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 belowI have not been presented with the results of any settlement service nor have I received results of any investigationThe information discussed after I paid was information provided by meThere was nothing new presented to meI was told me I owed tax for 2009, 2010, 2011, 2013, and
Tax advocate called today and was very unprofessional and rudeThe rep did go into great detail about additional feesI advised him that this call was first time I heard about additional feesThe rep further advised that the conversation between me and *** *** was recordedI asked him to review the recording and If I was advised of additional fees I would drop this case and If not he return feesThe rep called back shortly and did not want to discuss the recordingI again request reimbursement of $paid, per our written agreement
Regards,
*** ***
To Whom This May Concern,
When *** spoke to the Mr*** he stated that he did not have equity in his home, nor stocks, bonds, or 401KHe's wife also verified that information to ***The client also informed the attorney that their expenses were higher than his incomeBut the financial analysis revealed that his household income is $8,which, also left him with a significant residual income We did not refund Mr*** the fee of $2,due to the fact that we informed him prior to submitting the return that he did not qualify for the OIC but, he insisted to the attorney that she submit it OIC regardlessTherefore, the $2,was for the services providedThe attorney worked on his case for monthsThe former clients had a chance to receive the fee but he opted out of the option when he informed the attorney that he wanted for her to submit the documents and also agree to the different optionsWe certainly do work for free, unfortunatelyIn regards to the 50% to 80% which Mr*** claims we stated we would save him that is not entirely trueA thorough reading of the email reveals the following, "This process USUALLY saves clients about 50-80%, " we did not guarantee the the client that we would save him 50% to 80%In regards to the money back the former client was emailed on 09/09/at 9:a.m the following "....There is no risk involved with the tax investigation because there is a 100% money back guaranteeIf we cannot save you a substantial amount of money we will refund your money and also provide you with a copy of our investigation..." We did save the client a significant amount of moneyThe client was on a payment plan of $with his interest compounding half a percent daily and up to 25% a year for six yearsWe placed him in an installment agreement of $for the next six years with a fixed rate of 3% for the yearWith this new arrangement the client will save $11,Therefore, we met our contract by saving him a substantiate amount of money In regards to the $charge, *** informed the client that we would charge for the extra service provided and the client stated the following "go ahead."
Please see the attachment reflecting emails that were sent to Mr***Could Mr*** provide us with some evidence supporting his statements.
Kindly,
TAP
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
I paid $for tax services and received absolutely nothingAfter paying *** *** called and advised me I owed for taxesHe provided the exact information I provided and nothing more*** *** told me their services would cost $and nothing more...until I paid the $and was then told that another $was needed to resolve.
The employee who is replying to this email told me all conversations were recordedWe both agreed that he would listen to the recording and If I was advised that there would be additional charges he would retain fees paid, If not he would return the fees.
Once he called back he did not want to discuss the recordingsThis issue can be quickly resolved by the recordings being reviewed by Revdex.com
Regards,
*** ***
When I came to Taxpayer Advocate Professionals I owed $10,000 to the IRS and they were garnishing my paychecks. I’ve not filed for 2010, 2011, 2012, and 2013. When I first spoke to [redacted] she was very friendly and helped calm my fears. [redacted] (the tax attorney) was able to stop my wage garnishment and [redacted] (the CPA) filed for the years of that needed to be filed. Upon [redacted] completing my tax returns I only owed $1,600. However, they did not stop there [redacted] was able to get me a penalty abatement for $1,500. Now I only owe the IRS $100. But the amazing part is that [redacted] was able to get me a refund from the state of California for about $2,300. I will be referring all of my friends and family members to them. Give them a try you won’t regret it!
Mr. [redacted] did not read his contract and only wants to hear what he wants to hear. He signed up for a tax investigation for the amount of $395.00. The tax investigation was completed in less then two week and we could save him a lot of money. He does not want to pay for the...
services to complete the work. Therefor we can't save him money, till he pays for the work. As it is clearly stated on page 5 of the retainer agreement he signed up for a Tax Investigation only and there will be additional fee's. He claims that [redacted] didn't inform him of other fee's, I believe it to be an untrue fact. Further more he should of read the simple contract that he signed.
