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Integrity Financial Associates

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Reviews Lawyers, Tax Consultant, Tax Attorney Integrity Financial Associates

Integrity Financial Associates Reviews (2)

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-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-to resolve his tax matter, which was accomplished with a subordination allowing sale of his property and settlement of the tax lien against himHis request for refund per our guarantee of resolution is based on NOT getting a reduction on his payments rather than not getting a resolutionIf 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 debtDue to him having adequate assets to cover the debt, he was allowed no savings with the IRSNot that it will matter to this client, but our Company expended nearly $handling his case, for which he paid us under $He is due NO refund because we accomplished everything possible in resolving his caseWhether or not he could have done this on his own is irrelevant, since he chose professional representation instead of doing it himself

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