Wall & Associates, Inc.

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 of 2013 for administrative
tax representation.Walls & Associates, Inc. has spoken...

with [redacted] and came to
a resolution that would see [redacted] case continue with our office and
ultimately allow our office to work the current Offer-in-Compromise that has
been sent to him for review.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.

Dear Ms. [redacted], We are writing in timely response to the
complaint made by Mr. [redacted] received on July 17, 2015 (copy [redacted]). Mr.
[redacted] hired Wall & Associates, Inc. for administrative tax representation
before the taxing authorities to assist in resolving his tax liability. We
realize...

that tax problems are stressful and frightening for any taxpayer and we
work hard to help our clients through these matters. A substantial amount of
work has been completed on Mr. [redacted]’ case. Upon receipt of the case on June 4,
2015, the case file was established and a call was made to Mr. [redacted] at which
time we discussed the history of Mr. & Mrs. [redacted]’ tax liability, and
requested specific financial documentation in order to begin evaluating
possibilities to resolve the tax liability as a whole. A conference call was
scheduled for June 17, 2015 in order to discuss his liability in detail and the
plan to move forward towards an ultimate resolution. We subsequently mailed an
introductory letter to Mr. and Mrs. [redacted] which requested specific financial
documentation in order to evaluate their situation and work towards an ultimate
resolution of their case. On June 5, 2015, we contacted the Internal Revenue Service
and confirmed that there was an outstanding Form 1040 balance in the amount of
$58,248.68 for tax years 2006, 2007 and 2008. We were also informed that Mr.
and Mrs. [redacted] had previously established on a $350/month installment
agreement, which was in good standing at that time. In addition, an Estimated
Tax Payment in the amount of $500 was already on record for the first quarter
of 2015. Our office received a call from Mr. [redacted] on June 15, 2015. He
questioned why our Power of Attorney included tax years dating back to 2003
when his liability only stemmed from tax years 2006, 2007 and 2008. We
explained that the IRS has a ten year collection statute and that in order to
ensure quality service, our Power of Attorney forms typically extend back at
least two to three prior years from the known debt. This is done to make
certain that there are no other outstanding issues on the account that could
hinder progression toward a resolution. During this conversation we spoke with
Mr. [redacted] regarding his initial conversation with Mr. [redacted] regarding the
average savings that Wall and Associates provides to clients. We further
explained that this is an average of all resolutions and that we would be able
to provide him with more specific information about his personal method of
resolution upon receipt of financial documents so that we may discuss his tax
situation in detail. We received this financial information in our office on
June 15, 2015 and spoke with Mr. [redacted] that day to confirm that we had received
the documents. We contacted Mr. [redacted] for the scheduled conference call on June
17, 2015 and discussed his case in detail. During this conference, we educated
Mr. [redacted] about the ten (10) year collection statute with the Internal Revenue
Service. Per our research, we informed Mr. [redacted] that there were approximately
four years left remaining on the collection statute for tax periods 2006, 2007
and 2008 and explained that certain appeals and other actions, such as an Offer
in Compromise, could extend the collection statute. Mr. [redacted] stated that the
previous company he worked with advised him that they did not file an Offer in
Compromise because it would extend the collection statute. We discussed Mr.
[redacted]’ financial statement in detail and he stated that he would not wish to
pursue an Offer in Compromise. Mr. [redacted] also stated that he felt he was
misinformed by Mr. [redacted] and that he would be “paying on the agreement for the
rest of his life.” We apologized for the miscommunication and further clarified
that paying $350 per month would actually not satisfy his debt in its entirety.
We explained that if the collection statute expired while the payment plan
remained at $350/month, that he would save a significant amount of money. We
estimated over the next four (4) years, Mr. and Mrs. [redacted] would pay
approximately $15,000 to the IRS on a debt well over $50,000. We also explained
that the IRS would typically want to review a taxpayer’s financial statement as
the collection statute gets closer to the end and that this could result in an
increased monthly payment if there are any significant changes to the financial
situation. Based on the current status of their payment arrangement with the
IRS, Mr. [redacted] initially informed our office that he would prefer to stay on
the installment agreement rather than work toward an Offer in Compromise or
another resolution program and possibly extend the statute of collections. Mr.
[redacted] indicated that he would be able to handle the IRS himself if they decided
to review the payment arrangement at a future date. Our office explained that
paying on an installment agreement also still carries the increase in amount
owed due to penalties and interest that continue to build on the account. Mr.
[redacted] agreed to another follow up call to ensure that all aspects of his case
were reviewed thoroughly before he made a final decision on his method of
resolution. On June 18, 2015, the case team reviewed the IRS transcripts and
financial statement at great length for Mr. and Mrs. [redacted]. We determined that collections
on these three years are due to expire in approximately May and June of 2019.
After reviewing all aspects of Mr. [redacted]’ case, a preliminary evaluation for an
Offer in Compromise potential amount was obtained by using the IRS calculation
tables. We explained to Mr. [redacted] that there is no guarantee that the IRS would
agree with our figures and that by submitting the Offer, we would be extending
the collection statute by the amount of months it takes for the Offer to be
reviewed and decided upon. We explained that their Offer in Compromise will
involve the analysis of equity in a business they own, and three pieces of real
estate. In addition to the equity analysis, we also notified Mr. [redacted] that
after review of his tax returns, we were concerned about submitting an Offer
while he is taking a loss on his rental property for multiple years in a row.
Mr. [redacted] continued to inquire regarding the communication he had with Mr.
[redacted] about the collection statutes. We explained that it is most ideal to obtain
an Offer in Compromise because that would secure a specific amount paid to the
IRS, whereas an installment agreement could change over time. Due to Mr. [redacted]’
concerns expressed, the case team forwarded a request to our Client Services
Group to discuss his concerns and ensure satisfaction with the services
rendered. Mr. [redacted] spoke with his case team again on June 24, 2015. He stated
that he believed he would still be “better off” continuing with the previously
established Installment Agreement and that he felt as though the money he paid
to our company was wasted. Mr. [redacted] stated that he would continue
communicating with our Client Services Group in terms of his dissatisfaction
with our company. Our Client Services Group spoke with Mr. [redacted] on multiple
occasions in attempts to resolve his growing concerns and address his request
for a refund of the fees paid for the services rendered. We offered to suspend
billing for Mr. & Mrs. [redacted] with our company until we make a determination
on the best route to ultimately resolve their liability and discuss those
options with them. Mrs. [redacted] denied the offer to suspend further billing on
July 10, 2015. Please know that our intention was to resolve the client’s
concerns and discuss a refund that would be feasible. Mr. [redacted]’ complaint
indicated as though he feels that our Associate, Mr. Mader, mislead him in
order to secure him as a client. We are sorry to hear that Mr. [redacted] feels that
way as Mr. & Mrs. [redacted] contacted our company seeking assistance with resolving
their tax debt. Our office quickly began working on obtaining the details on
their liability and answered all questions Mr. and Mrs. [redacted] had regarding
their liability and the IRS Collection Statutes. We advised them of the current
Installment agreement and what can be expected from the IRS as this is not an
ultimate resolution until the collections statutes have expired. We
additionally discussed with them the IRS Offer in Compromise program and how it
would affect the Collection Statutes. There are still options available to
ultimately resolve the [redacted]’ tax liability. We would further like the
opportunity to discuss these options with Mr. and Mrs. [redacted]. We understand the
[redacted]’ concerns regarding the IRS Collection Statutes. Unfortunately, it is impossible
for to know when the Collection Statute Expiration Date (CSED) will be without
obtaining the proper information from the IRS. CSED’s can be extended by
numerous things with the IRS and will not allow us to provide an exact date to
our clients until we obtain the necessary information from the IRS. We are
sorry that Mr. [redacted] feels Mr. [redacted] mislead him regarding this as it was
impossible for him to properly advise them of accurate CSED’s at the time he
initially met with them. We would like nothing more than to help Mr. and Mrs.
[redacted] resolve this. We understand Mr. & Mrs. [redacted] desire for their case to
be resolved quickly and without extending the IRS Collection Statute timeframe.
Unfortunately, our office did not have the opportunity to explore all IRS
resolution options and see which one would best fit their situation. It is
unfortunate that Mr. & Mrs. [redacted] decided to terminate service and
requested a refund before we had the opportunity to completely explore all
viable options to resolve their case. There is still work to be completed on
their case to determine the best route for resolving their tax liability. If
they would like for us to complete our analysis, we ask that they contact our
office directly to discuss moving forward with their case. Ultimately, we put
forth great effort on Mr. [redacted]’ behalf, and we want to resolve this complaint
with the client. We are open to discuss the options for fee consideration with
him so that we can continue work on this matter and determine the best way to
resolve the liabilities with the IRS. There are many options available to
resolve the outstanding balances due the IRS and we request that Mr. [redacted]
contact our office directly to resolve any miscommunication or misunderstanding
that has taken place and to discuss the plan for moving forward with his case.
If any additional information is required, please contact our office directly.
Thank you for your time and assistance with this matter. Sincerely, Wall &
Associates, Inc.

To Whom It May Concern, We are writing in response to the follow up complaint response from Mr. [redacted]. Mr. [redacted] sought out and hired our services in August of 2014 for administrative tax representation. In order to better address Mr. [redacted]'s concerns, I have instructed the case team responsible for his case to forward him copies of all physical correspondence between our office, the Internal Revenue Service, the [redacted] Department of Revenue, and [redacted] Department of Revenue. I will ensure this correspondence is mailed to him. In conjunction with the previously provided case summary we trust this will satisfy his inquiry into the matter and provide him with the documentation he is seeking. I was notified on January 6, 2016 by one of the s.taff in our Client Service Group that Mr. [redacted] was offered fee consideration so that we could actively continue to work his case and resolve any ongoing discrepancies. He subsequently turned down that offer. I once again can assure him our office ha~ spoken with all interested taxing authorities regarding his account. I sincerely hope the correspondence he is going to be provided will satisfy his concerns regarding that matter. We encourage Mr. [redacted] to contact us direc.tly with any subsequent questions he may have or to discuss the terms related to any requests for a full or partial refund. Our office wants to ensure that we address all of his concerns and the best way to do this is to simply speak with someone at Wall & Associates, Inc. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.

Dear [redacted],
We are writing in timely response to the above referenced complaint received on
October 4, 2014 ([redacted]). [redacted] sought out and hired our services in January 
2014 for administrative tax representation. The case team rapidly acted on [redacted]...

