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Wall & Associates, Inc.

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Reviews Wall & Associates, Inc.

Wall & Associates, Inc. Reviews (477)

Did not perform duties as were explained to us. Sent letter to N.C. Attorney General regarding Wall and Associates. The A.G. had to send them a second letter requesting answer to our complaint. When Wall and Assoc. responded to the A.G. the information in their letter to the A.G. was incorrect. I made the mistake of stating in my complaint that I didn't want anything done, just wanted to prevent it from happening to other people, Wall and Assoc. used that phrase against us. PLEASE do NOT use this company!

Absolutely a horrible experience with this company. In one year, took over $5500 and accomplished nothing. Examples: First correspondence used the wrong name. Took over 3 months to get IRS to accept Power of Attorney and Representation. Took 5 months before they admitted that they did not have all the financial info they needed. Mailing forms instead of emailing them. Complete incompetence. Avoid this company. It is a scam!!

Review: Wall & Associates promised and guaranteed me 3 years ago that they could and would resolve my tax issue. I paid them $18,500 and they have now revoked representation; they will not speak with me. I sent them all documents they requested; paid them faithfully and notified them in October 2015 that I could not continue to pay them $600-$700 per month; asked them how long was it going to take to solve my tax issue; how more is the cost. They did not respond. I requested a refund for $15,500; in telephone conversations with Brandon G[redacted] (rep @ Wall & Assoc) he said he would be able to give me a refund, but not the full refund ($18,500). He said he would solve my tax issue and talk with his department about fees; but I asked him how much money does it cost to solve tax issues. No answer. I have often informed Wall & Associates that my grandchildren and I have starved for the last three years paying for a service that has not been provided. Wall & Associates did not provide the service promised and they guaranteed; they have not resolved my tax issue; they have revoked their services and sent this information to the IRS; they did not inform me they were revoking services and still have not solved my tax issue. I am so hurt; disappointed; financially stricken by Wall & Associates. I only ask for a refund due to their negligence with my case. I feel as a Southern Black Woman, they have taken advantage of me financially and mentally. I only ask they refund my money because their services were not provide as promised. I want my refund. I would not recommend anyone to Wall & Associates; they are untruthful, they lie, and they do not perform services as promised. They will contact about every three months requesting the same paperwork which they have on file. I am so deviated that it's hard to write; but my complaint is valid. I do not see why they are still in business give how they do not provide services they promised. I really do want a refund.Desired Settlement: I really do want my requested refund for $15,800 because in the three years they did not provide services promised; they misrepresented their services; they are mean, they do not care about their customers. They were to work on the IRS and State tax issues and they have did not even begin to work on the State because the State continues to garnish my pay. They said they work on the State after IRS because the State usually follows what the IRS say. This is misrepresentation of services because in the beginning it was understood they would work on both issues at the same time. They have caused me so much mental stress; caused me financial burdens; I will still have to deal with the IRS and State. They are dishonest and I feel they have taken advantage of Single Black Woman from the South. My family and I starved while I faithfully paid Wall & Associates. I simply want a refund. I informed them on 4/7/2016 that I would report them to the Revdex.com if they did not resolved by 05/07/2016

Business

Response:

Dear Ms. [redacted], We are writing in response to the recent

complaint filed against our company regarding the fees paid and services

rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in May of

2013 for administrative tax representation. I have attached a case summary that

details the actions that took place on Ms. [redacted] case during her time as a

client of our office. Ms. [redacted] states several concerns in her complaint that

we will attempt to address. Ms. [redacted] states that she received a notice

indicating that we were no longer representing her. There has been an ongoing

payment discrepancy on Ms. [redacted] account since December of 2015 and our office

had to revoke our Power of Attorney forms with the IRS. These can be refiled if

necessary and representation can be resumed, but our office cannot keep Power

of Attorney forms on file with the IRS when we are not actively representing a

client. The failure to revoke Power of Attorney forms causes an unnecessary

risk to our former and current clients as it generates additional IRS notices

that could be seized and used for disreputable purposes. Our office is

concerned with keeping all of our current or former clients as safe as

possible. Secondly, our office cannot keep Power of Attorney forms on file

while not actively representing a client because IRS personnel will attempt to

contact our office to discuss tax matters for an individual we cannot represent

at that time. The IRS could view this as an intentional attempt to merely delay

collection action and could result in repercussions for either Wall &

Associates, Inc. or the client in question. We simply could not in good faith

keep them on file while we were prohibited from engaging with the IRS regarding

Ms. [redacted] case.The next concern that [redacted] raises is communication. Our office

has tried multiple times to reach [redacted] and speak with her. [redacted] has

stated herself that she disliked speaking with us at this time. We encourage

her to read to enclosed case summary which will details those attempts. **

[redacted] states that our company was negligent in our attempts to address her tax

controversy. That is not true. Our office prepared and sent her all required

offer documentation for signature on July 31, 2015. The original ink signature

documents were not returned to our office through December of 2015 despite out

office trying to get them returned. We did eventually receive them, but by that

point the forms that the IRS would accept had changed and they could not be

submitted.Our Client Services Group has spoken with [redacted] and stated

we could review her case and get back with regarding the potential for a

partial refund. However, we did not state that we could offer a partial refund

or that one is warranted based on the actions taken to date on the case. Out office

has left several voicemails trying to reach her and communication with [redacted]

has been very sporadic.We are deeply disappointed that [redacted] is not satisfied with

the services we have provided to date but no one has taken advantage of her. Our

office worked is as rapidly a manner as possible to address her tax

controversy. We do apologize that our office have caused her a hardship, but

that does not negate the hard work that did go into her case. If you require any further information, please contact our

