IFA always seeks to resolve our cases in a manner that satisfies the IRS claims against the business, and many times actually save the client money in the processMr*** originally contacted me by email and we corresponded in reference to his concernsHe referenced our “satisfaction guarantee” which we have never hadLater he referred to our Money Back Guarantee, which is used when we are UNABLE TO RESOL VE A CASEIn the case of *** Enterprises, we accomplished precisely what we set out to do- resolve his issuesThe IRS received in full their debt via a subordination we set in place for himDid he save any money? No, but we have never guaranteed thatCould he have done so himself? Perhaps, but then why did he hire us? We went above and beyond what he had paid to us to finalize his caseThat is our problem, but to suggest he is owed a refund is improper, since we accomplished a resolution for himI am sorry he feels short-changed, but we did what we always do- fix the problem, and in his case, do so to our own financial “hurt”Please put this notation in the notes for this case*** ***, President, IFA
Two primary issues are pertinent in this case; timely filings, and how the IRS handles leviesOur Professional Service Agreement that each client signs states that all filings need to be done within days from our being hired to help themIn this case we waited for about 1/months before they
were completedThis ties our hands with a Revenue Officer, who cannot proceed to desired solutions without all information being presented.With regard to levies, which the IRS imposes after waiting a long period of time trying to collect delinquent taxes, THEY, not the professional representing the client, hold final judgement on whether or not to release a levyLevies never come because you hire representation, but because you owe taxes, and the Government becomes impatient waiting to collectIn this case, a previous firm was engaged long before Integrity came on board, which obviously lengthened the time the Government had waitedThe case had already gone to the Appeals Division when we took it, due to a Final Intent To Levy notice the client received, so more time was gained by this maneuver to hold off the levy from the Revenue OfficerAll strategies have their limitations, and obviously this previously presented strategy ran out of time, and the levy ensued of which the client speaks, and monies were collected which created problems for the business.We were able to negotiate a payment plan for the business, and get the personal taxes in a currently not collectable statusBecause we successfully resolved these issues, no refund is due
Two things we have little or no control over are client's aggravation, and the IRS policy on leviesWe work to eliminate all levies, but reality is about a 50% success rate, because when a client has long-neglected paying their taxes and the Government gets its hands on money they have in the bank or with one of their own customers, they don't like to let it go without a "fight"While we are sorry when we cannot get a levy lifted, it is always a challenge, and the IRS has final say.100% of our clients are stressed with the Government's intrusion; that is often why they hire professional helpOur contract states clearly what we can and will do, along with the required actions by the clientBecause of this client's continued verbal harassment we discontinued our representation- NOT because we could not resolve their issue, but because we reached the point of no return with the tenor of the conversations from her as stated in my earlier response. *** *** President, IFA
Complaint:
I am rejecting this response because: Anytime you deal with the matters of the IRS it is clearly a STRESSFUL ordeal! We had a unique situation and we explained our urgency to take care of matters expeditiously to the "salesman"He said he would "get us some relief!" He also said that the money was not an "issue" he just wanted to help and he "promised " that they would be able to do thatthe salesman also said"I WILL ELIMINATE ALL RISK ON YOUR END !" (i have an email with this claim from him) he knew this was the 2nd company that has taken money and not produced timely action to lift levies and suchThe salesman also knew thatTheir lack of urgency costed our home a great deal of stress! We have had to talk to the IRS in our behalf in the past and then with this POA and his laid back attitude clearly was not what we were needing with our situationWe asked for a different POA and were deniedYes it is very upsetting cause going into this aggreement we already had a levy that Integrity had promised and told me time and time again they would take care of it! With their lack of response and inaccurate filling out of the A & B and the IRS agent also said she never had recieved phone calls when Integrity said they made those phone calls !! so with that lack of response to our needs to the IRS agent we had another LEVY placed on usIRS said it was due to Integrity's lack of urgency in taking action to correct these formsWe did what they ask of us but the frustration level got very high and of course things are said and had been taken out of contextMy wife never said that she was going to do anything that drastic! Clearly Integrity is claiming it is all our fault and taking none of the responsibility for their actions! It's is just another example of how BIG companies can do what they want to people and claim they have a iron clad "GUARANTEE" when they do not! To Begin with we never seeked this company out they seeked us out! With the saleman saying he would personally guanantee and "ELIMINATE ALL RISK ON OUR END" AND THAT IS A QUOTE...I HAVE THE EMAIL TO PROVE IT!!! It is very sad for the people to be taken advantage of in this way!!! I still want our $back!!!
