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Wall & Associates, Inc.

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Wall & Associates, Inc. Reviews (477)

Review: I owe the IRS back taxes from when Ihad my own business. My wife and I met with this co. and signed a contract that they would work with the IRS. and get our taxes resolved and a settlment. They told us it would take about 10 months. we had to give them 3000.00 down and 400.00 a month. we have paid them around 15,000.00 we have been paying this for 2yrs. This company has done nothing they hav'nt even contacted the IRS. Ifeel that this is a scam and they are just taking our money. We are young an inexpirenced with this stuff we do not know who to trust . Iwant to know how Ican get my money back.Ilooked them up and there are severel complaints that they are just taking peoples money and doing nothing to resolve there taxes. There website looks very professional.I can not believe Iwaited over2 yrs. to do something about it but Ithought they were a real law office that could resolve our issues with the taxes.They are just taking our money every month and doing nothing. Italked to a tax advocate for the IRS. and they advised me not to make any more payments to wall and associates.They also agreed that its a scam. they told us to make a appointment with are local IRS.department in cleveland ohio. Ihave a appointment on march.18 with them. I should of known there was something wrong when they said they did not have a local office this guy came frome oennsylvaina to meet with us can you please help. We just want to get our money back they have done nothing for over 2yrs. except take our money this is a scam.Desired Settlement: Ijust want our money back so we can settle this ourselves with the IRS. directly.

Business

Response:

RE: Mr. [redacted].: Revdex.com Case#: [redacted] Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in January of 2014 for administrative tax representation. Mr. [redacted] raises several concerns in his complaint and we will endeavor to respond to each one of them to his satisfaction. As always, if a client has concerns about their case the absolute best way to have those concerns remedied is to contact our office directly. The first point that I would like to address is that Wall & Associates, Inc. is not a law office and none of our staff are attorneys. Mr. [redacted] states that he believed we were a ''real law office." Wall & Associates, Inc. docs not hold .ilsct r out to be attorneys and does not hold itself out to represent clients in legal matters. Wall & Associates, Inc. represents our clients purely on an administrative tax basis. This is clearly reflected in our contract for services. Secondly, Mr. [redacted] states that our office is a scam and we have not been in contact with the Internal Revenue Service and that no work has been performed. Nothing could be further from the truth. Our office has been in frequent contact with the IRS and have spoken to them as necessary to resolve his tax controversy. The most recent contacts occurred in February when the LRS issued a wage garnishment against Mr. [redacted]. Our office spoke with ACS Agent Thompson (ID#: 10002l3743) and successfully argued a rcleThe wage garnishm.ent had been issued in error by the IRS since there was an open Collection Due Process Hearing request on Mr. [redacted]'s account. During this call our office made sure the appropriate coding was on the account and that no further levies would be issued. Our office subsequently contacted Mr. [redacted] to get a fax number to send the release to and he informed our office at that time that he was no longer working with the employer to which the wage levy was issued. Mr. [redacted] also states that he has contacted his local taxpayer advocate service. Our office also utilizes the taxpayer advocate service, when needed for a representation case, and they are a valuable resource for us when our clients are placed in dire situations. Unfortunately, the taxpayer advocate in this case is just simply not correct. Our office doesn't know the details of the conversation that Mr. [redacted] had with the taxpayer advocate, but our office is not and has never been a scam. The numerous cases our office has submitted to the national taxpayer advocate for review should more than prove that point. We expect that during his scheduled meeting on March 18 he will be made fully aware of that fact. Wall & Associates wants to ensure our clients have the most competent representation available, if circumstances arise in their case thatl they have concerns about, they should contact our office regarding those concerns and they will be remedied. We request Mr. [redacted] place a call to our office so that we can discuss his specific concerns in more detail. We are devoted to the satisfaction of our clients and want to make sure they are made aware of the circumstances surrounding their cases If you require any further information, please contact our office. Thank you for your time Sincerely, Wall & Associates, Inc.

Review: I hired these people to help with taxes. But I got a lien against me and they say they did not see it so I lost my check for my bills. Now that put me behind and I been trying to play catch up and I told them I would be getting less pay soon. But I paid therm over 4,000$ / 600$ a month now I owe them 300$ and they won't till this is paid mean while I never received anything for the monies I have paid, they refuse to send any emails on the situation saying what they done just that they can't help to monies paid. Suppose I lose my job money gone with no help mean while IRS US ADDING MORE. I don't if you can help but just asking for some help pleaseDesired Settlement: No what my money I paid have they done for me the lien was when I hired them no results from that please help

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced complaint received on July 14, 2014 (copy enclosed). Wall & Associates, Inc. provides administrative tax

representation before the taxing authorities, as we did in [redacted] case. We realize that tax problems are stressful and frightening for any taxpayer and we work hard to help our clients through these matters. We also realize once a client hires our office they want a resolution right away. We work as quickly as possible to resolve tax matters, but working with a party such as the IRS, and working with tax matters that cover a span of several years in the past can mean resolutions take time.

A substantial amount of work has been completed on [redacted] case upon hiring our services for administrative tax resolution for the IRS on June 24, 2013. Upon receipt of her case we attempted to contact her to go over the initial case information received and left a message for a return call. We sent an E-mail to her that day as well and asked her to contact us regarding her case. The Power of Attorney forms were then immediately filed with the IRS to notify them of our representation. We received a return call from her later that day and scheduled a conference call for her on June 28,2013. We then contacted the IRS and were informed that there were current balances due for Form 1040 for tax periods 2006 through 2011 in the approximate amount of $56,164.71. The IRS also informed us that the 2012 Federal Return remained unfiled. We ordered internal transcripts from the IRS in order to verify this information.

On June 26,2013 we spoke with [redacted] regarding the 2012 Federal Return that was unfiled according to the IRS. She stated that she had filed it at an IRS office in Philadelphia and would locate the retum and send it to our office so that it could again be forwarded to the taxing authority. We then received correspondence on June 28, 2013 from [redacted] that stated that she would not be able to hold the scheduled conference call and asked that we contact her at 4:00 pm EST instead. The [redacted] was then contacted and the Power of Attorney form faxed directly to the representative who advised that it would take six to eight weeks to process. We did speak with [redacted] later that day for the conference call as she requested and reviewed the financial statement with her on the phone. [redacted] advised us that she was not current with Estimated Tax Payments and was still self-employed. During our call, we talked with her about the IRS filing and payment requirements and also asked that she supply our office with the financial information we had previously requested in order to evaluate possible resolutions to her tax matter.

We contacted [redacted] again on July 8, 2013 to follow up on the requested information and she indicated that she was still trying to locate the 2012 Federal Return and would send it to us as soon as possible. We also advised her that there according to our call with the IRS that there was an installment agreement in place that had resulted in a collection hold on enforced action by the IRS.

We contacted the State of Pennsylvania again on July 11, 2013 and spoke with [redacted] regarding the account. He advised us that [redacted] had a balance due for tax periods 2007,2009, and 2010 in the approximate amount of $4,625.03. He further advised that the 2009 and 2010 returns were filed by the State on her behalf. We received an Email from [redacted] on July 24 ,2013 and attempted to contact her regarding it that same day; however, were unable to speak with her directly. We received additional E-mail correspondence from [redacted] on August 12, 2073 and confirmed receipt of the information that she had supplied.

We contacted [redacted] on September 13, 201,3 to again follow up on the 2012 Federal Return and she advised that she would work on sending a copy to us. We also addressed the Estimated Tax Payment requirements with her again and advised her that once we received the 2012 return we would help her calculate the amount she would need to pay quarterly. We again talked with [redacted] about the return and estimated tax payments on October 16,2013 and she stated that she would send the return to our office.

We attempted to reach [redacted] on October 25,2013, October 28, 2013, and November 5,2013 to discuss her case; however, we were unable to reach her on those occasions and messages were left each time. We were able to speak with her on November 12,2013 and [redacted] advised us that she had received a levy. We contacted the IRS collections department that day and spoke with [redacted] (ID# [redacted]) who informed us that the IRS would not entertain another installment agreement due to noncompliance with filing requirements for 2012 but then confirmed that there were no active levies on the account. We then contacted the collections department of the [redacted] and spoke with [redacted]. She asked that we fax a copy of the Power of Attorney form and she would contact us back which was completed immediately. We followed up with [redacted] and advised her of the conversation with the IRS. [redacted] then advised that she believed her aunt had filed a judgment against her and that might have resulted in the levy. We advised her to seek legal advice regarding that particular situation.

We again contacted the IRS Automated Collections System on November !3,2013 and spoke with [redacted] (ID# [redacted]). We again verified that there was no collection action in place with the IRS. We contacted [redacted] with [redacted] collections division as well and discussed with her that while the state was incapable of aggressive collection at that time, she would suggest a payment plan in the amount of $175 per month so that the balance could be paid within a 12 month span. We attempted to discuss this matter with [redacted]; however, we had to leave a voicemail message. [redacted] did return our call later that day and we advised her of our discussions with the IRS and State. We followed up with the IRS on November 14,2013 and discussed the account with them again. We spoke with [redacted] (ID# [redacted]) and [redacted] (ID# [redacted]). We were able to ascertain that a payment had posted to [redacted] account which indicated levy action. We reviewed the financial statement with the IRS representative in detail and it was determined that [redacted] had an ability to pay of $878 per month and the IRS would not agree to hold collection action until the 2012 tax return was filed. We discussed with the representative the hardship that the levy had caused [redacted] but they again requested that the 2012 return be filed to work towards an alternative to the collection action in place. We spoke with [redacted] that day as well and asked again that she send us the 2012 Federal Return. She indicated that she would attempt to get us the 2012 return.

We spoke with [redacted] again on November 18, 2013 and addressed concerns she had expressed regarding her case. During this conversation [redacted] stated that she had never been informed that the 2012 tax return had been requested although we had discussed this information with her on multiple occasions and also shared with her written correspondence that requested the same. The next day we sent a follow up letter to [redacted] regarding our conversation along with a copy of the letter that had been sent to her in June of 2013 that included the wage and income information for 2012 to assist her with the tax preparation needed for that year, and the financial statement for her review. We called her that day and advised her that we had sent this information for her review. We then contacted the collections division of the IRS again and spoke with [redacted] (ID# [redacted]). [redacted] refused to put a hold on collection action so we asked to speak with her manager. We then talked with [redacted] (ID# [redacted]) and were able to receive a hold on the account that would block future levy action as long as the 2012 return was received timely. We discussed the IRS refunding the previously levied funds and [redacted] stated that we would need to provide the IRS with cut-off, eviction, or disconnection notices that would prove a financial hardship. We spoke with [redacted] on November 25,2013 and went over the information required to have the levied funds returned to her and she stated that she would fax the documents to us from work the very next day.

We then received notification from our accounting department that [redacted] account was placed into a non-working status due to a missed payment on December 4, 2013. We called [redacted] on December 10, 2013 to follow up and she advised that she will be making a payment soon.

On January 14,2014 [redacted] sent an E-mail to the case team that indicated that she had concerns about her case progress. We contacted her that day and spoke with her about her case in detail and she indicated that once she received a paycheck she would become active again. On February 25, 2014 [redacted] sent further E-mail correspondence that asked us how much she would have to pay to return her case to active status with our office. We contacted our accounting department and called [redacted] to advise her of the balance due. On March 17, 2014 we received notification that [redacted] account was returned to an active status. We followed up with [redacted] on March 19,2014; however, had to leave a message.

We spoke with [redacted] regarding the state debt on March 21, 2014 and advised her of the hardship [redacted] had been going through. She gave us additional time to follow up with her regarding a payment plan. We remained in communication with [redacted] over the next few days concerning the unfiled tax returns. We attempted to reach [redacted] on March 28,2014 to discuss this matter further; however, were not able to reach her. We were able to speak with her in depth about her case on March 31, 2014 and also discussed a possible bank levy. At the end of the call, we asked that she provide to us the information regarding her son's account and also provide us with the necessary tax returns so that we could continue to move towards a resolution of the case.

We called and spoke with [redacted] again in depth on April 30, 2014 and discussed the needed returns, hardship notices, and financial information. [redacted] again stated that she would fax the information to us the next day.

On May 6,2014 our accounting office advised us again that [redacted] account was placed into a non-working status due to a payment discrepancy. The IRS did file a tax lien in early June 2014. This is common procedure by IRS for anyone with an outstanding tax debt. However, we let all clients know that once the tax debt is resolved we ensure the liens are released and perform credit cleanup for them. We then received notification from our accounting department that [redacted] case was closed due to nonpayment on June 6,2014. We spoke with [redacted] on July 10,2014 and reiterated the information that we needed from her and that her account was inactive. She indicated that she would contact the accounting office in order to activate her account. We talked with about the balance she would owe for the 2013 tax period as well. On July 14,2014 we received an E-mail from [redacted] and in return we placed a call to her to follow up; however, she was unavailable. We then responded to her E-mail and requested that she contact our office directly to discuss her case. She E-mailed in response that same day and asked if we had received her information. We confirmed with her that we received her bank statements and a copy of the 1099-MISC, Miscellaneous Income, statement for 2013.

[redacted] compliant states that a lien was filed against her and she lost her check. From the detailed account of the work completed, we maintained communication with the IRS and [redacted] regarding her account status and to ensure that all aggressive collection action in the form of levies was on hold. We additionally worked with the IRS in November of 2013 to release the levy and requested to have the account placed into a hardship status to keep further collection action at bay with the terms of the 2012 1040 return being timely filed. We also initiated the request for any levied funds received to be issued back to [redacted] in which additional documentation was needed by the IRS.

Ultimately, we put forth great effort on [redacted] behalf, and would like nothing more than to resolve the ongoing concerns that she has expressed in the

complaint. We are also open to discuss the options for fee consideration with her so that we can continue work on this matter. There are many options available to resolve the outstanding balances due the IRS and Pennsylvania and we request that [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with her case. If any additional information is required, please contact our office directly.

If you require any further information, please contact our office. Thank you for your time and assistance with this matter.

Sincerely,

Director of Public Relations

Review: I contacted Wall & Associates in January 2014 after watching a television commercial about their services. They claimed that they could help resolve tax issues with the IRS. My initial consultation was with someone (by phone) who claimed to be a lawyer (I am not sure if he was or not). After explaining my situation to this person, he informed me that this would be a simple matter to resolve and could probably be done so within two to four months, that was 10 months ago and I have no clue if they are any closer to resolving this issue or not. In the meantime I have paid out over $4000.00 for what seems to me like NOTHING. I was told that I would be kept up to date on a regular basis, but, they never call me except when its time to send my $350.00 a month payment. I was told several months back (after I called them to check on my status) that I did not owe the IRS anything and the tax returns in question should never even been an issue. My tax liability stemmed from a small business that I owned and operated for five years . I closed the business at the end of December 2006 . I filed my final tax return and indicated on the return that this was my last return because I closed the business and had no further income. In December 2013 I was informed by the IRS that I had failed to file my returns for the years indicated above. I contacted my CPA who did not understand why they wanted me to file returns for those years but said better safe than sorry. So I filed the $0.00 amount returns as requested by the IRS. After filing the returns the IRS said that I owed late penalties for not filing those returns when required. I wanted to state the simplicity of the problem I was having with the IRS when I contacted Wall & Associates. This issue really should have been taken care of within the time frame I was led to believe, which was two to four months.Desired Settlement: I would like Wall & Associates to do what they said that they would. I would like this matter either resolved (with further payment on my part) or I would like to be told that they cannot resolve the problem and let me try to resolve it myself directly with the IRS. I also believe that I should not have been required to pay any additional monthly payments after Wall & Associates found out the very small amount of work that would be required on this case. I would like to be reimburse for five months of service in which nothing has been done. ( 5 x 350 = $1750.00).

Business

Response:

Dear Ms. [redacted],

We are writing in timely response to the above referenced complaint received on

October 24, 2014 (copy enclosed). Mr. [redacted] sought out and hired our services to assist

him in resolving tax matters in January 2014. We are sorry to hear that Mr. [redacted] is

concerned with his case and hope that this response will ease his concerns and frustrations

as well as give him the peace of mind that our company has been aggressively working on

resolving his tax matters.

Upon receipt of Mr. [redacted]’s case on January 30, 2014 Power of Attorney forms

were immediately filed with the Internal Revenue Service. We spoke with Mr. [redacted] that

day, verified some of contact information, and scheduled a conference call with him for

February 10, 2014 at 3:00 p.m. EST. We then spoke with the IRS Automated Collections

Department and were informed there were outstanding liabilities of approximately

$8,044.07 for tax years 2008, 2009, 2010, 2011, and 2012. These liabilities were assessed

against a previous business Mr. [redacted] had, [redacted]. DBA [redacted]. We were granted a thirty day hold on this account from collection action by the IRS

and requested account transcripts to verify all the information provided to us. We spoke

with Mr. [redacted] later that day and discussed some notices he had previously received from

the IRS, and requested that he fax us copies. We subsequently received faxed copies from

Mr. [redacted] and one of the notices had a deadline to respond to of March 29, 2014. A letter

was mailed to Mr. [redacted] a letter listing our contact information for his records that same

day.

We spoke with Mr. [redacted] on February 4, 2014 and he requested to reschedule the

conference call to February 13, 2014 at 3:00 p.m. EST. We also sent Mr. [redacted] a letter that

day confirming the change in date and time for the conference call, requesting some

additional information, and additional Power of Attorney forms for his signature. On

February 7, 2014, Mr. [redacted] E-mailed us copies of his returns and the additional Power of

Attorney forms signed, we replied confirming receipt of these documents. We spoke with

Mr. [redacted] on February 14, 2014 and rescheduled the conference call to February 17, 2014

at 2:30 p.m. EST due to inclement weather closing our office unexpectedly on February

13, 2014.

On February 17, 2014, we held the scheduled conference call with Mr. [redacted] and

discussed the outstanding business liabilities with the IRS. We discussed that Mr. [redacted]’s

Certified Public Accountant had instructed him to file form 1120, U.S. Corporation Income

Tax Return for tax years 2007, 2008, 2009, 2010, 2011, and 2012 although the business

had closed in tax year 2006. Filing of these returns, although there was no tax due on the

returns, caused the IRS to assess penalties and interest for late filings. We discussed with

Mr. [redacted] how we planned to work with the IRS to get this corrected, that we believed the

IRS needed to remove all outstanding liabilities showing for [redacted] Services Inc. DBA

[redacted] Care as the business was never open during the tax years in question.

We also discussed that there was no requirement to file the returns if the business was

closed in 2006. We informed Mr. [redacted] of the detailed plan to resolve the outstanding

business liabilities showing for tax years 2008-2012 based on the business being closed

since 2006. If the IRS would not accept this then there were other avenues which could be

pursued like penalty abatement.

On March 3, 2014, we spoke with Mr. [redacted] and confirmed we received a notice

he faxed to us. We discussed that the notice was from the IRS, and asking that they be

allowed more time to review the case and situation.

On March 14, 2014, we spoke with IRS automated collections service and

discussed that the outstanding business liabilities showing on tax years 2008-2012 needed

to be removed as the returns were filed from poor advice from a CPA and the business had

been closed since 2006. The IRS advised us to mail a letter explaining our request and

provided our office with the mailing address to send it to. We prepared a written request

to have all the outstanding liabilities be removed and mailed to the IRS with copies of the

business tax returns that Mr. [redacted] previously provided us for tax years 2006-2012.

We spoke with Mr. [redacted] on March 14, 2014 and discussed our conversation with

IRS automated collection services as well as submitting a written request to remove the

outstanding business liabilities. We discussed that we would be following up on this with

the IRS. On March 27, 2014, we submitted an appeal to the IRS in response to the notice

the IRS issued on January 29, 2014 regarding a denial of abatement for tax year 2009. This

request for abatement was previously submitted by Mr. [redacted]’s CPA. We mailed Mr. [redacted]

a copy of the letter submitted to the IRS for his reference.

We received copies of IRS notices on April 7, 2014 stating the Power of Attorney

forms previously submitted to the IRS had not been processed. We assured we had correct

Power of Attorney forms and we would not lose our ability to speak with the IRS on Mr.

[redacted]’s behalf. On April 30, 2014, we spoke with IRS automated collections service and

requested a status update on the letter we submitted to the IRS previously. We were

informed that the letter was received and in queue to be reviewed. We also confirmed there

was a hold on the account from any collection action.

We spoke with Mr. [redacted] on April 30, 2014 and discussed that the IRS still was

processing the request to remove the outstanding business liabilities. We also discussed

with Mr. [redacted] the notices he had been receiving regarding the Power of Attorney forms.

We assured him we had not lost the ability to speak with the IRS on his behalf, but we

could send him updated Power of Attorney forms for signature. On May 9, 2014, we

mailed Mr. [redacted] updated IRS Power of Attorney forms for signature.

