Wall & Associates, Inc.

I was told I would be out no more than 5,000 from start to finish and was out more than 16,000. I was fed lies, lies, lies.

Revdex.com:
I have reviewed the offer and/or 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 have spoken with Brandon G[redacted] on two different occasions in the last week and he has told me the same thing, That he has requested a partial refund and he is waiting for approval.( this has been the say song and dance the whole time with this company, ALWAYS WAIT FOR SOMEONE ELSE)  I am need the money that has been paid to Wall & Associates in the FULL AMOUNT OF $4,400.00 and I need this money ASAP.
Regards,
Stephanie Buckingham

Revdex.com:
I have reviewed the offer made by the business in reference to complaint ID [redacted], and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved. If the company does not perform as promised I can get back to you at: [redacted].
Yes I would like for an arbitrator to handle this case, unable to sign the agreement.
Regards,
[redacted]

Dear Ms. [redacted],We are writing in response to the additional comments received for the above referencedcomplaint received on October 1, 2015. We did attempt to resolve this matter directly with Mr.[redacted]. A refund amount was worked out directly with him. However, he then later decidedagainst it and asked for a larger refund. At this point, we ceased trying to work with him directlygiven the Revdex.com complaint and our obligations to respond to it timely. Mr. [redacted] took ourattempts to work with him out of our hands and chose to complain to the Revdex.com. This has nowcaused us more time and effort to respond and continue to attempt to rectify this matter.Mr. [redacted] states his interest in a case summary. We will be preparing a summary ofthe case and place it in the mail to him within 7 days. Mr. [redacted] can then review the summaryso that he is more aware of the work that we did complete for him. If Mr. [redacted] is interested,he can then contact our office and we will discuss resolution of this matter in regards to a partialrefund of what he has paid. His statements regarding his contractual obligations for payment, andonly being required to pay $800 to our office are incorrect.If any additional information is required, please contact our office directly. Thank you foryour time and assistance with this matter.

Revdex.com:
I have reviewed the offer 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.The only thing they have right on this response is the dates I hired them. The promise to remove the liens and, sue the [redacted] came from their salesman Mr. [redacted]. I did complain via their website and through their fb page and someone called me and said they salesman should not have said that to u** I told him well you have my money based on promises you are telling me you can not give,. He told me they would fix our [redacted] issue quickly. As far as phone calls and not being about to get me? Really? You are using my cell phone as an excuse that is does not have voicemail and it does not you are correct. You knew [redacted] works nights and sleeps during the day. You were told to call my Work office number and yes I do have voice mail and will get the records of how many times you used it to contact me. You state you filed this and that and really have a keen way of stringing the [redacted] along to continue your payment plan to victims of your scam. You state you had conversations with me that never took place. Your last paragraph "It does become difficult to deal
with two spouses who are not on good terms with each other." I have no idea what you are insinuating here. And why would you even mention the domestic violence and police reports? The fact of the matter is the injured spouse claim was denied. You are very good at writing to try to deflect the real issues here.  Your company is a scam. you send out salesman to tell people lies in an office you rent State to State. You take money then do not give what is promised and claim it is not documented. Your are very good at what you do except I ended up getting an authentic Tax Attorney Jana Olson. She will be reaching out to you as she was the one that actually fixed the [redacted] issue and has it on track. She has taken the steps in 2.5 hours that your company was not able to do. In reality you can but, you choose to go in different directions to allow the cases to drag on. I want my money back with no exceptions or I will sue you in civil court to the full extent the Law will allow me. My Attorney will be contacting you if you do not agree to return my money. The following is from Attorney- she was blow away at the steps you took or were taking to clear my [redacted] issue up. 
I received your
payment today, thank you.  Just hang in there with the notices; I am here
to sort through them.  If you would like me to write a letter to the other
company trying to get your money back, I can do so. (from my attorney) 
The choice is yours at this point.  I have followed up with [redacted] and, they will support me in small claims court as well. 
Regards,
[redacted] And [redacted]

Dear [redacted],
We are writing in timely response to the above referenced complaint filed. It is our goal to provide a high level of service to all of our clients while working to bring their tax matters to an ultimate resolution. We work very hard to ensure that we...

