National Tax Debt

We are in receipt of Ms [redacted] 's complaint regarding the services she received from our companyMs [redacted] did in fact retain our services for an IRS Offer in Compromise to settle her IRS tax debt of over $36, The services were rendered and provided in full However, the IRS did not agree to a settlement due to the fact that the IRS determined that the client could pay them about $2,each month via a monthly payment plan The IRS determined that the client had this money available as 'disposable income' since they disallowed two parent plus loans she has for her two children The IRS examiners deemed that these loans were not necessary and thus, disallowed the expense Had the loans been the taxpayer's own federally funded student loans, then the expense may have been treated differently The outcome of the offer and the rejections were fully explained to the client during the entire course of the caseIn addition, the IRS liens and how they relate to an IRS offer in compromise was also fully explained to the client In fact, the IRS notices received by each taxpayer who owes money to the IRS further notifies the debtor of the IRS' ability to file federal tax liens In addition, each taxpayer who files an IRS offer in compromise is put on notice directly by the offer unit that lien filings will be made during the course of the offer or soon after the offer is closed In the client's specific case, a lien was filed by the IRS after the offer was closed The timeframe for the filing is in the IRS's hands In fact, most cases like the taxpayer's get liens filed at the time of the original IRS assessment Regardless, the lien filings were appropriately filed by the IRS and the taxpayer should have most certainly been aware that the IRS could and would file such liens When the final payment plan with the IRS was negotiated to include all the balance due years, the government filed the liens to protected their interests--this is standard protocol when the government is owed thousands of dollars The payment plan established was for the lowest possible amount with mapayment terms The taxpayer was subsequently advised that the terms could be adjusted to a direct debit with a lien withdrawal application to address the lien issues she has raisedHowever, Ms [redacted] elected to address her concerns with the IRS directly instead of taking the advise our of tax professionals We are certain though that our efforts have in fact prevented severe collection efforts from taking place against her from February to current such as levies against income sources, levies against bank account, and seizure of assets As discussed with Ms [redacted] during our prior contacts, we are always here to assist her with her IRS issues if she needs our guidance or advice moving forward We have always advocated to place Ms [redacted] in the best position against the government and wish her the very best in her future negotiations with the IRS

This client retained our services for an IRS offer in compromise and installment agreement in an effort to resolve her IRS tax debt She retained us in November of and we completed services in full in March of Prior to agreeing to the terms of our agreement and signing the contract for our services, the client was well aware that guarantees are not made Please reference the engagement letter she herself signed back in November of In addition, she was fully aware of our refund policySince services were rendered in full and for even longer than the month timeframe she paid for, she is not entitled to any refunds Unfortunately, the client is not willing to understand the resolution process and the tremendous amount of work we completed to put her in the best resolution process The IRS did not agree to settle her debt after over months of ongoing negotiations Per IRS calculations and their own internal investigations, the IRS determined that the client had disposable income of $2,each month As a result, they determined that she could full pay her approximate $25,IRS tax debt within the statutory timeframe This was thoroughly explained to the client Furthermore, the $fee the client is referencing is not even a fee charged by our company but rather required by the IRS when submitting an offer Had she not submitted the filing fee to the IRS, then they would rejected her offer for failure to do so In addition, after the appeals unit of the IRS re-evaluated the case and confirmed that the IRS would reject the offer, our company proceeded with an installment agreement for payments of $450/month This payment plan was nearly $less than what her income and expense reflected As such, this was the best resolution and the lowest possible payment plan any company or any tax professional could have obtained on her behalf During the entire time, the client was fully protected against all collection efforts by the IRS, including but not limited to, levies and seizure of assets With our representation and assistance, not only was the client able to establish a resolution with the IRS, but she also avoided devastating levies and seizure which would have devastated her financial situation Unfortunately, the clients claims are grossly incorrect and do not warrant a refund

