International Development Services, Inc.

The enclosed response was forwarded to *** *** *** on December 4, via email

IDS takes issue with the allegations in Mr*** complaint. Mr*** was not subjected to high pressure sales or misrepresentations. IDS provides a variety of business development services to small and medium sized privately held business owners throughout the United
States. Business owners are called to set up an appointment with sales representatives. Sales representatives meet with a business owner and explain these services and IDS' delivery process. IDS provides a low cost business analysis, which will identify areas within a business that are preventing the business from achieving its maximum profit potential. The fee for the services is only payable upon successful completion of the analysis Mr*** executed an agreement to have his business analyzed for a fee of $1,300.00. At the end of the analysis provided on January 11, 2018, Mr*** elected not to retain the IDS consulting services. He did pay the $1,3000.00; no other fees were required. Mr*** executed the authorization for survey indicating his understanding and acceptance of the terms, conditions, and objectives of the services. There was no indication of high pressure sales tactics or "lies" by IDS personnel. It is IDS' policy to deliver services prior to expecting payment for those services. To ensure Mr*** doesn't have any further contact with IDS personnel, his company was placed on the IDS internal Do No Call list and his phone number was blocked electronically

Complaint: ***
I am rejecting this response because: First of all, I am not sure why I have days to respond when IDS was allowed weeks to respond. Secondly, I reviewed my comments and the only language I would like to change is the amount I was quoted - I ***ted 240.00per hourActually, I was told their consultants were per hour(My error) What IDS failed to ***te is that the first invoices and business analysis fee totaled 18,- the balance was to be 47,000.00. A total of 63,+10%. In my opinion they sent the people on the first day to intimidate us into signing their agreements. Once we realized what had happened and within hours of signing we contacted them to cancel. In Georgia, we have days to cancel a contract, under***nding this, we know why the people showed up the next day, flying all over the county to get the contracts signed. Each one charging more than 1,each for travel. We did not ask for this. We were clearly lied to when we were told that work would be done by local people and travel would be minimalWe were lied to when we were told you don't have to pay until you see results and you can cancel at any time. Additionally, I asked to get all these sales people on the phone to discuss what was said and that was not facilitated. If they call handing you a generic template and filling in your information from *** a deliverable than so be it. I call deliverables a plan and results which could not have been obtained because they were too busy convincing us to sign their agreementsWhen I submitted my first complaint I agreed that what was ***ted was true and accurate. Nothing has changedSincerely,*** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Sincerely,
*** ***