On May 16, 2014, we submitted an appeal for abatement denial of tax year 2011 to

the IRS in response to a previously received notice. On May 22, 2014, the updated IRS

Power of Attorney forms Mr. [redacted] sent back to our office were faxed to the IRS

Centralized Authorization File for processing. We spoke with Mr. [redacted] on May 29, 2014

and discussed that the IRS was still reviewing our request to have the outstanding business

liabilities removed as well as the appeals we submitted for the denial of abatement for tax

years 2009 and 2011. We discussed with Mr. [redacted] his concerns on the length of his case

and that when dealing with the IRS there are no guarantees on time frames.

We attempted to contact Mr. [redacted] on June 30, 2014 and unfortunately were not

able to reach him. A letter was mailed to Mr. [redacted] that provided him with an update on

the pending abatement appeals. On July 2, 2014, Mr. [redacted]’s account was placed on a nonworking

status due to payment discrepancies with our accounting department.

We spoke with Mr. [redacted] on August 11, 2014 and discussed the non-working status

of the account. Mr. [redacted] was frustrated with the length of his case and we discussed with

him that we were still in negotiations with the IRS regarding correcting the outstanding

liabilities and that we could not make a guarantees on when it would be done. We discussed

we wanted to continue working on Mr. [redacted]’s account, but any payment discrepancies

would need to be taken care of first. A plan of action moving forward if Mr. [redacted]’s

account became active was discussed as we planned to file IRS Form 911, Request for

Taxpayer Advocate Service Assistance. Mr. [redacted] was then transferred to our accounting

department after this discussion.

We were able to resume work on Mr. [redacted]’s case on August 12, 2014 and a form

911, Request for Taxpayer Advocate Service Assistance was subsequently filed with the

IRS. On August 19, 2014, we spoke with IRS Taxpayer Advocate [redacted] and she

discussed her review of the case and showed it should be assigned in the IRS Appeals

Department. She informed us she would be tracking down the case to get the status of it

being assigned in the IRS Appeals Department. We also were informed the account was

on hold from any collection action.

We spoke with Mr. [redacted] on August 22, 2014 and discussed what we had learned

from Taxpayer Advocate Representative, Ms. [redacted]. We explained to Mr. [redacted] that we

were not sure what previously happened with the appeal; however, currently, there was a

representative who was making sure it moved forward appropriately.

We attempted to contact Ms. [redacted] with Taxpayer Advocate on August 29, 2014

for an update and were not able to reach her. We spoke with Mr. [redacted] that day and

informed him we would continue following up with Ms. [redacted] on the case and notify him

if we have any updates. A follow-up letter was mailed to Mr. [redacted] that day as well.

We spoke with Ms. [redacted] on September 10, 2014, and she informed us she was

working to get the case assigned in the IRS Appeals Department as soon as possible. We

attempted to contact Mr. [redacted] that day and unfortunately were not able to reach him. We

sent him a letter requesting contact when he was available. We spoke with Mr. [redacted] on

September 11, 2014 and discussed the update Ms. [redacted] had provided. We asked Mr.

[redacted] to contact us should he receive any notices from the IRS Appeals Department and he

said he would. Mr. [redacted] did again express concerns he had with the length of the case and

we discussed that we were doing everything we could to move the IRS forward to correct

the outstanding business liabilities as soon as possible.

On October 27, 2014, we spoke with Ms. [redacted] at length about the case and the

urgency to get the outstanding business liabilities removed. We aggressively expressed the

frustration we were having with the IRS not accepting fact that the tax years with

outstanding liabilities were stemming from returns that were not required to be filed at all.

Ms. [redacted] explained she was doing what she could to get the case assigned in the IRS

Appeals Department as quickly as possible and that was where the case needed to be. She

did inform us that the case was with the IRS Appeals Department in [redacted] and

waiting assignment to a Settlement Officer. We requested a number to a manager in the

IRS Appeals Department in [redacted] and were only provided with a general office

number. We contacted the IRS Appeals Department in [redacted] and left a message

requesting a return call as soon as possible.

We attempted to contact Mr. [redacted] on October 28, 2014 to provide him with a

detailed update and unfortunately were not able to reach him. We then mailed him a letter

discussing his case and requesting a call when he was available.

We understand the frustration Mr. [redacted] is having with the processing of his case

and the timeframe. It is unfortunate that he received improper advice from his CPA in

regards to the filing or returns for the business that were not actually required. We are

doing all things necessary in order to expeditiously resolve Mr. [redacted]’s matter and will

continue to push the IRS to make an educated review of the case file and remove the

balances due.

Mr. [redacted]’s complaint seems to portray that our office acted inappropriately on his

behalf by advising him to file returns that were not required to be filed. Please be aware

that this is not the case. Mr. [redacted]’s CPA that he hired (prior to coming to our office for

tax help) filed those tax returns. Our office found the problem of erroneous returns on file

and we have only been trying to correct that issue with the IRS. We never advised Mr.

[redacted] or his CPA to file those returns. The returns were prepared and filed long before Mr.

[redacted] became a client of Wall & Associates.

Mr. [redacted] states as well that only a small amount of work was required on his case,

which is not correct. As we have demonstrated in this letter, it may seem like a small task

to accomplish, but working with the IRS to have corrections made on tax debts requires

persistence and knowledge. We are making all attempts possible to have the matter

resolved effectively and to the best benefit of Mr. [redacted].

We would like to move forward with the resolution of Mr. [redacted]’s case as there is

still work to be completed to resolve his tax matters. We would be glad to discuss his case

further and the work that was performed on his behalf. We have worked very hard on this

case and there is still work to be done towards resolving the matter. In a good faith effort

to resolve this dispute, we will offer 3 free months of service to Mr. [redacted] and waive the

October 2014, November 2014 and December 2014 fees if he wishes to continue service.

This is a conditional fee waiver and Mr. [redacted] must resume regular payments to our office

beginning in January 2015 if there is further work to complete at that time.

If you require any further information, please contact our office. Thank you for

your time and assistance with this matter.

Sincerely,

Consumer

Response:

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

Regards,

I would thoroughly recommend Wall & Associates Inc. to resolve your tax issues.From day one they have exhibited the expertise,resolve and perseverance that is needed to deal with the massive bureaucracy that is the IRS. For me personally the results that they achieved in resolving my NYS tax matter has alleviated a very stressful situation.The results was nothing short of a miracle.

Review: I came to the company in 2011 to get assistance to resolve a tax lien to [redacted] for 2004-2010. I was promised it will take about a year, they will work to reduce my tax liability and I will pay total all together for their service and [redacted] debt no more than $10 000. Now it s a middle of 2014, my problem is still outstanding( they submitted only once the offer of compromise, which were rejected), I paid them for services already more than $17 000 and my tax liability increased from $52876.51 to $95215.37 due penalties and interests. I am current with my taxes since 2011, but I have been waiting to resolve my liability for 2004-2010 by this company.Desired Settlement: I would like to receive back majority of paid money due not fulfilling their promises and obligations.

Business

Response:

Dear Ms. [redacted], We are writing in response to the complaintfiled by Mr. [redacted]. We worked as quickly as possible on Mr. [redacted]’s caseupon receipt. We work to resolve client cases swiftly, but to expect a longstanding [redacted] problem to be completely fixed and handled in 1 year isunreasonable when while during the case the [redacted] is continuing to assessadditional taxes against him for unreported income on the tax returns. Ourcontract that all clients sign clearly states that guaranteed results,including a timeframe of when the problem will be fixed, cannot be promised orprovided. Upon receipt of the case on September 28, 2011, the case teamimmediately contacted to Mr. [redacted] that day to notify him of ourrepresentation and scheduled a conference call for October 12, 2011. An initialletter was then sent which introduced the team that would be working with Mr.[redacted], and requested current financial documents to begin evaluatingpotential resolutions for Mr. [redacted]’s case. When we contacted the [redacted] onSeptember 30, 2011, we were informed of outstanding balances for tax form 1040for the 2004 through 2009 tax years, totaling approximately $52,826.51. We alsolearned that the [redacted] prepared Substitute for Returns (SFRs) for years 2005through 2007 because Mr. [redacted] had not filed returns for those years.Lastly, the [redacted] did not have record of Mr. [redacted]’s 2010 Form 1040 being on file,which was past due. We were informed that Mr. [redacted] account was notcurrently in collections, but was pending assignment to a Revenue Officer. OnOctober 12, 2011, the case team contacted Mr. [redacted] for our scheduled call,but had to leave Mr. [redacted] a message. Voicemails were subsequently left forMr. [redacted] on October 13, 2011; October 17, 2011; and October 18, 2011. Mr.[redacted] finally returned our call on October 18, 2011, and we agreed to holdthe conference call the following day. During this conference call, wediscussed the SFRs, and Mr. [redacted] stated that he would obtain copies ofthose returns from his tax preparer. Mr. [redacted] also confirmed he wouldprepare his 2010 tax returns. We also advised Mr. [redacted] that he is requiredto make Estimated Tax Payments to the [redacted] and state throughout the year due tohis type of income. On November 7, 2011, we received copies off Mr. [redacted]’s2006–2009 state tax returns and several requested financial documents. Werequested further financial information from Mr. [redacted], as well as furthertax returns from him to file with [redacted]. Mr. [redacted]’s 2006–2009 Rhode IslandIncome Tax Returns were submitted to the state for processing on November 21,2011. On December 8, 2011, Mr. [redacted] contacted our office and requested wemake a referral to our sister company, [redacted], to prepare the 2010tax returns; however, Mr. [redacted] did not ultimately employ their services tocomplete the remaining unfiled returns. From January 2012 through April 2012 wespoke more than once with Mr. [redacted] about the case. Tax returns were stillnot all filed and we reminded him of this matter. We also continued to advisehim on regular [redacted] Estimated Tax Payments, and the financial information westill needed from him. We did receive an Estimated Payment from him in April2012 which we submitted to the [redacted]. We also obtained a temporary collectionhold on Mr. [redacted]’s account with the [redacted]. We then received his 2011 returnon June 13, 2012. During June 2012, we reviewed and finalized the necessary [redacted]forms to submit an Offer in Compromise. Those forms were then sent to Mr.[redacted] for his review and signature. We received them back from him inmid-July 2012. After a final review and approval we submitted the Offer to the[redacted] on July 25, 2012 and sent Mr. [redacted] a copy for his records. Throughoutthe following months we kept insuring that Mr. [redacted]’s Estimated TaxPayments were submitted properly to the [redacted], and we continued work with theState of Rhode Island. We also addressed matters with the [redacted] claiming(incorrectly) that the 2011 return was not filed, and continued pursuit of theOffer in Compromise to expedite that matter. On December 11, 2012, we receivedcontact from [redacted] Offer Examiner [redacted] to notify us she was assigned tothe case. She informed us of further financial information she needed. She alsobrought questions regarding the 2010 and 2011 tax returns and stated that dueto issues she found on the returns she had sent to them to the [redacted] AuditDepartment. She provided a deadline of January 7, 2013, to provide theaforementioned financial information, and address the inaccuracies with the2010 and 2011 tax returns. We immediately talked with Mr. [redacted] about thisand he agreed there were some discrepancies on the tax returns mentioned. Weinformed Mr. [redacted] that this would have an impact on the Offer in Compromiseand asked that he notify us immediately of any correspondence from the [redacted]about the returns. We would need to address this in order to continue with theanalysis of the Offer in Compromise. A follow up letter was subsequently mailedand emailed to Mr. [redacted] that outlined what we needed and advised of theJanuary 7, 2013 deadline. We next spoke to Mr. [redacted] on January 4, 2013. Wehad received the financial documentation for the Offer in Compromise, but didnot have anything regarding the tax return information. He also explained thathis accountant would be preparing a 2012 Profit & Loss statement, and Mr.[redacted] had an appointment with him on January 10, 2013. We explained thatthis was past the Offer Examiner’s deadline, but we would call her and see ifshe would grant any additional time. We then spoke to Offer Examiner Goetz, andshe allowed additional time to provide the Profit & Loss Statement, butasked that we send any information we had to her by the original January 7,2013 deadline. We sent Mr. [redacted]’s partial financial information to her onthat date. On January 15, 2013, we spoke with Mr. [redacted] and his accountantdid not have the information finalized as of yet. Mr. [redacted] sent an email tothe case team the following day which included additional financial informationand a rough estimate of income and expenses from the accountant. We received aphone call from Offer Examiner Goetz on January 24, 2013 to discuss the Offerin Compromise. She received the additional information we had sent but couldnot accept the Profit & Loss estimate the CPA provided, as it did notspecifically detail what Mr. [redacted]’s expenses were. Further, she needed paystubsfor Mr. [redacted]’s wife. We contacted Mr. [redacted] and left a message tocontact us as soon as possible. Also, a follow up email was sent to Mr.[redacted] called again that day and said Mr. [redacted] would need tosign the [redacted] Notice CP2000, Summary of Proposed Changes, for 2010 and 2011 inorder to include those assessments in the Offer in Compromise, otherwise theOffer in Compromise would be returned. She set a final deadline of January 31,2013 to provide the complete Profit & Loss, paystubs, and the signedCP2000s for 2010 and 2011 or the Offer in Compromise would be rejected. On thedue date, we had all the necessary information except a completed Profit &Loss Statement. All of the items we had received were faxed to [redacted]. TheOffer was ultimately rejected, but we appealed that decision with the [redacted].Throughout the February and March 2013 our office maintained communication withthe [redacted] Offer in Compromise unit on the Appeals department receiving the fileand with Mr. [redacted] regarding his case status. On April 15, 2013, we receivedthe [redacted] letter dated March 26, 2013 which closed the Offer in Compromise andAppeal. After multiple attempts, we finally spoke to Appeals Officer [redacted] on April 24, 2013. We discussed the Offer in Compromise and why it wasclosed when we had not received contact from her. She stated that she wouldreconsider the Offer in Compromise and scheduled a hearing with us for May 14,2013, at 11:30 pm ET. We immediately contacted Mr. [redacted] to provide him thedetails of our conversation with the Appeals Officer. He stated that he hadfiled the 2012 tax return but owed approximately $31,000 on that return and didnot pay the balance due. He did intend to make a $20,000 payment towards thebalance and stated he would pay the remainder soon after. We explained that inorder for the Offer in Compromise to be considered, he could not accrue anotherbalance for 2012. Thus, in order for Appeals to consider accepting our Offer inthe follow up hearing on May 14th, he would need to immediately pay theoutstanding balance and make an Estimated Tax Payment of approximately $7,750for the f[redacted]t quarter of 2013. A follow up letter was mailed to Mr. [redacted] onApril 30, 2013 which detailed the requirements for our upcoming hearing, andasked that he provide proof of the 2012 payoff and f[redacted]t quarter ETP for 2013by May 13, 2013. On May 9, 2013, we had not heard from Mr. [redacted] and so weplaced a call to him which went straight to voicemail. We sent an email tofollow up and asked that Mr. [redacted] contact us in preparation for theupcoming hearing for his Offer in Compromise. We did not hear back from himprior to the hearing. On May 14, 2013, we held the conference with [redacted]She granted another extension until May 20, 2013 to provide her the additionalinformation we had not yet received from Mr. [redacted], and we were to follow upwith her again on May 21, 2013. We contacted Mr. [redacted] that day andexplained the update. When we spoke to Ms. [redacted] on May 21st, we still did nothave all information from the client and she was not willing to allowadditional time to provide it. The balance due on the 2013 tax return had alsonot been paid. Therefore, she rejected the Offer. As an alternative she agreedto establish a payment plan of $1,000 per month and stated she would issue theNotice of Determination. We updated Mr. [redacted] on this matter soon after inMay 2013. During June 2013, July 2013, and August 2013, we planned for how bestto resolve the case moving forward since the [redacted] had rejected the f[redacted]t Offerin Compromise. We were finally able to speak to Mr. [redacted]’s CPA, [redacted] on September 20, 2013 regarding Mr. [redacted]’s case. We explained thereasoning for the rejected Offer to him and the expectations for Mr. [redacted]and his taxes moving forward. We also discussed the case plan of submitting anew Offer to the [redacted]. On October 29, 2013, we spoke with Mr. [redacted], and wereinformed that he would be out of the country until February 2014. At that time,we agreed to email Mr. [redacted] the updated and completed Offer in Compromisedocuments for him review and signature. We continued to update his financialstatement in preparation to send a new Offer to the [redacted]. On December 11, 2013,we received an [redacted] notice regarding additional tax assessments on the 2012 taxreturn due to unreported income. A letter was sent to Mr. [redacted] on December31, 2013 to remind him to make the final Estimated Tax Payment for 2013 byJanuary 15, 2014. Further, we contacted Mr. [redacted] on February 28, 2014 tofollow up with him regarding case, but had to leave a message. We spoke to Mr.[redacted] on March 12, 2014, and he explained that he and Wendy were divorcingand had filed separate returns in 2012, and would again be filing separately in2013. Mr. [redacted] advised us of an upcoming appointment with his CPA tocomplete the 2013 taxes. We spoke on April 4, 2014, and Mr. [redacted] informedus he would be paying his 2013 tax balance in full. We requested that Mr.[redacted] send us a copy of this return, which was received via email on May 15,2014. Although we were aware of Mr. [redacted]’s separation, we did stillrepresent [redacted] for her 2010 and 2011 joint liabilities with Mr.[redacted], and as we had no contact information for her, we sent thiscorrespondence to Mr. [redacted]. On May 30, 2014, Mr. [redacted] contacted ouroffice with several concerns regarding the case. We addressed those issuesappropriately and clarified some confusion that he had. We further discussed EstimatedTax Payments and how this is required for any resolution to be accepted. Asenior member of Mr. [redacted]’s case team then followed up with him and sent acopy of the updated financial statement that we had completed for him. Weexplained that some information still needed to be updated. We received anemail from Mr. [redacted] on June 2, 2014, listing more concerns with his case.We immediately forwarded Mr. [redacted]’s concerns to our Client Services Groupto assist in resolving the issues. A member of our upper management team alsospoke with Mr. [redacted] directly in attempts to resolve his concerns. Thereasoning as to when Offers can be submitted and how taxpayers must staycurrent with tax payments was explained. We also offered to provide Mr. [redacted]with fee consideration and assign his case to a different case team in attemptsto improve his issue with communication. Mr. [redacted] denied these offers andstated his decision to terminate our services. In a good faith effort we didoffer Mr. [redacted] a refund of $1,000 to resolve his concerns. We offered thisonly in good faith and not as an admission of liability to Mr. [redacted].However, he denied this offer as well. Mr. [redacted] has a serious, longstanding tax matter that needs attention and resolution. We realize the processis frustrating to our clients and anyone with a tax matter. We would like tocontinue to work Mr. [redacted]’s case and are still open to discussion of feeconsideration in order to do so. He can contact our office directly so that wecan rectify this matter and then resume work immediately. Thank you for yourtime and consideration of this matter. Please contact us if further informationis needed.

