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
Hello Ms [redacted] I would like to forward you the below email in reference to my case, # [redacted] It is an insult on the part of Ellis Penn and O' [redacted] to simply send a blank email to me with an attached document that is far from a resolve or what I paid them forThank you.Regards, [redacted] Sent from my [redacted] Begin forwarded message:From: [redacted] Date: May 21, at 1:55:PM EDTTo: [redacted] Subject: Fwd: ProposalHello Mr [redacted] , The below email is the one that Michael O' [redacted] of Ellis Penn sent to meThis email is far from any resolution or what I paid $11,forHis email is further proof as to his lack of professionalism and that of his firmIt is merely fluff in an effort to get the Revdex.com complaint closed as they have sneakily and underhandedly doneRegards,***Sent from my [redacted] Begin forwarded message:From: "Michael O' [redacted] " < [redacted] >Date: May 4, at 3:16:PM EDTTo: [redacted] Subject: ProposalIRS ProposalMichael O' [redacted] | Senior Vice PresidentPhone: ###-###-#### Ext Fax: ###-###-####Email: [redacted] Web: www.ellispenn.com
June 2, To Whom It May Concern,The purpose of this correspondence is to address the Revdex.com Complaint filed by [redacted] ***.On February 25, 2014, the client came on board with our firm to help with his business tax liability it the amount of approximately $18, When the client first came on board he was very adamant about not supplying us financial informationWe request all clients to provide us financial documents in order to negotiate the lowest payment plan possibleThe client wanted to set up an Express Installment Agreement, which you do not have to provide financials forAlthough the client qualifies for an Express Installment Agreement, what he didn’t understand is that it must be paid within months That would put his agreement at $760-per monthOur client indicated he only wanted to pay approximately $per monthWith that being said, we explained that we had to show the IRS verification of only being able to afford that amount On April 4th, we finally received the financial information back, however, it was not completeThis documentation was asked to be returned to our office by March 5th Receiving this documentation over a month late forced us to requests multiple holds on collection action with the IRSWhen the client came on board with our firm, he had already missed a deadline with his Revenue officerDeadline was to provide missing return(s) and financials by February 12, When a deadline is missed with the IRS, it leaves you open to enforcement action, which includes bank levies On April 11th, we spoke to the client regarding the missing information on his financial documents We stated we needed this information so we can move forward with our proposal for a payment plan with the IRS We also informed the client that the IRS wanted to pursue him personally for a portion of the business tax debt The client refused our request to help with his personal issues The client was very difficult to work with and had a very poor history with the IRS We worked very hard in attempting to change the client’s perception with the IRS but it became very difficult each time a new deadline was missedFor this client to claim our company is a scam is not only untruthful but flat out ridiculous Our firm worked for free for the majority of his case It took our company over days to secure the $contracted payment to our firm The client had us run his credit card over times knowing that the payment would not clear This was done intentionally to obtain free work from our firmThis effectively hurt our relationship with the bank This proves that our firm went above and beyond to help and protect the client from the IRS To be perfectly honest the only scam going on is from the client who tried to trick us into doing free work We have spent more than hours of work on this case because the client’s lack of cooperation We are requesting that this Revdex.com complaint to be removed immediately Please contact me directly if you have any questions regarding this correspondence, or should you require any additional information or documentation.Respectfully,
[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: [redacted] I am rejecting this response because: Dear [redacted] : 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, [redacted]
***, 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 collectPlease let me know if there is anything else you may need.Thanks again, Michael O' [redacted] | Senior Vice PresidentPhone: ###-###-#### Ext Fax: ###-###-####Email: [redacted] Web: www.ellispenn.com
[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: [redacted] 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 [redacted]
We appreciate the extended time to respond to the complaint from [redacted] We are actually working with Mr [redacted] 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 [redacted] 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
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
April 6, Dear [redacted] ,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 [redacted] 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 [redacted] .We respectfully request that the complaint be closed and that [redacted] 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
