There is a clear way to avoid calls from our company and others and that is to remain Current and Compliant, get into a Formal Payment Arrangement with the IRSThis is not illegal to call on public records for outstanding liability with the IRS
Our company completed on all contractual items regarding this fileThe fact remains that the parents sold the business and did not pay anything towards the Trust Fund portion of the liabilityWe were successful in our first attempt to have their son not be assessed the Trust Fund liabilityWhen
revisited and when the IRS was made aware that nothing was paid towards the Trust Fund portion, they assessed their son again for the amount of $1,Our office then filed a Form ***, Claim for Refund and Request for Abatement on behalf of their sonThe appeal was made for $to be paid on the two quarters assessed to himThe profit of the sell of the business was spent on a new roof and trip to Holland, which caused their son to be re assessed with the Trust Fund and for his return to be capturedThat is not the fault of our company, and we did complete on the work for this client and we will not consider a refund
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting
the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: Please re-open my complaint with the rejection of the business's answerThey asked for time to work with me on the issue I paid them to resolve over one year ago, and after additional weeks ( and being told that my tax returns would be completed in one week), I still have no returns, the IRS has begun levying my husband's Social Security, and the law firm is not responding to calls or emails
Regards,
*** ***
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Answered]
Complaint: ***
I am rejecting this response because:
Our business with the IRS, is not yours!!! And will never be!!! It is ABSOLUTELY illegal to continue to call our business after you have been instructed REPEATEDLY to stop callingIt's called harassment!!! Your company is the ONLY company who continued to call us after we have informed them we aren't interested in their services and to remove us from their call list.
Regards,
*** ***
Our office has record of three calls madeThe first call we were informed that *** *** was not availableOur second attempt to reach *** *** we were giving a better time to reach himOn our call back for *** ***, we were then told not to call and that they saw our complaints on the Revdex.comWe
are not the only company that is calling their business, which can become very confusing and frustratingWe are respectful and did nothing wrong with trying to reach *** *** regarding his public tax lienOnce our office was told not to call, we in fact did not call their place of business againWe would like for this complaint to be removed immediately as we find it unwarrantedWe understand *** ***'s frustration with the amount of calls that their business have received, due to their Federal tax liensWe hope that they do find assistance with their IRS matter, our firm will no longer contact them as requested
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Ellis Penn has not completed one of the of the things I hired them to do, and have misrepresented their progress on ALL of the tax issues they were hired to handleThey missed CDP hearings they were supposed to handle, as my contract did not allow me to speak to the IRS on my own behalfThey told me they had secured continuances on matters that they did notThey have not prepared a single complete return, and they have engaged in bait and switch on issues of personal representation Ellis Penn claims to have "tax lawyers and CPAs" on staff and yet not one member of their staff is licensed to practice law in either Pennsylvania or ColoradoNot one member of the staff has a CPA certification according to the AICPAI don't regard asking people to do the job they were hired to do as particularly abusiveFurthermore, I believe that Ellis Penn doesn't even have offices in PennsylvaniaIt appears that all of their addresses are nothing more than mailbox farmsThis is an organization borders on criminal, and my next phone call will be to the Philadelphia branch of the FBI
Regards,
Katrina Ryan
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Dear *** ***:
My answer is simple, Ellis Penn and O'Connor are trying to confuse issues with work done for my business vstheir unauthorized work for me personally:
Ellis, Penn & O'Connor made unauthorized charges to my credit card.
I never authorized any work to be done for me on my personal taxes.
Ellis, Penn & O'Connor never provided proof of any work they claimed they did on my behalfI requested the information but have received nothingOne of the partners of Ellis, Penn & O'Connor has been charged with racketeering in Arizona, something not disclosed by them.
Ellis, Penn & O'Connor have failed to perform to their original agreement on my business taxesI've had to hire a tax attorney to deal with the issues.
For these simple reasons Ellis, Penn & O'Connor's Revdex.com accreditation should be rejected and they should be dismissed from the Revdex.comThey are a disgrace as a company and by their actions have defrauded me personally.
