Liberty Tax Service

July 3, 2017Dear *** ***:I am writing in response to complaint ID ***The client has been misleading in their statement about the situationhave included a copy of a fax dated September 7, that the client requested a copy of their return be faxed to the taxing authorityThey did not
state there was a problem at that timeI did not hear from the client again until June 20, by way of our corporate officeI contacted the client on June 21, by telephoneI requested documentation from the client in reference to the situation on that dateThe client complied with the request and had the taxing authority fax the documentation to my attentionThat documentation is enclosed which clearly shows the taxing authority calculated interest and penalties on more than one occasionPer our written guarantee I used the figures supplied to me by the taxing authority of the initial assessment in addition to $penalty not assessed by the taxing authority at that initial assessmentI spoke to the representative that faxed the information to verify that the client had been notified in writing of monies due to the taxing authorityTheir representative told me verbally that had sent written notices as well as spoke with the client to try to resolve the outstanding issue with their office.The client is taking an unreasonable position in thinking that we should pay tax liability, interest and penalties beyond the Initial assessmentI explained to the client verbally and by letter that I was sending him a check and what that check constitutedThe corporate office was sent documentation of the resolution of the matter and closed the file after receiving that documentation.Sincerely,Bonnie H*** Co-owner

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
I just received an email from you that this complaint has been closedI read message from the businessI was given an invoice on my charges for tax preparation day picked up refund checkEven told the lady I was told $They did not refund me this amount, they were giving me a check for and I told the lady my refund was $She called someone, and she gave me in cash, they were charging me bank fees, so my dispute has not been settledI wasn't even given all my taxes, the lady I saw on June 12th gave me a copy of ALL my tax documentsStill have dispute on amount being chargedThe refund was for bank fees of 40.00 *** *** *** ** *** *** *** *** ** ***

John, Adam and Patrick were great to work withThey were on time, friendly and made sure they were doing exactly what I wanted them to do every step of the way

This letter is in response to the complaint filed by our client, *** * ***.*** *** *** had filed his taxes with Liberty Tax service *** *** *** *-***, Gaitherburg, Md*** on January 30th and transmitted to the IRS and state on 01/30/The return was acknowledged by both
IRS and State on 01/30/2018.*** ***'s refund from federal was expected to be $from federal and $from stateOur tax preparation fees for filing taxes were $*** *** was not able to pay the fees upfront and requested us to deduct the fees from his refundThe invoice, disclosures, authorizations, the Federal and State returns were printed/signed and explained to the client in detail again, before completing the return for *** ***.On 02/06/we explained to *** *** that the IRS did not send the expected amount of $to "*** ***As per the attached document from IRS website, his refund was reduced by $The federal check for *** *** was received by our corporate office for a total of $633.69, out of which $was taken out and a check for $was disbursed to the clientWe provided the attached document and website information to *** ***.We urged *** *** to contact the IRS and talk directly with IRS representative and get more information about his reduced refund amountWe also offered to call the IRS with him but he refused our service.We have followed up with *** *** to assist him any way we can but the communication has been one wayThe following are a list of call times:02/07/11:00am, 02/09/10:00am, 02/10/2:00pm,02/12/10:00am and 3:00pm

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 until for the business to perform this action and, if it does, will consider this complaint resolved
Regards,
*** ***

Taxes were completed in marchAfter over attempts calling corporate office no contact has been made from business owner or franchise owner to me or my husbandState taxes have been amended three separate times due to the negligence and now have to be completely redone to receive state taxes

I called Jopatam to get an estimate on a door repair jobThe company was fast, affordable, professional and the work done was quality! The repairman was friendly and knowledgeableI recommend this company to anyone in need of construction services, remodeling, or repair!

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]
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.
Regards,
*** ***

They were paid for a service that was not received and have not tried to correct.the error of their servicesWe are requesting a refund of charges paid for services not rendered in the amount of $

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 The response that this business made to my complaint was absolutely and Adderly incorrectI can actually provide documents from my bank to prove that there was never an attempt to make a charge on my Debit card and in fact that there were always and I fees in there for it to be chargeIf they tried to charge it, it would have been accepted , because the money was in there I can also provide phone documentation from both mine and my wife’s phone proving that the company never tried to contact meAnd in fact I tried to contact them several times probably about times, leaving messages with employees and on the voicemail and never received a responseI am offended that this business would respond with such lies and in this mannerI do not except this response because it is absolutely not true and I can prove itPlease let me know if you would like any of this documentation for me to prove thisThey apparently recently decided to go ahead and file it without charge because I assume they realize they were in the wrongLike I said, if they were to have attempted to charge my debit card, it would have in fact gone through because the money was there all alongThis business is absolutely sketchy and should not be operating
Regards,
*** ***

