Siempre Tax

Dear [redacted] , [redacted] claims that we excluded our service fees before, during and after her tax preparation interview as well as “discriminating” against her because she is not HispanicWe find her claims to lack any facts, evidence, and the appropriate documentation to support her borderline slander.Here are the facts that are supported by accompanying consumer signed documentation:She accepted $in CASH from us as a thank you for doing business with usShe was notified verbally, and by documentation of her accompanying fees, as proven in her signatures agreeing to the pricing & options offeredShe received paperwork in Spanish AND EnglishAs shown in her signed paper work she was given options of how to receive her refund [redacted] received a refund of $8,Her fees totaled $exactly 6.9% of her refund which is hardly price gougingOur fees are set by our Parent Company Liberty Tax Service HQ Virginia Beach, VAAs shown in our attached documentation & pricing, we used Federal IRS Documents to prepare her return and nearly full hours to completeThere are DOZENS of examples of clients needing less or more IRS documents to prepare their returnsThose documents are as follows: IForm Long Form ($149) IIWWage and Tax Statement ($16) IIISchedule EIC ($97) IVForm Additional Child Tax Credit ($45) VForm Paid Preparer’s Earned Income Credit Check ($45) VIForm Credit for Qualified Retirement Savings ($45) VIIForm Health Savings Accounts ($64) VIIIPA Base Rate State Tax Preparation ($69)Our proprietary tax preparation technology/training is designed by Forbes Magazine’s Former Entrepreneur of the Year, CEO John Hewitt and our Parent Company Liberty Tax ServiceThis tax technology is backed by over years of Tax Preparation ExperienceAll of our tax preparers and industry-certified and approved by the IRS via their PTIN’s and background checks [redacted] knowingly signed documentation allowing us to take fees from her refund, and apply for a $Refund Advance Loan, as also shown in her documentationIf she did not choose this she would have had to pay us our fees up-front/out-of-pocket which [redacted] was incapable of doing at the time so with that said, a refund transfer product was selected and corresponding disclosures/acknowledgements were signed e.gForm (included)The Fee for this service is $As shown in her documentation [redacted] was also notified that her $Refund Advance Loan request IS NOT GUARANTEED so she must qualifyThere is no evidence showing that we were obligated to decrease her fees if she failed to qualify for the $Refund Advance LoanOur Operation’s Manager and the owner Erick R [redacted] both spoke to [redacted] prior to her complaint to the Revdex.comShe was not cooperative when we explained to her there was no error on our part when preparing her return and her claims did not fall under our 100% Accuracy/Satisfaction GuaranteeHer attempts to get her tax preparation fees refunded to her, coincidentally after her notification that she did not not qualify for the $Refund Advance, and WITHOUT giving us back the $in cash we gave her, were deniedHer Tax Preparer Jeannie G [redacted] IRS PTIN # [redacted] speaks perfectly good English and spoke to [redacted] in English the entire timeNOT ONCE during the tax preparation interview did [redacted] complain/ request to Jeannie, the Ops Supervisor Nancy J***, OR the Owner Erick R [redacted] about the “Lack” of Fee information etcuntil hours after she received the $in CASH as a thank you for doing business with usThere is no evidence showing we negatively influenced or physically forced [redacted] to sign our documentation as it is company policy to give FREE ESTIMATES.Synopsis:Based on the [redacted] ’s complaint and our own internal investigation we will not be giving restitutionWe believe [redacted] had every opportunity to walk out after we repeatedly mentioned her fees, however because we had the $Refund Advance Loan Product which, if qualified, could get her $in 24hrs AND $in cash she chose to stay and complete her tax preparation processUpon being notified she did not qualify for the $Refund Advance Loan she chose to notify us of her discontentShe acknowledged via signed documentation that, if denied by the bank ( [redacted] ***), she would receive a denial letter from the bank within business daysEvidence suggests that she proceeded to blame us and slander us for price gouging and lying based on this resultFeel free to contact the Owner Erick R [redacted] at ###-###-#### personally.Best Regards,Erick R.Owner

First, I just want to say that this is the first notice that I have received although the letter states that they have recently notified the businessI am in no way trying to avoid responding to the complaintThe customer came in and spoke with me about her situationI listened and was able to resolve the situation for herI apologized for the experience she had and assured her that that is not what our company is aboutThe Customer was very understanding and thanked me for taking the time to hear her out and fix her situationShe stated that that was all she wanted, to be heard and taken care ofI believe she left satisfied and content

First, I just want to say that this is the first notice that I have received although the letter states that they have recently notified the business. I am in no way trying to avoid responding to the complaint. The customer came in and spoke with me about her situation. I listened and was able to...

resolve the situation for her. I apologized for the experience she had and assured her that that is not what our company is about. The Customer was very understanding and thanked me for taking the time to hear her out and fix her situation. She stated that that was all she wanted, to be heard and taken care of. I believe she left satisfied and content.