Tell us why here...IDS attempts to exceed the goals and objectives of its small and medium sized business owners in every case. The only limitation we recognize is the willingness of a client to change its past practices. If a client refuses to embrace the changes required to return to
profitability, no amount of consulting will be effectiveThe consulting process starts with a telephone call to arrange a time to meet and discuss our services and any concerns a business owner may have. If an appointment results in a business owner agreeing to have the business analyzed, a business analyst will spend one to three days reviewing the administrative, financial, and operational functions. Problems discovered are addressed with the business owner. At the conclusion of the analysis, the business analyst will offer our consulting services to correct the problems. Clients are not required to use our services and in fact may choose to fix the problems themselves, seek local professional assistance, or do nothing at all. Each analysis is unique due to the variations in industry, geography and, personalityBut the business of running a business remains the one constant. It is this business of the business that we attempt to teach our clients.IDS has an Assurance Program that is designed to provide assistance to clients that complete a consulting engagement. Once enrolled in the program, IDS Client Services monitors the operations of the client for an additional twelve months. If it appears that further assistance is required, Client Services personnel will be dispatched to provide additional consulting. There is no cost for this service. The reason that we establish a month period to achieve the 2:return on consulting fees paid is that the changes established during the project must be implemented by the client after we have departed; change does not happen in a day. The IDS contracts for consulting are not complex. It is stated that our clients are free to cancel the engagement on any day and are only obligated to pay for our time and expenses incurred. IDS bills once a week and will provide some flexibility on a case by case basis. In Mr*** case, the decision was made to offer him extended payment terms. The engagement was designed to be completed in hours plus or minus 10%; approximately four weeks. Mr*** declined this accommodationWhile on site, the Project Manager developed a scope of work to address the issues raised during the analysis. Five major goals and objectives were identified:1. Strategic Business Planning. Action items included developing a sales plan and establishing sales controls.2. Organization. Action items included defining the interviewing and hiring process and establishing a structure for sales and management meetings.3. Measurement. Action items included reviewing the accounting methods, making adjustments where necessary to bring the records up to date, providing instruction to staff, reviewing the flow of financial information and chart of accounts, examining cash flow, prioritizing accounts payable and receivable, establishing a profit and expense control system, preparation of financial projections, installation of management financial tools, reviewing computations of burden factory and overheard absorption rates for pricing/costing process, and creation of flash reporting system for shop process.4. Productivity and Reward. Action items included remuneration enhancements to attract and retain sales and customer service oriented employees and consider a Productivity Incentive Program where applicable.5. General Training. Action items included training on the new systems and procedures to educate Managers and Key Employees, Operating Procedures for the use of all reports, forms and methods developed during the project, and training for all applicable staffAll of those goals and objectives would be approved by management prior to installation. This scope of work was presented to Mr*** for his examination and approval. Mr*** refused to sign and approve the scope of work, effectively terminating the consulting engagement. Furthermore, Mr*** refused to approve the invoice for work accomplished, which totaled $9,263.25.It is unfortunate that Mr*** elected to terminate the consulting engagement before any services, beyond the scope of work could be delivered and his stated goals and objectives achieved. As in every situation, it is the clients prerogative to terminate an engagement. In this instance, Mr*** did not receive the value he expected because he refused to allow IDS to implement the scope of work. IDS will be contacting Mr*** in order to address his concerns about our employees. We take his allegations seriously and work diligently to ensure our employees represent IDS in the most professional manner. If we determine that our employees failed to present themselves in appropriately, we will be inclined to void the invoice presented.

*** and *** *** are the owners of *** *** *** ***. On March 8, 2018, a sales representative discussed the services provided by IDS and set an appointment for a business analysis on March 12, 2018. During the analysis, three areas of major concern were identified:
Cash flow Debt StressClient goals and objectives were discussed in the short term as returning to profitability and increasing efficiency. Long term goals were selling the business, and be out of debt, and retire at the same lifestyle. The business analyst explained our process of providing consulting services to Mrand Mrs*** and had them initial their understanding and commitment to this process. The ***' signed an Agreement for Consulting Services which clearly indicated that the goals and objectives they identified would require hours to complete. The Business Analyst made a point of explaining that we work one day at a time; if we don't meet your expectations, you can terminate the engagement. This contractual right is stated within a few lines of Mr***' signature. The contract also clearly describes our invoicing process. We work until the end of every week (Friday). Then we discuss the work accomplished with the client. If the work is satisfactory to the client, we ask to be paid. If our work does not meet a client's expectations, we will work to the point of correction for no charge. At that time, we expect to be paid, except for the consulting hours spent correcting any unsatisfactory work, which is not billed. As the letter written by *** *** on March 23, 2018, states, "...we are convinced of the value that Neal and Corey can bring us, but it just is not affordable for us at this time unless we revert back to what was presented us by Carter...," the only issue here is the misunderstanding regarding payment for consulting services. The consulting services provided to *** *** *** were obviously valued and therefore not a scam as Mrs*** has insinuated. Our information is that the consultants were engaged with Mr*** for majority of the hours that they were allowed to work. With only 1/of the hours completed they cannot honestly expect to receive the benefit and value of a completed engagement. *** *** *** was billed was for hours and expenses. We provided hours of free consulting. Mrs*** is mistaken in her belief that *** *** *** owes IDS for unpaid invoice because she terminated the engagement. She owes IDS because of the work she requested that was completed. IDS does not charge clients for the reminder of a contract after termination. IDS is rightfully entitled to be paid for the work completed. Should Mrs*** wish to contact our collections staff, they would be more than happy to resume their attempts to design a payment plan that *** *** *** can afford