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

Consumer

Response:

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,

Review: Due to illness in 2008, I could not pay one quarter of my payroll taxes which totaled around $10,000. All quarters before and after have been paid on time to the IRS. Since I was battling cancer and exhausted from the effects of chemo therapy, I decided it best to have a professional, Wall & Associates try to settle this with the IRS for me. I paid a total of $6,000 to Wall & Associates and after nine months of their services, I was far worse off than if I just made an installment agreement with the IRS, far worse than even if I did absolutely NOTHING. Nothing was settled and the IRS proceeded to aggressive collection. My accounts were garnished, levied and my customers received levy notices causing great embarrassment. Now, not only do I now owe $17,000 to the IRS including penalties & interest, I am out an additional $6,000 which I paid Wall who only worsened my tax situation. No settlement as promised was ever achieved.Desired Settlement: I would like my fees of $6,000.00 refunded to me immediately.

Business

Response:

Re: [redacted], Douglas Case # [redacted]Dear Ms. [redacted], We are writing in response to the above referenced complaint received on November 9th 2015 (copy enclosed). In our response dated November 16, our office responded to the aforementioned complaint and informed the Revdex.com of our intention to attempt to address this matter internally before directly addressing the complaint with them. On November 18, 2015, our office contacted Mr. [redacted] and in response to that phone call a follow-up call was scheduled for November 20, 2015. At that time Mr. [redacted] and Wall & Associates, Inc. came to a mutually beneficial arrangement that satisfied both parties. Our office now considers this matter closed and we request that this complaint now be moved to the resolved category. If you require any further information, please contact our office. Thank you for your time and assistance in this matter. Sincerely, Wall & Associates Inc. By: Brian G[redacted], Public Relations Department

This company is a scam and does not provide the services they verbally claim to provide nor do they respond to frequent calls for updates. They should be criminally investigated for taking advantage of hard working individuals who earnestly want to solve their tax issues.

Review: Wall & Associates was hired by me a year and half ago to solve I. R.S problems and they have yet to be resolved

Business

Response:

RE: Mr. [redacted], [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 December of 2014 for administrative tax representation. I have attached a case summary that details the actions that took place on Mr. [redacted]'s case during his time as a client of our office. The complaint in questions does not give a lot of detail in regards to Mr. [redacted]'s concerns other than the fact that his tax debt was not resolved. On April 21, 2016 our office sent to Mr. [redacted] IRS Offer-in-Compromise documents that would begin the process of resolving his case. We have not received those back as of the· current date. There is a lot of background work that goes into preparing a client's offer in compromise including the receipt of required financial documentation, the preparation of a financial request form, ensuring that the proposed Offer-in-Compromise will result in an acceptance, and finally the offer documents themselves. This process does take some time to complete and to ensure that the result achieved in an Offer-in-Compromise will be a favorable one. I would request that Mr. [redacted] contact our office to discuss any additional concerns that he might have. The complaint itself did not mention anything more than the lack of a resolution and our office wants to ensure that all of his concerns are answered. If you require any further information, please contact our office. Thank you for your time and assistance with this matter.

Consumer

Response:

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,

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

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

Review: Wall & Assoc did not and are not providing the services described in the sales pitch presented to me in my face to face meeting with their sales representative. I have paid them $7,200 since signing the contract on 3/4/14. They have failed to respond to my requests in a timely manner. They have not provided a timely or detailed reports of progress of their actions on my case. They continue to demand a $350 per month fee, and have thrown all of the work involved right back in MY lap to complete in order for them to be able to move forward. I am a 62 year old disabled Widow, living in a small town in TN, at least 45-60 minutes from the nearest tax preparing office. I have heard over and over again that they do NOT file tax returns. I feel the least they could do for the amount of money I have paid them is to prepare the forms, send them to me and then let me take them to the nearest tax preparing office for submission. I took care of 2011 by MYSELF all the while paying them their exorbitant fees, and now they are throwing 2012 back in my lap to complete. They have all of my financial records. Why can't they pull the appropriate forms, fill them out, and send them to me for processing????

I am DONE paying them money, until THEY do something to justify the money I have already paid them.

I have NEVER received ANY notification of what, if any communications they have had with the IRS on my behalf!! I now live paycheck to paycheck on Social Security Disability and CANNOT afford their monthly fees while keeping a roof over my head and food in my refrigerator!!!Desired Settlement: No further charges, the preparation of my 2012 tax return forms for ME to sign and process and a swift resolution to my 2011 and 2012 tax issues. If they can finally get the IRS to present me with an offer, I will work out the payments directly with the IRS.

