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.
Let me recap their response for you:10/6/14 - phone call to the IRS10/9/14 - letter to the IRS stating that I did not agree with their findings11/24/14 - reviewed case plan with me.  This never happened.  As I show in the attached files I have repeatedly requested a written plan of attack to resolve my case which I never received.2/20/15 - phone call to the IRS.  The IRS said their system was having difficulties.2/23/15 - Second letter to the IRS, merely repeating the previous letter3/18/15 - Formal request to put my account in non-collectible status.  I have no record of this and they did not provide a copy of it in their response.4/17/15 - Third letter to the IRS - simply mailed copies of my receipts.In eleven months of "hard work" on my behalf they made two phone calls and mailed three one page letters that I could have done myself.The results:
 I owe the IRS the full amount they claimed on the Letter of Deficiency on my 2011 taxes.  I am no longer able to dispute this because Wall and Associates missed the deadline for filing a petition.
I am now being audited for 2012 also.  I sent the correspondence and my tax return regarding that year to Wall and Associates.  They never sent a written response to the IRS for the 2012 audit because they said "it was not needed".
My entire 2014 federal tax refund was taken from me by the IRS.
They now state they want to continue to work on my case and resolve it for me.  Due to their incompetence and inactivity I do not believe they can.  They said they are not lawyers and only provide administrative services.  When I met with their salesman [redacted] and we discussed my case he said I did not need an attorney.  He said Wall and Associates would resolve my 2011 audit issue and also prevent this same issue from being a problem in future tax years.
I cannot afford to pay them $350 per month ad infinitum without a workable plan and with absolutely no positive results.  They have had their chance and done nothing.  I demand a full refund.
 
[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted] I have a second complaint with Wall & Associates. My complaint number is [redacted]. I am disagreeing with the way that my complaint was resolved. Wall & Associates did not offer to pay half of my money back like I requested. They did not even mention reimbursement. They just wrote out some bogus information that does not match another set of information that they sent to me. Wall & Associates never tried to help resolve my tax situation. They were more concerned with me paying my 350 dollars a month. They did not follow up on my offer and compromise. This offer and compromise was sent in on June 2014 I was told that they did not make any follow up calls. It is obvious that this company tried to prolong my case in order for me to keep paying 350 dollars a month not to mention the 2,500 dollars that was required for me to pay before they excepted my case. I would like to get at least 5,000 dollars of my money back.I am diffinitely rejecting how this case was resolved.I would like to get an answer to if they are going to reimburse a portion of the over 10,000 dollars that I paid to these scammers.I also recently discovered that Wall & Associated has a D rating with the Better Business Beaur.
I would like to get at least half of the more than 10,000 dollars that I have paid to Wall & Associate. I also realize now that if I had just paid the IRS my tax situation would have been resolved by now. I was told by the IRS that at least 99% tax situations can be resolved without involving a third party. Wall & Associated never informed me that they could not resolve my tax situation. I still owe the exact amount that I stated off with except I have acquired about 2 years of interest.

We are writing in timely response to the above referenced complaint received on November 7, 2014 (copy enclosed). **. [redacted] sought out and hired our services in April 2014 for administrative tax representation. Our office has worked diligently with the [redacted] and the [redacted] of [redacted]...

