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Ideal Tax Solution

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Ideal Tax Solution Reviews (98)

To Whom It May Concern:? We would like to express our deepest apologies to Mr [redacted] , as we are saddened to hear his experience with I.T.S did not meet his expectationsWe wish Mr [redacted] had submitted a refund request directly to our company, as we would have addressed his request right away? I.T.S takes these types of matters seriously and want all of our clients satisfied whether our services met their requirements or not and will still allow Mr [redacted] to submit his request to [email protected] ? Mr [redacted] expressed a long delay in his case and that I.T.S did not resolve his federal tax matter in a timely mannerMr [redacted] was being audited by the IRS for a specific tax return, meaning the balance owed was in the process of being reassessedThat process takes 3-monthsOur tax professionals could not set up Mr [redacted] on a resolution until the IRS was finished with the reassessmentOnce that was complete, we assigned a tax professional to his case to set Mr [redacted] on a streamline installment agreementThat step takes another to days for the IRS to accept and processWe hope Mr [redacted] can understand that setting a client on a resolution is a process and the majority of the process is waiting to hear back from the IRS ? Mr [redacted] stated that the information on the form 433-D submitted to the IRS was incorrect, most specifically the banking informationThe information on that form was put together solely on information provided to us by Mr [redacted] and was sent to him to confirm all information was accurate, sign and send back.? It was his own personal banking information that we have no way to verify but through him ? I.T.S did successfully put Mr [redacted] on a resolution plan with the IRS as he contracted our company for, however we understand where his disappointment is coming fromAgain, we would like to apologize to Mr [redacted]

Mr [redacted] hired Ideal Tax Solution to resolve his federal tax matter, which included tax preparation/filing for Mr [redacted] came on board with the company on May 21, Since then we had been unable to resolve his case because he did not provide us with the information we had requested and needed to file tax return and work towards a resolution with the IRSThese documents are requested from the client as soon as they sign the contractOur team follows up with clients on a weekly basis to try to collect these forms. Unfortunately, Mr [redacted] was unrespnsive and we never received any documentsPer the contract the Mr [redacted] signed, under client responsibilities, clients have days to provide us with any requested informationOur company has been more than lenient and gave Mr [redacted] several chances and enough time. Unfortunately, there is only so much we can do as a company if a client does not cooperate

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear belowThe resolution date on 6/was a phone call acknowledging the Revdex.com complaint from Ideal associate, *** *** who was to comply with my requestsAfter many calls & voice messages, I was referred to a host of Ideal Tax Solution's associatesThe following actions/requests were not completed or addressed as *** *** promised via her phone call:
(1) Request copies of ANY & ALL IRS supporting documents be forwarded to me via email and/or USPS mailThe supporting documents supporting the Not Collectible IRS status for my IRS issue & copies of all Tax forms filed by Ideal to the IRS(2) The resolution of the IRS lien/levy on my NEAFCU account which was presented to Ideal in February, As of today, the NEAFCU account has not received any release statement. The account balance has been (since: 02/11/2014) and is currently = $411.83, but the available balance accessible to me is $0.00.
My requests were sent via a series of emails & voice mails messages to the following Ideal Tax Solution's associates:
*** ***, Phone: 714-*** Phone: *** Fax: 866-***
*** ***, EA is the Attorney assigned to my case*** has the Power of Attorney
*** ***, Professional Services Department Manager, Phone: *** *** *** Direct : ***
*** ***, Case Manager, Phone: *** *** *** Direct : *** Fax: (866) ***
*** ***, 714-*** x***
*** ***, Resolution Specialist, Phone: 888-*** ext: *** Fax : 866-***
Ms ***, I will forward to you the emails as documentation (title of my subsequent emails = REBUTTAL: *** M *** for Ideal Tax Solutions Complaints: #*** & #***)
If you require any additional documentation, would you like it emailed or faxed directly to you? (Fax: 858-496-2141)
Regards,
*** M ***
*** E *** PL Apt ***
Decatur GA ***-
*** (H)
*** (Cell)
***@msn.com

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.First of all, I emailed them my current phone number on September and asked for a manager or owner to call me. This business returns very few calls. The gentleman who was assigned my account only spoke to me once and has never returned a call.
I have attached the incorrect document. They keep blaming me for filling it in wrongMy banking info is correct; however, this is not what I am referring to. The 433-D sent to me on March said that I owed $9,455.00. I only owed $8060. If they reviewed all of the current paperwork they would have caught this; however, they spent no time earning my $1,250. When I questioned things, I received responses such as, "___ work was not always accurate". Or, "you signed the paperwork" I've attached that one - very poor performance!

This agency offers quick resolutions and resolve to IRS issuesThey are suppose to do settlementsWe used them and after more then a year and several thousands of dollars, all was done was a "non collection status" affixed to my issueI fund out due to receiving mail from the IRS a few months backWe called them and never received a call backWhen I called the IRS I was able to do the same thing they did in minutesDue to me being diagnosed with cancer and unable to work, money has become tight for me and now we cannot own anything cause IRS will take itIf I were to inherit anything, the IRS will take itThis company is scamming their customers in my opinion and have several bad reviews reflecting that

We have responded to the consumer's complaint and have started on diligent efforts to attain the consumer's desired settlement- To be taken off the email and call listWe will follow up with the consumer accordinglyThank you