Business

Response:

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 March of 2014 for administrative tax representation. In her complaint Ms. [redacted] lists several concerns that I will attempt to address. First, our office does not prepare tax returns. This is made clear in our initial consultations with clients. Our office handles every administrative tax issue except the preparation of tax returns. Wall & Associates, Inc. is an administrative tax resolution firm, not a tax preparation firm. Unfortunately, our office cannot prepare Ms. [redacted]'s 2012 tax return because of this. We simply don't offer the service. Our office does have a sister company who does, and unfortunately, their fee structure is entirely separate from our own. Referrals are made for our clients upon request or they are free to go to any reputable local preparer in their area. Our office does require an initial fee to begin work on a case and a monthly fee afterward to continue work on a case. Our fees are fairly offered and no potential client should feel pressured into accepting them. When difficult life circumstances arise our office can work with our clients in regards to their monthly fees, but a continuing fee is a requirement for any work to continue on a case. Our office in good faith has worked with Ms. [redacted] in the past and did waive the December 2014 monthly fee in good faith to allow her additional time and funds to have the 2011 and 2012 returns prepared. Our office did ask Ms. [redacted] on multiple occasions for the 2012 tax return as it was causing a delay in the resolution of her case. Unfortunately, the receipt of financial information is but one part necessary in resolving a tax controversy. Another equally important part is the filing of all required missing returns and ensuring returns moving forward with not generate a balance. Our office has supplied Ms. [redacted] with the applicable wage and income transcripts for the 2012 year as well as a copy of the 2012 1040 Form and Instruction Booklet. Our office is more than willing to continue speaking with Ms. [redacted] and working with her to resolve her tax controversy. We encourage her to reach out to us directly with further questions. 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]

Review: We have paid Wall and Assoc $4000.00 on 12/28/15 and they told us not to pay the IRS any more money. As of April 2016, Wall had told us that they have not been able to talk to anyone from the IRS on our behalf. Now our installment plan with the IRS is in default and we have hired another tax consultant, which has been able to speak from someone from the IRS with in 2 days of hiring.

Also I have spoke to a gentleman by the name of Brandon G[redacted], he is a Quality Assurance Manager. I have been trying to get in touch with him for a week and half. left message and also spoke with a lady by the name of Anna Mcclure and she assured me that Brandon would call me back. NOTHING FROM NO ONE. I just want a refund of the money that I have wasted on Wall and Associates. I could have been paying the IRS to keep my installment plan from going into default.Desired Settlement: Refund of my money because after 5 months, they have done NOTHING to help me.

Business

Response:

RE: Stephanie M. [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 IRS 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 Taxpayer Advocate Service, IRS Automated Collections, the IRS Insolvency Unit, 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 thls particular form of IRS 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

Business

Response:

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] Our office has been in contact with Ms. [redacted]. Our office did offer Ms. [redacted] a partial refund in order to satisfactorily settle this complaint. We offered this refund not as an admission of any errors on her case, but in order to resolve her concerns in a manner that would see both sides satisfied. Ms. [redacted] did decline that partial refund offer. Our office, of course, remains open to discussing any ongoing concerns with Ms. [redacted] and we remain open to 'honoring our partial refund offe:r: should she decide to accept it. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. By: Brandon Groseclose

Consumer

Response:

I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.

I would like a refund of $4,000.00. Wall & Associates have done nothing but take our money and done nothing to help with our situation with the IRS. They told us from day one not to pay the IRS any more money on our installment plan. Now we are in default and all the interest and penalties are added back and we are going to be out even more money and the IRS is getting ready to put a levy on our accounts. I could have made several payment to the IRS if Wall & Associates had not taken our money.

Regards,

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.

Do not use this scamming company. I could see right off the start what they were up to when they missed the deadline for an appeal. Delays, that's what their after so they can keep charging their monthly fee's, leaving the client to believe they are actually working on your case. When they missed the appeal date, I fired them, now I'm trying to get my $3000.00 back since they had done nothing to earn it, but they refused. I have disputed the credit card charge and in the process of starting a small claims case against them which could take some time. After giving wall and associates the boot, I negotiated my $42000.00 tax issue down to $28000.00 and had it paid within three business days. AGAIN, BE CAUTION OF WALL AND ASSOCIATES