[redacted] to work toward resolving her tax matters. Below is a summary of work performed on her case. We received the case for administrative tax representation on April 24, 2014. We phoned **. [redacted] that day, but were unable to reach her; however, we did leave a message that requested a return call. A letter was also mailed that day that introduced her to the case team and provided information concerning some items to expect over the course of the case. Also on this date, Power of Attorney (POA) for** were filed with the [redacted] ([redacted]) and the [redacted] of [redacted]. A letter was then mailed to the [redacted] that requested a temporary hold on collections. We spoke to [redacted] Depart[redacted] of [redacted] ([redacted]) to attempt a levy release; however, we were informedthat the previously filed POA for** had not yet processed. We also spoke to the [redacted], and learned of an approximate balance of $9,858.45 for tax years 2006 through 2012, due to inadequate tax withholdings. We further learned that Form [redacted], [redacted], for 2013 was unfiled. We were able to speak to **. [redacted] later that day, and discussed initial information regarding her tax matter. **. [redacted] informed us that the [redacted] wage garnish[redacted] was no longer active because this was submitted to a previous employer. **. [redacted]also requested that we refer her to [redacted] for tax preparation of the unfiled returns. We then scheduled a follow up call for May 5, 2014.We spoke to a representative with [redacted] the next day, and were informed of an estimated balance of $6,440.03 for tax years 2006, 2007, and 2011. We also learned that the individual tax returns were unfiled for years 2008, 2009, 2010, 2012, and 2013. We were informed that a monthly Install[redacted] Agree[redacted] could be established in the amount of $275 per month for 24 months. We further learned that [redacted] had place a wage garnish[redacted] on the account. We spoke with **. [redacted] that day, and discussed all available options for the [redacted] tax liability. **. [redacted] again confirmed that the wage garnish[redacted] was not active with her current employer. On May 1, 2014, a letter was mailed to **. [redacted] that requested certain financial docu[redacted]s. [redacted] account transcripts were ordered for each tax year, and a wage and income transcript for 2013 on that date. We also attempted to contact **. [redacted] to further discuss her tax liability, but had to leave her a message. We were able to speak to **. [redacted] later that day, and she informed us that she was not a resident of [redacted] during tax years 2009 and 2010, and would provide us with proof of such. A referral was forwarded to [redacted] as well that requested them to contact to **. [redacted] for further discussion of tax return preparation. On May 5, 2014, we spoke to **. [redacted] at the scheduled time. We discussed the unfiled tax return for both the [redacted] and [redacted], and informed her that the returns must be prepared before we could move forward with her resolution. During this call, **. [redacted] again informed us that she did not reside in [redacted] for the entire year of 2009, and returned as a resident during 2011; however, she did have earned income from [redacted] during that entire time frame. We discussed other available options for tax preparation due to her current financial position. We finalized Form[redacted] for Individuals, with the information **. [redacted] had provided and prepared her Offer in Compromise documents. A letter was then mailed to her with the Offer in Compromise paperwork along with a list that requested all supporting financial documents. A letter was also mailed informing **. [redacted] what tax returns were required to be filed. Another letter was mailed on this day informing her of [redacted], [redacted], ocations in her area that provided free or low cost tax preparation to certain taxpayers. We attempted to return a call to **. [redacted] on May 12, 2014, but had to leave a message. We were able to speak with her on May 14, 2014, and addressed her concerns with the previously mailed Offer in Compromise. We spoke with **. [redacted] the following day, May 15, 2014, and discuss the previously submitted [redacted] referral to which she requested contact as soon as possible for further consultation on tax preparation. **. [redacted] also informed us that she resided in Texasduring the years in question with the [redacted] We spoke to the [redacted] and again ordered the wage and income transcript for 2013. We spoke to **. [redacted] on June 6, 2014, and informed her that Atlas would need pay[redacted] in order to proceed with the preparation of her returns and also provided to her the contact information for pay[redacted] of [redacted] Service. A letter was then mailed to inform her that we had received the previously requested docu[redacted]s. On June 18, 2014, we reviewed the [redacted] Offer in Compromise for finalization; however, the 2013 return had not yet been prepared. A follow up with [redacted] was conducted, and we were informed that they were still preparing the returns. The original financial docu[redacted]s that **. [redacted] had previously provided to us were mailed back to her on July 3, 2014. We spoke to **. [redacted] on July 14, 2014, and she informed us a bank garnish[redacted] had been placed on her account by the [redacted]. We requested her to forward us a copy of the [redacted] garnish[redacted] notice, and we would attempt release of this levy. We also informed **. [redacted] that we had just recently received the signed tax returns for processing. We addressed herconcerns with compliance issues and the necessity of such. On July 16, 2014, we mailed the 2013 tax return to the [redacted] for processing and also mailed the 2009, 2011, 2012 and 2013 tax returns to [redacted] for processing. We received a copy of the [redacted] garnish[redacted] that **. [redacted] had provided to us on July 17, 2014. We attempted to follow up with **. [redacted] that day, but had to leave a message that requested a return call. We were able to speak to **. [redacted] later that day, and informed her that we had forwarded the tax returns to both the [redacted] and the [redacted] Depart[redacted] of [redacted] for processing. We also informed her that we would continue to attempt release of the bank garnish[redacted]. We attempted to contact **. [redacted] on July 24, 2014, but had to leave a voicemail message. On July 25, 2014, we finalized and mailed the Offer in Compromise to the [redacted]. A letter was mailed to **. [redacted] informing her of the Offer submission. On July 28, 2014, we contacted [redacted] and were informed that an install[redacted] agree[redacted] in the amount of $300 per month would have to be established as pay[redacted] for the balance. We again spoke to the [redacted] Depart[redacted] of [redacted] on August 5, 2014, and were informed that the ** for tax year 2009 would need to be provided to them in order to dispute the balance. We spoke with **. [redacted] on August 6, 2014, and she informed us that [redacted] had attempted to contact her directly. We addressed her concerns, and informed her that we would provide the requested **. A letter was mailed to **. [redacted] on August 8, 2014, that reminded her to provide us with copies of any notices she received. We contacted the [redacted] again on August 11, 2014, and were informed that the agency would need copies of the most current three months of bank [redacted]s so they could forward to manage[redacted] for review. We also contacted **. [redacted] and requested a copy of the requested bank [redacted]s. **. [redacted] informed us that she was attempting to obtain the bank [redacted]s through an online service, but was unable to complete the process. We attempted to assist her in obtaining the bank [redacted]s while on the phone with **. [redacted]; however, her computer did not have the proper software. She informed us she would attempt to download the software, and then contact us again. We spoke to **. [redacted] the next day and she informed us that she could not obtain her bank [redacted]s from the online [redacted] provided by her bank, but the bank could E-mail them to us upon her request. We provided her with our E-mail address to provide us with the requested information. We spoke to **. [redacted] later that day, and she informed us that she could not provide the [redacted]s to us via E-mail correspondence, but could fax them to us. We then verified that she had the fax number to provide us with the requested docu[redacted]s. We spoke to **. [redacted] the following day, and informed her that we still had not received copies of the requested current three months of bank [redacted]s to provide to [redacted]. We requested that she follow up with her bank and contact us back. On August 13, 2014, we forwarded the requested ** to the [redacted]. On August 18, 2014, we received and forwarded the requested bank [redacted]s to [redacted] and also spoke to **. [redacted], during which she informed us of an [redacted] notice she received stating that her 2013 refund had been applied to the outstanding balance for tax year 2006. During this call, we also addressed **. [redacted]’s concerns regarding the refund. On August 19, 2014, we spoke to the [redacted] and they had not received the requested docu[redacted]s we previously provided to them; therefore, we again forwarded the docu[redacted]s. We were able to speak with [redacted] again later this day, and were informed that the docu[redacted]s were forwarded to manage[redacted] for review. We then spoke with the manager and he informed us that **. [redacted] had spent money on ite** that were not necessities. We were informed that the bank levy would not be released, and an install[redacted] agree[redacted] must be established in the amount of $142 per month for 48 months. We spoke to **. [redacted] August 27, 2014, and informed her of the possible resolutions for the [redacted] balance. **. [redacted] informed us that she refused to pay any amount to the [redacted]. We followed up with [redacted] following our call with **. [redacted] and were informed thatthere were no pending garnish[redacted]s and that the bank garnish[redacted] funds had already been submitted to them. We spoke with **. [redacted] later that day, and requested medical docu[redacted]s to further assist us with her resolution. We attempted to contact **. [redacted] on August 28, 2014, but had to leave a message requesting a return call. We spoke to **. [redacted] on September 3, 2014, and discussed the [redacted] Offer notice that she had received. We then mailed a follow up letter to **. [redacted] on September 12, 2014, that informed her of the status of her case. On October 2, 2014, we finalized and mailed [redacted] Offer in Compromise docu[redacted]s to **. [redacted], and also requested additional financial docu[redacted]ation. We attempted to contact **. [redacted] on October 23, 2014, but had to leave a message. We attempted to contact **. [redacted] again on November 6, 2014, but had to leave another message. We would like to move forward with the resolution of **. [redacted]’s case as there is still work to be completed to resolve her tax matters. To our knowledge, the Offer in Compromise is still open and pending with the [redacted] and the [redacted] Offer can be submitted as soon as **. [redacted] returns the signed docu[redacted]s. We would be glad to discuss the case further and the work that was performed on her behalf. We are also open to discuss the options for fee consideration with her so that we can continue work on this matter. It is [redacted]l for our office to represent and negotiate the Offers in Compromise to ensure that **. [redacted]’s cases are being properly represented for the ite** claimed in our original submissions.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely, 
 
[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]. Wall & Associates, Inc. spoke with Mr. [redacted] on June 13, 2016. Our office is currently in communication with Mr. [redacted] to resolve his concerns in a timely manner. If Mr. [redacted] has further questions we encourage him to reach out the case team assigned to this case or to the Client Services member whose number he was provided. If you require any further information, please ·contact our office. Thank you for your time and assistance with this matter. 
Sincerely, By: Brandon G[redacted]

Dear Ms. [redacted], We are writing in timely response to the
above referenced complaint received on February 10, 2015 (copy enclosed). Mrs.
[redacted] sought out and hired our services in August 2014 for administrative tax
representation. The case team rapidly acted on the...

