Wall & Associates, Inc.

Review: My husband and I met with their so called rep early April . We have an [redacted] issue. We were promised that they would remove the liens from our house immediately. That they would sue the [redacted] for my wife's suffering over the abuse. They wanted 3000 up front and 300 a month after three month** This concerned me and I ask [redacted] the rep how long does it normally take for a case like mine. He said about three month** When I got home I was upset and started researching this company. I found they have many complaints against them. I panicked and called freaking out. They said they were sorry and to trust them. My case should not take that long. I called a real attorney this past Friday and today she not only called the [redacted] for me but, was able to work with the [redacted] to put my husbands account and mine back together again. Wall & associates has not even done that in over three month** This company prays on people who have serious issues with the [redacted] and takes their money and does little to help them. There are no notes inmy file with the [redacted] of them even working it. Not sure about my husbands. They drag out your case to collect their monthly fee. My attorney is my witness and both [redacted] and I were present when the promises were made. I owe the [redacted] 4500 I request my money back in a full refund or I will seek legal counsel . This company is ripping people off when they do not know the first thing about [redacted] laws. If they did they would have done what the real attorney did. She is more upset that they stole my money . I want a full refund and this company needs to be investigated for their trickery and practice**Desired Settlement: Nothing less then a full refund of my 3000 dollars will satisfy me

Business

Response:

Dear [redacted]We are writing in timely response to the above referenced complaint received on September23, 2014 (copy [redacted]). Mr. & Mrs. [redacted] sought out and hired our services in July 2014 foradministrative tax representation.Upon receipt of Mr. & Mrs. [redacted]’s case in the late afternoon of July 2, 2014, Power ofAttorney forms were immediately filed with the [redacted]) to inform them ofour representation. Formal correspondence was also sent to the [redacted] that day that requested that theiraccount be placed into a Currently Non-Collectible Status and help ensure that they were protectedfrom possible aggressive collection action by the [redacted]. An introductory letter was also sent directlyto Mr. & Mrs. [redacted] that provided them with our contact information and some items to expectover the course of their case. We then attempted to reach the [redacted]s that day as well, but wereunable to speak with them directly or leave a voicemail message as their voicemail box had not beenset up. The following day, July 3, 2014, we called the [redacted] and it was determined after speaking with[redacted]that there were two separate liabilities, mirrored accounts according to the [redacted], in which Mr.[redacted]’s balance due was calculated at approximately $11,523.12 for tax years 2003, 2006, 2008,2009, 2010, 2011, and 2012, and Mrs. [redacted]’s at $4,530.35 for tax years 2003, 2009, 2010, 2011,and 2012. During this call it was also concluded that Mr. [redacted]’s account was with the TaxpayerAdvocate Service and Mrs. [redacted] had entered into an Installment Agreement in the amount of $100per month due on the twenty eighth of each month prior to our representation. We also obtained theCollection Statute Expiration Dates for Mrs. [redacted]’s account. Account transcripts were thenordered to verify the information provided by the representative. We again attempted to reach Mr. &Mrs. [redacted] on two additional phone numbers listed in the initial information received with theircase, but we were unable to speak with either one directly,and voicemail messages left each time.Since we had not received any communication from the[redacted], we tried to reach them again onJuly 7, 2014, but to no avail and another voicemail messagehad to be left. Immediately following,correspondence was mailed to them that detailed our previousattempts to reach them and alsorequested specific financial information and previouslyfiled tax returns in order to begin evaluatingpossible options for the resolution of their case. Laterthat day, we returned a call to Mr. [redacted] andduring our conversation, he deferred to Mrs. [redacted] todiscuss the case further as he indicated thatshe would be the primary point of contact for the case. Mrs.[redacted] then called into the office, andwe discussed the background of the case with her,specifically regarding the Innocent Spouse claimshe had filed for the previous balance when she and Mr.[redacted] had separated for a time. She alsoinformed us that even though they were reunited a short timelater and continued to file joint returns,the [redacted] had continued to split their liabilities intomirrored accounts. At the conclusion of theconversation, we scheduled a follow up call for July 25,2014.In the meantime, on July 8, 2014, we again spoke with Mrs.[redacted] and confirmed the dateand time of our upcoming call. We again contacted the [redacted] ontwo separate occasions and spoke[redacted], on July 10, 2014, to gather additional recordsregarding the split liability accounts whichwere received in our office that day. Then on July 14, 2014,Mrs. [redacted] sent E-mail correspondenceto our office which informed us of her intent to supply thepreviously requested financial informationfor review and also discussed the sale of her camper. HerE-mail correspondence went on to discussher feelings regarding the [redacted] treatment of her taxsituation. The E-mail also mentioned the [redacted]Installment Agreement payment for June of 2014 which she hadcanceled online and at that time hadalso noticed that Mr. [redacted] had been added back to heraccount with the [redacted]. All of this she stated,may have been related to the prior contact that they hadwith the Taxpayer Advocate Service. Weplaced a call to Mrs. [redacted] that day in response to herE-mail correspondence and confirmed receiptof her E-mail as well as a fax that she had sent to ouroffice. During the call, we also discussed thepossibility of the split accounts being rejoined and advisedher that we would follow up with the [redacted]as quickly as possible. Then on July 22, 2014, we returned aphone call to [redacted]with the [redacted] Automated Collection System (ACS), anddiscussed the case briefly. We then returneda call to Mrs. [redacted] that day and she stated that shewanted to inform us that Ms. [redacted] would becontacting our office and we confirmed our communicationwith Ms. [redacted] earlier that day. Inconversation, Mrs. [redacted] also indicated that she hadwritten a strongly worded letter to[redacted] concerning her feeling that the [redacted] was incompetentand the representatives of the [redacted] withwhom she spoke before hiring our company were rude. At theconclusion of the call, we againconfirmed our follow up call for July 25, 2014. We thencontacted Mrs. [redacted] for the scheduledcall and discussed the information that we had obtained fromthe [redacted], the Innocent Spouse claim thatMrs. [redacted] had previously filed, and also reviewed theirfinancial situation in detail to beginassessing options for the final outcome of their case.On August 18, 2014, we returned a call to Mr. [redacted] buthad to leave a voicemail message.Later on, Mr. [redacted] returned our call and we discussedthe request for Currently Non-Collectiblestatus that had been submitted to the [redacted] on their behalfpreviously. We also discussed the financialstatement that we had reviewed with Mrs. [redacted] thepreceding month. Mr. [redacted] then voiced hisdesire for the case to be completed by the end of the month.However, we did explain to him that thiswas a difficult goal to reach given the fact that the taxmatter dated back 13 years. We did, however,reassure Mr. [redacted] that we would work towards a finalresolution as quickly as possible. Then onAugust 25, 2014, we placed a follow up call to ACS regardingthe request for Currently Non-Collectible status and were advised by therepresentative, [redacted] that our request was currently under review buthad yet to be assigned to a particularagent. We also requested that the split liability accountsbe combined and [redacted] resisted, butwent on to discuss [redacted] account as well andprovided detailed information regarding theInnocent Spouse claim which had been filed. She informed usof very private and personalinformation listed by the client in the Innocent Spouseclaim, and that police reports accompanied theoriginal request; however, it was ultimately denied. Therepresentative again confirmed theInstallment Agreement that Mrs. [redacted] had established andadvised our office that she was injeopardy of defaulting that agreement. At the conclusion ofthe call, the agent advised that the requestfor Currently Non-Collectible Status would have to bereviewed in its entirety before the splitaccounts could be combined. We followed up with Mrs.[redacted] directly after this call and informedher of our conversation with the [redacted] and further discussedthe previously filed Innocent Spouse claim.Mrs. [redacted] also informed us that she didn’t feel that theaccounts were actually mirrored at the [redacted]since [redacted] liability was more than hers and thatshe had estimated a balance due ofapproximately $5,000 once the separate accounts were joined.She also voiced her discord with Mr.[redacted] to the case team that day.On September 9, 2014, we began preparing Form 911, Requestfor Taxpayer AdvocateService Assistance, in order to work towards a resolution ofthe separate accounts and this documentwas completed and faxed to the appropriate office thefollowing day. We were contacted that sameday, September 10, 2014, by an employee of that group, [redacted] but unfortunately were unable tospeak with him initially and had to leave two voicemailmessages with his office. We then contacted[redacted] on September 12, 2014, and were unable to speakwith him directly at that time. [redacted]returned our call later that day and informed us that wewould be contacted by an advocate no laterthan September 18, 2014. We then immediately contacted Mrs.[redacted] and provided this informationto her and she expressed her gratitude towards the caseteam. A letter was also sent to Mr. & Mrs.[redacted] on September 12, 2014, that provided a reminder tothem to provide copies of all noticesreceived from the [redacted] to our office for review.Subsequently, we were not contacted as scheduled onSeptember 18, 2014, but were able to speak with [redacted] of the Taxpayer Advocate Servicethe next day. During our call with Mr. [redacted], he advised usthat it appeared that Mrs. [redacted]previous installment agreement payments had been applied toMr. [redacted] account but wouldreview this matter further and follow up with our office nolater than October 6, 2014. Upon ourconversation with Mr. [redacted], we spoke with Mrs. [redacted]and provided an update on the status oftheir case to which Mrs. [redacted] again conveyed herappreciation to the team.Then on September 24, 2014, Mr. [redacted] voiced concernsregarding their case and demandeda refund of the fees paid to our company. Mr. [redacted] wasthen immediately referred to our ClientServices Group to review the case, assist with any issues,and address his request for a refund.In Mr. & Mrs. [redacted] complaint, it declares thatthey were promised that liens would beremoved from their home immediately. Unfortunately,throughout the duration of the case, it wasnever noted or mentioned to the case team that the lien wasobstructing them currently and or theirneeds to have it removed. Tax liens are placed by the [redacted] tosecure the [redacted]’s interest due to an activedebt by the taxpayer. They are similar to a judgment filedagainst anyone with an outstanding debt.Typically, we ensure liens are released at the conclusion ofa client’s case after resolution has beenachieved. There may be other options for lien releasesbefore tax debts are fully resolved but theyare difficult to negotiate. Certainly if the clients hadaddressed the concern of the lien to the caseteam, the removal options would have been reviewed anddiscussed with the [redacted] immediately.Mr. & Mrs. [redacted] complaintalso declares that an Attorney they had contacted called the[redacted] on their behalf and effectively achieved the outcomethey desired. Our office had been workingon this with the [redacted] since the time they became clients.Additionally, their statement proclaimed thatthe [redacted] has no notes in their files of our office workingthe case. Wall & Associates, Inc. worked withdifferent [redacted] employees over the term of the agreement.Furthermore, employees working on the casecoordinated with the Revenue Officer about the extent of thetaxes due, the Taxpayer AdvocateOffice, and planned enforcement if there was no progress.Moreover, in the [redacted]’ complaint, it indicated thatthey continued to receive notices formthe [redacted] regarding their liability. This correct and is alegal requirement of the [redacted]. Even though ataxpayer has [redacted] representation, the [redacted] still sends noticesto the taxpayers, and copies therepresentative on the notices issued. This is a requirementin the Internal Revenue Code. This is whywe advise clients to let us know of any notices they doreceive so that we can confirm we havereceived the notice as well. We also advise clients of ourplanned response to the notices.Finally, the [redacted] complaint indicates that they hiredour services on April 10, 2014. Perour records, [redacted] contacted our company onJune 24, 2014 and signed their contract withus on July 2, 2014. We had no ability to perform any workfor them prior to July 2, 2014 as they hadnot signed up with us prior to that date.We would be glad to discuss the case further and the workthat was performed with the[redacted]. We are also open to discuss the options for feeconsideration with them so that we cancontinue work on this matter. While it is unfortunate wecould not resolve this matter internally withthe clients, please be aware that the attempts to do so weremade. It does become difficult to dealwith two spouses who are not on good terms with each other.We put forth great effort to do so andkeep both spouses content. We would like to continue workfor them despite those difficulties.If you require any further information, please contact ouroffice. Thank you for your time andassistance with this matter.