Review: I hired Wall & Assoc in Jan 2015 to help me with back taxes owed to the Federal, State and City for mutliple tax years. I met with their local rep in a rented office suite and never saw him again. All correspondence came from Blacksburg VA. I paid them $2,500 up front to "retain" them and $350 per month throughout 2015. All they did after obtaining all of my personal information was file Power of Attorney documents for multiple people within their offices. They kept stringing me along throughout 2015 saying resolution of my back taxes for "10 cents on the dollar" were just about finalized. I provided them with timely, updated information as they requested it and I only was provided an update of my case when I contacted them. At the end of 2015, I was hit with tax liens from the State and a levy from the IRS. On the day I received the liens, I faxed a copy to one of the employees and verfied with her over the phone that she received it, same day. WHEN I ASKED THE REP WHY THIS HAPPENED AND WHY HADN'T WALL & ASSOC PREVENTED IT, SHE SAID, "WE THOUGHT YOU WANTED THE BEST SOLUTION, NOT THE FASTEST SOLUTION." Upon a personal visit to my local IRS office to discuss my situation, I was informed that in the 9 or 10 months throught 2015 there was no contact by Wall & Assoc on my behalf with the IRS other than they filed their POAs. Nothing was ever done on my behalf to negotiate anything. It was recommended that I sue them for fraud. To make matters worse, as of Feb 2016 Wall & Assoc is not even aware that my taxes have been paid and they are still trying to contact me for payment of the monthly $350! In all, I paid Wall & Assoc 1/3 of what I owed to the IRS (or $6,000) for them to do nothing more than file their POA's and string me along, month-to-month. I have dated email correspondence, all mailed correspondence and dated and time stamped phone call records to document my case throughout. I demand a refund of my all monies paid to Wall & Assoc which amount to $6,000Desired Settlement: I demand a 100% refund of all moneies I paid to Wall & Associates ($6,000+) for fraudulent and unrealistic promises made to me and the misleading information about the resolution they could accomplish on my behalf.

Business

Response:

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 January of 2015 for administrative tax representation. Mr. [redacted] raises several concerns in his complaint that I will address for him. As always, the quickest way to get a response for the reasoning behind specific actions that were or were not taken on a case, is to contact our office directly. Mr. [redacted] mentions that he paid our firm an initial fee to "retain" our services. Typically, such language insinuates an attorney-client relationship. Mr. [redacted] paid our firm an initial fee for initial work conducted on his case. Wall & Associates, Inc. staff and employees are not attorneys and we conduct our work solely on an aIn his complaint Mr. [redacted] states that he went to his local IRS office and was informed all our office had done relative to his account was file Power of Attorney forms. Our office did contact the IRS via the Automated Collections number (1-800-729-7650) on February 9 2015, February 12 2015, March 5 2015, and June 9 2015 to ascertain the status of Mr. [redacted]'s account and to follow up with them on required information we needed from them. Mr. [redacted] states that one of our representatives stated "we thought you wanted the best solution, not the fastest solution" in response to our office being informed a lien had been filed against him. Our office prides ourselves on the fact that we work hard to get a resolution for our clients that will solve their issues in a manner that will completely take care of all their outstanding liabilities. These forms of resolution do take more time than a simpler resolution would. I do however, apologize that Mr. [redacted]'s concerns were not given the attention that they deserved. Mr. [redacted] states our services are fraudulent and unrealistic in nature. In the first two months of 2016 our case teams have reported savings of $3, 739 .465 .34 for our clients. Furthermore, we have had 30 reported offer in compromise acceptances with 12 of those being for $100 or less. Wall & Associates, Inc. is not fraudulent or does not misrepresent what we can do for our clients. We are committed to the satisfaction of our clients and the resolution of their tax balances. In Mr. [redacted]'s complaint he requests a refund for services he feels were not rendered. We want to work with [redacted] to address all of his concerns in a timely and professional manner. Wall & Associates, Inc. would like to utilize our own complaint resolution channels and we encourage Mr. [redacted] to call our office to discuss the circumstances surrounding our representation. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.

Review: I hired Wall and Associates in July of last year to represent my wife and myself in an IRS matter of past income tax owed. I have paid several thousands of dollars to them so far and have received zero results. I have been asked to send in the same paperwork and information several times over and have done so. Still, once again, they called me yesterday and asked for more of the same paperwork again. They say they need to file this info with the IRS ASAP but its the same information they asked for months ago and said the same thing, same forms, same information same everything. The only thing different is the caller, all different people with no clue about my case and can not answer any of my questions. They even called me several months ago and said they needed more of the same information and that my case would be resolved shortly after, never happened. I have called to find out about my case and in each time they say they need to send me a form, which is the same form or forms I have sent before more than once. I never get to speak with anyone when I call and they always say someone will call me back. Well they do, hours and hours later or the next day and sometimes the don't call me back at all. They will call me and I get to speak with someone when my monthly payment is due, that is one thing they will call for. Also this case is not a complicated case, not at all. My wife and I have only one income and that is Social Security. This company is a SCAM and they are thieves. Something needs to be done to stop them.Desired Settlement: Stop stealing people's money,

Be put out of business,

Refund of monies not earned,

Jail time.