Hello,
We have executed the request on behalf of the complainant, as well as sent an email in regards to the issue addressedPlease see
below:
From: *** *** Sent: Wednesday, October 08, 2:PMTo: '***@gmail.com'Subject: Revdex.com: Issue Importance: High
October
8,
*** *** ***
*** *** rd
*** , CA ***
Daytime Phone: *** ***
E-mail: ***@gmail.com
Good
Day Mr*** *** ***,
We have received a
request by the Revdex.com to look into the issue in regards to unwanted emails sent to
your email address: ***@gmail.com
We are currently working on having this matter resolved on your behalf and
would like to apologize for any inconvenience that this may have causedShould
you have any questions, please contact me at 714-751-
Best Regards,
*** ***
Ideal Tax Solution
***@idealtaxsolution.com
***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
The company offered a refund, which has not been receivedThis would have resolved my complaint, however, this is just another instance of actions promised without any follow through
Regards,
*** ***

We have been maintaining due diligence and have worked on this matterThe client has been kept up to date in relation to any updates in statusDue to the nature of the case and turn around time it has been a work in progressThe client has been kept up to speed as what is required and where the matter is with the I.R.S and what our enrolled agents is requiring from the client in order to resolve to the best resolution for the client. Currently, we are working with the client

To Whom It May Concern: We would like to express our deepest apologies to Mr***, as we are saddened to hear his experience with I.T.S did not meet his expectationsWe
wish Mr*** had submitted a refund request directly to our company, as we would have addressed his request right away I.T.S takes these types of matters seriously and want all of our clients satisfied whether our services met their requirements or not and will still allow Mr*** to submit his request to [email protected] Mr*** expressed a long delay in his case and that I.T.S did not resolve his federal tax matter in a timely mannerMr*** was being audited by the IRS for a specific tax return, meaning the balance owed was in the process of being reassessedThat process takes 3-monthsOur tax professionals could not set up Mr*** on a resolution until the IRS was finished with the reassessmentOnce that was complete, we assigned a tax professional to his case to set Mr*** on a streamline installment agreementThat step takes another to days for the IRS to accept and processWe hope Mr*** can understand that setting a client on a resolution is a process and the majority of the process is waiting to hear back from the IRS Mr*** stated that the information on the form 433-D submitted to the IRS was incorrect, most specifically the banking informationThe information on that form was put together solely on information provided to us by Mr*** and was sent to him to confirm all information was accurate, sign and send back. It was his own personal banking information that we have no way to verify but through him I.T.S did successfully put Mr*** on a resolution plan with the IRS as he contracted our company for, however we understand where his disappointment is coming fromAgain, we would like to apologize to Mr***

0px; outline: 0px; vertical-align: baseline line-height: inherit; display: block;">Hello,
We have executed the request on behalf of the complainant, as well as sent an email in regards to the issue addressedPlease see below:
On Apr 13, 2015, at 2:PM, *** *** wrote:
Good Day Ms***,
We have received a request by the Revdex.com to look into the issue in regards to unwanted emails sent to your email address: ***We are currently working on having this matter resolved on your behalf and would like to apologize for any inconvenience that this may have causedYour email address is being permanently removed from our system and you should no longer receive emails from us within the next hours. Should you have any questions, please contact me at ***.
Regards,
*** ***
Ideal Tax Solution, LLC
*** *** *** *** ***
*** *** ** ***
Phone: ***
Fax : ***
Email: ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.Thank you for your prompt attention to this
complaintShortly after I filed this complaint, I was contacted by IdealSo
far I am still receiving the run around and have yet to see any resultsNow
that the holidays are here this matter will be on the back burner until after
the New YearI am holding out hope that they will keep their word and do what
they said they are going to doIf not, I will seek to be reimbursed for all
monies paidI will keep the Revdex.com updated with progress in the matter. ]
Regards,*** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
The proposed action has not been initiatedI have received no apology email from *** but have received two additional, unsolicited emails, sent to my *** account, from *** *** of ***:
Tax suspension
*** *** 3:PM Newsletters
To: ***
Ideal Tax Solution, LLC
Dear *** ***,
Your debt may have increased since the last time we have checked. I need you to contact me to stop this from happening and start working on a resolution. The IRS has made it so much easier to resolve caseReach me at ***
Sincerely,
*** ***
Senior Tax Analyst
Ideal Tax Solution, LLC
***
Forward email
This email was sent to *** by *** |
*** *** *** | Rapid removal with ***™ | *** ***Ideal Tax Solutions | *** *** *** * *** *** * ** * ***
Too many newsletters? You can ***

October 16,
Ideal Tax Solution
In regards to consumer's complaint- we have already executed a refund and have submitted the refund via check per the client requestAs with any institution, a request for a refund/reimbursement does instill certain resolution procedures by the companyThus, we have made the decision to refund the client to satisfy our client service objective.
Thank you,
Ideal Tax Solution, LLC

Before I came to Ideal, I had a wage garnishment, unfiled years, and it was very stressful and embarrassing for me to reach out for helpI contacted them and spoke with John BHe assured me in a situation like mine, they could stop the garnishment with hours, it sounded too goo to be true, and for my surprise, he were able to stop my garnishment and resolve my tax issueThank you so much John and all the Ideal Tax Solution

In regards to the Consumer (*** ***'s) complaint:
We have contacted the consumer to address to issue and to remedy the situationWe were able to speak with the consumer (*** ***) and reviewed her caseWe are currently working on a resolution, and will provide a status accordingly.
Ideal Tax Solution, LLC

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 I'm only sorry that IdealTax was duped by this unscrupulous predator .thank you for your assistance
Regards,
*** ***

Good Day,
Currently, we are in the process of working with the client: *** and *** ***We have maintained contact with the consumer as of date, and have called the client and left a message to respond so that we can discuss their concerns.
Will provide a status/update as received.
Best,
Ideal Tax Solution, LLC

In response to the consumer's complaint, we are looking into the issue raised and will address accordingly

We have contacted and spoke with complainantThe issue raised by the client is in regards to Advised client that we are diligently looking into the matter Thank you

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