clients’ case to begin work
on review of additional taxes the IRS had proposed against the clients. A
substantial amount of work has been completed on Mr. & Mrs. [redacted]’ case upon
hiring our services for administrative tax resolution for the Internal Revenue
Service (IRS) on August 29, 2014. Upon receipt of their case, we called Mr.
& Mrs. [redacted] and introduced the case team, provided them with our contact
information, and scheduled a conference call for September 12, 2014 at 2:00pm
EST. We then immediately filed their Power of Attorney forms with the Internal
Revenue Service (IRS). Subsequently, we mailed to them a welcome letter with
the contact information for their case team. On September 3, 2014, we contacted
the IRS and obtained the balances due on Mr. & Mrs. [redacted]’s account. We
also ordered account transcripts that detailed all activity on their account
for tax years 2005 through 2013, so that we could verify the information
provided to us. Upon contact with the IRS, it was determined that there was a
Notice of Deficiency issued for tax year 2012 in the amount of $9,594.00. Mr.
& Mrs. [redacted] contacted our office on September 5, 2014 and left a message
that they had been contacted by their [redacted]. We immediately
contacted Ms. [redacted] and left her a message to return our call. We then
contacted Mr. & Mrs. [redacted] and let them know that we had contacted their
Auditor and would update them once we had spoken with her. We then mailed them
a letter requesting supporting documentation for the 2012 tax return as well as
additional financial information to determine their current financial
situation. We spoke to Mr. & Mrs. [redacted] in regards to the financial request
letter on September 9, 2014. They had questions about why we wererequesting
current information and we informed them that the current financial information
was requested because we wanted to pursue all options for resolving their case.
We also discussed the Notice of Deficiency and the items that were being
questioned by the IRS on the 2012 return. On September 12, 2014, we contacted
Mr. & Mrs. [redacted]for our scheduled conference call. We attempted to go
over the Form 433-A, Collection Information Statement, but they stated that
they did not want to provide any current financial information. We let them
know that our main focus was to argue the audit and their liability, but would
also like to look into other resolution options in case any balances remained
after the audit was completed. They stated that they did not want to look at
any other alternatives to resolving their case except for arguing their
liability from the audit. We then assured them that was our main focus and
discussed the information we requested to argue the audit. Mr. & Mrs.
[redacted] stated that they gave all receipts to our consultant, Mr. [redacted],
during their initial meeting and that they had requested that all original
documents be sent back to them. They then stated that they did have more
information and would send that to us as well, but they would need the original
documents back. We let them know that we would be sure to send those back once
they were received and saved to their file. We mailed all originals that were
given by the clients to Mr. [redacted], back to Mr. & Mrs. [redacted] on October
1, 2014. We also reviewed the information received for the audit to determine
what could be disputed. On October 31, 2014, we contacted Mr. & Mrs.
[redacted] to discuss arguing the Notice of Deficiency and requested additional
receipts to prove the contributions made. They stated that there were a large
amount of receipts and it would take too long to go through all of them to
determine what was useful for the 2012 audit. We explained that to argue the
Notice of Deficiency, we would need the receipts to prove the contributions.
Mr. & Mrs. [redacted] then stated they were not happy with the timeframe it
would take and requested to terminate services. That same day, we spoke with
Mr. & Mrs. [redacted] again about their concerns and their request to
terminate. They stated again that they just did not have the time to sort
through all of the receipts to determine which receipts were for the 2012
taxes. We explained that we understood the frustration with having to gather
all the information for the audit, but let them know that if they could get the
information together we would be more than happy to sort through it and
determine which receipts would be useful for their case. We explained the
process of responding to audits and how they can take time to effectively
argue. Mr. & Mrs. [redacted] were also concerned with the time the case would
take, and the fees they would need to pay for our services. The case team
explained to them that we would send a request to our Client Services Group to
further discuss their concerns. Mr. & Mrs. [redacted] then stated that they
were ready to move forward and they were going to send the receipts to us as
soon as possible. We immediately prepared the request to have our Client Services
Group contact them about their concerns. We contacted Mr. & Mrs. [redacted]
again on November 12, 2014 to let them know we had received the receipts they
had sent. A message was left for them requesting a return call. We were able to
speak with them on November 24, 2014 and we let them know that the receipts
showed the original prices for the items they donated, but we needed the
receipts showing the value at the time of the contribution. They stated that
they had given the [redacted] receipts and [redacted] receipts to Mr.
[redacted]. We let them know that we did have two sets of receipts and still would
need to know the value at the time of contribution, which could be determined
by providing a receipt from the organization they donated to. The [redacted]’ stated
they had more receipts in storage and we asked if any would show the Fair
Market Value. Theystated they were all purchase receipts proving what they had
paid for the items. We then let them know that we would review what we had
again and follow back up with them. On December 23, 2014, we spoke with Mr.
& Mrs. [redacted] about the receipts that they had provided to prove the
donation value claimed. We let them know that the receipts proved $2,500 of the
contributions that were claimed on the 2012 tax return. They were upset because
they stated that they had provided receipts showing what they had paid for the
items that were donated. We explained that we only had one [redacted] receipt
showing how much was offered for the items donated. The remainder of the
receipts only proved what they paid for the items, not the value at the time of
donation. We explained that if they had additional receipts proving the value
at donation time we would need them in order to argue the IRS’s proposed
assessment. We spoke with Mr. & Mrs. [redacted] again on December 30, 2014,
and discussed the options for their case. The case team explained that we would
be able to argue the $2,500 in [redacted] receipts, but in order to argue the
full contribution we would need additional receipts proving the value of what
was donated. We explained that after we argued the IRS Notice of Deficiency, we
could work towards a resolution for any balance remaining. Mr. & Mrs.
[redacted] stated that considering the timeframe this would take, they believed it
would be in their best interest to full pay the liability and wanted to know if
anything could be done on their case after that payment is made. We let them
know we could request an abatement to have the penalties on their account
removed. They stated that they would like to proceed with the abatement option
and wanted to know how this would affect their monthly fee. We advised them
that our Client Services Group would be able to discuss that with them further.
We contacted our Client Services Group on January 2, 2015, and notified them to
contact Mr. & Mrs. [redacted] regarding their concerns. Our Client Services
Group notified us on January 12, 2015 that they had spoken with Mr. & Mrs.
[redacted] and that they had informed them the payment had been made to the IRS to
full pay their tax debt. We immediately pulled the account transcripts in order
to verify this and found that no payment had posted as of yet. We spoke with
our Client Services Group later that day and let them know that the payment was
not showing on the account and that the balance from the Notice of Deficiency
issued on tax year 2012 had not posted either. We also would like to address
the specific complaints by Mrs. [redacted] in the Revdex.com
Complaint. Mrs. [redacted] refers to a given timeframe by our consultant of two
months to complete the case. We apologize for any miscommunication or
inconvenience with any case timeframe provided to Mrs. [redacted]. Working with
the IRS regarding an Audit matter is not something easily resolved within the
matter of weeks. Unfortunately arguing against an assessment of additional
taxes through an Audit can take time as documentation is required to support
any disallowed expenses. We understand Mrs. [redacted] had previously been dealing
with this matter on her own with the IRS. Additionally, we had requested
additional information from the clients in order to properly argue against the
assessment per the wishes of Mr. and Mrs. [redacted]. If we had received this
information, we would have forwarded this to the IRS in order to argue the
liability. Unfortunately, without the complete information verifying the entire
amount claimed on the [redacted]’s original tax return we had little to argue on
the liability that the IRS was assessing. We understand that the [redacted]’s felt
paying the liability was in their best interest. We provided them with the
professional advice and information needed in order to make their own decision
as to how to proceed with their own tax case. We are sorry to hear that the
[redacted]’s feel that our office was inconsistent in working on their liability
and furthermore that we were deceitful. However, we refute those claims. We provided
them with honest information and requested the required documentation needed in
order to substantiate the return with the IRS. We also kept them informed as to
their case status, what to expect, and additional options to potentially
resolve the tax liability if we were unable to fully reverse the changes made
by the IRS during the Audit. We have worked very hard on this case for the time
we have represented Mr. and Mrs. [redacted]. Ultimately the clients chose to pay
their tax debt in full and we understand their reasoning for doing so. We did
though set forth with proceeding with the work they requested that we do in
regards to their tax problem. If you require any further information, please
contact our office. Thank you for your time and assistance with this matter.
Sincerely, Wall & Associates, Inc

Revdex.com:
I have reviewed the offer made by the business in reference to complaint ID [redacted], and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved. If the company does not perform as promised I can get back to you at: [redacted]We have, indeed, re-attained an agreement as to the amount of refund I can accept and will. I signed their agreement, faxed and mailed original. A follow-up contact revealed they had processed and, I understand, mailed a check on October 19 or 20. Looking forward to receiving it, hopefully, in today's mail, Monday, October 26.To clarify the confusion about the wording in the letter they sent, their reference was not to $800 but to "the monthly payments" which, had reached $800 at the time when we agreed that a refund, rather than continuing monthly payments were appropriate due to the lack of a serious tax issue needing their negotiations assistance. I can't understand how they could be claiming future monthly payments due when the whole agreement regarding continuing monthly payments was based on the idea of providing them $400 per month until their service was complete.Regardless, I agreed to the refund amount and continue to accept what was negotiated, substantially more than $800, and looking forward to seeing the check mailed nearly a week ago and being able to confirm the matter was satisfactorily settled.
Regards,
[redacted]

WALL & ASSOCIATES, INC.P.O. Box 747 Marshall, Virginia 20116Phone:  877-291-1109Fax: 877-291-1114November 7, 2016By  E-mail: [redacted]Revdex.com Serving Central VirginiaATTN: [redacted]720 Moorefield Park...