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 June of 2015 for administrative

tax representation.[redacted] raised several concerns in his complaint that I hope

I will address. First, [redacted] brings up

the issues or our repeated requests for information. This is accurate. Our

office has asked [redacted] several times for financials information in order to

determine his current financial situation. This is a necessary component of any

tax controversy case, because IRS results are highly depended on a client’s

current financial situation. It appears our office requested this financial

information on June 24, 2015. Information necessary to move [redacted] case forward

was not received so a subsequent request took place September 11, 2015. This information

request letter was honored and our office received most of the required financial

information. During the interim our office had requested a Collection Due

Process Hearing on his account. The IRS requested updated financial information

for that hearing and a third request was made by our office to honor the IRS’s

request. Again, our office apologizes, but the request for financial

information were in line with normal case averages and it is a required

component of any case. We apologize if this was an inconvenience, but I assure

[redacted], it was a necessary one.[redacted] brings up concerns about the timefame of his case. Resolving

a tax controversy is a two part process; (1) prevent future balance from being

accrued and (2) resolve the controversy. [redacted] had a balance for tax year

2014 that was substantial enough to warrant a request that he modify his

withholdings to compensate for that balance for the subsequent tax year. There were

serious concerns that he would generate a balance for tax year 2015 as well. The

accrual of a new tax balance while trying to resolve an older balance would

default any progress made on a case. Our office was requesting financial information

from [redacted] to move forward with his case when we could confirm that he did

not generate a substantial balance for tax year 2015 as well.[redacted] raises concerns regarding the number of

individuals handling his case. Our office works on a case team format. This is

done to ensure that someone can be available to address a client call or

contact the IRS as necessary and in a timely manner. [redacted] concern is a

simple one to address, if [redacted] wants a single contact point on his case, he

just needs to ask for one. This will immediately be arranged. If [redacted] wants

scheduled case calls on a set time frame he needs only ask for them.[redacted] case is still active with our office. I,

respectfully, encourage him to contact the team assigned to his case. In many

cases out client’s concerns can be addressed by a well-orchestrated case

planning call.If you require any further information, please contact our

office. Thank you for your time and assistance with this matter.Sincerely,Brandon G[redacted]

Review: Hello,

My name is [redacted]. I live in [redacted]. my complaint is with a company called wall and associates. They deal with tax debt. I have back taxes that I owe. I meet with them in the spring of 2014 at a Portsmouth NH address. I talked to a person named Karen B[redacted] I told her of threatening letters from the irs etc. She told me that they could help me and told me what I needed to do. I had to pay $2000 up front that day and eventually $400 a month. Regrettably I did at a total cost of $6000 before I ended their services. They did stop the irs letters but to my knowledge they never gave any money to the irs to this day. I still owe back taxes and im getting irs letters again. Before I ended their sevices I asked for a refund of at least some of the money but they declined to do so. I also told them I will take legal action to which I got no reply. I hope you can help me and look into this matter any help or advice at this point will be greatly appreciated. Also stop them from doing this to anyone else. Thank You.

[redacted]Desired Settlement: I would like a full refund of my money. but I would settle for at least some of the money back.

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 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.

Consumer

Response:

After talking to a wall and associates rep last week about a rufund of my money. I was told I would have a response by last friday. I never heard back from the rep or anyone else. After making several phones calls and leaving many voice messages I still haven't heard back. Person I spoke to was Bernie. I cannot recall the last name. I would like to thank the Revdex.com for taking the time to hear my case and hope we can reach a successful conclusion. Thank You.

Review: My elderly mother was tricked into paying a $2500.00 down payment to resolve her IRS issues and told she would have to pay $300 a month. She was told it would last only a few months. She was told if she didn't agree to services with them that her home would be taken. Now that she has paid an upmost of $7000.00, she is being told that her home can't be taken and she can't be arrested. My mother who is wheelchair bound is now being told that the IRS can and will take her home and she will be arrested. When she calls Walls and Associates, no one wants to call back, there's no record she calls, when she requests her papers back nothing is returned and now she's being threatened to continue paying them or the IRS will take everything from her.Desired Settlement: A refund of payments, including the initial $2500.00 is requested as a resolution. At least that money can be paid to the IRS in hopes of saving her home. My mom will never walk again and she is now asking if she is arrested and thrown from her home will she be able to have a cell on the first floor.

Business

Response:

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]

Consumer

Response:

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 consent form

Regards,

Business

Response:

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). This complaint is in reference to our client Ms. [redacted]. Ms. [redacted], signed up for tax representation services regarding the Internal Revenue Service and the state of Mississippi on March 25, 2015. A case summary through April 11, 2016 has been enclosed for her records. In her complaint Ms. [redacted] brings up several issues I would like to address. Ms. [redacted] came to Wall & Associates, Inc. owing a substantial balance to the IRS. The monthly required maintenance fees that Wall & Associates, Inc. charges are based on the amount of work that will need to go into a case. Clients with larger balances are naturally going to require more work to resolve successfully. Our associates quote fees during the initial consultation that they believe will cover the amount of work that would need to go into a case, but may need to modify this amount if the amount owed differs from what is reported to them in the initial consultation by our clients. Our clients will then sign a contract based on the agreed upon amount. The original signed contract does state a $350 monthly fee .as being required for our services. While our office cannot say for certain what actions the IRS will or will not take on a case I can state with confidence that unless you are handling yourself in a fraudulent manner with the IRS the risk of arrest is almost non-existent. Here recently there have been a recurrence of IRS Scam calls with individuals threatening arrest if a payment is not made to them, this is not the IRS and is being perpetrated illegally by various individuals. Having reviewed her case, in detail, Ms. [redacted] is clearly not perpetrating fraud so she doesn't have to worry about the IRS arresting her. In a similar fashion, I cannot state for certain what actions the IRS will or will not take against personal property, but generally they will not seize the primary residence of a taxpayer, unless again, fraud is involved. I can say with certainty that the IRS is not allowed to seize anything while a good faith Offer-In-Compromise has been presented to them and is under review. This is currently the case with Ms. [redacted]. This does not stop the IRS from considering the equity in the property as part of the terms of any accepted Offer-in-Compromise, but that is not a seizure. Our office is currently working an offer appeal for Ms. [redacted] and that right now that is our primary concern regarding her case. She has been in contact with the case team and needs to continue to do so. Previously she requested copies of correspondence that we sent to the IRS on her behalf be sent to her, this was done. If you require any further information, please contact our office. Thank you for your time and assistance with this matter.

