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Patrick O'Connor & Associates, L.P.

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Reviews Patrick O'Connor & Associates, L.P.

Patrick O'Connor & Associates, L.P. Reviews (16)

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 Please see attached Regards,

*** ***,
Thank you for taking the time to communicate to us why our services did not meet your expectationsWe have looked into your complaint and after much review we found that like most homeowner’s who use our service after attempting to use the On-Line Settlement Process
simply do not know how the process worksIt is unfortunate that extreme measures were taken even after our Customer Service Department has attempted to explain the process
*** informs a property owner that their account maybe selected for an on-line settlement offer if they are presented with a realistic opinion of valueOnce the Appraisal District has had the opportunity to review the evidence they will make an offer to the property ownerIf the offer is accepted you will not need to attend any scheduled appointmentThe records will be changed and you will receive confirmations via email and regular mailIf you do not accept or do not respond, you will be scheduled for a Formal hearing
We attended a Formal hearing on 5/30/at which time our agent presented information to the ARB panel on your behalfDuring a formal hearing the ARB will listen to the appraiser, they will listen to the agent, they will look at the evidence and THEY will make a decision on the final valuesAlthough the decision was made on the final value of $187,this was done after our agent attended the scheduled hearing. The initial offer made by *** for the value of $187,was never accepted; therefore the value would not have changed without the efforts made by our agentTranscripts of the formal hearings are available upon request by the Appraisal District
We understand how the process may be confusing however we did nothing wrongInvoice *** was generated as a result of services renderedThe market supported the current appraised value therefore the district made the decision not to reduce the value any furtherI have enclose for your review information from the Appraisal District’s website which explains the entire processI have also enclosed a copy of the ARB Panel Recommendation, which indicates our agent was present at the time of the hearing, although the final values are not satisfactoryA copy of the invoice for payment and the agreement has been provided as wellIf you would like to dicuss any of the information provided please feel free to contact me direclty at *** ***
Sincerely,
*** ***
Customer Service Manager

This message is being sent in response to the complaint filed by Mr*** ***We are currently researching the details of this complaint and w*** respond accordingly by 2/27/Thank you for your patience. Regards,LaToya H***Client Resolution Advocate

From: LaToya H*** Sent: Monday, March 16, 10:AM To: drteam Cc: Lisa S*** Subject: O'Connor & Associates Response to Complaint *** Dear Revdex.com Dispute Resolution Team: This email is being sent in response to Mr*** ***It is unfortunate that his issue remains unresolved; however his concerns have not been ignoredMsLisa S*** w*** contact him again today in an attempt to resolve this matter amicablyI trust once the details are exposed, Mr*** w*** have a better understanding of why we are pursuing legal action and how we can resolve this matterMeanwhile, I am requesting for this complaint to be marked as resolved as any dealings with Mr*** w*** be handled within the parameters of *** debt collections law and not through the Revdex.com Thank you, LaToya H*** Client Resolution Supervisor O’Connor & Associates *** *** *** *** *** *** *** *** *** *** ** *** *** *** *** ** *** *** *** *** *** *** ** *** *** *** *** ** *** *** *** *** *** *** *** ** *** ** *** *** *** ** * *** *** *** *** *** ** *** *** *** *** *** *** ** * *** *** *** *** ** ** *** *** *** *** *** *** *** *** *** *** *** *** ** *** ** *** ** *** *** *** ** ** *** ** *** *** ** *** *** ** *** *** *** *** *** ** *** *** *** *** *** *** ** *** *** *** *** *** *** *** *** *** *** *** *** *** ** *** *** ** ***

Thank for notifying us of the rejection to our responseWe are currently researching the details of *** ***'s property and will respond with our findings by ***. Regards, *** ***