Sincerely,
*** ***
The levy spoken of was enacted on 1-22-Appeals appointment was scheduled by Settlement Officer in a letter dated 1-7-for 1-27-In another letter dated 1-27-he says it was scheduled for 1-25-(Obviously some confusion on the part of the Officer)On 1-27-our Power of Attorney made two calls to Appeals and left messagesThey were not returnedIn a call on 2-3-it was agreed the levy would be released IF Installment Agreement was agreed to and further pertinent information delivered to Revenue OfficerThese both took place, but levy was not liftedThe end result is ALWAYS in the hands of the Government with regard to levies.Our money back guarantee states that if we are unable to achieve a resolution to the tax issue, we will refund payments madeAs stated earlier, we were able to get client on a payment plan for the business, and get the personal taxes in a currently not collectible status for themBecause the tax issue was resolved, no refund is dueFor more input on how levies work, please see previous response
The resolution strategy contracted is one we have used hundreds of times to finalize an IRS issue. Our staff turnover indeed caused a lapse of about a month (not 6 months) in progress on the case. The change in IRS policy mentioned did NOT require a new start on the case, just an adjusted strategy....
Levies mentioned were initially lifted even though not contracted originally. Request for additional funds is rare with us (less than 5% of cases ever get re-billed), but this one had another party not contracted for plus complications we had not previously encountered, which required additional hours of work. I am unaware of a "satisfaction guarantee" in any of our contracts. We DO guarantee resolution of tax issues provided the client does their part as per our Professional Service Agreement. Much of the challenge in this case involved a former co-owner's wife, who owned 14% of the business and had the levies. We were prepared to complete the work needed, but did not get updated Form 433B from this client to do so. No refund is forthcoming since he did not provide us with needed information to finish the job.
IFA began representing this client on 6-23-15. Our original Power of Attorney recommended we not take the case because of the client's mental instability (in the initial interview she suggested she might commit suicide). We took the case and assigned another Power of Attorney, because the original...
POA found working with the client too stressful.We negotiated levy releases and worked towards a payment agreement. Client's attitude was accusatory and belligerent throughout the representation. During one conversation with the new POA she again threatened suicide. The POA reported this to the IRS and the agent to the local police. Thereafter the IRS backed away from enforcement for a time, but eventually began pressing enforcement again. One day in September the client was exceptionally abusive and accusatory in her interactions with the POA and his staff. He informed the client that because of her continued abusive behavior and the fact that she had breached our contract by not paying timely what she had promised on her fees, that he was going to revoke POA and close the file. The client begged POA to keep the file open, and that she would not act again in an abusive way. The file at that time did remain open.About two weeks later the client once again became verbally abusive and accusatory and the POA ordered the file closed. Client has continued to harass personnel of IFA, and has never paid the money promised. While we are glad to help clients with all kinds of tax issues, and who are always stressed by the Governments actions against them, we haven't time to deal with those who are consistently abusive to us. Our money-back guarantee clearly states "If Integrity concludes that we are unable to resolve your tax liability, we will refund all payments made to us. Integrity guarantees a resolution of Clients case as long as they cooperate in providing us with complete and accurate information, timely respond to all correspondence including phone calls, emails, and faxes, file all missing returns, and begin making all tax payments as they become due. Client must also meet all requirements specified in "Responsibilities of Parties" (paying their fees on time)."Due to client's breach of our contract AND verbal abuse, no refund is due.