I would like to let you know how much I appreciate Mr. **'s assistance with my tax issues. I believe he should be applauded for his qualities. He has been able to calm me down when I have been stressed beyond imagination. He has been able to talk to me and make me feel at ease during all of our conversations. Every time I call him, he is very informed and informative of all that is going on with my situation. The CPA and Tax Attorney always call me when they need something. Even when I am wound up tighter than a drum Mr. ** remains very calm, never raises his voice, listens to my questions and comments and manages to put me back to being calm and confident. I truly believe Mr. ** should be commended for his commitment to his job and his client's. I am recommending Tax Payer Advocate Professionals to all of my family and friends. With the help of them I can finally breathe again. Thanks Tax Payer Advocate Professionals and I can't forget the staff, they are "AWESOME".
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.Before I had TAP go into the offer in compromise, I told them that I was refinancing. [redacted] said that's ok and I paid them $495 to get them started. She said it is highly likely that they can get the OIC and if they can't I will have a refund of my retainer fee. So they asked me for a payment of $2000, which I paid. According to the initial letter they said that it would cost me no more than $1500. After refinancing I forwarded all the documentation to the Lawyer which revealed my current financial status. After reviewing my financials, they told me that I would not be able to get the OIC. Why TAP didn't refund my retainer fee at that time in accordance with the contract I don't know but the lawyer gave me alternatives in which I agreed to pursue. She was aware of a medication I was taking and through a mistake that the medical billing made I received a bill for $2500. I made her aware of these things as they happened. About a week later, it was discovered that it was a mistake and I made the lawyer aware of it. After this they suggested that they can get me into a payment plan so I agreed. They got me into a payment plan at $540 for six years. Which amounts to $38880. Although, the payment is less than $700, it did not reduce my total bill by 50% to 80% which they claim they could do. I sent a letter to TAP requesting my retainer fee and I got a call from [redacted], who accused me of lying and cheating and he threatened to charge me $500 for all the extra work that they did. Throughout the process, there was no talk or indication of extra fees. I told him I was not going to pay him. Couple hours later, I checked my bank account and there was a debit of $500 so I called my bank and told them that I did not authorize it. To prevent TAP from doing it again, the bank suggested that I close the account and get a new card. This had put a great inconvenience for me. I don't appreciate the way Mark [redacted] talked to me and accusing me of things that I did not do. It all started with my letter to TAP requesting my refund. I received a letter from Mark, which crossed in the mail with my letter, thanking me for choosing TAP with an offer of $25 off my filing fee. If they knew from the start and I mean when I provided them the bank statements and financials, that I couldn't qualify for the OIC, they could have refunded my retainer fee rather than make all the suggestions for me to continue on. I want my retainer fee of $2495 plus the $500 that you charged my account without my permission.
To Whom This May Concern, When [redacted] spoke to the Mr. [redacted] he stated that he did not have equity in his home, nor stocks, bonds, or 401K. He's wife also verified that information to [redacted]. The client also informed the attorney that their expenses were higher than his income. But the financial analysis revealed that his household income is $8,000 which, also left him with a significant residual income. We did not refund Mr. [redacted] the fee of $2,000 due to the fact that we informed him prior to submitting the return that he did not qualify for the OIC but, he insisted to the attorney that she submit it OIC regardless. Therefore, the $2,000 was for the services provided. The attorney worked on his case for 5 months. The former clients had a chance to receive the fee but he opted out of the option when he informed the attorney that he wanted for her to submit the documents and also agree to the different options. We certainly do work for free, unfortunately. In regards to the 50% to 80% which Mr. [redacted] claims we stated we would save him that is not entirely true. A thorough reading of the email reveals the following, "This process USUALLY saves clients about 50-80%, " we did not guarantee the the client that we would save him 50% to 80%. In regards to the money back the former client was emailed on 09/09/2014 at 9:43 a.m the following "....There is no risk involved with the tax investigation because there is a 100% money back guarantee. If we cannot save you a substantial amount of money we will refund your money and also provide you with a copy of our investigation..." We did save the client a significant amount of money. The client was on a payment plan of $700 with his interest compounding half a percent daily and up to 25% a year for six years. We placed him in an installment agreement of $540 for the next six years with a fixed rate of 3% for the year. With this new arrangement the client will save $11,520. Therefore, we met our contract by saving him a substantiate amount of money. In regards to the $500 charge, [redacted] informed the client that we would charge for the extra service provided and the client stated the following "go ahead." Please see the attachment reflecting emails that were sent to Mr. [redacted]. Could Mr. [redacted] provide us with some evidence supporting his statements. Kindly, TAP
To whom it may concern
Upon contacting Mr. [redacted] we discussed that we would conduct a tax investigation in order to see if we could better his tax situation. Prior to conducting a tax investigation, [redacted] (Mr. [redacted]'s settlement officer) conducted a quick interview...