Review: I contracted with law & Associated for assistance with an IRS mistake. Their representative (Mr Jim G[redacted]) told me it would take three to six months to resolve. It has now been two years and they have failed to show proof that they have done anything to resolve this issue. I have have now paid them approximately $9500 and my dispute with the IRS was for $14,000. I have never received statements indicating any work that has been done. All their statements ever indicated is to pay $350.00 per month. I have been promised several times that my case would receive extra attention due to the delay but nothing is ever done. I call them on a weekly basis and they almost never return my calls.Desired Settlement: Finish the job immediately with no further billing. Proof of work that has been done.

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 for administrative tax

representation.Wall & Associates has reached out to [redacted] in

regards to his concerns and have spoken with him. Our office is awaiting the

return of a letter in which we request his signature declaring the matter

solved. This will be forwarded to the Revdex.com serving Central Virginia on receipt.If you required any further information, please contact our office.

Thank you for your time and assistance with this matter.

Review: I met with Mike S[redacted] a representative of Walls and Associates on March 27th 2015 who convinced me to commit to a contract for representation at the initial cost of $2500 upfront and $350 thereafter and with the expectation of getting a resolution to my case within 3-6 months. To date Walls & Associates extorted $6,000 with no result. The team working on my case included Candise R[redacted], Carlee E[redacted] Nick C[redacted] Sharee F[redacted], Stefanie W[redacted] Clarissa C[redacted] Mike S[redacted] appeared professional and showed me a printed report of tax settlements, it was a great show and I was convinced. This payment translated into $1875 and $625 upfront then $350 after that. Mr. S[redacted] was adamant that my case was not complex and that I had old notes that are easier to negotiate with the IRS than new ones that I did not have much of at that time. After several months of no actions from my representation team and no feedback I began making calls and started speaking with Sharee F[redacted] another representative at Walls and Associates.

Sharee began giving me the round around from the get go about how difficult it is for them to get in touch with the IRS and how hard they were working on my case. I did not want to push very hard at that time because legally I am paying and did not foresee being lied to by my own representation.

I asked for resolution and time line but was quickly informed that they could not provide me with specifics. I recalled Sharee asking me for additional expenses I may have after I had provided full disclosure of my financials she proposed the option of taking on a second car loan or adding additional. This raised a red flag to me and expressed to her that I am trying to get out debt not adding on unnecessary expense. She replied sating that guys are usually exited when they hear this option of getting another vehicle in order to deceive the IRS. I did not go to Walls and Associates to deceive the IRS, I went in order to solve unpaid tax.Desired Settlement: I Paid $6,000 after a year no resolution to my case, Walls & Associates offered me $600, this is not acceptable. They claimed to have worked hard on the case with nothing substantive to show therefore i'm requesting $4,000 refund or 66%. Walls & Associates is a fraud. Tina Barnhart a case resolution personnel was upset when I made efforts to reason but she was convinced that they did everything right.

Business

Response:

Dear Ms. [redacted], We are writing in response to the recent

complaint filed against our company regarding the fees paid and services

rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in

May of 2015 for administrative tax representation. I have attached a case

summary that details the actions that took place on Mr. [redacted]’s case during his

time as a client of our office. Mr. [redacted] raises several concerns that I will

attempt to address. Wall & Associates, Inc. has not extorted any money from

Mr. [redacted]. Our office provides tax representation services to our clients and

our office did provide tax representation services to Mr. [redacted]. During the

time he was with our office we did go through an IRS Offer-in-Compromise.

Unfortunately, that offer was denied, but that does not mean that anyone has

extorted money from Mr. [redacted] or that no work took place on his case. Mr. [redacted]

raises concerns about the conduct of one of our staff. The IRS does allow for

certain expenses to be included as part of an IRS Offer-In-Compromise. If our

office feels a client could benefit from taking on an additional expense, that

is necessary, in order to result in a better outcome, there is nothing

“deceptive” about that. The case planning techniques that Wall &

Associates, Inc. employs are not deceptive and follow all applicable IRS

procedures and rules. Mr. [redacted] was informed that during an Offer-In-Compromise

it was “essential” that he tell the case team handling his case about any

changes in his current financial situation. When the offer was assigned to an

examiner it was uncovered that the number of occupants in his home and the

income he was earning were different than submitted to the IRS. Our office was

unaware of these changes because we were not informed. We apologize that Mr.