[redacted]’ case 
upon receipt and began working towards resolving the tax liability. 
We began work on the case on January 22, 2014. We contacted the clients via telephone 
that day, introduced the team that would be working with them and discussed the case. In 
addition, [redacted] expressed to us that the current [redacted] wage levy has been placing him in 
a severe financial hardship and the team re-assured him that we will do everything we can to 
release it. 
The same day we sent an introductory letter to [redacted] to explain aspects 
of the resolution process with the taxing authorities. An E-mail message with our contact 
information and the team members’ names was also sent to [redacted] per his request. We 
then immediately proceeded with filing the Power of Attorney (POA) forms to the Centralized 
Authorization File (CAF) Unit with the [redacted] ([redacted]). 
We then contacted the [redacted] ([redacted]) and were informed 
that 2008 and 2009 Civil Penalty balances totaled to approximately $46,695. During the call, 
we were able to successfully negotiate a full release of the wage levy against [redacted] 
wages. The team also requested copies of [redacted] Account Transcripts for the years in question. 
We then immediately contacted [redacted] via telephone and E-mail and advised him of the 
levy release. Additionally, we requested specific financial information that we would need to 
review possible resolutions to the case. A letter was then mailed to the [redacted] requesting that the 
account be placed in a Currently Non- Collectible status.On January 30, 2014, we again phoned [redacted] and left a voice message. On 
February 5, 2014, we left another message. We did speak with him on February 6, 2014, and 
were able to schedule a conference call for February 17, 2014. A reminder letter was then 
mailed to [redacted] via postal mail and E-mail. 
The team then worked to prepare [redacted] form 433-A, Collection Information Statement 
for Wage Earners and Self-Employed Individuals, based on all of the information we had 
received from the [redacted]to date. On February 17, 2014, the case team contacted [redacted]
for the scheduled conference call. We were able to discuss the financial information that was
needed to finalize form 433-A, as we had not yet received those documents. [redacted]
advised that he would gather the required documents and forward those to our office. We also 
discussed their previous bankruptcy filing and gathered information about [redacted]' 
childcare expenses. We requested that [redacted] keep us informed if they were to 
experience any changes in their income or expenses, as these actions may affect the course of 
their case. 
On March 7, 2014, the team sent [redacted] a letter reminding them of the
2013 Form 1040 filing deadline and if needed we could assist them with having an extension 
filed by [redacted]. We then discussed this matter with [redacted] via telephone and 
he advised the team that he would not need an extension this year, as his accountant was 
working on the return.
The team continued to work on [redacted]’ financial statement to plan for 
resolution. After we updated the financial statement using the current paystubs received, we 
then mailed [redacted] the updated Form 433-A on March 28, 2014 for their review. 
We received a call from Mrs. [redacted] on April 1, 201 advising our office of financial 
changes forthcoming. Pursuant to our discussion, Mrs. [redacted] advised that she would forward 
documents to substantiate the additional expenses. The case team continued to work with Mr. 
& Mrs. [redacted] on additional changes to their financial statement. On April 8, 2014, we 
contacted the clients to advise that we had not yet received the documents we discussed 
previously and left a voice message. We received a call back from the clients, but the call 
dropped before we could speak with them. We immediately called Mr. and Mrs. [redacted] on 
all available telephone numbers and left multiple voice messages.
In April 2014, our company was alerted to the existence of ongoing phone scams in the 
U.S. in which callers posed as [redacted] employees demanding immediate payments. As a courtesy, 
we mailed a letter to the [redacted]’ making them aware of this scam and asking them to refrain 
from engaging with anyone requesting direct funds. We forwarded this letter to Mr. & Mrs. 
[redacted] on April 9, 2014 to make them aware of the danger posed by the scam. After 
performing a case review, we determined that we still had not received the reviewed Form 433-
A from Mr. and Mrs. [redacted]. We sent another copy of the form to [redacted]’ E-mail 
address requesting he review and notate the changes we previously discussed. 
We were able to speak with [redacted] on May 23, 2014. We further discussed his 
financial situation and expenses during this call. [redacted] requested that we E-mail the 
financial statement to his spouse and copy him on the message. The team then made further 
changes to the financial statement per [redacted]’ suggestions, and sent the letter via E-mail to both clients. Per our review of the form, we discussed options with [redacted] for his case. 
He also told us of further changes he wished to make to the form.
We received a call from [redacted] on June 10, 2014 and he advised the team that he 
had arranged to sell his property and that the closing date was July 27, 2014. We discussed the 
Federal Tax Lien that had already been filed by the [redacted] on the property in question. The team 
explained what typically happens in the event of a property sale with Federal Liens [redacted]. 
The team explained to [redacted] that we were still working towards planning for a viable
resolution to their tax debt and that our office could place a request with the [redacted] to remove the 
current tax liens but that it was not guaranteed they would be removed. 
We had another lengthy conversation with [redacted] on June 10, 2014 and explained 
that it is unlikely the [redacted] could process and accept an Offer in Compromise by the closing date. 
We discussed other options with him for the removal of the lien, such as Lien Withdrawal, Lien 
Discharge and Fresh Start Installment Agreement Lien Withdrawal with the client. The team 
then continued to further research this matter and we again spoke with [redacted] on June 
12, 2014. We discussed the possible options to have the lien released or removed with Mr. 
[redacted]. The team also explained the penalty abatement process to [redacted]. 
The case team received copies of [redacted]’ [redacted] Account Transcripts on 
June 18, 2014 from the [redacted]. We also spoke with [redacted] the same day and explained that 
we were working on providing him with the list of current balances due and penalties on the 
account. The team then continued with the review of Mr. and Mrs. [redacted]’ [redacted] transcripts. 
We again spoke with [redacted] on June 19, 2014 and provided him with the balances for 
Form 1040 and Civil Penalty liabilities, as [redacted] previously requested this information. 
The team again discussed the upcoming closing on the property with [redacted]. We 
explained that, normally, the [redacted] would retain the funds covered under the Federal Tax Lien 
and release any remaining funds to the taxpayer in conjunction with the property sale. Mr. 
[redacted] then requested to speak with a supervisor and the team supervisor immediately joined 
the conversation. [redacted] advised that he wished to pay off the [redacted] balance. We further 
discussed that option and then E-mailed [redacted] copies of his [redacted] Account Transcripts. 
The team received a call from [redacted] on June 24, 2014. [redacted] requested 
directions for sending the proceeds from the sale to the [redacted] and the team discussed the process 
with him. The team then advised [redacted] that we could also submit a request to the credit 
reporting agencies in order to have the liens that were released removed from his report or 
reported as released to improve his score. We explained to [redacted] that we could also 
submit a request to remove penalties and corresponding interest from his tax account. He 
advised us that he would think about whether he wants to pursue those options and would then 
contact us back with his decision. 
The team contacted [redacted] and we again discussed his options now that the home 
was being sold. [redacted] advised that he wished to have us perform the credit clean-up 
process and send in a penalty abatement request on this account. The team then inquired about 
the lien release notices, which [redacted] should have received by that time. [redacted] 
advised us that he did not have the lien release certificates. The team then mailed Mr. & Mrs. 
[redacted] credit clean up authorization forms. We received another call from [redacted] on July 21, 2014. The team discussed the 
credit clean up forms with him. The team again reviewed the case file and determined that we 
have not yet received the credit clean up forms or the lien releases from [redacted]. 
The team contacted [redacted]’ Lien Department and requested copies of the lien releases to be 
forwarded to our office. The team also prepared and submitted a penalty abatement request to 
the [redacted]. 
We spoke with [redacted] on August 15, 2014 regarding his case and the current 
status. We again spoke with him on September 5, 2014 and advised that we still had not 
received the signed authorization forms we sent to him so that we could communicate with the 
credit agencies and complete the credit cleanup process. We mailed [redacted] another copy 
of credit clean up authorization form on September 15, 2014. The same day the team manager 
contacted [redacted] to discuss his concerns regarding his case. [redacted] believed his 
case was complete. The manager explained that his case was still open and active as all of the 
required steps had not been completed. It was further explained to [redacted] that we needed
the credit clean up authorization forms back from him. [redacted] then informed us that he 
did not wish to pursue the credit cleanup process and that he wished to close out the case. In 
addition, [redacted] advised that he had not received any of the letters previously sent to his 
mailing address which we verified. 
The same day the team ordered [redacted] Account Transcripts for Forms 1040 and Civil 
Penalty for 2004 to 2013 period. The case was then forwarded to upper management for a final 
review before closure. Our accounting department was also notified of the submission. We 
also sent [redacted] a letter confirming that he did not wish us to proceed with the credit 
clean-up process. 
The team received another call from [redacted] on September 16, 2014 and Mr. 
[redacted] advised us that he was promised a complete refund of all fees paid to our company by 
one of his caseworkers, and we informed [redacted] that we did not have such a conversation. 
[redacted] was immediately referred to our Client Services Group to further address his 
concerns and request for a refund. 
We were unable to complete the full work on the case that we normally complete for 
clients. Furthermore, there are options to review with the [redacted] for penalty abatement on the 
case which could result in refunds to the client. We would be willing to offer that service at 
no fee to [redacted] if he wishes. 
If you require any further information, please contact our office. Thank you for your 
time and assistance with this matter.
Sincerely,
Wall & Associates, Inc.

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.[redacted]
I would like to thank you for all you have done to help in this matter but, I can see wall & accoiciates is not going to comply to my resolution of a $2500 dollar refund. I did get the contract in the mail however; it is missing documents as my husband and I did sign more based on the salesmens direction. In any case I will have my attorney start the process of litigation. I do intend on pursuing this case to the full extent of the law within the State of Colorado as this is where the offense took place. To be honest one would think the $2500 refund would have been a reasonable refund vs a lawsuit but, everyone must do what they feel is right. Being wall refuses my offer of the refund of $2500 dollars you may at your discretion close this case as unsatified. 
Regards,
[redacted] And [redacted]

Worse service ever.. they just give you the run around.. I went with Jonathan d. P[redacted] (tax consultant) and give $300 deposit. The very next day a called in to cancel service and to get a refund and it's been 2 weeks and still don't get anything back. I've been calling accounting and all they say is that they will call me back and never do. Which by the way the girl from accounting her name is Sandy. Also I spoke to Jonathan d. P[redacted] today and his answer back to me was ooookkkk ooookkkk clearly they don't care. So people be careful. With this place. For sure I'm going to Revdex.com and the local news to file a complaint

Dear [redacted],We are writing in timely response to the above referenced additional comments receivedon November 5, 2014 (copy [redacted]). We are sorry to hear that our previous response did notresolve the [redacted]’ complaint** Please note that we have attempted to resolve the [redacted]’complaints and are willing to continue negotiating to an agreeable resolution of the complaint.[redacted] states that in the contract she was sent had missing documents that weresigned by them. The document sent to the [redacted] by our office included all three pages of theAdministrative Tax Controversy contract along with the Addendum A, the credit cardauthorization form. At the time that the [redacted] agreed to our services, they also signed Powerof Attorney Forms which were immediately filed with the [redacted] ([redacted]) toinform them of our representation. The Power of Attorney forms are not part of the contract forour services nor do they bind the [redacted] to anything.Again, we would be glad to discuss the case further and the work that was performed withthe [redacted] We are willing to negotiate a partial refund with the [redacted] We are prepared tooffer a $1,250 refund to the [redacted]in a good faith effort in our commitment to excellent customerservice. Finally, the [redacted] again indicated that they are wanting to pursue legal avenues, werequest that they consider the refund we are offering. If that have further questions or wish todiscuss the refund further, we request that they contact our office directly.If you require any further information, please contact our office. Thank you for your timeand assistance with this matter.