where she inquired about his finances. Per Mr. [redacted] he could no longer afford to continue his monthly payments of $700 due to the fact his wife is permanently disabled; he then stated that he had to obtain two part-time jobs in order to continue his payments to the IRS. She then asked the client if he had any assets, equity in his home, stocks, bonds, or 401K which the client answered all with a no. With the information that Mr. [redacted] provided us with we conducted a tax investigation and informed him that we could do an offer in compromise based on the information he provided us with. Per his initial conversation he met all the criterias for the offer in compromise. The attorney then requested documents from Mr. [redacted] in order to prepare his a financials. Upon receiving and completing his financials the attorney informed him that he did not qualify for the offer compromise due to the fact that he refinance his home in the middle of the process. The client withheld the fact that he had $29,000.00 in his savings account which the attorney uncovered in his bank statement when preparing his financials. Mr. [redacted] insisted that our attorney submit the offer regardless of her professionals input. The offer was of course rejected by the IRS. The client then wanted for us to place him in a currently non-collectible status per client he had medical bills every month for the amount of $2,800. The attorney prepared the financials in order to place him in that program but prior to submitting his financial the attorney requested proof of those medical bills. The client then responded via email and stated that it he did not have the proof there was a mistake from the hospital billing department and he no longer had to pay for those medicines. The attorney then placed him in an installment agreement program for the amount of $540 his original installment was for the amount of $700 with the same amount of payments. Which would save him $11,520. Mr. [redacted] responded with an email stating he was content with the installment agreement.
To whom it may concern Upon contacting Mr. [redacted] we discussed that we would conduct a tax investigation in order to see if we could better his tax situation. Prior to conducting a tax investigation, [redacted] (Mr. [redacted]'s settlement officer) conducted a quick interview where she inquired...
about his finances. Per Mr. [redacted] he could no longer afford to continue his monthly payments of $700 due to the fact his wife is permanently disabled; he then stated that he had to obtain two part-time jobs in order to continue his payments to the IRS. She then asked the client if he had any assets, equity in his home, stocks, bonds, or 401K which the client answered all with a no. With the information that Mr. [redacted] provided us with we conducted a tax investigation and informed him that we could do an offer in compromise based on the information he provided us with. Per his initial conversation he met all the criterias for the offer in compromise. The attorney then requested documents from Mr. [redacted] in order to prepare his a financials. Upon receiving and completing his financials the attorney informed him that he did not qualify for the offer compromise due to the fact that he refinance his home in the middle of the process. The client withheld the fact that he had $29,000.00 in his savings account which the attorney uncovered in his bank statement when preparing his financials. Mr. [redacted] insisted that our attorney submit the offer regardless of her professionals input. The offer was of course rejected by the IRS. The client then wanted for us to place him in a currently non-collectible status per client he had medical bills every month for the amount of $2,800. The attorney prepared the financials in order to place him in that program but prior to submitting his financial the attorney requested proof of those medical bills. The client then responded via email and stated that it he did not have the proof there was a mistake from the hospital billing department and he no longer had to pay for those medicines. The attorney then placed him in an installment agreement program for the amount of $540 his original installment was for the amount of $700 with the same amount of payments. Which would save him $11,520. Mr. [redacted] responded with an email stating he was content with the installment agreement.