Consumer

Response:

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.I actually attempted to resolve my concerns before I submitted the complaint with Revdex.com. I asked for the summary before and they just sent the same letter with a little modification at the beginning and the end. I am not complaining about that they haven't worked on my case at all. My complaint based on billing issue. If you analyze their summary of work there are big laps between most actions performed. I understand that dealing with a long standing [redacted] problem take a time, but this company took their time months and even years without actions, but continue charging me for their services. I will bring more details below.I read their letter and I learned about my situation from their summary more than from all our previous communications. Here are details about our interactions:I hope the period from sept 2011 to June 2012 was reasonable to finalize the necessary [redacted] forms to submit an Offer of Compromise. In December 2012 [redacted] assigned Officer Examiner and Wall and associates contacted me to follow up. In January 2013 my accountant failed to provide additional financial information and I was assessed with additional taxes for unreported income of my wife who received unemployment income and I didn't know about. She just hided this fact and I couldn't get requested pays tabs from her. I have very busy season between January to August where I am out constantly in the ocean with no connection with world. The only way they tried to contact me this period were voicemails, and tell the truth I was outside of any communications and I had no idea what is going on. In April 2013 in our over phone conversation I told them about my tax return for 2012 and we agreed I will send them paper return for 2012 and they will send it to [redacted]. I promised to make a payment as soon as possible. In fact when I called to [redacted] in May 2014, because I couldn't get any clear respond about my case from my representatives, I found out that the [redacted] don't have my 2012 return on file but they received payment of$31000 from me. Now from their summary I don't see if they received it or not. If they never received it then they never let me know, because they are representing me and its a lot of information about my filing and financial situation. In May 2013 I received a letter from [redacted] about rejected offer. I tried to reach out the office in June - July 2013 and find out details of my situation, but all I was ensured that they are working on my case. I asked my accountant to contact the office to find out more because I didn't know where we are and what is the next step. Finally they got in touch in September and ensured my CPA that they are getting ready for submitting a new Offer. They wrote that they have been preparing the New OffEr of Compromise, which should be based on my financial liabilities, but I was never asked any additional information about my financial situation. They received tax assessment on the 2012due unreported income which belong to my exwife and we filed separately. I told them I will be out of the country from Nov 2013 to Feb 2014 and they had my email if they need anything. I heard nothing. In March 2014 When I came back and got in touch with them, they requested some information. I mailed them a copy of my 2013 return and signed requested forms extending Power of Attorney. In April 2014 I got a letter from [redacted] returning Power of Attorney forms informing that they do not match to their record. I called to the office right away and sent them a scan of forms through email. Again they promised to check them and get back to me. It turned to silence. During 2013 I sent a few emails trying to contact them to find out what the company do to resolve my case. It seemed they just forgot about me. I couldn't wait anymore. I called to [redacted] to find out my status and I learned that they didn't have 2012 return on file, but they had the full payment received. Then they had no information that Wall and Associate represents me and my tax balance for 2004-2010 increased from 52k to 95k due interest and penalties and [redacted] prepare to apply a tax garnishment over my income. On May 30, 2014 I contacted the office with following concerns:1. It was over a year since the previous Offer of Compromise was rejected.2.we had a barely a few contacts described above.They were not able to provide any information on what they do right now for me. I requested the summary of work. 3. They continued charging me monthly $425 and I realized that they charged me already around $17000. I wanted them billing information about charges. They sent me in a day or two the draft of offer of Compromise and the note to call on June 2, 2014 to follow up with missing information, but they never called on this date. They asked for 10-14 days to make up summary and to resolve my concerns through Client Service Group and offered a refund of $1000 in a good faith effort. Overall:In 2011 I wanted to build my relationship with [redacted], I wanted to pay my current taxes and pay off my debt for period 2004-2010. I was afraid and unexperienced to deal with [redacted], that's why I hired Wall and Associate inc who contacted me through a mail. I took them seriously and rely on their expertise in tax representing services.Results:1. They prolong the process for three years2. Charged me continuation fees for period when they haven't provide any service3. Provide poor communication through the process Wall and Associates inc stopped working on my case after May 2013 when they attempted to extend hearing for the offer. Let me know if I can bring more evidence of that. They shouldn't charge me for the period May 2013-May 2014. They need to return money back for this period $5525 (425*13 months). Then it will make my payments for their performed services around $12000(17,5k-5.5k). I would like a compensation another $2000 for prolonging the process for another year unreasonably, which occur higher liability to [redacted] due penalty and interest. Please let me know if I can provide any other information.Thank you.

Regards,

Business

Response:

Dear Ms. [redacted], We are writing in response to the rebuttalfiled by Mr. [redacted] On July 16, 2014. We are sorry that Mr. [redacted]disagrees with the work that we have completed for him and the reasoning as towhy his case is not yet resolved. Again, adding more balances due to the [redacted]when trying to resolve the outstanding matters already does not fare well with[redacted] review. In fact, if an Offer in Compromise is pending with the [redacted] and ataxpayer files a tax return that has a balance due on it but not paid, the [redacted]will most likely immediately reject that Offer. Furthermore, once the [redacted] doesaccept an Offer in Compromise, the taxpayer must then file and pay all taxesdue on time for the next five years. Not following that compliance requirementcan default the Offer and the original balances are then reassessed againstthat taxpayer. At this time, we have been unable to resolve the concernsdirectly with Mr. [redacted]. We offered him more than one remedy to resolve hisconcerns and complaints with our office. We did this in good faith to help acustomer and keep good customer relations. Unfortunately, our attempts were notaccepted by Mr. [redacted]. Mr. [redacted] is in default of his Agreement with ourcompany. This default occurred before he filed this complaint. Currently, wehave a pending litigation case against Mr. [redacted] for default of theAgreement. Since this matter with our client has now reached legal status, weasked that his case be closed with the Revdex.com as we seek otherremedies to resolve it.If you have further questions regarding this case,please feel free to contact our office. Thank you for your time andconsideration of this matter. Sincerely, Wall & Associates, Inc

Consumer

Response:

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,

Business

Response:

Dear Ms. [redacted], We are writing in response to your requestfor further information on the above referenced case. We reviewed our clientnotes on the case and summarized them in our previous response. We have nowcompleted a case detail log for your review. This log contains all communicationbetween our office and the taxing authorities as well as the work involved onMr. [redacted]’s case. It also parallels the case events with the documentationyou requested regarding Mr. [redacted]’s case. Please refer to the case detaillog as the entries will indicate which exhibit attached contains thecorrespondence mentioned. We realize the information attached to this letter islengthy and may not be feasible to review in electronic format. We are alsosending a full copy of this package to your office via [redacted] for delivery byMonday August 18, 2014. We hope this letter and the attached correspondencehelps to clarify the matter and provides you with the information you areseeking. If any of this information may be more easily discussed during a phoneconversation, we are open to that method of communication. Thank you for yourtime and assistance with this matter. Sincerely,[redacted]

Consumer

Response:

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.

Hello Ms. [redacted],

Review: In March of this year, I received a notice from state of NC claiming IRS had reported $90,000 of unreported income to them and wanted me to file income return for year 2010 and remit with payment of $14,000, whether or not I believed I owed it. I had not filed on advice that, for several years, all my income was under thresholds for filing. Almost all was non-taxable. But, faced with this, I chose Wall & Associates, after a web search, and met with their representative, Keith [redacted], who, for nearly one hour, reviewed his speculations of what had happened, what could be my risk, and told me he would take my case for an up-front payment of $10,000 and $400, per month, until it was resolved, estimated 6-9 months, starting payments on third month. Then, after extensive efforts to learn about my budget and ability to pay anticipated negotiated IRS settlement, they referred me with necessary disclaimers to an accounting firm to figure my taxes. Despite all their care, it was clear they shared a hallway in a building somewhere. In time, the accounting firm prepared six years of tax returns and confirmed my "tax" problem, total costs, at $27 owed to NC for one year. By that time, I'd paid in at least $11,200. Accountant suggested I ask for Wall's "customer service" and that woman, [redacted] somebody, very professional, understood. Would have answer or update for me by that Thursday. That was around three months go. She has continued, early with positive attitude and professional comportment, to suggest that a refund was due and around the corner. just had to confirm my returns were done correctly, etc. Increasingly, she's not returned calls, now doesn't answer my calls or return my messages. Feel I should call a lawyer although, probably, there's some fine print in something I signed. Can they charge and keep fees for services not-provided, under Federal law? At most, they filed, maybe, forms with IRS and state to slow them down and let them handle it.Desired Settlement: Refund of, at least, $10,000 of the, $11,200 or more paid in for "tax resolution services" that were not needed, at all, after all.

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. We had previously attempted to resolve Mr. [redacted]’s concerns

internally. Most recently, we came to a mutual agreement with him on a partial

refund amount. Mr. [redacted] accepted this amount verbally during a

conversation with our Client Services Manager. However, after receiving our

refund agreement for review, Mr. [redacted] then rejected the refund offer.

Below you will find a summary of the actions completed since receipt of the

case for administrative tax resolution. [redacted] S. [redacted] and Linda [redacted]

sought and obtained administrative tax representation services from Wall &

Associates, Inc. in connection with outstanding tax matters with the Internal

Revenue Service (IRS) and North Carolina Department of Revenue. Mr. & Mrs.

[redacted] hired our office on April 17, 2015, and we began working on their case

immediately. We performed a thorough review of Mr. & Mrs. [redacted]’s tax

situation per the information Mr. [redacted] had provided during his initial

meeting with our staff member. When Mr. [redacted] first contacted our office,

he reported that he believe he owed $123,533 to the IRS. He had not filed 2006

through 2013 tax returns and he also had a balance due of $14,533 to the State

of North Carolina. The state had set a deadline of April 25, 2015 to pay the

balance in full. Due to the varying factors with the case, and the level of

difficulty, we assigned the case strategically to one of our top case teams who

frequently work higher level cases. The case team called Mr. [redacted] the same

day his case was assigned to begin work. We discussed his case in detail and

scheduled a follow-up call with Mr. [redacted] for May 5, 2015 to discuss the

details of his matter and our initial plan to move forward towards a resolution

of his taxes. Our office then sent Mr. & Mrs. [redacted] a letter reminding

him of the scheduled call. Later that day, we filed Power of Attorney (POA)

forms to the Central Authorization File (CAF) Unit of the IRS. We also mailed

an introductory letter to Mr. & Mrs. [redacted] to explain certain aspects

of the resolution process with the taxing authorities, as well as another

letter requesting the financial information that we needed to begin working

towards resolving his matter as a whole. Additionally, our office contacted the

IRS’s [redacted] (ACS) regarding Mr. [redacted]’s tax

account. The IRS representative informed our office that Form 1040 for the

2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013 and 2014 tax years were shown as

being unfiled. We then requested copies of IRS Account Transcripts and Wage and

Income Transcripts for the years in question. The Wage and Income Transcripts

from IRS could then be used to prepare the tax returns. On April 24, 2015, we

received a call from Mr. [redacted] and we discussed the status of his tax

matter with him, as well as the additional information that we needed from him.

We mailed a letter to the IRS requesting Mr. & Mrs. [redacted]’s account be

placed in a Currently Not Collectible status to hold off any collection

attempts while we worked with the clients to resolve the matter. We worked to

prepare IRS form 433-A based on all of the information we had received. We then

contacted Mr. [redacted] for our scheduled conference call on May 5, 2015.

During the call, we thoroughly discussed the background of the tax matter with

him. Mr. [redacted] informed us that he did not wish to provide us with the

information needed to finalize Form 433-A. The client also expressed that he

wished to contract with our sister company, [redacted] Tax Service, to assist him

with the preparation of his unfiled tax returns. We then obtained complete

copies of IRS Account Transcripts and Wage and Income Transcripts from the

IRS’s Practitioner E-services. After performing a thorough review of these

records, we phoned Mr. [redacted] and further discussed his tax issue with him.

A follow up letter further explaining Mr. & Mrs. [redacted]’s tax

requirement was then sent. Our office also prepared and submitted a referral to

[redacted] Tax Service for Mr. [redacted] per his request. The team then continued to

work with [redacted] Tax Service to provide them all the necessary information and

research needed to accurately complete Mr. [redacted]’s tax returns. On May 14,

2015, our office received a telephone call from Mr. [redacted] and we further

discussed his tax case with him. We then sent a request to [redacted] Tax Service to

contact Mr. [redacted] to further address the questions he had for them

regarding the preparation of his tax returns. We again discussed Mr. [redacted]

tax case with him on May 20, 2015 and May 26, 2015. During our conversation on

May 26, 2015, Mr. [redacted] informed us that he believed the IRS tax records

for his Social Security Number were not correct and we further discussed this

issue with him. On June 2, 2015, we received a call from Mr. [redacted] and we

discussed the status of his tax returns with him. Later that month, we phoned

Mr. [redacted] and further discussed the status of his tax case and status of

the preparation of the tax returns with him. Upon receipt of the signed North

Carolina Power of Attorney forms, we filed them with the tax authority. We then

contacted the North Carolina Department of Revenue regarding Mr. & Mrs.

[redacted]’s tax account and were informed that the 2010 tax year had a proposed

assessment of $14,590, and that the tax returns for 2006, 2007, 2008, 2009,

2010, 2011, 2012, 2013 and 2014 were unfiled. In addition, the agent on the

line advised us that there was a credit of $2,200 applied to the 2008 tax year.

This information was then forwarded to [redacted] Tax Service to assist them with

the preparation of Mr. [redacted]’s North Carolina tax returns. We further

discussed the status of Mr. [redacted]’s tax case with him on July 6, 2015. On

July 24, 2015, we received a call from Mr. [redacted] and he informed us that he

was requesting a refund of fees paid to our company as he felt that his final

balances due to the tax authorities were much less than what he expected them

to be. The call was forwarded to our Client Services Group to further address

his concerns expressed and the refund request. On July 30, 2015, our office

received and reviewed unsigned copies of IRS and state tax returns for the

2008, 2009, 2010, 2011, 2012, 2013 and 2014 tax years for Mr. [redacted] from

[redacted] Tax Service. [redacted] Tax Service notified us that they had advised Mr. [redacted]

to sign the returns and return them for submission to the IRS. [redacted] Tax

Service received the signed returns from Mr. [redacted] in early September 2015

and submitted them to the IRS for processing. Although we could not resolve

this internally with Mr. [redacted], please know that attempts were made to do

so. Our Client Services Group spoke with Mr. [redacted] on several occasions

regarding his concerns prior to the filing of this complaint. Through their

communication, Mr. [redacted]’s concerns were addressed and a refund was

offered. In addition, we had agreed to remove the August and September 2015

monthly fees for the case. A refund agreement was then emailed to Mr. [redacted]

on September 18, 2015 for his signature so the refund process could proceed. Again,

Mr. [redacted] had agreed to the refund amount. Unfortunately, Mr. [redacted]

emailed our Client Services Group on September 19, 2015 declining the refund

requesting a larger refund amount. Mr. [redacted] sought our help for an

extensive, long-standing tax problem that needed addressed. Due to his

guesstimates of the amounts that would be due to the IRS and North Carolina,

and due to the information he provided us initially, we offered a fair price to

resolve the matter. The case team was planning for an ultimate resolution on

Mr. [redacted]’s case if the returns created a liability he was unable to pay.

Our information gathering, fact-finding, and collection prevention processes

should not go unnoticed and receive no value. These were the benefits that Mr.

[redacted] received from our office. If any additional information is required,

please contact our office directly. 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.

I won't attempt to verify each and every reported contact initiated by them, to me except to say that we were constantly frustrated by the lack of consistent and regular updates, even monthly, as to the service they were providing and progress they were making. I initiated several calls and received rather canned responses, sometimes inconsistent. Almost every one of the first six or eight exchanges only regarded their wish for a "budget" to so they might understand my ability to pay the anticipated large amount due. I signed what seemed to be repetitive or redundant powers of attorney, considering there were, only, the state and the IRS involved.In any case, a key point, here, is their contention that I told them I "believed" I owed $123,533 to the IRS. That is absurd. How could I have any idea what, if any, I might owe to the IRS??? I have been told by my co-trustee for the trust, [redacted], that virtually all the distributions sent to me, each year, were not taxable. A figure similar or identical to that may have been discussed as significant in some other context but nothing to do with any number I thought I might owe in taxes! For that reason, I didn't file returns believing I was under the threshold for having to file. Someone put that figure in my file for a reason and it does not appear honest. Perhaps the salesman was required to indicate an approximate amount the client thought he might owe. Our discussion with Mr. [redacted] revolved around potential causes for an erroneous report from IRS to NC, other possible sources for taxable income, and the awful risks I was facing, in the event I should have a big tax problem, late fees, etc.In any case, if anything, I contended that, when all was straightened out, it should be clear that I'd owe little, if anything with the possible exception, the salesman raised, of the effects of a short sale of a home I still owned in Florida, after having moved to North Carolina. Our discussion mainly focused on how the IRS might have "suspected" I had unreported taxable income of $90,000 and reported that to North Carolina even as I had not heard from the IRS, (and have not, to this day). The collection notices, incidentally, which the salesman said would stop, coming from North Carolina, never did and we received still another, only a few days ago.The agreement we rushed to sign specified a single, upfront payment of $10,000 to be followed by additional monthly sums of $400, starting at the third month and continuing an estimated six to nine months while they slaved to negotiate and resolve my case. Within a couple of months, the accounting firm they referred me to, (not having told me that additional expense was not included in their service), calculated my taxes for the last six years, as advised, determined that my unpaid liability was $27, to the state of North Carolina.After I gave up waiting for a refund offer, at all, with phone calls consistently not being answered and messages no longer being returned, for weeks, I turned to the Revdex.com. The very next day, suddenly I heard from their Customer Service Rep who offered me a totally inadequate figure. She returned, perhaps an hour later, with a much improved but still inadequate figure. I reminded her that, to that date, I still had never received a professional summary of the services they had provided such as I receive from my attorneys, every month. Finally, she returned with a substantial offer and, for some reason, I agreed to accept it. I would have signed their letter, as verbally agreed, if it had not contained the following line, "Although we are contractually entitled to the full amount of the monthly fees earned, we have decided to offer you the aforementioned refund." I had ceased sending still more payments after it was determined that I had no tax problem and their firm was initiating the process to offer me a refund. I heard no effort to collect additional $400 monthly payments. So, on receipt of this confirming letter, I replied that, IF THAT IS THE CASE, I wished to amend my agreement to offer $800, per their description of my contractual obligation. If it is NOT the case, then I will accept the better of the original agreement or my contractual obligation, if better for me. IF this is incorrect, and the contract does not provide me that protection, then I will return to my agreement to accept the $8,800 refund offered to me only days ago, before, they claim, they became aware of my report to the Revdex.com which, in fact, Revdex.com told me was sent to them, electronically, within hours of my making it and days before they claim to have seen it.I am only seeking a fair resolution and not one that has me paying much, if any, exceeding my contractual obligation. On the anticipated occasion of our returning to a fair resolution, I will be happy to do anything I can to be sure future prospective clients of Wall will see that our problem was satisfactorily resolved, quickly and professionally. Indeed, in previous situation, when I heard even the first offer from

Wall, I quickly phoned the Revdex.com asking them to update my file to reflect

that I did receive a quick response, after having filed the complaint,

and trusted we'd come to terms soon. I cannot imagine it would benefit Wall to have a permanent accurate and verified report of a client being forced to pay them well over $10,000 for simple tax representation that turned out to be virtually unneeded. Additionally, I'm aware of the existence of Federal laws, which may apply, regarding the retention of fees for services not provided.

Regards,

Business

Response:

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

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's response is, factually, incorrect in the following ways. Perhaps they, honestly, do not understand and this correction may persuade them to, at least, restore the previously offered settlement.1. The attempt to resolve this matter directly with me was characterized by increasingly scarce answered or returned phone calls over the last several weeks of what I had, originally, understood to be a process that should only last, perhaps, two or three weeks. After responses were drying up, apparently deliberately, I turned to the Revdex.com for assistance in resolving this matter. I HAD NOT RECEIVED ANY RESPONSE OR OFFER AT THE TIME I CONTACTED THE Revdex.com, whose records will confirm that my report to the Revdex.com predated the offer made by Wall. In fact, I had been following up, by phone, with the Revdex.com to confirm the time frame for the Revdex.com to communicate my concern to Wall when they explained it had, already, been conveyed to Wall almost immediately. It was the very next day, after Revdex.com told me that Wall had been informed, that I, finally, after weeks of silence, heard from Wall. I think there is substantial reason to question the sincerity of this line of defense.2. Wall may produce a case summary at no additional expense to me. Along with many dozens, or more, whose experiences with Wall have found their way to the Revdex.com, apparently this is a chronic and unresolved professional failing, on the part of Wall, to keep their clients apprised, regularly, of the progress of their case, weekly, even monthly. It continues to this day. All I would receive was monthly billings for unspecified services and often redundant requests for my budget and certain legal forms I signed repeatedly. My phone calls were answered with fairly canned replies that didn't, always, jive with the previous one. I am not requesting any summary, at this point. I only commented that I never have received such. As I was told, on the phone recently, when requesting a minor favor, "my case file is closed". They would not help me. Their time is, therefore, also up for providing what they did not provide in a timely and appropriate manner. The information should have been provided, as standard and efficient business practice, back in April and May.3. As I detailed, my revised request was based on the words in the settlement agreement, provided by Wall, which characterized my contractual obligation as limited to the monthly payments. Those totaled, per the Wall Customer Service representative, $800. Naturally, I requested a new agreement to reflect a figure in line with my bare minimum contractual obligation as their services were very limited and could not or should not have exceeded, legitimately, $800. I am acutely aware that a very substantial commission must have been paid to the salesman who met us in an executive office rental and rushed us for a check for $10,000, up-front. If my statements about $800 are incorrect, then so, too, is the letter they sent me. I have provided a copy to the Revdex.com. My actions were based on their letter. They have made no effort, directly or through the Revdex.com, to correct or explain the words of their own letter.AGAIN, THE COMPLAINT TO THE Revdex.com PREDATED ANY OFFER FINALLY RECEIVED FROM WALL AND THE REQUEST FOR A REVISED AGREEMENT WAS BASED, SOLELY, ON WORDING IN THE LETTER THEY PROVIDED ME. I ASSUMED THEY MUST BE, LEGALLY, OBLIGATED TO PROVIDE THAT CHARACTERIZATION OF THE TERMS I HAD SIGNED-TO IF THEY WERE TO RECEIVE A MORE GENEROUS PAYMENT.4. At this point, to avoid costs of litigation, I am willing to accept the offer already made, one which came after two previous offers which, I believe, were $5,000 and $7,500. I accepted the $8,800, unaware of the precise minimum obligation until they advised me of it. If Wall will restore the $8,800 offer, I will do whatever is possible to update the permanent, public record at the Revdex.com to reflect that a settlement was agreed-to and, if it is possible, I will refrain from specifying the amount of that settlement. It can remain confidential. Otherwise, as I understand it, the text of my complaint(s) will become part of the public record for people checking with the Revdex.com before paying thousands to this company for promised services.

