Wall & Associates, Inc.

WALL & ASSOCIATES, INC.P.O. Box 747Marshall, Virginia 20116. Phone: 877-291-1109Fax: 877-291-1114
By E-mail: [redacted]
Revdex.com Serving Central VirginiaATTN: [redacted]720 Moorefield Park Dr.Suite 300Richmond, VA 23236
RE: 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 October of 2015 for administrative tax representation.
I encourage Mr. [redacted] to read the attached letter that was also mailed to him. Our office has agreed to waive the April fee, the June fee, and the July monthly fee. These fee waivers were discussed at the time we spoke with Mr. [redacted] and he was notified of them. Additionally, our office has offered to review his fees at the end of that period in order to determine if any additional adjustments need·to be made. This was done in order to allow the case team time to perfect, the [redacted] required, 433-A, Collection Information Statement and allow Mr. [redacted] an opportunity to review it. Members of Client Services confirmed with Mr. [redacted] via telephone that this would be an acceptable solution for him.
No one is trying to stall Mr. [redacted] case or his right to respond to any complaint. Our office took an unbiased look at his case and decided that in the interest of good customer service we would waive a number of fees we were entitled to under the terms of our contract with Mr. [redacted]. There was difficulty in reaching him in the early part of the year and letters were sent to him requesting he call us at his convenience during that time frame. Wall & Associates, Inc. waived the aforementioned monthly fees solely as a customer service gesture. Our office is unable to grant any additional forms of fee consideration at this point, because what we have offered is fair. Our office is ready and willing to continue working with Mr. [redacted] at his request. His case has been made active with our accounting office and his case team is working on resolving his tax controversy.
In the past Wall & Associates, Inc. has utilized the services of the Revdex.com Arbitration process. We remain open to utilizing that in this case as well should Mr. [redacted] continue to have concerns regarding the fairness of the options we have presented to him. Our office has done what was necessary in order to try and address Mr. [redacted] concerns and believe that we have fairly presented a solution to resolving his concerns.
If you require any further information, please contact our office. Thank you for your time and assistance with this matter.
Sincerely,Wall & Associates, Inc.
By: Brandon G[redacted]

Revdex.com:
I have reviewed the offer 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.
Dear [redacted],
We are writing in response to the letter from Wall Associates and the misrepresentations contained in that letter. We signed the contract and power of Attorney with [redacted] on 3/19 and supplied to him the financial information of expenses, income, 2011 and 2012 tax forms along with all receipts we had. There were charitable donations, medical and unreimbursed business expenses, We explained then that we did not have any others and should we send them in. [redacted] said no. He would forward information on to their team. It took until 4/16 for them to receive that information which is almost 30 day or $500 to us.
Please note that they only voluntarily called us once. Any other calls to us were in response to calls we made to them.
The only reason my wife was not contacted on the financial statements was because I had the  infor-mation.  I never said my wife was too ill to talk to them.  I told them she was ill and so was I and we wanted this settled as soon as possible.
They never notified me about a Notice of Deficiency from the IRS. I called them and informed them that we had received one. So the part about the IRS contacting them is pure fabrication. As a matter of fact, we spoke with the IRS last week and their employee [redacted]  #[redacted] told my wife that the IRS has no record of them ever calling regarding us. 
Wall’s response to you continues to stress financial information. They had W2’s and all our living ex-penses since 3/19 and again in the first week of April. They never mailed to us more financial requests.
They also had since 3 /19 medical, charitable and employee business expenses which they did not sub-mit to the IRS since they never contacted them in the first place. I told them not to wait for any more information and to send in everything they had. They did not do that.
Please do not let them represent themselves as professionals. They exist by stalling and delay tactics thus enabling themselves to charge additional amounts to consumers every month.  I never “alluded” to having more receipts. I told I did not have and to submit what we did have.
We believe that Wall & Associates are not a reputable company. We know that The Attorney General’s Office of North Carolina has complaints against them also, as do other North Carolina organizations.
We are not satisfied with this letter of fabrication. They have twisted the truth or invented it. They are completely fabricating the phone calls to my wife at school—they just did not happen. They never told me about a [redacted] from the IRS. The first I heard of her was this correspondence. Weekly phone calls or the reasons they were not made are not true.
We appreciate your help but this is by no means settled and we would like to take it to a higher level with you. Please advise what actions are available next.
Regards,
[redacted]

First of all the time frame of time they predict is ridiculous. If they told you the truth you would never employ them, so they just lie. A salesman not very knowledgeable gives out false information. After two years and thousands of dollars they finally brought my case to finality. They saved me ZERO dollars. I had paid them over ten thousand dollars for absolutely nothing. The worst part of dealing with this company is communication. It is almost non existent. Explanations and updates are just lip service to get you off the phone. The people there make you feel guilty about calling. On occasion I was connected to someone with some higher authority, to get some more specific information. This person conversed as if he was a hired hit man. Smart
[redacted] comments and innuendos as if they would purposely create more havoc for you with the [redacted]. Listen to me please, go elsewhere, do not even thing of doing business with these people, go elsewhere or try to deal with the [redacted] yourself. You will be better off. I could go on for pages about the frustration we had dealing with Wall. Stay away from them..

Dear Mrs. [redacted], We are writing in timely response to the
additional comments received for the above referenced complaint on May 11,
2015(copy [redacted]). Firstly, we would like to thank the Revdex.com office for
coupling this most recent complaint as an extension of Mrs. [redacted]’s prior
complaint last year. We appreciate your willingness to approve our request
regarding that matter. We are sorry to hear our previous response did not
resolve Mrs. [redacted]’s concerns. We had hoped that previously providing the
details of the work completed on her case and the offer to continue working
until her liability is resolved at no additional cost to her, would resolve
those concerns. We would like to address the concerns Ms. [redacted] specifically
stated. Many of those concerns we will acknowledge have come about most likely
due to miscommunications or misunderstandings and for that we can only
apologize, work to rectify those, and take steps to avoid them in the future. When
Mrs. [redacted] met with our consultant in Charlotte, North Carolina, she was
provided with examples of cases that we had resolved for clients (of course
with the client names redacted for privacy purposes). She may have also been
provided with an average time frame to resolve the case. However, that was
several years ago, and as the Revdex.com knows, we have since ceased providing any
average timeframes on cases to potential clients due to the issues it can lead
to. We apologize that Mrs. [redacted] felt that a six month period for her case was
promised to her. We have though always made sure that our staff does not
provide a guarantee of specific results or time ona case for client though. Our
agreement that clients sign reiterate that we are unable to provide a guarantee
of specific outcomes on a case. Mrs. [redacted] also stated that she understood from
our office that once we were hired, “The IRS would no longer contact us”. This
is partially correct and deserves clarification. Any taxpayer who hires any tax
representative should still receive normal IRS notices in the mail as usual.
The tax representative (if Power of Attorneys are correctly filed) should
receive copies as well. This is one form of IRS communication to a client that
we cannot stop though we do wish we were able to. IRS notices are alarming and
stressful for taxpayers. Once Power of Attorney forms are filed (as in Mrs.
[redacted]’s case) the IRS should be unable to personally visit, or phone the
client. We do always make a point to tell clients though, that if this contact
does happen they should notify our office immediately so that we can stop it.
Mrs. [redacted] has requested a refund of monies paid to our office. Previously, as
we have already reported, we did cap her fees for the remainder of the case.
Upper management in our firm has reviewed Mrs. [redacted]’s complaint and reviewed
her case thoroughly. It is not our intention for clients to pay our office more
in fees as compared to what they owe to the IRS unless there are some
extenuating circumstances. Therefore, in a good faith effort for the client,
and to resolve this matter with the Revdex.com, we are willing to offer a partial
refund of $2,000 to Mr. & Mrs. [redacted]. We make this offer not as an
admission of liability to the client, but only to resolve any complaint or
misunderstanding. We will be able to start the refund process quickly if Mrs.
[redacted] is agreeable to this refund. 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 additional comments received for the aforementionedcomplaint on October 2, 2015 (copy [redacted]). Deadlines were not missed on the case despite Mr.[redacted]’s statements. Further, the receipts we provided to the IRS were part of the process to recognizewhether or not Mr. [redacted] could be identified as an active real estate participant. The IRS determinedthose receipts did not lead to that status for the client.In order to resolve this complaint and end the matter, we are willing to offer Mr. [redacted] a refundof $500. We make this offer not as an admission of liability to the client, but only to resolve anycomplaint or misunderstanding. Despite the fact that we completed work on this case and the moneywas earned, we are willing to offer this refund to resolve the matter.Our case teams have no indication as to how much money a client pays to us. They only receivethis information if the client directly tells them the fee amounts. Therefore, our case teams have nobenefit, bonus, or other compensation perk to make a case take longer. Our case teams want client casescompleted and closed as fast as possible. Mr. [redacted]’s accusations of increasing our owncompensation on his case for our own benefit is wrong.If you require any further information, please contact our office. Thank you for your time andassistance with this matter.

RE: Ms. [redacted] Revdex.com Case #: [redacted] Dear Ms. [redacted], We are writing in...

timely response to the above referenced complaint received on April 11, 2016 (copy enclosed). The complaint as addressed was completed by a Ms. [redacted]. Our office does not represent Ms. [redacted] for any tax matters or related controversies in any capacity. Through a review of our records we have determined that this complaint could be in reference to one of our client's residing at the same address. Our office cannot disclose the confidential tax matters involved in this client's case without having at least some form of written correspondence from our client stating that Ms. [redacted] is acting on behalf of our client. Our office is more than willing to discuss the tax matters involved in this case and address all appropriate concerns when such an authorization is received. I have enclosed a copy of our standard third party authorization that will need to be filled out. This can be returned through the Revdex.com response process or can be sent via any method found in the header section of this document. This is necessary in order to protect the confidentiality of our clients. . If you require any further information, please contact our office. Thank you for your time and assistance with this matter. By: Brandon G[redacted]

Dear Ms. [redacted], We are writing in timely response to the
above referenced complaint received on July 20, 2015 (copy [redacted]). Mr. [redacted]
sought out and hired our services in March 2013 for administrative tax
representation. Below you will find a detailed account of the work performed on
Mr....