[redacted]’s offer was denied, but we do request to be immediately notified of

changes to a client’s income because it can and does affect the outcome of a

case.The reason our casework staff told [redacted] we were working

hard on his case is because we honestly were. Our office offered a $600 refund

in good faith and in order to resolve the complaint, but made no error on his

case. Unfortunately, our office cannot offer an additional refund due to the nature

and work on the case. If you require any further information, please contact

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

Consumer

Response:

I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.Wall and Associates acknowledges that my balance was originally $33,570 at the time I signed the power of attorney yet several months later they offered to settled for only $100 with the IRS, this was not logically acceptable to me and I have expressed but they convinced me once again that this was their method of negotiation and they have to start low with the IRS. They knew it was not going to work because three weeks before the IRS responded they called to notify me that they will appeal as soon as they receive the offer rejection. It was in their best interest to drag the the process for as long as they were getting $350 a month. The entire process necessitated for me to reach out and ask questions on the status of my case before they would do anything. Walls and Associates led me to believe that they will fight on my behalf to solve my balance owed but in reality all they did was to fill out the forms I could have filled and waited in the same manner anyone could have done. I have lied to and deceived by this company and the group of people they were supposed to help solve my problem. Wall and Associates representatives are deceitful, they have lied to me time and time again but I kept going because I could not conceive paying for a service that will only work to distort the truth from me. At this point I will consider 5 months of refunds and leave this topic alone without further posting or communication this amounts $1750 much lower than my initial proposal for reimbursement. I have wasted enough time and energy with Wall and Associates under the false pretense and my investment of $6000 that I could have paid directly to the IRS .

Regards,

Business

Response:

Dear Ms. [redacted], We are writing in response to the recent

complaint filed against our company regarding the fees paid and services

rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in

May of 2015 for administrative tax representation. Mr. [redacted] raises several

additional concerns in his follow up response that I will address. Mr. [redacted]

states correctly that our office submitted an offer for $100. We apologize if

this does not make sense to Mr. [redacted], but our office has over 30 years of

experience in resolving tax controversies and this method is employed by our

office to ensure that our clients receive the best outcome for their cases. Upon

submission of an offer to the IRS a 20% down payment is required. In accepting

an offer the IRS will allow a taxpayer the opportunity to pay in any additional

amount to meet that 20% requirement prior to official acceptance. If our office

had submitted an offer for $10,000 dollars instead of $100. Mr. [redacted] would

have had to submit a down payment that was $1,980 more for a result that would

not have changed. IRS offers are reviewed based on a taxpayer’s financial

situation, not on the offer amount. Offering more does not change the overall

outcome. Our office was in contact with the offer examiner for his case prior

to the official rejection notice. Mr. [redacted] received notification of the

official denial in the mail. Our office knew of the denial three weeks

beforehand because we were communicating with the offer examiner in an attempt

to get his offer accepted. Mr. [redacted] was informed of the rejection on March 15,

2016 because we spoke with the offer examiner on March 11, 2016. The official

rejection was sent out after that in early April. You cannot file an appeal

without the offer rejection letter because it includes the financial tables on

which you base the appeal.Wall& Associates, Inc. employees did not lie to **

[redacted]. He hired us to represent him before the IRS and to take a position that

would result in the highest likelihood for a successful resolution. Our office

did that.Wall & Associates, Inc. would like to reiterate that our

office would never delay a case in order to collect a monthly fee. Our case

teams are incentivized to resolve cases correctly and quickly. They are not incentivized

to hold cases open.Our office does full out forms that are readily available. We

follow IRS procedures and rules the forms don’t change. When you hired Wall

& Associates, Inc. you are hired our experience in addressing your tax

controversy and hiring out investigative abilities in reviewing your case for the

best resolution. Unfortunately, our office cannot offer an additional refund

due to the nature and work on the case. We remain open to our original offer at

this time. I encourage [redacted] to contact us directly with additional questions

he may have. If you require any further information, please contact our office.

Thank you for your time and assistance in this matter.

Consumer

Response:

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.

This is an argument is moot point,if this is a tactic in order to test my patience to quitting point Wall and Associates is doing a fine job. I stand my position of rejecting this offer. Wall and Associate may have been in operation for over 30 years but I have been scammed by the organization for the last year and clearly mislead and misrepresented at the high cost of $6000 of my hard earned income. The same week I filed this complaint I took necessary actions to pay my back taxes in full. If Wall and Associates were upfront and honest with me I could have had a better outcome in settling much more favorably. The firm Wall and Associates is good at crafting responses and pretend to be professionals when in fact they are not, this company should not be allowed to operate. I'm sure my voice will not take them down but it is an additional voice that experienced lost and will stand the ground of not accepting additional insult from them. If Wall and Associates believes that I am desperate to accept a 1% then claim later that they have settled with me they have the wrong person. They are still running commercials and I hope more people will not fall for the scam. I paid $6,000 and I can afford to live without $600 that you are offering. I will maintain my dignity and honor but will not accept your offer. the below notes were times when I was asking and pressing Wall and associates to the job I was paying them to do. Date:8-21-15

