New Life Tax Relief

Initial Business Response / [redacted] (1000, 5, 2016/05/10) */ In response to the complaint: This case has been closed since April of when we set up a resolution for back taxes owedThe clients were made aware that the case was placed on a non-collectible status with the IRS and that the case had been resolved Initial Consumer Rebuttal / [redacted] (3000, 7, 2016/05/11) */ (The consumer indicated he/she DID NOT accept the response from the business.) Cause the IRS took refund after we was told it was resolved

This client hired New Life Tax Relief to prepare tax returns for 2011-Upon a compliance call with the IRS we realized the client also owed back taxes for & 2010. We prepared all returns that the IRS required and sent to the client for signaturesThe client signed the returns
and they were mailed to the appropriate department within the IRSOnce the returns were accepted our enrolled agent set up a payment plan with the IRS on 7/23/The client was aware that he had balances although he didn't understand why he owed the IRSWe explained that he was being paid as an independent contractor for many of these years and was subject to self employment tax and for the years that he was an employee not enough withholdings were taken outWe set up a plan on years 2009-2014.His first payment was due on 8/28/We completed our contracted obligation with the client and set up a resolution for the back taxes that he owed

Initial Business Response /* (1000, 5, 2016/05/19) */
His case been closed since 12/14/and he was asking for his tax return which we mailed to him last year but it seems like he never got it, we spoke to Mr*** this morning and emailed him a copy of taxes

I am rejecting this response because:I chose this company to receive help on back taxes, and or the elimination or help with the failure to file penalties as advertisedThe only thing that New Tax Life has helped me with was file my taxesI could have saved half the money I paid, if that were itOf course, as an individual not well versed in taxes, I was very confused and needed direction and help with my back taxesI would accept New Tax Life, looking into my taxes once more, and helping resolve past issues, once and for all, and I would consider this case closed, as an alternativeThere has to be a way to solve this issue, as I still owe a few thousand dollars, and would consider hiring someone else to look at my taxes, and what has been doneEither help from New Tax Life, or some sort of a refund to find a new tax lawyer