[redacted]’s case. A substantial amount of work has been completed on Mr.
[redacted]’s case upon hiring our services for administrative tax resolution for the
Internal Revenue Service (IRS) on March 15, 2013. The case file was established
and a call was made to Mr. [redacted] on March 15, 2013, at which time we discussed
the history of his liability, and requested specific financial documentation in
order to be evaluating possibilities to resolve the tax liability. We
subsequently mailed an introductory letter to Mr. [redacted] which requested
specific financial documentation in order to evaluate his situation and work
towards a resolution of his case. On the same date, we contacted the Internal
Revenue Service and confirmed that there was an outstanding balance of
individual income tax in the amount of $17,377.17 for tax year 2011.
Additionally, a conference call was scheduled with Mr. [redacted] for March 29, 2013
to discuss his liability in detail as well as our initial plan to move forward
towards a resolution for his case. On March 21, 2013, we received a call from
[redacted], Mr. [redacted]’s bookkeeper, who asked questions about the letter
received from our office requesting financial information. We informed Ms.
[redacted] that our office required a third party authorization form signed by Mr.
[redacted] in order to speak directly with her about his case. We held a scheduled
call with Mr. [redacted] on March 29, 2013, to review his case in further detail. He
explained that at the time, he was fully supporting his girlfriend and her two
children. He informed us that he had a sole proprietorship which allowed him to
take home just enoughmoney to pay his bills with nothing leftover. Mr. [redacted]
also mentioned a farm that he has which he occasionally made a profit from. Our
office filed a request for a Collection Due Process Hearing with the IRS on
April 4, 2013, in response to a Final Notice of Intent to Levy from the IRS. We
explained this appeal process to the client and how this would help prevent
involuntary collection action on the account. We received the scheduling notice
for this hearing on May 21, 2015, and prepared a financial statement for Mr.
[redacted] based on the information received from him. We spoke with Mr. [redacted] on
this date to clarify some aspects of the financial statement, and requested a
copy of his 2012 Form 1040 tax return, which was subsequently received later in
the day. Our office sent the requested documentation for the Collection Due
Process Hearing to the IRS Settlement Officer on May 22, 2013. The hearing was
held on May 28, 2013 with Settlement Officer Janice Bankston who agreed to
place Mr. [redacted]’s account into Currently Non-Collectible status due to his
inability to currently make payments on the liability. The notice of
determination from this hearing was received in our office on June 25, 2013 and
we discussed this with the client. On July 9, 2013, we explained that it would
be in Mr. [redacted]’s best interest to waive his tax court rights from this Notice
of Determination because the Settlement Officer had granted the appropriate
action on the account and we would ultimately resolve his tax liability through
other administrative programs the IRS offers. On August 16, 2013, we clarified
a few more items regarding Mr. [redacted]’s financial statement and informed him
that we would be proceeding with an Offer in Compromise. During this
conversation, Mr. [redacted] informed us that a previous company, Pinnacle Tax, had
been contacting him about services. We advised that he should call back and
request to revoke their Power of Attorney to ensure it does not conflict with
our representation. Mr. [redacted] indicated he would do so and that he had already
filed a complaint with the Revdex.com against Pinnacle Tax. Mr.
[redacted] also indicated that he was happy with our services, especially with the
amount of written correspondence he was receiving, and that he was able to
sleep at night knowing we were handling his issues well. We informed Mr. [redacted]
that his Offer in Compromise documents were mailed that day and would need to
be returned via regular post with original signatures and the appropriate fees
required for submission. We followed up with Mr. [redacted] on September 13, 2013,
and confirmed that the Offer in Compromise documents were mailed to the correct
address. Mr. [redacted] believed he did receive them but requested a copy be emailed
to him just in case. We obliged and sent them electronically that day. Mr.
[redacted] additionally informed our office that he had recently became married and
that Ms. [redacted] was now Mrs. [redacted]. The signed Offer in Compromise documents
were received in our office on October 30, 2013. We contacted Mrs. [redacted] on
November 15, 2013 to advise her that we did not receive all of the fee required
for the Offer in Compromise. She stated that the bank was canceling the
previous check that was sent and she would have both checks re-issued and sent
to our office. We spoke with Mr. [redacted] on November 19, 2013, regarding a Notice
of Federal Tax Lien that was received. We explained that the IRS typically
files liens when a taxpayer is placed into the Currently Non-Collectible status
and assured him that if his Offer in Compromise is accepted, the lien would be
released. Mr. [redacted] again informed us on this date that he hired a previous
company to help him with his tax issues, but it took them six months to contact
him. He informed our office that he had been very pleased with our services and
that he appreciated how well we communicated with him regarding his matters. On
December 17, 2013, the case team prepared to submit Mr. [redacted]’s Offer in
Compromise to the IRS but noticed that one of the pages was not signed. The
forms were immediately sent back to the client for signature. Mrs. [redacted] called
our office and stated that she would have the form overnighted to our office
upon receipt and signature. The signed form was received in our office on
December 27, 2013 and the Offer in Compromise was submitted to the IRS on
December 30, 2013. Our office contacted the IRS to check on the status of the
Offer in Compromise with the on January 17, 2014. Ms. [redacted] (ID# [redacted])
stated that the Offer had been received, but not yet processed. We notified Mr.
[redacted] of this progress via written correspondence. The case team set up a
conference call with Mr. & Mrs. [redacted] to go over a few aspects of the Offer
that would need some consideration while it was pending review with the IRS. We
held this call on February 26, 2014, and reviewed the equity in Mr. [redacted]’s
pri[redacted] residence. Mrs. [redacted] notified the case team that the recent county
appraisal of the property showed a lower value than the mortgage and she agreed
to send us this documentation to prove to the IRS that there was currently no
equity in the home. On March 18, 2014, Mr. [redacted] called our office very upset.
He was upset that the IRS kept his 2013 tax refund of $4,200 and applied it to
his current liability. He indicated that we should have told him to delay
filing the return until the Offer was completed. We explained that regardless
of the outcome of the Offer, the IRS would keep this refund because of the
balance. We also advised him that theIRS will keep the refund for the year in
which the Offer in Compromise is accepted. We advised that although a taxpayer
must remain compliant with filing tax returns for the next five (5) years, only
the first refund is kept. All other refunds moving forward will be provided
back to the taxpayer as long as no other balances are outstanding on the account.
We further advised that all of this information was contained in the paperwork
that he signed for the Offer in Compromise. Mr. [redacted] proceeded to stress that
he had paid our company almost as much as he owes the IRS and that the initial
sales associate told him his case would be taken care of by December 2013. The
case team encouraged Mr. [redacted] to persist with the Offer process and apologized
for any delay’s he felt had taken place. The case team manager followed up with
Mrs. [redacted] on March 20, 2013 to further discuss his concerns with his case. We
explained that in order to try and get her portion of the refund back, we would
need to file a request for Injured Spouse. We requested a copy of the 2013 Form
1040 and also that Mr. [redacted] apply for a home equity loan to prove to the IRS
that he would not be given this loan and to ensure equity would be factored
into the calculations for the Offer in Compromise. We mailed and emailed the
Injured Spouse form to Mrs. [redacted] for signature. There was no contact with Mr.
or Mrs. [redacted] during the month of April 2014, although an attempt was made on
April 29, 2014. Mr. [redacted]’s case was placed into a stop work status on May 7,
2014 by our accounting department due to a payment discrepancy. We spoke with
Mrs. [redacted] regarding this matter on May 14, 2014. On May 19, 2014, the case
team was notified that Mr. [redacted] filed a complaint with the Virginia State Bar
Association. The complaint stated problems with not receiving return calls from
the case team, paying more than what is owed to the IRS, and protest of the
Injured Spouse form stating that it was a fraudulent matter. The Chief
Operations Officer of Wall & Associates, Inc. spoke with Mr. [redacted] on May