On February 5, I went to get my taxes done at this locationIn my situation every yr I am to have an injured spouse form claim done along with the rest of the forms,so I could receive my part of the refundIt is to protect me from not getting garnished because of the back child support owed by my husband.It cost me $ to get the taxes doneI waited almost the weeks for the refund and only received very littleI called the IRS to inquire and I was told that the person who did my taxes marked the wrong cbox which brought my part of the refund low.Now we have to wait an additional weeks for the IRS to send the other portionLiberty Tax offered a voucher for free tax service next year I turned it down because I didn't pay them with a voucher ,I paid with my own moneyNo apology from the tax preparer,but only from the managerI will never go back there againHigh prices and no customer service
Product_Or_Service: Tax preparation

Stock #: ***
***
This review is based on attempting to purchase a *** ***, Stock #: *** V.I.N *** There was lots of water leaking into the vehicle from what appeared to be a slight area of rust where the windshield meets the roof and a cracked windshield The salesman *** *** promised that if I left a deposit, he'd pull the windshield, take photos of any hidden rust and send them to me for my inspection AND promised me a full refund if I didn't approve No photos were sent until the repair was 'complete' The photos of the repair and he clearly stated, they filled the entire area of rust with Bondo *** admitted it And the Bondo covered 60% of where the top edge of the windshield is supposed to seal against solid metal When I saw the Bondo in the photo, I pressed *** to show me photos of the condition before the repair He gave me a story how he lost them Then pressing him harder, he sent me photos of the ar

The attached contract (part 23) is the agreement between Stealth Solar and the client for a panel solar lease. This work was installed, commissioned and operational. all panels are on the roof. There is a second part of the contract for radiant barrier, ***, ***,
insulation and *** ***, this part of the contract was financed and installed per the terms of the contract. Separately the client wanted to purchase a pool heater and additional solar panels to create enough electricity to run the pool heater. This was a separate agreement to be funded through a loan between the client and ***. This was entered into after the attached contract. The client was instructed to contact *** direct and give them the information and codes. We proceeded to install the pool heater at an expense greater than $4,with the understanding she would comply. The client did not follow through with the *** loan. Therefore we have never been paid or notified funds available for the pool heater or the extra panels. We informed the client we would install the extra panels as soon as she completed the loan with ***, this is a direct loan between the client and ***. She has not so the net result is everything this client paid for is installed and working in excess of all manufacturer guarantees. The pool heater is installed and wired and operational and never paid for and the company is out over $4,500. The lease is completed and functioning. The additional products listed above are in stalled and functioning. The third agreement for a pool heater and solar panels is 75% installed and no payments have ever been paid for this product

Thank you for providing us with the opportunity to respond.We have called and left several messages with the client to give us a call back Unfortunately, as of yet we have not heard from the customer We have reviewed our voicemail and checked our emails and have not found any
indication she has previously reached out to us.Again, we have attempted to reach the client to get a better understanding of the issue. Attached is my response to your complaint ID ***.V/R DarrylThank you for providing us at Liberty Tax Service 6301A Richmond Hwy, Alexandria VA the opportunity to address this issueThis is the first I have heard of the issue as the owner and CEO however the client has my pledge to get this issue resolved.I have done some initial due diligence with my staff and they are reasonably confident they have not received any email or other communications from the referenced customerAccording to my staff the client came in earlier in the season and met with an initial preparer but did not have all the required paperworkThe client had a couple more touchpoints with our staff as they continued to compile the requisite paperworkThe client finally came back May 12th, which is after the end of the tax season, to complete the returnThe challenge from our end was that after the tax season, this office operates by reduced manning and by appointmentThis might help explain why client met with several preparers throughout the lifecycle of the tax preparation.I don't doubt the client talked with someone on October 3rd 2016, but current staff has no recollection of a call or conversation and the preparer that closed the return has since taken a new jobWhatever the facts may be regarding communication with the staff, I agree the client has the right to get this resolvedAs I stated above, I will personally address this issue if the client is willing to discuss it with me.What I can say emphatically is no one on our staff has created a fraudulent returnI welcome a call or visit from the client so we can discuss their dissatisfaction and determine the best way to remedy the issue.As of November 4th, I have called and my staff has called and left several messages with the client to give us a call backAs of yet we have not heard anything from the client.Please feel free to contact me at ###-###-#### if there are any questions or I can be of any further assistance.V/RDarry P***President/CEO, Chrysalis4Wealth, Inc dba Liberty Tax Service

Liberty Tax in Russellville, AR messed up our taxesWe paid them more than $ We got our refund for both state and federalThen by May, we got a letter from the state that we owe themNot only that because they "amended" our tax which the state denied, because of the amendment we owe federalIf they did their job the first time, we won't be upset if we owe the governmentVery incompetentThey should be held accountable

