Coast One Tax Group

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 / [redacted] Style Definitions */ / [redacted] Style Definitions */

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 completed.I would like half, if not all, of my fee refunded and stop the ongoing and no result process

Coast One Financial Group’s management has made contact with the client to discuss all concerns as outlined in the complaint and the parties have come to a mutually agreed upon resolution / [redacted] Style Definitions */

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , 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, [redacted] ***

Prior to the notification from Revdex.com, the management team at Coast One Financial Group was completely unaware of our client’s unhappiness and refund requestUpon receipt of the additional financial documents from the client, the attorney on the case then updated the financial informationHe then
forwarded the information to the client for further review and approval on the day of September 20th and again on September 26thThe client responded by requesting the attorney to submit a specific settlement amount to compromise the total back tax liability with IRSThe attorney then contacted the taxpayer and informed her that the case would have to be reviewed further by the department supervisorCoast One Financial Group does not make final assessment and determination on the case until the client is fully in agreement with Coast One regarding the financial analysis. We are completely surprised to know that the client filed a complaint with Revdex.com on September 23rd without even addressing her concerns with the management team prior to filing the complaint. Upon receipt of the complaint from Revdex.com on October 3rd, a conference call was immediately scheduled to address and resolve all of the issues that the client statedOn October 4th 2016, the Resolution Department Supervisor contacted the taxpayer and went over additional information to be able to make final determination on the caseThereafter, the department supervisor made additional attempts to contact the client again and have left messagesA returned call has not been received.”

*** *** *** *** holds any client complaint in the
highest regard, and will work diligently to resolve all client concerns.
We have made numerous attempts to contact *** *** 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*** unanswered and we
have not received a reply to our emails In order to reach a resolution on a tax matter with the ***
it requires us to obtain *** 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
***
*** *** contacted *** *** *** *** on
November 25, for a free consultation on his tax matter. Mr***
entered into an agreement with *** *** *** *** on November 28th,
2014. Signed documentation from *** *** included our Service
Agreement, Power of Attorney, and Tax Authorization Form. On December 1st, 2014, *** verbally
authorized our Accounting Department to process a Check by Ph*** on his
behalf. When processing Check by Ph*** transactions, the check number is auto
populated and unique per client. Case
Attorney was assigned to *** *** on December 1, 2014. On December 2nd, a copy of the
client friendly questionnaire was emailed to Mr***. On December 6th, ***
*** filed an online complaint with the Revdex.com requesting a
refund from *** *** *** *** Although, Mr*** never
attempted to contact *** *** *** *** 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*** 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
*** *** to no avail. Our last correspondence to Mr*** 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

Coast One Financial Group management made a contact with Taxpayer’s spouse and the last contact with the taxpayer was on October 11, 2016. Taxpayers were asked to provide additional information to verify their assets and expenses. Taxpayer’s spouse requested more time to get the required information from the country court office to verify the list of assets that Coast One Financial Group was able to find through the public search. In addition, Taxpayer is required to provide additional information in reference to a life insurance ownership. Coast One Financial Group is required to complete and do  full financial assessment to complete the case resolution. Without Financial documentation, Coast One Financial Group is unable to propose any resolution to the Internal Revenue Service. Taxpayer provided required documents via fax on October 17, 2016. At this time, Coast One Financial Group is actively  working on their case towards resolution.  As of today, Coast One Financial Group has not received a required written request for a refund or a request to stop any further work on their case.  Last correspondence received from Taxpayer via fax is verification of property tax bill and life insurance information dated October 17, 2016.

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 possible. If I had known they were not able to assist I would not have paid the full amount up front. I would have paid half and held the balance until some resolution was completed.I would like half, if not all, of my fee refunded and stop the ongoing and no result process.

The company has offered to pay me $10,000.  I have accepted their offer and will let you know when I get the check/wireThanks you for your help in this matter 
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], 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,
[redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], 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,
[redacted]

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

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

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.
This issue has not been resolved.  They were not able to help me so I  have written and asked for my fee to be refundedI do not understand how companies say they will do something and take your money and nothing gets resolved.
Regards,
[redacted]

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.

In response to [redacted]'s original request for a
refund: After much consideration and conversations with Mr[redacted], [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[redacted]'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.
X-N[redacted]
X-N[redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
            
Written
1-22-15               
[redacted]) sent
me an e-mail on 1-15-15 saying a Refund had been granted. When I called them on
the 1-21-15 [redacted] told me I was late in calling them and past the deadline
set by the Revdex.com. Therefore they were no longer offering a refund. He was annoyed
that I filed a complaint with the Revdex.com.
Since I’m still interested in the Service & Conclusion they said they’d provide I agreed to provide
them with (as he requested) a “statement of circumstances” concerning the [redacted] difficulty. I provided the “statement of
circumstances” to them
within 24 hours of that conversation. Their Resolution Advisor e-mailed me
12 hours after that acknowledging receipt of the “statement of circumstances” and that he would go over the statement with their attorney and he
keep me “in the loop”.
Summing the most recent to date:
In the ph[redacted] conversation of
1-21-15 [redacted] told me that after receipt of the “statement of circumstances” it would take around six week to reach conclusion with the [redacted]. That
will be 4 March 2015, optimistically I look forward.
Concerning ([redacted]) / [redacted]
enter on the Revdex.com web site (MESSAGE FROM BUSINESS)
[redacted] and I argued on the
ph[redacted] many times. Every time creating more distance from the Goal ([redacted]) sold
me. I’d like to get the job with the [redacted] and avoid more nonsense. I’d like
all efforts and energy directed toward the [redacted] goal. We’ll see what has been
completed by 4 March 2015. At that time I’ll gladly address [redacted]’s achievements,
attitudes and inclinations.
 
Regards,
[redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], 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,
[redacted]

Coast One Financial Group's management has
made contact with the client to discuss all
concerns as outlined in the
complaint and the parties have come to a mutually agreed upon resolution