Dear [redacted],[redacted] claims that we excluded our service fees before, during and after her tax preparation interview as well as “discriminating” against her because she is not Hispanic. We find her claims to lack any facts, evidence, and the appropriate documentation to...

support her borderline slander.Here are the facts that are supported by accompanying consumer signed documentation:1. She accepted $50 in CASH from us as a thank you for doing business with us.
2. She was notified verbally, and by documentation of her accompanying fees, as proven in her signatures agreeing to the pricing & options offered.
3. She received paperwork in Spanish AND English.
4. As shown in her signed paper work she was given options of how to receive her refund.
5. [redacted] received a refund of $8,692. Her fees totaled $606.75 exactly 6.9% of her refund which is hardly price gouging. Our fees are set by our Parent Company Liberty Tax Service HQ Virginia Beach, VA.
6. As shown in our attached documentation & pricing, we used 8 Federal IRS Documents to prepare her return and nearly 2 full hours to complete. There are DOZENS of examples of clients needing less or more IRS documents to prepare their returns. Those documents are as follows:
 I. Form 1040 Long Form ($149)
 II. 1 W2 Wage and Tax Statement ($16)
 III. 1 Schedule EIC ($97)
 IV. 1 Form 8812 Additional Child Tax Credit ($45)
 V. 1 Form 8867 Paid Preparer’s Earned Income Credit Check ($45)
 VI. 1 Form 8880 Credit for Qualified Retirement Savings ($45)
 VII. 1 Form 8889 Health Savings Accounts ($64)
 VIII. PA Base Rate State Tax Preparation ($69)
7. Our proprietary tax preparation technology/training is designed by Forbes Magazine’s Former Entrepreneur of the Year, CEO John Hewitt and our Parent Company Liberty Tax Service. This tax technology is backed by over 40 years of Tax Preparation Experience. All of our tax preparers and industry-certified and approved by the IRS via their PTIN’s and background checks.
8. [redacted] knowingly signed documentation allowing us to take fees from her refund, and apply for a $750 Refund Advance Loan, as also shown in her documentation. If she did not choose this she would have had to pay us our fees up-front/out-of-pocket which [redacted] was incapable of doing at the time so with that said, a refund transfer product was selected and corresponding disclosures/acknowledgements were signed e.g. Form 7216 (included). The Fee for this service is $44.95. As shown in her documentation [redacted] was also notified that her $750 Refund Advance Loan request IS NOT GUARANTEED so she must qualify. There is no evidence showing that we were obligated to decrease her fees if she failed to qualify for the $750 Refund Advance Loan.
9. Our Operation’s Manager and the owner Erick R[redacted] both spoke to [redacted] prior to her complaint to the Revdex.com. She was not cooperative when we explained to her there was no error on our part when preparing her return and her claims did not fall under our 100% Accuracy/Satisfaction Guarantee. Her attempts to get her tax preparation fees refunded to her, coincidentally after her notification that she did not not qualify for the $750 Refund Advance, and WITHOUT giving us back the $50 in cash we gave her, were denied.
10. Her Tax Preparer Jeannie G[redacted] IRS PTIN #[redacted] speaks perfectly good English and spoke to [redacted] in English the entire time.
11. NOT ONCE during the tax preparation interview did [redacted] complain/ request to Jeannie, the Ops Supervisor Nancy J[redacted], OR the Owner Erick R[redacted] about the “Lack” of Fee information etc. until 24 hours after she received the $50 in CASH as a thank you for doing business with us. There is no evidence showing we negatively influenced or physically forced [redacted] to sign our documentation as it is company policy to give FREE
ESTIMATES.Synopsis:Based on the [redacted]’s complaint and our own internal investigation we will not be giving restitution. We believe [redacted] had every opportunity to walk out after we repeatedly mentioned her fees, however because we had the $750 Refund Advance Loan Product which, if qualified, could get her $750 in 24hrs AND $50 in cash she chose to stay and complete her tax preparation process. Upon being notified she did not qualify for the $750 Refund Advance Loan she chose to notify us of her discontent. She acknowledged via signed documentation that, if denied by the bank ([redacted]), she would receive a denial letter from the bank within 10 business days. Evidence suggests that she proceeded to blame us and slander us for price gouging and lying based on this result. Feel free to contact the Owner Erick R[redacted] at ###-###-#### personally.
Best Regards,
Erick R.
Owner