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.

The only thing they have right on this response is the dates I hired them. The promise to remove the liens and, sue the [redacted] came from their salesman Mr. [redacted]. I did complain via their website and through their fb page and someone called me and said they salesman should not have said that to u** I told him well you have my money based on promises you are telling me you can not give,. He told me they would fix our [redacted] issue quickly. As far as phone calls and not being about to get me? Really? You are using my cell phone as an excuse that is does not have voicemail and it does not you are correct. You knew [redacted] works nights and sleeps during the day. You were told to call my Work office number and yes I do have voice mail and will get the records of how many times you used it to contact me. You state you filed this and that and really have a keen way of stringing the [redacted] along to continue your payment plan to victims of your scam. You state you had conversations with me that never took place. Your last paragraph "It does become difficult to dealwith two spouses who are not on good terms with each other." I have no idea what you are insinuating here. And why would you even mention the domestic violence and police reports? The fact of the matter is the injured spouse claim was denied. You are very good at writing to try to deflect the real issues here. Your company is a scam. you send out salesman to tell people lies in an office you rent State to State. You take money then do not give what is promised and claim it is not documented. Your are very good at what you do except I ended up getting an authentic Tax Attorney Jana Olson. She will be reaching out to you as she was the one that actually fixed the [redacted] issue and has it on track. She has taken the steps in 2.5 hours that your company was not able to do. In reality you can but, you choose to go in different directions to allow the cases to drag on. I want my money back with no exceptions or I will sue you in civil court to the full extent the Law will allow me. My Attorney will be contacting you if you do not agree to return my money. The following is from Attorney- she was blow away at the steps you took or were taking to clear my [redacted] issue up.

Started out good took care of my federal taxes with in 6 months two and a half years later they was still working on my state taxes always calling me asking for documentations that I gave seem like every month I gave three hundred dollars and when my job ended that's when they cut me off cold after I paid them ten thousand dollars.

I appreciate everything that Wall and Associates Inc. And my team had helped me with throughout my troubles for the past year now. Once they had told me my verdict it was a big weight off my shoulders. Thank you guys soo much .

I was a former Wall & Associates client. I owed the Internal Revenue Service roughly $25,000 in back taxes. When I became a client with Wall, I was skeptical of promises made by the associate. However, once I was assigned to a case team these fears were alleviated by their professional demeanor. They were able to argue and negotiate my balance down to $100. I am very grateful for their assistance and I would gladly recommend them to anyone who feels jeopardize or frighten by working with the IRS.

Review: I hired them to handle a tax issue. Two and a half years later at $450 a month, nothing has been done. We had a tax issue from 2009 when the economy dropped. It was a hardship on us as a business. They promised they could produce the amount we owed in back taxes. I am not disputing the fact that we need to pay those but thought that due to hardships we could have had some sort of assistance. We had a lien placed on our business and when that happens, companies call you trying to solicit services. This is how we got mixed up with this company and they have done nothing for us.Desired Settlement: I would like to have my money back.