Upon completing the consulting project in March 2017, *** ***’s first call from Client Services indicated she was “very happy.” She said she had been running the family business for years and had gotten so deeply set in their ways they failed to “look outside the box.” She stated
her consultant had helped them to do that, as well as pointing out some deadly flaws in the way things were done. Client Services had no further contact with *** *** until June, when a request was made to call the client who was wanting to discuss pushing out a payment. On 6/22/2017, *** *** contacted *** *** to discuss the sales issues, cash position and what could be done to assist. As was explained during the call, all payment issues are handled by the consulting firm. According to information in the database, the final payment in questions was pushed, continually, from being scheduled on 5/26/17, until finally being deposited on 8/12/17. During that call a request was also made for financial and sales information to see if Client Services could provide any additional assistance On 6/30/2017, *** *** reached out to her consultant with some of her ideas on driving sales and looking for feedback. Everything she listed in her email to her consultant seemed to make sense, moving personnel and assignments in order to achieve more customer contacts and attempt to drive sales. Financial statements for May and June of vswere received on 7/6/17. An analysis of this limited data, along with a statement that no sales metrics had yet been received, was completed and returned on 7/12/17. Since YTD sales were down 3% in the comparison, a large portion of the response focused on sales metrics that had been previously tracked compared to what was being currently tracked to see if we could further focus on the problem areas and find solutions. At this point, a request was made to review the sales compensation plan as they were having trouble recruiting good sales people. To date, no sales metrics or compensation information have been received from *** ***. This analysis continued for a week or so, with no additional information or clarification to questions raised being submitted by *** ***. On 8/16/another email was sent to *** *** detailing needed increases in contacts, evaluation of closing rates, why expenses were up year over year when sales were down and listing reports that Client Services anticipated should be used to track this data, but had never been submitted for review On 8/17/17, *** *** emailed complaining that they had done everything that they were supposed to do, but had seen no results. She also complained of the 5/check which had been deposited on 8/12. Again, we received an email stating that she had “done everything” she was supposed to, but no reporting, data, statistics; anything that could be analyzed and recommendations made on. On 8/19/17, *** *** emailed her consultant stating that she felt *** *** had implied they had not done what they were supposed to and was rude in his email. No implications were made in any email, simply a statement that we cannot analyze what was not received and assistance cannot be provided without information. On 8/21/17, a follow up email was sent from *** *** to *** *** to apologize if she took the prior email as rude and request information again. This email also explained that it was unrealistic to attempt to provide advice or assistance without solid information. *** *** responded to this email on 8/29, but *** *** was out of the country. Another Client Services rep reached out to *** *** asking if he could assist. *** *** explained she felt *** *** had not been helpful, that her consultant was no longer being as responsive and that “she no longer wants anything to do with us.” She was told she was welcome to contact Client Services at any time should she change her mind. Later that day, an email was received (forwarded from the consultant) that *** *** would no longer being using his services IDS and Client Services have always stood behind the work product they produce. In this case, as others, the assistance has been made available to the client. However, if no information is provided, it is very difficult, and would be reckless, to attempt to provide assistance or advice without said information IDS remains willing to assist *** *** should they so request but a refund is not warranted by these circumstances