Dr.Richmond, VA 23236RE:  Ms. [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 Ms. [redacted]. Ms. [redacted] sought out and hired our services in November of 2015 for administrative tax resolution services.Ms. [redacted] raises several concerns in her complaint that our office will hope to address. The primary concerns she lists appear to be a lack of communication on our part and the fact that no perceivable progress has occurred on her case.In reviewing her case we can confirm that the case team assigned to her case has been in contact with the [redacted] and [redacted] in response to the concerns she has raised about her driver's license. We are currently working to get it reinstated and do apologize for any associated delays in doing so. Our office spoke, most recently, with both [redacted] and [redacted] for Ms. [redacted] on November 2, 2016. Our office has supplied the [redacted] with financial information that will hopefully work to resolve the ongoing license seizure and prove an inability to repay.In addressing Ms. [redacted] ongoing concerns about a lack of communication on our part we have notified the team handling her case to contact Ms. [redacted] and her mother [redacted] and schedule continuing update phone calls with the both of them.Finally, in reviewing this case our office has not made any errors in casework and are consequently unable to offer a refund at this time; however, our office works with clients extensively on resolving any billing concerns they might have. We do this to ensure that our services are both fair and reasonable in price. We encourage Mr. [redacted] to reach out to our office directly to discuss these matters.
If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely,
Wall & Associates, Inc.
By: Brandon G[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
Wall and Associates has a lot of nerve stating they had trouble communicating with us. They said numerous times they contacted me and left a message. This is a total lie.
Not only did the "team" suffer staff attrition to the point that I never knew who I was talking to...but it was me would constantly do the calling and requesting for information on what was going on with my case.
I was never given any written update on anything that was going on. It is easy to say whatever you can to cover yourself as a corporation, but why was I not given a monthly update? Instead I found staff there were clueless, unorganized and young and inexperienced. You would think that the padded fees they charged each month would render that consideration.
I was asked numerous times for the same information I had sent in earlier...again confusion and disorganization.
The ONLY TIME I had consistent communication was when they wanted their money!!!!
I don't care what Wall claims they have done. For me, it has been nothing but heartache, frustration and emotional turmoil. This is no way to run a business.
I found the employees to be very young, non professional and robots of this company.
In a almost 5 years that I have been "spinning my wheels" but GOING NOWHERE...my satisfaction level with this company is non existent!!!
I met with your Vice President of Sales in February of 2011 in a downtown building after hours with no other staff. It is here where this so called Corporate man took my $1000 and wrote on a piece of paper that I would settle for less than $1000.
Thinking back, there was no Wall and As. logo anywhere in that building? what kind of a company are you running? My attempts to reconnect with this man have been futile.
I am completely unsatisfied as a client, I have wasted almost 5 years of my life with this company who has caused me pain and anguish. I have accrued more fees from the IRS and am in better position with them now then is 2011.
I demand my money back so I can work with the IRS on my own and start all over again.
I am 66 years old. I do not need to waste any more time.
I know other companies that charge a flat fee of less that $2000 and are members of the Revdex.com. I wish to God I had known about them in 2011.
I will not stop until I have been compensated for my lost time and money.
[redacted]

Dear [redacted],We are writing in timely response to the above referenced complaint received on December 8, 2014 (copy enclosed). [redacted] sought out and hired our services in October 2011 for administrative tax representation. The case team rapidly acted on [redacted]’s case upon...