Business

Response:

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

Review: Signed an agreement in May of 2012 to have Wall&Assoc settle my back IRS Tax Debt. I have paid over $9000.00 to the firm between May 2012 and October of 2013. Reached out to Wall & Assoc the entire length of contract for status, updates, assistance and no work or resolution had been done. I contacted the IRS on my own and removed POA for W&A. I was then provided transcripts by the IRS showing the history of my tax years during the time of the signed agreement/contract. I was then able to work with the IRS on my own and resolved the issues. Able to remove all penalties, demands, etc...from back taxes = all done in a matter of minutes and a visit to a satellite IRS office. Tried to work with W&A on a refund - they agreed to [redacted] refund and then [redacted] refund which I refused. My attorney from my home state contact W&A through certified mail. W&A signed for the letter and never contacted us back. My attorney has now advised that I obtain counsel in Virginia which I am doing, but was advised that the first step is to assign a formal complain in VA state. I have all of the history on this acct and am due a full refund.Desired Settlement: Full refund of all money spent - settlement prior to further legal actions is desired

Business

Response:

Dear [redacted],

We are writing in timely reply to the complaint filed by [redacted]. Please be aware that [redacted] previously filed a Revdex.com complaint against our office in January 2014. This complaint was handled by the Washington D.C./ Eastern Pennsylvania Revdex.com office.

Please note that we have attempted already to work with [redacted] and to resolve her complaints. As she mentions, we did offer a significant refund of $[redacted] to her. However, she rejected that offer and has chosen to continue to file complaints.

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

Sincerely,

Wall & Associates

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.

for your information, the first complaint was closed as Wall&Assoc wanted to work directly with me. When they offered the $[redacted] I did refuse the offer. I have hired an attorney at this point. The $[redacted] settlement is completely unacceptable. I have no idea what type of work was performed by them at a cost of $[redacted] to me. I have the IRS transcripts from 2008 2009 and 2010 Tax years during the time in which I was under agreement with Wall & Associates. These transcripts along with my detailed history and records prove that a full refund is warranted.

I will continue to pursue a full refund and legal action regarding this issue as the letter from my attorny above states.

Regards,

Review: On or about June 1, 2012 I was watching TV, an advertisement appeared on the screen from Wall and Associates stating that If you own more than $10,000 to the [redacted] they could help you by cutting what you owe them in half and perhaps even

a fraction of what you owe. At that time, I owed the [redacted] approximately $41,000. I called the number provided on the screen. I spoke with [redacted]. He invited me to come to his office located at [redacted]. I don't remember his suite number. When I arrived [redacted] took me into his office and asked me to explain the purpose of my visit. I told him that I owed several thousand dollars to the [redacted], and that I was struggling very hard to pay them.

He took a credit application and figured out that he could definitely help me. He told me that he could cut my [redacted] balance in half and get it to a fraction if what I owed the [redacted]. He told me to get started that I needed to give him check in the amount of $1,200. I told him that the only way I could get that much money was to deplete my (401-k). I took the money out and gave it to [redacted]. He told me that would be Wall and Associates Fee. He told me that I would then pay $400.00 her month. I understood that the $400.00 per month would go to the [redacted] or at least some part of that amount.. The $400.00 per month was deducted out of [redacted] debit card starting July 1, 2012. The last payment was taken from my account on October 1, 2014. I received a Legal Notice from the [redacted] on February 1st stating they were going to levy my Bank account for $40,000. I contacted Wall and Associates. They told me that the [redacted] settled with them by offering me a monthly payment of $710 per month. They told me that I did not have to pay that amount they just wanted to have more time to negotiate with them. On or about September 1, 2014 , I received a Legal notice from the [redacted] that they were going to place a Levy in the amount of 1,775.00 from my [redacted] Checking account with in 30 days. I contacted Wall and Associates. They wanted me to fax them a copy of that notice to them. I immediately faxed that note to them. I received a call back from Wall and Associates stating that the [redacted] notice was ( "bogus"). (Not from the [redacted]). I was told to ignore the letter. I followed their advice. Two weeks later, I received a legal notice of levy from the [redacted] stated that they drafted $1,789.00 from my [redacted] account. I called Wall and Associates and advised them of the situation they said they would follow up on the notice and get back with me. I called them two or three times a day after that, they did not return my calls.

I called the [redacted] and settled the mount that I owed them in approximately one hour. I currently have payment arrangements with the [redacted]. Wall and Associates my have called the [redacted] a few times on my behalf, other than that, they did represent me in a workman like manner. I'm not aware of any service they actually provided to me. I solved my Tax problem myself without any assistance from Wall and Associates. The services I paid them for were not rendered at all. They maid false promises to me. I also revoked the power of attorney I extended to Wall and Associates.Desired Settlement: Complete Refund of all funds taken out of my Wells Fargo Account by Wall and Associates because expected work and desired outcome was not met.

Business

Response:

Dear

[redacted],

We

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

October

10,

2014 (copy [redacted]). [redacted] sought out and hired our services in June 2012

for

administrative

tax representation. The case team rapidly acted on [redacted]’s case upon hiring

our

services for administrative tax resolution for the [redacted] on June 21, 2012. We

have worked very

hard

on the case since beginning work.

[redacted] hired our office on June 21, 2012. Upon receipt of his case, we attempted

to

contact

[redacted] to go over the initial case information received and left a voice

message

requesting

a return telephone call. We filed Power of Attorney forms that day with the

[redacted]. We

immediately

prepared and sent additional Power of Attorney forms to [redacted] for his

signature

along

with an initial letter. [redacted] returned our call the same day and we went

over the initial

information

needed for his case. We scheduled a conference call for July 10, 2012. We

subsequently

contacted the [redacted] on [redacted]’s behalf on the next day to get the balances on

his

account

and were informed that he owed $34,363 for years 2005, 2006, 2007, 2008, 2009,

2010,

2011,

and 2012. We also ordered account transcripts on that day to verify that this

information

was

correct. We obtained a 30 day hold on [redacted]’s account as well on that day

to prevent any

collection

action by the [redacted]. On June 25, 2012, we mailed a letter to [redacted] requesting

financial

information and also mailed a letter to the [redacted] to request his account be placed

into a

non-collectible

status. On the next day, we prepared and mailed [redacted] a [redacted]

Power

of Attorney forms. We spoke to [redacted] on June 27, 2012 to discuss questions

about

the

Power of Attorney forms in detail. [redacted] stated he would be getting all the

information

we

needed and forwarding it to our office. We spoke with [redacted] again on June

29, 2012 and

discussed

his case in detail. On July 9, 2012, we prepared a form 433-A from the initial

information that was provided

to

us by [redacted]. We called [redacted] the next day for his conference call at

the scheduled

time

and he requested that we reschedule it to 4:00 P.M. We called him at the

rescheduled time

and

went over his financial information to verify it was correct. We discussed the

Offer in

Compromise

program and explained the process and what are ultimate goals were for him to

work

towards

resolving his liability. We called the [redacted] on July 11, 2012 to obtain a skip

payment for

the

Installment Agreement previously set up by [redacted] before hiring our

services. We were

informed

that the Installment Agreement had defaulted due to the 2011 1040 balance and

that a

hold

had been placed on the account until July 27, 2012. We called the state of

[redacted] on

August

10, 2012 and found out that [redacted] had current liability of $1,059 owed for

tax years

2008

and 2011. We then called [redacted] after to inform him of the balance on the

account with

[redacted] but unfortunately had to leave a message. [redacted] called us on

August 27, 2014

and

we discussed his balance with the state in detail.

On

September 4, 2012, we spoke to [redacted] in detail about his case and provided

him

with

a case status update. We spoke with [redacted] again on October 12, 2012 and we

informed

him

that we were sending out a copy of the form 433A Collection Information

statement for his

review.