Review: I got audited by the IRS in Oct 2012. I met with W&A Nov 2012, got quoted $3000 down payment and $350 monthly to dispute my IRS debt. I was told they could cut it down by possibly more than half and the IRS would stop contacting me & would take about 6-9months to resolve. I couldn't afford this much and told them I had to think about it. In April 2013 I got a loan of $2000 from family and got a 2nd job to pay their monthly fee. I reached out to their assoc. Dan and told him this, he said $2000 was good enough & came to my home to pick up the cash and sign some documents. I never got a copy of this paperwork. By the end of May I was still getting letters from the IRS, I notified W&A of this and they asked I send them copies. I did. June 2013 I still hadn't heard anything from them. I emailed them 3different times & asked the status of my case. I was also getting late notice letters from W&A when I had previously made payment arrangements with their accounting dept. I got a reply on 6/20/13 asking for 3 months worth of paystubs (when I just turned in 3months worth of docs on 5/10/13 along with my first payment of $350- waited a month to ask for additional docs?) 6/21 got a form 433-A (offer to the IRS) in the mail to sign and send back, with someone else's SSN on it!! I fixed the SSN and emailed it right back. 7/26/13 got an email from them saying they never got the 433A (again - waited a month to tell me this!) Aug 2013 I asked for update and told them I got 2more bills from the IRS! No reply, 8/5/13 I emailed the IRS letters. 8/6/13 email reply from them asking for me to sign ANOTHER form 433A. The forms they sent me on 8/6 had the wrong SSN on them again! Turns out, the assoc's I had been emailing no longer worked there, didn't even notify any of their clients? This is how it's been for the past 3years! I have not paid them since Nov 2015. They never provide clear answers and charge way too much to draw it out like this.Desired Settlement: I would like at least half of my money back so I can give it straight to the IRS, they're still charging interest! (I have tons more emails and documentation to support my desired outcome. I didn't have enough room above to provide 3yrs of details)

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 2013 for administrative tax

representation.Our office has tried to reach [redacted] in regard to her

concerns, unfortunately, we have been unable to reach her. Wall &

Associates, Inc. has reviewed her case. It appears in June of 2015 Offer

documents were sent to [redacted] that would hopefully see a final resolution to

her case. Our office does see where those documents were returned

electronically, however a subsequent request was made to have those sent via

the postal service since an actual signature is required. It doesn’t appear

that our office has a record of receiving those documents back. Communication

with [redacted] has admittedly, per sparse. Our office has attempted on a number

of occasions to reach her to request those documents be returned and that has

not be successful.I would like to request [redacted] reached out to our office so

that we may speak with her in regards to her concerns and work out a mutually

beneficial arrangement that would see her case completed in the most expedient

manner possible.If you require any further information, please contact our

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

Consumer

Response:

I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.

When I paid the deposit and hired W&A, I told them I took a 2nd job to afford their monthly fee, I was not available for phone calls during their business hours, so they ok'd communications through email. (The same way they agreed & allowed me to make bi-weekly payments of $175, but yet I'd still get phone calls and "late notice" letters in the mail!)

On behalf of myself and family l would like to describe wall & associates inc
Awesome your talents and your dedication to your customers are outstanding I would like to Thank your firm and staff for impeccable work I would hole heartedly recommend your firm for its Excellance.

Review: This is in addition to the original complaint filed with you. We have stopped/cancelled all services with Wall and Associates as they are totatly a fraud company with the lead man representing them, Vincent Washington, being a total liar and fraud. We agreed to a $1200 refund to end all assocation with them. The total we should be receiving is $2850. However, we agreed to a loss of $1650 and settle for $1200. On August 18, 2016, I faxed back the signed Agreement to Wall and Assocations. To date, we are still waiting for this refund to be received via U.S. Mail. The person I had been in contact with, Tina B[redacted] regarding this matter and who is the person who sent the paperwork regarding this refund, seems to not be at the same telephone number. I left messages at the only number I have for her and no one answers. The recording is a Delilah, Customer Services Rep, and no return call has been received. We want our $1200 back as they agreed to and all association and claims against them will be completed.Desired Settlement: Refund in the amount of $1200, at the least.

Business

Response:

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

against our complaint regarding the fees paid and services rendered to **

[redacted]. [redacted] is a durable Power of Attorney handling her father, [redacted], case.Wall & Associates, Inc. has spoken with [redacted] and

provided her any additional phone number to another member of the Client

Service’s Group at Wall & Associates, Inc. Per our conversation with her

and upon review, the signed agreement for refund was received on August 18,

2016. It does take our office a few weeks to process refunds. After speaking

with her I confirmed the signed refund agreement was received by our accounting

department and that the refund was the in the process of being mailed to her.I you require any further information, please contact our

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

Consumer

Response:

[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.]

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 ONCE THE CHECK IN THE AMOUNT [redacted] has been received and cashed and no issues occur regarding the check received. This is the same information I gave to Brandon of Wall & Associates the day he called in regard to your correspondence to him regarding this matter. If the company does not perform as promised I WILL get back to you at: [redacted]

Regards,

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Description: Taxes - Consultants & Representatives

Address: 1215 K St Ste 1600, Sacramento, California, United States, 95814-3954

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