The Closet Chameleon

All of the Clients concerns were indeed addressed in the initial response. To reiterate, all work was completed as stated and obligated in the contract they signed. At no time was this client advised that "there was nothing we could do", and as a matter of fact they were advised of exactly what we could do for their situation. That the client does not like the outcome, does not take away the work that we completed. No refund is due to the client, the product was delivered to him, he did a charge-back to his credit card company, and he is asking for more money than his original fee. We wish him luck with his tax situation. R[redacted]

When the client retained Platinum Tax Defenders she had liabilities for previous tax years and was severely out of compliance with the Federal Government. Through our expertise and extensive review of the client's financials we were able to negotiate the best possible IRS resolution for this client....

Initially the IRS wanted (per their guidelines) the client to pay $1,250 per month until the liability was paid in full. Additionally, the client's own financial information clearly revealed she had to ability to pay $760 a month. We were able  to negotiate a payment plan of only $225 per month. That the IRS retained her overpayment of taxes was in no way in our control (it’s the law), and the client was advised that this would happen before being fully established on the installment agreement. With the clients audit, there was nothing we can do but wait for the audit to complete. We are sorry the process took longer than the client wished, but unfortunately the time frame is out of our control. Since the client did not agree with the audit findings, more work and time was needed while we filed an audit reconsideration and wait for determination.Contrary to the client's claim we have had extensive contact with the IRS. The installment agreement did not set itself up and as noted above the IRS did not take enforcement action against the client because of our intervention. Further, we have kept the client updated both through phone calls and emails, the latest of which was sent to the client January 3rd of this year.Client should be cognitive of the fact that due to our representation, at no time during the entire process described above has the IRS taken any enforcement action such as levy, garnishment, seizure or lien. There is no refund due. The case is still active and there has been a tremendous amount of work completed. We welcome the opportunity to speak to the client and further explain the status of her case.

We stand by the original response to Mr. L[redacted].

I am rejecting his rejection.  Mr. A[redacted] is incorrect.  Again, Mr. A[redacted] signed up for an investigation not resolution.   Because he had an identity theft issue, we told him we needed to I research what would be necessary to resolve that issue which was communicated to him in the investigation summary.  We offered to assist him with that issue for an additional fee but he was not interested in that.   We also want our clients to be happy As a consolation, we will assist him with the Identify theft paperwork for no additional charge.   But to be clear, he never contracted Platinum for resolution. Sincerely,Platinum Tax Defenders

Complaint: 12619386
I am rejecting this response because:On 7/13/2017 I received this email:    Dear I[redacted], Thank you for choosing Platinum Tax Defenders as your representative in resolving your tax matters. We recognize the importance of this matter and are committed to taking every step necessary to ensure that you are fully represented and protected.PLEASE FILL OUT THE ATTACHED DOCUMENTS IMMEDIATELY AND RETURN THEM TO US PROMPTLY SO THAT WE MAY TAKE THE NECESSARY ACTION IN GETTING YOU PROTECTED. Please find attached:1.      PTD Agreement2.      Power of Attorney 28483.      Form 8821 AuthorizationPlease complete these documents and then fax them to: ###-###-#### To complete the Power of Attorney (form 2848) fill in sections 1 and 7.To complete the Tax Authorization (form 8821) fill in sections 1 and 7.Read over the Service Agreement and initial each page and sign.NOTE: It is imperative that you forward to us any IRS/State notices along with the aforementioned documents.It is very important that you type or PRINT NEATLY on the forms, sign them and return them to us right away so that we may get you protected and begin the resolutions process.  Please give me a call if you have any questions.Once you have completed the forms, please fax them along with any notices that you have received to: ###-###-####Make sure the spelling of your name and address are correct. To help avoid potential wage garnishments and/or levy actions, do not delay in getting the above documents back to us signed immediately.  Please note that you have a team of people working on your behalf from the resolution department.  Please contact your team at ###-###-#### if you have any questions moving forward.  Regards,  A[redacted]Senior Tax AnalystPlatinum Tax DefendersPhone:   ###-###-####Direct:  ###-###-####Fax:   ###-###-#### The initial sentence states clearly "resolving"  not investigation.  also with the instruction to print PRINT NEATLY on the forms, sign them and return them to us right away so that we may get you protected and begin the resolutions process.  Please give me a call if you have any questions. Resolution Porcess, Also never spoke with Bryan, has he spoken with me?  NO!  Regards,
I[redacted]