We sent the form on that same day and requested that he forward the form back

to our

office

signed with any changes noted. We contacted the state of [redacted] on

October 29,

2012,

to discuss possible resolutions for his liability and we were informed that

there was not a

Power

of Attorney recorded on file. We immediately faxed that information to Courtney

at the

Department

of Revenue and spoke with her in detail about [redacted]’s case. We were

informed

that

the previous Installment Agreement [redacted] had entered into had defaulted. We

further

discussed

with the agent the potential of Penalty Abatement as well as other potential

ways to

resolve

the liabilities.

We

spoke to [redacted] again on November 5, 2012 after he received a Final Notice

of

collection

action from the [redacted]. We explained what that notice was and also let him know

that we

would

be filing an appeal for a Collection Due Process Hearing. We filed that appeal

on November

16,

2012 and forwarded to the [redacted] on [redacted]’s behalf. We called [redacted] on

December

6,

2012 to follow up with him and let him know that we did file an appeal and what

to expect next

from

the [redacted] Appeals Office; unfortunately, we had to leave a message that day, but

returned

our call the following day and we discussed this information in detail.

We

received the letter scheduling the Collection Due Process Hearing on January 8,

2013

and

mailed a request for the information required for the hearing to [redacted]. We

called [redacted]

and discussed the upcoming hearing and the documentation that the Settlement

Officer was

requesting.

We spoke with [redacted] again on January 23, 2013 regarding the documentation

required

for the upcoming appeals hearing. After not receiving the information from [redacted]

on

January 24, 2014, for the upcoming Collection Due Process Hearing we called him

again to

follow

up. We spoke with him and he told us that he was still gathering the

information. On

January

25, 2014, the deadline to submit the required documentation, we still had not

received the

requested

information from [redacted]. We contacted the Settlement Officer with the [redacted] to

request

an extension to allow for additional time to provide the requested

documentation, a

message

was left and we also sent a fax. We then followed up with [redacted] and he said

that he

mailed

the documentation to our office that same day. We finally received the

information on

January

31, 2013 and forwarded this information to the [redacted] Settlement Officer. On

January 31,

2013,

we held the hearing at the scheduled time. During that hearing the [redacted]

requested that we

provide

additional information to verify the information listed on the Form 433-A and a

deadline of February 14, 2013 was given to provide the further information. We

immediately called [redacted]

after the hearing to give him details of what happened in the hearing and sent

a follow-up

letter

detailing the information needed. The documentation was received form [redacted]

on

February

8, 2013 and we immediately faxed that information over to the settlement

officer for

review

and consideration.

On

March 22, 2013, we spoke to [redacted] about his case in detail. We received

updated

financial

information from the client on March 25, 2013 and saved it to his file. On

March 27,

2013,

[redacted] called to inform us that he was going to be forwarding a copy of his

2012 Form

1040

return to us for our records. We received that information on March 29, 2013

along with a

copy

of the client’s retirement statement. On April 9, 2013, we discussed with [redacted] his tax

withholdings

as well as discussed his case in detail. On May 24, 2013, we attempted to

contact

[redacted] to discuss his case in detail and verify information on the form 433-A,

but were unable

to

reach him. On May 29, 2013, we called the [redacted] and spoke with Ms. Fitzgerald. We

ordered

account

transcripts to verify [redacted]’s updated account balances. On June 14, 2013,

we

contacted

[redacted] and discussed his case status in detail and let him know that we

would be

forwarding

an updated Power of Attorney for his signature to update our authorization with

the

taxing

authorities.

We

spoke with [redacted] again on July 8, 2013 and he informed us that he had not

received

the Power of Attorney form. We informed him that we would send that to him that

day

and

we did so. We received it signed from [redacted] on July 18, 2013 and

immediately filed it

with

the [redacted]. We additionally received a copy of a Notice of Social Security levy on

behalf of

[redacted] and filed an appeal on August 2, 2013. We spoke with [redacted] about the

notices

on

August 5, 2013 and let him know that an appeal hearing had been requested on

his behalf. We

contacted

[redacted] again on September 26, 2013 to provide him with a status update on

his case

but

had to leave a message. We attempted to call him again on October 25, 2013 to

request updated

financials

and provide him with a case update; unfortunately, a message was again left

requesting

a

returned call. [redacted] returned our call later that day. We provided him with

a case status

update

and we requested updated financial information to update the Form 433-A, and

determine

a

resolution program. On November 11, 2013, we addressed [redacted]’s concerns

regarding the

length

of his case. We received that client’s updated financials on November 19, 2013.

On

November

25, 2013, we prepared a new 433 A Collection Information Statement from the

changes

and

documentation [redacted] had provided and mailed it to him for review and

signature. We

attempted

to contact [redacted] on December 3, 2013 to inquire about the 433-A Collection

Information

Statement and provide him with an update; however; a message was left. On

December

11, 2013, we spoke with [redacted] and he informed us that his Social Security

was

levied.

We called the [redacted] immediately and were able to successfully negotiate for a

full release

of

the levy. We also reviewed his 433-A financial statement that day and called

[redacted] to

discuss

it but, were unable to reach him. [redacted] called us back on December 20, 2013

and we

scheduled

a conference call with him to discuss his financial information.

We

contacted [redacted] on January 2, 2014 for the scheduled call and discussed his

financial

information, and planning strategies for a resolution to be submitted. We then

E-mailed

the

form 433-A Collection Information Statement for Individuals to him for his

review and

signature.

On January 27, 2014, we received a notice of lien filing form the [redacted] for [redacted]

liability.

We spoke with [redacted] that day and explained the notice to him and that we

would

file

an appeal on the lien. We filed the appeal for a Collection Due Process Hearing

on January

31,

2014 and forwarded it to the [redacted]. We followed up with [redacted] again on

February 3, 2014 to remind him of the Collection Due Process Hearing and

discussed his case in detail. We prepared

a

follow up letter to him that day highlighting what we discussed and our case

plan through the

appeal

hearing. We finally received the a letter from the [redacted] on March 28, 2014

regarding the

Collection

Due Process Hearing scheduled for April 17, 2014. We called [redacted] to inform

him

of the scheduled hearing date and let him know what information was being

requested;

unfortunately,

a voice mail had to be left. On April 2, 2014, we mailed [redacted] a letter

reminding

him of the information that was being requested for the Collection Due Process

Hearing.

We

spoke with the Settlement Office on April 3, 2014 and rescheduled the hearing

for 11:30 am

on

April 17, 2014. We also faxed a request to the Settlement Officer requesting an

extension of

time

to provide the requested documentation for the upcoming hearing. We spoke with

on

April 8, 2014 and notified him of the upcoming hearing and the information

needed to provide

to

the Settlement Officer. We held the scheduled hearing on April 17, 2014 at with

the [redacted].

During

that hearing, the [redacted] requested more time to review the case for Currently

Non-Collectible

Status

due to his current financial situation. It was later determined by the

Settlement Officer that

it

was not in the [redacted]’s best interest to place [redacted]’s liabilities into that

status. We

immediately

called [redacted] on the day of the hearing to discuss the hearing outcome but

had

to

leave a message. We again attempted to contact [redacted] again on May 23, 2014

but had to

leave

another message. We were finally able to speak with [redacted] on June 4, 2014

and went

over

the financial statement. He informed us that he was currently working part-time

as well as

receives

two pensions and social security. We were only aware of the Social Security

income but

documented

this in our files. We sent [redacted] a letter requesting verification of the

pension

income.

On July 30, 2014, we were able to update all of [redacted]’s current financial

information

from

the documentation he provided and mailed the Form 433-A to him for review and

signature.