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Sincerely,
*** ***

Upon completing the consulting project in March 2017, *** ***’s first call from Client Services indicated she was “very happy.” She said she had been running the family business for years and had gotten so deeply set in their ways they failed to “look outside the box.” She stated
her consultant had helped them to do that, as well as pointing out some deadly flaws in the way things were done. Client Services had no further contact with *** *** until June, when a request was made to call the client who was wanting to discuss pushing out a payment. On 6/22/2017, *** *** contacted *** *** to discuss the sales issues, cash position and what could be done to assist. As was explained during the call, all payment issues are handled by the consulting firm. According to information in the database, the final payment in questions was pushed, continually, from being scheduled on 5/26/17, until finally being deposited on 8/12/17. During that call a request was also made for financial and sales information to see if Client Services could provide any additional assistance On 6/30/2017, *** *** reached out to her consultant with some of her ideas on driving sales and looking for feedback. Everything she listed in her email to her consultant seemed to make sense, moving personnel and assignments in order to achieve more customer contacts and attempt to drive sales. Financial statements for May and June of vswere received on 7/6/17. An analysis of this limited data, along with a statement that no sales metrics had yet been received, was completed and returned on 7/12/17. Since YTD sales were down 3% in the comparison, a large portion of the response focused on sales metrics that had been previously tracked compared to what was being currently tracked to see if we could further focus on the problem areas and find solutions. At this point, a request was made to review the sales compensation plan as they were having trouble recruiting good sales people. To date, no sales metrics or compensation information have been received from *** ***. This analysis continued for a week or so, with no additional information or clarification to questions raised being submitted by *** ***. On 8/16/another email was sent to *** *** detailing needed increases in contacts, evaluation of closing rates, why expenses were up year over year when sales were down and listing reports that Client Services anticipated should be used to track this data, but had never been submitted for review On 8/17/17, *** *** emailed complaining that they had done everything that they were supposed to do, but had seen no results. She also complained of the 5/check which had been deposited on 8/12. Again, we received an email stating that she had “done everything” she was supposed to, but no reporting, data, statistics; anything that could be analyzed and recommendations made on. On 8/19/17, *** *** emailed her consultant stating that she felt *** *** had implied they had not done what they were supposed to and was rude in his email. No implications were made in any email, simply a statement that we cannot analyze what was not received and assistance cannot be provided without information. On 8/21/17, a follow up email was sent from *** *** to *** *** to apologize if she took the prior email as rude and request information again. This email also explained that it was unrealistic to attempt to provide advice or assistance without solid information. *** *** responded to this email on 8/29, but *** *** was out of the country. Another Client Services rep reached out to *** *** asking if he could assist. *** *** explained she felt *** *** had not been helpful, that her consultant was no longer being as responsive and that “she no longer wants anything to do with us.” She was told she was welcome to contact Client Services at any time should she change her mind. Later that day, an email was received (forwarded from the consultant) that *** *** would no longer being using his services IDS and Client Services have always stood behind the work product they produce. In this case, as others, the assistance has been made available to the client. However, if no information is provided, it is very difficult, and would be reckless, to attempt to provide assistance or advice without said information IDS remains willing to assist *** *** should they so request but a refund is not warranted by these circumstances.

Complaint: ***
I am rejecting this response because: First of all, I am not sure why I have days to respond when IDS was allowed weeks to respond. Secondly, I reviewed my comments and the only language I would like to change is the amount I was quoted - I ***ted 240.00per hourActually, I was told their consultants were per hour(My error) What IDS failed to ***te is that the first invoices and business analysis fee totaled 18,- the balance was to be 47,000.00. A total of 63,+10%. In my opinion they sent the people on the first day to intimidate us into signing their agreements. Once we realized what had happened and within hours of signing we contacted them to cancel. In Georgia, we have days to cancel a contract, under***nding this, we know why the people showed up the next day, flying all over the county to get the contracts signed. Each one charging more than 1,each for travel. We did not ask for this. We were clearly lied to when we were told that work would be done by local people and travel would be minimalWe were lied to when we were told you don't have to pay until you see results and you can cancel at any time. Additionally, I asked to get all these sales people on the phone to discuss what was said and that was not facilitated. If they call handing you a generic template and filling in your information from *** a deliverable than so be it. I call deliverables a plan and results which could not have been obtained because they were too busy convincing us to sign their agreementsWhen I submitted my first complaint I agreed that what was ***ted was true and accurate. Nothing has changedSincerely,*** ***