Complaint: 12623027
I am rejecting this response because:Several times over the past few months I told Mr Cohello that I have no documentation that they were doing anything on my behalf. When I asked I was told that they wanted more money and the documentation would be sent that day. To this day I have not recieved on email or fax with any documentation on my case which was opened in October. They first said in December over the phone that they wanted another 1000 dollars to get me into a payment plan. I told them I have nothing I writing showing me that they even contacted the state. Isaac then told me they could do it for 500 dollars and again i told them I have nothing showing me they have done anything other than his telling me. I spoke with them again the week of the 14th of January and he said he would send all the documentation that day. To this day January 31 I have no received one single piece of documentation on my case.
Regards,
[redacted]

Mr. L[redacted] contacted us and requested that we complete a thorough investigation of his tax issue and devise a plan to move him toward compliance with the State taxing authority, which is exactly what was done. During the investigation we soon realized Mr. L[redacted] was so out of...

compliance with the State that they were taking action to suspend his drivers license and seize his assets. Armed with this information we accelerated our investigation and suggested to the client that we move forward with a resolution plan as an attempt to secure his drivers license. Since Mr. L[redacted] only contracted with us for an investigation, there would of course be additional fees for a negotiated resolution plan. This was clearly explained to Mr. L[redacted] in his recorded intake call as well as plainly written on the legal binding contract he signed. We did exactly what he asked of us and exactly what we were contracted for, therefore no refund is due. Mr. L[redacted] is welcomed to contact us at any time if he would like to pursue a resolution with the State.  R[redacted]

Mr. P[redacted] contacted us in October 2017 requesting help with his tax matter. During his intake call he was asked about his financial information, this was all done verbally before he was client, at no time during this stage was he asked for nor did he provide financial documentation. During that...

intake call Mr. P[redacted] stated his monthly income before taxes was $2200. We trusted that he was telling the truth about his finances and brought him on as a client. Once a client, we asked him to complete a more detailed financial questionnaire, in that signed document he stated his monthly pretax income was $1920. Still trusting the information Mr. P[redacted] provided, we continued working diligently on his case. We pulled all of his records from the IRS, prepared a full financial analysis and tax analysis. The IRS transcripts we gathered showed substantially higher income then he had provided us verbally and in signed documents. When we brought this to Mr. P[redacted]' attention he said that the IRS was wrong. We then had Mr. P[redacted] send us his paystubs and bank statements, those too showed higher income and he stated those documents were also wrong. We then asked him to send us his latest W2 income statement, that document matched up with the information from the IRS and from his paystubs. Armed with this new correct information we basically had to start the case all over again and completed a new financial evaluation. We are uncertain what Mr. P[redacted]' complaint is, there was no discussion of having his liability reduced, only that he would not qualify for those type of programs, but that there are other resolution options. He then stopped returning our phone calls or paying his fee. Not that Mr. P[redacted] is guilty of requesting this, but though we are experts at helping taxpayers, we can not and will not lie to the Federal Government. We are well within our contractual obligation, while  Mr. P[redacted] is in violation of our signed agreement. No refund is due or warranted.   Please see attached the financial organizer that he filled out stating that his income was $1,920 and the w-2 we later received showing the greatly increased amount.   We did not and would not ever tell a tax payer NOT to make a payment to the IRS.  Mr. P[redacted] is misrepresenting the facts and the attached documents prove that.  As such, he is not due a refund and contractually owes us the balance of his fee.