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 belowI have not been presented with the results of any settlement service nor have I received results of any investigationThe information discussed after I paid was information provided by meThere was nothing new presented to meI was told me I owed tax for 2009, 2010, 2011, 2013, and
Tax advocate called today and was very unprofessional and rudeThe rep did go into great detail about additional feesI advised him that this call was first time I heard about additional feesThe rep further advised that the conversation between me and *** *** was recordedI asked him to review the recording and If I was advised of additional fees I would drop this case and If not he return feesThe rep called back shortly and did not want to discuss the recordingI again request reimbursement of $paid, per our written agreement
Regards,
*** ***
To Whom This May Concern,
When *** spoke to the Mr*** he stated that he did not have equity in his home, nor stocks, bonds, or 401KHe's wife also verified that information to ***The client also informed the attorney that their expenses were higher than his incomeBut the financial analysis revealed that his household income is $8,which, also left him with a significant residual income We did not refund Mr*** the fee of $2,due to the fact that we informed him prior to submitting the return that he did not qualify for the OIC but, he insisted to the attorney that she submit it OIC regardlessTherefore, the $2,was for the services providedThe attorney worked on his case for monthsThe former clients had a chance to receive the fee but he opted out of the option when he informed the attorney that he wanted for her to submit the documents and also agree to the different optionsWe certainly do work for free, unfortunatelyIn regards to the 50% to 80% which Mr*** claims we stated we would save him that is not entirely trueA thorough reading of the email reveals the following, "This process USUALLY saves clients about 50-80%, " we did not guarantee the the client that we would save him 50% to 80%In regards to the money back the former client was emailed on 09/09/at 9:a.m the following "....There is no risk involved with the tax investigation because there is a 100% money back guaranteeIf we cannot save you a substantial amount of money we will refund your money and also provide you with a copy of our investigation..." We did save the client a significant amount of moneyThe client was on a payment plan of $with his interest compounding half a percent daily and up to 25% a year for six yearsWe placed him in an installment agreement of $for the next six years with a fixed rate of 3% for the yearWith this new arrangement the client will save $11,Therefore, we met our contract by saving him a substantiate amount of money In regards to the $charge, *** informed the client that we would charge for the extra service provided and the client stated the following "go ahead."
Please see the attachment reflecting emails that were sent to Mr***Could Mr*** provide us with some evidence supporting his statements.
Kindly,
TAP
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
I paid $for tax services and received absolutely nothingAfter paying *** *** called and advised me I owed for taxesHe provided the exact information I provided and nothing more*** *** told me their services would cost $and nothing more...until I paid the $and was then told that another $was needed to resolve.
The employee who is replying to this email told me all conversations were recordedWe both agreed that he would listen to the recording and If I was advised that there would be additional charges he would retain fees paid, If not he would return the fees.
Once he called back he did not want to discuss the recordingsThis issue can be quickly resolved by the recordings being reviewed by Revdex.com
Regards,
*** ***
When I came to Taxpayer Advocate Professionals I owed $10,000 to the IRS and they were garnishing my paychecks. I’ve not filed for 2010, 2011, 2012, and 2013. When I first spoke to [redacted] she was very friendly and helped calm my fears. [redacted] (the tax attorney) was able to stop my wage garnishment and [redacted] (the CPA) filed for the years of that needed to be filed. Upon [redacted] completing my tax returns I only owed $1,600. However, they did not stop there [redacted] was able to get me a penalty abatement for $1,500. Now I only owe the IRS $100. But the amazing part is that [redacted] was able to get me a refund from the state of California for about $2,300. I will be referring all of my friends and family members to them. Give them a try you won’t regret it!
Mr. [redacted] did not read his contract and only wants to hear what he wants to hear. He signed up for a tax investigation for the amount of $395.00. The tax investigation was completed in less then two week and we could save him a lot of money. He does not want to pay for the...
services to complete the work. Therefor we can't save him money, till he pays for the work. As it is clearly stated on page 5 of the retainer agreement he signed up for a Tax Investigation only and there will be additional fee's. He claims that [redacted] didn't inform him of other fee's, I believe it to be an untrue fact. Further more he should of read the simple contract that he signed.