Regards,
*** ***
We appreciate the extended time to respond to the complaint from *** ***We are actually working with Mr*** after speaking with him
regarding the matterHe admitted that we had completed on the work that we were contracted for and it was his noncompliance to return the requested documentation that has caused the delay in his resolutionMr*** has agreed to send us back the requested signed returns that were completed months ago for him and move forward with our servicesHe would like to also have this complaint removed since we did uphold our integrity with his casePlease contact our office if you need any additional information
First I apology for your experience with the person you spoke with during that unfortunate callWe have taken proper action and that consultant is no longer with our companyWe would have liked to have the opportunity that day to speak to you to resolve the situation directly
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: I did not breach our contract by contacting the agent She contacted me stating that the firm was not communicating with themAnother fact that the firm didn't mention is that I paid them in full for a service that they did not provideWe have a agreement that only half was up front and the final half was due once a payment was in place I foolishly paid them in full be cause they used scare tactics that take advantage of those in desperate situations I never agreed to any terms with the agent of two hundred dollars instead of In fact my agreement ended up at a month They removed funds without authorisation and before dates that were stated in contract
Regards,
David G***
Dear ***,Please accept my apology for the delayed response, I have completed a narrative and attachments for your review, should you have any questions or concerns please do not hesitate to contact me.Please contact me if you have not received the attachments in their entirety, in all. Phone: *** extension ***Email: ***@ellispenn.comThank you,Rachel
***, here is a brief synopsis of this case The client owed $695,to the IRS Through appeals and the refiling of the return we were able to reduce this liability to $27,000! We completed years of missing returns After completing the returns the client informed us that his wife did not want to be on the returns and we went back and completed the returns as filing separate, we did this at no additional chargeThe client, however, never signed and submitted all the returnsWe submitted a proposal for $to the IRS back in July of This was proposal was never considered by the IRS because the client did not qualify do to the fact he did not sign and send the returns to the IRS If a taxpayer is not current and compliant on returns the IRS will not accept a payment planThe client was being levied by the IRS prior to hiring us which we stopped and protected $50,in a 401K After months of chasing the client for the returns we closed his caseThe client also owes our company over $that he has yet to bring up to the Revdex.com and that we will never collect. Please let me know if there is anything else you may need.Thanks again, Michael O'*** | Senior Vice PresidentPhone: ###-###-#### Ext Fax: ###-###-####Email: ***Web: www.ellispenn.com
* *** Restoration
ID ***
We began representing the client’s business 2/20/not
4/23/as stated in the complaint
An installment
agreement was submitted for the business.
The Installment Agreement of $per month was finalized by the Revenue
Officer 8/12/
On 6/18/we were hired to represent the client personally,
the client had been assessed Trust Fund Penalties for the business. Personal Installment Agreement for $was
submitted to Revenue Officer (RO) Dawn C*** on 11.3.14, (see attachment,
please note top of page when the client faxed the signed proposal to us) she
was the RO for the business Installment AgreementHowever she had not been
assigned to the personal filing, so the Installment Agreement was sent to
Automatic Collections System for review File Notes:
Per phone call on 4/9/that case is still in que, no
additional liens or levies have been issued against the clientThe client is
missing the for 2014, but has an extension until October 15, 5/15/15 IA proposal
still pending in the IRS ACS 7/27/Personal proposal is still pending in the IRS
Automatic Collection System A ruling on the Installment Agreement will not be made until
the for has been filed by the client The client has not returned our calls since May, we continue
to monitor the status of the file with the ACS We welcome communication with the client, our end goal is
and always has been to bring the situation to a positive resolution for the
client If you have any questions or concerns, please do not
hesitate to contact me Rachel K*** CPA
***@ellispenn.com
###-###-####
This company did nothing but make my situation worse and take my money! I paid them $2,and then months later the situation was not settled, they got another $Then days later they wanted another $1200, which I refused to payThey promised a lot and delivered nothing In the end I had to hire someone else to help me with this situationThen, EllisPenn &O;Connor refused to give me any documentation of what they supposedly did for me unless I paid them $for the records The new company I hired, a local company, contacted the Revenue Officer and found out that Ellis Penn& O'Connor never offered a payment plan, as they told me they had doneThe Officer said O'Connor never proposed a payment plan, only wanted to have the penalty abatedWhich is not what they told meI do not feel Ellis Penn& Oconnor were honest with meI recommend dealing with a local CPA or Finanaical Attorney someone you can look at and talk toI was not happy or satisfied with Ellis Penn & O'Connor