Complaint: [redacted]
I am rejecting this response because:Integrity Financial Associates only wants to tell half of the story, and they will not address the very specific complaint that I have made.So I ask Integrity Financial Associates a basic question that should only require a yes or no answer. That question is: “Did you make the appeal to the IRS appeals office as requested by your client?”The answer is NO. Leaving a message is not making the appeal, it’s making an excuse. IFA knew a levy was pending against my business when I hired them. That’s why it was imperative that the appeal be made. Because IFA was negligent in making the appeal the IRS confiscated 16k (a full month’s payroll) from my business. IFA wants to make the statement that it’s up to the IRS to decide if they want to return levied money. This is true, but if the IFA attorney had made the appeal as requested in the first place then the levy would not have proceeded. There was a specific date and time that the Appeal was to take place. I spoke to the IFA attorney the morning that the appeal phone call was to take place, and he assured me he would be available at the specific requested time to make the appeal. Not only did he not make the appeal, he didn’t contact me for over a week to inform me of this. Where was the IFA attorney when this specific appeal event was to take place? Was he out on the golf course, or out on the ski slopes? The IFA people say their attorney “on 1-27-16 left two message for appeals officer”………left messages? What the hell does that accomplish? And why was the IFA attorney’s voice mailbox always full so the IRS appeals officer could leave a message about another phone meeting? The IRS appeals officer tried multiple times to contact the IFA attorney and actually made more of an attempt to resolve this issue than the IFA attorney that I paid to handle the appeal. Also, I only found out that the appeal was not made when I received the IRS levy letter a week after the appeal was supposed to be made.IFA says they resolved my tax issue. Really? How is having 16k of my revenue levied because of IFA negligence resolving my tax issue. If that’s the case then I would hate to see how much revenue some of your potential customers may lose if you “resolve” their tax issue with equal ineptness.I still demand a full refund.
Sincerely,
[redacted]
Mr. [redacted] engaged us on 7-29 to resolve his tax matter, which was accomplished with a subordination allowing sale of his property and settlement of the tax lien against him. His request for refund per our guarantee of resolution is based on NOT getting a reduction on his payments rather than not...
getting a resolution. If we could guarantee savings we would have to learn magic, so we guarantee a solution and SOMETIMES are able to also save the client money on the debt. Due to him having adequate assets to cover the debt, he was allowed no savings with the IRS. Not that it will matter to this client, but our Company expended nearly $5000 handling his case, for which he paid us under $2500. He is due NO refund because we accomplished everything possible in resolving his case. Whether or not he could have done this on his own is irrelevant, since he chose professional representation instead of doing it himself.
Complaint: 11796170
I am rejecting this response because:There is no way I will accept anything short of a refund in full. I recently read through all the complaints regarding this company on the Revdex.com website and there is a theme: everyone seems to think the same of the guarantee (sorry I used the wrong term). It looks like whatever that "guarantee" is serves as a vehicle for collecting funds from desperate taxpayers. The "guarantee", in my case, meant that IFA chased down my PERSONAL tax matters when I was explicit about our BUSINESS tax needs and our strict timeline based upon a key business asset that was under contract to sell. I maintain that this 2-week delay was costly. I also was clear with each member of the company that their usual arsenal of weapons would not be available in our case because of the nature of it and the tight timeline. They agreed to the timeline when given an opportunity to back out without any time spent. This is THEIR risk, not mine. The apparent excuses IFA gave about delayed communication or whatever else with other clients did not apply to me. I was very responsive and proactive. Their "guarantee", which seems utterly useless, ultimately meant that they were there to watch not a single reduction in penalties. $2,994.00 was due on October 28, 2016.