are doing our best in these regards. Below you will find a summary of the action taken by our company on behalf of [redacted] and [redacted].
[redacted] sought and obtained administrative tax representation services from Wall & Associates, Inc. in connection with their outstanding tax matters for tax form 1040. The client's file was established on August 14, 2012, and we began working on their case immediately. We attempted to reach [redacted] by phone that day and had to leave a message. The same day we sent a letter to [redacted] to provide all of the team's contact information and to request financial information that would be needed to fully evaluate the case. Also that day, we proceeded with filing the Power of Attorney forms to the Centralized Authorization File (CAF) Unit with the Internal Revenue Service (IRS). The case team was able to speak with [redacted] on August 15, 2012, and we introduced the team that would be working with them and discussed case. Upon obtaining and reviewing IRS records, it was determined that all tax returns had been filed through tax year 2011 and 2009-2011 form 1040 tax returns were currently under Audit by the IRS.
During October of 2012, we received an IRS notice dated October 16, 2012 proposing to assess tax in the amount of approximately $12,893 for tax years 2009-2011.
A review of the Audit report was done, and an internal report was prepared. The internal report was forwarded to and reviewed by our upper management as well.
Since we had not received the requested financial information, we contacted the clients on October I,2012, and further discussed the financial information needed and how to acquire these documents. At that time, the client requested that we reschedule the conference call that we had scheduled for this day to October
19, 2012. On October 17, 2012,we received copies of Form 1040 tax returns for 2009, 2010, and 2011 tax years from [redacted]. The case team spoke with [redacted] on October 19, 2012, and we started going over the financial statement and discussing options for resolution of balance due. [redacted] advised us that he was fishing and could not finish the call. He requested that we contact [redacted] and schedule this call with her. We made several attempts to contact [redacted] and each time were only able to leave a voice message. Finally in December, our office rescheduled the conference call to January 14,2013.
In November 2012, upper management determined that tax court was not the most effective resolution for the IRS Notice of Deficiency dated October 76,2012. A letter advising [redacted] of their tax court rights was sent to them on November 14,2012 along with a waiver to sign if they agreed that tax court was
not necessary.
Our office contacted [redacted] for the scheduled call on January 14,201,3. We discussed the case, took verbal information from her to prepare financial statement, and went over various options for resolution of balance due. The case team advised [redacted] that we have not yet received the requested financial information. We sent [redacted] and [redacted] an E-mail with the list of financial documentation needed.
We spoke with [redacted] on February 28, 2013. Due to the issues [redacted] was experiencing with her E-mail, the list of the requested financial documentation was faxed to her. The case team again spoke with [redacted] on March 4, 2013. A few days later, we received some of the requested financial
information. On March 25,2013, [redacted] advised us that she was planning to fax us copies of Form 1040 tax returns for 2012 tax year.
The case team contacted [redacted] on April 24,2013 to review the financial statement that we had completed with the information we had received to date, and a copy of the form was sent to [redacted] via E-mail and facsimile. On April 29, 2013, we further discussed the financial statement and audit with [redacted]. We updated Form 433-4, Individual Financial Statement, per the changes they requested, and sent a finalized copy to [redacted] via E-mail.
On May 5,2013, we contacted the state of New Mexico, and were informed all returns had been filed, and there was not a balance due on the personal account. The case team then contacted the client to request information on any business EINs and names of any businesses previously owned by [redacted].
We again spoke with [redacted] on May 17,2013, and we were advised that he was not able to access his retirement account at that time. The case team also received and reviewed the signed financial statement. There were several living expenses that they requested we include even though we thought that they might not be allowed due to the IRS application of allowable standards. Subsequently, we contacted [redacted] to further discuss the form and were only able to leave a voice message. We received a call back from [redacted] and were given further information regarding their grandson, for whom they provide financial support. The case team requested the guardianship documents be faxed to us. We again spoke with [redacted] on June 21,2013 as we had not received the guardianship papers to date. We also spoke with [redacted] on June 24,2013 to discuss the computer generated notices she had received from the IRS.
On July 9,2013, the case team spoke with [redacted], and we discussed the household's financial situation. [redacted] was advised that the Internal Revenue Service might not allow some of the household expenses. In addition, options to request an Installment Agreement and submit a request for penalty abatement versus the Offer in Compromise process was discussed with him. The case team received another call from [redacted] on June 11,2013 and a follow up conference call was scheduled for June 15,2013. The case team again contacted the state of New Mexico and confirmed that all returns were filed at that time and no balances were currently showing on the account. The team also ordered updated IRS account transcripts.
On June 15,2013, we contacted [redacted] for the scheduled call. We further discussed the equity in their home and investments. Further, we discussed the issues with the disposable income of $2,468. Also, other collection alternatives, such as installment agreement and penalty abatement were discussed with her. [redacted] informed us on June 26, 2013 that despite our previous discussions, they preferred to submit an Offer in Compromise to the IRS. The case team promptly prepared and sent the Offer forms to [redacted]. In addition, we called [redacted] to notify her that the forms were coming and to contact us if she had any questions.