Regards,

Business

Response:

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

comments received for the above referenced complaint received on October 14,

2015. Again, we did attempt to resolve this matter directly with Mr. [redacted]

upon receiving notice of the Revdex.com complaint. We worked out an agreed refund

amount, sent him the confirmation letter for his signature, but then he called

to retract his agreement to that refund amount. At that time we found it best

to work through the Revdex.com with this complaint since Mr. [redacted] had decided

against our previous agreement. This has now caused our office more time and

effort to respond and continue to attempt to rectify this matter. Our Client

Services Group spoke with Mr. [redacted] on several occasions regarding his

concerns prior to the filing of this complaint. Through their communication,

Mr. [redacted]’s concerns were addressed and a refund was offered. We apologize

if Mr. [redacted] feels as though there was a delay on the process of our

attempts to revolve his concerns and agree to a refund. As there are internal

processes that his matter needed to go through. Our Client Services Group

reached out to Mr. [redacted] on September 18, 2015 offering him the refund

which he initially agreed to. Unfortunately, on Saturday September 19, 2015,

Mr. [redacted] emailed our Client Services Group regarding the decline of the

offered refund. He stated that his wife would not be happy with the refund

amount once informed. When our Client Services Group contacted Mr. [redacted]

the following Monday September 21, 2015, they made him aware that negotiations

of a refund would now cease as we would be properly responding to the Revdex.com

complaint he filed. Earlier this week, on Tuesday October 13, 2015, we did

complete and mail a letter to Mr. [redacted] which summarized the case for him.

Due to his previous statements, we felt that he wanted this information and we

were happy to provide it to him. Our office was in contact with Mr. [redacted]

providing him with case updates on a regular basis. Additionally, Mr. [redacted]

was mailed several letters throughout the duration of his case which requested

documentation the case team required and reminded him of scheduled conference

calls. With the methods of communication, Mr. [redacted] was aware of his case

status. We have very particular and strict policies in place that require

contact with our clients by phone and by written form each month. Mr.

[redacted]’s continued statements about the refund agreement we sent to him and

the wording are wrong. He was not told at any time over the phone or in writing

that our services only equaled $800 and that the rest of his payment should be

refunded. Our refund agreement states no such thing. Further, his statements

regarding public posting of this Revdex.com complaint are inaccurate per our

understanding of Revdex.com methods. We understand that once a complaint is filed, and

the matter is closed (either as resolved, unresolved, etc.) that the complaint

and our response are posted publicly. Therefore his extortion attempts at

receiving a refund in exchange for updating the permanent public record at the

Revdex.com are invalid. We will instruct our Client Services Group to contact Mr.

[redacted] directly regarding this matter at this time. We hope that we can

resolve the matter again directly without any further dispute. If any

additional information is required, please contact our office directly. Thank

you for your time and assistance with this matter

Consumer

Response:

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,

I contacted Wall & Assoc because of an ongoing tax issue. From the very beginning the staff treated me with professionalism and understanding. The team that was assigned to me never made any false promises and worked diligently on my behalf. Although the IRS was never cooperative and seemed to always come up with unending reasons for denial for my requests, my team continued to work hard for my tax resolution. In the end I did not win my case with the IRS, however, every time I needed my team they were there and always treated me with dignity and respect.
My main points of contact for my team were [redacted] and [redacted], however the entire team went to great lengths to win my difficult case[redacted]
Without hesitation, I would recommend The Team at Wall & Assoc. for any and all tax issues. My thanks to them and thanks for all their efforts on my behalf.

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

Review: Almost exactly two years ago I was pregnant with the second child and decided to seek out the help of an outside party for my overwhelming Tax debt. My father-in-law at the time suggested this company. My husband was going through an 8 month program for some addiction issues he was battling. I was overwhelmed and in total fear. At that time I owed somewhere around 70k in taxes. When I became a [redacted] designer I had no idea about the business aspect of [redacted] and my accountant at the time told me that I could simply file extensions and failed to explain that didn't mean I didn't have to pay the said taxes. So my first and second year of being [redacted] I just kept filing extensions. All of a sudden I was 40k in tax debt which no longer was 40k because of interest and penalties. When I went to Wall and Associates they said to just not pay 2011 either and they would just include it in the offer and compromise. We, my father-in-law and myself, asked all kinds of questions to their very crafty and knowledgeable salesman. He told us that it couldn't possibly take more that 6-8 months and cited all kinds of examples of people who only had to pay $500-$4000 on massive tax debt. So the process started. First I sent them emails about contact. I would call they would call back and it was this ping pong game. So I begged, pleaded with them to email me. They honestly acted as if email was a foreign concept. Then they would send everything via [redacted], which from** wasted weeks of our time. Again, I emailed them and begged them to stop sending me things in the mail and to email the documents saving time. So we finally after a year got an offer in and the [redacted] denied it, well I don't know about how this all works but their offer was for $100 for my now 80K worth of debt. Are you Kidding me???? Of course they are going to deny it. All I really wanted was the interest and penalties taken off so that I could pay the original amount. So then we had to go into the appeals process. In the mean time I had been switched over to more new case workers than seemed humanly possible so every single time the new case worker would start out doing the same thing, failing to email and sending things via the [redacted]. I would have to go over everything all over again. Appeals started and I was given a list of items to retrieve. At the very last minute they said they were missing my bank statements. They said I had a week to get them the statement. I said great and sent them the statements in that weeks time. The next thing I heard is that the [redacted] had closed my case because they didn't receive the documents on time. This is when I really started to lose my mind. Keep in mind I have now paid Wall and Associates close to 15k and my Taxes have gone up to 90k because interest and penalties. I get turned over to yet another case worker and again [redacted] service and phone tag. Again I plead to email me or my husband who is now here and involved. I ask for weekly email updates. Another month goes by with NOTHING. I finally get in touch with my new case worker who had spoken to my husband briefly and told him that they possibly would stop charging us until the matter was concluded. I talk to her and she treats me like I have never been treated by someone who wants my business or is doing business with me. She reluctantly says that she will send my file to a third party to see if they think we shouldn't be charged for any amount of time. The third party sides with me. I don't get charged for 2 months and there was absolutely no work done for those two months. The minute they started working again on my case I start getting calls from their billing department. Now I might not be [redacted] but I know when you get a reprieve they should still be working on your case. This has been the single most straining thing on my marriage and my life. I have never been so stressed out. Right now the [redacted] has imposed another lien on me and now my tax bill is 92K. I mean I don't own a house. My car is 8 year old. At this point I am behind somewhere in the 25k range because of the continued interest and penalties and the money I had been send the Wall and Associates. They are the most unprofessional and unethical company I have ever had the displeasure of working with.Desired Settlement: My desired outcome is that companies like this stop preying on people and dragging out a process that costs people who already are going through hell money and stress. This has been the hardest two years of my life, not only dealing with those people but the stress of not getting anywhere.

Business

Response:

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

I contacted Wall &Associates due to continued tax notices and I knew I needed to get this taken care of once and for all. My team leader Bryant C[redacted] worked diligently with me for 15 months and though it tried my patience the team worked with my financial situation and never gave up on my case. They remained professional and competent and kept me well informed of the case through e-mails, phone calls and written correspondence the entire time. I am happy to report that the IRS with the help of W&A came to a most positive outcome and I am very appreciative and grateful of all the work W&A did for me. I now have my life back!

Review: I met with Wall and associates rep [redacted] to help settle my tax debt. I told him my situation that I could not pay more than 2000 total for my case. He agreed that was all I would need. Meanwhile he kept distracting me by asking all types of personal questions and even flirting with me. He didn't even give me a proper receipt just wrote on the back of his card. I remember signing something, but I didn't have time to read it as he kept asking off putting questions. I trusted his word so I was shocked when I got a bill in the mail for 350 dollars. It wasn't even itemized, just said monthly fee. I called and explained what happened and they agreed to waive the monthly fee but said I couldn't have any of my 2000 back. I think that is unfair because all they did was write one letter to the [redacted] and talk to me on the phone a few times. I think they have unethical business practices and the people they hire are unprofessional.Desired Settlement: I would like a fair refund of the money I paid them. I know it doesn't cost 2000 dollars to write a power of attorney to the [redacted]. If they want to make a fair charge for that and refund the rest I think that would be fair. I would like no less than 1750 back. that gives them 250 dollars for sending one notice. That is way more than is needed but I'm willing to compromise.

Business

Response:

We are writing in timely response to the above referenced complaint received on November 10, 2014 (copy enclosed). [redacted] sought out and hired our services in September 2014 for

administrative tax representation. Upon receipt of [redacted]’s case for administrative tax resolution on September 12, 2014, [redacted] forms were filed with the [redacted]) that notified the taxing

authorities of our representation. A letter was then sent directly to [redacted] that provided her with our contact information and items to expect over the course of her case. We additionally contacted

[redacted] that day. During the call, we introduced the case team to her and verified that the information we received from the associate was correct. We also scheduled a follow up call to go

over her financials in detail on September 22, 2014. The [redacted] was contacted on September 15, 2014 and it was determined that there was an outstanding balance that totaled $9,178.30 for tax years 2007,

2009 & 2010. [redacted]’s’ account records and wage information were also requested from the [redacted] at that time. On September 22, 2014, we attempted to call [redacted] for our previously scheduled call but had to leave a voice message requesting that she call us back.

On October 17, 2014, we attempted to reach [redacted] again to go over her financial situation. We again left her a voice message. Then we proceeded to prepare and mailed to her a financial information request letter, so that we could continue forward with her case. We returned a call to [redacted] on October 29, 2014 to discuss her concerns with the associate she initially met with, causing her to feel the need to terminate our services. During our conversation it was brought to our attention that there was a misunderstanding between the client and our consultant that she originally met with regarding fees related to the case. We immediately brought her concerns to the attention of our Client Services Group to have them contact her regarding this matter. She then decided to

terminate services with our company.

We are sorry for the miscommunication that has appeared to have happened in this matter. We would like to continue work for [redacted] and fix her tax matter. However, we do understand her concerns she writes about. We did start work on the case as instructed and believe it is fair to be paid for the services we did render. In a good faith effort we will agree to offer [redacted] a refund of $500 to resolve this matter. We will be glad to move forward with processing the refund as quickly

as possible if she accepts this offer.

If 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. If the company does not perform as promised I can get back to you at: [redacted].

Regards,

Review: Been paying this company $375.00 a month for almost 2 years to help with a back taxes issue. I call almost weekly and get excuse after excuse as to why the case isn't settled. I have been doing investigation on my own and twice told them things they should have known about the case. Running out of money I put aside to pay the [redacted] once the offer in compromise was excepted.Desired Settlement: Full or partial refund for (non) service paid for over the past two years.

Business

Response:

Dear [redacted],We are writing in timely response to the above referenced complaint received on November 7, 2014 (copy enclosed). We are sorry to hear that our previous response and offer to look into and discuss the possibility of fee consideration with the client did not resolve [redacted] concerns.[redacted] additional comments state that we offered to waive further payments; however, our previous response only indicated that we would be willing to look into fee consideration and discuss potential options with the client. We did not specify in the previous response any type of consideration we were willing to offer. We realize the stress the [redacted] can cause for our clients, and that our clients all want a fast and immediate resolution to the issue. Unfortunately, we can not provide a guaranteed timeframe to any client as to when their tax problem will have a final fix. We do though work hard to move case issues as quickly as we can and to work towards the best possible outcome for our clients.We have worked diligently on resolving her case and did the necessary case planning to get to the point for a submission of a viable Offer in Compromise. Furthermore, we negotiated with the original Offer Examiner and filed an Appeal which is currently being reviewed by the Settlement Officer.We are committed to resolving this issue with [redacted] and we want to see her Offer in Compromise through to acceptance by the [redacted]. At this time we are willing to offer [redacted] a refund of her the September, October, and November 2014 monthly fees and we will also cap her fee at that time. This would mean [redacted] will no longer be charged monthly fees by our office. We are offering this to show our commitment to excellent customer service and to resolve a customer concern. We work hard to please all of our clients and we hope to do so in this situation as well.As always, please contact our office if any further information is required. Thank you for your assistance in this matter.Sincerely,[redacted]

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. If the company does not perform as promised I can get back to you at: [redacted].

Regards,

My husband and I were faced with a letter from the IRS claiming we owed a huge amount of taxes for a prior year. This was something neither of us have ever had to contend with. Our initial meeting with a financial consultant was helpful and very reassuring.After that, due to the holiday season (right before Thanksgiving), things seem to come to a halt, but we were still paying fees. However, after recontacting the first consultant, we were put in contact with a wonderful man; [redacted].He took the reigns, took total control and everything was on the upswing from that.He was extremely personable, knowledgeable,helpful and effective. He along with [redacted] in the financial dept, were our saving graces in this whole mess. Bottom line; they got it completely cleared up to where we owed $0.00. Thanks [redacted] & [redacted].

Review: My husband and I contracted Wall &Associates to represent us before the IRS for tax settlement. The company sales representative made numerous false claims about services provided and he level of effort that would be allocated to our case. We paid 2700.00 down payment and 6-7 months of payments with nothing from the company in return other than random unscheduled phone calls during working hours only and several form requests submitted to the IRS. They scheduled a IRS hearing via teleconference with the IRS and then missed the conference call leaving us alone with the IRS hearing. Today we have received minimal return on the monies paid other than clerical work amounting to nothing. After repeated request for an estimation of time for some type of resolution or settlement offer nothing has been communicated to us only requests for further payments to work on the case for an unspecified duration of time. Today we have paid over $4000.00 with nothing substantial in services to support our issue or resolution.Desired Settlement: We wish to receive a refund of our money as it was obtained under false pretenses and phony promises of services provided.

Business

Response:

RE: [redacted]., Revdex.com Case#: [redacted] To Whom It May Concern, We are writing in response to the recent complaint filed against our company (copy enclosed) regarding the fees paid and services rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in September of 2014 for administrative tax representation before the Internal Revenue Service. I will attempt to address Ms. [redacted]'s concerns in this response and should she have any specific follow up questions we strongly encourage her to call our office to speak with a knowledgeable representative regarding her case. In her complaint Ms. [redacted] states that our office made numerous false claims regarding the services provided and the level of effort that would be allocated to her case. I have reviewed the account and Ms. [redacted]'s case in detail. Our office took all reasonable steps in attempting to address her balance with the Internal Revenue Service. Upon review it does appears that sporadically there were payment discrepancies that prevented Wall & Associates, Inc. from actively working on Ms. [redacted]'s case and in several instances work, unfortunately, had to be stopped on her case. During one such instance there was a scheduled hearing our office could not conduct. Our office was never made aware of any ongoing financial hardship in meeting the terms of the agreed upon arrangement between Ms. [redacted] and our office, but if we had been, arrangements could have been made that allowed us to continue work on her case. Wall & Associates, Inc. understands that life is sometimes unpredictable and we work with our clients as necessary so that we can continue the valuable work we do on their case. Our office is very upfront regarding the services that our clients can expect, but more importantly we are very upfront regarding the results they can expect. We have each of our client's sign a simple, three page contract that clearly explains, in an understandable manner, the terms of what they can expect from us while under our care and their obligations to us. It clearly explains that while Wall & Associates, Inc. has a tremendous record of success we cannot provide a specific guarantee of results. Any company that makes such a specific promise, in our industry, is just being untruthful. Our office as a matter of professional responsibility does not provide timeframes in resolving a case. Our cases are dependent on outside taxirrg authorities and there is no consistent average timeframe one can expect. Ms. [redacted] mentions "random unscheduled phone calls" that our office made. This would have been a simple error to rectify if we had been made aware of it. If Ms. [redacted] wanted to establish a more consistent contact frequency and time she would have only had to make her request known to the case team. It would have immediately been addressed and scheduled calls established. Ms. [redacted] mentions that all the services that our office has provided to date can only be considered clerical work. A case summary has already been sent to Ms. [redacted] and I have enclosed a copy as an attachment to this response. Ms. [redacted] is well aware of the services our company has provided. We made numerous calls to the IRS to address her tax issue and our work has exceeded that of clerical work. At this time our office cannot offer Ms. [redacted] a refund. Our office was consistent in our work and our office undertook reasonable step.s in addressing her tax controversy. It is unfortunate that billing discrepancies arose during the handling of her case and our office was forced to stop work, but that does not warrant a refund for services we have fairly provided. A majority of the issues that Ms. [redacted] had with her case could have been addressed by a simple phone call or email to our office. I would like to offer Ms. [redacted] the opportunity to speak with someone regarding her case in our office. As you know, tax issues are complex, and som.etimes issues arise for one reason or another in the resolution of a case. We are there for our clients when those issues arise regardless of when they may have happened. I strongly encourage Ms. [redacted] to reach out to our office. We want to be of assistance and we want to be provided a fair opportunity to explain the issues involving her case with her directly. ff you require any further information, please contact our office. Thank you for your time and assistance in this matter.Sincerely, Wall & Associates, Inc.

Review: Walls & Associates had worked for 2 years to clear up my tax issues. Always wanted payment but would never contact me and give me any information on the status of my tax issues. I would always have to contact them. They told me it would be resolved in 6 to 8 months, but after 2 years they were not doing anything. Would always request updated information, but my information was always the same. Nothing had changed. After 2 years of waiting on Walls & Associates I contacted the IRS directly and have everything worked out within 2 months. All Walls & Associates wants is your money. I was getting behind on bills because of them. They do not provide the services they say they will do. We paid them over $10,000 with NO results. They are a big rip off.Desired Settlement: DesiredSettlementID: Refund

I would like to have the money I paid them for the services they were suppose to provide. I would like to have at least $7,000. This will help me catch up on my doctor bills and other payments I got behind on because of their lack of service.

Business

Response:

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

above referenced complaint received on March 26, 2015 (copy enclosed). Mr.

[redacted] Terry [redacted] sought out and hired our services in February 2013 for

administrative tax representation. A substantial amount of work has been

completed on Mr. [redacted]’ case since hiring our services. Below you will find a

summary of the action taken by our company on the case. Upon receipt of Mr.

[redacted] case for administrative tax resolution for the Internal Revenue

Service (IRS) on February 5, 2013 we began immediately working towards

resolving his tax matters. The case team also phoned Mr. [redacted] that day, and we

introduced the team that would be working with him, discussed the case and

scheduled a follow up call with Mr. [redacted] for March 6, 2013. On March 6, 2013,

we sent the Mr. [redacted] an introductory letter to explain certain aspects of the

resolution process with the taxing authorities. The team then proceeded to file

the Power of Attorney (POA) forms with the Central Authorization File (CAF)

Unit of the IRS. The case team the proceeded to file a request with the [redacted] to

place Mr. [redacted]’ account in Currently NonCollectible status. We immediately

contacted the [redacted] Automated Collection System (ACS) to discuss Mr. [redacted]’

account. The team then proceeded to create [redacted] Form 433-A, Collection

Information Statement for Individuals. We contacted Mr. [redacted] for our scheduled

follow up call and were able to leave a voice message requesting a return call.

We later rescheduled the follow up call with Mr. [redacted] for March 19, 2013. We

then discussed his financial situation and becoming compliant on filing his tax

returns. On March 14, 2013, our accounting department advised us of a payment

delinquency on Mr. [redacted]’ account and we were required to stop work on his

case. The same day we contacted Mr. [redacted] to advise him of the discrepancy. On

March 16, 2013, our accounting department advised us that the previous

discrepancy had been resolved, and we immediately resumed work on Mr. [redacted]’

case. On April 10, 2013 we discussed an [redacted] notice with Mr. [redacted] regarding

intent to levy. We explained what the letter meant and our planned response. In

addition, we rescheduled the follow up call with him to April 12, 2013. We

spoke with Mr. [redacted] as scheduled on April 12, 2013. We discussed in detail his

financial situation and tax case. In addition, we requested supporting

financial documentation. He notified our office of a levy on his bank account

later that week. We requested that he provide a copy of the [redacted] levy notice, in

addition to financial documentation previously requested. On April 16, 2013, we

received the requested documentation. The team then proceeded to update IRS

Form 433-A, with the documentation we were provided. Form 433-A was then

E-mailed to Mr. [redacted] for his review and signature. We immediately contacted

the [redacted] Automated Collection System (ACS) and fought to have Mr. [redacted]’ bank

levy released. We were able to get the [redacted] agent to agree to set up a

collection alternative and release the bank levy. The team then contacted Mr.