Initial Business Response /* (1000, 5, 2015/06/24) */
This letter is to inform *** *** that New Life Tax Relief received her request for refund of $for fees paid for tax services
Cancellation and Refund Policy
Client has the right to cancel this agreement within
three (3) days from the date of this agreement by notifying New Life Tax Relief in writing as attested by date stamped fax or date stamped email
Client, upon cancellation, can receive up to an 80% refund of the total fee paid as indicated in Section 5.b of this Agreement
Refund amount will be based on preliminary work, evaluation, and the substantial and valuable advice the client received during the interview process
New Life Tax Reliefs total liability to client is limited to the fee paid by the client as evidence in Section (Guarantees) of this Agreement
Client will not receive a refund should the client fail to perform under this Agreement or in breach of any portion of this Agreement
Client Duties
(a) You will (i) be truthful and cooperative with NLTR in the performance of Tax Services, (ii) notify us promptly of any change of your telephone number, physical address, email address or any other contact information, (iii) accurately complete and return within five (5) business days any and all documents we may reasonably request
On 10/28/Tax Representation services were terminated by New Life Tax Relief for failure to communicate by the client *** ***Several emails, messages and notices were sent to client requesting information needed to move forward
Regarding the issue of New Life Tax Relief not obtaining wages from the IRS, New Life Tax Relief did in fact receive wage and income for *** *** from the IRS to begin tax preparationNew Life tax relief did a full compliance report for the client showing balances, penalties and interest due as well as requested and received pertinent tax information for tax preparation for the clientNew Life Tax Relief was not able to obtain wage and income records for *** ***'s deceased husband Gary Ralph ***The client was made aware of this fact and New Life Tax Relief instructed her to obtain records from the social security administration or try to obtain them on her own from the IRS directlyThe difficulty communicating with client forced New Life Tax Relief to terminate our agreement
Even after termination New Life Tax Relief was prepared to reinstate the agreement if the requested information was providedHowever, you chose not to do so
Based on the terms of the agreement, along with the sufficient amount of time spent on communication with you and the IRS, New Life Tax Relief is entitled to retain the full amount paid to us
In the interest of resolving this matter New Life Tax will agree to refund the sum of $100.00(One Hundred Dollars)If you agree with this offer we will send you a general releaseUpon receipt of the signed release, New Life Tax Relief will send you a check for $
Please notify us to resolve this matter
The following is documented correspondences:
Took calls to IRS to find someone that would give me infoThey faxed only partial Wage and IncomeBest Thing is to have tax payer go through Social Security and request wage and income for her and see if they give her his as well
SFR S $25,Sep 18,
SFR S $Sep 18,
SFR S $24,Sept 18,
SFR S $77,June 20,
XXXX-XXXX NOT FILEDNOT REQUIRED BY IRS OLDER THAN YEARS
XXXX-XXXX NTF
$174,
Requested Wage and Income for XXXX-XXXX
Requested Account Transcripts for 2000, 2001, &
called client left message emailed client & mailed client deadline states:
Ms*** ***,
In order to resolve your case, the following information has been requested:
Social Security Card
Please provide this information directly to our office no later than business days prior to the deadline so we may review the items and ask questions or discuss options with youIf we do not receive the information by the established deadline you will be terminated from the programIf you wish to reinstate, reinstatement fees will apply
Mailing Address: New Life Tax Relief
Haven Ave
Rancho Cucamonga CA XXXXX-XXXX
Fax Number: (XXX)XXX-XXXX
Email Address: ***@newlifetaxrelief.com
Sincerely,
deadline 07/11/
Comment posted by *** *** on Mon Jun XX XX:XX am MST 2014:
called client left message emailed client need SS card for compliance call
Comment posted by *** *** on Tue May XX XX:XX pm MST 2014:
Called and l/m on v/m - also emailed client
Comment posted by *** *** on Fri May XX XX:XX pm MST 2014:
Per Notes *** needs copy of client's ssn - emails indicate that on 05/02/Client responded and stated that she requested the copy of the SSN card - Called client and l/m on v/m about this - waiting on response
Once we receive need to send to Joe for Compliance
Comment posted by *** *** on Thu May XX XX:XX pm MST 2014:
called client left message emailed client email states:
From: *** ***
Sent: Thursday, May 01, XXXX X:XX PM
To: '***@hotmail.com'
Subject: New Life Tax Relief-2nd NOTICE
Importance: High
Ms***,
Hi this is *** I am your case worker with New Life Tax Relief
I am trying to contact you in regards to your account
The IRS is not being able to locate your account; we will need a copy of your social security card
Please give me a call at your earliest convenience
Thank you
Comment posted by *** *** on Thu Feb XX XX:XX am PST 2014:
Client called back states that years ago someone tried to steal their identityTried to get SS card with SS office but there are problems is working on getting the card and her docs with SS office in orderwill contact us when everything is in order
Comment posted by *** *** on Wed Feb XX XX:XX pm PST 2014:
Called client left message emailed client need SS card for compliance call
Comment posted by *** *** on Mon Feb XX XX:XX pm PST 2014:
Called client left message emailed client need SS card for compliance call
Comment posted by *** *** on Mon Jan XX XX:XX am PST 2014:
Called client left message emailed client need SS card for compliance call
Comment posted by *** *** on Thu Dec XX XX:XX pm PST 2013:
Spoke with client advised her that the IRS is requesting the SS card states that she will need to go and request it from themCall ended waiting on SS card
Comment posted by *** *** on Fri Sep XX XX:XX pm MST 2013:
Called client left message emailed client need husband's death certificate and also need new POAs with hand signature for her
Entered by *** *** on 9/6/3:12:PM
If you have any questions please feel free to us a call
Sincerely,
New Life Tax Relief
(XXX)XXX-XXXX
Comment posted by Shadi I Badawiya EA New Life Tax Relief on Fri May XX XX:XX pm MST 2015:
Hi ***,
We have received your request for refundCurrently we are in the process of reviewing the notes on your case to see what amount of work was done for the $you paidPlease allow business days for our full review and determination for refund requestWe will contact you once we have made a determination
Sincerely,
New Life Tax Relief
(XXX)XXX-XXXX
New Life Tax Relief
Haven Ave
Rancho Cucamonga CA XXXXX-XXXX
NewLifeTaxRelief
Comment posted by *** *** on Fri May XX XX:XX pm MST 2015:
***,
If I do not get a response by today, I am making a formal complaint with the Bar
Thank you
*** ***(***) ***
*** *** President- Sales Consultant
*** Payroll Solutions
West Jefferson Suite
Kirkwood, MoXXXXX
XXX-XXX-XXXX wk
XXX-XXX-XXXX fax
XXX-XXX-XXXX cell
Other Services Available: Paperless Payroll * Time and Attendance * Employee Self Service * HR Tracking * HR Support Center * G/L Interface * Pay As You Go Workers Comp Insurance * Background Checks * Debit Pay Cards * Time Off Accruals * 24/Online Payroll Entry and Reporting * Affordable Care Act Reporting * Custom Reporting
Forwarded message
From: *** ***
Date: Wed, May 6, at 4:PM
Subject: RE: Law Ofc of *** *** - Transaction Receipt for
To: *** ***
Hi ***,
I forwarded this request over the billing department and your case managerThey assured me someone would get in contact with you by Friday
From: *** *** mailto:***@rapp-ps.com
Sent: Wednesday, May 06, XXXX X:XX AM
To: *** ***
Cc: *** ***
Subject: Re: Law Ofc of *** *** - Transaction Receipt for
Can you please tell me where we are with this refund ***? *** *** *** xxx xx ***
Hi ***,
I have forwarded this r