Sincerely,
[redacted]
IFA always seeks to resolve our cases in a manner that satisfies the IRS claims against the business, and many times actually save the client money in the processMr*** originally contacted me by email and we corresponded in reference to his concernsHe referenced our “satisfaction guarantee” which we have never hadLater he referred to our Money Back Guarantee, which is used when we are UNABLE TO RESOL VE A CASEIn the case of *** Enterprises, we accomplished precisely what we set out to do- resolve his issuesThe IRS received in full their debt via a subordination we set in place for himDid he save any money? No, but we have never guaranteed thatCould he have done so himself? Perhaps, but then why did he hire us? We went above and beyond what he had paid to us to finalize his caseThat is our problem, but to suggest he is owed a refund is improper, since we accomplished a resolution for himI am sorry he feels short-changed, but we did what we always do- fix the problem, and in his case, do so to our own financial “hurt”Please put this notation in the notes for this case*** ***, President, IFA
Two primary issues are pertinent in this case; timely filings, and how the IRS handles leviesOur Professional Service Agreement that each client signs states that all filings need to be done within days from our being hired to help themIn this case we waited for about 1/months before they
were completedThis ties our hands with a Revenue Officer, who cannot proceed to desired solutions without all information being presented.With regard to levies, which the IRS imposes after waiting a long period of time trying to collect delinquent taxes, THEY, not the professional representing the client, hold final judgement on whether or not to release a levyLevies never come because you hire representation, but because you owe taxes, and the Government becomes impatient waiting to collectIn this case, a previous firm was engaged long before Integrity came on board, which obviously lengthened the time the Government had waitedThe case had already gone to the Appeals Division when we took it, due to a Final Intent To Levy notice the client received, so more time was gained by this maneuver to hold off the levy from the Revenue OfficerAll strategies have their limitations, and obviously this previously presented strategy ran out of time, and the levy ensued of which the client speaks, and monies were collected which created problems for the business.We were able to negotiate a payment plan for the business, and get the personal taxes in a currently not collectable statusBecause we successfully resolved these issues, no refund is due
Two things we have little or no control over are client's aggravation, and the IRS policy on leviesWe work to eliminate all levies, but reality is about a 50% success rate, because when a client has long-neglected paying their taxes and the Government gets its hands on money they have in the bank or with one of their own customers, they don't like to let it go without a "fight"While we are sorry when we cannot get a levy lifted, it is always a challenge, and the IRS has final say.100% of our clients are stressed with the Government's intrusion; that is often why they hire professional helpOur contract states clearly what we can and will do, along with the required actions by the clientBecause of this client's continued verbal harassment we discontinued our representation- NOT because we could not resolve their issue, but because we reached the point of no return with the tenor of the conversations from her as stated in my earlier response. *** *** President, IFA
Complaint:
I am rejecting this response because: Anytime you deal with the matters of the IRS it is clearly a STRESSFUL ordeal! We had a unique situation and we explained our urgency to take care of matters expeditiously to the "salesman"He said he would "get us some relief!" He also said that the money was not an "issue" he just wanted to help and he "promised " that they would be able to do thatthe salesman also said"I WILL ELIMINATE ALL RISK ON YOUR END !" (i have an email with this claim from him) he knew this was the 2nd company that has taken money and not produced timely action to lift levies and suchThe salesman also knew thatTheir lack of urgency costed our home a great deal of stress! We have had to talk to the IRS in our behalf in the past and then with this POA and his laid back attitude clearly was not what we were needing with our situationWe asked for a different POA and were deniedYes it is very upsetting cause going into this aggreement we already had a levy that Integrity had promised and told me time and time again they would take care of it! With their lack of response and inaccurate filling out of the A & B and the IRS agent also said she never had recieved phone calls when Integrity said they made those phone calls !! so with that lack of response to our needs to the IRS agent we had another LEVY placed on usIRS said it was due to Integrity's lack of urgency in taking action to correct these formsWe did what they ask of us but the frustration level got very high and of course things are said and had been taken out of contextMy wife never said that she was going to do anything that drastic! Clearly Integrity is claiming it is all our fault and taking none of the responsibility for their actions! It's is just another example of how BIG companies can do what they want to people and claim they have a iron clad "GUARANTEE" when they do not! To Begin with we never seeked this company out they seeked us out! With the saleman saying he would personally guanantee and "ELIMINATE ALL RISK ON OUR END" AND THAT IS A QUOTE...I HAVE THE EMAIL TO PROVE IT!!! It is very sad for the people to be taken advantage of in this way!!! I still want our $back!!!