27, 2014. Mr. [redacted] was advised that the Injured Spouse form was a form used
only to indicate that she was entitled to her portion of the refund from the
2013 tax return. Mr. [redacted] was also given fee consideration during this
conversation and would no longer have a monthly payment for the services
rendered. On May 30, 2014, the case team followed up with the IRS regarding the
Offer in Compromise and left a message for [redacted], the
individual on the latest notice received from the IRS. Mr. [redacted]’s account was
also returned to active working status on this date due to the fee
consideration granted. Our office called again on Mr. [redacted]’s Offer in
Compromise on June 3, 2014, and had to leave a message for Ms. [redacted]. Mr.
[redacted] called our office for an update on July 11, 2014. We explained that we
are still in need of a copy of his 2013 return to submit the Injured Spouse
request and that we are still waiting for a response on his Offer. We called
Ms. [redacted] once again on this date and left a third message for a return
call. There was no fax number present on the notice received, therefore the
case team contacted the main Offer Unit in Memphis and obtained it. A fax was
then sent to Ms. [redacted] requesting contact regarding Mr. [redacted]’s Offer in
Compromise. Mr. [redacted]’s 2013 tax return and the Injured Spouse form with
signature were received in our office on July 16, 2014 and the form was sent
for review prior to submitting for processing. Ms. [redacted] of the IRS returned
our call on July 25, 2014, and notified our Power of Attorney that financial
information was needed along with delinquent employment tax returns for Mr.
[redacted]’s business. She set a deadline of August 13, 2014. Upon review of the
administrative tax resolution contract in place with our company and Mr. [redacted],
the case team confirmed that Wall & Associates, Inc. was only contracted to
represent Mr. [redacted] for Form 1040 individual income tax. The case team was
unaware that Mr. [redacted] had liabilities stemming from Form 940 Federal
Unemployment Tax (FUTA) and 941 Federal Quarterly Withholding Tax. We informed
Mr. [redacted] of the required information. Mr. [redacted] asked our office what the
Forms 940 and 941 were for. We explained the nature of these forms and
requested that the missing returns were prepared and provided to our office as
quickly as possible. Mrs. [redacted] informed us on August 7, 2014, that she was
attempting to retrieve the 940 and 941 returns from storage to provide to the
IRS. We advised her again of the deadline of August 13, 2014. We phoned Mrs.
[redacted] again on August 12, 2014, to check on the status of this information and
she stated that she would overnight the package of information on this date.
When the paperwork did not arrive in our office, we phoned the [redacted]’s again on
August 13, 2014. Mrs. [redacted] stated that it would arrive the next day. We called
and left a message for Ms. [redacted] with the IRS and sent a follow up fax
requesting an extension of time to provide the documentation. The information
still did not arrive in our office and we called Mrs. [redacted] again on August 15,
2014. She provided us with the tracking number for the package. The US Post
Office website indicated that it was in El Paso, Texas. We faxed this
information to Ms. [redacted] to show proof that the taxpayers were attempting to
meet the deadline and again requested an extension of time to provide the
documentation. Our office received Mr. [redacted]’s set of information on August 18,
2014. The package of documents contained bank statements, an unemployment
insurance premium and wage report, but neglected to contain Forms 940 and 941.
The case team contacted Mrs. [redacted] to discuss and left a message requesting a
return call. Ms. [redacted] with IRS returned a call to our office on August 20,
2014, notifying us that she was out on medical leave for the prior two weeks.
She did allow for additional time until August 29, 2014 to provide the unfiled
business returns and remaining financial information. We spoke with Mrs. [redacted]
about the urgency of this matter on the same day, and she stated that she did
not know where the returns are because there was a previous bookkeeper for the
company before her. We informed her that if the returns were not prepared and
supplied to Ms. [redacted] by August 29, 2014, that the Offer would likely be
closed. Our office heard nothing from Mr. or Mrs. [redacted] until the case team
contacted them again on August 29, 2014. Mrs. [redacted] stated that the IRS should
be able to pull the information from their internal records and that she should
not have to provide the tax returns. We explained that the IRS has no record of
the tax returns which is why they are needed to be prepared and provided. Mr.
[redacted] took over the phone call and stated that he had been with our company for
two years and if we did not get him a settlement, he would sue our firm. Mr.
[redacted] finally informed us that he would call his CPA about the missing tax
returns. The case team requested another extension from Ms. [redacted] via voice
message and fax. On September 2, 2014, we called the [redacted]s again to check on
the status of the tax returns and left a message for a return call. Our call
was returned on September 4, 2014. Mrs. [redacted] stated that she could not locate
the Forms W-2 for 2011 but that she was still working with the CPA on the
remainder of the unfiled returns. Mrs. [redacted] informed us on September 16, 2014,
that all of the returns were finally prepared and they would be forwarded to
our office. In the interim, our office received a letter from the IRS dated
September 11, 2014, notifying us that Mr. [redacted]’s Offer was transferred to an
office in Little Rock, Arkansas, and that the contact person was now [redacted] (ID#[redacted]). Mrs. [redacted] informed our office on October 9, 2014, that
she received a collection notice from the IRS. We called Mr. [redacted] and left a
message for a return call on this date. With no response, we phoned the Offer
Unit and spoke to Ms. [redacted] (ID# [redacted]) who refused to provide a fax
number for Mr. [redacted]. We called again on November 20, 2014, and were informed
by Mr. [redacted] (ID#[redacted]) that Mr. [redacted]’s Offer was once again transferred
to the Fort Worth, Texas office for review. We called this office at the number
provided and spoke to a receptionist who then told us that Mr. [redacted]’s Offer
was actually in the Nashville office. She provided us with Mr. [redacted] number.
We explained that we had been rerouted too many times and demanded a manager’s
attention. The receptionist provided the number for an Offer Specialist, Mary
[redacted]. The case team called Ms. [redacted] and she was finally able to provide
us with the fax number for Mr. [redacted]. A fax was then sent requesting him to
contact our office regarding Mr. [redacted]’s Offer in Compromise. On December 1,
2014, we called and spoke with Mrs. [redacted] regarding their Offer in Compromise.
We informed her that we had not provided the tax returns to the IRS yet because
we had no communication with Mr. [redacted]. He had still not returned our call to
this date. Given the lack of communication, we phoned the general collections
line to ensure no involuntary levy action would be taken on Mr. [redacted]. We spoke
with [redacted] who informed us that there was no pending Offer
in Compromise on the system, but he did place a 30-day hold on collections in
order to figure out why. We explained the issues to Mr. [redacted] on this date and
informed him that we were sending a request to Taxpayer Advocate Service to
assist with the IRS’s poor handling of this account. The case team received a
call from Heather with the Taxpayer Advocate Service on December 3, 2014. She
stated that the offer was still open and pending review. We were provided with
Mr. [redacted] manager’s contact information. A call was then placed to this
manager, Ms. [redacted], and a message was left. A fax was also sent requesting
contact. On December 5, 2014, we finally received a call from Mr. [redacted]. He
stated that he had been trying to get in touch with our office and had already
been working with Enrolled Agent, [redacted]. We stated that there were
absolutely no notes in our file that [redacted] had held a call with him. He
requested that we mail the unfiled tax returns to him and provided us with an
address. The tax returns were faxed to Mr. [redacted] and also placed in the mail.
We called and left a message forMr. [redacted] on December 8, 2014, to follow-up on
the returns and discuss Mr. [redacted]’s Offer in Compromise. Mr. [redacted] returned
our call almost a month later on January 7, 2015. He stated that Mr. [redacted]’s
Offer was not viable due to equity and that he “is a young man and can turn
things around” financially. Mr. [redacted] also stated that this was a personal
opinion, causing us to consider that he was not following the guidelines of IRS
standards. Mr. [redacted] stated that the noncompliance of the unfiled business
returns played a major role in his decision, but that he would discuss it with
his manager. We spoke with Mrs. [redacted] on January 9, 2015, and provided her with
an update on the account. Mr. [redacted] never returned call to our office to
discuss the Offer, and instead we received a notice on February 11, 2015, that
Mr. [redacted]’s Offer was closed. The letter stated that Mr. [redacted] was not