April 6, Dear *** ***,We are
respectfully responding to the Better Business Complaint filed by MrScott
Overfield.Client
enrolled in our services 11/12/for IRS representation for the Business only,
the retainer for our services were $For the comfort
of our clients we
give them the option of making payments rather than to pay the full fee
upfront.The
client elected to take advantage of this option and chose to pay the retainer
fee in two installments $11/12/and the remaining balance 11/29/15.The
client still had difficulty with his card declining even smaller amounts.We have
made every effort to protect our client from the IRS for his business and him
personally, as well as for his business with the state of KansasThe client
repeatedly refused to submit the documents required by both taxing authorities
to allow us to negotiate any type of resolutionAll we were able to do is to
hold them off with our stay of enforced collection action that our Powers of
Attorney provide. We drafted an Appeal
for Revenue Officer *** that the client failed to sign and return to us for
submission.We
prepared and submitted a Collection Due Process for client and was successful in being granted a
hearing. The client failed to
comply with the request for financial information and documentation therefore
we could not effectively represent our client for the hearing.We have
shown that we afford our clients flexibility by offering payment plans and the
ability to take advantage of delayed initial paymentWe have shown and
submitted documentation to support that we made every effort to serve our
client to the best of our ability given the limited cooperation of *** ***.We
respectfully request that the complaint be closed and that *** *** no
longer have the ability to slander our company.If you
have any questions, or concerns regarding this matter please do not hesitate to
contact me.Regards,Dana B
Our office worked very hard with this client and attempted to secure a non collectible status, and or $IA. Our contractual agreement was originally with the father, who later was diagnose with Alzheimer which cause missed payments and the inability to provide needed
documents to the Internal Revenue Service. From the beginning we tell our clients that they must remain Current and Compliant with the IRS to remain eligible for resolutionOur office filed necessary appeals and released levies due to missed Federal Tax Deposits and deadlines with the client's Revenue OfficerWe were informed that our Power's of Attorney were no longer valid due to the father's condition and that we would need Powers of Attorney for the sonThis change in ownership of the company was not in our contract and the son refused to retain our representationWe feel that this complaint is not valid and should be removedWe will not be providing a refund to the son
Cutting Edge Lawn and Land
Suzette *B***
*** * *** **
La Salle, MI ***
ID: ***
A partial refund will be issued to the complainant, deducted
from the initial payment are the expenses incurred by our firm to set up the
client’s file, contact the IRS to submit the taxpayer’s signed documents,
initiate and secure a Stay of Enforced Collections and completed a Master
Transcript breakdown of the client’s liabilities
Refund to be issued: $
Rachel K*** CPA
EPOC, Inc
***@ellispenn.com
###-###-#### Ext***
We are working with the client directly to resolve this compliant We are working together to create the returns she contracted for Please allow us time before responding Thank you
*** *** retained our services on September 3, to represent the company *** *** dba *** ***The contract signed by *** *** clearly states the clients’ responsibilities and important factors that are necessary from our clients for our firm to be successful with their
resolutionPlease review the section on our contract:Client will be responsible for the following:Client will comply with all requests, calls/emails requests for documents, missing returns and staying Current and Compliant from the date of the initial contractClient will also agree upon EllisPenn & O’Connor Inc.’s instructions to meet all deadlines and inform EllisPenn & O’Connor, Incimmediately upon default of this or of any plan negotiatedIf the client circumvents EllisPenn & O’Connor, Incand contacts the revenue officer/agent without written permission, it will be considered a breach of contract and all negotiations will be halted; EllisPenn & O’Connor, Incwill revoke all powers of attorney and the client will forfeit all money paid and any remaining money due to EllisPenn & O’Connor, Incwill become due immediatelyIf services are paid by credit card, all applicable processing fees will be charged additionally.On February 19, our firm was made aware that *** *** had breached his contract with us when he had direct contact with the Revenue Officer MooreThis action on *** *** part caused our efforts to be halted and damaged when our Power of Attorney was bypassed.*** *** stressed to our firm that he wanted a payment plan for $a monthOur efforts to complete on this agreement were greatly damaged when *** *** agreed to pay $directly with the Revenue Officer and supplied financial documentationOnce a client circumvents our Powers of Attorney we are no longer obligated to continue our representation as per the signed contract upon hiring our firm.We ask that this complaint not be posted and removed due to the fact that our firm met our contractual obligations and that *** *** in fact breached the contract with direct contact with the Revenue Officer.Please see attached the supporting documentation and time tracked worked on *** ***’s case.Best Regards,Dana B
There wasn't any rebuttals letter just mine attached.