IDS provides a variety of business development services to small and medium sized privately held business owners throughout the United ***tes. These businesses are procured from several database services. Business owners are called to set up an appointment for a sales
representative. Sales representatives will spend a short period of time with a business owner explaining these services and our delivery process. IDS provides a low cost business analysis, which will identify areas within a business that are preventing the business from achieving its maximum profit potential. If these areas are of concern for the business owner and our services are requested a contract will be executed detailing the terms of the consulting engagement. It is important to under***nd that business owners do not have to contract with us to fix their problems and the majority of business owners elect to fix their problems without our assi***nceIn this in***nce, Mrand Mrs*** executed an agreement to have their business analyzed for a fee of $1,300.00. The business analyst spent two days at their place of business. Several recommendations were made for improving the efficiency and profitability of operations and administration. Mrand Mrs*** elected to retain the IDS consulting services. The consulting engagement required hours to complete at a cost of $47,+/- 10%. These details were provided to Mrand Mrs*** at the time they retained IDSIn addition, Mrand Mrs*** hired the tax consultants of *** to develop tax strategies for a fee of $15,200. A deposit of 1/of the total fee plus expenses was paid to *** on the first day of the engagement, with the balance due upon delivery of the Strategic Tax ReportsMrand Mrs*** executed all of the documents indicating their under***nding and acceptance of the terms, conditions, and objectives of the engagements. There was no indication of high pressure sales tactics or deceptive practices by IDS personnel. It is IDS' policy to deliver services prior to expecting payment for those services. If there are cash flow difficulties IDS will allow in***llment payments of the weekly invoice and did so in this case. In fact, Mrand Mrs*** were allowed to make two payment on the first invoice. They stopped payment on one check and let the remaining check be cashedIDS elected to write off the amount stop paid by Mrand Mrs***. Approximately fifteen days after engaging ***, Mrand Mrs*** notified *** of their decision to cancel the engagement. *** refunded approximately 1/of the deposit and cancelled the remainder of the contractMrand Mrs*** have a right to complain in any forum they so choose. They do not have a right to disparage the character of IDS without consequences. To characterize IDS as a scam borders on defamation and is at a minimum deceitful. IDS has done everything it could within reason to address Mrand Mrs*** complaints and despite their efforts and good faith attempts the *** continue to make unreasonable demands. There will be no further refund of the small sums retained, as the *** have previously received sub***ntial refunds and write-offs; before the publication of their complaint to the Revdex.com. It is obvious that the *** do not wish to honor their legal obligations. Instead they have chosen to blame IDS for circum***nces that they created

IDS appreciates Mr***'s laudatory comments about our sales and survey representatives. It is always nice to hear that they have done their jobs in an open, transparent, and honest way. Mr***'s comments about his experience with our consulting representatives is both unusual and
troubling. Typically, as was the case here, the business will enter into a contractual agreement with a business owner. The contract for consulting will specify a time and day to begin the engagement. When the Project Manager and Business Consultant arrived at Mr***'s place of business, they were made aware of his unavailability. If he could have made the Project Manager aware of his inability to be present, IDS would have postponed the engagement until he could have been physically present. What is missing from Mr***'s comments is that he had committed to meeting with our consulting personnel so that a project plan could be prepared for his consideration. The agreement that was executed by Mr*** estimated the first day fee at $9,500.00. The cost of the contemplated project was $142,500.00; split into two phases of hours each. Mr*** is exactly correct when he stated that he was in total control of the project and could cancel at any time. He did receive an invoice for the preparation of the project plan and expenses, which he chose not to pay. IDS received no money whatsoever from Mr***. His request for a refund is therefore unfoundedAll of the issues Mr*** raises could have been avoided if he had cancelled the engagement prior to IDS committing its personnel and incurring travel related expenses as he initially requested. IDS believes it to be an unfair characterization of its efforts when all they were doing was attempting to fulfill their obligations to Mr***. IDS seeks no reimbursement for expenses incurred or compensation for the efforts of their staff

Mrs*** is obviously upset.? She has stated her opinion but will not accept our commitment to assisting her to resolve the issues she discusses.? IDS has asked her to communicate with us, but she refuses the invitation.? IDS has hundreds and thousands of very satisfied clients; client who have embraced the necessity of change.? IDS regrets that not every client is satisfied with our process or the results that they obtain from consulting.? If consulting could waive a magic wand and cure all of the problems that business owners face, we would certainly employ that methodology.? Consulting is only as good as a business owner wants to make it.? Without the business owner fully engaged and committed, no consulting will ever be able to change their circumstance for the better.? Mrs*** points to social media as the basis for her beliefs and yet she totally discounts the positive that IDS has accomplished.? She was not surprised and there has been no effort to trick or mislead her or her husband.? IDS is attaching a copies of the contract and other supporting documents as requested.? Once again, IDS looks forward to the opportunity to resolve all of Mrs*** issues in a reasonable, mutually satisfactory way

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to me
Sincerely,
*** ***
?