[redacted] to discuss the bank levy release. We immediately faxed the [redacted] levy

release notice to Mr. [redacted]’ bank and to his mortgage company. On April 17, 2013,

we received and saved [redacted] Form 433-A from Mr. [redacted]. We spoke with Mr. [redacted]

again two days later regarding an [redacted] notice he had received. We reviewed the

notice which stated that the client’s 2012 tax return refund was applied to the

2009 tax year liability. On May 9, 2013 we were again forced to stop work on

the case due to payment delinquency by Mr. [redacted]. We immediately contacted the

client to discuss the discrepancy and left a message for a return call. On May

20, 2013, our accounting department advised us that the previous discrepancy

had been resolved, and we immediately resumed work on Mr. [redacted]’ case. The same

day Mr. [redacted] contacted us to discuss a certified [redacted] letter that he would be

sending to our office. The case team received and saved [redacted] Notice of Federal

Tax Lien. On May 23, 2013 we spoke with Mr. [redacted] regarding this notice, how

[redacted] tax liens work, and our planned response. On June 10, 2013, the team

submitted a Request for Collection Due Process Hearing in response to the prior

[redacted] Lien notice. We talked with Mr. [redacted] on June 14, 2013 and updated him on

this matter and on his case in general. On July 19, 2013, we received and saved

[redacted] notice referencing the Request for Collection Due Process Hearing. We spoke

with Mr. [redacted] on August 1, 2013 and advised that we were continuing to hold

off aggressive collection action by the IRS. We also discussed, in detail, his

financial situation and the plan moving forward with the resolution of his tax

matter. On August 9, 2013, the case team received and saved [redacted] letters in

response to our Request for Collection Due Process Hearing On September 9,

2013, we contacted the client and discussed the [redacted] letter he had received

scheduling a conference call in response to the Request for Collection Due

Process Hearing. We requested that he send a copy of the letter to our office.

On September 10, 2013, we received this notice and notated the scheduled

hearing on our calendar. The same day Mr. [redacted] contacted us and we confirmed

that we would conduct the hearing on his behalf with the IRS. On October 2,

2013, our accounting department advised the case team again of payment

delinquency on Mr. [redacted]’ account and we were required to stop work on his

case. We called Mr. [redacted] the following day and advised him of this issue.

Later that week, we received Mr. [redacted] Account Transcripts from the IRS

that we had previously requested. We then contacted the [redacted] Appeals Department

for our scheduled Collection Due Process Hearing and left a voice message

requesting the [redacted] agent return our call. In addition, we sent a request to the

[redacted] agent, via fax, to reschedule the call. The same day Mr. [redacted] contacted us

to discuss the scheduled conference call. We also discuss the status of his

case. On October 14, 2013, the case team sent Mr. [redacted] a letter advising him

of the discrepancy with our accounting department. We spoke with the agent in

the Appeals Department on October 18, 2013 and rescheduled the Collection Due

Process Hearing for October 29, 2013. On October 29, 2013, we contacted Mr.

[redacted] and left a voice message advising him that there was a discrepancy with

our accounting department, and the hearing scheduled with the [redacted] that day. The

same day we contacted the [redacted] Appeals Department for the hearing and requested

the call be rescheduled. We fought to have the hearing rescheduled and the IRS

agent advised us that she would contact Mr. [redacted] directly. Mr. [redacted] contacted

us later that day and we again discussed the discrepancy with our accounting

department. On November 4, 2013, our accounting department advised us that the

previous discrepancy had been resolved, and we immediately contacted Mr. [redacted]

and scheduled a call for November 13, 2013. On November 13, 2013, we called Mr.

[redacted] and discussed his financial situation along with updated financial

information we would need in order to proceed with his case. We also explained

the [redacted] Offer in Compromise process to him. On December 2, 2013, the case team

received the [redacted] Notice of Determination normally issued after the type of

hearing that we held. We contacted Mr. [redacted] and left a voice message

confirming the [redacted] notice was received. On December 5, 2013, we sent a letter

to Mr. [redacted] regarding this notice and his option to petition the U.S. Tax

Court regarding the matter. The case team proceeded to update [redacted] Form 433-A,

based on the information provided. On January 17, 2014, Form 433-A was mailed

to Mr. [redacted], for his review and signature. On January 21, 2014, we received

and saved the signed Form 433-A from Mr. [redacted]. On February 6, 2014, Mr. [redacted]

contacted the case team and discussed the progress of his case. On February 11,

2014, we discussed an [redacted] notice of wage levy and tax lien Mr. [redacted] had

received. We requested that he provide copies of these notices to the case team

immediately. We also verified that we had received his previous E-mail

containing requested financial documentation. We next spoke with Mr. [redacted] on

February 14, 204 regarding his case status and our plan to submit an Offer in

Compromise to the IRS. The documents for the Offer were finalized and mailed to

Mr. [redacted] that day for his review and signature. We spoke with Mr. [redacted] again

on February 18, 2014 and let him know the Offer documents were mailed to him a

few days prior. We also advised him that his 2013 tax refund would go towards

his tax liability, per [redacted] policy. We spoke again with Mr. [redacted] on February

20, 2014 regarding questions he had pertaining to the Offer documents. He then

let us know that he received the documents from us on February 26, 2014. On

March 11, 2014, we contacted Mr. [redacted] to follow up on the Offer documents. The

following day we received the documents from him via Fed-Ex. We submitted the

Offer in Compromise to the [redacted] on March 17, 2014. We provided this update to

Mr. [redacted] during a phone call that day. On April 4, 2014, Mr. [redacted] contacted

us to discuss an [redacted] letter he had received. He also advised us that he would

have a balance due on his 2013 tax return. We recommended that he file his tax

return immediately. On April 7, 2014, we received and saved [redacted] notice stating

that Mr. [redacted] Offer in Compromise had been received. We immediately contacted

Mr. [redacted] and left a voice message. On April 18, 2014, we were advised by our

accounting department that Mr. [redacted] had informed them of a wage levy he

received. We immediately contacted him and were advised that the levy was not

due to taxes but from a bank loan. He informed us that he had filed his 2013

tax return and paid the balance due on the return. On May 7, 2014 we were again

forced to stop work on the case due to payment issues. Even though the account

remained in this status, we acted in a good faith effort on Mr. [redacted]’ behalf.

We called the [redacted] Offer Examiner on July 31, 2014 and left a message requesting

a status update. We let Mr. [redacted] know of our efforts as well. On August 1,

2014, we discussed Mr. [redacted]’ Offer in Compromise with the [redacted] Offer Examiner,

Ms. Moore. She advised us of supporting documentation that she required and

gave a deadline of August 8, 2014 to provide this information to her. We

contacted Ms. [redacted] on August 13, 2014 and left a voice message requesting an

extension to the original deadline. In addition, we contacted Mr. [redacted] to

discuss the requested information for his Offer in Compromise. We immediately

provided the requested documentation to Ms. Moore, via fax. On August 18, 2014,

our accounting department advised us that the previous discrepancy had been

resolved, and we immediately resumed work on Mr. [redacted]’ case. We left a message

for Mr. [redacted] on August 19, 2014 verifying that we had received the

documentation from him. The same day we faxed the additional documentation to

the Offer Examiner, Ms. Moore. On August 20, 2014, Mr. [redacted] contacted us and

we discussed the reason for the request of additional information. Mr. [redacted]

contacted us on September 2, 2014 in regards to an [redacted] letter about his Offer

in Compromise. We also spoke with him the following day regarding the IRS’s

decision to reject the Offer. We explained the next steps on the case and the

plan to appeal this decision. We advised him that we would thoroughly review

the letter and prepare a request to be submitted to the [redacted] Office of Appeals.

On September 4, 2014, Mr. [redacted] contacted us to confirm we had received the IRS

Offer Rejection notice, dated September 4, 2014. On September 23, 2014 we began

work on the preparation of the appeal request for the Offer rejection. This was

finalized and submitted to the [redacted] that day. We also provided Mr. [redacted] with a

copy of this request for his records. Around this time we were aware of Mr.

[redacted] recent health concerns and we kept him updated on the case but at the

same time tried not to overwhelm him so that he could recover. On October 31,

2014, we contacted Mr. [redacted] and left a voice message requesting a return call.

The same day we sent a letter, updating him on the Offer in Compromise. We

advised him to contact us immediately in the event that he received any notices

from the [redacted] regarding the Offer. We called and left messages for Mr. [redacted] on

November 21, 2014 and November 26, 2014. We spoke with him next on November 28,

2014 and updated him on the case. He advised us of his current financial

situation and that he would no longer be employed after December 31, 2014. We

requested that he provide documentation on his current employment situation. We

sent an email to Mr. [redacted] requesting the documentation that would be needed

for the Offer Rejection appeal. He also informed us of several [redacted] letters he

had received dated November 10, 2014. We received and reviewed those notices

the same day. On December 1, 2014, we attempted to contact the [redacted] Automated

Collection System, but were unable to get through. We then contacted the Offer

Examiner, Ms. [redacted] and left a voice message requesting she return our call

immediately. On December 3, 2014, our accounting department advised us of a

payment discrepancy on Mr. [redacted]’ account and we were required to stop work on

the case. We ordered Mr. [redacted] Account Transcripts on December 12, 2014

and discovered that the [redacted] Offer Unit had not process our timely request for

an appeals hearing. We immediately contacted Mr. [redacted] and left a voice message

requesting a return call. We spoke with Mr. [redacted] on December 15, 2014 and

discussed the error the [redacted] had made on the appeals request for his Offer. He

advised us that he was not certain he would be unemployed after December 31,

2014 and that there were several things he would follow up with us on. At that

time Mr. [redacted] made no further payments to our office and his case remained in

a non-working status. We did not hear from him again regarding his case until

receiving the notice of the Revdex.com complaint. We understand certainly that this

case was frustrating, and we were frustrated as well with the failure of the

[redacted] to properly process a timely and rightful appeal request. However, and

unfortunately, we are used to the [redacted] making mistakes, or failing to uphold

taxpayer rights, and we take that very seriously. In this case, the Offer needs

to be properly reviewed and possibly resubmitted. We would be glad to discuss

the case with Mr. [redacted] and to work out a reasonable fee arrangement so that we

can continue the work on his case and either have the Offer reopened, or submit

a new Offer. Our main goal is to help our clients and fix their tax problems.

We understand that sometimes personal matters such as health issues or income

changes take a higher priority to clients than focusing on the tax matter.

Coupled with a tax problem, we know these issues are overwhelming for anyone

and make life difficult to juggle at times. We would like to invite Mr. [redacted]

to contact our office so that we can discuss his case and the resolution that

the [redacted] provided him. We are unsure how Mr. [redacted] resolved his case with the

IRS. Given the short timeframe of two months to resolve it as he reports, it is

possible that the resolution consists of a monthly payment plan since the more

favorable resolutions normally take much longer to finalize. It is therefore

possible, that proceeding with another resolution could be more beneficial to

Mr. [redacted] and could resolve the matter more quickly rather than a long term

monthly payment plan. If you require any further information, please contact

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

Review: In February 2013 I met with [redacted] a representative of wall and associates. The nature of our conversation was to deal with a massive amount of money owed the IRS for 2011 taxes. After our conversation I felt confident that wall and associates could help me. I asked Mr [redacted] how long this process would take and he stated it varied from case to case but normally around a year start to finish. Although Mr [redacted] never addressed himself as a lawyer after talking to him I got the impression that he was associated with a law firm. The case team that was assigned my case at first was somewhat prompt in getting back to me. But as time went on the return calls to me wasn't returned until several calls and several weeks to months went by. When we finally got a return call it was always the same story they needed more documentation when I asked why this information was not asked for 6 phone calls and 12 months later there was no response. After I sent a letter to the Virginia state bar I was contacted by a member of wall and associates telling me that they would finish my case for no more monthly payments and asked me to withdraw my complaint to the Virginia state bar. Wall and associates has delayed my case so long that it will wind up costing as much or more than to have just paid the IRS and been over 2 years ago. Due to their lack of representation I have had the IRS keep refunds after I got married and they will keep any refunds till one year after the settlement date that we are no closer to now than a year ago. DO NOT be deceived by their advertisements they will take your money under a very high stress condition and do nothing for you. We sent two documents in one envelope signature required since they had lost other documents. They actually retained one document and lost the other one.Desired Settlement: I will settle only for all my documentation returned and a full refund that I will just forward to the IRS.

Business

Response:

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

above referenced complaint received on July 20, 2015 (copy [redacted]). Mr. [redacted]

sought out and hired our services in March 2013 for administrative tax

representation. Below you will find a detailed account of the work performed on

Mr. [redacted]’s case. A substantial amount of work has been completed on Mr.

[redacted]’s case upon hiring our services for administrative tax resolution for the

Internal Revenue Service (IRS) on March 15, 2013. The case file was established

and a call was made to Mr. [redacted] on March 15, 2013, at which time we discussed

the history of his liability, and requested specific financial documentation in

order to be evaluating possibilities to resolve the tax liability. We

subsequently mailed an introductory letter to Mr. [redacted] which requested

specific financial documentation in order to evaluate his situation and work

towards a resolution of his case. On the same date, we contacted the Internal

Revenue Service and confirmed that there was an outstanding balance of

individual income tax in the amount of $17,377.17 for tax year 2011.

Additionally, a conference call was scheduled with Mr. [redacted] for March 29, 2013

to discuss his liability in detail as well as our initial plan to move forward

towards a resolution for his case. On March 21, 2013, we received a call from

[redacted], Mr. [redacted]’s bookkeeper, who asked questions about the letter

received from our office requesting financial information. We informed Ms.

[redacted] that our office required a third party authorization form signed by Mr.

[redacted] in order to speak directly with her about his case. We held a scheduled

call with Mr. [redacted] on March 29, 2013, to review his case in further detail. He

explained that at the time, he was fully supporting his girlfriend and her two

children. He informed us that he had a sole proprietorship which allowed him to

take home just enoughmoney to pay his bills with nothing leftover. Mr. [redacted]

also mentioned a farm that he has which he occasionally made a profit from. Our

office filed a request for a Collection Due Process Hearing with the IRS on

April 4, 2013, in response to a Final Notice of Intent to Levy from the IRS. We

explained this appeal process to the client and how this would help prevent

involuntary collection action on the account. We received the scheduling notice

for this hearing on May 21, 2015, and prepared a financial statement for Mr.

[redacted] based on the information received from him. We spoke with Mr. [redacted] on

this date to clarify some aspects of the financial statement, and requested a

copy of his 2012 Form 1040 tax return, which was subsequently received later in

the day. Our office sent the requested documentation for the Collection Due

Process Hearing to the IRS Settlement Officer on May 22, 2013. The hearing was

held on May 28, 2013 with Settlement Officer Janice Bankston who agreed to

place Mr. [redacted]’s account into Currently Non-Collectible status due to his

inability to currently make payments on the liability. The notice of

determination from this hearing was received in our office on June 25, 2013 and

we discussed this with the client. On July 9, 2013, we explained that it would

be in Mr. [redacted]’s best interest to waive his tax court rights from this Notice

of Determination because the Settlement Officer had granted the appropriate

action on the account and we would ultimately resolve his tax liability through

other administrative programs the IRS offers. On August 16, 2013, we clarified

a few more items regarding Mr. [redacted]’s financial statement and informed him

that we would be proceeding with an Offer in Compromise. During this

conversation, Mr. [redacted] informed us that a previous company, Pinnacle Tax, had

been contacting him about services. We advised that he should call back and

request to revoke their Power of Attorney to ensure it does not conflict with

our representation. Mr. [redacted] indicated he would do so and that he had already

filed a complaint with the Revdex.com against Pinnacle Tax. Mr.

[redacted] also indicated that he was happy with our services, especially with the

amount of written correspondence he was receiving, and that he was able to

sleep at night knowing we were handling his issues well. We informed Mr. [redacted]

that his Offer in Compromise documents were mailed that day and would need to

be returned via regular post with original signatures and the appropriate fees

required for submission. We followed up with Mr. [redacted] on September 13, 2013,

and confirmed that the Offer in Compromise documents were mailed to the correct

address. Mr. [redacted] believed he did receive them but requested a copy be emailed

to him just in case. We obliged and sent them electronically that day. Mr.

[redacted] additionally informed our office that he had recently became married and

that Ms. [redacted] was now Mrs. [redacted]. The signed Offer in Compromise documents

were received in our office on October 30, 2013. We contacted Mrs. [redacted] on

November 15, 2013 to advise her that we did not receive all of the fee required

for the Offer in Compromise. She stated that the bank was canceling the

previous check that was sent and she would have both checks re-issued and sent

to our office. We spoke with Mr. [redacted] on November 19, 2013, regarding a Notice

of Federal Tax Lien that was received. We explained that the IRS typically

files liens when a taxpayer is placed into the Currently Non-Collectible status

and assured him that if his Offer in Compromise is accepted, the lien would be

released. Mr. [redacted] again informed us on this date that he hired a previous

company to help him with his tax issues, but it took them six months to contact

him. He informed our office that he had been very pleased with our services and

that he appreciated how well we communicated with him regarding his matters. On

December 17, 2013, the case team prepared to submit Mr. [redacted]’s Offer in

Compromise to the IRS but noticed that one of the pages was not signed. The

forms were immediately sent back to the client for signature. Mrs. [redacted] called

our office and stated that she would have the form overnighted to our office

upon receipt and signature. The signed form was received in our office on

December 27, 2013 and the Offer in Compromise was submitted to the IRS on

December 30, 2013. Our office contacted the IRS to check on the status of the

Offer in Compromise with the on January 17, 2014. Ms. [redacted] (ID# [redacted])

stated that the Offer had been received, but not yet processed. We notified Mr.

[redacted] of this progress via written correspondence. The case team set up a

conference call with Mr. & Mrs. [redacted] to go over a few aspects of the Offer

that would need some consideration while it was pending review with the IRS. We

held this call on February 26, 2014, and reviewed the equity in Mr. [redacted]’s

pri[redacted] residence. Mrs. [redacted] notified the case team that the recent county

appraisal of the property showed a lower value than the mortgage and she agreed

to send us this documentation to prove to the IRS that there was currently no

equity in the home. On March 18, 2014, Mr. [redacted] called our office very upset.

He was upset that the IRS kept his 2013 tax refund of $4,200 and applied it to

his current liability. He indicated that we should have told him to delay

filing the return until the Offer was completed. We explained that regardless

of the outcome of the Offer, the IRS would keep this refund because of the

balance. We also advised him that theIRS will keep the refund for the year in

which the Offer in Compromise is accepted. We advised that although a taxpayer

must remain compliant with filing tax returns for the next five (5) years, only

the first refund is kept. All other refunds moving forward will be provided

back to the taxpayer as long as no other balances are outstanding on the account.

We further advised that all of this information was contained in the paperwork

that he signed for the Offer in Compromise. Mr. [redacted] proceeded to stress that

he had paid our company almost as much as he owes the IRS and that the initial

sales associate told him his case would be taken care of by December 2013. The

case team encouraged Mr. [redacted] to persist with the Offer process and apologized

for any delay’s he felt had taken place. The case team manager followed up with

Mrs. [redacted] on March 20, 2013 to further discuss his concerns with his case. We

explained that in order to try and get her portion of the refund back, we would

need to file a request for Injured Spouse. We requested a copy of the 2013 Form

1040 and also that Mr. [redacted] apply for a home equity loan to prove to the IRS

that he would not be given this loan and to ensure equity would be factored

into the calculations for the Offer in Compromise. We mailed and emailed the

Injured Spouse form to Mrs. [redacted] for signature. There was no contact with Mr.

or Mrs. [redacted] during the month of April 2014, although an attempt was made on

April 29, 2014. Mr. [redacted]’s case was placed into a stop work status on May 7,

2014 by our accounting department due to a payment discrepancy. We spoke with

Mrs. [redacted] regarding this matter on May 14, 2014. On May 19, 2014, the case

team was notified that Mr. [redacted] filed a complaint with the Virginia State Bar

Association. The complaint stated problems with not receiving return calls from

the case team, paying more than what is owed to the IRS, and protest of the

Injured Spouse form stating that it was a fraudulent matter. The Chief

Operations Officer of Wall & Associates, Inc. spoke with Mr. [redacted] on May

27, 2014. Mr. [redacted] was advised that the Injured Spouse form was a form used

only to indicate that she was entitled to her portion of the refund from the

2013 tax return. Mr. [redacted] was also given fee consideration during this

conversation and would no longer have a monthly payment for the services

rendered. On May 30, 2014, the case team followed up with the IRS regarding the

Offer in Compromise and left a message for [redacted], the

individual on the latest notice received from the IRS. Mr. [redacted]’s account was

also returned to active working status on this date due to the fee

consideration granted. Our office called again on Mr. [redacted]’s Offer in

Compromise on June 3, 2014, and had to leave a message for Ms. [redacted]. Mr.