compliant with filing his quarterly Federal Tax Return for the period ending
September 30, 2014. We called Mrs. [redacted] and she stated that she was still
working on this tax return as well as the one for the 4th quarter of 2014. She
said that she could fax the returns to our office within 72 hours. Per this
conversation, the case team attempted to have the Offer re-opened by filing
another request with the Taxpayer Advocate Office. We did so on February 11,
2015. The 3rd and 4th quarter Form 941 returns for 2014 were received in our
office on February 12, 2015. Taxpayer Advocate Ms. [redacted] called our
office on February 19, 2015 and she explained that she would do her best to
review the account and help us with reopening the Offer in Compromise. On March
2, 2015, Mrs. [redacted] called our office regarding receipt of collection notices
from the IRS for the 941 tax debt for Mr. [redacted]’s business. She stated that she
was not aware that they needed to file returns or file them on time. We
explained that this is a requirement for all businesses, especially those that
are attempting to obtain a settlement with the IRS. Ms. [redacted] with the
Taxpayer Advocate Service gave our office an update on March 25, 2015, stating
that she was still waiting for a response from the IRS about reopening the
offer and that she would follow up with us on April 7, 2015. In order to ensure
compliance, we mailed Mr. [redacted] a letter regarding his Estimated Tax Payment
requirements for the 2015 tax year on April 6, 2015. Our office received a call
from Ms. [redacted] with Taxpayer Advocate on April 8, 2015. She stated that
Mr. [redacted] was in full compliance with the IRS filing requirements and that she
felt there was miscommunication on the account. She stated that she was still
working with the IRS to reopen the Offer. Mrs. [redacted] contacted our office on
May 15, 2015, requesting to schedule a call to review some questions she had
about Mr. [redacted]’s account. We called Mrs. [redacted] on May 18, 2015 at the time she
requested, but had to leave a message. A follow up letter was sent to Mr. [redacted]
advising him of the missed call. Taxpayer Advocate Ms. [redacted] contacted
our office again on June 12, 2015, and indicated that she was now unsure if the
Offer could be re-opened; however, the account was placed into a hardship
status that would remain for the next 12 months. She also stated that if the
Offer did get officially closed, she would help expedite the processing of a new
one. We updated Mrs. [redacted] about this matter on June 15, 2015, and let her know
that we would follow up again once we hear back from Ms. Weatherspoon. Ms.
[redacted] did call us back on June 22, 2015, and notified us that the Offer
remains rejected, but not closed, due to a preliminary analysis that Mr.
[redacted]’s income could pay the liability in full. She told us on this date that
Mr. [redacted] owed individual income (1040) taxes in the amount of $16,408 and
business unemployment (940) andwithholding (941) taxes in the amount of
$56,732. She set a deadline for July 13, 2015, in order to get a new set of
financial information to her to see if in fact Mr. [redacted] would qualify for the
Offer based on a new analysis. We called Mrs. [redacted] on this date and discussed
the matter with her and sent a follow up letter with all requested information
listed. No information was received from Mr. or Mrs. [redacted] by July 13, 2015,
and a follow up call was made to the client in which we left a message for a
return call. We also called Ms. [redacted] to request an extension of time
and left a message for a return call. On July 15, 2015, Mr. [redacted] called our
office and asked us why it was taking so long to work on his case. We explained
that we had requested new financial information from his wife last month in
order to provide Taxpayer Advocate with new analysis and had not received it.
In the worst case scenario, we would have to submit a new Offer through
Taxpayer Advocate and have it expedited. Mr. [redacted] then stated that his CPA
told him he would have to amend his 941 and 1040 returns for 2011 because there
were bookkeeping errors. This is the first time the case team was informed of
possible errors on the tax returns. We advised Mr. [redacted] that we would continue
working the Offer in Compromise, but follow up with him again soon to discuss
possibly amending the returns. Unfortunately, on July 20, 2015, the case team
was notified by management that Mr. [redacted] had filed a complaint with the RevDex.com. As stated in the sum[redacted] above, Mr. [redacted] filed a complaint
with the Virginia State Bar (VSB). Currently, this matter is still open and
pending with the VSB, as a ruling has not been issued on the matter as of this
date. Therefore, we respectfully request that this Revdex.com complaint be
administratively closed, as this prior complaint is still open and pending with
the VSB. We are sorry to hear that Mr. [redacted] is dissatisfied with the services
he received form our office. Mr. [redacted]’s complaint refers to the timeframe of
how long his case will take to be completed and our Associate informed him “it
varied from case to case but normally around a year start to finish.” Our
associate, Mr. [redacted] spoke with Mr. [redacted] on average settlement amounts and
case timeframes so he would know what to expect, but no guarantees were given.
We work to resolve client cases swiftly, but to expect a long standing IRS
problem to be completely fixed and handled within a short timeframe is
unreasonable. Our contract that all clients sign clearly states that guaranteed
results, including a timeframe of when the problem will be fixed, cannot be
promised or provided. Furthermore, Mr. [redacted]’s complaint refers to getting the
“impression Mr. [redacted] was associated with a law firm. Wall & Associates,
Inc. provides administrative tax representation before the taxing authorities,
as we did in Mr. [redacted]’s case beginning in March of 2013. The contract signed
by Mr. [redacted] clearly states that “our services only apply to administrative tax
practice and hearings. The company provides no legal services”. Mr. [redacted] was
well aware of that he hired our company to assist him administratively with the
IRS to resolve his tax matters. Additionally, Mr. [redacted]’s complaint states that
“calls to me wasn't returned until several calls and several weeks to months
went by.” A majority of the communication and correspondence on Mr. [redacted]’s
case was maintained with Mrs. [redacted]. Our office continuously contact Mr. &
Mrs. [redacted] to provide them with updates on Mr. [redacted]’s case, or request information
required for their case to be reviewed and considered by the IRS. We are sorry
to hear that Mr. [redacted] feels as through communication was not maintained, as
our office was in constant contact with Mrs. [redacted]. Mr. [redacted]’s complaint also
refers to the IRS taking the tax refunds. We are unable to stop the IRS form
issuing their Federal Offset Program. The law allows the use of part or all of
your federal tax refund to pay other federal or state debts that you owe. If
you filed a joint tax return, you may be entitled to part or all of the refund
offset. This rule applies if your spouse is solely responsible for the debt. To
request the non-liable spouse’s part of the refund, a request for Injured
Spouse Allocation is filed with the IRS. This is why our office filed an
injured Spouse request with the IRS for the 2013 tax return, for Mrs. [redacted] to
receive her portion of their refund for that specific year. This form can be
requested every year to ensure the non-liable spouse receives their portion of
the refund. We hope this sum[redacted] sheds light on the work that was completed on
Mr. [redacted]’s behalf by our office and the communication and correspondence we
held with Mr. & Mrs. [redacted] and the IRS. Our office worked diligently with
the clients and IRS from March 2013 through the current date in attempts to
have collections placed on hold for their case, compliance with the filing of
all required tax returns and submission of the Offer in Compromise as his
resolution. We understand Mr. [redacted]’s frustrations on this matter and that it
is not easy to rectify matters of taxation such as this with the IRS. We worked
as quickly as possible to resolve this matter. It is our understanding that Mr.
[redacted] would like a full refund of the fees paid to our company for the services
we rendered. Services were provided to Mr. [redacted] and we properly advised him of
the proper steps to take to begin working toward resolving their liability,
assisted him in filing unfiled filed returns and prepared, submitted and
negotiated with the IRS for his Offer in Compromise. Additionally, we also
capped his monthly fees in May of 2014. We would like to move forward with the
resolution of Mr. [redacted]’s case as there is still work to be completed to fully
resolve the tax matters for his personal liabilities and the business
liabilities. We would be glad to discuss his case further and the work that was
performed on his behalf. If we can work out further appropriate fee
arrangements that are acceptable to the Mr. [redacted], we will be glad to move
forward on his case and continue the resolution process. If you require any
further information, please contact our office. Thank you for your time and
assistance with this matter.