hiring our services for administrative tax resolution for the [redacted] on October 11, 2011. A tremendous amount of work has gone into [redacted]’s case and a detailed summary is provided below.Upon receipt of [redacted] case on October 11, 2011, [redacted] was immediately contacted. She was introduced to her case team and we discussed her case and the upcoming process with her. On October 12, 2013, Power of Attorney forms for [redacted],[redacted]. ([redacted]) were filed with the [redacted]), and a letter was sent to the [redacted] requesting [redacted] account be placed into Currently Non-Collectible Status.We spoke to [redacted] and scheduled a call for October 26, 2011, to further discuss the details regarding the liabilities and [redacted] financial situation to being planning for an ultimate resolution. On October 13, 2011, our office contacted the [redacted] for our initial compliance check. We obtained balances for all periods owed, determined that all tax returns had been filed by the taxpayers, and ordered 941 account transcripts.On October 26, 2011, our office contacted [redacted] for our scheduled call. We were unable to reach her, and a message was left on her voicemail. An email was sent to [redacted] asking for her to contact us to reschedule the call. She responded to the email stating she would be in contact with us. We had still not heard back as of November 1, 2011, so we attempted to phone her again, but she couldn’t be reached. A message was left on her voicemail requesting a return call or an email.We spoke to [redacted] Revenue Officer [redacted], on November 7, 2011. Per her request, we faxed our Power of Attorney forms to her office and began discussing the case. We discussed their past installment agreement and how the recent assessment has nullified that payment arrangement. She requested updated personal and business financial statements along with the corresponding substantiation, copies of Form 941 returns, payroll records and an equipment inventory listing. On November 10, 2011, our office was able to communicate with [redacted] regarding the items we needed to prepare the financial statements, which would satisfy her Revenue Officer’s request. A detailed email was then sent to [redacted] listing the items needed. On November 15, 2011, we received a general ledger for [redacted] covering March 2011 through June 2011. We contacted [redacted] on November 30, 2011, and explained that the ledger was inadequate to satisfy [redacted] request. We asked her to provide the full list of documentation we had previously requested, and that we especially needed a current profit and loss statement for [redacted]. Per her request, we re-sent the email requesting the financial documentation. Later that day, our office received bank statements.On December 7, 2011, we received copies of statements detailing her health insurance coverage and payment amount. She contacted us on December 16, 2011, to discuss the information we still required, and to confirm receipt of the fax she sent. It was explained that we had received some of her bank statements, her health insurance statements, and that we just received the fax containing her third quarter 941 tax return for 2011. We discussed the financials that we still required, and that we couldn’t move forward without the requested information. We also discussed the liens on her account, and why they were filed by the [redacted].On January 6, 2012, we received a general ledger statement and a profit and loss statement covering the periods of March 2011 through September 2011. On January 9, 2012, we attempted to contact [redacted] to discuss the documentation we still required by the Revenue Officer. We left a message on her voicemail and sent her an email with the list of information she hadn’t yet provided. On January 10, 2012, our office left a message on [redacted]’s voicemail. We then received a call from [redacted] (the [redacted] Revenue Officer). She still needed the previously requested documentation and she made additional requests for a copy of the 941 tax return for the tax period ending September 30, 2011, and the trace number of the Federal Tax Payment that should have been made for the 941 tax return, for the tax period ending December 31, 2011. [redacted] called us back later that day and we discussed the additional documents her Revenue Officer had requested. On January 11, 2012, we received a copy of the 941 Tax Return for the tax period ending September 30, 2011, as well as the trace number for the Federal Tax Payment made on January 3, 2012. This information was faxed to [redacted] immediately. Our office phoned [redacted] to discuss the additional documentation needed, but she could not be reached and a message was left. We attempted to phone her again on January 12, 2012, but she did not answer. Another message was left on her voicemail. On January 16, 2012, our office received the bank statements [redacted] had previously requested. We contacted her and were able to confirm receipt of the statements. She informed us of a recent Federal Tax Payment she was able to make, and gave us the tracking number. We reminded her to continue sending the deposit confirmations. We also informed her that we still needed information for all vehicles and equipment owned by the business, copies of the bank signature cards, and a current profit and loss statement. On January 18, 2012, we received copies of the bank signature cards, as well as a list of vehicles owned by [redacted]. This information along with the previously received bank statements and health insurance information, was faxed to Revenue Officer [redacted] on January 19, 2012. Our office contacted Revenue Officer [redacted] on February 2, 2012, regarding the information previously sent. She was still reviewing the information but stated that we would need to present her with a reasonable installment agreement request next time we spoke. We informed her that because of the decrease in business [redacted] has faced, we were planning onpreparing a Doubt as to Collectability Offer in Compromise settlement request. The Revenue Officer informed us that an installment agreement request would still have to be made first. We contacted [redacted] and explained the need for a full 2011 profit and loss statement so we could prepare a complete financial statement that detailed whether or not they had the ability to pay the [redacted] on an Installment agreement. She stated she would be able to send it to us by the end of the day. We attempted to contact [redacted] on February 14th and February 15th, 2012, because we still had not received the requested profit and loss statement and messages were left each time. On February 27, 2012, we contacted [redacted] in order to get an update on her review, and left a message on her voicemail. We were able to speak with [redacted] on February 28, 2012, regarding the profit and loss statement. She apologized that her accountant had not been able to prepare it yet, and stated she would try to hurry the accountant’s progress. We also discussed the additional information we needed regarding the businesses assets. [redacted] emailed a balance sheet and the 2011 profit and loss statement to her case team on March 2, 2012. The 433B financial statement for [redacted] was updated, and we spoke to a [redacted] at the [redacted] to obtain the updated business balances. We contacted [redacted] and confirmed receipt of the business documentation, and discussed the importance of keeping the business current and compliant with future tax returns and payments. We then explained the need for documentation on her personal financial situation, so we could complete her individual 433A financial statement and determine potential resolution options for her personal liabilities. Per her request, we emailed her a full list of the documentation required. We attempted to contact [redacted] on March 5, 2011, in order to remind her of the upcoming deadlines for her 2011 Form 1120 and Form 1040 tax returns, and left a message on her voicemail. We sent a follow-up email to her requesting a return call. We contacted her again on March 7, 2011, and left another message on her voicemail. Our office received an email from [redacted]’s accountant on April 2, 2011, requesting end of the year payroll information. We replied to her stating that we did not have the payroll information she was requesting and suggested she contact [redacted]. We contacted [redacted] to discuss the information needed, and the need to file the tax return, and left a message on her voicemail. We received a phone message from [redacted] on April 3, 2011. We attempted to return her call, and a message had to be left. We contacted [redacted] on April 13, 2011, but she stated she was busy and asked that we contact her the following week. On April 19, 2011, we attempted to contact [redacted]’s accountant concerning the returns and a message was left requesting a returned call. We also contacted [redacted] who stated she still hadn’t received the tax returns from her accountant. We explained the email we had previously received from the accountant requesting payroll documentation. It was explained that we didn’t have the payroll documentation, but that we could send the profit and loss statement she had previously given to us. [redacted] requested we send the profit and loss statement. We emailed the statement to her accountant later in the day.On April 23, 2012, we emailed [redacted]’s accountant requesting an update. We received an email response stating that she was working on the returns and would forward them as soon as they were completed. We later received an email from [redacted] asking if we had heard from her accountant, and we responded with the email conversation. On April 24, 2012, we spoke to Revenue Officer [redacted]. She requested the unfiled return, and stated she was currently proposing an installment agreement of $1,640 a month. She established a deadline of May 5th to agree to the installment agreement and file the tax return before she would proceed with levy action. We left a message on [redacted]’s answering machine requesting a return call. On April 27, 2012, [redacted] informed us that she had been in the hospital. We discussed the conversation with her Revenue Officer, and [redacted] provided our office with the number for her accountant’s manager. We subsequently called the number and left a message on their voicemail. We soon received an email containing the 2010 and 2011 personal tax returns, as well as the 2010 corporate Form 1120 tax return. On May 2, 2012, we contacted Revenue Officer [redacted] and explained that we were in the process of preparing the 433B financial statement, and that it would be faxed to her along with the 2011 Form 1120, before her deadline of May 5, 2012. She informed us that she would hold off all levy action until she is able to review the statement and contact our office. We called [redacted] on May 3, 2012, because our office had still not received the 2011 Form 1120 Federal Tax Return that was requested. She agreed to send it via email, and we received it shortly thereafter. We completed the [redacted] Form 433-A Collection Information Statement for [redacted] based on her 2011 Form 1040 federal tax return, and finished updating the Form 433-B financial statement for [redacted] based on the 2011 Form 1120 federal