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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 (9)

This message is being sent in response to the Revdex.com complaint filed
by our former client T[redacted]. Mr. [redacted] has implied that our service is a
scam and that he is being badgered with phone calls for payment for services
rendered. I have researched the details of this issue and w[redacted] explain...

my
findings in this message. 
 
Foremost, I would like to address the notion that our service is a
scam. Mr. O[redacted] wanted help negotiating his property's appraised value so that he could pay less in property taxes, so he
signed our contract, which is attached. Directly above Mr. O’[redacted]’s signature,
the contract clearly states, “This agreement supersedes all prior
agreements between you and O’Connor, and w[redacted] remain in effect until cancelled
by either party with a 30 day prior written notice”.   Mr.
O[redacted] states that he called in to cancel our service but no record was found of
this request. If the request to cancel was received by phone, then we would have
cancelled the agreement in writing with a 30 day letter, per our contract. Furthermore,
the Appointment of Agent form which is also attached and signed, states on
steps 5 and 9, “If you do not f[redacted] in a date, the agent’s authority w[redacted]
continue indefinitely. You must file a statement revoking this form or
designate a new agent and the agent’s authority”.  Mr. O’[redacted] opted to leave these steps blank.
Mr. O[redacted] also acknowledged our cancellation procedures by signing our Notice of
Cancellation which explains how to cancel our service at anytime.
 
On February 24th, 2014 we emailed Mr. O[redacted] about our
plans for the upcoming tax year. This correspondence is sent to all of our
active clients. On March 4th, 2014, Mr. R[redacted] emailed that he
would send payment for services rendered in 2013. A request to cancel our
agreement was not made. We received Mr. O[redacted]’s payment and proceeded to the
next phase, which was to contest the new 2014 value per our contract and prior email
sent on Fen 24.  We filed a protest,
attended 2 hearings, and negotiated a lower taxable value on his behalf. His
taxable value was reduced and he benefited by paying $318 less in property taxes,
hence the invoice and collection efforts.
 
Mr. O[redacted]’s desired settlement is for the 2014 charges to be dropped and
the contract immediately canceled. The contract is canceled and a letter
confirming cancellation was sent to Mr. O[redacted] on July 22, 2014, however payment
is st[redacted] outstanding. It is evident that Mr. O[redacted] understood and agreed to our
service, by signing the contracts. We have over 100k clients, who realize the
benefit of monitoring their taxable value every year, since homes are reappraised
every year. Some of our clients, who we have represented since 1997, are thr[redacted]ed
that we negotiate on their behalf every year. The 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 [redacted] Mr. [redacted] has expressed that [redacted] & Associates [redacted] failed miserably by not doing our job and representing him at the appraisal district. I have spoken to Mr. [redacted] apologized for...

any inconvenience that has occurred, and discussed the same findings that I will explain in this message.
 
Mr. [redacted] has been a client of [redacted] since 2008. We have successfully negotiated the appraised value for his home by reducing his taxable value in tax years, 2008, 2009, 2010, 2011, 2013 and as recent as this year, 2014. There seems to now be a misunderstanding of how Mr. [redacted] missed out on information regarding his homestead discount removal. In 2010, Mr. [redacted] changed the name of his property from [redacted] to [redacted] and [redacted]y [redacted] Trust with the [redacted] Due to this change, the homestead exemption was removed the following year in 2011. HCAD did not send a letter to Mr. [redacted] or to [redacted] notifying anyone that the homestead exemption was removed. In 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. [redacted] to contact HCAD to find out why, since he has suffered from this inaccuracy.
 
It is our policy at [redacted], to forward and notify our clients when documents regarding an exemption are received. Applying 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. [redacted] reapplied for the homestead exemption in 2014, HCAD sent a letter to [redacted] which requested additional information about the Trust. We immediately forwarded this document to Mr. [redacted] the very next day so that he could provide the necessary.
 
Fortunately, as explained to Mr. [redacted] upon contacting HCAD today, I was informed that Mr. [redacted] homestead exemption was granted and they are willing to adjust for tax year 2014 and 2013. 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 7 years of a fruitful relationship, it has ended, all due to a misunderstanding. Although 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 offer. Should Mr. [redacted] need assistance protesting his home value in future years, we would gladly welcome him back as our client.
 
Sincerely,
[redacted]
O'Connor & Associates

This
message is being sent in response to the complaint filed by [redacted].
In [redacted]’s complaint, she is requesting proof that we attended her
hearings and would like enlightenment of the current determined values. I have researched
the details of [redacted]’s properties and will...

explain my findings in regards
to it. Please note that a phone call was placed to [redacted] in an attempt
to apologize for the inconvenience and to address her concerns in a personable fashion. [redacted].
[redacted] stated that she did not desire to speak with me and would rather for me
to send her the information requested.
 
[redacted].
[redacted] claims that we “allowed an astronomical increase in value” on her
rental property located on [redacted] Dr. along with an “enormous” increase on her
personal property which is located on [redacted]. For the record, we have no
input in the Appraisal District’s process in determining the proposed value. It
is our job to research and negotiate a lower justifiable value. If 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 [redacted]’s properties. Below are
the details for each property.
 
[redacted]-
On July 9th, we met with the [redacted] ([redacted]) in an
informal hearing. I have attached a copy of sales that were considered during
the hearing. It is important to understand that the current market generally drives
the proposed value when [redacted] assesses a home. They want to know how much are homes
selling for, which by there own account, gives them an idea of the home’s
worth. Here are the sales that support the increase from the [redacted] value of [redacted].
 