Dear Ms. [redacted],We again are writing in timely response to the additional comments received for the referencedcomplaint. We are very sorry to hear that Mrs. [redacted] is still dissatisfied with our continued efforts toresolve her concerns. It is unfortunate that Mrs. [redacted] continues to feel as though nothing was doneby our company. As our previous responses have detailed the work completed on the Douglas’ case andthe communication our office held with the taxing authorities and Mrs. [redacted] and addressed herspecific comments regarding her complaints.Previously, we offered a $500 and $1,600 refund to Mrs. [redacted] in the interest of rectifying thecomplaint and moving on. We have offered this refund not due to an admission of liability to Mrs.[redacted] as we worked the case appropriately. To continue efforts to resolve this matter we will offer torefund $2,000. We will be able to move forward with this process as soon as Mrs. [redacted] decides toaccept the refund.Our intentions are to resolve the client’s complaint in a mutually acceptable agreement. We arealso glad to speak with her directly to resolve this matter if that route could provide a swifter resolution.Thank you for continuing to assist in this matter. If you require any further information, please contactour office.

Revdex.com:
I have reviewed the offer made by the business in reference to complaint ID[redacted], and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved. If the company does not perform as promised I can get back to you at: [email protected].
Regards,
[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, 
This company has done nothing but lie and cause
me pain and suffering.  I cannot understand how you can think that what you did is worth almost 5 years of my life and $15,000!!!
I am now in the process of dealing with the IRS....does this sound like a happy ending to a company that claims to help clients? 
One total lie is the fact that "Mr answer Mrs. [redacted]
 were provided with examples of cases resolved with the IRS. ...and average times for resolution. 
First of all..it was only me that met with your vice president in an empty office in Tampa and he did not disclose any of the facts described.  If he would have given me one inkling that it would cost $15,000 and take 5 years I would have run out the door.   Instead. ..He took the $1000 and wrote on a slip of paper that we could settle for $1000.
I have never seen or heard of any positive resolutions with Wall. There are so many complaints about to company and now I know why.
In hindsight I wish I had done my homework better for finding help with this tax issue. I have learned that from now on I will only deal with companies that are accredited by the Revdex.com. This issue will never be resolved until I get my money back.  I accepted your services with the expected results being a resolution with the IRS.  I am now forced to confront the IRS. On my own....With 5 years wasted...and fees added to my tax balance. 
I am upset. .feel totally violated and want my money back so I can pick up the pieces and move on.
[redacted]
[redacted]

We signed up with Wall & Associates, Inc. on May 3, 2016 on behalf of my father and his IRS issues. No progress has been made. We have sent them all documentation they have requested. They were, first of all, to stop all IRS garnishments against my father's retirement and social security pensions. This has yet to be accomplished. Yet they continue sending us a monthly bill for their services.

Dear Ms. [redacted], We are writing in timely response to the additional
comments received for the above referenced complaint. It should be noted that
we previously provided significant fee consideration to Ms. [redacted]. We have
already let her know that her fee to our office would be suspended for the
duration of her current Offer in Compromise that is pending with the IRS. We
respectfully disagree with Ms. [redacted]’ statement that our last response
contained bogus statements. Our responses are based directly on the case file
and work we complete for the client. We have no need or desire to falsify
information regarding a case. We operate on a very strict standards of ethics.
Our office did provide Ms. [redacted] a case summary on August 11, 2014. The case
summary at that point provided her with the work completed on her case through
July of 2014. Therefore, the information in our compliant response only differs
due to the added information on the case since that time. If Ms. [redacted] has
specific questions regarding any work completed on her case or that was in the
complaint response, we ask that she contact our office directly to discuss. Ms.
[redacted]’ comments also declare that “I was told by IRS that at least 99% tax
situations can be resolved without involving a third party”. The IRS has
various resolution programs that taxpayers can take advantage of to resolve
their tax liabilities. Quick resolutions that taxpayers handle themselves often
involve a monthly installment payment to the IRS, or payment in full. Ms.
[redacted]’ additional comments states that “they did not follow-up on my Offer in
Compromise”. We have continually followed up with the IRS regarding the Offer
in Compromise we submitted on her behalf. We have set guidelines for our case
staff members to follow up regularly with the IRS both via phone call, and in
writing. Additionally, our office maintained communication with Ms. [redacted]
regarding the status of the Offer in Compromise and the Offices that the IRS
had transferred it to before finally be assigned to an examiner. Recently this
month, we were notified by the IRS Offer Examiner that Ms. [redacted] called the IRS
herself regarding her Offer. Therefore, the IRS revoked our Power of Attorney
form and would not allow us to speak on the case. We discussed this with Ms.
[redacted], and since she did want our office to continue to work her case, we let
her know that we had to send new Power of Attorney forms to her to sign so that
we could speak to the IRS again. Those forms were sent to her promptly. As we
mentioned earlier in this letter, there was a deadline to the IRS Offer
Examiner of April 10, 2015. We were unable to meet that deadline since we did
not have the information we asked Ms. [redacted] to send (per IRS request). It is
very questionable at this time as to whether the IRS has kept the Offer open or
has closed it. We have attempted to call the IRS on the matter but have not
received a response. If the Offer is still open, we are again in agreement to
suspend billing for Ms. [redacted] so that we can work her case while the Offer is
pending. If the Offer is closed, we will be glad to discuss with Ms. [redacted] her
preference for this case and whether she would like our office to submit a new
Offer to the IRS on her behalf or not. If she does not want to move forward with
us as her representatives, we will discuss a partial refund to her in good
faith. We have worked very hard on her case though and while a refund is not
warranted based on improper work or lack of work, we will consider it to
resolve a client complaint. If you require any further information, please
contact our office. Thank you for your time and assistance with this matter.