tax return. The 2011 Form 1120 federal tax return along with the 433B financial statement was then faxed to Revenue Officer [redacted]. Both financial statements were sent to [redacted] for her review, with a request to contact the office so we could together ensure the accuracy of the statements. We received an [redacted] Notice of Federal Tax Lien Filing on May 8, 2012. On May 9, 2012, the case team faxed a formal request to Revenue officer [redacted] requesting to have her place [redacted] account into Currently Non-Collectible status based on the 433-B financial statement. We attempted to contact [redacted] regarding her case plan moving forward and left a message on her voicemail requesting a return call. We sent [redacted] updated Power of Attorney forms on May 10, 2014. We attempted to contact her again and left a message on her voicemail. We received an email from [redacted] on May 16, 2014, requesting a scheduled call for 1PM later that day. During the call we spoke to her about our plan of filing a Doubt as to Collectability Offer in Compromise, and informed her of the request we sent to her Revenue Officer on May 8, 2012. On June 8, 2012, we spoke to [redacted] regarding an overpayment that was applied to a previous quarter. She requested an account transcript to ensure that all payments were correctly applied. On June 12, 2012, we filed a Collection Due Process Hearing Request in response to the lien filed by the [redacted]. We spoke to Revenue Officer [redacted] on June 19, 2012. We confirmed that both the individual and the business accounts were currently compliant and discussed our plan to submit a Doubt as to Collectability Offer in Compromises to resolve the balances. We attempted to discuss this with [redacted] on June 19, 2012, and a message was left on her voicemail. On June 22, 2012, we spoke to [redacted] about the Offer in Compromise we wanted to submit for her business. She was concerned about payments that may have been misapplied, but we explained how the Offer in Compromise would resolve all of the business balances, so that is what we would be focused on moving forward. The Offer in Compromise (OIC) documents were mailed to her that day, and required her signature We received [redacted]’s signed OIC paper work on July 3, 2012, and mailed it certified to the [redacted]. On July 18, 2012, we received a message from [redacted] expressing concern over the length of time her case is taking. We attempted to call her to address these concerns and left a message on her voicemail. We also sent an email asking her to call the office to discuss her concerns. We reviewed the 433-A individual Collection Financial statement on July 26, 2012. We attempted to discuss the financial statement with [redacted] over the phone, but she did not answer our call and a message was left on her voicemail. We sent another email to [redacted] requesting a return call. On August 10, 2012, we attempted to contact [redacted] again to discuss the disposable income showing on her personal financial statement. We received an email asking for the office to give her a call on August 13, 2012. On August 13, 2012, we received a call from Settlement Officer [redacted] in response to the OIC request we had filed. He requested a copy of the 2012 Form 941 tax return for period ending June 30, 2012, proof of Federal Tax Deposits for the 3rd quarter of 2012 employment taxes, and a profit and loss statement that covered January through July of 2012. We attempted to contact [redacted] that day to discuss the documentation needed, and left a message on her voicemail. The list of required documentation was then emailed to her, and we requested a return phone call. Our office attempted to contact [redacted] again on August 15, 2012, and left a detailed message on her voicemail about the urgency of obtaining the previously requested documents, and the potential for her OIC to be closed if the documents are not provided. We also attempted to send an email, but it came back as undeliverable. We spoke to the Settlement Officer who agreed to give 14 days for us to send him the required documentation. Later that day we were able to speak to [redacted] regarding the urgency of the document request. We spoke with her again on August 17, 2012, and were informed that her accountant should have the required documentation to us on August 21, 2012 in order to meet the deadline set. The documents had not been received by August 22, 2012, so we called [redacted] and left a message on her voicemail. We followed up with a detailed email reminder of the documentation required. We received proof of the Federal Tax Deposits, and a profit and loss statement covering March through July of 2012. This information was faxed to the Settlement Officer on August 24, 2012. We contacted [redacted] and explained that we still needed a profit and loss statement for January and February of 2012, as well as a copy of the Form 941 tax return for the period ending June 30, 2012. The 941 return was received on August 27, 2012, and was faxed to the Settlement Officer that day. On September 6, 2012, the Settlement Officer requested a list of company assets, along with their fair market value. He also requested a copy of the 2011 Form 1120 Tax Return. We attempted to contact [redacted], and left a message on her voicemail and sent an email requesting a return call and the required documentation. We spoke to [redacted] on September 7, 2012, about the asset value list required, and were told it would be completed and sent to us by September 13, 2012. On September 14, 2012, we faxed the 2011 Form 1120 tax return, and a list of assets to the Settlement Officer.We spoke to the Settlement Officer again on October 23, 2012. He informed us that the previous profit and loss statement we sent did not cover January and February. He stated this needed to be provided by October 29, 2012. We attempted to contact [redacted], and left a message on her voicemail. We also sent an email explaining the information needed. We attempted to contact [redacted] again about the January and February profit and loss statement on November 7, 2012. A message was left on her voicemail, and an email was sent explaining that the OIC would be closed if we could not provide this documentation as soon as possible. A letter was mailed to [redacted] on November 9, 2012, requesting she contact our office. On November 14, 2012, we received a fax and email containing a profit and loss statement from March through September 2012. We contacted the client, and left a message on her voicemail. We then emailed [redacted] explaining that we still needed the profit and loss statement for January and February of 2012.On December 3, 2012, the Settlement Officer mailed a notice of determination that closed the Offer in Compromise for failure to provide the requested information. We attempted to contact [redacted] to discuss this with her on December 17, 2012, and a message was left. We mailed a letter explaining [redacted]’s tax court rights on December 20, 2012. We received an email from [redacted] on December 26, 2012, and responded to it explaining some of the options she had moving forward. We attempted to Contact [redacted] on January 11, 2013, and again left a message on her voicemail. We responded to her email asking for another copy of the tax court information on January 14, 2013. We contacted the [redacted] on February 22, 2013, to obtain updated balances and to perform a check to ensure [redacted] was still compliant with their tax return filings. The 941 federal tax return for the period ending December 31, 2012, had not yet been received by the [redacted]. We attempted to contact [redacted], and left a message on her voicemail. We emailed her updated Power of Attorney forms and requested a call back to discuss the return. We left another message on her voicemail on February 27, 2012. We attempted contact [redacted] again on March 4, 2013, and left a message on her voicemail. She finally returned our call on March 5, 2013, and we discussed updates to their income situation as well as the missing employment tax returns, and the upcoming deadline for [redacted] income tax return. She stated that the returns would be prepared shortly, and she would send them to us as soon as possible. [redacted] emailed her case team on April 8, 2013, stating that the returns were still being prepared. We emailed her back that day, and attempted to phone her in order to get a timeframe on April 12, 2013. We received the 2012 Form 1040 individual tax return on April 17, 2013. We updated the personal financial statement based on the 2012 Form 1040 on April 18, 2013. We attempted to contact her with some questions regarding the financial statement, and left a message on her voicemail. We sent her an email with the questions we had, and requested supporting documentation. We called her again to discuss these questions on May 23, 2013, and left a message on her voicemail. Another message was left requesting this information on June 14, 2013. We also sent her a reminder email on June 24, 2013, stating that we needed her 2012 Form 1120 tax return, a current year to date profit and loss statement, and the last three months of bank statements.We received an email from [redacted] on July 2, 2013, stating the documents we requested would arrive the following week. We sent an acknowledgement email. The team hadn’t received anything by July 25, 2013; therefore, we attempted to contact her and left a message on her voicemail informing her we had not yet received the documentation. On July 26, 2013, we received a fax containing 941 federal tax returns for all four quarters of 2012, as well as the f[redacted]t quarter of 2013. We attempted to contact her on August 15, 2012, to discuss the previously requested Form 1120 Tax Return, current bank statements, and a profit and loss statement that we still required. She didn’t answer her phone and a message was left on her voicemail requesting a return call. We attempted contact her again on September 20, 2013, and a message was left on her voicemail. Contact with [redacted] was next attempted on October 30, 2013 and a message was left on her voicemail. Subsequently, we sent her a letter explaining we had been trying to contact her, and requested she phone into the office. We again attempted to contact her on November 14, 2013 and a message was left. We then mailed another letter requesting she contact our office. On December 20, 2013, we left another message on [redacted]’s voicemail. On December 23, 2013, we sent her a letter requesting additional financial information, and requested she contact our office. On December 24, 2013, we contacted the [redacted] and ensured that [redacted] didn’t have any personal income or civil penalty balances on her account. We were finally able to speak to [redacted] on January 17, 2014. She apologized for the lack of contact and stated she was trying to get the financial documentation together. We had still not received any of the requested documentation by February 20, 2014. We contacted the client, left a message on her voicemail, and mailed a letter requesting she contact our office. She called on March 10, 2014, and we scheduled a call to go over the financial documentation required, and the status of her case. We attempted to call her at the scheduled time on March 12, 2014, and left a message on her