On August 7, 2013, [redacted] contacted the team, and we further discussed the Offer paperwork. He stated at that time that they would be sending it within the next two days. On August 26,2013, we received a call from the client to address the Final Levy Notice dated August 17,2073, and the taxpayers' appeal rights. [redacted] contacted us the same day and advised us that the signed Offer documents have been mailed to our office. The case team called and informed [redacted] on August 30, 2013,that we have received the Offer documents and were working on submitting the Offer in Compromise to the IRS. The signed documents were mailed to the IRS on September 9,2013. We also placed a call to [redacted] to inform them of the submission.
On October 9,2073, we spoke with [redacted] and discussed the government shutdown. [redacted] also informed us that [redacted] was no longer employed as her employer went out of business. The case team advised [redacted] that we would relay this information the Offer Examiner as soon as one was assigned.
On November 12, 2013, the case team received correspondence from the IRS requesting an amended Form 656. We immediately sent [redacted] an amended Form 656 for signature. We also placed a call to [redacted] and were able to leave a voice message. Our office continued to follow up with the Memphis Offer Unit and discussed the case with the representative on November 13, 2013. [redacted] informed the case team on November 15,2013 that she did not receive the Amended Form 656. The form was re-sent to [redacted] on November 15, 2013 and November 21, 2013. On November 25,2013, [redacted] informed us that the signed Amended Form 656 was sent back to our office. Our office again spoke with the IRS Offer Unit on December 2,2013, and provided them with the signed Amended Form 656.
The case team spoke with [redacted] on December 11, 2013, and discussed the status of the case and Offer. We then spoke with [redacted] on December 16, 2013. [redacted] advised us that he was getting frustrated with the process and wants his Offer accepted immediately. We informed him that we were doing everything possible to move the case forward and gave him a detailed case update. In addition, we discussed [redacted] tax with holdings and refunds. [redacted] advised us that he was also having difficulties paying the monthly fees. The call was then forwarded to on Customer Service Group to address [redacted] concerns.
The case team continued to follow up with the Memphis Centralized Offer in Compromise Unit. An Offer Unit representative advised us on December 19, 2013 that the Offer was pending assignment to an Offer Examiner. Our office then and spoke with [redacted] and gave him the update. [redacted] informed us that he was very pleased with the conversation that he had with the Customer Service Group. The case team also re-sent copies of state Power of Attorney forms to [redacted]. We again requested EINs and names of any businesses previously owned by [redacted].
On January 7,2014 and January 8,2014, the case team contacted the Offer Unit, and we were advised that the Offer was still pending assignment to an Offer Examiner. We immediately contacted [redacted] and informed her of the status of the case. A letter requesting a copy of 2013 tax return was sent to [redacted] on January 10,2014. On January 23,2014, we were notified that the client's case was closed with our Customer Service Group, and the client would continue their affiliation with the case team. On January 28,2014, [redacted] contacted our office and requested the exact date when her Offer will be completed. The case team informed [redacted] that we could not provide an exact date due to all the variables involved. We advised [redacted] that we were doing everything possible to expedite the case and gave her a detailed summary of the work done within the last few months.
We spoke with [redacted] on February 7, 2014. During this conversation, [redacted] was given a detailed case update. We advised [redacted] that the Offer could be assigned to an Offer Examiner any day now. The case team further discussed the Offer process with [redacted].
On March 4, 2014, the case team was notified that an Offer Examiner, [redacted], has been assigned to the case. When we discussed the case with [redacted], she requested additional financial documentation. The case team promptly contacted [redacted] to discuss the financial documentation requested by the Offer Examiner. An E-mail with the list of requested information was also sent to [redacted]. After discussing the different reasons as to why the Offer Examiner would need to request additional information, [redacted] informed us that she would work on providing this documentation to our office. As we had not received the requested documentation from the client prior to the deadline, our office sent a fax to the Offer Examiner to request an extension until
April 4, 2014 to provide the additional documentation to her office.
On March 31,2014, our office received a letter from [redacted] advising that they wished to terminate our services and were requesting a refund. The letter also specified that a complaint with the Revdex.com, the Office of Attorney General, and IRS Office of Professional Responsibility will be filed by [redacted] if they did not receive a full refund. The case team immediately contacted [redacted] to address their concerns and were able to leave a voice message. We then received a call back from [redacted], and she advised us that she did not wish to provide the additional information requested by the Offer Examiner. In addition, [redacted] requested a full refund. [redacted] was then transferred to our Client Services Group. Ultimately, the clients' decision to terminate services was upheld.
We would like to move forward with the resolution of [redacted] case as there is still work to be completed to resolve their tax matters. We understand the frustrations IRS problems cause for taxpayers. Even a promising resolution such as the Offer in Compromise process can be stressful. We provided extensive services to the clients but ultimately our services were ended when we were not even given the chance to complete the Offer process.
If you require any further information, please contact our office. Thank you for your time and assistance with this matter.
Sincerely,
Wall & Associates, Inc.
[redacted]. [redacted]