Dear [redacted].We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to [redacted].
[redacted] sought out and hired our services in July of 2014 for administrative
tax representation.Wall & Associates, Inc. has reached out...

to [redacted] in regards
to his concerns and have spoken with him. Our office has a follow up call
scheduled with him on Friday, June 17, 2016. We will be following up with his
directly and will respond back to the Revdex.com Serving Central
Virginia upon a resolution to his concerns. [redacted] is free to continue his
dialogue with the Revdex.com, but we feel that it would be more beneficial for [redacted]
to speak with our office directly in addressing his concerns.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.

RE: [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. and Mrs. [redacted] Mr. and Mrs. [redacted] came to Wall & Associates, Inc. in conjunction with  outstanding tax balances related to an [redacted] tax debt comprising several business tax years. Wall  & Associates, Inc. maintains communication requirements that all of our staff are required to  follow. Ms. [redacted] was transferred to our Client Services Group to discuss some ongoing  concerns that she had regarding her case and our department was in the process of reviewing  those concerns when this complaint was filed. At the onset client services personal stated that  they could not function as a substitute for the case team assigned to their account and that at  various times Client Services personnel might be unavailable. The Case Teams assigned to our  client's accounts are the first line of communication in addressing client concerns. The staff of Wall & Associates, Inc. have communicated with numerous personal in  regards to the unique situation that Mr. and Mrs. [redacted] found themselves presented in.  They requested, of our office, that a payment formed under bankruptcy proceedings be modified.  Our office was in the process of fulfilling their request. Our office was in contact with the revenue officer assigned to Mr. and Mrs.  [redacted]'s account, the revenue officer's Manager, the territory manager covering  Tennessee, the [redacted], [redacted] Automated Collections, [redacted]  [redacted] and eventually the individual who had previously handled the bankruptcy proceedings  which is when this complaint was filed. Supporting documentation is provided as available.  Our staff made it very clear to not default this particular form of [redacted] re-payment plan.  There are serious ramifications for defaulting any type of installment agreement and much more  so in a case like this one. We deeply regret that Mr. and Mrs. [redacted] are not satisfied with the services our office has provided and are currently in communication with them on how to best proceed  forward. If you require any further information, please contact our office. Thank you for your time  and assistance with this matter. Sincerely, Wall & Associates

We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to **
[redacted] sought out and hired our services in May of 2015
for administrative tax representation.Our office has spoken with [redacted] and we have worked out a
resolution to his concerns. Should, [redacted], require additional assistance he
is free to contact our office directly.

Dear Ms. [redacted], We are writing in timely response to the
additional comments received for the above referenced complaint on May 22, 2015.
We apologize if Ms. [redacted] feels as though we delayed her case with working with
the IRS on an Offer in Compromise. Our office maintained communication with the
IRS and Ms. [redacted] regarding the status of her offer and provided her with
information on what to expect. Unfortunately, our office is unable to determine
exactly how long the IRS process will take in reviewing these requests. We take
all action possible to push the IRS to speed up their processing of Offers as
we feel our clients should not have to be at the mercy of IRS response times
due IRS understaffing and budget cuts. We do though have a very high acceptance
rate of Offers in Compromise, and vast numbers of our Offers are accepted upon
the first submission. But, if needed, we do appeal any IRS decision to reject
an Offer and make our arguments further with a previously uninvolved IRS
Settlement Officer. Our office was prepared to argue and negotiate with the
initial Offer in Compromise review unit as well as the Appeals Department if
necessary for the acceptance of her Offer in Compromise. We were doing all
things necessary to successfully resolve Ms. [redacted]’ tax liability for an amount
both agreeable by her and the IRS. Unfortunately, Ms. [redacted] chose to terminate
the services that we were providing to her which halted our assistance and
negotiations with the Offer Examiner for the Offer in Compromise we planned and
submitted on her behalf. We regret that she did not allow us to complete the
negotiations and assist her in resolving her tax liability. While it is our
understanding that Ms. [redacted] would like a refund of half the fees paid to our
company for the services we rendered. We are willing to offer a refund of
$2,350. We completed extensive work on her case and kept IRS collections at bay
while we were working on the planning and submission of the Offer in Compromise
to resolve her liability as a whole. We make this refund offer not as an
admission of liability to the client, but only to resolve this complaint in the
interest of good customer service. If Ms. [redacted] agrees to this refund, we ask
that she contacts us directly so that we may initiate the refund process. If
Ms. [redacted] does not agree to this refund, we would also be glad to participate
in the Revdex.com’s Arbitration program regarding the matter so that it can be
resolved fully. We understand that we may incur fees for holding arbitration,
but we are accepting of those fees and would be glad to participate to
facilitate the resolution of this dispute quicker. 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
response to the correspondence our office received regarding the additionalquestions you had concerning
the aforementioned case on October 28, 2015 (copy [redacted]).The IRS letter dated
July 8, 2015 was in response to our request to have the audit, which Mr.[redacted] had gone
through prior to hiring our firm, reopened. Our office had submitted a request
alongwith supporting
documentation for consideration. The notice in question is the
denial notice to reopenthe audit based on
the Internal Revenue Service's opinion that the correspondence our office
provideddoesn't warrant a
reconsideration. Admittedly, it can take several attempts
before the IRS will agree toreopen an audit and
consider additional information.Mr. [redacted]'s
initial case plan was to argue the audit by getting the IRS to reconsider their
stancethat he was a passive
participant with regard to his rental properties. If he
been designated an active andmaterial participant
the losses he was audited for could be allowed and the case completed. However,the information Mr.
[redacted] provided did not reflect a passive activity loss to support the loss
amounton his tax return.
Therefore, the IRS removed the loss previously listed on the return which in
tumcaused a balance due
for that tax year. During his time with our firm we had prepared and worked
withMr. [redacted] to
perfect form 433-A, Collection Information Statement for Wage Earners and
SelfEmployedIndividuals, to
ensure that if necessary we would.be
ready for alternative options in resolvinghis case. When Mr.
[redacted]'s case was closed with our firm we were preparing for an additional
auditthat had been opened
by the IRS for tax year 2012. Any alternative resolution would be dependent onthe completion and
closure of this audit first. Our office has no control over when and if the IRS
decidesto investigate a
prior year return, but the audit would have to be resolved before a final
resolution couldbe reached.Per your request I
have [redacted] copies of the written correspondence between our office andthe Internal Revenue
Service. I have redacted Mr. [redacted]'s social security number due to privacyconcerns. A case summary has
already been provided in our previous correspondence. For yourconsideration I have [redacted] the
relevant casework undertaken on Mr. [redacted]'s case during the timeframes you requested.Our office received Mr. [redacted]'s case
on Oetober 6, 2014. Upon receipt of his case, Power ofAttorney forms were filed with the IRS
and the state of New Jersey to advise them of our representation.We contacted the IRS that day to obtain
the balances on Mr. [redacted]'s account. We spoke with AgentBradford, who advised there were no
balances at that time, but there was a previous audit for 2011 thathad resulted in no changes. We attempted
to contact Mr. [redacted] this day to discuss his case further,but had to leave a message requesting a
return call. We then attempted to contact the state of New Jerseyin order to obtain the balances on his
account, and the agent·stated that there were no balances owed andall required returns had been filed.We attempted to contact Mr. [redacted]
again on October 8, 2014, but were unable to reach himand le.ft a me.ssage re.questing a return
call. We spoke with Mr. [redacted] on October 9, 2014, anddiscussed some initial information
regarding his case. That same day, he e-mailed us a copy of the IRSNotice of Deficiency for tax year 2011
that had been issued to him on July 24, 2014. We spoke withMr. [redacted] again on October 10, 2014,
and discussed his case in more detail. We then sent aresponse to the IRS in regards to the
Notice of Deficiency stating that the income reported should beconsidered a loss due to the
passive/active/material participation rules. We spoke with Mr. [redacted]regarding the response that we had
mailed to the IRS, and forwarded a copy of the letter to him viaemail. During our conversation, we
reviewed the information that would be additionally needed inorder to dispute the liability. We also
scheduled a conference ca}l for October 17, 2014, so that wecould further discuss his case and
review his current financial situation to plan for a resolution of anybalances that may remain after the audit
dispute was completed. On October 13, 2014, we mailed aJetter to Mr. [redacted] with a list of
the requested financial information, along with Power of Attorneyforms for the state of New York and
additional IRS Power of Attorney forms. We attempted to contactMr. [redacted] on October 17, 2014 for our
scheduled conference call, but were unable to reach him andhad to leave a message.On November 11, 2014, we attempted to
contact Mr. [redacted] again to discuss his case butwere unable to reach him. We also mailed
a letter to him, adv~sing him of our attempts to contact him.We spoke with Mr. [redacted] on November
20, 2014, and discussed the status of his case. Werescheduled the missed conference call
for November 24, 2014. We spoke with Mr. [redacted] onNovember 24, 2014 for the conference
call. We reviewed the Notice of Deficiency and IRS Form 433-A, Collection Information Statement. We
additionally· notified
Mr. [redacted] of the case plan weestablished to work towards resolving
his tax liability. On December 31, 2014, we attempted to contactMr. [redacted] in order to discuss his
case, but were unable to reach him and left a message requesting areturn call.We attempted to contact Mr. [redacted]
again on January 27, 2015; and January 30, 2015; butwere unable to speak with him on either
occasion. On February 9, 2015, we mailed additional IRSPower of Attorney forms to Mr. [redacted]
for signature. We spoke with Mr. [redacted] on February 18,2015, and discussed his refund being
seized by the IRS and the status of his case. On February 20,2015, we contacted the IRS in regards to
the Notice of Deficiency. We spoke with Agent Simmes, whostated the system was experiencing
technical difficulty and to try again later. We then spoke with Mr.[redacted] and updated him on our attempts
to contact the IRS on his behalf. We spoke with Mr.[redacted] again on February 23, 2015, and
discussed his concerns about the case time and resolutionoptions. We then prepared and sent another response to the IRS in regards
to the 2011 Notice ofDeficiency, we forwarded a copy of this
response to Mr. [redacted] as well via E-mail. Our office took the appropriate steps
in attempting to address Mr. [redacted] tax controversy.Our office has additionally been more
than reasonable in accommodating Mr. [redacted]'s requests foradditional information. Unfortunately,
our office cannot help that the Internal Revenue Serviceresponse process is slower than he
expected.In a good faith effort to continue to
work towards resolving this complaint satisfactorily, wewill offer to refund Mr. [redacted] $1,000
of the fees he paid for services. We make this offer in goodfaith to try and help resolve his
concerns and address any misunderstandings. This refund offer is notbeing made as an admission of liability
to the client, but only to resolve any complaint ormisunderstanding. We completed work on
this case and the money was earned, but we are willing tooffer this refund to resolve the matter.If you require any further information, please contact our office.
Thank you for your time andassistance with this matter.Sincerely,Wall & Associates