Dear [redacted],
We are writing in timely response to the above referenced complaint received on July 14, 2014 (copy enclosed). Wall & Associates, Inc. provides administrative tax
representation before the taxing authorities, as we did in [redacted] case. We realize...

that tax problems are stressful and frightening for any taxpayer and we work hard to help our clients through these matters. We also realize once a client hires our office they want a resolution right away. We work as quickly as possible to resolve tax matters, but working with a party such as the IRS, and working with tax matters that cover a span of several years in the past can mean resolutions take time.
A substantial amount of work has been completed on [redacted] case upon hiring our services for administrative tax resolution for the IRS on June 24, 2013. Upon receipt of her case we attempted to contact her to go over the initial case information received and left a message for a return call. We sent an E-mail to her that day as well and asked her to contact us regarding her case. The Power of Attorney forms were then immediately filed with the IRS to notify them of our representation. We received a return call from her later that day and scheduled a conference call for her on June 28,2013. We then contacted the IRS and were informed that there were current balances due for Form 1040 for tax periods 2006 through 2011 in the approximate amount of $56,164.71. The IRS also informed us that the 2012 Federal Return remained unfiled. We ordered internal transcripts from the IRS in order to verify this information.
On June 26,2013 we spoke with [redacted] regarding the 2012 Federal Return that was unfiled according to the IRS. She stated that she had filed it at an IRS office in Philadelphia and would locate the retum and send it to our office so that it could again be forwarded to the taxing authority. We then received correspondence on June 28, 2013 from [redacted] that stated that she would not be able to hold the scheduled conference call and asked that we contact her at 4:00 pm EST instead. The [redacted] was then contacted and the Power of Attorney form faxed directly to the representative who advised that it would take six to eight weeks to process. We did speak with [redacted] later that day for the conference call as she requested and reviewed the financial statement with her on the phone. [redacted] advised us that she was not current with Estimated Tax Payments and was still self-employed. During our call, we talked with her about the IRS filing and payment requirements and also asked that she supply our office with the financial information we had previously requested in order to evaluate possible resolutions to her tax matter.
We contacted [redacted] again on July 8, 2013 to follow up on the requested information and she indicated that she was still trying to locate the 2012 Federal Return and would send it to us as soon as possible. We also advised her that there according to our call with the IRS that there was an installment agreement in place that had resulted in a collection hold on enforced action by the IRS.
We contacted the State of Pennsylvania again on July 11, 2013 and spoke with [redacted] regarding the account. He advised us that [redacted] had a balance due for tax periods 2007,2009, and 2010 in the approximate amount of $4,625.03. He further advised that the 2009 and 2010 returns were filed by the State on her behalf. We received an Email from [redacted] on July 24 ,2013 and attempted to contact her regarding it that same day; however, were unable to speak with her directly. We received additional E-mail correspondence from [redacted] on August 12, 2073 and confirmed receipt of the information that she had supplied.
We contacted [redacted] on September 13, 201,3 to again follow up on the 2012 Federal Return and she advised that she would work on sending a copy to us. We also addressed the Estimated Tax Payment requirements with her again and advised her that once we received the 2012 return we would help her calculate the amount she would need to pay quarterly. We again talked with [redacted] about the return and estimated tax payments on October 16,2013 and she stated that she would send the return to our office.
We attempted to reach [redacted] on October 25,2013, October 28, 2013, and November 5,2013 to discuss her case; however, we were unable to reach her on those occasions and messages were left each time. We were able to speak with her on November 12,2013 and [redacted] advised us that she had received a levy. We contacted the IRS collections department that day and spoke with [redacted] (ID# [redacted]) who informed us that the IRS would not entertain another installment agreement due to noncompliance with filing requirements for 2012 but then confirmed that there were no active levies on the account. We then contacted the collections department of the [redacted] and spoke with [redacted]. She asked that we fax a copy of the Power of Attorney form and she would contact us back which was completed immediately. We followed up with [redacted] and advised her of the conversation with the IRS. [redacted] then advised that she believed her aunt had filed a judgment against her and that might have resulted in the levy. We advised her to seek legal advice regarding that particular situation.
We again contacted the IRS Automated Collections System on November !3,2013 and spoke with [redacted] (ID# [redacted]). We again verified that there was no collection action in place with the IRS. We contacted [redacted] with [redacted] collections division as well and discussed with her that while the state was incapable of aggressive collection at that time, she would suggest a payment plan in the amount of $175 per month so that the balance could be paid within a 12 month span. We attempted to discuss this matter with [redacted]; however, we had to leave a voicemail message. [redacted] did return our call later that day and we advised her of our discussions with the IRS and State. We followed up with the IRS on November 14,2013 and discussed the account with them again. We spoke with [redacted] (ID# [redacted]) and [redacted] (ID# [redacted]). We were able to ascertain that a payment had posted to [redacted] account which indicated levy action. We reviewed the financial statement with the IRS representative in detail and it was determined that [redacted] had an ability to pay of $878 per month and the IRS would not agree to hold collection action until the 2012 tax return was filed. We discussed with the representative the hardship that the levy had caused [redacted] but they again requested that the 2012 return be filed to work towards an alternative to the collection action in place. We spoke with [redacted] that day as well and asked again that she send us the 2012 Federal Return. She indicated that she would attempt to get us the 2012 return.
We spoke with [redacted] again on November 18, 2013 and addressed concerns she had expressed regarding her case. During this conversation [redacted] stated that she had never been informed that the 2012 tax return had been requested although we had discussed this information with her on multiple occasions and also shared with her written correspondence that requested the same. The next day we sent a follow up letter to [redacted] regarding our conversation along with a copy of the letter that had been sent to her in June of 2013 that included the wage and income information for 2012 to assist her with the tax preparation needed for that year, and the financial statement for her review. We called her that day and advised her that we had sent this information for her review. We then contacted the collections division of the IRS again and spoke with [redacted] (ID# [redacted]). [redacted] refused to put a hold on collection action so we asked to speak with her manager. We then talked with [redacted] (ID# [redacted]) and were able to receive a hold on the account that would block future levy action as long as the 2012 return was received timely. We discussed the IRS refunding the previously levied funds and [redacted] stated that we would need to provide the IRS with cut-off, eviction, or disconnection notices that would prove a financial hardship. We spoke with [redacted] on November 25,2013 and went over the information required to have the levied funds returned to her and she stated that she would fax the documents to us from work the very next day.
We then received notification from our accounting department that [redacted] account was placed into a non-working status due to a missed payment on December 4, 2013. We called [redacted] on December 10, 2013 to follow up and she advised that she will be making a payment soon.
On January 14,2014 [redacted] sent an E-mail to the case team that indicated that she had concerns about her case progress. We contacted her that day and spoke with her about her case in detail and she indicated that once she received a paycheck she would become active again.   On February 25, 2014 [redacted] sent further E-mail correspondence that asked us how much she would have to pay to return her case to active status with our office. We contacted our accounting department and called [redacted] to advise her of the balance due. On March 17, 2014 we received notification that [redacted] account was returned to an active status. We followed up with [redacted] on March 19,2014; however, had to leave a message.
We spoke with [redacted] regarding the state debt on March 21, 2014 and advised her of the hardship [redacted] had been going through. She gave us additional time to follow up with her regarding a payment plan. We remained in communication with [redacted] over the next few days concerning the unfiled tax returns. We attempted to reach [redacted] on March 28,2014 to discuss this matter further; however, were not able to reach her. We were able to speak with her in depth about her case on March 31, 2014 and also discussed a possible bank levy. At the end of the call, we asked that she provide to us the information regarding her son's account and also provide us with the necessary tax returns so that we could continue to move towards a resolution of the case.
We called and spoke with [redacted] again in depth on April 30, 2014 and discussed the needed returns, hardship notices, and financial information. [redacted] again stated that she would fax the information to us the next day.
On May 6,2014 our accounting office advised us again that [redacted] account was placed into a non-working status due to a payment discrepancy. The IRS did file a tax lien in early June 2014. This is common procedure by IRS for anyone with an outstanding tax debt. However, we let all clients know that once the tax debt is resolved we ensure the liens are released and perform credit cleanup for them. We then received notification from our accounting department that [redacted] case was closed due to nonpayment on June 6,2014. We spoke with [redacted] on July 10,2014 and reiterated the information that we needed from her and that her account was inactive. She indicated that she would contact the accounting office in order to activate her account. We talked with about the balance she would owe for the 2013 tax period as well. On July 14,2014 we received an E-mail from [redacted] and in return we placed a call to her to follow up; however, she was unavailable. We then responded to her E-mail and requested that she contact our office directly to discuss her case. She E-mailed in response that same day and asked if we had received her information. We confirmed with her that we received her bank statements and a copy of the 1099-MISC, Miscellaneous Income, statement for 2013.
[redacted] compliant states that a lien was filed against her and she lost her check. From the detailed account of the work completed, we maintained communication with the IRS and [redacted] regarding her account status and to ensure that all aggressive collection action in the form of levies was on hold. We additionally worked with the IRS in November of 2013 to release the levy and requested to have the account placed into a hardship status to keep further collection action at bay with the terms of the 2012 1040 return being timely filed. We also initiated the request for any levied funds received to be issued back to [redacted] in which additional documentation was needed by the IRS.
Ultimately, we put forth great effort on [redacted] behalf, and would like nothing more than to resolve the ongoing concerns that she has expressed in the
complaint. We are also open to discuss the options for fee consideration with her so that we can continue work on this matter. There are many options available to resolve the outstanding balances due the IRS and Pennsylvania and we request that [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with her case. If any additional information is required, please contact our office directly.
If you require any further information, please contact our office. Thank you for your time and assistance with this matter.
Sincerely,
[redacted]
Director of Public Relations

Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in May of 2014 for administrative tax...

representation. I have reviewed Mr. [redacted]'s case in detail. Mr. [redacted] was referred to our Client Services Group in response to information he had provided the case team stating he was going through a financial hardship. Our Client Services Group did offer fee consideration in an attempt to help him during this time. He agreed to accept this form of fee consideration, but was requesting a more comprehensive form of fee consideration that our office just could not authorize. While Mr. [redacted]'s case was with our Client Service Group he raised several issues that we feel could be easily addressed. One of the concerns he raised was in regards to the number of individuals who have worked on his case. He stated it felt like he had to start over again every time he called in as he spoke to a different member of his team. If Mr. [redacted] desires a "single" contact at our office, who is a member of his case team, we can easily accommodate that request. It appears Mr. [redacted] had already stated he preferred one individual on the team. In Mr. [redacted]'s complaint he stated that he doesn't get return phone calls in a timely manner. Part of the reason our office utilizes teams is because we are frequently on the phone with the Internal Revenue Service, state taxing authorities, or other clients. Teams make it easier for someone to always be available. Since Mr. [redacted] prefers to speak to one individual part of the issue could be that they were unavailable at that time. Our office does have a strict policy of returning all calls received, during business hours, that same day; He would have received a return phone call by close of business on the day he contacted us. · I have contacted our accounting office and as of February 02, 2016 Mr. [redacted]'s case is still active, he has not been dropped as a client, and his case hasn't been placed on a stop work status. Our office submitted an Offer-In-Compromise to the Internal Revenue Service in November on his behalf which is in queue to be assigned an ofter examiner. We would like nothing more than to resolve M.r. [redacted]'s concerns regarding the services we are providing and to finish his case. We request that he once again reach out to our office and allow us to work with him in making am~ngements with us to prevent his case from . moving into a stop work status. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.

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.
When I paid the deposit and hired W&A, I told them I took a 2nd job to afford their monthly fee,  I was not available for phone calls during their business hours, so they ok'd communications through email. (The same way they agreed & allowed me to make bi-weekly payments of $175, but yet I'd still get phone calls and "late notice" letters in the mail!)
When they asked for the paper signed documents, I questioned "why?" since from the time I hired them all documents were accepted electronically (because it was a faster process to get them the documents they needed, and a better "paper trail" as to whether they received the items or not!) As they state in their letter - in June 2015 (almost a year & a half later of working with them) they asked me to mail them physical copies  - which I did, twice, because I was told they never received the signed copies in the mail. (2nd signed docs sent in Aug. 2015). IF they never received them how come I never got a voice message, email, letter in the mail from W&A ? I didn't move, my phone number and email are still the same! Maybe they filed my paperwork under someone else's SSN, since I received multiple documents with someone else's SSN on them?
To this day, I never got a call from them! Which was also strange because I stopped paying them, I thought that would prompt them to get in touch with me, but they never did.
I need to make arrangements with the IRS and pay the IRS, I do not want to "attempt" to work with Wall & Associates again. They don't work in a timely manner, they are not thorough and they do not do a good job at keeping their clients in the loop. I'd have to be taking long breaks at work just to call & get a status on my case! This was way too stressful for me, I missed almost 3months of work due to anxiety & depression in Sept. 2014 - Nov. 2014, I cannot waste any more of my time trying to settle things with the IRS by going through Wall & Associates! I cannot get my time back but I need my money back ASAP! I think it's fair to only ask for half of it back!
I am happy to provide copies of all my emails and notes I have taken for the past 3 years proving their poor business practices!
Regards,
[redacted]

Dear [redacted]
We are writing in timely response
to the above referenced complaint received on
September 17, 2014 (copy
[redacted]). Wall & Associates, Inc. provides administrative
tax representation before the
taxing authorities,...

as we did in [redacted]’s case. We
realize that tax problems are
stressful and frightening for any taxpayer and we work hard
to help our clients through these
matters. We also realize once a client hires our office
they want a resolution right
away. We work as quickly as possible to resolve tax matters,
but working with a party such as
the IRS, and working with tax matters that cover a span
of several years in the past can
mean resolutions take time.
A substantial amount of work has
been completed on [redacted]’s case upon hiring
our services for administrative
tax resolution for the IRS on July 1, 2013. Upon receipt of
the case we attempted to contact
him to go over the initial case information received and
left a message for a return call.
The Power of Attorney forms were then immediately filed
with the IRS to notify them of
our representation.
We were finally able to speak with
[redacted] on July 7, 2013, at which time we
introduced the team that would be
working with him, discussed the case, and scheduled a
follow up call with him to occur
on July 18, 2014. The case team then contacted the IRS
Automated Collection System and
was informed that Form 1040 tax returns for 2010 and
2011 were unfiled and that there
was a balance of approximately $57,770 for 2007 and
2009 tax years. The team also
requested copies of IRS Accounts Transcripts and Wage
& Income Transcripts for the
years in question to verify the information provided by the
representative.
We again spoke with [redacted] on
July 15, 2013 and during this call, we
discussed the various IRS notices
[redacted] received in the mail. We then worked to
prepare IRS Form 433-A,
Collection Information Statement for Wage Earners and Self-
Employed Individuals, based on
all of the information we had received up to that date
from [redacted]. On July 18, 2013,
we called [redacted] for the scheduled conference
call. Unfortunately, we were not
able to speak with him and a message was left
requesting a returned call. On
July 25, 2013, the team filed Power of Attorney forms
with the State of California to
notify them of our representation.
We attempted to contact [redacted]
again on August 5, 2013 but had to leave a
message. We again called him on
August 12, 2013 and we were able to speak with him
regarding his case. We spoke with
him about his filing requirements and Federal Tax
Deposits. During this call, we
also instructed [redacted] as to preparation of a Profit and
Loss statement for his business.
The team also verbally finalized [redacted]’s personal
and business financial statements
during the call. An E-mail message was then sent to
[redacted] later that day to remind
him that we still had not received copies of his bank
statements or the Profit and Loss
statement.
On August 15, 2013, the team
spoke to [redacted] to address a message he left
with questions and concerns
regarding his case and we were advised by [redacted] that
the issue had been resolved. He
had called to refer a friend to our office.
As we had not received the
documentation we had requested from [redacted], we
contacted him on September 27,
2013 to follow up. We left a voice message for him
requesting a return phone call.
We again attempted to follow up with [redacted] on
October 11, 2013, but had to
leave another voicemail message. We again attempted to
contact [redacted] on November 26,
2014, but were again unable to speak with him
directly. The next day we sent [redacted] a letter that informed him of our attempts to
contact him and requested a call
back as soon as possible. The case team then mailed [redacted] a letter on
December 20, 2013 requesting a copy of his 2013 tax return once it
was filed in early 2014.
We again contacted [redacted] via
telephone on January 17, 2014, as we still had
not received the requested
documents from him. We were not able to speak with him and
left a voice message that
requested a call back. We also sent [redacted] an update letter
on January 20, 2014.
On February 18, 2014, our office
received a Notice of Federal Tax Lien from the
[redacted]. We
contacted [redacted] via telephone to advise him of the
actions we are planning to take
in a response to this notice, but were unable to speak with
him and left a voice message. The
team then performed another review of the case and
sent [redacted] a letter with the
list of documentation needed. We contacted the client
again on February 25, 2014, and
left another voice message.
On February 26, 2014, we were
finally able to speak with [redacted]. He
advised us that he had received a
levy from the [redacted]. We reassured
[redacted] that we would work with
the state on reaching a collection alternative
and requested a fax number for
his bank’s legal department. The team also advised [redacted] of the various
financial documents we had not yet received from him. The team
then immediately contacted the [redacted] and were advised that total balance
due as of February 26, 2014was
approximately $34,327 and that tax years 2005, 2006,
2007, 2009 and 2011 were unfiled.
We were also informed that the taxpayer needed to
provide copies of his most recent
bank and income statements. The case team then
contacted [redacted] and advised
him of this request. For the next few days, our office
maintained communication with [redacted] and the [redacted] regarding this
matter and provided documentation
to them in an effort to release the levy. Upon receipt
of the required documentation,
the state sent the request for levy release for review and
approval.
On March 4, 2014, the team again
spoke with [redacted] and we discussed the
status of the levy release. We
reassured the client that we had provided the state with the
requested documentation and the
matter was under review. Our office continued to
follow up with the [redacted]regarding
the levy. On March 7, 2014, we sent
another request for the release
of the levied funds via facsimile to the state.
On March 6, 2014, our office
filed for an IRS Collection Due Process Hearing
Request in response to Notice of
Federal Tax Lien dated January 28, 2014. The team
also sent [redacted] a letter
listing his filing requirements and the various options he had
regarding filing the returns.
Also that day, we were notified that due to payment issues,
we had to stop all work on [redacted]’s case. However, in a good faith effort we did
continue to check in with the [redacted]regarding the levy despite the payment
issues with the client.
On March 10, 2014, our office
again contacted the [redacted]and
spoke with multiple agents via
telephone. The representative notified us that [redacted]
had contacted the state on March
6, 2014, and provided them with an updated detailed
financial statement. Our office
was able to negotiate a full release of the levied funds, but
only under the condition that the
client provided additional financial documentation and
signed Forms 3561 and 3567. We
then contacted Trudy, the [redacted]agent
whom [redacted] had spoken with,
and requested additional information about what was
agreed upon during her call with [redacted].
The next day we received a call
back from Trudy and the team further discussed
the actions taken on this
account. Trudy advised us that she requested that [redacted]
provide her with the names,
Social Security Numbers and amounts of payroll owed for all
current employees; however, this
information was not provided to her. We informed
Trudy that we would attempt to
work with the client on gathering this documentation,
and she gave us a deadline of
April 8, 2014 to provide these items to her.
On March 18, 2014, the team
contacted [redacted] to further discuss the items
requested by the state and the
payment discrepancy on the account. Unfortunately, we
were not able to speak with [redacted], and had to leave a voice message. After we had
attempted to contact [redacted] on
several occasions via telephone with no response, the
team mailed [redacted] a letter
requesting immediate contact.
We had no further contact from [redacted] until April 22, 2014. He contacted
our office to inform us that levies
had again been placed against him. We informed [redacted] that we had stopped work
on the case due to the payment issues. [redacted]
advised the team that he was not
aware of this, has and that he had not received any of
our letters or calls. [redacted] did
verify that the contact information we had on file was
correct. [redacted] then advised us
that he no longer wished to pay the monthly fees
that he previously agreed to in
the original contact; however, he requested further work to
be performed on the case. We then
sent his case to our Client Services Group to further
address his concerns. Calls were
made to [redacted] from that office but he did not
return any messages. Two letters
were sent from that office to [redacted] but he did not
respond. Therefore, all attempts
to contact him were stopped after early May 2014.
Ultimately, we put forth great
effort on [redacted]’s behalf, and would like
nothing more than to resolve the
ongoing concerns that he has expressed in the
complaint. We are also open to
discuss the options for fee consideration with him so that
we can continue work on this
matter. As we mentioned we attempted to handle his
concerns internally through our
Client Services Group, however, [redacted] did not
respond to their contacts. There
are many options available to resolve the outstanding
balances due the IRS and [redacted]
and we request that [redacted] contact our office
directly to resolve any
miscommunication or misunderstanding that has taken place and
to discuss the plan for moving
forward with her case. If any additional information is
required, please contact our
office directly.
[redacted] refers to our office
charging his credit card. This is correct and we
did so simply because he
authorized it. Our clients are not required to pay by credit card,
or any specific means. It is
their preference and choice as to which method they use to
pay their fees. Credit cards are
only used if the client authorizes it and signs our form
authorizing it.
[redacted] came to us with a severe
tax problem that required professional help.
We worked as hard as possible on
the case. But, communication from the clients is
required in order for us to work
and achieve the best possible results on a case. We
would be glad to work with [redacted] again on his tax case and if there are other means
of contacting him that are more
preferable, we are certainly glad to adjust our methods of
contact. For example, if
regularly scheduled calls are more conducive for his schedule
we can set those up in advance.
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.
Wall's response is, factually, incorrect in the following ways. Perhaps they, honestly, do not understand and this correction may persuade them to, at least, restore the previously offered settlement.1. The attempt to resolve this matter directly with me was characterized by increasingly scarce answered or returned phone calls over the last several weeks of what I had, originally, understood to be a process that should only last, perhaps, two or three weeks. After responses were drying up, apparently deliberately, I turned to the Revdex.com for assistance in resolving this matter. I HAD NOT RECEIVED ANY RESPONSE OR OFFER AT THE TIME I CONTACTED THE Revdex.com, whose records will confirm that my report to the Revdex.com predated the offer made by Wall. In fact, I had been following up, by phone, with the Revdex.com to confirm the time frame for the Revdex.com to communicate my concern to Wall when they explained it had, already, been conveyed to Wall almost immediately. It was the very next day, after Revdex.com told me that Wall had been informed, that I, finally, after weeks of silence, heard from Wall. I think there is substantial reason to question the sincerity of this line of defense.2. Wall may produce a case summary at no additional expense to me. Along with many dozens, or more, whose experiences with Wall have found their way to the Revdex.com, apparently this is a chronic and unresolved professional failing, on the part of Wall, to keep their clients apprised, regularly, of the progress of their case, weekly, even monthly. It continues to this day. All I would receive was monthly billings for unspecified services and often redundant requests for my budget and certain legal forms I signed repeatedly. My phone calls were answered with fairly canned replies that didn't, always, jive with the previous one. I am not requesting any summary, at this point. I only commented that I never have received such. As I was told, on the phone recently, when requesting a minor favor, "my case file is closed". They would not help me. Their time is, therefore, also up for providing what they did not provide in a timely and appropriate manner. The information should have been provided, as standard and efficient business practice, back in April and May.3. As I detailed, my revised request was based on the words in the settlement agreement, provided by Wall, which characterized my contractual obligation as limited to the monthly payments. Those totaled, per the Wall Customer Service representative, $800. Naturally, I requested a new agreement to reflect a figure in line with my bare minimum contractual obligation as their services were very limited and could not or should not have exceeded, legitimately, $800. I am acutely aware that a very substantial commission must have been paid to the salesman who met us in an executive office rental and rushed us for a check for $10,000, up-front. If my statements about $800 are incorrect, then so, too, is the letter they sent me. I have provided a copy to the Revdex.com. My actions were based on their letter. They have made no effort, directly or through the Revdex.com, to correct or explain the words of their own letter.AGAIN, THE COMPLAINT TO THE Revdex.com PREDATED ANY OFFER FINALLY RECEIVED FROM WALL AND THE REQUEST FOR A REVISED AGREEMENT WAS BASED, SOLELY, ON WORDING IN THE LETTER THEY PROVIDED ME. I ASSUMED THEY MUST BE, LEGALLY, OBLIGATED TO PROVIDE THAT CHARACTERIZATION OF THE TERMS I HAD SIGNED-TO IF THEY WERE TO RECEIVE A MORE GENEROUS PAYMENT.4. At this point, to avoid costs of litigation, I am willing to accept the offer already made, one which came after two previous offers which, I believe, were $5,000 and $7,500. I accepted the $8,800, unaware of the precise minimum obligation until they advised me of it. If Wall will restore the $8,800 offer, I will do whatever is possible to update the permanent, public record at the Revdex.com to reflect that a settlement was agreed-to and, if it is possible, I will refrain from specifying the amount of that settlement. It can remain confidential. Otherwise, as I understand it, the text of my complaint(s) will become part of the public record for people checking with the Revdex.com before paying thousands to this company for promised services.
Regards,
[redacted]