We

spoke with [redacted] on August 15, 2014 and discussed his case in detail. We

spoke

with

him again on August 22, 2014 and he informed us that his daughter would be

moving in with

him

and that he may possibly lose his job. We discussed with [redacted] how this

could affect

resolution

of his case with the [redacted] let us know that he would contact us when

these

changes

occur. We mailed him a follow up letter that day as well. We followed up with

by phone on September 12, 2014 to follow up. [redacted] informed us that nothing

had

changed

but he would contact us if changes took place. [redacted] contacted our office

on

September

17, 2014, asking us to review a recent letter received, he faxed it to us and

after review

determined

that it was a letter form a competitor National Tax Experts. We informed [redacted]

through

it may look like a letter from the [redacted], it is a solicitation for their

services. On October 1,

2014,

[redacted] called us and informed us that he had a levy on his bank account. We

informed

him

that we would determine which taxing authority issues the levy and work on

getting it released.

Then

on October 7, 2014 [redacted] called in requesting to terminate services. We

immediately

forwarded

him to our Client Services Group to further discuss his intent to terminate

services and

to

have any other concerns addressed.

[redacted] complaint states that [redacted] was not aware of our

representation.

Wall

and Associates, Inc. worked with different SC Department of Revenue employees

over the

term

of the agreement. Furthermore, employees working on the case coordinated with

the

Department

of Revenue about the extent of the taxes claimed due, and discussed possible

resolutions

with the agent. The authorized representatives on the [redacted] Forms 2848 and 8821

and

SC

2848 are the individuals who are working on the case as they are eligible to

practice before the

[redacted].

Therefore asking about the business name would not provide the detailed

documentation of

the

correspondences made between those individuals the State and the

[redacted].Unfortunately, [redacted]’s case was prolonged by not returning our phone

calls or written

correspondence

to him. With sparse communication form [redacted], we held off collections with

the

[redacted]. We were unable to evaluate his financial situation and begin planning for

a case resolution

until

we had the financial information required to plan for a resolution of the tax

liability.

We

would like to move forward with the resolution of [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.

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 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,

On or about June 1, 2012 I hired Wall and Associates to assist me with resolving paying back Federal and State Income Tax.

I spoke with [redacted] in his[redacted], SC Office.

[redacted] assured me that he would be able to get my Federal and State Taxes that I owed the Federal Government

and State of SC Government down to a fraction that I owed. [redacted] told me that Wall and Associates Fees would be

$1,200. I Was led to believe that $400.00 would be drafted out of my Checking Account by debit the f[redacted]t day of each month..

I understood [redacted] to say that a portion of the $400.00 would go toward my Federal and State Taxes.

After I left [redacted] office, I attempted to call him back for further understanding about how much of the $400.00 monthly

would go toward my Taxes, he never returned my phone calls. After about a week. I contacted Wall and Associates in VA.

I was told that the $400.00 would be their fees for working on my case. Starting July 1, 2012 Wall and Associates drafted

$400.00 out of my account until October 1, 2014. I called Wall and Associates once a month for an update on my case.

The only time they called me was to get more information or to request my signature on a document. I always called them

back the same day or the next day. They did not have any problem hearing back from me. I called several times in 2012 and

2013 to see why it was taking so long to resolve my case. I never received a clear answer. In February 2014 I was told that my

Checking Account would be shot a few thousand dollars if I did not settle with the [redacted]. A few weeks later I received a letter

from the [redacted] congratulating me for accepting to pay them $710.00 per month. I called Wall and Associates, they told me

not to pay the $710.00, they asked the [redacted] to settle with that amount to get more time to make a real settlement.

I did not hear from Wall and Associates for about two months. In September 2014, I received a Notice of Levy from the

[redacted] stating that they were going to draft $1,788 dollars from my account on October 1, 2014. I called Wall an Associates

they told me not to worry about that letter. That it was "BOGUS". On October 1, 2014, the [redacted] drafted $1,788 from my

account along with $250.00 filing fee that I had to pay. I called Wall and Associates they told me that they would get back

with me late on that day. I called them back several times they would not return my calls. I called the [redacted] and settled my

back Taxes with them. I called Wall and Associates to let them know that I no longer needed their services. I had to resolve

my Federal and State Taxes myself. I'm sure they called the [redacted] a few times on my behalf but they did not live up to the

agreement of settling any part of my request. I feel that I deserve all of my fees that I paid Wall and Associates due to the

fact that I settled my on Tax problem. I paid them approximately $10,800.

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced

additional comments to his

complaint received on October 22, 2014 (copy [redacted]). We

are sorry that [redacted] is not

satisfied with our responses to his complaint.

[redacted]’s complaint states that a portion of his monthly

payment to our office would

go towards his tax debt. This is incorrect and must be a

misunderstanding on [redacted]’s part.

We do not perform services similar to debt consolidation

companies who use client payments for

payment towards their outstanding debts. [redacted] also

states he settled his tax debt on his own

already. If he did so, (as he does not give details as to

his settlement), it must have only been with

a monthly payment plan to the [redacted]. No other form of

resolution could have taken a matter of days

with the[redacted].

[redacted]’s comments also state that he feels adequate

communication was not made. In

our pervious response, it gave a detailed account of all

communication which happened between

our office and the [redacted] and State, as well as the

communication attempts we made with [redacted].

Unfortunately, [redacted]’s case was prolonged by not

returning our phone calls or written

correspondence to him. With sparse communication form [redacted], we held off collections with

the[redacted]. We were unable to evaluate his financial situation

and begin planning for a case resolution

until we had the financial information required to plan for

a resolution of the tax liability. While

working with the [redacted] and State we complete financial forms

in able to determine potential

resolutions for the cases based on his current financial

situation. As the State and [redacted] likes to see a trend happening with the

financial situation (as finances can change from month to month) we

frequently request updated documentation in order to update

our records and ensure the plan to

resolve the tax matters is still a viable option with the

changing financial situations. Our 30 years

of knowledge and expertise allows us to understand the[redacted]

view and calculations for potential

to pay on tax liability and we use this to accurately plan

for our clients. It is unfortunate that [redacted] feels that the communication with our case team was

inadequate; however, after review,

there are many instances in which contact was initiated by

our office by phone and written

correspondence. We attempted to keep [redacted] updated

regarding his tax matter and if you

find it necessary, copies of correspondence sent to [redacted], the[redacted], or the State can be

forwarded to your office for review.

We completed extensive initial work and fact finding on this

case and began the

preliminary plan for the case to resolve the liabilities. We

would like to move forward with the

resolution of [redacted]’s case as there is still work to be

completed to resolve his tax matters.

However, if [redacted] has no intentions to satisfactorily

resolve his tax problems, we understand

that as well. In a good faith effort and in attempts to

resolve this dispute, we are willing to offer a

partial refund of $1,000 to [redacted]. We will be glad to

start the refund process with him

immediately if he is accepting of this offer. We are making

this offer not through an admission of

liability to [redacted], but only in an effort to amicably

resolve a dispute between a customer and

our office.

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,

The customer is accepting the $1,000 from the business.

Review: Wall was hired to represent us to the IRS and claimed they could get a reduced settlement for us within a year (6-12 mo.) We've waited for 19mo., and have paid them $7,350.00 and have no resolution. They were asked to refund our money and they refused on the basis that we were uncooperative with them. We provided all the documentation they requested and have been more than patient. They however, have not communicated with us for months at a time and have never given us any indication of how our case has progressed. They never missed a single payment that was the only consistant thing they did. Now they're blaming us, for their failure to do the job They were hired for. So We don't deserve our money back! This company is unbelievable!!! I hope you warn others not to get involved with them.Desired Settlement: I want my money refunded immediately! And I want people to be warned of hucksters like Wall & Associates!!!!