We are a company that has recently changed ownership.The person they are trying to reach does not work in store, but we are able to pass along messages to the person they requestOne man became extremely angry and rude when we said we couldn't give out personal phone numbers after he asked for their personal cell phone and home phone numbersWe have received phone calls in a matter of hours
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
Our firm stands with our response regarding this matterWe completed the returns with the provided information that was givenWe made the corrections and changes as needed and worked with the delays caused by [redacted] ***All of this has been presented to support our response [redacted] and her husband are not contracted with our firm for personal representationThe Collection Due Process hearing that she is referring to was for her husbandDuring a conversation prior to the hearing we discussed taking on his case [redacted] expressed that he had created the taxes and that they had a prenuptial agreement and she would not be providing any financial documentation on his behalfAt that time we agreed not to take on his personal case due to her strong indication that she would not be responsibility for the information needed to successfully represent himOn December 10th, [redacted] was made aware that for us to complete the appeal for the Collection Due Process hearing on her husband’s behalf that there would be an additional retainer for our representationAt no time was our company responsibly the Collection Due Process hearing as [redacted] is suggesting Thank you, Dana B [redacted] | HR Director| Executive Assistant
Please find attached our response to Complaint [redacted] .I have one more document that is relevant to support our position, I am going to try and submit within the body of the emailIf I am unsuccessful please advise me how it can be submitted.We have a narrative of events along with the supporting documents.Should you have any questions please do not hesitate to contact me.Rachel K***###-###-#### [redacted] @ellispenn.com
Dear ***,In an effort to provide all necessary information regarding our response to the complaint regarding [redacted] we wanted to share the outcome of his dispute with our Merchant AccountThey ruled in our favor and found that the work was completed on our end and refunded all funds back to our account.With that information we would hope that his Revdex.com complaint can be resolved and removed [redacted] 's complaint is unfounded and fraudulent in natureI would gladly forward all supporting documents if necessaryThank for your attention and time regarding this matter.Best Regards,Dana B [redacted] HR Director | Executive AssistantPhone: ###-###-#### Ext***Fax: ###-###-####Email: ***@ellispenn.comWeb: www.ellispenn.com
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
Hello Ms [redacted] I would like to forward you the below email in reference to my case, # [redacted] It is an insult on the part of Ellis Penn and O' [redacted] to simply send a blank email to me with an attached document that is far from a resolve or what I paid them forThank you.Regards, [redacted] Sent from my [redacted] Begin forwarded message:From: [redacted] Date: May 21, at 1:55:PM EDTTo: [redacted] Subject: Fwd: ProposalHello Mr [redacted] , The below email is the one that Michael O' [redacted] of Ellis Penn sent to meThis email is far from any resolution or what I paid $11,forHis email is further proof as to his lack of professionalism and that of his firmIt is merely fluff in an effort to get the Revdex.com complaint closed as they have sneakily and underhandedly doneRegards,***Sent from my [redacted] Begin forwarded message:From: "Michael O' [redacted] " < [redacted] >Date: May 4, at 3:16:PM EDTTo: [redacted] Subject: ProposalIRS ProposalMichael O' [redacted] | Senior Vice PresidentPhone: ###-###-#### Ext Fax: ###-###-####Email: [redacted] Web: www.ellispenn.com
June 2, To Whom It May Concern,The purpose of this correspondence is to address the Revdex.com Complaint filed by [redacted] ***.On February 25, 2014, the client came on board with our firm to help with his business tax liability it the amount of approximately $18, When the client first came on board he was very adamant about not supplying us financial informationWe request all clients to provide us financial documents in order to negotiate the lowest payment plan possibleThe client wanted to set up an Express Installment Agreement, which you do not have to provide financials forAlthough the client qualifies for an Express Installment Agreement, what he didn’t understand is that it must be paid within months That would put his agreement at $760-per monthOur client indicated he only wanted to pay approximately $per monthWith that being said, we explained that we had to show the IRS verification of only being able to afford that amount On April 4th, we finally received the financial information back, however, it was not completeThis documentation was asked to be returned to our office by March 5th Receiving this documentation over a month late forced us to requests multiple holds on collection action with the IRSWhen the client came on board with our firm, he had already missed a deadline with his Revenue officerDeadline was to provide missing return(s) and financials by February 12, When a deadline is missed with the IRS, it leaves you open to enforcement action, which includes bank levies On April 11th, we spoke to the client regarding the missing information on his financial documents We stated we needed this information so we can move forward with