*** ***
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Regards,
*** ***
There is a clear way to avoid calls from our company and others and that is to remain Current and Compliant, get into a Formal Payment Arrangement with the IRSThis is not illegal to call on public records for outstanding liability with the IRS
Our company completed on all contractual items regarding this fileThe fact remains that the parents sold the business and did not pay anything towards the Trust Fund portion of the liabilityWe were successful in our first attempt to have their son not be assessed the Trust Fund liabilityWhen
revisited and when the IRS was made aware that nothing was paid towards the Trust Fund portion, they assessed their son again for the amount of $1,Our office then filed a Form ***, Claim for Refund and Request for Abatement on behalf of their sonThe appeal was made for $to be paid on the two quarters assessed to himThe profit of the sell of the business was spent on a new roof and trip to Holland, which caused their son to be re assessed with the Trust Fund and for his return to be capturedThat is not the fault of our company, and we did complete on the work for this client and we will not consider a refund
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting
the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: Please re-open my complaint with the rejection of the business's answerThey asked for time to work with me on the issue I paid them to resolve over one year ago, and after additional weeks ( and being told that my tax returns would be completed in one week), I still have no returns, the IRS has begun levying my husband's Social Security, and the law firm is not responding to calls or emails
Regards,
*** ***
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed as Answered]
Complaint: ***
I am rejecting this response because:
Our business with the IRS, is not yours!!! And will never be!!! It is ABSOLUTELY illegal to continue to call our business after you have been instructed REPEATEDLY to stop callingIt's called harassment!!! Your company is the ONLY company who continued to call us after we have informed them we aren't interested in their services and to remove us from their call list.
Regards,
*** ***
Our office has record of three calls madeThe first call we were informed that *** *** was not availableOur second attempt to reach *** *** we were giving a better time to reach himOn our call back for *** ***, we were then told not to call and that they saw our complaints on the Revdex.comWe
are not the only company that is calling their business, which can become very confusing and frustratingWe are respectful and did nothing wrong with trying to reach *** *** regarding his public tax lienOnce our office was told not to call, we in fact did not call their place of business againWe would like for this complaint to be removed immediately as we find it unwarrantedWe understand *** ***'s frustration with the amount of calls that their business have received, due to their Federal tax liensWe hope that they do find assistance with their IRS matter, our firm will no longer contact them as requested
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Ellis Penn has not completed one of the of the things I hired them to do, and have misrepresented their progress on ALL of the tax issues they were hired to handleThey missed CDP hearings they were supposed to handle, as my contract did not allow me to speak to the IRS on my own behalfThey told me they had secured continuances on matters that they did notThey have not prepared a single complete return, and they have engaged in bait and switch on issues of personal representation Ellis Penn claims to have "tax lawyers and CPAs" on staff and yet not one member of their staff is licensed to practice law in either Pennsylvania or ColoradoNot one member of the staff has a CPA certification according to the AICPAI don't regard asking people to do the job they were hired to do as particularly abusiveFurthermore, I believe that Ellis Penn doesn't even have offices in PennsylvaniaIt appears that all of their addresses are nothing more than mailbox farmsThis is an organization borders on criminal, and my next phone call will be to the Philadelphia branch of the FBI
Regards,
Katrina Ryan
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Dear *** ***:
My answer is simple, Ellis Penn and O'Connor are trying to confuse issues with work done for my business vstheir unauthorized work for me personally:
Ellis, Penn & O'Connor made unauthorized charges to my credit card.
I never authorized any work to be done for me on my personal taxes.
Ellis, Penn & O'Connor never provided proof of any work they claimed they did on my behalfI requested the information but have received nothingOne of the partners of Ellis, Penn & O'Connor has been charged with racketeering in Arizona, something not disclosed by them.
Ellis, Penn & O'Connor have failed to perform to their original agreement on my business taxesI've had to hire a tax attorney to deal with the issues.
For these simple reasons Ellis, Penn & O'Connor's Revdex.com accreditation should be rejected and they should be dismissed from the Revdex.comThey are a disgrace as a company and by their actions have defrauded me personally.