[redacted] called our office for an update on July 11, 2014. We explained that we

are still in need of a copy of his 2013 return to submit the Injured Spouse

request and that we are still waiting for a response on his Offer. We called

Ms. [redacted] once again on this date and left a third message for a return

call. There was no fax number present on the notice received, therefore the

case team contacted the main Offer Unit in Memphis and obtained it. A fax was

then sent to Ms. [redacted] requesting contact regarding Mr. [redacted]’s Offer in

Compromise. Mr. [redacted]’s 2013 tax return and the Injured Spouse form with

signature were received in our office on July 16, 2014 and the form was sent

for review prior to submitting for processing. Ms. [redacted] of the IRS returned

our call on July 25, 2014, and notified our Power of Attorney that financial

information was needed along with delinquent employment tax returns for Mr.

[redacted]’s business. She set a deadline of August 13, 2014. Upon review of the

administrative tax resolution contract in place with our company and Mr. [redacted],

the case team confirmed that Wall & Associates, Inc. was only contracted to

represent Mr. [redacted] for Form 1040 individual income tax. The case team was

unaware that Mr. [redacted] had liabilities stemming from Form 940 Federal

Unemployment Tax (FUTA) and 941 Federal Quarterly Withholding Tax. We informed

Mr. [redacted] of the required information. Mr. [redacted] asked our office what the

Forms 940 and 941 were for. We explained the nature of these forms and

requested that the missing returns were prepared and provided to our office as

quickly as possible. Mrs. [redacted] informed us on August 7, 2014, that she was

attempting to retrieve the 940 and 941 returns from storage to provide to the

IRS. We advised her again of the deadline of August 13, 2014. We phoned Mrs.

[redacted] again on August 12, 2014, to check on the status of this information and

she stated that she would overnight the package of information on this date.

When the paperwork did not arrive in our office, we phoned the [redacted]’s again on

August 13, 2014. Mrs. [redacted] stated that it would arrive the next day. We called

and left a message for Ms. [redacted] with the IRS and sent a follow up fax

requesting an extension of time to provide the documentation. The information

still did not arrive in our office and we called Mrs. [redacted] again on August 15,

2014. She provided us with the tracking number for the package. The US Post

Office website indicated that it was in El Paso, Texas. We faxed this

information to Ms. [redacted] to show proof that the taxpayers were attempting to

meet the deadline and again requested an extension of time to provide the

documentation. Our office received Mr. [redacted]’s set of information on August 18,

2014. The package of documents contained bank statements, an unemployment

insurance premium and wage report, but neglected to contain Forms 940 and 941.

The case team contacted Mrs. [redacted] to discuss and left a message requesting a

return call. Ms. [redacted] with IRS returned a call to our office on August 20,

2014, notifying us that she was out on medical leave for the prior two weeks.

She did allow for additional time until August 29, 2014 to provide the unfiled

business returns and remaining financial information. We spoke with Mrs. [redacted]

about the urgency of this matter on the same day, and she stated that she did

not know where the returns are because there was a previous bookkeeper for the

company before her. We informed her that if the returns were not prepared and

supplied to Ms. [redacted] by August 29, 2014, that the Offer would likely be

closed. Our office heard nothing from Mr. or Mrs. [redacted] until the case team

contacted them again on August 29, 2014. Mrs. [redacted] stated that the IRS should

be able to pull the information from their internal records and that she should

not have to provide the tax returns. We explained that the IRS has no record of

the tax returns which is why they are needed to be prepared and provided. Mr.

[redacted] took over the phone call and stated that he had been with our company for

two years and if we did not get him a settlement, he would sue our firm. Mr.

[redacted] finally informed us that he would call his CPA about the missing tax

returns. The case team requested another extension from Ms. [redacted] via voice

message and fax. On September 2, 2014, we called the [redacted]s again to check on

the status of the tax returns and left a message for a return call. Our call

was returned on September 4, 2014. Mrs. [redacted] stated that she could not locate

the Forms W-2 for 2011 but that she was still working with the CPA on the

remainder of the unfiled returns. Mrs. [redacted] informed us on September 16, 2014,

that all of the returns were finally prepared and they would be forwarded to

our office. In the interim, our office received a letter from the IRS dated

September 11, 2014, notifying us that Mr. [redacted]’s Offer was transferred to an

office in Little Rock, Arkansas, and that the contact person was now [redacted] (ID#[redacted]). Mrs. [redacted] informed our office on October 9, 2014, that

she received a collection notice from the IRS. We called Mr. [redacted] and left a

message for a return call on this date. With no response, we phoned the Offer

Unit and spoke to Ms. [redacted] (ID# [redacted]) who refused to provide a fax

number for Mr. [redacted]. We called again on November 20, 2014, and were informed

by Mr. [redacted] (ID#[redacted]) that Mr. [redacted]’s Offer was once again transferred

to the Fort Worth, Texas office for review. We called this office at the number

provided and spoke to a receptionist who then told us that Mr. [redacted]’s Offer

was actually in the Nashville office. She provided us with Mr. [redacted] number.

We explained that we had been rerouted too many times and demanded a manager’s

attention. The receptionist provided the number for an Offer Specialist, Mary

[redacted]. The case team called Ms. [redacted] and she was finally able to provide

us with the fax number for Mr. [redacted]. A fax was then sent requesting him to

contact our office regarding Mr. [redacted]’s Offer in Compromise. On December 1,

2014, we called and spoke with Mrs. [redacted] regarding their Offer in Compromise.

We informed her that we had not provided the tax returns to the IRS yet because

we had no communication with Mr. [redacted]. He had still not returned our call to

this date. Given the lack of communication, we phoned the general collections

line to ensure no involuntary levy action would be taken on Mr. [redacted]. We spoke

with [redacted] who informed us that there was no pending Offer

in Compromise on the system, but he did place a 30-day hold on collections in

order to figure out why. We explained the issues to Mr. [redacted] on this date and

informed him that we were sending a request to Taxpayer Advocate Service to

assist with the IRS’s poor handling of this account. The case team received a

call from Heather with the Taxpayer Advocate Service on December 3, 2014. She

stated that the offer was still open and pending review. We were provided with

Mr. [redacted] manager’s contact information. A call was then placed to this

manager, Ms. [redacted], and a message was left. A fax was also sent requesting

contact. On December 5, 2014, we finally received a call from Mr. [redacted]. He

stated that he had been trying to get in touch with our office and had already

been working with Enrolled Agent, [redacted]. We stated that there were

absolutely no notes in our file that [redacted] had held a call with him. He

requested that we mail the unfiled tax returns to him and provided us with an

address. The tax returns were faxed to Mr. [redacted] and also placed in the mail.

We called and left a message forMr. [redacted] on December 8, 2014, to follow-up on

the returns and discuss Mr. [redacted]’s Offer in Compromise. Mr. [redacted] returned

our call almost a month later on January 7, 2015. He stated that Mr. [redacted]’s

Offer was not viable due to equity and that he “is a young man and can turn

things around” financially. Mr. [redacted] also stated that this was a personal

opinion, causing us to consider that he was not following the guidelines of IRS

standards. Mr. [redacted] stated that the noncompliance of the unfiled business

returns played a major role in his decision, but that he would discuss it with

his manager. We spoke with Mrs. [redacted] on January 9, 2015, and provided her with

an update on the account. Mr. [redacted] never returned call to our office to

discuss the Offer, and instead we received a notice on February 11, 2015, that

Mr. [redacted]’s Offer was closed. The letter stated that Mr. [redacted] was not

compliant with filing his quarterly Federal Tax Return for the period ending

September 30, 2014. We called Mrs. [redacted] and she stated that she was still

working on this tax return as well as the one for the 4th quarter of 2014. She

said that she could fax the returns to our office within 72 hours. Per this

conversation, the case team attempted to have the Offer re-opened by filing

another request with the Taxpayer Advocate Office. We did so on February 11,

2015. The 3rd and 4th quarter Form 941 returns for 2014 were received in our

office on February 12, 2015. Taxpayer Advocate Ms. [redacted] called our

office on February 19, 2015 and she explained that she would do her best to

review the account and help us with reopening the Offer in Compromise. On March

2, 2015, Mrs. [redacted] called our office regarding receipt of collection notices

from the IRS for the 941 tax debt for Mr. [redacted]’s business. She stated that she

was not aware that they needed to file returns or file them on time. We

explained that this is a requirement for all businesses, especially those that

are attempting to obtain a settlement with the IRS. Ms. [redacted] with the

Taxpayer Advocate Service gave our office an update on March 25, 2015, stating

that she was still waiting for a response from the IRS about reopening the

offer and that she would follow up with us on April 7, 2015. In order to ensure

compliance, we mailed Mr. [redacted] a letter regarding his Estimated Tax Payment

requirements for the 2015 tax year on April 6, 2015. Our office received a call

from Ms. [redacted] with Taxpayer Advocate on April 8, 2015. She stated that

Mr. [redacted] was in full compliance with the IRS filing requirements and that she

felt there was miscommunication on the account. She stated that she was still

working with the IRS to reopen the Offer. Mrs. [redacted] contacted our office on

May 15, 2015, requesting to schedule a call to review some questions she had

about Mr. [redacted]’s account. We called Mrs. [redacted] on May 18, 2015 at the time she

requested, but had to leave a message. A follow up letter was sent to Mr. [redacted]

advising him of the missed call. Taxpayer Advocate Ms. [redacted] contacted

our office again on June 12, 2015, and indicated that she was now unsure if the

Offer could be re-opened; however, the account was placed into a hardship

status that would remain for the next 12 months. She also stated that if the

Offer did get officially closed, she would help expedite the processing of a new

one. We updated Mrs. [redacted] about this matter on June 15, 2015, and let her know

that we would follow up again once we hear back from Ms. Weatherspoon. Ms.

[redacted] did call us back on June 22, 2015, and notified us that the Offer

remains rejected, but not closed, due to a preliminary analysis that Mr.

[redacted]’s income could pay the liability in full. She told us on this date that

Mr. [redacted] owed individual income (1040) taxes in the amount of $16,408 and

business unemployment (940) andwithholding (941) taxes in the amount of

$56,732. She set a deadline for July 13, 2015, in order to get a new set of

financial information to her to see if in fact Mr. [redacted] would qualify for the

Offer based on a new analysis. We called Mrs. [redacted] on this date and discussed

the matter with her and sent a follow up letter with all requested information

listed. No information was received from Mr. or Mrs. [redacted] by July 13, 2015,

and a follow up call was made to the client in which we left a message for a

return call. We also called Ms. [redacted] to request an extension of time

and left a message for a return call. On July 15, 2015, Mr. [redacted] called our

office and asked us why it was taking so long to work on his case. We explained

that we had requested new financial information from his wife last month in

order to provide Taxpayer Advocate with new analysis and had not received it.

In the worst case scenario, we would have to submit a new Offer through

Taxpayer Advocate and have it expedited. Mr. [redacted] then stated that his CPA

told him he would have to amend his 941 and 1040 returns for 2011 because there

were bookkeeping errors. This is the first time the case team was informed of

possible errors on the tax returns. We advised Mr. [redacted] that we would continue

working the Offer in Compromise, but follow up with him again soon to discuss

possibly amending the returns. Unfortunately, on July 20, 2015, the case team

was notified by management that Mr. [redacted] had filed a complaint with the RevDex.com. As stated in the sum[redacted] above, Mr. [redacted] filed a complaint

with the Virginia State Bar (VSB). Currently, this matter is still open and

pending with the VSB, as a ruling has not been issued on the matter as of this

date. Therefore, we respectfully request that this Revdex.com complaint be

administratively closed, as this prior complaint is still open and pending with

the VSB. We are sorry to hear that Mr. [redacted] is dissatisfied with the services

he received form our office. Mr. [redacted]’s complaint refers to the timeframe of

how long his case will take to be completed and our Associate informed him “it

varied from case to case but normally around a year start to finish.” Our

associate, Mr. [redacted] spoke with Mr. [redacted] on average settlement amounts and

case timeframes so he would know what to expect, but no guarantees were given.

We work to resolve client cases swiftly, but to expect a long standing IRS

problem to be completely fixed and handled within a short timeframe is

unreasonable. Our contract that all clients sign clearly states that guaranteed

results, including a timeframe of when the problem will be fixed, cannot be

promised or provided. Furthermore, Mr. [redacted]’s complaint refers to getting the

“impression Mr. [redacted] was associated with a law firm. Wall & Associates,

Inc. provides administrative tax representation before the taxing authorities,

as we did in Mr. [redacted]’s case beginning in March of 2013. The contract signed

by Mr. [redacted] clearly states that “our services only apply to administrative tax

practice and hearings. The company provides no legal services”. Mr. [redacted] was

well aware of that he hired our company to assist him administratively with the

IRS to resolve his tax matters. Additionally, Mr. [redacted]’s complaint states that

“calls to me wasn't returned until several calls and several weeks to months

went by.” A majority of the communication and correspondence on Mr. [redacted]’s

case was maintained with Mrs. [redacted]. Our office continuously contact Mr. &

Mrs. [redacted] to provide them with updates on Mr. [redacted]’s case, or request information

required for their case to be reviewed and considered by the IRS. We are sorry

to hear that Mr. [redacted] feels as through communication was not maintained, as

our office was in constant contact with Mrs. [redacted]. Mr. [redacted]’s complaint also

refers to the IRS taking the tax refunds. We are unable to stop the IRS form

issuing their Federal Offset Program. The law allows the use of part or all of

your federal tax refund to pay other federal or state debts that you owe. If

you filed a joint tax return, you may be entitled to part or all of the refund

offset. This rule applies if your spouse is solely responsible for the debt. To

request the non-liable spouse’s part of the refund, a request for Injured

Spouse Allocation is filed with the IRS. This is why our office filed an

injured Spouse request with the IRS for the 2013 tax return, for Mrs. [redacted] to

receive her portion of their refund for that specific year. This form can be

requested every year to ensure the non-liable spouse receives their portion of

the refund. We hope this sum[redacted] sheds light on the work that was completed on

Mr. [redacted]’s behalf by our office and the communication and correspondence we

held with Mr. & Mrs. [redacted] and the IRS. Our office worked diligently with

the clients and IRS from March 2013 through the current date in attempts to

have collections placed on hold for their case, compliance with the filing of

all required tax returns and submission of the Offer in Compromise as his

resolution. We understand Mr. [redacted]’s frustrations on this matter and that it

is not easy to rectify matters of taxation such as this with the IRS. We worked

as quickly as possible to resolve this matter. It is our understanding that Mr.

[redacted] would like a full refund of the fees paid to our company for the services

we rendered. Services were provided to Mr. [redacted] and we properly advised him of

the proper steps to take to begin working toward resolving their liability,

assisted him in filing unfiled filed returns and prepared, submitted and

negotiated with the IRS for his Offer in Compromise. Additionally, we also

capped his monthly fees in May of 2014. We would like to move forward with the

resolution of Mr. [redacted]’s case as there is still work to be completed to fully

resolve the tax matters for his personal liabilities and the business

liabilities. We would be glad to discuss his case further and the work that was

performed on his behalf. If we can work out further appropriate fee

arrangements that are acceptable to the Mr. [redacted], we will be glad to move

forward on his case and continue the resolution process. If you require any

further information, please contact our office. Thank you for your time and

assistance with this matter.

Review: In 2012 me and my husband had a tax donation issue with the IRS, Involving about 30,000 dollars, I had donated, to [redacted] it were clothes , I had a small business in 2006, close the door in 2010 had a lot of merchandise left over, I was donating some every year they were good quality, to good to throw away, I had the proof of my donation, my inventory and from the company Slips I had sent them to, IRS only wont'ed to give me what they thought it was worth, which was twenty thousand, well I felt they were ripping me off and since I claim what I donated they wont'ed me to pay back ten, so this is were Wall & Associates came in, we hire them to help solve this matter with the IRS they claim they were tax expert, so we sat down and talk with [redacted] , in August 2014 told him what was happening , he told us he could have the situation solve with the IRS in to months , maybe four months I had a issue with for months so he agree two , then he sent our case out of the state to VA [redacted], I guess another office they keep giving us the run around for months we in up dealing with about three or four different people , this company ask us to send them more information we did they receive it, after a couple week I call to check on the case they didn't no what they were looking at , mean while the IRS was send us threading letters we would send the information to wall & associates, Then in september Someone from there office call me for information that they all ready had. apparently Mr [redacted] hadn't sent it to the company, all this time Wall & Associates wasn't informing us about were they where with our case. now it's late september IRS is now giving us a deadline, they also gave us a copy of the bill an now we have a penalty, by Nov, me and my husband realize this company was just taking our money and nothing was getting solve bye this company so we end up paying the bill , Now were asking this company ,to refund us our money they didn't solve our case we did.

Product_Or_Service: Donation IRSDesired Settlement: DesiredSettlementID: Refund

We paid this company a total of $3200.00 dollars , for a service that they never provided, the money we were paying this company could have went to the IRS instead, they were just giving us the run around. we feel this company is very deceitful, and can not be trusted.

Business

Response:

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

Consumer

Response:

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,

there not trying to make a resolution here! I didn't no if you have receive my counter respond here yet. but I can tell you that before I brought this case to the (Revdex.com) complaint. Department one of there Reps had stated that ( Wall & Associates) normally don't do refunds. that why Ms. Sarah L Shagg has been stretching the truth in her story. trying to make this company look like they have done a professional job with our case (not true).

Consumer

Response:

[Provide details of why you are not satisfied with this resolution.] This offer was decline because it's not my refund amount , of $3200.00 Dollars there offering me $500.00

Review: When seeking out a practicing lawyer to help with immigration and tax debt issues, I went to a commercial address in a large complex building with different firms to meet a lawyer, on the surface it seemed like a legitimate firm with offices and front desk employees. I was promised to be helped with my irs garnishment and tax resolution and furthermore promised that they could help with immigration. my issues were time sensitive and was guaranteed 100% they could stop garnishment and would need to quickly fill out forms and pay becuase the deadline of garnishment was 48 hours away once I filled out the forms and paid I was contacted by Wall & Associates, Inc. they told me that [redacted] the "lawyer" I spoke to had no business claiming he was a lawyer or that he had anything to do with Wall & Associates, Inc. other than referring me... Wall & Associates, Inc. could not stop garnishment like promised they couldnt help with immigration and did not deliver on any of the reason why I hired them.Desired Settlement: I paid $3000 with my debit card which I got back once I complained that it was a scam which indeed it was but the complaint status is in review and they are trying to dispute the claim I made with lies and a contract that I was rushed through to fill out

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 by Wall and Associates, Inc. Firstly, it is important to point out

that by hiring our office, Mr. [redacted] did not hire a lawyer or a law firm. The

agreement for services he signed with our office clearly states in two places

that it is not an agreement for legal services. The second place in the

agreement that this phrase is located is just above the space for clients to

sign. In addition, Mr. [redacted] was not told that we could help with his

immigration issues. We do not handle immigration issues. Furthermore, he did

not communicate any immigration issues to his case team while he was a client,

therefore, he knew we were not providing such a service. Mr. [redacted] sought out

and hired our services on March 24, 2015 for administrative tax representation.

The case team rapidly acted on Mr. [redacted]’s case to work towards resolving his

tax matters. Our office began working on Mr. [redacted]’s case on March 24, 2015 in

good faith as he had paid 85% of the contractually agreed initial fee for us to

start the case. Since then, Mr. [redacted] has completed a chargeback with his

credit card company in attempts to have refunded back to him all of the fees

paid to our company for the services we rendered. Below you will find a summary

of the actions completed since receipt of the case for administrative tax

resolution. On March 24, 2015, the case file was established and a call was

made to Mr. [redacted] at which time we discussed the history of his tax liability

and requested specific financial documentation in order to begin evaluating

possibilities to resolve the tax liability. During the first phone call with

the case team manager, Mr. [redacted] expressed concern about needing a lawyer to

handle his case and that he needed a garnishment lifted immediately that was

placed on him by the [redacted] for a tax liability

stemming from unauthorized substance tax. The case team manager explained that

Wall & Associates, Inc. is not a law firm, and that we handle tax liability

cases on an administrative basis. She also informed him of our success in the

past and that an attorney may not be necessary in his particular situation to

resolve the tax liability. We subsequently mailed an introductory letter to Mr.

[redacted] which requested specific financial documentation in order to evaluate his

situation and work towards an ultimate resolution of his case. On March 25,

2015, the Power of Attorney forms were prepared and sent to the [redacted] to notify them of our representation. Given [redacted] delay in processing the forms, we contacted the agency directly with

Mr. [redacted] on a conference call in order to obtain the appropriate information

and look into the release of his reported garnishment. Mr. [redacted]’s case was

assigned to a specific agent, Ms. [redacted], and our office was forced to leave a

message on this date as the call went to her voice mail. Ms. [redacted] returned our

call on March 30, 2015, but left a message with our receptionist leaving her

fax number. We returned her call on the same date, although still could not get

in touch with her directly as her voicemail indicated she would be out of the

office for the majority of the day. The case team prepared and faxed Mr.

