TaxMonkey Advisors

My records show that a credit was issued, but I will re-investigate Should a credit be due I will handle personally and promptly We apologize for the inconvenience The client may call my direct extension should he have questions or wish to discuss That number is: 949-200-83** [redacted]

The Clients statements are again untrue We had been hired to represent the client on April 26, so her comment about the tax return not being due yet is not trueWe contacted the IRS on April 30,and was informed that the client had not filed an extension for and as of this date and time it is missing This client was never informed or advised not to pay her payments to the IRSClient was advised to file the tax return to show the refund This would lower the overall balance as well as put her back in compliance so we could finish her caseThis was conveyed to the client multiple timesThe fact that she, in her own words, is saying she still had to file to get on an installment agreement shows what we have been telling her all along is true FILE AND THEY WILL PUT HER ON AN INSTALLMENT AGREEMENTHer refusal to take our advice is what caused this issue The law is vary clear as to what we can and cannot doOne thing we cannot do is put an individual on an installment agreement without them being in complianceThe client’s need to hear from the IRS what we had been telling her all along was at her own expenseAs we stated in the last response, this all could have been avoided if the client would have just filed when we requested her to do so The clients continued confusion and misrepresentation of her case is a testament of how our interaction with her wentClients pay us for an honest evaluation and resolutionWe do not control the laws, guidelines and procedures of the Internal Revenue ServiceWe do our best to convey any needed information to the client, but it is up to them to provide the necessary documents and information needed to complete the filesThis client did not do so! We consider the matter closed

Refund has been issued to our client We consider the matter closed ***

Tax Monkey is very unresponsiveThey take days to return my calls and emailsI have to follow up with them 3-times before I get a response They have been working on my case for over years and I was told during my consultation that is would take 3-month I Strongly suggest not using Tax-MonkeyOne thing for sure, they are living up to their name

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 After not having received my refund, I filed fraud charges with my bankweek after filing charges, my refund check finally arrived (it arrived over a month and a half since I had first been promised a refund)I called my bank and asked them to stop the fraud charges because my refund Check had arrivedI then deposited the check into my accountOn 9/I was told by my bank that the refund check had been deniedSo it has now been nearly months since I first contacted TaxMonkey and still no one will contact me back or email meI still have not received a refund Regards, [redacted]

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 spoke to [redacted] last Week and was told I had two options. I could either have a refund check sent to me OR I could call my bank and claim those charges were fraudulent and Tax Monkey would not protest the bank returning my money. I said I wanted a check sent by them. I was told by James last Wednesday, August 13th, that a check would be issued and overnighted to me with the refund amount. I was also informed that they would email me a confirmation number. NEITHER of those occurred. It is now Tuesday, August 19th and I have not received a refund check NOR have I received any email confirmation or tracking number. This matter is not resolved because I HAVE NOT BEEN REFUNDED!] Regards, [redacted]

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. For your reference, details of the offer I reviewed appear below
When I made the initial installment plan agreement with the IRS, my taxes weren't even due yet The default on that agreement was due to the company's advice not to honor the IRS agreement and let them negotiate for me a better monthly payment The only thing I neglected to do was to not listen to that company's advice The reasons for visiting IRS had nothing to do with the taxes, but was to re-negotiate a better monthly payment based on my current income and expenses and to appeal to a wage garnishment levied against me (which should not have happened if that company was truly in negotiations with the IRS on my behalf - and p.s- the company never mentioned anything to me about there being a problem with my taxes) Their so-called negotiations not only resulted in an increase of over $more in monthly payments but also a wage garnishment against me
Anyway, at that re-negotiation session the IRS representative only spoke to me - the company's representative didn't even need to be there The first day of that negotiation led to the same agreement IRS and I had before that company came into the pictureThe next day after that meeting, IRS called me and asked did I complete my taxes I told them yes I completed it but had not filed it yet and it would be a refund for over $3, They mentioned that they cannot release the Levy until I submit the tax return into their office so that they can confirm that it was a refund - and I went back to their office the next day and submitted my tax return, and received the Release of Levy
To re-iterate, that re-negotiation session with the IRS (when the company's representative was present), had nothing to do with my taxes not being filed and everything to do with my current income and expenses in order to get a better monthly payment than that company was able to get.
Submitting the taxes the next day (with no representative from the company present), was to release the levy
Regards,
*** ***