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced complaint filed. 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 behalf of [redacted] and [redacted].

[redacted] sought and obtained administrative tax representation services from Wall & Associates, Inc. in connection with their outstanding tax matters for tax form 1040. The client's file was established on August 14, 2012, and we began working on their case immediately. We attempted to reach [redacted] by phone that day and had to leave a message. The same day we sent a letter to [redacted] to provide all of the team's contact information and to request financial information that would be needed to fully evaluate the case. Also that day, we proceeded with filing the Power of Attorney forms to the Centralized Authorization File (CAF) Unit with the Internal Revenue Service (IRS). The case team was able to speak with [redacted] on August 15, 2012, and we introduced the team that would be working with them and discussed case. Upon obtaining and reviewing IRS records, it was determined that all tax returns had been filed through tax year 2011 and 2009-2011 form 1040 tax returns were currently under Audit by the IRS.

During October of 2012, we received an IRS notice dated October 16, 2012 proposing to assess tax in the amount of approximately $12,893 for tax years 2009-2011.

A review of the Audit report was done, and an internal report was prepared. The internal report was forwarded to and reviewed by our upper management as well.

Since we had not received the requested financial information, we contacted the clients on October I,2012, and further discussed the financial information needed and how to acquire these documents. At that time, the client requested that we reschedule the conference call that we had scheduled for this day to October

19, 2012. On October 17, 2012,we received copies of Form 1040 tax returns for 2009, 2010, and 2011 tax years from [redacted]. The case team spoke with [redacted] on October 19, 2012, and we started going over the financial statement and discussing options for resolution of balance due. [redacted] advised us that he was fishing and could not finish the call. He requested that we contact [redacted] and schedule this call with her. We made several attempts to contact [redacted] and each time were only able to leave a voice message. Finally in December, our office rescheduled the conference call to January 14,2013.

In November 2012, upper management determined that tax court was not the most effective resolution for the IRS Notice of Deficiency dated October 76,2012. A letter advising [redacted] of their tax court rights was sent to them on November 14,2012 along with a waiver to sign if they agreed that tax court was

not necessary.

Our office contacted [redacted] for the scheduled call on January 14,201,3. We discussed the case, took verbal information from her to prepare financial statement, and went over various options for resolution of balance due. The case team advised [redacted] that we have not yet received the requested financial information. We sent [redacted] and [redacted] an E-mail with the list of financial documentation needed.

We spoke with [redacted] on February 28, 2013. Due to the issues [redacted] was experiencing with her E-mail, the list of the requested financial documentation was faxed to her. The case team again spoke with [redacted] on March 4, 2013. A few days later, we received some of the requested financial

information. On March 25,2013, [redacted] advised us that she was planning to fax us copies of Form 1040 tax returns for 2012 tax year.

The case team contacted [redacted] on April 24,2013 to review the financial statement that we had completed with the information we had received to date, and a copy of the form was sent to [redacted] via E-mail and facsimile. On April 29, 2013, we further discussed the financial statement and audit with [redacted]. We updated Form 433-4, Individual Financial Statement, per the changes they requested, and sent a finalized copy to [redacted] via E-mail.

On May 5,2013, we contacted the state of New Mexico, and were informed all returns had been filed, and there was not a balance due on the personal account. The case team then contacted the client to request information on any business EINs and names of any businesses previously owned by [redacted].

We again spoke with [redacted] on May 17,2013, and we were advised that he was not able to access his retirement account at that time. The case team also received and reviewed the signed financial statement. There were several living expenses that they requested we include even though we thought that they might not be allowed due to the IRS application of allowable standards. Subsequently, we contacted [redacted] to further discuss the form and were only able to leave a voice message. We received a call back from [redacted] and were given further information regarding their grandson, for whom they provide financial support. The case team requested the guardianship documents be faxed to us. We again spoke with [redacted] on June 21,2013 as we had not received the guardianship papers to date. We also spoke with [redacted] on June 24,2013 to discuss the computer generated notices she had received from the IRS.

On July 9,2013, the case team spoke with [redacted], and we discussed the household's financial situation. [redacted] was advised that the Internal Revenue Service might not allow some of the household expenses. In addition, options to request an Installment Agreement and submit a request for penalty abatement versus the Offer in Compromise process was discussed with him. The case team received another call from [redacted] on June 11,2013 and a follow up conference call was scheduled for June 15,2013. The case team again contacted the state of New Mexico and confirmed that all returns were filed at that time and no balances were currently showing on the account. The team also ordered updated IRS account transcripts.

On June 15,2013, we contacted [redacted] for the scheduled call. We further discussed the equity in their home and investments. Further, we discussed the issues with the disposable income of $2,468. Also, other collection alternatives, such as installment agreement and penalty abatement were discussed with her. [redacted] informed us on June 26, 2013 that despite our previous discussions, they preferred to submit an Offer in Compromise to the IRS. The case team promptly prepared and sent the Offer forms to [redacted]. In addition, we called [redacted] to notify her that the forms were coming and to contact us if she had any questions.

On August 7, 2013, [redacted] contacted the team, and we further discussed the Offer paperwork. He stated at that time that they would be sending it within the next two days. On August 26,2013, we received a call from the client to address the Final Levy Notice dated August 17,2073, and the taxpayers' appeal rights. [redacted] contacted us the same day and advised us that the signed Offer documents have been mailed to our office. The case team called and informed [redacted] on August 30, 2013,that we have received the Offer documents and were working on submitting the Offer in Compromise to the IRS. The signed documents were mailed to the IRS on September 9,2013. We also placed a call to [redacted] to inform them of the submission.

On October 9,2073, we spoke with [redacted] and discussed the government shutdown. [redacted] also informed us that [redacted] was no longer employed as her employer went out of business. The case team advised [redacted] that we would relay this information the Offer Examiner as soon as one was assigned.

On November 12, 2013, the case team received correspondence from the IRS requesting an amended Form 656. We immediately sent [redacted] an amended Form 656 for signature. We also placed a call to [redacted] and were able to leave a voice message. Our office continued to follow up with the Memphis Offer Unit and discussed the case with the representative on November 13, 2013. [redacted] informed the case team on November 15,2013 that she did not receive the Amended Form 656. The form was re-sent to [redacted] on November 15, 2013 and November 21, 2013. On November 25,2013, [redacted] informed us that the signed Amended Form 656 was sent back to our office. Our office again spoke with the IRS Offer Unit on December 2,2013, and provided them with the signed Amended Form 656.

The case team spoke with [redacted] on December 11, 2013, and discussed the status of the case and Offer. We then spoke with [redacted] on December 16, 2013. [redacted] advised us that he was getting frustrated with the process and wants his Offer accepted immediately. We informed him that we were doing everything possible to move the case forward and gave him a detailed case update. In addition, we discussed [redacted] tax with holdings and refunds. [redacted] advised us that he was also having difficulties paying the monthly fees. The call was then forwarded to on Customer Service Group to address [redacted] concerns.

The case team continued to follow up with the Memphis Centralized Offer in Compromise Unit. An Offer Unit representative advised us on December 19, 2013 that the Offer was pending assignment to an Offer Examiner. Our office then and spoke with [redacted] and gave him the update. [redacted] informed us that he was very pleased with the conversation that he had with the Customer Service Group. The case team also re-sent copies of state Power of Attorney forms to [redacted]. We again requested EINs and names of any businesses previously owned by [redacted].