[redacted]’s Power of Attorney forms directly to Ms. [redacted] at the number she

provided. In attempts to expedite the possible release of Mr. [redacted]’s reported

garnishment, we contacted another agent in the same office as Ms. [redacted]. We

requested to speak with a manager on duty and were provided the name and number

for Mr. [redacted]. We immediately called Mr. [redacted] and left an urgent

message regarding Mr. [redacted]’s account. In follow up with the client, Mr. [redacted]

then disclosed that he did not have a garnishment with the state of North

Carolina, but that he was on an Installment Agreement of $100 per month and did

not want to become victim of involuntary collection action for not paying on

his monthly agreement. At that time, he was 4 months behind in the payments and

the state wanted a total of $400 paid immediately to avoid collection action.

The case team advised Mr. [redacted] to overnight his payment to the [redacted]

Department of Revenue, which he did, and our office followed up with a phone

message and fax indicating such directly to Ms. [redacted]. On March 31, 2015, Ms.

[redacted] returned a call to our office. We explained that Mr. [redacted] mailed his past

due payments as well as his current payment to her attention via overnight post

the day earlier. She agreed not to proceed with any levy action and advised our

office to submit an Offer in Compromise if the taxpayer felt as if he could not

afford to repay his debt via the established Installment Agreement. Ms. [redacted]

expressly stated that Mr. [redacted] would still be responsible for making his

monthly payments throughout the Offer process. She also indicated that given

our Power of Attorney on file, that Mr. [redacted] should cease his direct

correspondence with her as she was now required to perform all communication

through our office. We followed up with Mr. [redacted] immediately after speaking

with Ms. [redacted] and informed him of the communication requirements. He explained

that he could not afford our monthly fee along with the payments that were

required to [redacted]. We explained the [redacted] Offer in Compromise

process and financial information that would be needed to prepare these

documents. The case team manager agreed to send Mr. [redacted]’s concerns to our

Client Services Group to ensure client satisfaction. On this date, our office

also prepared and processed the Power of Attorney forms with the Internal

Revenue Service for representation. We then prepared and mailed a request for

hardship status to the IRS. Our office contacted the IRS on April 2, 2015, and

was informed that Mr. [redacted] had a balance of $1,326.41 for tax years 2007 and

2013. He also had no tax returns on file for years 2011 and 2012. We spoke with

Mr. [redacted] about this on April 6, 2015, and also went over a detailed North

Carolina financial statement in order to prepare and submit his Offer in

Compromise. We spoke with Mr. [redacted] again on April 7, 2015, when he again

expressed concern about not being able to afford our services; however he

expressly stated that he was happy with all the efforts and advice that had

been provided to him thus far in his case. Mr. [redacted] also agreed to provide us

with the requested financial documents in order to finalize his [redacted]

Offer in Compromise paperwork. On April 8, 2015, our staff was contacted by the

manager at [redacted] Department of Revenue, [redacted]. He apologized

for the delay in response, explained the Offer in Compromise program and

specifically the relationship between the amount of the tax debt and what is

offered by the taxpayer. Mr. [redacted] explained that Mr. [redacted]’s current debt

was $60,101.62 from unauthorized substance tax. If he were to submit a very

low-dollar offer, then the case would not be reviewed timely. Mr. [redacted]

encouraged that Mr. [redacted] submit a substantial settlement request in order to

have his paperwork expedited. He also indicated, however, that the offer would

still be based on collectability. Our staff discussed this conversation

immediately thereafter with Mr. [redacted] and he conveyed that he would need to

follow up with us at a later date after thinking about his options. The case

team received notification that Mr. [redacted] had called the Wall & Associates,

Inc. sales representative with further concerns about his case. On April 9,

2015, the case team manager again discussed noted concerns directly with Mr.

[redacted]. He expressed dissatisfaction with our ability to stop his monthly

payment plan with the [redacted] Department of Revenue and that he could

not afford to settle his debt for more than $3,000. Mr. [redacted] notified the case

team on April 20, 2015, that he was sending all needed financial documentation

to our office. Although these documents were never received, in efforts to expedite

Mr. [redacted]’s case, the team prepared and mailed the Offer in Compromise

documents for Mr. [redacted] to review and sign based on available information

retrieved from the [redacted] and calls held with him directly

regarding his financial situation. Mr. [redacted]’s case was placed into a

non-working status by our accounting department on May 7, 2015, for failure to

comply with payment arrangements contractually agreed upon. The case team

followed up with Mr. [redacted] on May 19, 2015. He let us know that he was unhappy

with services, and the case team offered to assist in any way possible. Mr.

[redacted] stated that he would make attempts to get the money back that he had

previously paid our firm. The case team referred Mr. [redacted] back to our Client

Services Group for quality control and remedy of the client’s dissatisfaction.

We were notified by accounting department on May 29, 2015, that Mr. [redacted] filed

a chargeback with his credit card company against our company for the fees paid

for the services rendered. Currently, the chargeback dispute with the credit

card company is still pending. Additionally, the contract Mr. [redacted] signed with

our company contains an arbitration clause. Our arbitration process is

completed by the [redacted]. This is to settle and resolve any controversy,

dispute or claims regarding the services and the contract Mr. [redacted] signed.

Therefore, this complaint should not be considered at this time as Mr. [redacted]

has not adhered to the agreement he signed with our office by seeking arbitration

services. Furthermore, we would like to address specific complaints Mr. [redacted]

raised. His complaint states that his taxes were related to immigration and tax

debt issues. The liability with the [redacted] Department of Revenue was

for unauthorized substance tax and the IRS liability was due to returns Mr.

[redacted] had filed with a balance which he did not pay. Additionally Mr. [redacted] had

filing requirements for unfiled tax returns. Our office was working on both of

these matters and advised Mr. [redacted] how we would properly handle them as well

as his filing requirements with the IRS. We were never informed by the tax

authorities, or by the client, of how the tax debts related to his immigration.

Per the information we gathered on the case, there was no correlation between

his taxes owed and immigration. The taxes due were for other reasons pertaining

to the [redacted] and U.S. Tax Codes. The garnishment Mr. [redacted] refers too

was an Installment Agreement that he had previously agreed to set up with the

state of [redacted] to pay on the unauthorized substance tax liability

prior to hiring our services. Our office contacted the Revenue Agent and the

Manager to see if the Installment Agreement could be stopped; however, we were

notified it could not be stopped and if we submitted an Offer in Compromise,

the payments would be rewired while it was being reviewed. Our office quickly

prepared and sent Mr. [redacted] the [redacted] Offer in Compromise documents

for his review and signature in order to submit it on his behalf and being

negotiating with the state for an agreeable amount that Mr. [redacted] could afford

to pay. While it is unfortunate we could not resolve this matter internally

with the client, please be aware that the attempts to do so were made. If you

require any further information, please contact our office. Thank you for your

time and assistance with this matter.

Consumer

Response:

I have reviewed the offer and/or response made by the business in reference to complaint ID 10645093, 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,

Their response just is completely bogus! They did indeed promise help with immigration, [redacted] said he does in fact operate as a lawyer and will personally work ok my case, it's a lie that they helped with installments on my tax debt I was already making payments they advised me not to pay and promised $100% they could prevent garnishment and that was the reason for the running $350 month to continue to protect me which was not the case... I basically paid 3000 dollars to watch them have a painful learning experience and do absolutely nothing for me... They said they prepared a offer and compromise which is a joke all they did was print online forms available to the public I could have done that on my own... There work does not justify my $3000 down payment absolutely not satisfied.

Review: I met with [redacted] from Wall & Associates in December 2013 to help reduce m[redacted] tax debt. I was assured that my case would be easily handled and "closed within 3-6 months". I paid an initial fee of $2500 and $350 per month since. I was also assured that they would file the Power of attorney that I signed that day immediately. It has been 11 months since my first meeting and I have spent $6000.00 at this point. After contacting W&A several times I was always told "We're just waiting to here back from the State." Today I contacted the State of [redacted] Revenue Dept to follow up on my case. Since they clearly were never going to. Come to find out the State received the Power of Attorney, that I was assured would be filed immediately, in June 2014. 7 months after I had signed it and $2450 of monthly payments. It was only one of two that I signed, the second one has not ever been received by the State. After doing my some research on this company it appears there are several others in the same boat. I feel this company preys on vulnerable people who are desperately trying to resolve their tax debt. They clearly have not provided the services they promised me and that I paid them for, at this point I wish I never had contacted them and just contact the State directly.Desired Settlement: All I am requesting is that Wall & Associates refund ALL the money I have paid them, $6000.00 and then void any agreement(s) I previously had with their company. Due to the fact that they have clearly not provided any service I paid them for.

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced complaint received on October 13, 2014 ([redacted]). [redacted] sought out and hired our services in December 2013 for administrative tax representation. A tremendous amount of work has gone into [redacted] case and a detailed summary is provided below. Upon receipt of his case on December 13,2013, we contacted [redacted] to go over the initial case information. [redacted] provided us with the basic information and we updated his case file with his responses. Subsequently, we faxed [redacted] Power of Attorney forms to the Centralized Authorized File Unit for the [redacted] and to the State of [redacted] for processing. We called the Practitioner's Priority Service with the [redacted] and spoke to [redacted] ID number [redacted], and determined that [redacted] was compliant with no ba[redacted]s due. We mailed [redacted] an initial welcome letter and a letter requesting financial information and additional Power of Attorney forms.

We then created a Form 433-A, Collection Information Statement, from the initial information that was provided to Wall & Associates from our associate, [redacted] on December 18, 2013. We attempted to contact [redacted] Revenue Officer, [redacted], with the [redacted] Department ofRevenue. His voicemail

prompted that he was out ofthe office until mid-January and to contact Kathy, another [redacted] representative. We placed a call to [redacted] and she did not see

where the Power of Attorney forms had processed yet. She requested we fax her a copy of the forms, so that she could speak to us about [redacted]'s case. We

faxed her a copy and she said she would contact us back once she received and processed them.

We attempted to contact [redacted] on December 23, 2013 and were unable to reach him. [redacted] returned our call and we went over the requested financial information that we needed. We then attempted to call the State of [redacted] again and were told that we would have to speak with [redacted]. We explained that [redacted]'s voicemail stated he was out of the office until mid-January and that it was urgent that we speak to someone about [redacted]'s case. The representative stated she would submit a request to have [redacted] manager give us a call. We received a call back from [redacted]'s

manager, and she was able to give us the ba[redacted]s for [redacted]'s account. She, unfortunately, was unable to assist us further. We subsequently called the

State of [redacted] back and spoke with [redacted], another agent with the Department of Revenue. [redacted] was able to fax us over his account ba[redacted]s but would not

grant a collection hold on the account. She stated that [redacted] was unfiled for the 20 10 and 2011 tax periods.

We spoke with [redacted] for a scheduled conference call on December 27,2013. We verbally went over the Form 433-A Collection Information Statement for Individuals with [redacted] and updated all changes that needed to be made. [redacted] explained how he had an inheritance of $1 00,000 in the bank and was not sure if he should just pay the ba[redacted] off. We explained that we planned to work to have the ba[redacted] lowered for him, but that we would need the financial information that we requested in order to do so.

We received the additional Power of Attorney forms from the client and faxed them to the Centralized Authorized File Unit for processing on January 7,2014. We called [redacted] and left him a message on January 9,2014 to return our call. On January 15,2014, [redacted] returned our call and we explained the difficulty we were having with releasing the levy. We explained that [redacted] was on vacation until mid-January and he was the one we would have to speak with about the levy. [redacted] informed us that he worked for his dad and his dad was going to work with him in some way to help him during the difficult financial time.

On January 16, 2014, we called [redacted] and discussed placing a hold on the account and what he would need from [redacted] to release the levy. [redacted] stated his intentions to leave the levy in place and refused to release it. [redacted] finally requested that we provide him with a financial statement and he would consider release of the levy. We discussed with [redacted] a possible abatement of the penalties and interest on the account. [redacted] stated that we would have to provide a written request to have the penalties and interest removed. We immediately called [redacted] and explained abating the penalties and interest. [redacted] went over his

circumstances that caused him to owe the tax and why the returns were not prepared. We requested the 20 10 and 20 II returns that were currently showing

as unfiled with the State to be completed. [redacted] explained that he thought he had previously provided those to our office and would look for them and call

us back on January 20, 2014. We discussed with [redacted] about providing financial information to the State to prove financial hardship and have the

levy released. We discussed the large amount in his bank account that would negate the claim of hardship and the possibilities to reduce the likability.

We spoke with [redacted] on January 21, 2014 about his 20I0 & 20 II returns. [redacted] explained that he had not filed the returns, but will get

them filed and send us a copy once they are complete. Mr, [redacted] stated he would like us to review them before he sends them in and that ifhe owes, he plans on

paying that amount in full. On January 24,2014, we received the financials we requested from [redacted] and saved them to his file. We spoke with [redacted] on

January 28, 2014, he stated that the returns were taking longer than he expected and he would send them to us once he completes them. We received the

2010 & 2011 State of [redacted] tax returns on February 5,2014. We contacted [redacted] to discuss the returns received were missing his signature. [redacted] stated that he knew the signature was missing, but he wanted us to review them for accuracy. We let [redacted] know we would check in on the form type used, because it looked like that form was for amended returns, not original returns. We contacted the state and verified the forms were accurate. We contacted [redacted] back that same day and let him know the returns were correct, and to mail us the originals with signatures and we would send them to the correct location.

On March 12, 2014, we spoke to [redacted] and discussed whether the returns were mailed to us or not. [redacted] stated he had mailed them out. We let him know that we would forward the returns to the state upon receipt. We then asked [redacted] if he filed the 2013 return. He stated he had not, because he did not want to lose any refund he may receive. We let [redacted] know that to avoid any further penalty he may receive from late filing, he needed to file the return before the filing deadline date. [redacted] requested we check again that he currently does not have any ba[redacted]s. We let him know that we would look into it. We received the signed 20 I 0 & 201 I [redacted] tax returns on March 18, 20 14. We sent a request to the State of [redacted] on March 19, 2014 requesting the state place [redacted]'s

case into a currently noncollectible status. On March 31, 2014, we spoke to the State of [redacted] and they stated that they could not place the account into

currently non-collectible.

We called the Automated Collection Services unit with the [redacted] to determine the ba[redacted]s owed. The agent requested an updated Power of Attorney form on April 8, 2014. That same day we called [redacted] and he informed us that his employer [redacted]. had received another garnishment from the state. [redacted] let us know that he would send us a copy of the notice in the mail. We let [redacted] know about the difficulty getting the transcripts he requested from the [redacted], but we were going to try again with a different agent. He said that was fine and he would file the 2013 return soon. We attempted to get the transcripts again from the [redacted] on April 9, 2014 and were successful at getting updated transcripts showing the client has a zero ba[redacted].

We prepared a written request to the state on April 11, 2014 for the removal of the penalties and interested assessed to [redacted]'s liabilities. We called the State of [redacted] on April 23, 2014 and spoke with [redacted] stated that we need to make sure the reasoning for abating the penalties was included in the letter, and that [redacted] would have to full pay the base tax amount before the penalties could be removed. [redacted] stated that [redacted] would have to provide a check for each year a debt was owed and notate each check with his name, social security number, and which tax year to apply the check to. Mr, [redacted] then provided us with a detailed breakdown of each tax year's ba[redacted], including the amounts for the base tax owed, penalties, and interest. We subsequently mailed the 2010 & 2011 [redacted] returns the State for processing. We mailed to[redacted].a financial information request letter and notification that the returns have been mailed to the state for processing on April 30, 2014.

We spoke to [redacted] on May 14,2014 and discussed the information that [redacted] provided. We informed [redacted] the amount of the tax for each tax year. [redacted] stated that his federal return was due a refund of $811 and that would lower the tax that is owed to the

state. [redacted] wanted to know if we could get a transcript from the state

showing how his payments were being applied. We called [redacted] on May 30,

2014 to discuss the transcript request and release of the levy. [redacted]'s

voicemail stated that if we needed to discuss a collection issue to call [redacted].

We contacted [redacted] that same day and left her a voicemail on her machine.

We received a call back from [redacted] with

the State of[redacted] on June 2, 2014. She stated she was not going to be able to

release the levy until the base tax was paid on the account. We stated that we

needed the funds released so [redacted] could pay the base tax, but he could not

get the funds together until the levy was released. [redacted] stated that she was

not going to release the levy at all until he paid the base tax amount. We

spoke to [redacted] in regard to the levy and paying the base tax on June 3,

2014. [redacted] stated that he was expecting to be able to

save half of what he owed. We let him know that we would prepare the financial statement and

keep working towards getting the levy released, but he was probably going to

have to pay the base tax and we would get the penalties and interest removed

once paid. We spoke with [redacted] again on June 20, 2014 and informed him we

were working on his financial statement and would send it to him for review

once complete.

We spoke with [redacted] on July 7, 2014

about the financial statement. We mailed and emailed [redacted] the financial

statement that day. We discussed the timeframe and how the case was taking

longer than [redacted] expected. We explained that we were trying to resolve his

case as quickly as possible. [redacted] stated that he felt if he paid the base

tax and the penalties were abated, then he was not saving anything. We stated

that the penalties and interest added up to $7,572.66, so he would be saving a

large amount of money. We attempted to contact [redacted] on August 29,2014, but

were unable to reach him. We left him a message to contact our office and

mailed him a letter requesting contact as well. [redacted] returned our call on

September 11,2014 and we let him know that we needed the financial statement

back from him signed. He said he would send it back to us, that he was

concerned about the timeframe his case was taking.

We spoke to [redacted] again on October

2,2014 and notified him that we received the updated financial statement. We

let him know we would contact the state and look into doing an offer for him,

if possible. We contacted [redacted] on October 9,2014 to discuss getting the

account transcripts detailing the payments made on the account and where they

were applied, but had to leave him a message. We called [redacted] and explained

that we had to leave [redacted] a message to return our call. [redacted] was

upset that his case had not been completed yet. Our office notified him that

his case would be sent to our Client Services Group to see if they could assist

him with the fees and address any concerns he was having regarding his case. He

stated that he was just frustrated with the time the case was taking.

We then prepared a request on October 13,

2014 to our Client Services Group for possible fee consideration. We also

attempted to contact [redacted] again and his voicemail said he was out of the

office and to contact [redacted] for any collection issues. We immediately called

[redacted] and left a voice message for a return call. We then spoke to [redacted]

and he was upset that when he called the State of[redacted] they told him that we

had only sent the Power of Attorney form in February and that we had not

contacted them on his behalf. We notified [redacted] that was not accurate and

that we could send him the confirmation showing the Power of Attorney was sent

when we received his case. He requested that we email him the information which

was immediately sent to him for his records. Later that day, we received a call

back from [redacted] with the State of [redacted]. She stated that the State may be able

to reduce the levy, but she wanted the financial statement sent to her before

she would consider it. We explained that we would need the levy removed because

[redacted] could not afford it. She stated that we would need to submit a

request for a settlement for a hardship status to be granted.

We received an email from [redacted] on

October 14, 2014 that he was terminating services. We respond back to [redacted]

that we had received his request and that we had forwarded his case through our

Client Services Group to discuss his request.

Throughout the duration of [redacted]'s

case, our office maintained consistent communication with [redacted], the

Revenue Agent assigned specifically to his account to collect the ba[redacted] due

for the state.

[redacted]'s complaint states that the

Power of Attorney Form was not on file with the State and our office had not

been working with them towards resolving the tax liability. This is untrue as

the above summary of his case indicates all of the tax personnel at the [redacted] our office spoke with during the time we represented [redacted]. Wall and Associates, Inc. worked with different [redacted] employees over the term of the agreement. Furthermore, the case team

working on the case coordinated with the [redacted] about the extent

of the taxes claimed due, and discussed possible resolutions with the agent. [redacted] is aware we worked with the [redacted] and State on his behalf as he received

updates on our contacts with them directly from our office.

We work very hard to ultimately settle our

client's outstanding tax problems and we understand the frustration and stress

brought on by these matters. We would like nothing more than to resolve the

miscommunication regarding [redacted]'s case; however, we fully disagree with

[redacted] statement that our company preys on the vulnerable. [redacted] did not

allow our company the opportunity to complete his case and finalize the tax

matters for him. We regret that he decided to end our representation of his tax

matter before his case was able to be completed.

We would be glad to move forward with

completion of[redacted]'s case. To do so, we would be open to discussion of fee

consideration with [redacted]. He may contact our office to discuss this option

further.