Regards,
*** ***
We appreciate the extended time to respond to the complaint from *** ***We are actually working with Mr*** after speaking with him
regarding the matterHe admitted that we had completed on the work that we were contracted for and it was his noncompliance to return the requested documentation that has caused the delay in his resolutionMr*** has agreed to send us back the requested signed returns that were completed months ago for him and move forward with our servicesHe would like to also have this complaint removed since we did uphold our integrity with his casePlease contact our office if you need any additional information
First I apology for your experience with the person you spoke with during that unfortunate callWe have taken proper action and that consultant is no longer with our companyWe would have liked to have the opportunity that day to speak to you to resolve the situation directly
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because: I did not breach our contract by contacting the agent She contacted me stating that the firm was not communicating with themAnother fact that the firm didn't mention is that I paid them in full for a service that they did not provideWe have a agreement that only half was up front and the final half was due once a payment was in place I foolishly paid them in full be cause they used scare tactics that take advantage of those in desperate situations I never agreed to any terms with the agent of two hundred dollars instead of In fact my agreement ended up at a month They removed funds without authorisation and before dates that were stated in contract
Regards,
David G***
Dear ***,Please accept my apology for the delayed response, I have completed a narrative and attachments for your review, should you have any questions or concerns please do not hesitate to contact me.Please contact me if you have not received the attachments in their entirety, in all. Phone: *** extension ***Email: ***@ellispenn.comThank you,Rachel
***, here is a brief synopsis of this case The client owed $695,to the IRS Through appeals and the refiling of the return we were able to reduce this liability to $27,000! We completed years of missing returns After completing the returns the client informed us that his wife did not want to be on the returns and we went back and completed the returns as filing separate, we did this at no additional chargeThe client, however, never signed and submitted all the returnsWe submitted a proposal for $to the IRS back in July of This was proposal was never considered by the IRS because the client did not qualify do to the fact he did not sign and send the returns to the IRS If a taxpayer is not current and compliant on returns the IRS will not accept a payment planThe client was being levied by the IRS prior to hiring us which we stopped and protected $50,in a 401K After months of chasing the client for the returns we closed his caseThe client also owes our company over $that he has yet to bring up to the Revdex.com and that we will never collect. Please let me know if there is anything else you may need.Thanks again, Michael O'*** | Senior Vice PresidentPhone: ###-###-#### Ext Fax: ###-###-####Email: ***Web: www.ellispenn.com
* *** Restoration
ID ***
We began representing the client’s business 2/20/not
4/23/as stated in the complaint
An installment
agreement was submitted for the business.
The Installment Agreement of $per month was finalized by the Revenue
Officer 8/12/
On 6/18/we were hired to represent the client personally,
the client had been assessed Trust Fund Penalties for the business. Personal Installment Agreement for $was
submitted to Revenue Officer (RO) Dawn C*** on 11.3.14, (see attachment,
please note top of page when the client faxed the signed proposal to us) she
was the RO for the business Installment AgreementHowever she had not been
assigned to the personal filing, so the Installment Agreement was sent to
Automatic Collections System for review File Notes:
Per phone call on 4/9/that case is still in que, no
additional liens or levies have been issued against the clientThe client is
missing the for 2014, but has an extension until October 15, 5/15/15 IA proposal
still pending in the IRS ACS 7/27/Personal proposal is still pending in the IRS
Automatic Collection System A ruling on the Installment Agreement will not be made until
the for has been filed by the client The client has not returned our calls since May, we continue
to monitor the status of the file with the ACS We welcome communication with the client, our end goal is
and always has been to bring the situation to a positive resolution for the
client If you have any questions or concerns, please do not
hesitate to contact me Rachel K*** CPA
***@ellispenn.com
###-###-####
This company did nothing but make my situation worse and take my money! I paid them $2,and then months later the situation was not settled, they got another $Then days later they wanted another $1200, which I refused to payThey promised a lot and delivered nothing In the end I had to hire someone else to help me with this situationThen, EllisPenn &O;Connor refused to give me any documentation of what they supposedly did for me unless I paid them $for the records The new company I hired, a local company, contacted the Revenue Officer and found out that Ellis Penn& O'Connor never offered a payment plan, as they told me they had doneThe Officer said O'Connor never proposed a payment plan, only wanted to have the penalty abatedWhich is not what they told meI do not feel Ellis Penn& Oconnor were honest with meI recommend dealing with a local CPA or Finanaical Attorney someone you can look at and talk toI was not happy or satisfied with Ellis Penn & O'Connor
April 6, Dear *** ***,We are
respectfully responding to the Better Business Complaint filed by MrScott