Please note that we are in receipt of this customer’s complaint Unfortunately, we strongly disagree with the customer for the reasons outlined below Mr& Mrs [redacted] retained our services in August of for resolution of their IRS tax debt via an offer in compromise During this time, not only did we establish full compliance with all IRS filing via prepared tax returns, but also submitted an IRS offer in compromise after preparing the IRS forms required by the government We were able to submit their offer in compromise once all required documentation was obtained, all tax returns were filed, all processing fees paid and all required signed forms were returned to our offices The form signed by the [redacted] ’s confirmed not only the tax debt being settled, but the terms of the offer process which outlines that the government can take up to months to issue a determination The IRS received their Offer in Compromise on 5/10/which was confirmed in writing by the IRS That same letter referenced a statutory date of 9/7/2016—a date the IRS is legally obligated to highlight as the approximate date the IRS will begin reviewing an offer This date is NOT the date on which the IRS will issue a final determination During the following months, the IRS reviewed the offer, requested additional documentation, confirmed compliance with filings and set deadlines for additional items they needed All deadlines were met All requirements were fulfilled The IRS offer in compromise examiner assigned to the case determined that the [redacted] ’s could full pay their IRS tax debt by liquidating a 401k As a result, we submitted an appeal to contest this finding in December of The case was then transferred to an appeals unit for further review and additional negotiations All negotiations were held by our offices and all deadlines were met Unfortunately, the IRS insisted that the [redacted] ’s could pay them in full and thus, sustained the rejection Mr [redacted] highlights in his compliant that he was never told that a garnishment would roll over to the next year We believe his is referencing his refunds since the government does in fact hold on to refunds irrespective of whether there is a pending offer or a pending resolution in place If a taxpayer owes the IRS, then the IRS will hold on to any and all refunds This is not information NTD withheld from the taxpayer Not only was it discussed during several conversations had between October of through 2017, but also outlined on the IRS form which the taxpayer signed before submitting the offer In addition, it fair to state that it is common knowledge that if you owe the IRS, then you are not entitled to a refund since there is back tax debt outstanding The case work completed on their file speaks for itself They were most certainly not “strung along.” A tremendous amount of work had been completed and the services were rendered In addition, information was never misrepresented since this is not a practice within our company As such, a refund was not warranted and will most certainly not be granted us why here

My experience with [redacted] was great as a tax consultant she was the best.She handled my tax and I had a wonderful out come.I would recommend her to everyone I know.Thumbs up for [redacted] !

Client signed an agreement with National Tax Debt for months in the amount of $per monthClient called in to cancel agreement and was advised that she was responsible for the term of the agreement of months She was adamant that she did not want to continue services and we advised client that she had only made monthly payments and in order to satisfy her request we would void out the remaining of her contact, void out future payments, and would no longer be responsible for the payments remaining

I highly recommend National Tax DebtMy experience has been outstandingNational Tax Debt was able to lower my tax debt to 1.3% of the original amount owedThe employees are competent, courteous, thorough, and readily available to answer questions and guide you through the offer in compromise process every step of the wayI truly cannot speak highly enough about National Tax DebtI am so very grateful for all of their time and efforts on my behalfPlease consider National Tax Debt if and/or when you may need help with tax relief from the IRSThey are fabulous

The satff was knowledgeable, helpful and understood the situation I was in The helped prepare and file all needed paperwork in a timely manner and got the best result for me I could have hoped for

Highly Recommended The team at National Tax Debt did an outstanding job! We owed almost $15K in back taxes, now we only owe $ If you are facing a similar situation I highly recommend National Tax Debt