This Clients comments are untrue and a request for a full
refund is denied based on the following:
When client hired us she was not in an Installment Agreement
with IRS as she statesShe had a proposed Installment Agreement on the table
but was in default based on the fact she had not filed her Tax ReturnWe
informed the client of this and told her that it is IRS procedure that that
taxpayer must be in compliance with all Tax Returns being filed to be entered
into an Installment AgreementShe told us at that time she would file the Tax
Returns and send us a copyClient only sent us incomplete copies of the
Tax Returns and never filed themClient even admits in her complaint she did
not file the Tax Returns until after our meeting with the IRS and that the
Installment Agreement was based on her filing Taxes
The client refused to file the Tax Returns when asked,
therefore requiring us to go as far as a face-to-face meeting at IRS office in
Laguna Hills, California behalf of the clientThis was the reason for the additional
charges to her accountThe clients statement that we did nothing is ridicules
and we are happy to provide substantial case notes and backup should the issue be pressed Even after the face-to-face meeting the IRS still made it a
requirement to file before the Installment Agreement would be accepted
Now that the client has met her obligation to file with the IRS and the
Installment Agreement has been accepted and the client case is closed with our
company as a resultThe client’s request for a full refund only shows her
consistent attempt to defraud the people she owes money to including the one’s
that are only trying to help herThis all could have been avoided if the
client would have just filed when we requested her to do so

Again, refund has been issued
JJ

A second set of returns were mailed last week, January the 22nd Previously the same returns were sent returns for through on December the 17th and followed up with a phone call The claimant should of received, if not today this week with certainty This company had
repeatedly called, emailed and mailed requests for information that has never been received The matter is serious and the claimant needs to sign the returns and send them to where we designated her do in the instructions that accompanied the returns This is only part I of the project so it is unfortunate that this breakdown has resulted in this We have a firm hour client return call policy so if the claimant called and left messages then they were returned
Thank you,
*** ** *** - President

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.
After not having received my refund, I filed fraud charges with my bank. 1 week after filing charges, my refund check finally arrived (it arrived over a month and a half since I had first been promised a refund). I called my bank and asked them to stop the fraud charges because my refund Check had arrived. I then deposited the check into my account. On 9/15 I was told by my bank that the refund check had been denied. So it has now been nearly 2 months since I first contacted TaxMonkey and still no one will contact me back or email me. I still have not received a refund. 
Regards,
[redacted]

The Clients statements are again untrue.
We had been hired to represent the client on April 26, 2013 so her
comment about the 2012 tax return not being due yet is not true. We contacted
the IRS on April 30,2013 and was informed that the client had not filed an
extension for 2012 and as of this date and time it is missing.
This client was never informed or advised not to pay her payments
to the IRS. Client was advised to file the 2012 tax return to show the refund.
This would lower the overall balance as well as put her back in compliance so
we could finish her case. This was conveyed to the client multiple times. The
fact that she, in her own words, is saying she still had to file 2012 to get on
an installment agreement shows what we have been telling her all along is true.
FILE 2012 AND THEY WILL PUT HER ON AN INSTALLMENT AGREEMENT. Her refusal to
take our advice is what caused this issue.
The law is vary clear as to what we can and cannot do. One thing we
cannot do is put an individual on an installment agreement without them being
in compliance. The client’s need to hear from the IRS what we had been telling
her all along was at her own expense. As we stated in the last response, this
all could have been avoided if the client would have just filed 2012 when we
requested her to do so.
The clients continued confusion and misrepresentation of her case
is a testament of how our interaction with her went. Clients pay us for an
honest evaluation and resolution. We do not control the laws, guidelines and
procedures of the Internal Revenue Service. We do our best to convey any needed
information to the client, but it is up to them to provide the necessary
documents and information needed to complete the files. This client did not do
so!  We consider the matter closed.

Refund has been issued to our client. 
 
We consider the matter closed.
 
[redacted]

My records show that a credit was issued, but I will re-investigate.  Should a credit be due I will handle personally and promptly.  We apologize for the inconvenience.  The client may call my direct extension should he have questions or wish to discuss.  That number is:...

 949-200-83**.
 
[redacted]

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 spoke to [redacted] last Week and was told I had two options. I could either have a refund check sent to me OR I could call my bank and claim those charges were fraudulent and Tax Monkey would not protest the bank returning my money. I said I wanted a check sent by them. I was told by James last Wednesday, August 13th, that a check would be issued and overnighted to me with the refund amount. I was also informed that they would email me a confirmation number. NEITHER of those occurred. It is now Tuesday, August 19th and I have not received a refund check NOR have I received any email confirmation or tracking number. This matter is not resolved because I HAVE NOT BEEN REFUNDED!]
Regards,
[redacted]

Tax Monkey is very unresponsive. They take days to return my calls and emails. I have to follow up with them 3-4 times before I get a response.
They have been working on my case for over 2 years and I was told during my consultation that is would take 3-6 month.
I Strongly suggest not using Tax-Monkey. One thing for sure, they are living up to their name.

