One Financial Group helped meThey took care of all of my concernsThey got my debt reduced I am stress free nowThanks Coast.!
In response to [redacted] ***’s original request for a refund: After much consideration and conversations with Mr***, [redacted] has decided to disengage the relationship A mutual release has been sent to [redacted] to formally disengage the representation of [redacted] and [redacted] *** The inability to agree upon the terms of the signed contract necessitates disengagement of representation We’ve made multiple attempts to complete the refund process As of the date of this correspondence, we have not received Mr***’s signed portion of the mutual release which has been sent on multiple occasions We are unable to process the refund without the proper documentation
Roman At Coast One Financial Group we strive to achieve and consistently improve our clients’ satisfaction Prior to the notification from Revdex.com, the management team at Coast One Financial Group was completely unaware of our client’s unhappiness Upon receipt of the complaint, a conference call was immediately scheduled to address and resolve all of the issues that the client stated At this time, all issues have been resolved to our client’s satisfaction
From the beginning to the end Liana Zwas so kind, understanding she made us feel calm about our particular situationWe were behind with fedral and state taxesI can't thank Liana enoughShe worked tirelessly and always stayed on top of our caseShe always kept us informed there never were any surprisesI highly recommend Coast One FinancialThey have a wounderful and talented team of expertsAnd Liana Zexpertise in tax laws was instrumental in getting us the settlements with both IRS and State taxesThank you Liana Z and Coast One Financial for your help [redacted] *
I would like to say Thank You, to the employees of Coast One Financial Group, they were able to achieve what I could notDue to my father’s poor health and need for 24/care, he moved in with me a few years agoDuring tax season I found out his taxes had not been filed in over years and that he owed IRS over $45.000.00, which he could not pay and maintain his current health and life style at the age of years oldI contacted the IRS to make arrangements to make a settlement on his behalf, they sent me the paperwork and I agreed to make payments in the meantimeAfter paying thousands of dollars to pay down his back taxes, I found out I had not put a dent in his debt (I was not even covering interest)I knew we needed professional help and I did not know where to start nor whom to trust After doing research on the internet, I found Coast One Financial Group (Tax lawyers)I called them, explained our status and they said based on the information provided they could helpThey sent us a work package to completeOnce reviewed, they told us what they could do on his behalf: Request and Office of Compromise for $1,300.00, they also make it clear that they could not guarantee IRS would accept the offerThey informed us that they would be requesting additional documentation and when it would be needed, additional told us that they would be working with use until the case was closed, and to get started on our case they needed consent forms and their non-refundable fee of $payable to them The finding: IRS rejected the original offer with a counter offer of $4,which was to be paid in six month or less and other condition attachedWe accepted the counter offer and I feel relieved, that IRS will no longer be sending certified debt noticed with collection methods to my homeCoast One Financial Group did all the work, keeping us informed and asking if we agreed with what they were doing throughout the processWe sent all payments on the offer directly to IRSOnce the case was satisfied via IRS, they terminated Coast One Financial Group’s access to his files I am very pleased with Coast One Financial Groups efforts in dealing with my father’s tax debt, in a professional and timely mannerIt took approximately seven months and they did not ask/request additional feesWe could not have done this ourselves, Coast One Financial Group is on my recommendation list, because they did what they said they would do...They were worth their fee!
I am so pleased with coast one financialThey helped me to take a big dent and turn it into an affordable paymentAnyone who is at the company who helped with my case I would love to say thank you, I appreciate what y'all did for me
I'm very grateful of the experience, Thanks to Michael M whom guided me through this processThey are very professional and patient in orienting you
It was a answered prayer it was very easy and they done a awesome job
The company has offered to pay me $10,000. I have accepted their offer and will let you know when I get the check/wire
Thanks you for your help in this matter
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, 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,
*** ***
my experience with Coast One Financial Group was a very good and positive experience They were very professional and knowledgeable in assisting me with my offer in compromise I never encountered any problems getting in touch with them, They answered all my questions in detail so that I always knew what to expectI would highly recommend Coast One Financial Group to any one who is in need of financial assistance with the IRS They were really valuable in my time of need
Thank you Coast One for your help
Sincerly,
Michael ***
CoastOne Financial Group rescued me from what was beginning to be a life time of hopeless resolution with the IRS My debt with the IRS enormous and beyond my futile attempts to resolve the debt I contacted CoastOne and they literally saved me from a life time of misery and a financial disaster My compromise was accepted by the IRS and thanks to CoastOne, I am now able to provide the much needed livelihood for my family
Thank you CoastOne for all you have done to help me resolve my financial issues with the IRS
My experience with the Coast One Financial Group in resolving my tax problems could not have been any betterStars all aroundIf you are having tax problems, I highly recommend Coast One to assist you with these matters
The timely and effective services rendered were very appreciatedThe company fulfilled its commitment and reduced the stress and anxiety of a difficult situation
I was naive to think that I didn't have to file a return if I didn't owe taxesOver years later I discovered that the IRS files a return for you if they think you owe taxes, and definitely not in your favor! Not only that, but a revenue officer gets involved if the alleged amount is significantIn my case the amount was over $500,and it was not appealableI was caught between a rock and a hard place when the officer decided to garnish my wages and leave me in a position where I couldn't afford to pay a tax expert to help resolve the situationI thought I would have to work the rest of my life living in poverty, unjustly forced to give away my earnings to the governmentIt was nothing short of a miracle for me that Coast One Financial Group got involved, arbitrated the garnishment, and helped me to amend the disputed returnsThe IRS eventually reversed the taxes and penalties, and returned the garnishmentsI can't adequately express my profound gratitude to Coast One Financial Group for their professional servicesThey have my highest recommendation