I can sincerely say that wall & associates is a great company. I especially have to give special praise and thanks to Brittany S[redacted]. I was going through breast cancer at the time and was to weak to get the help I needed but she fought for me and encouraged me not to give up. She guided me every step of the way and the outcome was very successful. I would highly recommend wall & associates and good people like Brittany S[redacted] who represent the company to everyone.

WALL & ASSOCIATES, INC.P.O. Box 747Phone: 877-291-1109Marshall, Virginia 20116Fax: 877-291-1114
 
October  10, 2016By E-mail: [redacted]
Revdex.com Serving Central Virginia ATTN: [redacted]
720 Moorefield Park Dr.,...

Suite 300Richmond, VA 23236RE:  Mr. [redacted]; Revdex.com Case#: [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 Mr. [redacted]. Mr. [redacted] sought out and hired our services in April of 2015 for administrative tax representation.Mr. [redacted] raises several concerns in his complaint that our office will hope to address. The [redacted], barring certain situations, normally has 10 years to collect any outstanding balance that is owed to them. Upon receipt of Mr. [redacted]'s case it was explained to him that a number of tax years, for which he hired representation, would reach this collection statute date in early 2016. Our office formulated a case plan based on this situation that would see to it that these statute dates were not extended. To date, based on that plan, these balances have dropped off saving Mr. [redacted] a significant percentage of the taxes he did owe.Our office is unsure who spoke to Mr. [redacted], but according to his complaint, it states that an [redacted] representative stated it was "hard for them to speak with us." Unfortunately, the division Mr. [redacted] is with at the [redacted], does not normally place outbound calls to collect taxes and as such it is simply one of many baseless arguments the [redacted] will make in order to cause friction between a taxpayer's representatives and their clients. I have attached correspondence that proves our ongoing communication with the [redacted].Finally, our office, in good faith, did waive a couple of the monthly fees to which we are entitled, due to Mr. [redacted]'s concerns, and the fact a state levy did occur on his account in mid-2016. Unfortunately, our office has been fair in representing Mr. [redacted] and as such are unable to offer a refund at this time.No one at our office, has or ever will, take advantage of anyone in regards to their medical situation or veteran status. Our office works to resolve all tax matters in as timely a matter as possible; however, due to the nature of case planning some case plans can take longer to execute than others.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.

Wall & Associates, Inc. provided my wife and me awful service and we would never recommend them to anybody. We wished we had reviewed Revdex.com customer reviews prior to retaining them. Here is our story. We retained them in February 2013 for a fee of $2000.00 to settle a tax debt. We then paid them a monthly fee of $350 for several months for a total of $5500.00 (which includes the retainer fee to settle our tax debt). It is now June 2016 and no settlement has been reached with the IRS. It was only within the past six months did they begin negotiating with the IRS. To date, they have made one offer to the IRS on our behalf. It is important to note point Wall & Associates' inactivity has lead to several thousand dollars of interest and penalties. Two weeks ago, we requested a case summary which we still have not received. Their excuse is that our case has been ongoing for three years and there is a lot of information for the summary. We are clearly frustrated with the poor service and lack of responsiveness.

My husband and I were faced with a letter from the IRS claiming we owed a huge amount of taxes for a prior year. This was something neither of us have ever had to contend with. Our initial meeting with a financial consultant was helpful and very reassuring.After that, due to the holiday season (right before Thanksgiving), things seem to come to a halt, but we were still paying fees. However, after recontacting the first consultant, we were put in contact with a wonderful man; [redacted].He took the reigns, took total control and everything was on the upswing from that.He was extremely personable, knowledgeable,helpful and effective. He along with [redacted] in the financial dept, were our saving graces in this whole mess. Bottom line; they got it completely cleared up to where we owed $0.00. Thanks [redacted] & [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] Dear [redacted];  This is to inform you that I want my case against Wall & Associates,Inc.  has not been satisfactorily settled.  I want to continue my complaint against this company.  Their enclosed letter described services and or events that did not happen.  I will follow up with my detailed letter.  This email is to meet your 7 day timeframe to respond.  Sincerely  [redacted]

RE: Ms. [redacted], Revdex.com Case #: [redacted]
Dear Ms. [redacted],
We are writing in timely response to the above referenced
complaint received on
October 7, 2014 (copy [redacted]). Mr. & Mrs. [redacted] sought out and hired...