Ms [redacted] retained our services for a settlement of her IRS tax debt to reduce the balance owed When she retained our services, she signed a power of attorney form for us to represent her before the IRS This form was in fact filed with the IRS In fact, we would not have been able to conduct our IRS investigation on 3/18/without this form since it is required by the IRS in order to gain personal tax information on behalf of a taxpayer This fact further proves that our power of attorney was filed with the IRS and that we were working on the fileHad we not had a power of attorney on file, the agents on 3/18/would not have been able to disclosure all her IRS issues to us Thus, Ms [redacted] ’s claims are grossly inaccurate During the course of her case, Ms [redacted] was advised to return a completed questionnaire packet and supporting documentation for all her income and expenses since this is what was needed to work on a settlement of her tax debt We further requested that she return the power of attorney form for her husband, Dexter, since this would also be necessary She was further advised by [redacted] on 4/23/that although she resolved the levy matter on her own, that additional information was needed in order to continue with the IRS settlement process—the main service she retained us forThe resolution she called the IRS for on her own was not a settlement or reduction of tax debt which is what she retained our company to do Had she called us about the levy issue, we would have resolved the issue as well As of 4/23/15, Ms [redacted] had not expressed a request to cancel Our company proceeded to work on her case and wait for her to return the necessary documentation However, on 5/4/15, Ms [redacted] contacted our company to cancel services and then proceeded to request a refund for the payment that was drafted earlier that day per the terms of the legally binding contact she signed with our company back in February Ms [redacted] is well aware of her legal obligations to our company since the contract was both read by her and verbally explained to her during several telephone calls with our staff before she elected to officially retain our services In addition, the fees she paid through 5/4/were for services already performed and rendered Due to her request to cancel on 5/4/15, as a courtesy, we voided out the additional payments due for our services As such, we voided out the remaining payment terms of her contract and revoked our IRS power of attorney Had she requested to cancel before 5/4/15, our company would have voided out her payments prior to the payment due date of 5/4/ At this time, we respectfully decline her request to a refund of our fees due to the work completed on her case Her request for a refund is not warranted under the circumstances In addition, her claims that we were not on file with the IRS are not only grossly inaccurate but impossible given the information and work we were able to complete Given the circumstances, it appears that Ms [redacted] ’s claims may be purposefully made in an attempt to support her refund requestHowever, the case and the work completed through 5/4/speaks for itself Thank you for your time and consideration

I had an absolutely fabulous experience working with National Tax DebtI found myself in a position where I owed over $back in taxes after a tax audit that found errors in my returnWhen I got the final notice from the IRS that I would have to pay back my return plus penalties and fees, I felt my life was overIf I was lucky I could still afford to eat and perhaps keep a roof over my headI searched for options online on my own after seeing commercials on TV for tax debt reliefI was losing sleep every night while going through employment lapses and a reduction in incomeI opted for National Tax Debt based on their credentials and feesMy experience from day one was comforting and informativeThere were no guesses or lack of communicationMy hand was held every step of the wayEvery step was precisely timed and resolved in stagesThe accommodation to make monthly payments on the total fees to resolve the tax debt was a life saver and beyond worth every pennySettlement was less than $and though there was time to finalize that payment I was able to pay an initial amount in agreement to settlement terms and then finalized my final fee payment to National Tax Debt and the remaining balance owed to the IRS in fullI can finally sleep and get my finances back on track including buying new glasses National Tax Debt as been fabulous with the sweetest people who know the heart of customer service, accuracy, and promptnessI highly recommend them

Definitely the best place to get help with ur IRS problem they helped my father with his problem it was a long road but now he's happy and stress free....thank u so much to national tax debt LLC

My experience was greatThey walked me through each step and kept me informed, every step of the wayI would recommend their service to anyone needing help with their tax debt

Simply the bestHonest and they get job done

National Tax Debt settled my $tax debt for $ We were caught in a whirlwind of interest and penalties that we couldn't get out of and this company took the situation over, removing so much stress and worries from our shoulders I highly recommend this company...They were easy to work with and had great communication throughout the entire processMaria Lopez and staff were professional and very thorough Thanks National Tax Debt!!

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below I was called on the by [redacted] to inform me that they would not be working on my case anymore and they never filed any tax returns on my behalf I have all returns signed by the tax professionals that prepared them Regards, [redacted]

NTD must have been sent by an angel and/or my prayers were answeredI felt like the bottom was dropping out of my worldNTD was a dream come trueSorry for all the "mushiness" but this is exactly how I feel!!!! After a long time with no job, unemployment running out, etc this for me was anew lease on my lifeCould not be more greatful for my experience with NTB

National Tax Debt were very helpful in a time when I was very scaredI talked to several people and all of them were very nice and understanding of the stress this situation brought to me and my familyThey got the levy removed before any damage was doneI would recommend them to anyone

I was very happy with the outcome of my offer in compromise with the I.R.SThank you very much for helping me professionallyContinued success to you with what you do