Overfield.Client
enrolled in our services 11/12/for IRS representation for the Business only,
the retainer for our services were $For the comfort
of our clients we
give them the option of making payments rather than to pay the full fee
upfront.The
client elected to take advantage of this option and chose to pay the retainer
fee in two installments $11/12/and the remaining balance 11/29/15.The
client still had difficulty with his card declining even smaller amounts.We have
made every effort to protect our client from the IRS for his business and him
personally, as well as for his business with the state of KansasThe client
repeatedly refused to submit the documents required by both taxing authorities
to allow us to negotiate any type of resolutionAll we were able to do is to
hold them off with our stay of enforced collection action that our Powers of
Attorney provide. We drafted an Appeal
for Revenue Officer *** that the client failed to sign and return to us for
submission.We
prepared and submitted a Collection Due Process for client and was successful in being granted a
hearing. The client failed to
comply with the request for financial information and documentation therefore
we could not effectively represent our client for the hearing.We have
shown that we afford our clients flexibility by offering payment plans and the
ability to take advantage of delayed initial paymentWe have shown and
submitted documentation to support that we made every effort to serve our
client to the best of our ability given the limited cooperation of *** ***.We
respectfully request that the complaint be closed and that *** *** no
longer have the ability to slander our company.If you
have any questions, or concerns regarding this matter please do not hesitate to
contact me.Regards,Dana B
Our office worked very hard with this client and attempted to secure a non collectible status, and or $IA. Our contractual agreement was originally with the father, who later was diagnose with Alzheimer which cause missed payments and the inability to provide needed
documents to the Internal Revenue Service. From the beginning we tell our clients that they must remain Current and Compliant with the IRS to remain eligible for resolutionOur office filed necessary appeals and released levies due to missed Federal Tax Deposits and deadlines with the client's Revenue OfficerWe were informed that our Power's of Attorney were no longer valid due to the father's condition and that we would need Powers of Attorney for the sonThis change in ownership of the company was not in our contract and the son refused to retain our representationWe feel that this complaint is not valid and should be removedWe will not be providing a refund to the son
Cutting Edge Lawn and Land
Suzette *B***
*** * *** **
La Salle, MI ***
ID: ***
A partial refund will be issued to the complainant, deducted
from the initial payment are the expenses incurred by our firm to set up the
client’s file, contact the IRS to submit the taxpayer’s signed documents,
initiate and secure a Stay of Enforced Collections and completed a Master
Transcript breakdown of the client’s liabilities
Refund to be issued: $
Rachel K*** CPA
EPOC, Inc
***@ellispenn.com
###-###-#### Ext***
We are working with the client directly to resolve this compliant We are working together to create the returns she contracted for Please allow us time before responding Thank you
*** *** retained our services on September 3, to represent the company *** *** dba *** ***The contract signed by *** *** clearly states the clients’ responsibilities and important factors that are necessary from our clients for our firm to be successful with their
resolutionPlease review the section on our contract:Client will be responsible for the following:Client will comply with all requests, calls/emails requests for documents, missing returns and staying Current and Compliant from the date of the initial contractClient will also agree upon EllisPenn & O’Connor Inc.’s instructions to meet all deadlines and inform EllisPenn & O’Connor, Incimmediately upon default of this or of any plan negotiatedIf the client circumvents EllisPenn & O’Connor, Incand contacts the revenue officer/agent without written permission, it will be considered a breach of contract and all negotiations will be halted; EllisPenn & O’Connor, Incwill revoke all powers of attorney and the client will forfeit all money paid and any remaining money due to EllisPenn & O’Connor, Incwill become due immediatelyIf services are paid by credit card, all applicable processing fees will be charged additionally.On February 19, our firm was made aware that *** *** had breached his contract with us when he had direct contact with the Revenue Officer MooreThis action on *** *** part caused our efforts to be halted and damaged when our Power of Attorney was bypassed.*** *** stressed to our firm that he wanted a payment plan for $a monthOur efforts to complete on this agreement were greatly damaged when *** *** agreed to pay $directly with the Revenue Officer and supplied financial documentationOnce a client circumvents our Powers of Attorney we are no longer obligated to continue our representation as per the signed contract upon hiring our firm.We ask that this complaint not be posted and removed due to the fact that our firm met our contractual obligations and that *** *** in fact breached the contract with direct contact with the Revenue Officer.Please see attached the supporting documentation and time tracked worked on *** ***’s case.Best Regards,Dana B
There wasn't any rebuttals letter just mine attached.
*** ***
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the responseIf no reason is received your complaint will be closed Administratively Resolved]
Complaint: ***
I am rejecting this response because:
Regards,
*** ***