Dear Ms. [redacted], We are writing in timely response to the
complaint made by Mr. [redacted] received on June 1, 2015 (copy enclosed). 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. We work as
quickly as possible to resolve tax matters, and often times there are minor
road blocks or issues that come up along the way that must be addressed before
a resolution can be finalized. A substantial amount of work has been completed
on Mr. [redacted]’s case. Upon receipt of the case on July 19, 2012, the case
team submitted the IRS Power of Attorney forms for processing. Additionally, we
contacted the IRS that day and the representative notified our office that Mr.
[redacted] had not filed taxes for several years, including 2011. The
representative also notified our office that the IRS had completed a Substitute
for Return for tax year 2000 which had a liability of $63,345.57. We requested
transcripts to validate this information and also assist Mr. [redacted] with
getting compliant with his filing requirements. We spoke with Mr. [redacted]
later that day and introduced him to the team which would be handling his case.
Additionally, we notified him of our conversation with the IRS. We scheduled a
conference call with Mr. [redacted] to discuss his liability at length and the
initial plan to move forward towards resolution of his tax matter. A letter was
then mailed for Mr. [redacted] which requested specific financial documentation
for our office to being evaluating his financial situation and plan for a
resolution for his tax matter as a whole. Subsequently, we mailed a request to
the IRS which requested a collections hold on his liabilityWe filed a
Collection Due Process Hearing request with the IRS on July 20, 2012 in
response to the final notice Mr. [redacted] had previously received from the
IRS. On August 6, 2012, our office contacted the IRS and ordered the remaining
transcripts needed to fully evaluate his case. Additionally, Mr. [redacted]
notified our accounting department of an issue with his payment and requested a
refund so that the fees could be paid by other means. Our Accounting department
refunded the fees and placed Mr. [redacted]s account into a stop work status as
other payment arrangements had not been set. On August 24, 2012, Mr. [redacted]
made other payment arrangements and brought his account with us to an active
status. By August 29, 2012, our office had not received all of the transcripts
from the IRS. We called the IRS on multiple occasions throughout the next
several days in order to obtain all the necessary information. Additionally on
August 29, 2012, our office submitted a request to our sister company [redacted] for their assistance in the preparation of Mr. [redacted]’s unfiled tax
returns. We then contacted Mr. [redacted] to update him on his case status and
the referral. Throughout September 2012 we maintained communication with Mr.
[redacted] on the status of his case and the need for the financial
documentation we had previously requested. We contacted Mr. [redacted] on
October 18, 2012 to discuss the upcoming Collection Due Process Hearing with
the IRS and the documentation we needed from him in order to comply with the
IRS request for documentation, however a message had to be left. We mailed a
follow up letter to Mr. [redacted] requesting the specific documentation
required. We did speak with Mr. [redacted] the following day regarding the
information we needed. We held the Collection Due Process Hearing with the IRS Settlement
Officer on October 23, 2012. At that time, the Settlement Office granted us one
week for submit the tax returns for 2007-2011 for processing with the IRS. We
immediately followed up with Mr. [redacted] regarding the outcome of the
hearing and notified him of the deadline of October 30, 2012 to file the tax
returns. Subsequently, we also emailed Mr. [redacted] the wage and income
information to assist him in getting the tax returns prepared locally. On
October 30, 2012, our office contacted Mr. [redacted] for an update on the
status of the returns being prepared and he notified us that none were
completed at that time. We then immediately submitted a fax to the Settlement
Officer requested additional time to provide the tax returns. As of November 21,
2012, our office had not received the tax returns form Mr. [redacted]. We spoke
with him that day and he advised our office that someone locally was working on
preparing the returns and they were not completed at that time. We followed up
with the Settlement Officer on November 26, 2012 and a message was left
requested a return call. Our office received the Notice of Determination
sustaining the lien filing against Mr. [redacted] as a result of the collection
Due Process Hearing on December 10, 2012. We contacted Mr. [redacted] that day
but had to leave a message requesting a return call. This is a normal part of
the process that we are accustomed to seeing with the IRS and it is very rare
that the IRS would withdraw or delete a lien in this situation. We spoke with
Mr. [redacted] on January 10, 2013 and he notified us that the tax returns for
2002-2011 had been completed by the preparer. It was requested that he provide
these returns to our office for review and submission to the IRS for
processing. We additionally discussed the upcoming filing deadline for tax year
2012 and advised Mr. [redacted] to have it completed timely. We received the
tax returns on January 24, 2013 and reviewed them for accuracy. Upon completion
of our review, we submitted them to the IRS for processing. We contacted the
IRS Automated Collection Services (ACS) on February 26, 2013 and obtained a
collection hold on Mr. [redacted]’s account while the tax returns processed.
This request was not granted and we called again on March 8, 2013 and obtained
a 30 day collection hold on his account. On March 15, 2013, we contacted Mr.
[redacted] to discuss his case status and a message was left. We contacted the
IRS Automated Collection Services (ACS) department on April 10, 2013 and were advised
that the 2006, 2010 and 2011 tax returns had posted to Mr. [redacted]’s
account. The remaining returns were still processing; therefore, an additional
collection hold of 45 days was granted to allow time for the processing of the
remaining returns. On April 17, 2013, we spoke with Mr. [redacted] and he
advised us that the 2012 Tax return was filed with a balance owed. We then
provided Mr. [redacted] with a case status update. Subsequently, we mailed Mr.
[redacted] a letter regarding Estimated Tax Payments to ensure he was complaint
with payments to keep him from having a liability for 2013. During May 2013,
the case team submitted a request to the IRS for Mr. [redacted]’s case to be
placed into a Currently Non-Collectable status, as Mr. [redacted] did not have
the means to pay on his liability, and could not risk suffering IRS levies. We
also maintained communication with Mr. [redacted] regarding the status of his
case. Our office contacted the IRS on June 5, 2013 and were notified that the
tax returns for 2002, 2003, 2006, 2007, 2008, 2009, 2010 and 2011 had all
posted. The total liability for all tax years owed was currently $138,079.06.
Additionally, the IRS granted our office a 9 week hold for us to work out
options for resolution. The case team updated the IRS Form 433-A Collection
Information Statement on June 19, 2013. We then mailed the form to Mr.
[redacted] for his review and requested specific financial documentation to
support the information listed on the form. We followed up with Mr. [redacted]
on July 19, 2013 regarding his review of the form and the documentation we
requested. Mr. [redacted] advised our office that the information would be
emailed to us. We received the financial documentation from Mr. [redacted] via
email on August 5, 2013. Our office then began working on completing the
financial form from the documentation he provided. We spoke with Mr. [redacted]
on September 10, 2013 regarding the financial documentation and the remaining
information needed to finalize the form. Our office submitted another request
to the IRS to ensure collection holds had been placed on Mr. [redacted]’s
account. We spoke with Mr. [redacted] again in detail regarding the financial
statement on October 25, 2013. We discussed with Mr. [redacted] the need to
have income and expense information for his wife even though she was not liable
for the taxes. We explained the reasons for this to the client and he let us
know he would email the information to us. We spoke with Mr. [redacted] on
November 22, 2013 regarding the financial statement. He advised us of some
recent changes in his financial situation. We verbally updated the IRS form
433-A over the phone with the changes. As of December 13, 2013, we had not
received the financial information and we contacted Mr. [redacted] and left a
message. Additionally, we sent him a letter regarding the upcoming deadline for
the 2013 tax return. On January 17, 2014, we spoke with Mr. [redacted]
regarding the financial changes he notified us of in November. We again requested
the financial documentation to substantiate these changes. Additionally, we
discussed the foreclosure of his home and his upcoming move. We then sent Mr.
[redacted] a letter as a follow-up to our conversation and requesting the
needed documentation. On March 21, 2014, we spoke with Mr. [redacted] regarding
the upcoming filing deadline for the 2013 Tax Return and that Mr. [redacted]
did not expect a liability when he filed the return. Our office contacted the
IRS on March 21, 2014 to ensure collection holds were still placed on the
account. A 10 day hold was granted by the representative we spoke with. We
contacted the IRS again on March 31, 2014 and obtained a 30 day collection hold
on Mr. [redacted]’s account. On April 28, 2014, we received the financial
documentation from Mr. [redacted]. We notified Mr. [redacted] of receipt that
day and began updating his form 43-A Collection Information statement with the
information he provided. Upon completion of the form we contacted Mr.
[redacted] on May 23, 2014 and scheduled a conference call to discuss his case
options in detail for May 29, 2014. We called Mr. [redacted] on May 29, 2014
for the scheduled call and message was left. The following day, we spoke with
Mr. [redacted] and discussed our review of the 433-A form, along with the IRS’s
methods for calculating the ability to pay and Offer amounts. Additionally, we
discussed income and expense allocation for his non-liable spouse. Mr.
[redacted] notified us that the additional documentation we would need would be
provided. On June 18, 2014, our office received the remaining financial
documentation from Mr. [redacted]. We followed up with Mr. [redacted] that day
regarding receipt of it. After completion of the financial statement we mailed
it to him on July 17, 2014 for his review and signature. On July 29, 2014 in
response to a final collection notice from the IRS we prepared and submitted a
Collection Due Process Hearing Request to the IRS. We spoke with Mr. [redacted]
regarding this on August 15, 2014. After receipt of the notice from the IRS
scheduling the Collection Due Process Hearing we contacted Mr. [redacted] and
sent him a letter regarding the upcoming hearing and the documentation we
required from him for this particular hearing. The IRS had asked for more
current information regarding his financial picture than what they had on file.
This is also a normal IRS procedure we are accustomed to with any client’s
case. Our office held the hearing on October 8, 2014 with the Settlement
Officer. We were unable to provide the requested financial documentation as we
had not received it form Mr. [redacted]. The Settlement Officer granted an
extension until October 28, 2014 to provide it for preview and consideration.
Subsequently, we spoke with Mr. [redacted] and sent him a letter again
requesting the documentation required. As of October 28, 2014, our office had
not received the documentation from Mr. [redacted]. We called and sent a fax to
the Settlement Officer requesting additional time to provide the documentation.
On October 29, 2014, we spoke with the Settlement Officer and were granted an
extension until November 12, 2014. We then followed up with Mr. [redacted]
regarding the needed documentation. On November 12, 2014, our office had not
received the documentationfrom Mr. [redacted] were unable to obtain further
extensions of time to provide the information to the Settlement Officer. Our
office received the Notice of Determination on November 25, 2014 regarding the
outcome of the Collection Due Process Hearing and the sustainment of the lien
filing. We contacted Mr. [redacted] that day and discussed the notice with him
and the plan to move forward towards a resolution of his case. We spoke with
Mr. [redacted] regarding his case in December 2014 and again requested the
financial documentation needed. On January 30, 2015, we spoke with Mr.
[redacted] again regarding the form 433- A Collection Information Statement and
what could be expected from the IRS upon their review of this form. We again
discussed the importance of having the non-liable spouse’s financial
information to accurately allocate expenses which could adjust the 433-A form.
We spoke with Mr. [redacted] on February 25, 2015 and notified him of the
collection hold on his account. On April 6 2015, we spoke with Mr. [redacted]
regarding the IRS lien filing and he notified us of a deed that was being filed
and the lien could halt the process of the home situation. We spoke with the
IRS on April 10, 2015 and were informed of a wage levy that was issued against
Mr. [redacted]. The IRS requested financial documentation in order to release
the levy. We advised the IRS representative of the previous collection hold
granted on Mr. [redacted]s account through May 5, 2015 and the representative
agreed to release the levy that day. We then contacted Mr. [redacted] that day
to provide him with a detailed case status update. We reached out to Mr.
[redacted] on multiple occasions on April 13, 2015 and were finally able to
reach him. During our conversation, Mr. [redacted] indicated that he wished to
terminate services. His case was immediately referred to our Client Services
Group for them to review his case and resolve any concerns or requests that Mr.
[redacted] had. Our office was doing all things possible to keep collections
from the IRS at bay and working on planning for a viable resolution for Mr.
[redacted]’s tax liability. Without the proper documentation, we were unable to
do the necessary case planning and solidify a plan to resolve the liability.
The process of convincing tax collection personnel to adjust a tax account
requires detailed records of the taxpayer’s finances. This is why we request
the financial documentation frequently throughout the case. Our office
requested documentation regarding the non-liable spouse from Mr. [redacted] on
multiple occasions which was not received. In order for our office to plan for
a successful resolution with the IRS and complete the same collectability
calculations as the IRS, we needed this documentation. We are sorry to hear
that Mr. [redacted] feels that we took advantage of him. Our goal was to
successfully get Mr. [redacted] complaint with all filing requirements and
complete a resolution with the IRS to resolve his tax liabilities. We were
actively working on the IRS form 433-A Collection Information Statement in
order to accurately calculate Mr. [redacted]’s payment potential to the IRS.
Unfortunately, not receiving all of the financial records and documentation we
needed halted our progress and we were unable to fully complete the form. Mr.
[redacted]’s comments states that we did not stop garnishments and property
liens. As our summary indicated, we successfully held off collections by the
IRS on Mr. [redacted] throughout the duration of his case. In the event an IRS
levy was issued, we immediately had it released. Wall & Associates, Inc.
has not completed any work on Mr. [redacted]’s case since he terminated
services; therefore, if he is currently being levied, it is because our
collection holds have expired. Additionally, the IRS will file a Federal Tax
Lien. While our office went through the Appeals Process for the filing of the
lien, we were unable to get it released with the IRS. A federal tax lien is the
government’s legal claim against property when a taxpayer owes a debt. The lien
protects the government’s interest in all property. While the tax lien is
there, it does not mean the IRS will immediately seize the property. Once a
resolution is completed and paid in full with the IRS, Tax Liens are released.
Part of our service involves credit clean-up with our clients to ensure tax
liens are released, and that the credit bureaus are notified of this.
Unfortunately, we did not get to the point of a resolution being accepted and
paid when Mr. [redacted] terminated services with our company. Ultimately, we
put forth great effort on Mr. [redacted]’s 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. 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