our proposal for a payment plan with the IRS We also informed the client that the IRS wanted to pursue him personally for a portion of the business tax debt The client refused our request to help with his personal issues The client was very difficult to work with and had a very poor history with the IRS We worked very hard in attempting to change the client’s perception with the IRS but it became very difficult each time a new deadline was missedFor this client to claim our company is a scam is not only untruthful but flat out ridiculous Our firm worked for free for the majority of his case It took our company over days to secure the $contracted payment to our firm The client had us run his credit card over times knowing that the payment would not clear This was done intentionally to obtain free work from our firmThis effectively hurt our relationship with the bank This proves that our firm went above and beyond to help and protect the client from the IRS To be perfectly honest the only scam going on is from the client who tried to trick us into doing free work We have spent more than hours of work on this case because the client’s lack of cooperation We are requesting that this Revdex.com complaint to be removed immediately Please contact me directly if you have any questions regarding this correspondence, or should you require any additional information or documentation.Respectfully,
[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: [redacted] I am rejecting this response because: Dear [redacted] : 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, [redacted]
***, 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 collectPlease let me know if there is anything else you may need.Thanks again, Michael O' [redacted] | Senior Vice PresidentPhone: ###-###-#### Ext Fax: ###-###-####Email: [redacted] Web: www.ellispenn.com
[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: [redacted] 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 [redacted]
they are to slick for thatThey never gave me bill or receipt of payment, payment was credit card info passed over phone
We appreciate the extended time to respond to the complaint from [redacted] We are actually working with Mr [redacted] 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 [redacted] 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
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
April 6, Dear [redacted] ,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 [redacted] 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 [redacted] .We respectfully request that the complaint be closed and that [redacted] 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
We are a company that has recently changed ownership.The person they are trying to reach does not work in store, but we are able to pass along messages to the person they requestOne man became extremely angry and rude when we said we couldn't give out personal phone numbers after he asked for their personal cell phone and home phone numbersWe have received phone calls in a matter of hours
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
Our firm stands with our response regarding this matterWe completed the returns with the provided information that was givenWe made the corrections and changes as needed and worked with the delays caused by [redacted] ***All of this has been presented to support our response [redacted] and her husband are not contracted with our firm for personal representationThe Collection Due Process hearing that she is referring to was for her husbandDuring a conversation prior to the hearing we discussed taking on his case [redacted] expressed that he had created the taxes and that they had a prenuptial agreement and she would not be providing any financial documentation on his behalfAt that time we agreed not to take on his personal case due to her strong indication that she would not be responsibility for the information needed to successfully represent himOn December 10th, [redacted] was made aware that for us to complete the appeal for the Collection Due Process hearing on her husband’s behalf that there would be an additional retainer for our representationAt no time was our company responsibly the Collection Due Process hearing as [redacted] is suggesting Thank you, Dana B [redacted] | HR Director| Executive Assistant
Please find attached our response to Complaint [redacted] .I have one more document that is relevant to support our position, I am going to try and submit within the body of the emailIf I am unsuccessful please advise me how it can be submitted.We have a narrative of events along with the supporting documents.Should you have any questions please do not hesitate to contact me.Rachel K***###-###-#### [redacted] @ellispenn.com
Dear ***,In an effort to provide all necessary information regarding our response to the complaint regarding [redacted] we wanted to share the outcome of his dispute with our Merchant AccountThey ruled in our favor and found that the work was completed on our end and refunded all funds back to our account.With that information we would hope that his Revdex.com complaint can be resolved and removed [redacted] 's complaint is unfounded and fraudulent in natureI would gladly forward all supporting documents if necessaryThank for your attention and time regarding this matter.Best Regards,Dana B [redacted] HR Director | Executive AssistantPhone: ###-###-#### Ext***Fax: ###-###-####Email: ***@ellispenn.comWeb: www.ellispenn.com