Following a meeting with a sales representative, Mr*** executed an Authorization for Survey Services to perform a Business Analysis for a fee of $1,payable upon the satisfactory completion of the analysis.? Following a satisfactory completion of the analysis, Mr*** issued a
payment of $1,and executed an Agreement for Services with Strategic Tax Advisors, Inc.? The Agreement called for tax planning and transactional structuring consulting for the professional services fee of $50,000.00, plus per diem and travel expenses.? Pursuant to the Agreement, the Senior Tax Consultant and the Senior Project Manager arrived at Ms***’s place of business on January 6, 2016.? Once they met with Mr***, they were informed he no longer wished to continue the engagement.? As a part of our Client Satisfaction Program, we attempted to contact Mr*** on January 18, 2016, to get his feedback about his interactions with STA and its employees.? Mr*** was not available to take the call, and a message was left with one of his employees It is regrettable that Mr*** did not take the time to talk to Client Services to attempt to resolve his concerns with us directly.? Also, Mr*** is disputing an amount that was paid to STA for tax services, but he filed the complaint against IDS.? We request that this complaint be removed from the IDS’s records as it has been misfiled by the client.? STA has been contacted by IDS and informed of Mr***’s request for refund.? STA has agreed to refund the $1,he has requested.? ?

IDS takes issue with the allegations in Mr*** complaint.? Mr*** was not subjected to high pressure sales or misrepresentations.? ? IDS provides a variety of business development services to small and medium sized privately held business owners throughout the United
States.? Business owners are called to set up an appointment with ? sales representatives.? Sales representatives meet with a business owner and explain these services and IDS' delivery process.? IDS provides a low cost business analysis, which will identify areas within a business that are preventing the business from achieving its maximum profit potential.? The fee for the services is only payable upon successful completion of the analysis? Mr*** executed an agreement to have his business analyzed for a fee of $1,300.00.? At the end of the analysis provided on January 11, 2018, Mr*** elected not to retain the IDS consulting services.? He did pay the $1,3000.00; no other fees were required.? Mr*** executed the authorization for survey indicating his understanding and acceptance of the terms, conditions, and objectives of the services.? There was no indication of high pressure sales tactics or "lies" by IDS personnel.? It is IDS' policy to deliver services prior to expecting payment for those services.? To ensure Mr*** doesn't have any further contact with IDS personnel, his company was placed on the IDS internal Do No Call list and his phone number was blocked electronically

Complaint: [redacted]
I am rejecting this response because: They operate as a tag team, one person calls and you tell them you are not interested, then a different person shows up at your door and you tell them you are not interested but they wont give up and they keep telling you it wont cost you anything unless they provide a profit The exact words are I don't get paid if you don't get paid so you agree as long as it is not going to cost you anything unless they show a profit on our books, then they bring in two different people and those two say something totally different than what the person before them saidSo you ask them to leave and they tell you that they are not going to charge you unless they make you profitable but they need a credit card or post dated check to hold for security but nothing will be cashed unless they show a profit on your books but then they give you a huge invoice and you again ask them to stop what they are doing and leave but they tell you that the invoice is for their records only and after they show a profit on your books they will process those invoices but not before hand and then you see that they are not doing anything but sitting in your conference room on their computers doing a copy and paste off the internet to give you at weeks end with another big invoiceSo now you get forceful and tell them to leave but they wont and you tell them you are not going to pay them but they still don't leave and then the next day they bring in a different guy and you tell him the same thing and you have to get crazy with them and they tell you they will leave but they want you to sign something saying they were at your office so they get paid from their boss and they say their boss will call you to discuss your satisfaction but no one ever calls they just keep sending invoices and charge your credit cardTrust me when I say this is a scam and small business owners like my self need to be warnedIf you [redacted] them you will see the reviews of how many other companies have been scammed
Sincerely,
[redacted]