Dear Ms. [redacted], We are writing in response to the recent
complaint filed against our company regarding the fees paid and services
rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in May of
2013 for administrative tax representation. I have attached a case summary...

that
details the actions that took place on Ms. [redacted] case during her time as a
client of our office. Ms. [redacted] states several concerns in her complaint that
we will attempt to address. Ms. [redacted] states that she received a notice
indicating that we were no longer representing her. There has been an ongoing
payment discrepancy on Ms. [redacted] account since December of 2015 and our office
had to revoke our Power of Attorney forms with the IRS. These can be refiled if
necessary and representation can be resumed, but our office cannot keep Power
of Attorney forms on file with the IRS when we are not actively representing a
client. The failure to revoke Power of Attorney forms causes an unnecessary
risk to our former and current clients as it generates additional IRS notices
that could be seized and used for disreputable purposes. Our office is
concerned with keeping all of our current or former clients as safe as
possible. Secondly, our office cannot keep Power of Attorney forms on file
while not actively representing a client because IRS personnel will attempt to
contact our office to discuss tax matters for an individual we cannot represent
at that time. The IRS could view this as an intentional attempt to merely delay
collection action and could result in repercussions for either Wall &
Associates, Inc. or the client in question. We simply could not in good faith
keep them on file while we were prohibited from engaging with the IRS regarding
Ms. [redacted] case.The next concern that [redacted] raises is communication. Our office
has tried multiple times to reach [redacted] and speak with her. [redacted] has
stated herself that she disliked speaking with us at this time. We encourage
her to read to enclosed case summary which will details those attempts. **
[redacted] states that our company was negligent in our attempts to address her tax
controversy. That is not true. Our office prepared and sent her all required
offer documentation for signature on July 31, 2015. The original ink signature
documents were not returned to our office through December of 2015 despite out
office trying to get them returned. We did eventually receive them, but by that
point the forms that the IRS would accept had changed and they could not be
submitted.Our Client Services Group has spoken with [redacted] and stated
we could review her case and get back with regarding the potential for a
partial refund. However, we did not state that we could offer a partial refund
or that one is warranted based on the actions taken to date on the case. Out office
has left several voicemails trying to reach her and communication with [redacted]
has been very sporadic.We are deeply disappointed that [redacted] is not satisfied with
the services we have provided to date but no one has taken advantage of her. Our
office worked is as rapidly a manner as possible to address her tax
controversy. We do apologize that our office have caused her a hardship, but
that does not negate the hard work that did go into her case. If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.

Dear [redacted],We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to [redacted].This client brings up concerns related to their refund
request. Respectfully, our client would like to explain that the reason for the
long delay in...

processing a refund for this client is solely attributable to the
fact that a charge back was filed on the initial fee for our services. Out office
is unable to grant a refund until the chargeback is cleared with the credit
card processor who handles their account. Our office has to respond to the chargeback
notification and there is typically a 60 to 90 day holding period and then
there is a second round of responses that may be required.In response to this complaint our office has reached out to
the client and informed her of the situation to address client concerns and we
would like to reiterate this situation could have been resolved months ago had
we been allowed to work through our normal refund procedures.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.Sincerely,Brandon G[redacted]

When I realized last year that I could not pay what the IRS required, I panicked and went with the first (local) company I could find that said they handled tax disputes. I paid them thousands of dollars up front (I should have backed out then), and agreed to pay them $400 monthly to handle the dispute for me.
In almost a years time, it cost me $13,000 for them to submit 1 offer to the IRS that I deemed much too low, but was told "....thats what we start with...".
To make a long story short, I fired them, and in two ten minute calls to the IRS, achieved what they could not in almost a years' time.