[redacted]
I would like to let you know how much I appreciate Mr. **'s assistance with my tax issues. I believe he should be applauded for his qualities. He has been able to calm me down when I have been stressed beyond imagination. He has been able to talk to me and make me feel at ease during all of our conversations. Every time I call him, he is very informed and informative of all that is going on with my situation. The CPA and Tax Attorney always call me when they need something. Even when I am wound up tighter than a drum Mr. ** remains very calm, never raises his voice, listens to my questions and comments and manages to put me back to being calm and confident. I truly believe Mr. ** should be commended for his commitment to his job and his client's. I am recommending Tax Payer Advocate Professionals to all of my family and friends. With the help of them I can finally breathe again. Thanks Tax Payer Advocate Professionals and I can't forget the staff, they are "AWESOME".
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.Before I had TAP go into the offer in compromise, I told them that I was refinancing. [redacted] said that's ok and I paid them $495 to get them started. She said it is highly likely that they can get the OIC and if they can't I will have a refund of my retainer fee. So they asked me for a payment of $2000, which I paid. According to the initial letter they said that it would cost me no more than $1500. After refinancing I forwarded all the documentation to the Lawyer which revealed my current financial status. After reviewing my financials, they told me that I would not be able to get the OIC. Why TAP didn't refund my retainer fee at that time in accordance with the contract I don't know but the lawyer gave me alternatives in which I agreed to pursue. She was aware of a medication I was taking and through a mistake that the medical billing made I received a bill for $2500. I made her aware of these things as they happened. About a week later, it was discovered that it was a mistake and I made the lawyer aware of it. After this they suggested that they can get me into a payment plan so I agreed. They got me into a payment plan at $540 for six years. Which amounts to $38880. Although, the payment is less than $700, it did not reduce my total bill by 50% to 80% which they claim they could do. I sent a letter to TAP requesting my retainer fee and I got a call from [redacted], who accused me of lying and cheating and he threatened to charge me $500 for all the extra work that they did. Throughout the process, there was no talk or indication of extra fees. I told him I was not going to pay him. Couple hours later, I checked my bank account and there was a debit of $500 so I called my bank and told them that I did not authorize it. To prevent TAP from doing it again, the bank suggested that I close the account and get a new card. This had put a great inconvenience for me. I don't appreciate the way Mark [redacted] talked to me and accusing me of things that I did not do. It all started with my letter to TAP requesting my refund. I received a letter from Mark, which crossed in the mail with my letter, thanking me for choosing TAP with an offer of $25 off my filing fee. If they knew from the start and I mean when I provided them the bank statements and financials, that I couldn't qualify for the OIC, they could have refunded my retainer fee rather than make all the suggestions for me to continue on. I want my retainer fee of $2495 plus the $500 that you charged my account without my permission.
Regards,[redacted]
To Whom This May Concern, When [redacted] spoke to the Mr. [redacted] he stated that he did not have equity in his home, nor stocks, bonds, or 401K. He's wife also verified that information to [redacted]. The client also informed the attorney that their expenses were higher than his income. But the financial analysis revealed that his household income is $8,000 which, also left him with a significant residual income. We did not refund Mr. [redacted] the fee of $2,000 due to the fact that we informed him prior to submitting the return that he did not qualify for the OIC but, he insisted to the attorney that she submit it OIC regardless. Therefore, the $2,000 was for the services provided. The attorney worked on his case for 5 months. The former clients had a chance to receive the fee but he opted out of the option when he informed the attorney that he wanted for her to submit the documents and also agree to the different options. We certainly do work for free, unfortunately. In regards to the 50% to 80% which Mr. [redacted] claims we stated we would save him that is not entirely true. A thorough reading of the email reveals the following, "This process USUALLY saves clients about 50-80%, " we did not guarantee the the client that we would save him 50% to 80%. In regards to the money back the former client was emailed on 09/09/2014 at 9:43 a.m the following "....There is no risk involved with the tax investigation because there is a 100% money back guarantee. If we cannot save you a substantial amount of money we will refund your money and also provide you with a copy of our investigation..." We did save the client a significant amount of money. The client was on a payment plan of $700 with his interest compounding half a percent daily and up to 25% a year for six years. We placed him in an installment agreement of $540 for the next six years with a fixed rate of 3% for the year. With this new arrangement the client will save $11,520. Therefore, we met our contract by saving him a substantiate amount of money. In regards to the $500 charge, [redacted] informed the client that we would charge for the extra service provided and the client stated the following "go ahead." Please see the attachment reflecting emails that were sent to Mr. [redacted]. Could Mr. [redacted] provide us with some evidence supporting his statements. Kindly, TAP
To whom it may concern
Upon contacting Mr. [redacted] we discussed that we would conduct a tax investigation in order to see if we could better his tax situation. Prior to conducting a tax investigation, [redacted] (Mr. [redacted]'s settlement officer) conducted a quick interview...