Sincerely,
*** ***
The levy spoken of was enacted on 1-22-Appeals appointment was scheduled by Settlement Officer in a letter dated 1-7-for 1-27-In another letter dated 1-27-he says it was scheduled for 1-25-(Obviously some confusion on the part of the Officer)On 1-27-our Power of Attorney made two calls to Appeals and left messagesThey were not returnedIn a call on 2-3-it was agreed the levy would be released IF Installment Agreement was agreed to and further pertinent information delivered to Revenue OfficerThese both took place, but levy was not liftedThe end result is ALWAYS in the hands of the Government with regard to levies.Our money back guarantee states that if we are unable to achieve a resolution to the tax issue, we will refund payments madeAs stated earlier, we were able to get client on a payment plan for the business, and get the personal taxes in a currently not collectible status for themBecause the tax issue was resolved, no refund is dueFor more input on how levies work, please see previous response
The resolution strategy contracted is one we have used hundreds of times to finalize an IRS issue. Our staff turnover indeed caused a lapse of about a month (not 6 months) in progress on the case. The change in IRS policy mentioned did NOT require a new start on the case, just an adjusted strategy....
Levies mentioned were initially lifted even though not contracted originally. Request for additional funds is rare with us (less than 5% of cases ever get re-billed), but this one had another party not contracted for plus complications we had not previously encountered, which required additional hours of work. I am unaware of a "satisfaction guarantee" in any of our contracts. We DO guarantee resolution of tax issues provided the client does their part as per our Professional Service Agreement. Much of the challenge in this case involved a former co-owner's wife, who owned 14% of the business and had the levies. We were prepared to complete the work needed, but did not get updated Form 433B from this client to do so. No refund is forthcoming since he did not provide us with needed information to finish the job.
IFA began representing this client on 6-23-15. Our original Power of Attorney recommended we not take the case because of the client's mental instability (in the initial interview she suggested she might commit suicide). We took the case and assigned another Power of Attorney, because the original...
POA found working with the client too stressful.We negotiated levy releases and worked towards a payment agreement. Client's attitude was accusatory and belligerent throughout the representation. During one conversation with the new POA she again threatened suicide. The POA reported this to the IRS and the agent to the local police. Thereafter the IRS backed away from enforcement for a time, but eventually began pressing enforcement again. One day in September the client was exceptionally abusive and accusatory in her interactions with the POA and his staff. He informed the client that because of her continued abusive behavior and the fact that she had breached our contract by not paying timely what she had promised on her fees, that he was going to revoke POA and close the file. The client begged POA to keep the file open, and that she would not act again in an abusive way. The file at that time did remain open.About two weeks later the client once again became verbally abusive and accusatory and the POA ordered the file closed. Client has continued to harass personnel of IFA, and has never paid the money promised. While we are glad to help clients with all kinds of tax issues, and who are always stressed by the Governments actions against them, we haven't time to deal with those who are consistently abusive to us. Our money-back guarantee clearly states "If Integrity concludes that we are unable to resolve your tax liability, we will refund all payments made to us. Integrity guarantees a resolution of Clients case as long as they cooperate in providing us with complete and accurate information, timely respond to all correspondence including phone calls, emails, and faxes, file all missing returns, and begin making all tax payments as they become due. Client must also meet all requirements specified in "Responsibilities of Parties" (paying their fees on time)."Due to client's breach of our contract AND verbal abuse, no refund is due.