Revdex.com:
I have reviewed the offer and/or 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.[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]  
Dear Ms [redacted], I contacted Wall and Associates in Dec. 2014 Appointment was made for Jan. 2015 ...,A Wall associate met with me at my home. We  discussed my debt to the IRS of $15,000 ..He agreed to take my case and told me for $350.00 a month my 
case would be solved in 4 months..They asked for Bank statements,pay stubs, 401 K documents,all tax returns..They repeatedly asked for the same paperwork for over a year...After I made several calls to check on the status of my case..I was told because of the amount of money in my 401 k that it could be a problem....I retired in 2014 from Civil Service from [redacted],at which time I started getting my retirement payment which is tied in with my 401 k ..I was told by Operation Of Personnel management at [redacted] that I would not be able to make changes to my with drawls,due to the fact my retirement pay was set and could not be changed.. In return I sent paper work stating why repeatedly....with no resolve and they continued to bill me for $350.00 monthly for over 18 months at my of $18,500.00 and still no resolve. I am unaware of any letter of compromise to this date.......The IRS has kept over $3,000.00 in the past 2 years of my refunds due the this matter not being resolved.......I want all my paperwork and my full amount of monies paid to Wall and Associates returned to me or this matter settled at no further cost to me......At this point I have given Wall$8,500.00 ..as of today I only owe The IRS 12,000.00

Revdex.com:
I have reviewed the offer and/or 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.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]

WALL & ASSOCIATES, INC.
PO Box 1301Pulaski, Virginia 24301Phone: 540-382-5662Fax: 540-246-0731Date: November 1, 2016By E-mail: [redacted]
Revdex.com Serving Central VirginiaATTN: Ms. [redacted] 720 Moorefield Park Dr.Suite...

300Richmond, VA 23236RE:  [redacted], Revdex.com Case #: [redacted]To Whom It May Concern,We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in July of 2015 for administrative tax representation.Our office has reviewed Ms. [redacted] case. Ms. [redacted] came to our office in July of 2015 with a balance in excess of [redacted] covering several tax years. During the course of her case Ms. [redacted], on several occasions, expressed concerns with her ability to pay the set monthly fee that she had agreed to. Our office on two separate occasions permanently reduced this monthly fee to better accommodate her needs. Our office also offered to waive some of our monthly fees if she would stay current with the monthly fee obligation moving forward. We worked with Ms. [redacted] extensively to see to it that we could continue to work her case. The case team responsible for her case, requested and received, special permission to work her case despite the fact it was currently in a status our company designates as Stop Work.Our office apologizes for Ms. [redacted] ongoing financial difficulties, but our office was hired to do a job and our office was performing the function that she had hired us to do. We are unable to grant refunds in situations that are the result of our client's ongoing financial concerns. We understand that tax matters in many cases will involve other financial issues as well and we will work with our clients, as able, to keep their cases active during such situations. It is unfair to our office, to demand a refund, after we have performed extensive work on a case and our clients have benefited from that work, merely because other financial matters have taken precedence for them.Our office is deeply saddened that Ms. [redacted] would file a complaint against us despite our ongoing and numerous attempts to work with her to keep her account active. Ms. [redacted]contacted our office on October 13, 2016 and terminated services of her own volition. Our Power of Attorney forms were revoked because our office cannot keep them on file for clients we are not representing. Wall & Associates, Inc., at this time, is unable to offer a refund for services that we have provided.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.By:  Brandon G[redacted]

Revdex.com:
I have reviewed the offer and/or 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.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
[redacted]
[redacted]
I left you a vm not accepting the response from wall y assoc. regarding my claim.
they have not solved any of my issues I've complained to Revdex.com about.Its clearly just a flash statement that's sent out just as a formality! I spoke with [redacted] last week and still nothing resolved! I've told them I didn't want them to file an extension regarding my 2014 tax year, and she filed it anyhow!
They haven't handled the task at hand from a year ago which I have overpaid them by almost double what I owe the IRS!
I can't put it my anger into words how angry and po'ed I am.nothing is being done!
false advertisement is what this form represents and needs to be shut down!
I've been inconvenience over a year putting my health at risk each time I speak with these folks. When I spoke with the IRS recrntly, I was advised nothing was sent to them regarding my statements, bank accounts, all my personal data etc almost a year ago!
Please help me resolve this matter and not have to speak with them ever agsin! I don't have any faith in anything they tell me or do! ZERO!
Thank you 
[redacted]

Dear Ms. [redacted], We are writing in response to the recent
complaint filed against our company regarding the fees paid and services
rendered by Wall and Associates, Inc. Firstly, it is important to point out
that by hiring our office, Mr. [redacted] did not hire a lawyer or a law firm. The
agreement...