If you require any further information,

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

Sincerely,

Wall & Associates, Inc.

Review: I am a disabled veteran by all standards of being disabled also by the standard of Social Security Administrations. I have some issue with the IRS. I found out about Wall & Associates, Inc. so I thought I would retain them to solve my issue with the IRS. I have been told that they are for the most part tax attorneys and they have handled countless cases similar to mine. On August 29, 2013, I gave them the sum of $2500 for the purpose to solve my IRS issue. The office where I paid my initial retainer it was at many Attorneys’ offices so I believe that they are tax attorneys. August of 2016 will be 3 years and nothing has been done. Countless times I received phone calls, emails demanding monthly payments of $350.00. I paid to Wall &Associates the sum of $7050.00. Nothing was solved. I have been promised and told many times over that their tax attorneys are working on my behalf. Every so often I have been asking to update the power of attorney. Short while later, I was asking again to update a new power of attorney. And yes I have been told again to update a new power of attorney. They told me that it is the government bureaucracy that was the reason the case still ongoing. I also was told to keep on making payments of $350.00 a month. When I called I have been told that a mistake was made on their part and that they are going to correct it. But I have to make sure that I continue to pay $350.00. I ask many questions, the answers were always vague. They said they are still working on the case. I have informed them that I am going through serious medical issues; they promised they will solve the problem within a 6 month time frame but not more than a year. Now it is going on 3 years. I took it upon myself to reach out to the IRS and the first thing I have been told by the IRS agent. “That this should have been solved a LONG TIME AGO.” This is what the agent has said word for word. The IRS agent told me to speak to a different division in the IRS. To my surprise again Ms. [redacted] (IRS agent) told me that it is customary Wall and Associates, Inc. to do this and drag their feet so they could keep on collecting money. I have been told also from the IRS agent that I am not the only one that this has happen to. She had experience countless cases similar to mine. So I am requesting full reimbursement of every dollar I had paid to Wall & Associates, Inc. the sum of $7050.00. It is sad to know that there are people who will take advantage of others to gain money and not provide appropriate and sufficient service. I am a disable Veteran that I should not have been subject to such an ordeal. Based on all the complaints that I read from Wall & Associate lied about providing itemized statement. Every story that I read when time came to read Wall & Associate answers were filled with discrepancy. In this matter, if only few people have complained I understand. But Wall& Associate have done similar things to 100’s of poor customers that Wall & Associate, Inc. took advantage of. I want EVERY penny I gave them, moreover few people who had worked on the case no longer work there, somebody else replaces them and so on. Same results nothing was done as they promised. They did not just breach a contract; I believe they violated all the professional and moral standards.

Sincerely:

RobinDesired Settlement: I want all my money that I paid to your company refunded since you did not fulfill your promise and delivered an ultimate solution.

Business

Response:

Revdex.com Serving Central Virginia ATTN: [redacted] 720 Moorefield Park Dr. Suite 300 Richmond, VA 23236 RE: [redacted]: Revdex.com Case #: [redacted] Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in August of 2013 for administrative tax representation. I have enclosed a copy of a 1prepared case summary that was forwarded to Ms. [redacted] on November 18 h for her reference. Ms. [redacted] lists several issues in her complaint that our office will address. As always, the best way to ascertain the reason for certain actions taken on a case in lieu of others is to merely contact our office. Ms. [redacted] states that she believes our company may be attorneys. To clarify, Wall & Associates, Inc. staff are not attorneys, we do not hold ourselves out to be attorneys. We make this clear to clients at the onset of their case to ensure miscommunication issues do not arise during the case. Our office has worked with Ms. [redacted] for several years in order to obtain a favorable resolution to her tax issues. Our office submitted an offer in compromise on two occasions for Ms. [redacted]. The first offer was submitted in early October of 2014. In November of 2014 our office was informed that Ms. [redacted] was considering filing bankruptcy. Mr. K[redacted], an authorized contact on Ms. [redacted]'s case, was informed that filing bankruptcy would cause any offer to be closed, he stated to our office that he would recommend to Ms. [redacted] that she not file bankruptcy. On February 18, 2015 our office was informed by the offer examiner assigned to Ms. [redacted]'s case that the offer had been closed due to an ongoing bankruptcy. Our office was unable to submit an additional offer until the bankruptcy coding had been removed by the Internal Revenue Service and the bankruptcy had been finalized. Ms. [redacted] informed us the bankruptcy was completed on May 13, 2015. The second offer was submitted to the IRS on July 16, 2015 and was assigned in early October of 2016, but due to billing discrepancies on Ms. [redacted]'s account we were not able to argue the offer for her. Our office is more than willing to work with our valued clients when billing complications occur due to circumstances that arise during their case. Our office was very accommodating in this regard with Ms. [redacted]. Our office has worked very hard to address her ongoing tax liability and bring it to a succt!ssful resolution. Unfortunately, circumstances arose during her case, which were not the fault of Wall & Associates, Inc., that significantly hindered her case. Ms. [redacted] mentions repeated requests fur updated Power of Attorney forms. Our office does request updated Power of Attorney forms when necessary to increase the number of individuals who can actively represent a client on a case. This is standard practice and is purely for the benefit of our clients. Ms. [redacted] mentions speaking with Ms. [redacted] at the IRS. I cannot comment as to the reasoning behind this agent's defamatory statements, but it is important to remember that our office aggressively defends our clients' interests and some agents may have a negative impression of the tax resolution industry or our company. This is unfortunate, but our tremendous record of success stands in stark contrast to Ms. [redacted]'s defamatory statements. Our office cannot authorize the full refund of the fees paid to our company. Our office has not taken advantage of Ms. [redacted] and we have worked to resolve her case in a professional and competent manner. Our office would never delay a case to facilitate collection of a monthly fee. The added administrative burden make this an unreasonable assumption. Our case teams are incentivizecl to hpossible. We have nut defrauded Ms. [redacted] and it is unfortunate that she feels this has been the case. I hope she will review the attached case summary and understand why our office cher a refund. 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] Enclosures: As Stated WALL & ASSOCIATES, INC. P.O. Box 1301 Pulaski, VA 24301 Phone: 888-680-3211 Fax:888-678-5091 November 18, 2015 Robin [redacted] Dear Ms. [redacted]: It is our goal to provide a high level of service to all of our clients while working to bring their tax matters to an ultimate resolution. We work very hard to ensure that we are doing our best in these regards. Below, you will find a summary of the action taken by our company on your case. You sought and obtained administrative tax representation from Wall & Associates, Inc. in connection with outstanding tax matters with the Internal Revenue Service (IRS) and state of Ohio. Your file was established on August 30, 2013, and we began working immediately. We called you tha: day to discuss some initial information regarding your case, introduce the team that would be working with you, and schedule a follow-up call with you for September 12, 2013 so that we could discuss your case in greater detail. We faxed Power of Attorney forms to the Central Authorization File (CAF) Unit of the IRS to notify them of our representation. We then prepared a formal, written request to have your account placed in Currently Not Collectible status, and submitted it to the IRS for processing. We mailed several letters to you that day, including a request for the initial financial information we would need in order to evaluate your case, and updated Power of Attorney forms for both the IRS and state. We attempted to speak with the IRS Practitioner Priority Service that day to discuss your aecount, but were unable to reach an agent directly. We called the IRS Practitioner Priority Service (PPS) on September 4, 2013 and spoke with Mr. [redacted]. He advised us that you had no outstanding balances at that time, and that all required returns had been filed, but that your 2011 return was under review for underreporting, and a balance would be assessed. We then called the state of Ohio and spoke with Stacy. She advised us that you had small balances for tax years 2005, 2007, 2008, and 2009, and that we would need to contact the state Attorney General's office for more information. We called them that day, and were advised that your name and Social Security Number were not on file, and they had no record of your account. We spoke with Ms. Calabreeze with the IRS Automated Collection Service on September 6, 2013, and requested a collections hold on your account. On September 10, 2013, we received updated Power of Attorney forms from you, along with some of the initial financial information we had requested, and saved copies to your file. We mailed a letter to you that day regarding our representation, and returned a call to you. We discussed an email you had sent to us, and also requested paperwork regarding your service-related medical issues, as this could assist us with your case. We received these documents from you that day, and responded to your email to confirm receipt. On September, 12, 2013, we spoke with you for our previously scheduled conference call, and discussed your case in detail. You provided information regarding your current financial and medical situations, including your monthly income and expenses. On October 14, 2013, we called the Ohio Attorney General's office regarding your case, but were unable to speak with a representative, as their office was closed for a holiday. We called the following day, and were informed that they still did not have record of your account on file. On October 25, 2013, we placed a call to you to discuss any recent changes to your financial situation. We explained that we had been in contact with the state, but had not been able to discuss your account, and you stated that you were not aware of any balances you had with the state. We called you on November 27, 2013, and discussed your case. We explained that you would have IRS balances for tax year 2011, but that they had not yet been assessed. You stated that you were working on obtaining disability, and had hired an attorney to assist you wHh this. We then mailed a letter to you to advise you of our recent office address change. We spoke with you on December 13, 2013, and you stated that you were being denied for disability and Social Security income, and that your wounded warrior benefits would likely run out in early 2014. We also discussed several of your monthly expenses, including a USAA loan, and the $400 per month you paid toward your car loan. We used this information to prepare an updated financial statement, and on December 16, 2013, we obtained updated IRS Account Transcripts in order to verify the balances on your account. At that time, your 2011 balances had not yet posted. We received your 2012 federal and state tax returns on December 17, 2013, and saved copies to your file. On December 26, 2013, we mailed a letter to you to update you on the status of your case. On January 2, 2014, we received an email from you containing several IRS notices, which we saved to your file. We called you that day and advised you that these were computer generated notices, which you would continue to receive while you had an outstanding balance. We called the IRS underreporting unit on January 10, 2014, and spoke with Ms. Marcinas. We requested the CP2000 notice for tax year 2011, and received it via fax that day. We mailed a letter to you on January 29, 2014, reminding you of the upcoming deadline to file your 2013 return. We spoke with you on February 18, 2014 regarding your case, and explained that we were following up with the IRS, and waiting for your 2011 balance to post. We mailed a letter to you on February 28, 2014, reminding you to send copies of any IRS notices you received. We requested and received updated IRS Account Transcripts on March 14, 2014, and determined that your 2011 balance had not yet posted. We spoke with you that day, and you stated that you had not yet filed your 2013 return. You stated that you would likely owe a balance, and we asked that you file the return so that we could include the balance in an Offer in Compromise. We mailed a letter to you on March 24, 2014 requesting a copy of your 2013 tax return as soon as it was completed. On April 2, 2014, we received your 2013 federal and state returns, and saved copies to your file. We prepared cover letters, and submitted your original returns to the IRS and state via certified mail on April 8, 2014. We spoke with you on April 24, 2014, and discussed your current financial situation. You explained that your current income source would be ending, and that you had applied for Social Security. We emailed you a copy of the financial statement we had prepared on your behalf on April 25, 2014, and asked that you review it for accuracy, sign, and return it. We spoke with you on April 28, 2014 regarding an error on the financial statement, and corrected our copy with the information you provided. On April 29, 2014, we mailed a letter to you informing you about an ongoing solicitation scam that our office had been made aware of, in which individuals were impersonating the IRS, and calling taxpayers in an attempt to gather personal and financial information from them. We called you on May 16, 2014 regarding your financial statement, as we had not yet n!ceived it, but were unable to reach you and had to leave a voice message. We spoke with you later that day, and you stated that you had sent an email requesting that your Social Security Number be corrected, and a new copy of the form sent to you for signature. We made this correction and sent the updated financial statement to you via email on May 19, 2014. On May 29, 2014, you called us and stated that you had received an IRS notice that they were making changes to your 2011 tax return. We asked that you send a copy of this notice to us so that we could review it, and respond if necessary. We explained that your 2011 tax return had been under review, and that this was likely the letter notifying you that they had assessed the additional balance. On June 6, 2014, we spoke with you regarding this notice, as we had not received it from you. You also advised us that you had an attorney assisting you with your tax matters, and would like us to speak with him. We received an email from you on June 9, 2014 regarding your financial statement, and called you that day to discuss it, but were unable to reach you and had to leave a voice message. You returned our call, and we discussed your financial statement. At that time, you informed us that you would rather have us communicate through your attorney, and we asked for a signed statement allowing us to speak with him in detail regarding your case. We also discussed the Notice of Deficiency process, and the Tax Court rights afforded to you by this notice. We spoke with you again on June 23, 2014, and on June 30, 2014, we mailed a letter to you requesting a signed authorization for us to speak with your attorney. We spoke with you on July 7, 2014 regarding an IRS notice you had received about our Power of Attorney form. We explained that these notices were common, and that we would respond to it. You requested copies of all IRS correspondence, which we agreed to send to you. We inquired about the signed authorization for us to speak with your attorney, and you stated that you had sent it to us via email. We verified that we had not received it, and you re-sent it to us that day. We attempted to call you to confirm receipt, but had to leave a voice message. We placed a call to your attorney, Mr. K[redacted], on July 16, 2014, but were unable to reach him and had to leave a voice message. He returned our call the following day, and we explained the Tax Court waiver, which we had mailed to you the previous day. We asked that he have you sign this and return it, and explained the next steps 'in your case. At his request, we emailed a copy of the tax court waiver to him that day. We received it back from you with signature on July 21, 2014, and saved a copy to your file. We also spoke with you that day, and explained that we would forward it to the appropriate parties, and that we would send copies of all IRS correspondence to you by the end of that week. We prepared this information, and sent it to you on July 23, 2014 via certified mail and email. We spoke with you regarding the correspondence on July 25, 2014, and explained that the majority of our work with the IRS was done via phone. We further discussed the financial review we had performed on your case, as well as the Offer in Compromise process. On August 28, 2014, we attempted to obtain updated IRS Account Transcripts in order to determine whether your 2011 balance had posted, but were unable to do so. We spoke with Mr. K[redacted] that day and explained that we would need updated Power of Attorney forms from you in order to do so. We further explained that after the balance had posted, we could finalize your Offer in Compromise documents and send them to you for signature. We received a call from you the following day, and you requested that we send the Power of Attorney forms to you via email. The forms were sent to you that day. We received the signed Power of Attorney forms from you on September 2, 2014, faxed them to the Central Authorization File (CAF) Unit of the IRS, and saved copies to your file. We called the IRS Automated Collection Service (ACS) on September 15, 2014, and spoke with Mr. Phelps. He advised us that there was an updated balance for the 2013 tax year, and stated that he would fax updated Account Transcripts to us. We spoke with you that day and explained this, and discussed our plans for your case. We called the IRS ACS the following day, as we had not received the updated Account Transcripts, and received them from Ms. W[redacted] that day. We reviewed them, determined that your 2011 balances had not yet posted, and saved copies to your file. On September 19, 2014, we mailed an informational letter to you regarding the IRS federal tax lien process. We called the IRS underreporting unit on September 23, 2014, and spoke with Ms. F[redacted] regarding your account. She stated that your balance sho.uld he . assessed soon, and we explained that we needed this to be expedited so that we could submit an Offer m Compromise. She stated that she would request the CP90 to be issued, and that the assessment should close within a few weeks. We called you that day and explained our conversation with Ms. F[redacted]. We verified the information on your financial statement, and in anticipation of the 2011 balance posling, we prepared Offer in Compromise documents and emailed them to you for review and signature. W e received your signed financial statement on September 25, 2014, and called you the following day to request the signed Offer documents. You stated that you would print the forms and mail them to us the following Monday. On October 1, 2014, we received the signature page of your Offer documents, and saved a copy to your file. We verified on October 6, 2014 that your 2011 balance had posted, and immediately sent your Offer in Compromise documents to the IRS via certified mail. We mailed a copy of the submission letter to you for your records, and called you to inform you that it had been mailed. We received an IRS notice regarding the changes to your 2011 return on October 16, 2014, and saved a copy to your file. On October 31, 2014, we received notification that your Offer in Compromise had been received by the IRS. We called you on November 7, 2014 and explained that your Offer had been received, and was awaiting assignment to an Offer Examiner. We discussed the timeframe for an Offer, and mailed a letter to you that day to advise you that your Offer was in queue. At your request, we called Mr. K[redacted] that day, and explained the Offer process to him. He stated that you were considering filing bankruptcy, and we advised him that doing so would cause your Offer to automatically be rejected. He stated that he would advise you against filing bankruptcy at that time. We received a message from our accounting department on November 21, 2014, asking that you call Mr. K[redacted] to discuss concerns regarding your case. We spoke with him that day, and further discussed the Offer in Compromise process, and the associated timeframes. He stated that you were in a dire financial situation, and we agreed to submit a request for a member of our Client Services Group to contact you and discuss your fees, as the case team did not handle that portion of your case. We called the IRS on November 24, 2014 and spoke with Ms. Banchbag, who verified that your Offer had been received and was still in queue to be assigned to an Offer Examiner. On December 9, 2014, we called the state of Ohio and spoke with Angela regarding your account. She confirmed that you had no outstanding balances, and that all required tax returns had been filed. We also received notification that day from our Client Services Group that your account had been placed in a monitoring status until your IRS Offer was assigned. On February 18, 2015, we received an IRS notice stating that your Offer in Compromise had been closed due to bankruptcy. We spoke with you that day, and you confirmed that you had filed for bankruptcy, which would be closed within the month. You stated that you had spoken with the IRS, and they had advised you to submit a new Offer once your bankruptcy was complete. We explained that speaking with the IRS directly could cause them to revoke our Power of Attorney form, and also confirmed with you that you had not included your tax balances in your bankruptcy filing. We received an email from you regarding this on March 23, 2015, and you requested that we file a new Offer in Compromise. We verified through IRS Account Transcripts that your bankruptcy code had not yet been closed, and called you to discuss this. We explained that we could send a new Offer at that time, but that it might be rejected if we did so before the bankruptcy code had been closed. You ultimately decided that it would be best to wait until this code had been closed before submitting a new Offer. We received an email from you on May 13, 2015, advising us that your bankruptcy was complete, and you were ready to submit a new Offer. We discussed this with our Client Service Group, as your case was still in monitoring status, and were advised that we could submit a new Offer without resuming your monthly billing. We requested and received updated IRS Account Transcripts on May 20, 2015, and confirmed that the bankruptcy code was closed. Per these transcripts, you had not yet filed your 2014 return, but had filed an extension. We spoke with you that day, and you stated that you hac the return finished and would submit it. You confirmed that there were no changes to your financial statement, and.we mailed an updated copy to you that day, along with the updated Offer in Compromise documents. We received these documents from you with signature on June 17, 2015, and submitted them to the IRS that day via certified mail. On July 16, 2015, we received an IRS notice regarding your overpayment being applied to your outstanding balance. A copy of this notice was saved to your file. On October 7, 2015, we received a message from Ms. Brooks with the IRS, and returned her call, but were unable to reach her and had to leave a voice message. We also attempted to call her the next day, but were unable to reach her, and a message was left. We received an IRS notice on October 15, 2015, requesting additional financial documentation, as well as Offer in Compromise fees, in order to review your Offer. We called you that day to discuss this, but had to leave a voice message. We then mailed and emailed a letter to you regarding the information that had been requested. You returned our call later that day, and we spoke with both you and Mr. K[redacted] regarding your Offer. We explained that it had been assigned for review, and that there was a deadline of October 23, 2015 to provide the requested information. We explained that if this deadline was not met, the IRS could close the Offer, and Mr. K[redacted] stated that you would begin working on gathering the information. We attempted to speak with you on October 23, 2015, as we had not yet received any of the information. We were unable to reach either you or Mr. K[redacted], and left messages for you both. We sent a fax to Ms. Brooks that day, requesting additional time to provide this information, and also left several voice messages for her that day. Ms. Brooks returned our call on October 28, 2015, and stated that she would allow us until November 6, 2015 to provide the requested information, as well as the Offer fees. We were notified by our accounting department on November 4, 2015 that your account had been placed in a non-working status, due to a payment discrepancy. We called you on November 6, 2015 to discuss this, as well as the requested information, but were unable to reach you, and had to leave messages for both you and Mr. K[redacted]. We received an email from you on November 9, 2015, regarding your case. We placed a call to you that day, but were unable to reach you and had to leave a voice message. Ultimately, we work hard to resolve our clients' tax liabilities and concerns and take customer satisfaction seriously. We have worked very hard on your case during the time we have represented you, and would like nothing more than to resolve any misunderstanding or miscommunication that h~ taken place. There are still resolution options available for your tax matter, and I request that you contact me directly to discuss moving forward with your case as quickly as possible. We want you to be satisfied with our services, and request that you please contact our office so that we may promptly resume work on your case. Thank you. Stefanie [redacted] Team Manager

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 rebuttal.

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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