Review: Mr. [redacted] M. [redacted], President,The issues regarding Case Number [redacted] has a complaint pending against [redacted] LLC of misrepresentation as Power of Attorney, and IRS Tax Information Authorization, specifically, Internal Revenue Service matters concerning Tax Income 1040 for the periods of 2002-2013. [redacted] LLC (DBA TaxMonkey Advisors) has wrongfully advised, directed and made promissory statements that proved to be predatory in its strategy and are in other violations that have left me in financial hardship as your client. On Friday, December 13, 2013 Mr. Francis [redacted] telephoned to inform me that my situation did not qualify to be a current uncollectible case. Mr. [redacted] further stated that Mr. [redacted], Settlement Officers advice directing me to stop sending monthly payments to the IRS was wrong Mr. [redacted] should have NEVER Directed me to stop paying IRS; Mr. [redacted] stated that since we have made several mistakes regarding your case I will negotiate at no additional cost to you a new and lower monthly payment to IRS that will be more affordable to you. Mr. [redacted] said that as of December 13 a reimbursement will be processed and mailed to me - I never received a dime.The actions pending against [redacted] will be officially processed by the State of Maryland Department of Labor, Licensing and Regulation, Division of Financial Regulation; United States Attorney, [redacted] J. [redacted], U.S. Attorney for the District of Maryland; The Attorney General Consumer Protection Division; and the Greater Maryland Revdex.com, unless my demands are not met. [redacted] has three (3) business 3 days from today January 3, 2014, for me to receive the following balance plus interest after 30 days since November 12, 2013 in the form of a cashier check; 1-Reimbursement for Nov 12, 2013 payment amount $333.00 from Bank of America, N.A. Member FDIC checking account ending [redacted]-Reimbursement for December 12, 2013 payment amountDesired Settlement: November 12, 2013 - Refund of $333.00December 12, 2013 - Refund of $333.00December 13, 2013 - Refund of $333.00December 16, 2013 - Refund of $35.00December 18, 2013 - Refund of $35.00December 31, 2013 - Refund of $35.00Total Amount to be Refunded - $1104.00

Business

Response:

The claimant's facts are distorted and exaggerated.

Review: This company did 3 unauthorized charges to my acct in the amount of $500 in 3 mths. They said it was a billing issue and after 1 nth and several calls they finally refunded $1000. Now 2.5 mths later I'm still waiting for my refund of another $500 and every time I call to speak to someone I only get an answering service who says they can only take a msg & no one ever calls back when I do leave msgs.Desired Settlement: I would like my $500 refunded & all the bank fees I got for my account being over drafted which is $210. It was a $35 fee each time & an additional $35 after five business days being overdrawn. I'm on a fixed income & couldn't afford to bring my bank account positive in the 5 day window.

Review: We have worked with Tax Monkey before and they done a good job for us. I called Tax Monkey and talked to them about doing more of my taxes and they sent me over a billing to sign so they can take the payment out of my account and we could get started but I didn't have the money at that time so I did not sign it. On 03/31/2014 Tax Monkey charged my account $500.00 and $700.00 for the total of $1,200.00 with out my permission, we have contacted them about this matter several times the first 2 times they told us that they will deposit back into our accounts within 3 days but never received it and now they are saying they are investigating it. It is now 6 weeks later and they are still investigating this matter.Desired Settlement: To refund the $1,200.00 back into my account in a timely matter.

Business

Response:

My records show that a credit was issued, but I will re-investigate. Should a credit be due I will handle personally and promptly. We apologize for the inconvenience. The client may call my direct extension should he have questions or wish to discuss. That number is: 949-200-83**.

Review: I paid tax monkey 1500.00 in june of 2013 to file my back taxes of 2007,2008,2009,2010,2011,2012

I have had to call them repeatedly to ask where they are on my taxes. I call them they say they will call me back and never do. I have paid them $1500.00 in June and still do not have my taxes back. When I call them they say that they don't know where the accountant is at. THey say they will call me back and never do. I am getting trouble from IRS for taxes and they won't complete them. I call them daily and they won't return calls or answer phone.,Desired Settlement: I want my taxes completed and mailed to me and a refund for the now 8 months of trouble and constant calling. I don't ask for a total refund but a partial I fill is only right for what they have not done on their end,.

Business

Response:

A second set of returns were mailed last week, January the 22nd. Previously the same returns were sent returns for 2007 through 2010 on December the 17th and followed up with a phone call. The claimant should of received, if not today this week with certainty. This company had repeatedly called, emailed and mailed requests for information that has never been received. The matter is serious and the claimant needs to sign the returns and send them to where we designated her do in the instructions that accompanied the returns. This is only part I of the project so it is unfortunate that this breakdown has resulted in this. We have a firm 24 hour client return call policy so if the claimant called and left messages then they were returned.