where she inquired about his finances. Per Mr. [redacted] he could no longer afford to continue his monthly payments of $700 due to the fact his wife is permanently disabled; he then stated that he had to obtain two part-time jobs in order to continue his payments to the IRS. She then asked the client if he had any assets, equity in his home, stocks, bonds, or 401K which the client answered all with a no. With the information that Mr. [redacted] provided us with we conducted a tax investigation and informed him that we could do an offer in compromise based on the information he provided us with. Per his initial conversation he met all the criterias for the offer in compromise. The attorney then requested documents from Mr. [redacted] in order to prepare his a financials. Upon receiving and completing his financials the attorney informed him that he did not qualify for the offer compromise due to the fact that he refinance his home in the middle of the process. The client withheld the fact that he had $29,000.00 in his savings account which the attorney uncovered in his bank statement when preparing his financials. Mr. [redacted] insisted that our attorney submit the offer regardless of her professionals input. The offer was of course rejected by the IRS. The client then wanted for us to place him in a currently non-collectible status per client he had medical bills every month for the amount of $2,800. The attorney prepared the financials in order to place him in that program but prior to submitting his financial the attorney requested proof of those medical bills. The client then responded via email and stated that it he did not have the proof there was a mistake from the hospital billing department and he no longer had to pay for those medicines. The attorney then placed him in an installment agreement program for the amount of $540 his original installment was for the amount of $700 with the same amount of payments. Which would save him $11,520. Mr. [redacted] responded with an email stating he was content with the installment agreement.
To whom it may concern Upon contacting Mr. [redacted] we discussed that we would conduct a tax investigation in order to see if we could better his tax situation. Prior to conducting a tax investigation, [redacted] (Mr. [redacted]'s settlement officer) conducted a quick interview where she inquired...
about his finances. Per Mr. [redacted] he could no longer afford to continue his monthly payments of $700 due to the fact his wife is permanently disabled; he then stated that he had to obtain two part-time jobs in order to continue his payments to the IRS. She then asked the client if he had any assets, equity in his home, stocks, bonds, or 401K which the client answered all with a no. With the information that Mr. [redacted] provided us with we conducted a tax investigation and informed him that we could do an offer in compromise based on the information he provided us with. Per his initial conversation he met all the criterias for the offer in compromise. The attorney then requested documents from Mr. [redacted] in order to prepare his a financials. Upon receiving and completing his financials the attorney informed him that he did not qualify for the offer compromise due to the fact that he refinance his home in the middle of the process. The client withheld the fact that he had $29,000.00 in his savings account which the attorney uncovered in his bank statement when preparing his financials. Mr. [redacted] insisted that our attorney submit the offer regardless of her professionals input. The offer was of course rejected by the IRS. The client then wanted for us to place him in a currently non-collectible status per client he had medical bills every month for the amount of $2,800. The attorney prepared the financials in order to place him in that program but prior to submitting his financial the attorney requested proof of those medical bills. The client then responded via email and stated that it he did not have the proof there was a mistake from the hospital billing department and he no longer had to pay for those medicines. The attorney then placed him in an installment agreement program for the amount of $540 his original installment was for the amount of $700 with the same amount of payments. Which would save him $11,520. Mr. [redacted] responded with an email stating he was content with the installment agreement.