our services in
June 2013 for administrative tax representation. The case
team rapidly acted on Mr. & Mrs.
[redacted]’s case and sent the necessary IRS and [redacted] Department of Revenue Power of
Attorney Forms for processing. Below you will find a summary
of the action taken by our
company on the [redacted]’s case.
On June 18, 2013 we began work on the [redacted]’ case and
immediately filed Power
of Attorney forms with both taxing authorities. The case
team phoned Mr. and Mrs. [redacted]
on both their home and cell phones that day; however, we
were unable to reach them. We did
leave a message on the cell phone requesting a return call.
An initial welcome letter was then
mailed to the [redacted] on June 19, 2013, and financial
documents were also requested in order
to begin working toward resolving their liability. We
attempted again to contact the [redacted]
that day, but had to leave a message. We were able to speak
to Mrs. [redacted] on June 20, 2013,
and discussed initial information regarding their tax
matter. We also discussed the letter that
was mailed to them requesting certain financial documents
for the review of their case. We
then scheduled a follow up phone call for July 17, 2013, as
this was the earliest time Mrs.
[redacted] could speak with us. We also spoke to the IRS on
this day, and learned there were no
balances owed at that time; however, there was an
examination of form 1040 for tax year 2011.
We were also informed that an IRS notice was mailed to the [redacted] on June 10, 2013
regarding the 2011 return that was under examination. On
June 24, 2013, we attempted to
speak with the State of [redacted]; however, we were
informed that the previously filed POA’s
had not yet processed. On June 25, 2013, IRS account
transcripts were ordered for each tax
year. We received the previously ordered Account Transcripts
the next day.
On July 2, 2013, we spoke to the State of [redacted] and
were informed of a balance on the
account of approximately $847.55. We were also informed that
the [redacted] could make
monthly installment payments in the amount of approximately
$106. A temporary hold from
collections actions was given until July 16, 2013. We also
spoke to Mrs. [redacted] that day to
discuss her tax matter and she informed us that she would be
sending us the requested financial
documents. We reviewed the received IRS notice CP2000 on
July 3, 2013, and learned that the
tax return for year 2011 had been prepared incorrectly by a
third party, causing a balance of
$19,476. We contacted Mrs. [redacted] as scheduled for the
follow up call, and she requested a
later time to contact her that day. She was unavailable at
the times we had available, so a follow
up call was scheduled for July 26, 2013. A letter was then
mailed to the [redacted] reminding
them of the scheduled call.
We contacted the State of [redacted] on July 23, 2013, and
we were informed they had
received payment in full for the previous balance as well as
a refund check of approximately
$10.55 was to be mailed on July 11, 2013 for overpayment of
the tax liability. We spoke to
Mrs. [redacted] on July 26, 2013, at the scheduled time. We
discussed a financial statement for
individuals (IRS form 433A) that we had prepared from the
information they had provided to
us. We also discussed their tax matter in further detail. We
informed her that we would be
mailing the form 433A for her to review for accuracy. We
also confirmed with her that her
previously mailed payment to [redacted] for the full
payment of the liability had been received and
posted to their account. We subsequently contacted the IRS
underreporting unit to further
discuss the previously issued IRS notice. We were informed
by the agent that because of the
accuracy of the tax return adjustment by the IRS, there
would be no need to file an amended
tax return. We finalized the form 433A with the information
the [redacted] had provided as well
as prepared IRS Offer in Compromise documents. A letter was
mailed to the [redacted] with
the Offer in Compromise forms and we requested all
supporting financial documents for the
IRS form 433-A. We spoke with Mr. [redacted] later this
day, and informed him of the letter that
was mailed we also addressed concerns in reference to the
tax preparer.
We spoke to Mrs. [redacted] on August 16, 2013, we
requested the previously mailed
Offer in Compromise be reviewed, signed and returned to our
office. She informed us that she
thought she had already mailed this to us. On August 19,
2013, we again spoke to Mrs. [redacted]
and requested the entire Offer in Compromise information to
be returned to our office. She
informed us of a personal matter that had occurred, but she
would mail this to us the next day.
We were informed on August 21, 2013, by Mrs. [redacted]
that she mailed the requested
documents to us that day. On August 26, 2013, we reviewed
the [redacted]’ case, but still had
not received the necessary documents to submit the Offer in
Compromise to the IRS.
On September 9, 2013, upon receipt of the IRS Offer in
Compromise documents, we
finalized and submitted the Offer in Compromise to the IRS.
On September 13, 2013, we spoke
to Mrs. [redacted] and addressed her concerns with an IRS
notice she had received. We spoke to
Mr. and Mrs. [redacted] both on October 4, 2013, in
reference to another IRS notice they received
and attempted to address their concerns. We then requested
they provide us with a copy of this
notice. We received and saved IRS Notice of Deficiency to
their file. A thorough review of
the IRS Notice of Deficiency was completed on October 17,
2013.
On November 1, 2013 and November 4, 2013, further review was
completed on the
Notice of Deficiency and it was determined that if the [redacted] had no further deductions or
credits to claim for the tax year involved, then the changes
made by the IRS were correct. A letter was mailed to the [redacted] to request
updated financial documents. We then attempted
to contact the [redacted], but had to leave a message
requesting a return call. We were able to
speak to Mrs. [redacted] on November 19, 2013 and asked
that she provide the requested financial
documents as soon as possible. She let us know that her tax
preparer was filing an amended
form 1040 tax return for year 2011, and she would mail us a
copy of the return once complete.
We spoke to Mrs. [redacted] on December 12, 2013, and
informed her that we had received
partial financial documents. We also informed her of
additional pay statements that we would
need her to provide to us. A letter was mailed on December
13, 2013 requesting a copy of form
1040 for tax year 2013. We received the requested pay
statements on December 19, 2013, and
saved to their file.
We received the additional financial documents on January 3,
2014. We spoke to Mrs.
[redacted] on January 6, 2014, and addressed her concerns
with the Offer in Compromise. We
also informed Mrs. [redacted] that we could not provide her
with a time frame for finalizing her
case. We informed her that we would continue to follow up
with the IRS on the Offer in
Compromise. A letter was mailed to the [redacted] January
10, 2014 to inform them that we
were in receipt of the financial documents they had provided
to us.
We spoke to the IRS Offer Examiner on February 6, 2014, he
informed us of claimed
expenses they were not allowing; however, if we could
provide proof for these expenses he
would consider them. We attempted to contact the [redacted]
that day, but we were unable to
speak with them. A message was left requesting a return
call. We were able to speak to Mrs.
[redacted] on February 27, 2014, and discussed the IRS
notice she should expect to receive. We
also requested additional financial documents from her. Mrs.
[redacted] requested that we
contact Atlas Tax Service for preparation of form 1040 for
tax year 2013. A referral was then
sent to Atlas Tax Service.
We spoke to Mrs. [redacted] on March 7, 2014 and we spoke
about the referral to Atlas
Tax Service. We also discussed her current tax matter and
the Offer in Compromise process.
She informed us at this time that she would have education
expenses which were new expenses
since we submitted the Offer in Compromise. We spoke to Mrs.
[redacted] again on March 11,
2014, regarding Atlas Tax Service. We informed her that we
had received the financial
documents that she had provided to our office. We requested
additional information on any
education expenses that she would incur. Mrs. [redacted]
contacted us again on this day, and
informed us that her employer would be providing her a list
of the upcoming expenses which
she would forward to us. We spoke to Mrs. [redacted] on
March 14, 2014, and she informed us
of the IRS notice, Rejection of Offer in Compromise. We
requested that she forward this notice
to us, and explained the Offer in Compromise process. Mrs. [redacted] also informed us of
additional expenses that they had incurred. We requested
that she provide proof of those
payments to us. A letter was mailed to the [redacted]
requesting the required documents in order
to move forward with the Offer in Compromise. We spoke to
Mrs. [redacted] again on March
18, 2014, and addressed her further concerns regarding [redacted] completing the 2013
1040 return. We discussed the previously mailed letter, and
she informed us of the documents
she had recently mailed to us. We spoke to the [redacted]
on March 20, 2014, and addressed
their concerns with the appeal of the Offer in Compromise.
They informed us at that time that
they would be willing to increase the offer amount to
$5,000. We spoke to Mr. [redacted] and
requested additional financial documents to provide to the
IRS with the finalized offer appeal
request. On April 1, 2014, we completed the Offer in
Compromise appeal request. We spoke to
Mrs. [redacted] on April 2, 2014, and she informed us that
the form 1040 for tax year 2013 was
in the preparation process with another tax preparer, and
she would forward a copy of the return
by April 15, 2014. She also informed us that Mr. [redacted]
does not receive income during the
summer months. On April 3, 2014 and April 4, 2014, we
finalized the Offer in Compromise
appel request and submitted it to the IRS for timely
processing. We spoke to Mrs. [redacted] on
April 4, 2014, and informed her of the offer appeal that we
submitted to the IRS. She informed
us that at this time that they could not provide the
requested documentation, but she would
continue to attempt to gather it for us. We spoke to the IRS
on April 8, 2014, and were informed
that they had received the Offer in Compromise appeal
request and had forwarded it to the
appeals department. We spoke to the [redacted] on April 14,
2014, and we were informed that
their current financial position had changed. We requested
that they provide us with proof of
the changes. We also provided them with an update of the
Offer in Compromise. We spoke to
Mr. [redacted] on April 15, 2014, and he informed us that
the 2013 return had been completed
and of the approximate balance owed on the return. He
requested that we set up an Installment
Agreement with the State of [redacted] for the outstanding
balance, and stated that he would be
making the full payment to the IRS for the balance of the
2013 liability. On April 16, 2014, we
spoke to Mr. [redacted] and advised him to pay the
outstanding balance on the 2013 return to the
IRS or the Offer in Compromise would be closed and returned.
He informed us that he would