voicemail. A new Revenue Officer was assigned to the case, and we spoke with her on April 4, 2014. She informed us of the new employment tax balances accrued by [redacted], and sent a formal request for financial documentation including bank statements, past due tax returns, bank signature cards, account receivable information, business assets, and proof of business expenses. We attempted to contact [redacted], and left a message on her voicemail. We contacted her again on April 9, 2014, and were able to discuss the financial information needed by the Revenue Officer’s deadline. We then mailed a letter to [redacted] with a list of exactly what was requested, and included a copy of the list her Revenue Officer had provided to our office. We sent an email containing this information as well. We filed a Collection Due Process Hearing request in response to a Notice of Federal Tax Lien on April 17, 2014. We attempted to contact [redacted] on April 21, 2014, because we had still not received any of the requested information the Revenue Officer needed and we left a message on her voicemail. On April 22, 2014, we spoke to Revenue Officer [redacted], and obtained an extension on the deadline to provide the documentation. As of May 20, 2014, the only documentation we had received was a list of asset’s and some of the required bank statements. This information was faxed to the Revenue Officer for review and consideration. We then mailed a list of the remaining financial information required was sent to [redacted] via email and mail. We also attempted to phone her to discuss the information still required, and left a message on her voicemail. On May 27, 2014, we attempted to contact [redacted], and left a message on her voicemail. We emailed another copy of the letter requesting the information her Revenue Officer still required. We received a fax containing some of the information on May 28, 2014, but a substantial amount of documentation was still missing. We attempted to contact [redacted], and left a message on her voicemailOn June 3, 2014, we again attempted to contact [redacted], and left a message on her voicemail. We emailed and mailed her a request for the remaining financial information the Revenue Officer previously requested. We left her another message for [redacted] on June 5,2014, requesting a return call. On June 12, 2014, we were able to discuss the remaining financial documentation required with [redacted]. We also received a call from Settlement Officer [redacted] in response to the Collection Due Process Hearing request that we previously filed. He requested much of the same documentation the Revenue Officer previously requested. [redacted] emailed us her 2013 Form 1120 tax return later that day. On June 17, 2014, Revenue Officer [redacted] contacted us and requested an updated 433-B financial statement for [redacted], substantiation for the financial statement, bank statements, and tax return copies. We updated the business financial statement on June 18, 2014, based on the 2013 Form 1120 federal tax return received from [redacted]. We discussed the statement with [redacted] later that day, and the documentation we needed to substantiate the information on the statement. At her request, we emailed her a list of the financial documentation still required, as well as a copy of the statement we wanted her to review, sign, and return. We spoke to Settlement Officer [redacted] on June 24, 2014 and he upheld the [redacted]’ decision to file a lien. On July 10, 2014, we filed another Collection Due Process hearing request in response to the Notice of Federal Tax Lien Filing notice received. [redacted] provided the signed 433B to our office, and we contacted her to discuss the statement and requested more information on her individual situation on July 28, 2014 and a message was left. We subsequently mailed a letter requesting her 2013 Form 1040 Tax Return on July 29, 2014. On August 11, 2014, we mailed a letter to the [redacted] requesting Currently Non-Collectible Status for [redacted]. On August 19, 2014, we sent a letter to [redacted] explaining her tax court rights in response to the Notice of Determination issued by Settlement Officer[redacted]. We received an email from the client on August 25, 2014, regarding the tax court notice. We attempted to contact her via phone, and left a message on her voicemail. We then responded to her email.On September 9, 2014, we attempted to contact [redacted] via phone to discuss the financial documentation we needed to move the case forward. A message was left on her voicemail. We then forwarded a letter requesting updated financial documentation on September 26, 2014. We sent another letter requesting the financial documentation on October 3, 2014. We received an email from the client on October 7, 2014, requesting a case update. We attempted to contact her to discuss the case, and left a message on her voicemail. We sent a follow-up email requesting she contact our office. We contacted [redacted] again on October 13, 2014, and left another message on her voicemail. We received another email on October 23, 2014, stating that she is preparing the financials we requested earlier in the month, and will send them to us shortly. We mailed another request for a Collection Due Process Hearing on November 10, 2014 in response to the Notice of Federal Tax Lien filing received. We received proof of their Estimated Federal Tax Payments on November 11, 2014. A letter requesting the additional financial documentation her Revenue Officer still needed was sent November 14, 2014. Our office spoke to [redacted] on November 19, 2014. She notified us that her bank account had been levied. We discussed the financial documentation we needed in order to secure the levy release. [redacted] was very upset she was levied but understands that she hasn’t been able to provide us with the up to date financial information her Revenue Officer was previously requesting. We discussed what we needed in order to works towards a release of the levy, and requested she find out how much the bank was holding. We also requested she attempt to obtain the fax number for the department at the bank which handles the levies. We spoke to [redacted] again on November 20, 2014. She informed us of the amount of money the bank was holding, and that they currently didn’t have money for her payroll or supplies. We requested a list of the upcoming expenses they need the levied funds for. She emailed us a list of upcoming payments the business needed to make on November 21, 2014. We spoke to her about how levies work, what we would be faxing to the revenue officer, and the additional financial documentation she may request. We called Revenue Officer [redacted] and left a message on her voicemail. We then faxed the business financial statement, proof of 941 tax deposits, and copies of 941 Federal Tax Returns to the Revenue Officer. The fax also requested that she return the call. We received a call back from Revenue Officer [redacted], who already had [redacted] on the line. Mrs. [redacted] explained that she could not release the levy without current financial documentation. We argued for a partial release of the levy currently and we went over the upcoming expenses that the business needed to pay with the levied funds. She explained that the taxpayer had already missed multiple deadlines to provide financial information in the past, and she refused to release the levy until she had a current signed 433B financial statement, a current profit and loss statement, updated bank statements, and a signed Form 941 tax return for the third quarter of 2014. After the call we exchanged several emails from [redacted] concerning the current year to date profit and loss statement requested by the Revenue Officer. She stated that her accountant couldn’t prepare the profit and loss statement until the end of the fiscal year, and we explained that should not be the case. We received a message from [redacted] later that day. We spoke to [redacted] about the call from her husband, and she requested that we do not return his call because she hasn’t been keeping him updated with the tax issues. On November 24, 2014, we contacted [redacted] to check on the progress of the profit and loss statement. She asked if we could attempt to prepare a profit and loss statement based on others she had prepared in the past. We explained that it would end up making the situation worse because it wouldn’t match up with the bank statements that the Revenue Officer had also requested. She stated that she would attempt to complete the profit and loss statement as soon as possible. She mentioned that her husband was looking into other tax representation, or the possibility of filing bankruptcy. We explained that we understood why he was taking this approach, but that right now the main focus needed to be providing their Revenue Officer with the requested documentation. We then spoke to the Revenue Officer about the difficulty in obtaining the profit and loss statement, but that we had older profit and loss statements, along with bank statements that we could provide. We faxed her the documentation for review and consideration later that day. We contacted [redacted] on December 2, 2014, in response to a message she left our office stating that she wished to terminate services. We phoned her to discuss this decision. We discussed the issues regarding staying in compliance tax requirements, and being able to provide updated and accurate financial information that had delayed the case in being resolved. She stated that she still wanted to terminate services. We then forwarded her case to our Client Services Group to discuss her concerns and resolve any issues she had. We understand the frustration [redacted] is having the timeframe of her case. We are doing all things necessary in order to expeditiously resolve [redacted]’s matter; however, without the proper documentation required for us to successfully work the case and without the proper communication from the client, it made it very difficult for us to meet [redacted] requests. During the case, we held off collections, communicated with the Revenue Officers and attempted to negotiate an Offer in Compromise with the [redacted]. We were unable to properly negotiate the Offer in Compromise without receiving the required documentation from [redacted]. We also were unable to evaluate the financial situation and begin planning for the next case resolution until we had the financial information required. We were further unable to prevent the recent bank levy without the proper documentation the Revenue Officer had requested on multiple occasions.We are sorry to hear that [redacted] is dissatisfied with the services we provided. We would like to move forward with the resolution of [redacted]’s case as there is still work to be completed to resolve the tax matters. We would be glad to discuss his case further and the work that was performed on her behalf. While it is unfortunate we could not resolve this matter internally with the clients, please be aware that the attempts to do so were made. If the Revdex.com has suggestions for how we can resolve this with the clients we are certainly welcome those suggestions.
If you require any further information, please contact our office. Thank you for your time and assistance with this matter.
Sincerely, 
[redacted]

