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The Tax Defenders Reviews (2)

Initial Business Response /* (1000, 6, 2015/08/11) */
Contact Name and Title: [redacted], Spv. Atty
Contact Phone: XXX XXX XXXX
Contact Email: [redacted]@thetaxdefenders.com
The taxpayer spoke with Enrolled Agent [redacted] an analyst with our firm, in an intake interview on June 18, 2015. ...

He described his situation - that he had a $300k tax liability that the IRS was trying to collect and he sought help negotiating a resolution. Ms. [redacted] explained our standard investigation process, which included the standard fee of $2850 for a non-compliant self-employed taxpayer case with over $100k debt and an assigned Revenue Officer. Mr. [redacted] explained he'd previously set up an Installment Agreement with the IRS and Ms. [redacted] explained that the agreement he'd reached before may turn out to be the best available agreement, but that a new balance that was coming in on 2014 might need to be 'rolled in' with the rest of the liability agreement. The client signed our standard Client Service Agreement (available on request) which identified that this was an investigation file. The tasks of the investigation were completed by July 8th - initial calls with Practioner Service, Automated Collections Service, CAF Unit and the Revenue Officer at IRS, intake interview with client, client financial questionnaire, draft 433a Collection Information Statement, 433 analysis sheet for collections potential, e-services account transcripts ordered for account and wage information, etc. On July 10th, the department coordinator for the Resolution Department drafted the Investigation Report Conference note in our system and provided it to the analyst, Ms. [redacted] for her Investigation Report Conference with Mr. [redacted]. In short, Mr. [redacted] and his wife had been running large tax balances every year going back to 2011, but that an Installment Agreement was in place In the call with Mr. [redacted], he stated that he was driving at the outset of the call. Due to the complexity of the information to be discussed, including a recitation of findings and options, Ms. [redacted] advised that they arrange to talk at a time when he could take notes. For reasons unknown, Mr. [redacted] became very insulted and angry by this suggestion, shouted at Ms. [redacted] that he was paying the fee here, asked "how dare" she suggest he pull over, asked "who do you think you are" and twice shouted at Ms. [redacted] to "shut up". He shouted at Ms. [redacted] that he was "the one in control" not Ms. [redacted] Eventually, Ms. [redacted] was able to move through the merits of the call to explain that Mr. [redacted]'s previous payment arrangement terms with the IRS were more favorable than what might be available based on his current income and expenses and that what would be advisable would be to pay off the new 2014 balance in an effort to restore the prior Installment Agreement. Mr. [redacted] became very aggressive, swearing and insulting Ms. [redacted] questioning her ability to do math, to the point where Ms. [redacted] advised she would end the call and set him to speak with me as the Supervising Attorney for the firm. Ms. [redacted] called me immediately after the call to advise she had just completed her most unpleasant client conversation in her four years with the firm. She was upset and shaken. Simultaneously, Mr. [redacted] called into the firm to the front desk and was screaming at the paralegal answering the phones, ultimately agreeing to speak to me on July 16th at 2:00 p.m. When I called Mr. [redacted] at 2:45 p.m. that day, he was cordial and asked that we reset our time to talk. After several emails back and forth, we did not ever talk on the phone. Rather, on July 25th, I emailed Mr. [redacted] to advise him what I had hoped to discuss on the phone - that it was readily apparent that we would not be able to continue the retainer and that I would refund his fees in full. The fees were refunded at 7:00 a.m. on July 27th when. This was apparently after Mr. [redacted]'s complaint was made to the Revdex.com but before we were aware of the complaint, which we received today, August 11th.
As a side note, Ms. [redacted] denies that she told Mr. [redacted] that their call was recorded, and she did not record that call. She also denies that she represented that we could negotiate a settlement for Mr. [redacted], as he was brought on as an Investigation file to determine what was available to him. Further, in light of the client's stated income over $300k annually, it was obvious from even the intake interview that Mr. [redacted] and his wife would never qualify for a financial settlement of their taxes. Rather, the concern was always the terms of the repayment agreement and the impact of the ongoing noncompliance.
In light of the full refund of fees, I expect this matter should be resolved. However, I would welcome the opportunity to mediate or further discuss this matter and provide documentation or verification of these statements from our file.

This consumer hired us in September, 2016 for an analysis of his case. His stated desire was to receive a settlement. In email and verbal correspondence specifically with the consumer, as well as in all of our marketing and service agreement documents for any prospect or consumer, we...

specifically state that we cannot and do not promise any client a settlement without this critical analysis step. Nowhere do we ever claim an 85% settlement rate and our disclosures always prominently include that each case is decided based on the consumer's own financial situation. In particular for this consumer, we responded to his initial inquiry via email stating affirmatively and personally that we would investigate and analyze his settlement prospects but could not promise him a settlement.The $950 fee the consumer paid was for the service associated with that analysis. There was no $995 fee and I am uncertain why the consumer cited that amount. We did not send him a form at the end of this analysis but a 60 page work product detailing his exact case.At the end of his analysis, the consumer was advised that he should not submit a settlement proposal as it would most likely be rejected and jeopardize his low payment plan. We did not miss any appointment with the consumer but were several minutes late for 3 of the many calls we conducted with the consumer.All that said, our Director of Resolution and attorney has reached out to the consumer several times to discuss a refund but consumer has declined to talk with him. As with all clients past and present, we are very open to discussing any point of dissatisfaction with the consumer and remedies to include Revdex.com arbitration and/or refunds. It seems the consumer here is using the Revdex.com to request a refund and we have reached out to him to discuss the same. We will attempt to reach him again today.

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Address: 125 S Wacker Dr Ste 1110, Chicago, Illinois, United States, 60606-4397

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