pay the balance due with a credit card, and he would mail us
a copy of the tax return.
We spoke to Mrs. [redacted] on May 1, 2014, and addressed
all her concerns with the
Offer in Compromise appeal process. We requested that she
provide us with a copy of the 2013
tax return. She informed us that she did not have a complete
copy of the return, but she would
obtain it for us. We spoke to Mr. [redacted] on May 5,
2014, and addressed his concerns with
the Offer in Compromise appeal process and an IRS notice
they had received. We again
requested a copy of the 2013 tax return, and he informed us
that the amount owed was paid in
full with a credit card. He also informed us that Mrs. [redacted] would be contacting us later that
day. We were able to speak to Mrs. [redacted] that day and
discussed her tax matter in detail
with her. We attempted to speak to the State of [redacted]
on May 7, 2014, but were unable to
speak to a representative. On May 9, 2014, a letter was
mailed to the [redacted] informing them
that we received financial documentation from them. On May
22, 2014, we spoke to the State
of [redacted] and a monthly installment agreement in the
amount of $105.47 was established for
the 2013 tax liability per the clients’ request. We spoke to
Mrs. [redacted] on this day, and
informed her of the newly established agreement with the State.
We spoke to Mrs. [redacted] on June 10, 2014, and she
informed us that they attempted
to sue the tax preparer that completed the form 1040 for tax
year 2011. However, they lost the
civil suit. She requested that we review the court documents
from this case. We informed her
that we were not a law firm with the ability to make legal
recommendations. She said that she
would forward this information to us regardless and also
requested that we still review the court
documents. We spoke to Mrs. [redacted] on June 13, 2014,
and we were informed of another IRS
notice they received, we requested that she forward the
notice to us. A letter was mailed to the
[redacted] providing them with an update on their case. We
spoke to Mr. [redacted] on June 19,
2014, and discussed the offer appeal status. We also
addressed his questions with the original
IRS assessment for the 2011 tax year. We also informed Mr. [redacted] of the installment
agreement payment that was due soon for the State. He
informed us that he did not know
anything in reference to this, but would speak to Mrs. [redacted]. We spoke to Mrs. [redacted] the
next day, and she informed us that she had already mailed
the payment and would continue to mail these payments to them. We spoke to Mrs.
[redacted] on June 30, 2014, and discussed the
offer appeal status.
On July 1, 2014, we spoke to Mrs. [redacted] and we were
informed that she received an
IRS notice scheduling the offer appeal hearing and she would
forward to us the next day. On
July 2 and 7 2014, letters were mailed to the [redacted]
returning the original financial
documents they had provide our office. We mailed a letter to
the [redacted] on July 10, 2014,
informing them of IRS lien filings. We spoke to Mr. [redacted] on both July 11, 2014 as well as
July 14, 2014, and were informed of a state notice of
assessment for the tax year 2011. We
requested that he forward this notice to us. We spoke to Mr.
[redacted] on July 14, 2014, and he
informed us of an IRS notice received and we requested that
he forward to us. We discussed
the IRS’s policy on sending notices to taxpayers with him.
We also informed him of additional
documents he needed to provide to us for the upcoming offer
appeal hearing. We mailed a letter
to him requesting documents he needed to provide to our
office. We spoke to Mrs. [redacted] on
that day and informed her of the conversation held with Mr. [redacted] and the letter we had
mailed. We addressed her questions about the scheduled appeal,
and verified there was a
deadline date to provide the documentation to us. We again
spoke to Mrs. [redacted] on July 17,
2014, and discussed questions about the scheduled appeal
hearing and the documentation to be
provided to us. We spoke to Mrs. [redacted] on July 23,
2014, and were informed that the
previously requested documents were mailed to us that day.
We spoke to Mrs. [redacted] on August 1, 2014, and
requested one missing document
needed for the Offer in Compromise appeal hearing. She
informed us that she would provide
it to us in a few days. We were able to research and gather
additional information for this call.
We provided the IRS with the requested documents, and spoke
to them to verify receipt. We
did inform the IRS of additional documentation that the [redacted] would be providing to us.
We spoke to Mrs. [redacted] later that day and she informed
us the additional information needed
could be found in her bank statements. On August 8, 2014, we
contacted the IRS at the
scheduled time for the Offer in Compromise appeal hearing
and discussed the discrepancies in
the financial assessment by the IRS. The IRS requested
additional verification of expenses and
allowed an additional 10 day deadline to provide this. Later
that day we were able to speak to
Mrs. [redacted] and inform her of the additional documents
needed to provide to the IRS. We
also addressed her concerns in reference to the time length
involved with their case. She
informed us that she would attempt to provide the requested
document to us by the stated
deadline date. A letter was mailed to the [redacted] on
August 7, 2014, requesting the required
documents and a reminder of the deadline date. We spoke to
Mrs. [redacted] on August 14, 2014,
and she informed us that she would be providing the
requested documents to us via fax that
day. We also addressed her concerns with the expenses that
the IRS was not allowing. On
August 18, 2014, we provided the IRS the requested
documents. We spoke to Mrs. [redacted]
on August 21, 2014, and addressed her questions on the case.
She informed us that she was
tired of the IRS prolonging the process and she would
consider establishing an installment
agreement and requesting penalty abatement from the IRS. She
also informed us of additional
expenses that she has just recently incurred. We spoke to
Mrs. [redacted] again on August 28,
2014, and she notified us of the maximum amount she could
pay the IRS for an offer amount
and a maximum amount she could pay for a monthly installment
amount.
On September 3, 2014, we spoke to Mrs. [redacted], she
informed us of emergency
medical concerns with Mr. [redacted]. We discussed the tax
matter and addressed all her
concerns. We mailed a letter to the IRS on September 8,
2014, to request a temporary hold from collections. A copy of the letter was
also mailed to the [redacted]. We spoke to Mrs.
[redacted] on September 11, 2014 and she requested an
Installment agreement with the IRS as
well as negotiation of penalty abatement. On September 16,
2014, we spoke to Mrs. [redacted],
she stated that no additional documentation would be
provided to the IRS if requested. We
spoke to Mr. [redacted] on September 17, 2014, and he
informed us that he felt the time length
of this process was taking too long and he did not want to
work towards an Offer. We again
spoke to Mrs. [redacted] on September 18, 2014, and
addressed her issues with the length of time
involved with the appeal process. We attempted to contact
the [redacted] on September 24,
2014, but were unable to leave a message requesting a return
call. We were able to speak to
Mrs. [redacted] the next day, and were informed of a state
notice she received for a balance owed.
We Spoke with Mrs. [redacted] on September 26 2014, and
discussed the state notice she
previously provided to us.
On October 2, 2014, we spoke to Mrs. [redacted] to address
any concerns with her tax
matter. We also discussed an additional expense that they
had incurred. The following day we
spoke to Mrs. [redacted], she informed us that she had
spoken to an attorney and no longer wanted
to continue our services. She was then transferred to our
Client Service Group to further
address her concerns.
It is unfortunate that the [redacted]’s feel that the
communication with our case team was
inadequate. We worked very hard to keep them informed of the
process, what the IRS was
requesting, and what to expect next.
We work very hard to ultimately settle our client’s
outstanding tax problems and we
understand the frustration and stress brought on by not only
these matters, but also their
financial situation. We regret that they decided to end our
representation of his tax matter
before the case was able to be completed.
We have worked very hard on this case for the time we have
represented the [redacted].
We have kept aggressive collection action by the IRS at bay.
Additionally, we worked through
the stringent Offer process, and into the Appeals process
with the IRS. We realize the IRS likes
to take their time on these matters, but we do make all
attempts to push their timely review of
the cases. We did ask for financial documents from the [redacted] periodically during the time
we represented them. This was especially true once we begin
negotiations with the IRS. The
taxing authorities will require current financial
information for the review and consideration of
a resolution currently in negotiations. We immediately
informed the [redacted] when
information was requested and the deadline to provide the
information. The IRS is unlikely to
settle a federal tax debt without substantial documentation.
At times, if their requests are
unfounded or unnecessary, we do let them know of that.
We would like to move forward with the resolution of the [redacted]’ case as there is
still work to be completed to resolve their tax matters. To
our knowledge, the Offer in
Compromise is still open and pending with the IRS Appeals
department. We would be glad to
discuss the case further and the work that was performed on
their behalf. We are also open to
discuss the options for fee consideration with them so that
we can continue work on this matter.
It is vital for our office to represent and negotiate the
Offer in Compromise that we completed
to ensure that the [redacted] are being properly
represented for the items claimed in our appeal.
As for Accelerated Tax Service stating that our office was
not handling the [redacted]’ case,
please note that they are a competitor to our business
seeking to obtain a new customer. Accelerated Tax Service has not been provided
with this summary of the case, or with any
further notes or information on the case. Therefore, their
claims are invalid as they do not have
information to determine what has been done on the [redacted]’ case.
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 belowI demand a full refund of the $3,750.00 I paid you.  You did nothing for me except waste my time and cause me to miss crucial deadlines with the IRS.When you accomplish nothing, you should get paid nothing.The issue with the IRS was not whether or not I had the receipts to document my expenses.  The issue was whether or not they would recognize me as an active real estate participant.  You still don't get it.You say you need more time.  I gave you a year and you accomplished nothing.  I repeatedly asked you for an expected time frame and a plan of action.  Even now you have not provided either one.  Of course it is to your advantage to drag things out and do nothing because you would have received $350 per month, thereby increasing your undeserved compensation.Your offer is rejected.
Regards,
[redacted]