Complaint: [redacted]
I am rejecting this response because:Integrity Financial Associates only wants to tell half of the story, and they will not address the very specific complaint that I have made.So I ask Integrity Financial Associates a basic question that should only require a yes or no answer. That question is: “Did you make the appeal to the IRS appeals office as requested by your client?”The answer is NO. Leaving a message is not making the appeal, it’s making an excuse. IFA knew a levy was pending against my business when I hired them. That’s why it was imperative that the appeal be made. Because IFA was negligent in making the appeal the IRS confiscated 16k (a full month’s payroll) from my business. IFA wants to make the statement that it’s up to the IRS to decide if they want to return levied money. This is true, but if the IFA attorney had made the appeal as requested in the first place then the levy would not have proceeded. There was a specific date and time that the Appeal was to take place. I spoke to the IFA attorney the morning that the appeal phone call was to take place, and he assured me he would be available at the specific requested time to make the appeal. Not only did he not make the appeal, he didn’t contact me for over a week to inform me of this. Where was the IFA attorney when this specific appeal event was to take place? Was he out on the golf course, or out on the ski slopes? The IFA people say their attorney “on 1-27-16 left two message for appeals officer”………left messages? What the hell does that accomplish? And why was the IFA attorney’s voice mailbox always full so the IRS appeals officer could leave a message about another phone meeting? The IRS appeals officer tried multiple times to contact the IFA attorney and actually made more of an attempt to resolve this issue than the IFA attorney that I paid to handle the appeal. Also, I only found out that the appeal was not made when I received the IRS levy letter a week after the appeal was supposed to be made.IFA says they resolved my tax issue. Really? How is having 16k of my revenue levied because of IFA negligence resolving my tax issue. If that’s the case then I would hate to see how much revenue some of your potential customers may lose if you “resolve” their tax issue with equal ineptness.I still demand a full refund.
Sincerely,
[redacted]
Mr. [redacted] engaged us on 7-29 to resolve his tax matter, which was accomplished with a subordination allowing sale of his property and settlement of the tax lien against him. His request for refund per our guarantee of resolution is based on NOT getting a reduction on his payments rather than not...
getting a resolution. If we could guarantee savings we would have to learn magic, so we guarantee a solution and SOMETIMES are able to also save the client money on the debt. Due to him having adequate assets to cover the debt, he was allowed no savings with the IRS. Not that it will matter to this client, but our Company expended nearly $5000 handling his case, for which he paid us under $2500. He is due NO refund because we accomplished everything possible in resolving his case. Whether or not he could have done this on his own is irrelevant, since he chose professional representation instead of doing it himself.
Complaint: 11796170
I am rejecting this response because:There is no way I will accept anything short of a refund in full. I recently read through all the complaints regarding this company on the Revdex.com website and there is a theme: everyone seems to think the same of the guarantee (sorry I used the wrong term). It looks like whatever that "guarantee" is serves as a vehicle for collecting funds from desperate taxpayers. The "guarantee", in my case, meant that IFA chased down my PERSONAL tax matters when I was explicit about our BUSINESS tax needs and our strict timeline based upon a key business asset that was under contract to sell. I maintain that this 2-week delay was costly. I also was clear with each member of the company that their usual arsenal of weapons would not be available in our case because of the nature of it and the tight timeline. They agreed to the timeline when given an opportunity to back out without any time spent. This is THEIR risk, not mine. The apparent excuses IFA gave about delayed communication or whatever else with other clients did not apply to me. I was very responsive and proactive. Their "guarantee", which seems utterly useless, ultimately meant that they were there to watch not a single reduction in penalties. $2,994.00 was due on October 28, 2016.
Sincerely,
[redacted]