This message is being sent in response to the Revdex.com complaint filed
by our former client T*** O***Mr*** has implied that our service is a
scam and that he is being badgered with phone calls for payment for services
renderedI have researched the details of this issue and w*** explain
my
findings in this message.
Foremost, I would like to address the notion that our service is a
scamMrO*** wanted help negotiating his property's appraised value so that he could pay less in property taxes, so he
signed our contract, which is attachedDirectly above MrO’***’s signature,
the contract clearly states, “This agreement supersedes all prior
agreements between you and O’Connor, and w*** remain in effect until cancelled
by either party with a day prior written notice” Mr
O*** states that he called in to cancel our service but no record was found of
this requestIf the request to cancel was received by phone, then we would have
cancelled the agreement in writing with a day letter, per our contractFurthermore,
the Appointment of Agent form which is also attached and signed, states on
steps and 9, “If you do not f* in a date, the agent’s authority w***
continue indefinitelyYou must file a statement revoking this form or
designate a new agent and the agent’s authority” MrO’*** opted to leave these steps blank
MrO*** also acknowledged our cancellation procedures by signing our Notice of
Cancellation which explains how to cancel our service at anytime
On February 24th, we emailed MrO*** about our
plans for the upcoming tax yearThis correspondence is sent to all of our
active clientsOn March 4th, 2014, MrR*** emailed that he
would send payment for services rendered in A request to cancel our
agreement was not madeWe received MrO***’s payment and proceeded to the
next phase, which was to contest the new value per our contract and prior email
sent on Fen We filed a protest,
attended hearings, and negotiated a lower taxable value on his behalfHis
taxable value was reduced and he benefited by paying $less in property taxes,
hence the invoice and collection efforts
MrO***’s desired settlement is for the charges to be dropped and
the contract immediately canceledThe contract is canceled and a letter
confirming cancellation was sent to MrO*** on July 22, 2014, however payment
is st*** outstandingIt is evident that MrO*** understood and agreed to our
service, by signing the contractsWe have over 100k clients, who realize the
benefit of monitoring their taxable value every year, since homes are reappraised
every yearSome of our clients, who we have represented since 1997, are thr***ed
that we negotiate on their behalf every yearThe objective is to monitor their
properties value to make sure they are fairly taxed

This message is being sent in response to the complaint filed by *** * *** Mr*** has expressed that *** & Associates *** failed miserably by not doing our job and representing him at the appraisal districtI have spoken to Mr*** apologized for
any inconvenience that has occurred, and discussed the same findings that I will explain in this message
Mr*** has been a client of *** since We have successfully negotiated the appraised value for his home by reducing his taxable value in tax years, 2008, 2009, 2010, 2011, and as recent as this year, There seems to now be a misunderstanding of how Mr*** missed out on information regarding his homestead discount removalIn 2010, Mr*** changed the name of his property from *** * *** to *** and ***y *** Trust with the *** *** *** *** *** Due to this change, the homestead exemption was removed the following year in HCAD did not send a letter to Mr*** or to *** notifying anyone that the homestead exemption was removedIn this case, the question becomes why didn’t HCAD inform the property owner or the Tax Agent that the homestead would be removed? I would suggest for Mr*** to contact HCAD to find out why, since he has suffered from this inaccuracy
It is our policy at ***, to forward and notify our clients when documents regarding an exemption are receivedApplying for or maintaining any type of exemption is not a service we offer(We negotiate the taxable value by researching the sales market and formulating an unequal analysis.) When Mr*** reapplied for the homestead exemption in 2014, HCAD sent a letter to *** which requested additional information about the TrustWe immediately forwarded this document to Mr*** the very next day so that he could provide the necessary
Fortunately, as explained to Mr*** upon contacting HCAD today, I was informed that Mr*** homestead exemption was granted and they are willing to adjust for tax year and He will be issued a refund if there is an overpayment and should contact his tax office in regards to this matter
It is unfortunate that after years of a fruitful relationship, it has ended, all due to a misunderstandingAlthough we educate homeowners about the benefit of filing a homestead exemption, per our Property Tax Service Contract, it is merely not a service that we offerShould Mr*** need assistance protesting his home value in future years, we would gladly welcome him back as our client
Sincerely,
*** ***
O'Connor & Associates

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
Please see attached
Regards,

MrE***,
Please find attached a letter of explantion regarding your recent Revdex.com complaintWe have every desire to address your needs and provide the best solution available to resolve this matterIf after reviewing the documentation provided, you have questions or concerns that
have not been addressed you may contact me directly at (713) 375-
-Regards,
LaShayn M***
Customer Service Manager