LIBERTY TAX SERVICES NEGLECTED TO FILE MY TAX RETURN WITH ALABAMA DEPARTMENT OF REVENUE FOR THE YEAR
IN I FILED MY FEDERAL AND STATE TAXES WITH LIBERTY TAX SERVICES FOR THE YEAR THE PERSON WHO PREPARED MY TAX RETURN WAS SUPPOSE TO FILE BOTH MY RETURNSSHE NEGLECTED TO FILE MY STATE RETURN FOR THAT YEAR (2010)I HAVE REPEATLY CONTACTED LIBERTY TAX AND INFORMED THEM OF THIS ERROR AND KEEP GETTING THE RUN-A-ROUNDTHEY KEEP TELLING THAT THEY HAVE REFERRED THE MATTER BACK TO THE OFFICE WHERE THE SITUATION OCCURRED AND TO CORPORATR HEADQUARTERS, I HAVE NEVER RECEIVED A RESPONSE FROM EITHERTHEN THEY INFORMED ME THAT THEY CAN'T FIND MY RETUERN FOR THAT YEAR, EVEN THOUGH THE FEDERAL (IRS) HAS THEM AND ALABAMA DEPARTMENT FO REVENUE HAS THEMI LOST MY COPIES SINCE I HAVE MOVED AT LEAST THREE TIMES SINCE THIS OCCURREDTHIS ENTIRE MATTER HAS BEEN A HEADACHE WITH ALABAMA PLACING IT IN COLLECTION AND ON MY CREDIT REPORTI RECENTLY TRIED TO ACQUIRE A MORTGAGE TO PURCHASE A HOM

Complaint: ***
I am rejecting this response because:
The information the owner of the business has is not accurateIf you attempt to contact
Liberty Tax Services
** *** *** ***
*** *** ***
###-###-####
The answering machine states that their off season hours are Saturdays 10am to 5pmThis is not soI have attempted numerous times to contact them to no availMy husband and I filed a state and federal tax return on April 15, with this business and they totally
Screwed it upWe have still not received our refund and we want our $back that Liberty Tax charged usI will be pursuing this with the State of Connecticut Attorney General, *** ***If a representative of Liberty Tax
Would have returned my numerous phone calls I would have dropped the matter, but they can not take
Peoples money without providing a service!!!
I will not rest until his matter is resolved
Sincerely,*** ***

We have reviewed your notification of a complaint against our companyIn reviewing our files for this client, we noticed that we have a letter dated July 6, and an email dated 7/15/Shortly after those dates, we reviewed all of the utility statements the client had submitted up to that
timeWe analyzed the limited amount of information received from the client and we transmitted the results of our analysis to the client on July In that letter, we pointed out that the client had received a Limited Energy Savings Guarantee of 17% compared to the months before his solar system was installed and commissioned The analysis that we performed, and which is attached to that letter, revealed that the actual savings realized by the client was 95.15% In that same letter, we requested that the client submit all pages of all of his future utility statements to our office to allow us to monitor his energy utilization and savingsThe client has not submitted any utility statements to our office since that time.We did receive a communication from the client in June 2014, stating that the client had lost the communication link to their leasing companyThere are aware of a number of communications between the client and the leasing company and we have not been advised on the status of that issue.Our last communication with the client was on September At that time, our customer service representative again requested that the client scan and send all pages of their utility statements to our officeThis would allow us to update their energy analysis spreadsheetThe client has not submitted any statements in response to that requestWithout the cooperation of the client, we are unable to update our spreadsheet to review the extent of the client’s savings and system effectiveness and efficiency.We stand behind our products and our personnel and if the client will abide by the requirements of the guarantee, we can determine the extent of the savings that the client is achieving A little cooperation from this client would allow us to determine whether there is any issue Until we receive the required information from the client, we are compelled to stand behind the limited information the client has provided Therefore, we have to rely on the findings contained in our July letter to the client As such, we request that the Bureau close this complaint as unfounded until such time as the client provides the required information

Based on the information my office had when Mr*** filed his taxes with usMr*** was required to file a tax return on his retirement incomeTo resolve Mr***’s complaint he needs to provide my office with a copy of his original Retirement allocation
I asked him have his retirement administrator forward a copy to meTo date I have not received this informationWhen the requested information is received; if it proves he does not need to file I will make the appropriate corrections to Mr***’s filing

paid them to do my taxes,and do a efile they did not send it off for over days,they said they forgot to send it, the mgr wont call me back
I filed jan 21,, they did not transmit my taxes on jan 23rd like they promised, the said they forgot to do it they transmitted it days later on a Thursday after I had told them the irs did not have my taxes, I have left several messages for a manager to call me back and I have had no response ,