The claims made by Mr [redacted] are blatantly and incorrect Mr [redacted] retained NTD on 11/3/ At that time, he was advised that the [redacted] social security levy could not be released until he was in full compliance with all [redacted] filing requirements In addition, he was advised that a release of levy against social security benefits although immediately obtained, takes time to reflect on his social security benefit statements due to the processing time taken by the [redacted] and Social Security Administration During our conversation with the [redacted] on 11/5/at 9:59am PST, we were able to determine the liabilities Mr [redacted] owes for 2007, 2008, and along with their collection statute expiration dates and filing status This information is only obtained via direct communications with the [redacted] and with a valid [redacted] Power of Attorney During this same call with the ***, we determined that Mr [redacted] had not filed his [redacted] Federal Income tax returns for 2011, and As a direct result, he was not in compliance with the [redacted] filing requirements Mr [redacted] was advised of this update on 11/5/ During this call, NTD obtained a release of levy Once again, Mr [redacted] was further advised that government agencies take 3-weeks process releases of levy when social security benefits have been levied Thus, two days after having retained our services, NTD had already obtained a release of levy on the social security benefits and was waiting for the [redacted] and Social Security Administration offices to process the releasesOn 12/3/15, Mr [redacted] notified NTD that his December benefits were once again levied by the *** We advised him, once again, that the two federal agencies (the [redacted] and the Social Security Administration) must not have full processed the release that we obtained since it generally takes them between 3-weeks to process As company protocol requires, NTD immediately contacted the [redacted] once again regarding this issue on 12/9/and on 12/11/ During both calls, we obtained confirmation that a release of levy was granted and that we merely had to wait for both government agencies to process the releases We even obtained additional collection holds on Mr [redacted] account to prevent any other levies from hitting other sources of income or from hitting his bank accounts We advised the client of these updates during the entire course of his caseNot only did NTD obtain releases of levy for Mr [redacted] and obtain holds against additional levies, but NTD also prepared personal federal income tax returns within the f*t few weeks of retaining our services Furthermore, NTD even negotiated a monthly payment plan with the [redacted] per Mr [redacted] request on 1/29/ We continued to update the taxpayer regarding each [redacted] contact and the progress made on his case NTD is not in the business of fabricating [redacted] updates or misleading clients Mr [redacted] was not only updated by his case manager on several occasions, but also spoke to the department supervisor and lead attorney on 1/29/to discuss his case Thus, Mr [redacted] claims that NTD solely “took his money and did nothing” are grossly inaccurate During the course of Mr [redacted] case, he repeatedly attempted to avoid paying NTD fees and raising frivolous claims against NTD On several occasions, he threatened to stop paying NTD fees as a means to directly manipulate the individuals working on his case and to pressure NTD into doing more work on his file Time and time again, we updated him regarding his case status and continued to diligently complete work on his case NTD thoroughly represented the taxpayer up until he elected to stop making payments for our services Mr [redacted] only made two payments of $to NTD for services rendered from 11/3/through 2/23/ To date, NTD has rendered services that value well over the fees Mr [redacted] has paidPlease note that although Mr [redacted] raised issues regarding a prior employee of NTD, these concerns bare no weight on the casework completed by NTD on his file Mr [redacted] was advised that this individual was a temporary employee of NTD who only worked with NTD as an enrolled agent for less than days This point has no bearing on Mr [redacted] file since the case work was completed by other tax professionals in our offices In sum, NTD diligently worked on Mr [redacted] case The goal was to obtain a release of levy, establish full compliance with all [redacted] filing requirements and negotiate a resolution with the *** This goal was in fact obtained and completed As such, Mr [redacted] claims are blatantly and incorrect Given the facts in this case, perhaps a breach of contract claim should be raised against Mr [redacted] since he elected to not make payment on a legally binding contract he signed with NTD on 11/3/

Over a period of 5 years my company suffered from a major recession. We kept it alive but accrued almost a quarter of a million dollars in IRS debt. National Tax Debt worked very hard on my tax debt situation. National Tax Debt negotiated with the IRS who accepted our "Offer of Compromise" for $238,000. The feelings of relief from my tax debt burden plus no more sleepless nights can hardly be expressed with just a thank you.. It takes time and hard work to receive great results but doesn’t everything in life!