IDS takes issue with the allegations in *** ***’s complaint.? *** *** was not subjected to any deceptive tactics or misrepresentations.? *** *** contracted with *** *** *** *** *** for Business Valuation.? The timing of delivery was affected by a delay in
receiving vital information from *** ***.? *** *** provided a down payment of $7,133.00, which included $1,for the business analysis.? During the interim between initial data collection and delivery, *** was in contact with *** *** on several occasions.? *** *** refused to pay the remaining balance due in the amount of $11,at delivery.? *** *** and *** entered the agreement for the valuation on June 22nd, a Thursday.? ? *** began work on the valuation on June 26, the following Monday.? On July 25th, days later *** *** was contacted for the purpose of delivering the Business Valuation.? On that same date he sent an email to several IDS personnel threatening to disparage IDS by filing a Revdex.com complaint.? *** regrets that *** *** is not satisfied with the speed in which the business valuation was deliveredIn a separate letter to *** he also complains about the thoroughness of the Valuation.? *** takes great price in producing valuations that will survive intense scrutiny of the *** *** ***, as well as courts of competent jurisdiction, should those circumstances arise.? To do otherwise would be negligent and unnecessarily expose clients to negative tax implications.In view of *** ***’s displeasure, *** will agree to write off the remaining balance of his account, in the amount of $11,407.00.? Should *** *** reject this overture, *** is willing to submit this matter to the *** for arbitration, pursuant to the contract executed by the parties

IDS is a management consulting company providing analytical and consulting services to small and mid-sized businesses owners throughout the United StatesThese are two separate services provided to business owners that are related but distinct in their applicationPrior to accepting a business
owner as a client, IDS performs an analysis of the business in order to determine if there are problems that need to be addressed and would benefit from our consulting services.? Ms*** is correct when she states that our analytical services are free of charge if a business owner is not satisfied with the completion of the analysisShe is incorrect when she attempts to attach that "satisfaction guarantee" to our consulting servicesThere are two separate contracts and the contract for the analysis is the one containing the satisfaction clauseTo date, IDS has received a partial payment for $9,that was returned unpaidTherefore, *** *** has not paid for any consulting services.? IDS always attempts to satisfy its clients and apparently its consultants were doing so when*** *** terminated the engagementIDS would appreciate the opportunity to address any other concerns Ms*** may have regarding our employees and/or our services

Following a meeting with a sales representative, Mr. [redacted] executed an Authorization for Survey Services to perform a Business Analysis for a fee of $1,300.00 payable upon the satisfactory completion of the analysis.  Following a satisfactory completion of the analysis, Mr. [redacted] issued a...

payment of $1,300.00 and executed an Agreement for Services with Strategic Tax Advisors, Inc.  The Agreement called for tax planning and transactional structuring consulting for the professional services fee of $50,000.00, plus per diem and travel expenses.  Pursuant to the Agreement, the Senior Tax Consultant and the Senior Project Manager arrived at Ms. [redacted]’s place of business on January 6, 2016.  Once they met with Mr. [redacted], they were informed he no longer wished to continue the engagement.  As a part of our Client Satisfaction Program, we attempted to contact Mr. [redacted] on January 18, 2016, to get his feedback about his interactions with STA and its employees.  Mr. [redacted] was not available to take the call, and a message was left with one of his employees. It is regrettable that Mr. [redacted] did not take the time to talk to Client Services to attempt to resolve his concerns with us directly.  Also, Mr. [redacted] is disputing an amount that was paid to STA for tax services, but he filed the complaint against IDS.  We request that this complaint be removed from the IDS’s records as it has been misfiled by the client.  STA has been contacted by IDS and informed of Mr. [redacted]’s request for refund.  STA has agreed to refund the $1,137.42 he has requested.