Dear [redacted],We are writing in timely response to the above referenced complaint received by our office on November 18, 2014 (copy enclosed). [redacted] sought out and hired our services in October 2012 for administrative tax representation. The case team rapidly acted...

on[redacted]’s case upon receipt and ideally began working towards resolving the tax liability. Upon receipt of [redacted]k & [redacted] case for administrative tax resolution on October 31, 2012, we contacted [redacted] father, [redacted] and [redacted]k by phoneand E-mail correspondence that day to introduce the case team and discuss the background of the tax matter. Mr. [redacted] was incarcerated at the beginning of the case which he left his father Mr. [redacted] with [redacted] over his affa[redacted]. On November 1, 2012, we attempted to contact the [redacted] to verify the account balances, however, the [redacted]s we had received were incorrect and we were unable to verify the information with the [redacted] at that time. We then contacted [redacted]k and were able to verify her [redacted] but were advised we would need to contact [redacted] father to verify his information. We also scheduled two calls with [redacted]k for November 5, 2012 at 11:00 a.m. PST to go over her and [redacted] current financial situation and the following Monday, November 12, 2012 at 11:00 a.m. PST to discuss what our case plan would be for them moving forward toward resolution of the tax liabilities. After rescheduling the f[redacted]t conference call at [redacted] request we were able to speak with her on November 12, 2012, and during the call we discussed her financials in detail in order to help us move forward with a case plan. We discussed with her the importance of becoming and staying compliant with [redacted] in orderto move towards a final resolution as well as her husband’s situation at that time. We also rescheduled the second conference call per the client’s request to November 23, 2012 at 11:00a.m. PST. On November 13, 2012, correct [redacted] forms were filed with the [redacted] that notified the taxing authorities of our representation. The [redacted] was also contacted that day for [redacted] and it was determined that there was an outstanding balance that totaled$57,982.44 for tax years 2008, 2009 and 2011. [redacted] account records and wage information were also requested at that time. On November 14, 2012, we received [redacted] signed [redacted] Forms which were immediately filed with the [redacted]. We then contacted the [redacted] on his behalf and it was determined that there was an outstanding balance that totaled $619.02 for tax year 2009. It was also concluded that there were unfiled tax returns for tax years 2006 and 2007 both of which the [redacted] was showing that he was required to file. [redacted] account records and wage information were also requested from the [redacted] in order to assist in with the needed tax preparation. November 20, 2012, we received an E-mail from [redacted] that asked us to once again reschedule our conference call set for November 23, 2012 due to her hectic work schedule. We responded immediately that we would be more than happy to reschedule the call again and it was mutually agreed upon to reschedule for November 27, 2012 at 11 a.m. PST.Upon calling [redacted] for our scheduled call on November 27, 2012, she again requested that we reschedule the call for the next day, November 28, 2012 at the same time. We again complied with her request and agreed to change the date of the call once again. We were finally able to speak with [redacted] on November 28, 2012 and we discussed the work completed thus far on her behalf and also addressed her concerns with the length of time we had her caseand the many complications she was experiencing keeping our scheduled conference calls due to her busy work schedule. Then on November 29, 2012, we received notification from our accounting office that the account was placed into non-working status due to payment discrepancies on their account. We attempted to reach [redacted] that day to discuss the non-working status of her account and had to leave a message. December 4, 2012, we received E-mail correspondence from [redacted] that expressed concerns with the notification she had received from our accounting office as well as the work that had been completed on her case. We attempted to contact [redacted] by phone immediately to discuss these issues with her but had to leave another message. We tried to contact her again later that day but had to leave a second message before receiving a return call with instructions to contact her between the hours of 10:00 a.m. PST and 10:50 a.m. PST on December 6, 2012. We complied with her request and were able to get her in touch with our accounting office per her request so that she could make payment arrangements. We received notification from accounting on December 18, 2012 that [redacted]’s accounting discrepancy had been resolved and her account was returned to active status. On January 3, 2013, we received further E-mail correspondence from [redacted] regarding questions related to her case and that advised us that due to health complications with her pregnancy, she was having a hard time gathering the documentation we needed to moveforward with her case. In response, we again attempted to contact her by phone to discuss her case in detail and had to leave a message for her on her voicemail. [redacted] responded to our phone call with additional E-mail correspondence on January 4, 2013, that stated she would like to correspond by E-mail if possible due to her young child making it difficult to speak on the phone. We responded and explained to her that due to the sensitive and complicated issues involved with resolution of a tax matter that we would need to speak with her via telephone at times. We then mutually agreed upon scheduling a call to discuss the case the following Monday, January 7, 2013 at 11:00 a.m. PST. 
We contacted [redacted] at the scheduled time on January 7, 2013 and explained to her in detail the status of her case and the plan for moving forward. We also addressed all of her questions and concerns regarding the timeframe of the case up to that point. [redacted] also requested that we again provide a list of documentation required to prepare her financial statement. We then mailed a follow up letter regarding the conversation and also included copies of written correspondence previously sent on November 12, 2012 and November 14, 2012. Throughout the remainder of January, we received part of the financial information we had requested. We also contacted the [redacted] to continue holding off aggressive collection action while the client continued to gather the rest of the information. Then on February 4, 2013, we attempted to reach [redacted] in response to an Email inquiry she had sent regarding the status of her account but had to leave a message. We spoke to [redacted] father on February 15, 2013, and advised him we had been able to keep aggressive collection action at bay while working towards having the account placed into a [redacted] status. On February 20, 2013, after not hearing back from [redacted] regarding the message left in response to her E-mail on February 4, 2013, we sent a follow up E-mail that advised her that we had been trying to reach her. Our E-mail correspondence also requested that she review the financial statement we had prepared and to provide us with an update concerning the additional financial information previously requested. She responded to our email that she had the [redacted] and [redacted] Statement ready and would send it to us later that day. She also stated that her 2013 tax return would be completed on March 1, 2013. Then on February 25, 2013, [redacted] supplied a letter to our office which she had addressed to the [redacted] which included an overview of what had happened over the past few years surrounding the tax debt. Throughout the month of March 2013, we corresponded with [redacted] multipletimes by E-mail and once by phone in regards to the [redacted] had received from the [redacted] for tax year 2011. The notice was in regards to [redacted] unemployment income that had been omitted from the tax return. After carefully reviewing thereturn in comparison to the wage and income we received from the [redacted], it was concluded that the additional tax assessed was correct. We advised them that we could include the additional tax assessment owed in her resolution moving forward.April 2013 was spent preparing the [redacted] documentation. We then sent the documentation to [redacted] to review and sign who notified us of changes in her living situation. We reviewed the changes and determined it would not affect the Offer inCompromise negatively and asked her to send us updated financials regarding the changes or to make the changes directly to the paperwork she had and return it to our office. She also informed us she was making her Estimated Tax Payments to maintain compliance for the current tax year to prevent the accrual of additional tax debt. [redacted] returned the [redacted] documents to our office in May 2013 and expressed further concern regarding the length of her case. We attempted to reach her by phone and then E-mailed her to let her know that we wanted to address her concerns and help her better understand the status of her case and what to expect next. We requested she return our call at her earliest convenience. We then prepared and mailed the [redacted]documents to the [redacted] for processing on their behalf. We did not receive a response from [redacted] until June 10, 2013, at which time we were advised that [redacted] was out of jail and would now be the primary point of contact for the case. We then spoke to [redacted] a couple of times throughout the remainder of the month and brought him up to date on the status of the case. We followed up with the Offer in Compromise Unit during the month of July 2013 to ensure it is processed as timely as possible and receive an update on the status. We then spoke with [redacted] provided him with an update and explained the Offer in Compromise process to him. Throughout August and September of 2013 we attempted to reach [redacted] to touch base with him and were unable to do so. We followed up with him by E-mail correspondence. We also followed up with the recently assigned Offer Examiner to obtain an update on the status of the review and left messages for her as well. October 11, 2013, we spoke to [redacted] regarding notices he had received from the[redacted] and explained the status of the Offer. On October 29, 2013, we were able to speak with the Offer Examiner who advised us of additional documentation needed for the review and consideration of the Offer and gave us a deadline of November 11, 2013 to provide this information. We attempted to call [redacted] the following day to go over the list of documentation required but had to leave a message. We then followed up with E-mail correspondence to [redacted] as well. November 4, 2013, we prepared and sent the client a detailed list of all additional information the Offer Examiner was requesting including the date it was needed by. We corresponded throughout the next couple of weeks and received the information requested on the deadline date of November 11, 2013. We immediately prepared the information and sent it to the Offer Examiner for review and consideration. On November 21, 2013, we spoke to the Offer Examiner who advised us that upon review of the information provided she was going to send out her preliminary findings that indicated that per her calculations the taxpayers’ could full pay the liability. December 2013 was spent reviewing the Offer in Compromisepreliminary analysis received from the Offer Examiner and working to solidify an appeal to dispute her preliminary decision to reject the Offer. We attempted to contact [redacted] or [redacted] regarding our findings on December 30, 2013 and were able to speak to [redacted] on December 31, 2013. On January 20, 2014, we spoke with [redacted] who advised us of some changes to his financial situation. We requested updated statements reflecting those changes once he received them. He advised us he would send them once he received them. In February 2014, we received the official rejection notice dated January 28, 2014 from the Offer Examiner. We then began immediately preparing the appeal which was submitted to the Offer Examiner via facsimile on February 26, 2014. On March 19, 2014, the Offer Examiner responded to our appeal and advised us that she had made the changes requested and would send us her updated calculations still showing ability to pay. Additionally, we were notified that the OIC appeal request had been forwarded to the appeals department. During the months of April 2014 and May 2014, our office reviewed the examiners calculations, the appeal and prepared for the upcoming Appeals Hearing. We then received correspondence from the [redacted] Appeals Unit that the OIC appeal hadbeen scheduled for May 28, 2014. During the month of May 2014, we spoke with [redacted] and advised him of the financial information needed for the upcoming appeal and the deadline date we needed it by in order to comply with the hearing date of May 28, 2014. We held the appeal on May 28, 2014 and due to the fact that our office did not receive all of the documentation requested nor provide anything to the appeals examiner, the Offer in Compromise rejection was sustained. We then followed up with [redacted] following the hearing and explained what happened during the call. During the months of June 2014 and July 2014 we attempted to reach [redacted] and [redacted] both numerous times to discuss the status of the case and to review the timeline of events leading up to the rejection of the Offer in Compromise but had to leave messages each time. In the month of August 2014 we were finally able to speak with [redacted] who expressed concern with what happened during the Offer in Compromise Rejection Appeals Hearing. During our conversation, we discussed the timeline of events with her in detail that led to the final decision being made. Her case was then forwarded to our Client Services Group discuss the concerns she expressed and they agreed to grant fee consideration for the client.During the months of September and October 2014 we attempted to reach the client by both telephone and e-mail correspondence with no response. We then received notification from our accounting office on November 6, 2014 that the account was placed into non-working status due to a payment discrepancy. We understand [redacted] frustrations regarding her case. Throughout the duration of the case, our office maintained consistent communication with the [redacted] and [redacted] and [redacted] regarding their case status. However at times it is critical to discuss case planning and other actions taking on the place via telephone conversation. This ensures that everyone is in agreement and thoroughly understands on the current status of the case.[redacted]’s comments regarding the Original Offer in Compromise amount of $100 require further clarification by our office. The majority of the Offers we submit are for $100 or less. The [redacted] openly states in their policies that they do not base their decisions on Offers on the Offer amount. Furthermore, each year we have nearly 200 Offers in Compromise settled with the [redacted] for $100 or less. In fact, we have had several Offers settled for only $1. Offer amounts can easily be negotiated once the Offer is reviewed by the [redacted]. If the [redacted] recommends an increased Offer amount they will do so. Unfortunately the clients’ Offer in Compromise was rejected due to our office nor the [redacted] receiving the required documentationfor the appeal. Additionally, through our experience with the [redacted] on a majority of the Offer in Compromise’s submitted are initially denied. Tax personnel are government employees who typically view tax accounts as established debts, to be paid as quickly as possible. Taxes will not be adjusted downward or levies released, without solid reasons. The process of convincing tax collection personnel to adjust a tax account requires detailed records of the taxpayer’sfinances. Moreover, during the Offer in Compromise process, we are given short deadlines to provide information to the examiners reviewing the case. We understands [redacted]’s frustration when it comes to this. It is just as frustrating to us having a very short timeframe to get all of the documentation required and submitted for the examiner’s review. We have worked very hard on this case for the time we have represented [redacted] and [redacted]. We have kept aggressive collection action by the [redacted] at bay. Additionally,have worked towards planning for resolution of the tax matter as a whole. We would like to move forward with the resolution of [redacted]’s and [redacted]’s case as there is still work to be completed to resolve his tax matters. We would be glad to discuss the case further and the work that was performed on his behalf. We are also open to discuss the possibility of further fee consideration and request that they contact our office directly.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.
Sincerely, 
[redacted]
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