Initial Business Response /* (1000, 5, 2016/04/05) */
We are currently working on the resolution for the client which includes an installment payment plan and penalty abatement request as stated in his Tax Representation agreement paragraph sub paragraph(e)The client refuses these services and
wants services outside the scope of what he paid for
Initial Consumer Rebuttal /* (3000, 7, 2016/04/05) */
(The consumer indicated he/she DID NOT accept the response from the business.)
Why does it take a formal complaint to the Revdex.com for me to hear from this company? I've yet to get someone on the phone
I haven't gotten any notice of progress on a resolutionI demand that someone reach out to me via phone to discuss in further detail

Initial Business Response /* (1000, 10, 2015/10/22) */
Contact Name and Title: *** ***
Contact Phone: XXX-XXX-XXXX
Contact Email: ***@newlifetaxrelief.com
We are still in the process of working out a resolution with the State for *** ***We have had a hard time communicating
with the client as well but are hoping to be able to get everything resolved for him as soon as we get everything we need to move forward
Initial Consumer Rebuttal /* (3000, 12, 2015/10/26) */
(The consumer indicated he/she DID NOT accept the response from the business.)
J have tried multiple times to contact them and have left numerous requests for a call back which they have not done in months

In March of we filed an Offer in Compromise for this client which was a settlement to reduce the amount that she owed the IRS.It takes between to months for the offer to be acceptedIn September of we got a call from the client that stated she had filed for bankruptcy.You
cannot both file for bankruptcy and have an Offer in Compromise pending with the IRSThe IRS sent her back the settlement offer and let her know that she had to wait for her bankruptcy to be discharged.We did the work for this client and will not be refunding her as a result of something else that she decided to do

Initial Business Response /* (1000, 5, 2016/05/10) */
In response to the complaint: This case has been closed since April of 2015 when we set up a resolution for back taxes owed. The clients were made aware that the case was placed on a non-collectible status with the IRS and that the case had been...

resolved.
Initial Consumer Rebuttal /* (3000, 7, 2016/05/11) */
(The consumer indicated he/she DID NOT accept the response from the business.)
Cause the IRS took refund after we was told it was resolved.

Initial Business Response /* (1000, 13, 2016/02/23) */
[redacted]: The client must be calling our call center telephone line which we are no longer using.
Please contact our direct office line
XXX-XXX-XXXX between the hours of 8AM PST and 5PM PST Mon-Friday and we will be glad to answer any...

questions.

Initial Business Response /* (1000, 12, 2015/10/21) */
We spoke to the client on 9/28/2015 in regards to her concerns about not being able to get through to our company.
The client was using a number that we no longer have instead of our customer service line. The number that she was using was...

only for new clients seeking assistance with their tax matters. Since we are no longer taking on any new clients or advertising any new business we no longer have use for that phone number or our website. She was given the correct number to call regarding her case and was given an update as to what we were waiting on to move forward and resolve her case. To this day we still have not received the necessary information to complete and close her case.
Initial Consumer Rebuttal /* (2000, 14, 2015/10/21) */
I have gotten a response from the business. They contracted me to resolve the matter.
[redacted]

Initial Business Response /* (1000, 11, 2015/10/20) */
Contact Name and Title: [redacted]
Contact Phone: XXX-XXX-XXXX
Contact Email: [redacted]@newlifetaxrelief.com
Our company represented client for both Federal and State Tax issues. There seemed to be a lot of confusion with the client about...