This message is being
sent in response to the complaint filed by Mr*** ***, in which he claims our firm b***ed him for representation for a property that he soldI have researched the details of Mr***’s complaint and w*** explain my findings in this letterIt is regrettable that we have not been able to resolve this matter sooner I trust that we w*** come to an amicable resolution that eradicates Mr***'s concern
In Mr***’s complaint, he states, "Instead of admitting their error, they insist it is my fault even though I had not heard from them before they started process and had no received any communication from them for a long period prior to them protesting the property taxesI have had several conversations with them and they repeatably fail to admit their mistake, insist the b*** is valid and continue to send me invoices."
Here are the facts; March 29th, 2012, Mr*** contacted O'Connor and Associates (O'Connor) to aid in reducing his taxable valueWe sent Mr*** our contract for his signature, should he agree with the termsHe signed the contract on April 19th and returned it to our officeWe immediately began to work on his behalfIt is important to realize that the contract states, "This agreement supersedes all prior agreements between you and O'Connor, and w*** remain in effect until cancelled by either party with a day written noticeO'Connor w*** continue to protest your property taxes every year until this agreement is cancelled." Also, every year, we send letters to all of our clients before the upcoming tax year to provide us with an update for the condition of the property(s) and to explain our intentions for the protest such as deadlines and possibilities of conducting hearings in the first quarter of the yearOur records indicate, letters were emailed to Mr*** on 3/12/for the tax year and 2/25/for the tax yearMr*** did not notify us that the property was sold prior to representationPer our agreement, we negotiated on our client's behalf and fortunately, the taxable value was reduced. I encourage Mr*** to review the contract (attached), so that he understands that it is not a matter of failing to admit a mistake, instead it is a matter of what is stipulated in the terms
Courteously, we w*** waive the invoiceSince Mr*** st*** has one other property with O'Connor, we look forward to representing him in years to comeShould there be any concerns regarding this matter, I am available M-F 8:30-5PM at
Best Regards,
LaToya H***
Client Resolution Advocate/Customer Service Supervisor
O’Connor & Associates

This
message is being sent in response to the complaint filed by *** ***
In *** ***’s complaint, she is requesting proof that we attended her
hearings and would like enlightenment of the current determined valuesI have researched
the details of *** ***’s properties and will
explain my findings in regards
to itPlease note that a phone call was placed to *** *** in an attempt
to apologize for the inconvenience and to address her concerns in a personable fashion***
*** stated that she did not desire to speak with me and would rather for me
to send her the information requested
***
*** claims that we “allowed an astronomical increase in value” on her
rental property located on *** Dralong with an “enormous” increase on her
personal property which is located on ***For the record, we have no
input in the Appraisal District’s process in determining the proposed valueIt
is our job to research and negotiate a lower justifiable valueIf it is found
that the property is inappropriately assessed, then we take the necessary steps
to have the value adjusted by filing a protest and meeting with the appraisal district
We filed protests and negotiated on both of *** ***’s propertiesBelow are
the details for each property
***-
On July 9th, we met with the *** *** *** *** (***) in an
informal hearingI have attached a copy of sales that were considered during
the hearingIt is important to understand that the current market generally drives
the proposed value when *** assesses a homeThey want to know how much are homes
selling for, which by there own account, gives them an idea of the home’s
worthHere are the sales that support the increase from the *** value of ***
Subject: Our
consultant successfully negotiated a lower value of $***Although the home’s
value increased, we feel that *** is a fair value given the salesThe recent sales,
which were recorded in ***-all support the current appraised valueIt is also
very important to understand that rental homes are not protected by the homestead
10% cap since they are generally not the primary residence of the ownerTherefore,
it is possible and within the law to increase the value of a property based on
the current market and/or upgrades made to the condition of the home
***-
Two hearings were held for this property; an informal and formal hearingThe negotiation
was settled on *** *** is aware of why this property’s value increased
from *** in *** to $*** in ***In a nutshell,
the home was remodeled with extensive upgrades such as custom cabinets,
stainless appliances, Italian marble spa tub, marble counter tops, all flooring,
windows, doors, plumbing, electrical were updated and an outdoor kitchen was
addedThe MLS listing says the property has over $*** in updates The Appraisal District obtained information
about the sale and upgrades which they have recorded as sold on *** for $***With
this sale in mind, we were still was able to negotiate a lesser value of ***
on *** ***’s behalfThe home is currently below market, which is not exactly
appropriately assessed, but *** *** will benefit from the low assessment. Although this home has a homestead exemption now, it did not qualify when the home was assessed.The
information regarding this property is also attached.
***
***’s desired settlement is a written apology, full disclosure of
information utilized during the hearing, and proof that we attendedI have attached
this information and again, we sincerely apologize for any inconvenience. I am aware that it can be very frustrating when you can not acquire information that you need right away; we sincerely apologize for this inconvenience and it is regrettable that the experience with our firm was less than perfect. *** *** should feel free to call me directly
at *** if she has any further concerns
Kind Regards, ***
O”Connor
& Associates, LP

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
From: *** *** *** Sent: Tuesday, March 03, 2:PM To: drteam Subject: Unresolved Complaint ID *** Dear Revdex.com: I received a message from your office stating that my complaint was assumed resolved since I have not responded to your request to confirm that this complaint has been resolvedI did respond and stated that I consider the complaint unresolved. This message was sent to you on 02-13-and is listed among the messages in the stream provided on your site The last response I received from the company indicated that Lisa S*** would contact me to help in the resolution of my complaintI have never been contacted by her or any other representative of the company I suspect they purposely delay in hopes that their complaint w*** automatically be assumed resolved, Please do not list this complaint as resolvedI think this w*** encourage them to continue to delay and be unresponsive Regards, ***
Regards,