for services he signed with our office clearly states in two places
that it is not an agreement for legal services. The second place in the
agreement that this phrase is located is just above the space for clients to
sign. In addition, Mr. [redacted] was not told that we could help with his
immigration issues. We do not handle immigration issues. Furthermore, he did
not communicate any immigration issues to his case team while he was a client,
therefore, he knew we were not providing such a service. Mr. [redacted] sought out
and hired our services on March 24, 2015 for administrative tax representation.
The case team rapidly acted on Mr. [redacted]’s case to work towards resolving his
tax matters. Our office began working on Mr. [redacted]’s case on March 24, 2015 in
good faith as he had paid 85% of the contractually agreed initial fee for us to
start the case. Since then, Mr. [redacted] has completed a chargeback with his
credit card company in attempts to have refunded back to him all of the fees
paid to our company for the services we rendered. Below you will find a summary
of the actions completed since receipt of the case for administrative tax
resolution. On March 24, 2015, the case file was established and a call was
made to Mr. [redacted] at which time we discussed the history of his tax liability
and requested specific financial documentation in order to begin evaluating
possibilities to resolve the tax liability. During the first phone call with
the case team manager, Mr. [redacted] expressed concern about needing a lawyer to
handle his case and that he needed a garnishment lifted immediately that was
placed on him by the [redacted] for a tax liability
stemming from unauthorized substance tax. The case team manager explained that
Wall & Associates, Inc. is not a law firm, and that we handle tax liability
cases on an administrative basis. She also informed him of our success in the
past and that an attorney may not be necessary in his particular situation to
resolve the tax liability. We subsequently mailed an introductory letter to Mr.
[redacted] which requested specific financial documentation in order to evaluate his
situation and work towards an ultimate resolution of his case. On March 25,
2015, the Power of Attorney forms were prepared and sent to the [redacted] to notify them of our representation. Given [redacted] delay in processing the forms, we contacted the agency directly with
Mr. [redacted] on a conference call in order to obtain the appropriate information
and look into the release of his reported garnishment. Mr. [redacted]’s case was
assigned to a specific agent, Ms. [redacted], and our office was forced to leave a
message on this date as the call went to her voice mail. Ms. [redacted] returned our
call on March 30, 2015, but left a message with our receptionist leaving her
fax number. We returned her call on the same date, although still could not get
in touch with her directly as her voicemail indicated she would be out of the
office for the majority of the day. The case team prepared and faxed Mr.
[redacted]’s Power of Attorney forms directly to Ms. [redacted] at the number she
provided. In attempts to expedite the possible release of Mr. [redacted]’s reported
garnishment, we contacted another agent in the same office as Ms. [redacted]. We
requested to speak with a manager on duty and were provided the name and number
for Mr. [redacted]. We immediately called Mr. [redacted] and left an urgent
message regarding Mr. [redacted]’s account. In follow up with the client, Mr. [redacted]
then disclosed that he did not have a garnishment with the state of North
Carolina, but that he was on an Installment Agreement of $100 per month and did
not want to become victim of involuntary collection action for not paying on
his monthly agreement. At that time, he was 4 months behind in the payments and
the state wanted a total of $400 paid immediately to avoid collection action.
The case team advised Mr. [redacted] to overnight his payment to the [redacted]
Department of Revenue, which he did, and our office followed up with a phone
message and fax indicating such directly to Ms. [redacted]. On March 31, 2015, Ms.
[redacted] returned a call to our office. We explained that Mr. [redacted] mailed his past
due payments as well as his current payment to her attention via overnight post
the day earlier. She agreed not to proceed with any levy action and advised our
office to submit an Offer in Compromise if the taxpayer felt as if he could not
afford to repay his debt via the established Installment Agreement. Ms. [redacted]
expressly stated that Mr. [redacted] would still be responsible for making his
monthly payments throughout the Offer process. She also indicated that given
our Power of Attorney on file, that Mr. [redacted] should cease his direct
correspondence with her as she was now required to perform all communication
through our office. We followed up with Mr. [redacted] immediately after speaking
with Ms. [redacted] and informed him of the communication requirements. He explained
that he could not afford our monthly fee along with the payments that were
required to [redacted]. We explained the [redacted] Offer in Compromise
process and financial information that would be needed to prepare these
documents. The case team manager agreed to send Mr. [redacted]’s concerns to our
Client Services Group to ensure client satisfaction. On this date, our office
also prepared and processed the Power of Attorney forms with the Internal
Revenue Service for representation. We then prepared and mailed a request for
hardship status to the IRS. Our office contacted the IRS on April 2, 2015, and