I listened to all the voice recordings as well as the all the emails and telephone records contradict Ms. [redacted]'s claims that she was told something else.  We DO NOT promise anyone a specific resolution outcome because we can't.  We have no idea what they will qualify for until we pull transcripts and look at the financial evaluation form which we ask the client to fill out with their information.  We can still do an offer in compromise but no company is going to 1) pay the application fee to the Department of Treasury or 2) Pay the 20% good faith payment of the offer amount.  If you are not even willing to do that, we cannot submit an offer.  The IRS will not adjust their standards just because you live in an expensive part of California.  This is a HARDSHIP program defined by the IRS for people with little to no disposable income or assets.  Ms. [redacted], in her own verbiage, acknowledged that she did not fully read the PTD Agreement which we specifically instruct all clients to do before signing and returning. That is the security for both the client and our company. It is unfortunate that her understanding of the conversation with Caleb appeared to contrast the verbiage of our PTD Agreement in her recollection. In addition, there are multiple email conversations noted in her file where she was given options and appeared to fully understand her case.  She instructed us to move forward with the offer in compromise which we did.  Once that was completed and sent to her, she decided she wanted a refund.(after the work had been done).  I am positive that Ms. [redacted], as a tax analyst herself, would not do work for her clients and agree to refund once the work was completed.   Again, in strict accordance of our binding agreement, we have completely fulfilled our obligations.  Again, I have offered to proceed with the offer in compromise as originally discussed with her, however, her potion would be the $186.00 application fee and her 20% down payment (both of which go to the Department of Treasury - not us).  I do believe Ms. [redacted] is entitled to a refund for work we have already performed.  If she does not wish to proceed with the Offer in Compromise that we have already prepared, I will close her case. Sincerely, Sherri Gastelum

Complaint: 12803367
I am rejecting this response because:This people are really smart; whatever I wrote on that paper it was what they told me even though they have a copy of my pay stubs they were telling to write a different amount because that’s how they make business. They were holding my information for over 4 months and charging me and they finally say something when I blocked my account for them to stop taking my money. They are not serious people and I can sent you a copy of the first email when I sent everything and the last one when I was questioning them and they didn’t respond. They like to do things over the phone in that way there is not proof of what they say, that’s why I didn’t take their last call. Once again you need to take an action against to this business.
Regards,
[redacted]

We have been in communication with the client and have addressed their concerns. This case is still active and we are working toward the most beneficial resolution to their tax issue.  Platinum Tax Defenders

Complaint: 12527687
I am rejecting this response because: I'm not interested in the offer and compromise anymore, as I stated in my last email to you I will be employed by then, which means that will be 186.00 wasted.  I have already put my situation with the IRS in non-collectible status myself. What I would like is a full refund, so that money can be applied towards this higher bill I recently received from the IRS, since I have been involved with Platinum Tax Defenders. 
Regards,
A[redacted]

I reject this rejection.  There are many emails and documentation that T[redacted] and K[redacted] conveniently left out.  However, Revdex.com is not the forum to lay out all the hours and the emails going back and forth.   We started working on T[redacted]'s case in May, 2014.  We received his first payment, a retainer fee, of $5,000 on June 17th, 2014.  We did not receive another payment from him until August 31st, 2015.  If I am so money hungry, why on earth would I be so patient on asking for money and continue incurring many many hours on his behalf.    This is just a simple maneuver by T[redacted] and camp to avoid paying fees he owes.   I wish him all the luck with the IRS! Sincerely,S[redacted]

Ismail A[redacted] signed up for an investigation service.  His case was completed last year and he was sent an investigation letter summarizing our findings and his next steps.  See attached.  He has a potential identity theft issue so we told him how to handle. ...

 Alternatively, outside of that, we can put him in a payment arrangement for an additional fee.  I would advise the client not to do a chargeback as there will be an additional $750 charge as stated in our signed contract.   Platinum Tax Defenders

I am rejecting his rejection due to the fact of all the detailed activity that is attached here.  This man is untruthful and we helped him by releasing two bank levies, put him in two payment plans.  Yes, we started the offer in compromise process before learning that his 2014 taxes had $400K in reported income and equity of $700K + in his house.  No OIC will be accepted under those circumstances.  We resolved Mr. S[redacted]'s IRS debt by putting him in a payment plan and we got back his money from the bank levy.  That is all anyone will be able to do with his circumstances.  I feel this is completely unfair to my company by Mr. S[redacted] to distort the facts in his situation.   As I said before, we can only act on the facts and TRUTH of the information that is given to us.  He did not pay for an outcome, he paid for resolution.  (See attached contract page 4, section VI).  His matter is resolved and his case is closed.Sincerely,S[redacted]CEO Platinum Tax Defenders