the two separate entities. The client said multiple times that he thought they were the same agency or that the balances could be consolidated into one agency. We explained that was not possible and he owed each agency separately. We set up installment agreements for both [redacted] and [redacted] which the client signed and agreed too. We completed several returns for the client and even obtained withholding and W2 information from the State in order to do the tax returns. The returns we completed were 2002, 2003, 2006, 2008, 2009, 2010, 2011, 2012. When we prepare the returns we give the clients the appropriate information as to where to mail the returns. We set up an installment for the [redacted] on April 1st 2015 which was to begin on May 17th 2015 which wouldn't have been possible if the [redacted] was missing any returns as it is a condition of theirs to have all returns filed before setting up a payment agreement. The client called and informed us that he was being audited for 2014 which was not prepared by our company. He handled that audit himself and any levies or any broken installments as a result of additional taxes owed we were not responsible. The [redacted] installment was set up on 6/19/2015. We feel as though we completed our agreement by preparing and filing his back taxes and setting up installments for both the [redacted] and the [redacted]
Initial Consumer Rebuttal /* (3000, 13, 2015/10/21) */
(The consumer indicated he/she DID NOT accept the response from the business.)
There seemed to be a lot of confusion with the client about the two separate entities because of the information that was being told to me. I gave all paperwork to them and they told me that it was [redacted] and I didn't owe [redacted]. Yes, you claimed that we settled an agreement for $4,000 less than the paperwork that I was getting in the mail. When I kept trying to call, you said that it takes time. I never received that $5,000 aggreement and when I contact the [redacted] myself, I was told that 2012 was not completed.
And in your responce, years 2002, 2003, and 2006 WERE NOT COMPLETED by your company. I have an email sent that says: "Attached you will find your tax returns for XXXX - XXXX."
There was NO [redacted] agreement set up on 6/19/15. That is absolutely false. I set up with the [redacted] personally. I had to set it up myself with the [redacted] and have proof that I contacted them myself and set up an installment agreement. And I am still working things out with the [redacted] MYSELF, with several months of no answers and no return phone calls or emails.
There was no installment agreements set up for [redacted] or [redacted]. And you did not file all the tax returns as you claim to. You did not protect me from levy's and you did not make an agreement settlement. I am not satisfied with this. I would call but you do not return calls or emails once you have taken peoples money.

Initial Business Response /* (1000, 5, 2016/02/16) */
We completed returns for tax years 2012-2014. We are currently waiting on the client to send us back 2014 tax return so we can move forward with resolving his back tax liability for other years that he owes for. Not sure who the client is...

emailing that is not getting back to him but we would love to be able to finish resolving his case and will be following up with him regarding the information we need to be able to move forward.
Initial Consumer Rebuttal /* (3000, 7, 2016/02/16) */
(The consumer indicated he/she DID NOT accept the response from the business.)
Their representative has failed to get back with me on certain deductions to complete the 2014 income tax because their representative put down my wrong SS number on my returns therefore I have been waiting for them to get back with me so they can adjust that and they have failed to do so and they won't answer their phones they will return my phone calls. I have faxed all information to them pertaining to my 2014 taxes they just didn't itemize everything I sent them.

On Thursday April 16th 2015 the enrolled agent assigned to this client's case placed him on a non collectible status.This status meant that the client was in a financial hardship and was not able to make payments on his tax debt.The IRS informed us that if the client wanted to file 2012 and 2013 he...

could file or they would file for him but it would not affect his non collectible status.As of April 16th this case was closed as we did our part and resolved his active collection status with the IRS.If the client owes additional taxes for other years, we are not responsible for putting those years in a non collectible status.The non collectible status could have also defaulted if the client's financial status changed.We will be more than happy to discuss any concerns or questions the client has if he contacts usat ###-###-####

Initial Business Response /* (1000, 8, 2016/07/26) */
This case has been resolved since March 23rd 2015. We placed this client on a payment plan with the IRS which the client had previously agreed too. We also mailed out penalty abatement forms to the client via mail with instructions on how to...

mail them to the IRS. The client was made aware of this and had several conversations with our office of this installment agreement with the IRS. Any additional tax liability or questions the client has regarding his case cannot be addressed through our office since we closed this case over a year ago.
Initial Consumer Rebuttal /* (3000, 10, 2016/07/26) */
(The consumer indicated he/she DID NOT accept the response from the business.)
They payment plant was for the same amount that I owe the IRS . No deductions of penalties or settlement . Why would I accept a payment plant for the amount that I owe the irs with out any deduction . Doesn't make much sense . I wanted I payment plant or settlement for an amount less that I owe them . Not for the same amount plus what I pay new life . I ended up on the losing end . Change my case worker multiple times .