was informed that Mr. [redacted] had a balance of $1,326.41 for tax years 2007 and
2013. He also had no tax returns on file for years 2011 and 2012. We spoke with
Mr. [redacted] about this on April 6, 2015, and also went over a detailed North
Carolina financial statement in order to prepare and submit his Offer in
Compromise. We spoke with Mr. [redacted] again on April 7, 2015, when he again
expressed concern about not being able to afford our services; however he
expressly stated that he was happy with all the efforts and advice that had
been provided to him thus far in his case. Mr. [redacted] also agreed to provide us
with the requested financial documents in order to finalize his [redacted]
Offer in Compromise paperwork. On April 8, 2015, our staff was contacted by the
manager at [redacted] Department of Revenue, [redacted]. He apologized
for the delay in response, explained the Offer in Compromise program and
specifically the relationship between the amount of the tax debt and what is
offered by the taxpayer. Mr. [redacted] explained that Mr. [redacted]’s current debt
was $60,101.62 from unauthorized substance tax. If he were to submit a very
low-dollar offer, then the case would not be reviewed timely. Mr. [redacted]
encouraged that Mr. [redacted] submit a substantial settlement request in order to
have his paperwork expedited. He also indicated, however, that the offer would
still be based on collectability. Our staff discussed this conversation
immediately thereafter with Mr. [redacted] and he conveyed that he would need to
follow up with us at a later date after thinking about his options. The case
team received notification that Mr. [redacted] had called the Wall & Associates,
Inc. sales representative with further concerns about his case. On April 9,
2015, the case team manager again discussed noted concerns directly with Mr.
[redacted]. He expressed dissatisfaction with our ability to stop his monthly
payment plan with the [redacted] Department of Revenue and that he could
not afford to settle his debt for more than $3,000. Mr. [redacted] notified the case
team on April 20, 2015, that he was sending all needed financial documentation
to our office. Although these documents were never received, in efforts to expedite
Mr. [redacted]’s case, the team prepared and mailed the Offer in Compromise
documents for Mr. [redacted] to review and sign based on available information
retrieved from the [redacted] and calls held with him directly
regarding his financial situation. Mr. [redacted]’s case was placed into a
non-working status by our accounting department on May 7, 2015, for failure to
comply with payment arrangements contractually agreed upon. The case team
followed up with Mr. [redacted] on May 19, 2015. He let us know that he was unhappy
with services, and the case team offered to assist in any way possible. Mr.
[redacted] stated that he would make attempts to get the money back that he had
previously paid our firm. The case team referred Mr. [redacted] back to our Client
Services Group for quality control and remedy of the client’s dissatisfaction.
We were notified by accounting department on May 29, 2015, that Mr. [redacted] filed
a chargeback with his credit card company against our company for the fees paid
for the services rendered. Currently, the chargeback dispute with the credit
card company is still pending. Additionally, the contract Mr. [redacted] signed with
our company contains an arbitration clause. Our arbitration process is
completed by the [redacted]. This is to settle and resolve any controversy,
dispute or claims regarding the services and the contract Mr. [redacted] signed.
Therefore, this complaint should not be considered at this time as Mr. [redacted]
has not adhered to the agreement he signed with our office by seeking arbitration
services. Furthermore, we would like to address specific complaints Mr. [redacted]
raised. His complaint states that his taxes were related to immigration and tax
debt issues. The liability with the [redacted] Department of Revenue was
for unauthorized substance tax and the IRS liability was due to returns Mr.
[redacted] had filed with a balance which he did not pay. Additionally Mr. [redacted] had
filing requirements for unfiled tax returns. Our office was working on both of
these matters and advised Mr. [redacted] how we would properly handle them as well
as his filing requirements with the IRS. We were never informed by the tax
authorities, or by the client, of how the tax debts related to his immigration.
Per the information we gathered on the case, there was no correlation between
his taxes owed and immigration. The taxes due were for other reasons pertaining
to the [redacted] and U.S. Tax Codes. The garnishment Mr. [redacted] refers too
was an Installment Agreement that he had previously agreed to set up with the
state of [redacted] to pay on the unauthorized substance tax liability
prior to hiring our services. Our office contacted the Revenue Agent and the
Manager to see if the Installment Agreement could be stopped; however, we were
notified it could not be stopped and if we submitted an Offer in Compromise,
the payments would be rewired while it was being reviewed. Our office quickly
prepared and sent Mr. [redacted] the [redacted] Offer in Compromise documents
for his review and signature in order to submit it on his behalf and being
negotiating with the state for an agreeable amount that Mr. [redacted] could afford
to pay. While it is unfortunate we could not resolve this matter internally
with the client, please be aware that the attempts to do so were made. If you
require any further information, please contact our office. Thank you for your
time and assistance with this matter.