Sent: Monday, March 16, 11:AM To: drteam Subject: O'Connor & Associates response to complaint *** Dear Revdex.com Dispute Resolution Team: This message is being sent in response to the complaint filed by *** ***Mr*** claims that O’Connor continued to represent
his property without his knowledgeHe also claims to have attempted to cancel in January of 2014, so he assumed his account was inactiveI have researched the details of Mr***’s complaint and will explain my findings in this letter Mr*** signed up for our property tax service June The terms of our service was explained to him verbally and communicated through the property tax service agreement which Mr*** willingly signedI have attached a copy of the agreement which clearly states in the Length of Agreement section, “This agreement supersedes all prior agreements and will remain in effect until cancelled by either party with a 30- day prior written noticeO’Connor will continue to protest your property taxes every year until this agreement is cancelled”I have also attached a copy of the Appointment of Agent form which is the legal document required to negotiate on a property owner’s behalf in ***On this authorization document, Steps and ask for a date to expire the form or authorization will continue indefinitelyMr*** left the expiration dates blank as majority of our clients do who choose take advantage of negotiating a lower value every year Mr*** claims to have attempted to cancel his account in January I was unable to locate a request to cancel received at that time in our recordsMr*** attempted to prove that his was request was faxed by attaching a copy of the cancellation letter to a more recent letter in which he disputed the outstanding invoiceHowever, I was unable to verify when or if it was originally faxed to our officeThis issue can easily be resolved by sending a copy of the fax transmittal that shows the date and time that the cancellation was faxed to our officeIf it is proven that Mr*** made a good faith attempt to cancel our service prior to the hearing, then we will absolutely take full responsibility for not honoring his request to cancel and the invoice will be waivedThe fax transmittal can be emailed to ***Mr*** should be advised that his account is inactive at this time, per his request Should Mr*** have any concerns, please feel free to contact me directly at *** Best Regards, LaToya H*** Client Resolution Supervisor O’Connor & Associates ***

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
I was provided all the reasons why O'Connor agreed with *** and documents *** provided to O'Connor; however, I did not receive any documentation that shows O'Connor did their homework and provided *** with their arguments for reductions It appears they just agreed with *** with a little negotiations.Additionally, I provided information regarding the cracked foundation and repairs in ***-*** for the *** property (this information was provided to O'Connor) There was no documentation in the *** documents that this was considered There should be a much greater reduction based on that by itself.On another note, its very disturbing that I had to go through the Revdex.com to get action on these issues I even provided a written letter requesting action on *** ** *** and sent it via certified mail requesting a response with days No call or correspondence as a result of my letterAdditionally, according to O'Connor's response to the complaint, they indicated I "did not desire to speak " to them I stated this on the phone because the caller was only citing *** evidence and could not or would not respond to my question on O'Connor's evidence for argument at the hearing(s) It was a very frustrating call plus they called me while I was at work They should be more considerate and ask to call at a convenient time
Regards,

This message is being sent in response to the complaint filed by Mr***It is unfortunate that this issue could not be resolved soonerSince legal action has already began, Mr*** w*** need to contact Lisa S***, Legal Collections Supervisor, for further support regarding
this matterHer direct number is *** We are requesting that this complaint be closed as any further correspondence w*** be addressed judiciallyIt is possible to settle out of court, however, Mr*** should contact MsS*** for assistance with resolution. Regards,LaToya H***

It is unfortunate that this issue is st*** not resolvedMrO*** attached an email, in which he states, " I didn't request this, this year"It has been made clear via his signed contracts and also via recent Revdex.com responses that MrO*** enrolled in a reoccurring programHe also states, " I was not aware that it was never ending(I) Would have never signed it in that case." We can not be held at fault if a client chooses not read our contracts before signingIn an effort to make sure that our clients are fully aware of cancellation procedures, in addition to the cancellation requirements that are written in our contract, we created a separate Cancellation Policy ContractMrO*** signed both, acknowledging his acceptance of the terms and understanding of how to cancelMrO*** was provided copies of his signed contracts in an attempt to remind him of the policyAfterwards, MrO***, claims to have cancelled by phone previously with the "other guy"There are no records of this request. We would like to resolve this issue amicablyMrO*** is encouraged to contact me directly at for further supportWe are requesting for this matter to be resolved as we have justified our reasons for attempting to collect debt. Regards,LaToya H***

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