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

Wall and Assoc. were very professional and extremely helpful. I would refer them to others, if the occasion would arrive.

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID 11149749, and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted] I did in fact accept Wall & Associates reduced offer in the event that my X-Husband's alimony became current. As of this date he is three months behind. Therefore I can now file a contempt citation. I asked if they would allow me to pay what I could on an accruing balance. I was advised that if I did not pay the monthly amount that they would not be able to continue working on my behalf. Wall & Associates are scan less, un-sympathetic, money based monsters. They consider themselves one of the leading tax representation firms, but they need to look at the results of the complaints received by the Revdex.com alone. On Monday, February 29, 2016, I was informed that my company had been sold. On Tuesday, March 1, 2016 interviewed by the new owner representatives. On Friday, March 4, 2016, I was informed that all positions had been filled, so I now no longer have a job. This is the second time within 7 months that my job was sold, the last time I informed Wall & Associates of this in August 2015, they advised my case would go into a non collections status with the IRS, but I still continued to pay my monthly fee, and they accepted the money. Once again I feel that I have been a victim of a scam and I request action to be taken for reimbursement of my money.
[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.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
On or about June 1, 2012 I hired Wall and Associates to assist me with resolving paying back Federal and State Income Tax.
I spoke with [redacted] in his[redacted], SC Office.
[redacted] assured me that he would be able to get my Federal and State Taxes that I owed the Federal Government
and State of SC Government down to a fraction that I owed.  [redacted] told me that Wall and Associates Fees would be
$1,200.  I Was led to believe that $400.00 would be drafted out of my Checking Account by debit the f[redacted]t day of each month..
I understood [redacted] to say that a portion of the $400.00 would go toward my Federal and State Taxes.
After I left [redacted] office, I attempted to call him back for further understanding about how much of the $400.00 monthly
would go toward my Taxes, he never returned my phone calls.  After about a week.  I contacted Wall and Associates in VA.
I was told that the $400.00 would be their fees for working on my case.  Starting July 1, 2012 Wall and Associates drafted
$400.00 out of my account until October 1, 2014.  I called Wall and Associates once a month for an update on my case.
The only time they called me was to get more information or to request my signature on a document.  I always called them
back the same day or the next day.  They did not have any problem hearing back from me.  I called several times in 2012 and
2013 to see why it was taking so long to resolve my case.  I never received a clear answer.  In February 2014 I was told that my
Checking Account would be shot a few thousand dollars if I did not settle with the [redacted].  A few weeks later I received a letter
from the [redacted] congratulating me for accepting to pay them $710.00 per month.  I called Wall and Associates, they told me
not to pay the $710.00, they asked the [redacted] to settle with that amount to get more time to make a real settlement.
I did not hear from Wall and Associates for about two months.  In September 2014, I received a Notice of Levy from the
[redacted] stating that they were going to draft $1,788 dollars from my account on October 1, 2014.  I called Wall an Associates
they told me not to worry about that letter.  That it was "BOGUS".  On October 1, 2014, the [redacted] drafted $1,788 from my
account along with $250.00 filing fee that I had to pay.  I called Wall and Associates they told me that they would get back
with me late on that day.  I called them back several times they would not return my calls.  I called the [redacted] and settled my
back Taxes with them.  I called Wall and Associates to let them know that I no longer needed their services.  I had to resolve
my Federal and State Taxes myself.  I'm sure they called the [redacted] a few times on my behalf but they did not live up to the
agreement of settling any part of my request.  I feel that I deserve all of my fees that I paid Wall and Associates due to the
fact that I settled my on Tax problem.  I paid them approximately $10,800.

[A default letter is provided here which indicates your acceptance of the business's offer.  If you wish, you may update it before sending it.]
Revdex.com:
I have reviewed the offer made by the business in reference to complaint ID [redacted], and find that this resolution would be satisfactory to me. I will wait for the business to perform this action and, if it does, will consider this complaint resolved. If the company does not perform as promised I can get back to you at: [redacted]
Regards,
[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 Ms. [redacted],I know that the company is responding like they worked on my case and I am one who failed in resolving of outstanding issues while [redacted] reviewed the Offer of Compromise. I agree that we come across some complications during the process in adding balances to already existing balance. I would expect we get in dialogue how to handle it, but I talked to multiple members during outstanding issues, I sent them all I had and I told that I didn't have certain thing and they responded that was ok. It was in January 2013 right after [redacted] assigned the officer for my case. Next thing I called in March because I received the letter from [redacted] that I missed the conference in February. They asked me to email the [redacted] letter to them and I did it on march 23. Next they sent me email on April 30 to send them my 2012 return along with estimated payment for f[redacted]t quarter of 2013and I mailed it to them. While I was out fishing for work and out of service they sent me another email on May 9 about hearing on may 13 and asked to fill the form with [redacted] Summary of proposed Changes. After I came back from fishing it was already late. After I attempted to contact them a few time in order to follow up for outstanding issues, but I never received any information on how it went through and what become an issue. They looked forward for new steps. The problem was that I was referred to different people assigned on my case and no one explained the situation. I waited and waited for another year, till I called on May 30, 2014 and complained. I requested the summary of work on my case through the past years. Here they reacted right away and I got email the same day with draft of new offer of compromise, and the member even said that she just draw the offer in her email. I signed in my agreement for continuous charges of $425 a month and I came to conclusions that they advantaged of prolonging the service as long as possible. They benefit from outstanding my case with [redacted] as long as possible.I proved that I am willing to resolve my past due by paying the taxes in full for 2012 and 2013, making estimated payments in 2012 and withholding taxes from my pay checks in 2014. ( I sent already [redacted] account transcript).I am seeking help with Revdex.com to instill consumer confidence in buying representing services from companies like Wall and Associates and charge reasonable fees for their service. I am willing to work and send any support to show that the charges were not reasonable. I have even more complains about their aggressive advertising manner, but it's another issue I don't want to bring it up.Thank you, [redacted]
Regards,
[redacted]

Team members were very courteous and proficient in their manner of communications with client. In depth knowledge of IRS policies and procedures allowed them to negotiate successfully a reasonable resolution.

I obtained the services of Wall & Associates to settle my tax debt and am grateful I made the decision to go with this firm. They were extremely thorough, professional, highly communicative and they settled my IRS debt for a fraction of what was owed. I would not have been able to pay this debt without their help and would recommend their service to anyone.

Review: I Hired Wall &Associates A little over 3 years ago to help me settle a $14800 tax audit that the IRS thought I owed. Kenneth W[redacted] was the person I spoke to; he said he didn't think it would take much over 8 to 9 months to have his company get it settled. here it is over 3 years later and it still is not settled and I have paid Wall & Assoc. almost as much as I originally owed the IRS. I hardly ever hear from them unless they want their monthly fee which is $350.00 per month or want me to sign more papers for the case. My complaint is why is this taking so long and I hardly ever hear any thing about my case from them unless iI call them. I would like weekly written updates as to how the case is going; and give me a definite answer as to how much longer it will take, also it has hurt my marriage with my wife tremendously, because of all the stress and anxiety. also I feel as if this company is just milking me for the money to get as much as they can out of me, I should have just borrowed the money and paid the stupid IRS instead of hiring wall & assoc. . I would not recomend this company to anyone. I Want This Case Settled Now!!!!Desired Settlement: I want this case settled by September 2016 and me not owing the IRS over $1000 and I want weekly written updates from now on. And quit beating around the bush about it!!!

Business

Response:

Dear [redacted],We are writing in response to the recent complaint filed

against our company regarding the fees paid and services rendered to [redacted].

[redacted] sought out and hired our services in April of 2013 for administrative

tax representation.Walls & Associates, Inc. has spoken with [redacted] and came to

a resolution that would see [redacted] case continue with our office and

ultimately allow our office to work the current Offer-in-Compromise that has

been sent to him for review.If you require any further information, please contact our

office. Thank you for your time and assistance with this matter.

Terrible practice of so call tax resolution:
I am from SC. I paid Wall & Associates
3000 upfront/w 400 a month too settle and offer with IRS.
Contact was made 11/15 with upfront fee of 3000.
1st pymt started Jan. 2016 as agreed.
All info was sent in Dec. 2015 and in Jan. 2016 (everything plus more than required that was helpful and much needed for my case NOTHING was left out.
Signed all documents plus POA.
Got a call about the approach of the case in March 2016 with the first team stating they've reviewed all my documents.
Got switched to another team had to sign another POA in May 2016.
By the middle of May I had to call them and ask for updates and proof of production. They told me they will talk to me at the end of May never really gave feedback.
June has past no offer nothing tangible reported to me by mail to view.
Then after all this time they told me that they "just ordered transcripts from IRS in June. Wow!!!! Within 8 months from:
Nov 2015 to July 2016 no resolution or offer.
Milking, dragging, misconduct, failing to summit forms to IRS etc. just gettin the run around. It's a racket!
DO NOT SEEK THEIR HELP!!!
No work has been worth 5000k that I've spent.
It's a SCAM! It's a JOKE! It's a RIP-OFF!
File your COMPLAINTS with th
ATTORNEY GENERAL in RIchmond VA.
Let's do it! Time to get busy! They MUST be STOPPED!