Revdex.com:
I have reviewed the offer and/or 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 gave the representative all my information when I first met with him and contracted with Wall and Associates June 2014. It took them three months to get this information as they continued to charge me. They did not resolve the debt that I owed. Therefore, I would like a full refund of the monies spent.  I hope we can come to an understanding before I contact the Attorney Generals Office and the IG for the IRS and a possibly lawsuit.
Regards,
[redacted]

Dear Ms. [redacted],We are writing in timely response
to the above referenced complaint received on March24, 2015 (copy [redacted]). Mr. [redacted]
sought out and hired our services in March 2014 foradministrative tax representation.
The case team rapidly acted on the clients’ case to begin...

workon review of additional taxes the
IRS had proposed against the clients.A substantial amount of work has
been completed on Mr. [redacted] case upon hiring ourservices for administrative tax
resolution for the Internal Revenue Service (IRS) on March 21,2014. Upon receipt of the case and
our initial review of Mr. [redacted] tax matter, we determined thedebt was not as large as Mr. [redacted] initially thought when he hired our service. Additionally, ouroffice prepared and submitted an
Offer in Compromise on Mr. [redacted] behalf to the IRS in orderto ultimately resolve his tax
liability. To our knowledge, the Offer in Compromise is still openand pending with the IRS Offer in
Compromise department. The IRS has set a deadline of March30, 2015 to provide additional
documentation for the continued review and consideration of theOffer in Compromise.Furthermore, we are also working to
have the debt removed totally through an insolvencyprocess with IRS. Prior to the
complaint being filed, our office was in communication with Mr.[redacted] regarding his concerns. To
resolve this complaint, we have reached out to Mr. [redacted]directly so that we can provide fee
consideration and continue to work to resolve his tax matter. Hehas requested to speak to only one
caseworker on his team and we most certainly will comply withthat request. In addition, we had
previously capped his monthly fees, meaning no further monthlyfees would be required for his
case. We have resolved this directly with Mr. [redacted] at this time. We ask that
you please notatethis complaint as closed as
administratively resolvedIf you require any further
information, please contact our office. Thank you for your timeand assistance with this matter.

Revdex.com:
I have reviewed the offer and/or 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.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
Dear Mrs. [redacted],
                        First
and foremost I only contacted Walls and Associates and asked them to stop contacting
me. I’ve not once contacted them since I contacted Revdex.com for the second time for
anything other than that. I did this because I was tired of receiving calls and
letters from a Ms. [redacted].  I paid
Walls & Associates for a service that was guaranteed that was never rendered
and I still owe the IRS more than $4500.00. I paid this company a lot of money
and I want it back and the only way  I will settle is for the $4800.00, other than that I won’t
settle.

Revdex.com:
I have reviewed the offer and/or 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 belowWelcome to the Wall and Associates Car Dealership.Your car will cost you a $2000 down payment and $350 per month indefinitely, but you should have your car within a year.6 months laterYour car has not come in, we cannot say when it will come in, we cannot tell you what we are doing to get it for you.  Just keep sending us $350 per month or we cannot get your car for you.Another 6 months go by.You want your money back because we did not get your car?  Well, you do not deserve your money back because we made phone calls and sent two letters.  And by the way, the reason you did not get your car is because you did not give us enough time.  Keep sending money.  Oh, and by the way, we did everything we said we would do and this is all your fault.Does this make any sense?  How long would this car dealership stay in business?Your offer is rejected.  I demand a full refund.
Regards,
[redacted]

Dear [redacted],We are writing in response to the recent complaint filed
against our complaint regarding the fees paid and services rendered to **
[redacted] is a durable Power of Attorney handling her father, [redacted], case.Wall & Associates, Inc. has spoken with [redacted]...

and
provided her any additional phone number to another member of the Client
Service’s Group at Wall & Associates, Inc. Per our conversation with her
and upon review, the signed agreement for refund was received on August 18,
2016. It does take our office a few weeks to process refunds. After speaking
with her I confirmed the signed refund agreement was received by our accounting
department and that the refund was the in the process of being mailed to her.I you require any further information, please contact our
office. Thank you for your time and assistance with this matter.

Dear [redacted],We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to [redacted].
[redacted] sought out and hired our services in April 2013 for administrative tax
representation.Our office has tried to reach [redacted] in...

regard to her
concerns, unfortunately, we have been unable to reach her. Wall &
Associates, Inc. has reviewed her case. It appears in June of 2015 Offer
documents were sent to [redacted] that would hopefully see a final resolution to
her case. Our office does see where those documents were returned
electronically, however a subsequent request was made to have those sent via
the postal service since an actual signature is required. It doesn’t appear
that our office has a record of receiving those documents back. Communication
with [redacted] has admittedly, per sparse. Our office has attempted on a number
of occasions to reach her to request those documents be returned and that has
not be successful.I would like to request [redacted] reached out to our office so
that we may speak with her in regards to her concerns and work out a mutually
beneficial arrangement that would see her case completed in the most expedient
manner possible.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.