Dear [redacted],[redacted] claims that we excluded our service fees before, during and after her tax preparation interview as well as “discriminating” against her because she is not Hispanic. We find her claims to lack any facts, evidence, and the appropriate documentation to support...

her borderline slander.Here are the facts that are supported by accompanying consumer signed documentation:1. She accepted $50 in CASH from us as a thank you for doing business with us. 2. She was notified verbally, and by documentation of her accompanying fees, as proven in her signatures agreeing to the pricing & options offered. 3. She received paperwork in Spanish AND English. 4. As shown in her signed paper work she was given options of how to receive her refund. 5. [redacted] received a refund of $8,692. Her fees totaled $606.75 exactly 6.9% of her refund which is hardly price gouging. Our fees are set by our Parent Company Liberty Tax Service HQ Virginia Beach, VA. 6. As shown in our attached documentation & pricing, we used 8 Federal IRS Documents to prepare her return and nearly 2 full hours to complete. There are DOZENS of examples of clients needing less or more IRS documents to prepare their returns. Those documents are as follows: I. Form 1040 Long Form ($149) II. 1 W2 Wage and Tax Statement ($16)  III. 1 Schedule EIC ($97)  IV. 1 Form 8812 Additional Child Tax Credit ($45)  V. 1 Form 8867 Paid Preparer’s Earned Income Credit Check ($45)  VI. 1 Form 8880 Credit for Qualified Retirement Savings ($45)  VII. 1 Form 8889 Health Savings Accounts ($64) VIII. PA Base Rate State Tax Preparation ($69)7. Our proprietary tax preparation technology/training is designed by Forbes Magazine’s Former Entrepreneur of the Year, CEO John Hewitt and our Parent Company Liberty Tax Service. This tax technology is backed by over 40 years of Tax Preparation Experience. All of our tax preparers and industry-certified and approved by the IRS via their PTIN’s and background checks.8. [redacted] knowingly signed documentation allowing us to take fees from her refund, and apply for a $750 Refund Advance Loan, as also shown in her documentation. If she did not choose this she would have had to pay us our fees up-front/out-of-pocket which [redacted] was incapable of doing at the time so with that said, a refund transfer product was selected and corresponding disclosures/acknowledgements were signed e.g. Form 7216 (included). The Fee for this service is $44.95. As shown in her documentation [redacted] was also notified that her $750 Refund Advance Loan request IS NOT GUARANTEED so she must qualify. There is no evidence showing that we were obligated to decrease her fees if she failed to qualify for the $750 Refund Advance Loan.9. Our Operation’s Manager and the owner Erick R[redacted] both spoke to [redacted] prior to her complaint to the Revdex.com. She was not cooperative when we explained to her there was no error on our part when preparing her return and her claims did not fall under our 100% Accuracy/Satisfaction Guarantee. Her attempts to get her tax preparation fees refunded to her, coincidentally after her notification that she did not not qualify for the $750 Refund Advance, and WITHOUT giving us back the $50 in cash we gave her, were denied.10. Her Tax Preparer Jeannie G[redacted] IRS PTIN #[redacted] speaks perfectly good English and spoke to [redacted] in English the entire time.11. NOT ONCE during the tax preparation interview did [redacted] complain/ request to Jeannie, the Ops Supervisor Nancy J[redacted], OR the Owner Erick R[redacted] about the “Lack” of Fee information etc. until 24 hours after she received the $50 in CASH as a thank you for doing business with us. There is no evidence showing we negatively influenced or physically forced [redacted] to sign our documentation as it is company policy to give FREE ESTIMATES.Synopsis:Based on the [redacted]’s complaint and our own internal investigation we will not be giving restitution. We believe [redacted] had every opportunity to walk out after we repeatedly mentioned her fees, however because we had the $750 Refund Advance Loan Product which, if qualified, could get her $750 in 24hrs AND $50 in cash she chose to stay and complete her tax preparation process. Upon being notified she did not qualify for the $750 Refund Advance Loan she chose to notify us of her discontent. She acknowledged via signed documentation that, if denied by the bank ([redacted]), she would receive a denial letter from the bank within 10 business days. Evidence suggests that she proceeded to blame us and slander us for price gouging and lying based on this result. Feel free to contact the Owner Erick R[redacted] at ###-###-#### personally.Best Regards,Erick R.Owner