Subject: Our
consultant successfully negotiated a lower value of $[redacted]. Although the home’s
value increased, we feel that [redacted] is a fair value given the sales. The recent sales,
which were recorded in [redacted]-14 all support the current appraised value. It 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 owner. Therefore,
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.
 
[redacted]-
Two hearings were held for this property; an informal and formal hearing. The negotiation
was settled on [redacted]. [redacted] is aware of why this property’s value increased
from [redacted] in [redacted] to $[redacted] in [redacted]. 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
added. The MLS listing says the property has over $[redacted] in updates.   The Appraisal District obtained information
about the sale and upgrades which they have recorded as sold on [redacted] for $[redacted]. With
this sale in mind, we were still was able to negotiate a lesser value of [redacted]
on [redacted]’s behalf. The home is currently below market, which is not exactly
appropriately assessed, but [redacted] 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. 
 
[redacted].
[redacted]’s desired settlement is a written apology, full disclosure of
information utilized during the hearing, and proof that we attended. I 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. [redacted] should feel free to call me directly
at [redacted] if she has any further concerns.
 
Kind Regards, [redacted]
O”Connor
& Associates, LP.

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,

It is unfortunate that this issue is st[redacted] not resolved. Mr. O[redacted] 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 Mr. O[redacted] enrolled in a reoccurring program. He 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 signing. In 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 Contract. Mr. O[redacted] signed both, acknowledging his acceptance of  the terms and understanding of how to cancel. Mr. O[redacted] was provided copies of his signed contracts in an attempt to remind him of the policy. Afterwards, Mr. O[redacted], 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 amicably. Mr. O[redacted] is encouraged to contact me directly at 713.375.4353 for further support. We are requesting for this matter to be resolved as we have justified our reasons for attempting to collect debt. Regards,LaToya H[redacted]

This message is being...

sent in response to the complaint filed by Mr. [redacted], in which he claims our firm b[redacted]ed him for representation for a property that he sold. I have researched the details of Mr. [redacted]’s complaint and w[redacted] explain my findings in this letter. It is regrettable that we have not been able to resolve this matter sooner.  I trust that we w[redacted] come to an amicable resolution that eradicates Mr. [redacted]'s concern.
In Mr. [redacted]’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 taxes. I have had several conversations with them and they repeatably fail to admit their mistake, insist the b[redacted] is valid and continue to send me invoices." 
Here are the facts; March 29th, 2012, Mr. [redacted] contacted O'Connor and Associates (O'Connor) to aid in reducing his taxable value. We sent Mr. [redacted] our contract for his signature, should he agree with the terms. He signed the contract on April 19th and returned it to our office. We immediately began to work on his behalf. It is important to realize that the contract states, "This agreement supersedes all prior agreements between you and O'Connor, and w[redacted] remain in effect until cancelled by either party with a 30 day written notice. O'Connor w[redacted] 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 year. Our records indicate, letters were emailed to Mr. [redacted] on 3/12/2013 for the 2013 tax year and 2/25/2014 for the 2014 tax year. Mr. [redacted] did not notify us that the property was sold prior to representation. Per our agreement, we negotiated on our client's behalf and fortunately, the taxable value was reduced. I encourage Mr. [redacted] 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[redacted] waive the invoice. Since Mr. [redacted] st[redacted] has one other property with O'Connor, we look forward to representing him in years to come. Should there be any concerns regarding this matter, I am available M-F 8:30-5PM at 713.375.4353.
Best Regards,
LaToya H[redacted]
Client Resolution Advocate/Customer Service Supervisor.
O’Connor & Associates

Mr. E[redacted],
Please find attached a letter of explantion regarding your recent Revdex.com complaint. We have every desire to address your needs and provide the best solution available to resolve this matter. If after reviewing the documentation provided,  you have questions or concerns that...

have not been addressed you may contact me directly at (713) 375-4025.
 
-Regards,
 
LaShayn M[redacted]
Customer Service Manager

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.  
I was provided all the reasons why O'Connor agreed with [redacted] and documents [redacted] provided to O'Connor; however, I did not receive any documentation that shows O'Connor did their homework and provided [redacted] with their arguments for reductions.  It appears they just agreed with [redacted] with a little negotiations.Additionally, I provided information regarding the cracked foundation and repairs in [redacted] for the [redacted] property (this information was provided to O'Connor).  There was no documentation in the [redacted] 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 [redacted] and sent it via certified mail requesting a response with 10 days.  No call or correspondence as a result of my letter. Additionally, 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 [redacted] 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,

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.  
From: [redacted] Sent: Tuesday, March 03, 2015 2:31 PM To: drteam Subject: Unresolved Complaint ID [redacted]   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 resolved. I did respond and stated that I consider the complaint unresolved.  This message was sent to you on 02-13-2015 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[redacted] would contact me to help in the resolution of my complaint. I have never been contacted by her or any other representative of the company.   I suspect they purposely delay in hopes that their complaint w[redacted] automatically be assumed resolved, Please do not list this complaint as resolved. I think this w[redacted] encourage them to continue to delay and be unresponsive.     Regards,   [redacted]
Regards,

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Address: 100 Technology Park, Route 146, Clifton Park, New York, United States, 12065

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www.cutmytaxes.com

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