Dear [redacted],
We are writing in timely response to the above referenced complaint received on October 13, 2014 ([redacted]). [redacted] sought out and hired our services in December 2013 for administrative tax representation. A tremendous amount of work has...

gone into [redacted] case and a detailed summary is provided below. Upon receipt of his case on December 13,2013, we contacted [redacted] to go over the initial case information. [redacted] provided us with the basic information and we updated his case file with his responses. Subsequently, we faxed [redacted] Power of Attorney forms to the Centralized Authorized File Unit for the [redacted] and to the State of [redacted] for processing. We called the Practitioner's Priority Service with the [redacted] and spoke to [redacted] ID number [redacted], and determined that [redacted] was compliant with no ba[redacted]s due. We mailed [redacted] an initial welcome letter and a letter requesting financial information and additional Power of Attorney forms.
We then created a Form 433-A, Collection Information Statement, from the initial information that was provided to Wall & Associates from our associate, [redacted]
[redacted] on December 18, 2013. We attempted to contact [redacted] Revenue Officer, [redacted], with the [redacted] Department ofRevenue. His voicemail
prompted that he was out ofthe office until mid-January and to contact Kathy, another [redacted] representative. We placed a call to [redacted] and she did not see
where the Power of Attorney forms had processed yet. She requested we fax her a copy of the forms, so that she could speak to us about [redacted]'s case. We
faxed her a copy and she said she would contact us back once she received and processed them.
We attempted to contact [redacted] on December 23, 2013 and were unable to reach him. [redacted] returned our call and we went over the requested financial information that we needed. We then attempted to call the State of [redacted] again and were told that we would have to speak with [redacted]. We explained that [redacted]'s voicemail stated he was out of the office until mid-January and that it was urgent that we speak to someone about [redacted]'s case. The representative stated she would submit a request to have [redacted] manager give us a call. We received a call back from [redacted], [redacted]'s
manager, and she was able to give us the ba[redacted]s for [redacted]'s account. She, unfortunately, was unable to assist us further. We subsequently called the
State of [redacted] back and spoke with [redacted], another agent with the Department of Revenue. [redacted] was able to fax us over his account ba[redacted]s but would not
grant a collection hold on the account. She stated that [redacted] was unfiled for the 20 10 and 2011 tax periods.
We spoke with [redacted] for a scheduled conference call on December 27,2013. We verbally went over the Form 433-A Collection Information Statement for Individuals with [redacted] and updated all changes that needed to be made. [redacted] explained how he had an inheritance of $1 00,000 in the bank and was not sure if he should just pay the ba[redacted] off. We explained that we planned to work to have the ba[redacted] lowered for him, but that we would need the financial information that we requested in order to do so.
We received the additional Power of Attorney forms from the client and faxed them to the Centralized Authorized File Unit for processing on January 7,2014. We called [redacted] and left him a message on January 9,2014 to return our call. On January 15,2014, [redacted] returned our call and we explained the difficulty we were having with releasing the levy. We explained that [redacted] was on vacation until mid-January and he was the one we would have to speak with about the levy. [redacted] informed us that he worked for his dad and his dad was going to work with him in some way to help him during the difficult financial time.
On January 16, 2014, we called [redacted] and discussed placing a hold on the account and what he would need from [redacted] to release the levy. [redacted] stated his intentions to leave the levy in place and refused to release it. [redacted] finally requested that we provide him with a financial statement and he would consider release of the levy. We discussed with [redacted] a possible abatement of the penalties and interest on the account. [redacted] stated that we would have to provide a written request to have the penalties and interest removed. We immediately called [redacted] and explained abating the penalties and interest. [redacted] went over his
circumstances that caused him to owe the tax and why the returns were not prepared. We requested the 20 10 and 20 II returns that were currently showing
as unfiled with the State to be completed. [redacted] explained that he thought he had previously provided those to our office and would look for them and call
us back on January 20, 2014. We discussed with [redacted] about providing financial information to the State to prove financial hardship and have the
levy released. We discussed the large amount in his bank account that would negate the claim of hardship and the possibilities to reduce the likability.
We spoke with [redacted] on January 21, 2014 about his 20I0 & 20 II returns. [redacted] explained that he had not filed the returns, but will get
them filed and send us a copy once they are complete. Mr, [redacted] stated he would like us to review them before he sends them in and that ifhe owes, he plans on
paying that amount in full. On January 24,2014, we received the financials we requested from [redacted] and saved them to his file. We spoke with [redacted] on
January 28, 2014, he stated that the returns were taking longer than he expected and he would send them to us once he completes them. We received the
2010 & 2011 State of [redacted] tax returns on February 5,2014. We contacted [redacted] to discuss the returns received were missing his signature. [redacted] stated that he knew the signature was missing, but he wanted us to review them for accuracy. We let [redacted] know we would check in on the form type used, because it looked like that form was for amended returns, not original returns. We contacted the state and verified the forms were accurate. We contacted [redacted] back that same day and let him know the returns were correct, and to mail us the originals with signatures and we would send them to the correct location.
On March 12, 2014, we spoke to [redacted] and discussed whether the returns were mailed to us or not. [redacted] stated he had mailed them out. We let him know that we would forward the returns to the state upon receipt. We then asked [redacted] if he filed the 2013 return. He stated he had not, because he did not want to lose any refund he may receive. We let [redacted] know that to avoid any further penalty he may receive from late filing, he needed to file the return before the filing deadline date. [redacted] requested we check again that he currently does not have any ba[redacted]s. We let him know that we would look into it. We received the signed 20 I 0 & 201 I [redacted] tax returns on March 18, 20 14. We sent a request to the State of [redacted] on March 19, 2014 requesting the state place [redacted]'s
case into a currently noncollectible status. On March 31, 2014, we spoke to the State of [redacted] and they stated that they could not place the account into
currently non-collectible.
We called the Automated Collection Services unit with the [redacted] to determine the ba[redacted]s owed. The agent requested an updated Power of Attorney form on April 8, 2014. That same day we called [redacted] and he informed us that his employer [redacted]. had received another garnishment from the state. [redacted] let us know that he would send us a copy of the notice in the mail. We let [redacted] know about the difficulty getting the transcripts he requested from the [redacted], but we were going to try again with a different agent. He said that was fine and he would file the 2013 return soon. We attempted to get the transcripts again from the [redacted] on April 9, 2014 and were successful at getting updated transcripts showing the client has a zero ba[redacted].
We prepared a written request to the state on April 11, 2014 for the removal of the penalties and interested assessed to [redacted]'s liabilities. We called the State of [redacted] on April 23, 2014 and spoke with [redacted]. [redacted] stated that we need to make sure the reasoning for abating the penalties was included in the letter, and that [redacted] would have to full pay the base tax amount before the penalties could be removed. [redacted] stated that [redacted] would have to provide a check for each year a debt was owed and notate each check with his name, social security number, and which tax year to apply the check to. Mr, [redacted] then provided us with a detailed breakdown of each tax year's ba[redacted], including the amounts for the base tax owed, penalties, and interest. We subsequently mailed the 2010 & 2011 [redacted] returns the State for processing. We mailed to[redacted].a financial information request letter and notification that the returns have been mailed to the state for processing on April 30, 2014.
We spoke to [redacted] on May 14,2014 and discussed the information that [redacted] provided. We informed [redacted] the amount of the tax for each tax year. [redacted] stated that his federal return was due a refund of $811 and that would lower the tax that is owed to the
state. [redacted] wanted to know if we could get a transcript from the state
showing how his payments were being applied. We called [redacted] on May 30,
2014 to discuss the transcript request and release of the levy. [redacted]'s
voicemail stated that if we needed to discuss a collection issue to call [redacted].
We contacted [redacted] that same day and left her a voicemail on her machine.
We received a call back from [redacted] with
the State of[redacted] on June 2, 2014. She stated she was not going to be able to
release the levy until the base tax was paid on the account. We stated that we
needed the funds released so [redacted] could pay the base tax, but he could not
get the funds together until the levy was released. [redacted] stated that she was
not going to release the levy at all until he paid the base tax amount. We
spoke to [redacted] in regard to the levy and paying the base tax on June 3,
2014. [redacted] stated that he was expecting to be able to
save half of what he owed. We let him know that we would prepare the financial statement and
keep working towards getting the levy released, but he was probably going to
have to pay the base tax and we would get the penalties and interest removed
once paid. We spoke with [redacted] again on June 20, 2014 and informed him we
were working on his financial statement and would send it to him for review
once complete.
We spoke with [redacted] on July 7, 2014
about the financial statement. We mailed and emailed [redacted] the financial
statement that day. We discussed the timeframe and how the case was taking
longer than [redacted] expected. We explained that we were trying to resolve his
case as quickly as possible. [redacted] stated that he felt if he paid the base
tax and the penalties were abated, then he was not saving anything. We stated
that the penalties and interest added up to $7,572.66, so he would be saving a
large amount of money. We attempted to contact [redacted] on August 29,2014, but
were unable to reach him. We left him a message to contact our office and
mailed him a letter requesting contact as well. [redacted] returned our call on
September 11,2014 and we let him know that we needed the financial statement
back from him signed. He said he would send it back to us, that he was
concerned about the timeframe his case was taking.
We spoke to [redacted] again on October
2,2014 and notified him that we received the updated financial statement. We
let him know we would contact the state and look into doing an offer for him,
if possible. We contacted [redacted] on October 9,2014 to discuss getting the
account transcripts detailing the payments made on the account and where they
were applied, but had to leave him a message. We called [redacted] and explained
that we had to leave [redacted] a message to return our call. [redacted] was
upset that his case had not been completed yet. Our office notified him that
his case would be sent to our Client Services Group to see if they could assist
him with the fees and address any concerns he was having regarding his case. He
stated that he was just frustrated with the time the case was taking.
We then prepared a request on October 13,
2014 to our Client Services Group for possible fee consideration. We also
attempted to contact [redacted] again and his voicemail said he was out of the
office and to contact [redacted] for any collection issues. We immediately called
[redacted] and left a voice message for a return call. We then spoke to [redacted]
and he was upset that when he called the State of[redacted] they told him that we
had only sent the Power of Attorney form in February and that we had not
contacted them on his behalf. We notified [redacted] that was not accurate and
that we could send him the confirmation showing the Power of Attorney was sent
when we received his case. He requested that we email him the information which
was immediately sent to him for his records. Later that day, we received a call
back from [redacted] with the State of [redacted]. She stated that the State may be able
to reduce the levy, but she wanted the financial statement sent to her before
she would consider it. We explained that we would need the levy removed because
[redacted] could not afford it. She stated that we would need to submit a
request for a settlement for a hardship status to be granted.
We received an email from [redacted] on
October 14, 2014 that he was terminating services. We respond back to [redacted]
that we had received his request and that we had forwarded his case through our
Client Services Group to discuss his request.
Throughout the duration of [redacted]'s
case, our office maintained consistent communication with [redacted], the
Revenue Agent assigned specifically to his account to collect the ba[redacted] due
for the state.
[redacted]'s complaint states that the
Power of Attorney Form was not on file with the State and our office had not
been working with them towards resolving the tax liability. This is untrue as
the above summary of his case indicates all of the tax personnel at the [redacted]
[redacted] our office spoke with during the time we represented [redacted]
[redacted]. Wall and Associates, Inc. worked with different [redacted]
[redacted] employees over the term of the agreement. Furthermore, the case team
working on the case coordinated with the [redacted] about the extent
of the taxes claimed due, and discussed possible resolutions with the agent. [redacted]
[redacted] is aware we worked with the [redacted] and State on his behalf as he received
updates on our contacts with them directly from our office.
We work very hard to ultimately settle our
client's outstanding tax problems and we understand the frustration and stress
brought on by these matters. We would like nothing more than to resolve the
miscommunication regarding [redacted]'s case; however, we fully disagree with
[redacted] statement that our company preys on the vulnerable. [redacted] did not
allow our company the opportunity to complete his case and finalize the tax
matters for him. We regret that he decided to end our representation of his tax
matter before his case was able to be completed.
We would be glad to move forward with
completion of[redacted]'s case. To do so, we would be open to discussion of fee
consideration with [redacted]. He may contact our office to discuss this option
further.
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.
See attached rebuttal.
Regards,
[redacted]