On January 7,2014 and January 8,2014, the case team contacted the Offer Unit, and we were advised that the Offer was still pending assignment to an Offer Examiner. We immediately contacted [redacted] and informed her of the status of the case. A letter requesting a copy of 2013 tax return was sent to [redacted] on January 10,2014. On January 23,2014, we were notified that the client's case was closed with our Customer Service Group, and the client would continue their affiliation with the case team. On January 28,2014, [redacted] contacted our office and requested the exact date when her Offer will be completed. The case team informed [redacted] that we could not provide an exact date due to all the variables involved. We advised [redacted] that we were doing everything possible to expedite the case and gave her a detailed summary of the work done within the last few months.

We spoke with [redacted] on February 7, 2014. During this conversation, [redacted] was given a detailed case update. We advised [redacted] that the Offer could be assigned to an Offer Examiner any day now. The case team further discussed the Offer process with [redacted].

On March 4, 2014, the case team was notified that an Offer Examiner, [redacted], has been assigned to the case. When we discussed the case with [redacted], she requested additional financial documentation. The case team promptly contacted [redacted] to discuss the financial documentation requested by the Offer Examiner. An E-mail with the list of requested information was also sent to [redacted]. After discussing the different reasons as to why the Offer Examiner would need to request additional information, [redacted] informed us that she would work on providing this documentation to our office. As we had not received the requested documentation from the client prior to the deadline, our office sent a fax to the Offer Examiner to request an extension until

April 4, 2014 to provide the additional documentation to her office.

On March 31,2014, our office received a letter from [redacted] advising that they wished to terminate our services and were requesting a refund. The letter also specified that a complaint with the Revdex.com, the Office of Attorney General, and IRS Office of Professional Responsibility will be filed by [redacted] if they did not receive a full refund. The case team immediately contacted [redacted] to address their concerns and were able to leave a voice message. We then received a call back from [redacted], and she advised us that she did not wish to provide the additional information requested by the Offer Examiner. In addition, [redacted] requested a full refund. [redacted] was then transferred to our Client Services Group. Ultimately, the clients' decision to terminate services was upheld.

We would like to move forward with the resolution of [redacted] case as there is still work to be completed to resolve their tax matters. We understand the frustrations IRS problems cause for taxpayers. Even a promising resolution such as the Offer in Compromise process can be stressful. We provided extensive services to the clients but ultimately our services were ended when we were not even given the chance to complete the Offer process.

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

Sincerely,

Wall & Associates, Inc.

[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.

[Provide details of why you are not satisfied with this resolution.]Many of the claims in their explanation are completely fabricated! They try to make us sound completely irresponsible in the information they requested but that info was sent to them numerous times. Every phone call was returned (when missed) and some of their "facts" are incorrect. They lost paperwork, and failed to keep us informed, as well as turning our case over to numerous people. The person responding to my complaint has never even spoken to me and could not, truthfully, give an account of anything I or my husband have said in reguards to this case. Wall wants to discredit us to make their business look like they're doing some good for their clients. They are bilking people for their hard earned money and giving nothing in return. After I spoke with [redacted] at the IRS, she told me that the offer that Wall sent in was sure to be rejected and that we would have to start the process over again. Wall has not done their job for us for 2 years! I can't allow them to soak me for another 2 years. By the time they get to an agreement I will have paid the IRS all that I owe them as well as paying an extra $7-10 thousand to Wall. How did they help me exactly???

Regards,

Review: Paid for services around 2 years paid 300 every month for tax lawyer only received phone calls for late payments asked to be informed on my case every two weeks never heard backDesired Settlement: Refund of my money or do what was asked by me .which was to settle my tax debt or figure out payment

Business

Response:

[redacted]We are writing in response to the recent complaint filed against our company regardingthe fees paid and services rendered by Wall and Associates, Inc. Mr. [redacted] sought out andhired our services in on September 11, 2012 for administrative tax representation. Mr. [redacted]referred to our company as “tax lawyer” in his complaint. We need to clarify that we are not alaw firm providing legal services and our staff members are not attorneys. The agreement forservices that Mr. [redacted] signed clearly states in two places that it is not a contract for legalservices. We resolve tax matters administratively. If the need for legal services does arise on aclient’s case we quickly inform the client of this and recommend that they seek proper legalrepresentation.The case team rapidly acted on Mr. [redacted]’ case to work towards resolving his taxmatters. Below you will find a summary of the actions completed since receipt of the case foradministrative tax resolution.On September 11, 2012, 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 specificfinancial documentation in order to be evaluating possibilities to resolve the tax liability. Wesubsequently mailed an introductory letter to Mr. [redacted], which requested specific financialdocumentation in order to evaluate his situation and work towards an ultimate resolution of hiscase.On September 12, 2012, we filed Power of Attorney forms with both the InternalRevenue Service and the [redacted] Department of Revenue via facsimile. We immediatelycalled the IRS and were informed by Agent Ms. [redacted] (ID# [redacted]) that there was a totalbalance on the account for tax years 2010 and 2011 in the amount of $10,543.47. She alsoinformed us that Mr. [redacted] was unfiled for tax year 2009. We requested a hold on collectionsand this was granted until October 11, 2012. Our office received and E-mail from Mr. [redacted]’mother, Bobbi [redacted], on September 13, 2012 providing financial information needed forevaluation of the case in preparation for resolution. We acknowledged receipt of the E-mail anddocuments. Subsequently, our office held a detailed call with Mr. [redacted] on September 25,2012, and discussed his current situation at great length. We provided to him the informationabout balances with the IRS and E-mailed him a copy of his IRS wage and income transcript for2009 in order to prepare the unfiled tax return.Mr. [redacted] contacted our office on October 2, 2012 to inform us that his 2009 returnwas prepared. We informed him that he could file it on his own or he could mail the signed copyto our office for submission. Mr. [redacted] subsequently E-mailed our office on October 4, 2012asking again what to do with the 2009 tax return. We attempted to call him and left a message.We also replied to his E-mail asking that he call our office to discuss his concerns. On October10, 2012, we received an E-mail from client with documentation regarding his child supportpayments. The case team contacted the IRS on October 11, 2012 and obtained another hold oncollections until November 10, 2012.On November 7, 2012, the case team was notified that Mr. [redacted]’ account was placedin a non-working status due to insufficient payments to our company. We called him that dayand he indicated he would call our accounting office to make his monthly payment. Mr.[redacted]’ case was reactivated on November 21, 2012. We received an E-mail from Ms. [redacted]on December 4, 2012, with an IRS notice attached. We were able to speak with Mr. [redacted] onDecember 21, 2012. Our office informed Mr. [redacted] that we received a copy of his 2009return, would check with the IRS to make sure it was posted, and that we would move forwardwith sending him Offer in Compromise paperwork for signature. The Offer in Compromisepaperwork was preliminarily prepared on December 26, 2012.We phoned Mr. [redacted] on January 3, 2013, to determine if he would owe any tax for2012. If so, it would have to be included in his Offer in Compromise. Mr. [redacted] stated hebelieved he was due a refund. Our office called the IRS again on this date to check on the 2009tax return. IRS still showed it as unfiled. We spoke with Mr. [redacted] again on this date afterthe inquiry with the IRS. He stated that he mailed us the original tax return on October 9, 2012.We checked our office records and confirmed that we had only ever received a copy via E-mailfrom Mr. [redacted]; never a hard copy with an original signature that would be required to filewith the IRS. On January 9, 2012, our office sent Mr. [redacted] the Offer in Compromisepaperwork along with the copy of the 2009 tax return for him to sign and return to our office forprocessing.The signed Offer in Compromise documents were received in our office on February 21,2013. Along with this paperwork was another copy of the 2009 tax return as well as endorsedcurrent versions of the state Power of Attorney forms. These were immediately processed to the state of [redacted] via facsimile. Our office spoke with Ms. [redacted] on February 26, 2013. Sheindicated that she was still waiting for a copy of Mr. [redacted]’ W-2 in order to file the state taxreturn for 2009. Mr. [redacted] called us again later to ask if there was any way to file his statereturn without the W-2. On March 12, 2013, we advised him that the IRS wage and incometranscript only shows federal withholdings and not the state withholdings.On March 13, 2013, the Offer in Compromise was submitted to the IRS. We receivedconfirmation of receipt in a letter dated March 25, 2013. Mr. [redacted]’ federal and state taxreturns for 2012 were received in our office on March 26, 2013, and were saved to his file. Thefederal return was mailed to the IRS for processing on March 27, 2013.Our accounting department informed the case team on April 12, 2013, that the case wasplaced into a non-working status due to payment discrepancy. We spoke with Mr. [redacted] onthis date and he confirmed that he mailed a check to the accounting office. We notified him thatthe Offer was submitted to the IRS. Mr. [redacted] account remained in the non-working statusthroughout the remainder of April, for the full month of May, and into June 2013.On June 20, 2013, our office received a call from Mr. [redacted], an Offer Examiner withthe IRS. We notified him that we would have to return his call regarding Mr. [redacted] as weneed to speak with him. We immediately contacted Mr. [redacted] and his account wasreactivated on June 21, 2013. We returned Mr. [redacted]’s call on June 27, 2013 and left amessage for him. Since we did not hear back from him, we called him again on July 2, 2013,and faxed him a copy of the power of attorney forms since he previously claimed they were noton file.We contacted Mr. [redacted] to discuss his case on July 5, 2013. . Mr. [redacted] returnedcommunication with our office on July 16, 2013 and discussed required information to continueprocessing Mr. [redacted]’ Offer in Compromise. He gave a very short deadline of only threedays, July 19, 2013, and refused to allow additional time. Our office immediately called Mr.[redacted] and requested the information. On July 17, 2013, we received all necessaryinformation and forwarded it to Mr. [redacted] via fax. We attempted to call Mr. [redacted] onJuly 25, 2013 as well as July 31, 2013, and had to leave messages on both occasions.Mr. [redacted]’ case was again placed into a non-working status by our accounting officeon August 6, 2013, due to a payment discrepancy. The case was reactivated on September 9,2013. Our office received an Offer in Compromise rejection letter from the IRS on September18, 2013. It was dated September 9, 2013 and allowed 30 days to appeal the decision. We spokewith Mr. [redacted] on September 20, 2013, and informed him that our copy of the rejection letterdid not have analysis tables attached and that we could not dispute the findings without thisinformation. Mr. [redacted] confirmed his copy was also missing this information. Our officeimmediately called Mr. [redacted] on this date and left a message. A follow up fax was sent andwe confirmed that it was transmitted successfully.In October 2013, our office attempted to make contact with Mr. [redacted] the OfferExaminer on multiple occasions. We called him and sent follow up faxes on each of the following dates: October 7, October 11, October 21, and October 22. Our communications were never returned by Mr. [redacted]. Mr. [redacted] was informed via voice message of our attemptson October 11, 2013.On November 1, 2013, we had still not received a return call from Mr. [redacted]. Thecase team called him again and left another message. We called the main Offer in Compromiseunit to confirm Mr. [redacted]’s employment status with the IRS and were informed that he wasstill an active Offer Examiner with the IRS and the number we had was correct. They did notwish to assist with our difficulties communicating with Mr. [redacted] and only provided histelephone number for contact purposes. Mr. [redacted]’ case was placed into a non-workingstatus by the accounting department on November 5, 2013, due to insufficient monthlypayments. We called Mr. [redacted] on November 15, 2013 to discuss his case, but had to leave amessage.We received a message on December 2, 2013, from Mr. [redacted]. We returned his calland discussed IRS collection notices he was receiving. We informed him that we had madenumerous attempts to get in touch with Mr. [redacted] regarding the Offer in Compromisebecause we needed the analysis tables in order to appeal the rejection decision. Mr. [redacted]acknowledged our efforts and obtained the number to our accounting office to make a paymentin order to remove his case from the non-working status. Mr. [redacted] called our office againon December 3, 2013, and we confirmed receipt of his E-mails with copies of the collectionnotices previously discussed.After some time without communication from Mr. [redacted] and knowing that hisaccount was still in a non-working status, the case team reached out to him on January 9, 2014.He explained that he was laid off for the winter, and unemployment benefits would be starting atthe end of the month. Given Mr. [redacted]’ unemployment at the time, a request for feeconsideration was sent to our Client Services Group for review. The case team was notified onJanuary 21, 2014 that Mr. [redacted]’ case was reactivated as fee consideration had been granted.We scheduled a call with Mr. [redacted] on January 29, 2014, to review a new financial statementconsidering his employment changes. We spoke with him on that date, completed the financialstatement and sent him a copy for review to ensure accuracy.On February 5, 2014, we spoke with Mr. [redacted] and clarified some of the informationon the IRS financial form. Our office received copies of his 2013 federal and state tax return viafacsimile on February 19, 2014. We spoke with Mr. [redacted] again on February 20, 2014, toconfirm receipt of the faxes and inform him that new Offer in Compromise documents would besent to him shortly.After managerial review, the Offer in Compromise packet was ready to be provided toMr. [redacted] for signature after confirmation that his income was going to remain stable. Wecalled him to discuss this on March 13, 2014, but had to leave a message. The case team neededto discuss eventual and possible changes in income with Mr. [redacted] prior to issuing thesedocuments. The case team was notified on April 2, 2014, that Mr. [redacted]’ account was againplaced into a non-working status due to insufficient payments to our company. We called himabout this matter on April 8, 2014, and left a message. The case remained in an inactive statusuntil June 20, 2014. The case team contacted Mr. [redacted] on this date and informed him thatnew information would be needed to determine his level of income considering the inconsistentwork history previously reported. Mr. [redacted] acknowledged this request and we sent him afollow up letter on June 24, 2014.We attempted to contact Mr. [redacted] to discuss his case on July 18, 2014, however wehad to leave a message and we received no call back. Our office requested updated Power ofAttorney forms in the correspondence sent in June 2014, however they were not returned to ouroffice. We attempted to contact the client about this again on August 27, 2014, but wereunsuccessful. A second copy of these forms were placed in the mail to the client. The case teamwas notified on September 3, 2014, that Mr. [redacted]’ account was again placed on a nonworkingstatus due to a payment discrepancy with our accounting department. The case wasnever reactivated and was eventually closed for non-payment on October 10, 2014.Over the course of Mr. [redacted]’ case with our company, we prevented him from havingto communicate or negotiate directly with the IRS himself. We also successfully prevented allcollection action from occurring. We performed an extensive evaluation of his situation anddiscussed with him resolution options based on provided information. We also worked very hardduring an Offer in Compromise and could continue toward this process in the future. Ultimately,we work hard to resolve our client’s tax liabilities and concerns and take customer satisfactionseriously. We would like nothing more than to resolve Mr. [redacted]’ concerns regarding his caseand ask that he contact our office in order to discuss this matter further.Mr. [redacted]’ account with our office was placed into non-working status in September2014 and he is aware of this fact. He has not made any payments to our office since then andtherefore we have not actively worked his case. If he would like us to resume work on his casewe are more than willing to do so. He would need to pay any past due balance to our office firstbefore we can resume work again. We are also open to discuss the options for fee considerationwith him so that we can continue work on this matter.If you require any further information, please contact our office. Thank you for yourtime and assistance with this matter.

Review: In August of 2010 I met with a Wall and Associates representative regarding a tax issue. They assured me they could settle the matter within 2 to 8 months. I tried to enter into a payment plan directly with the IRS and was told I would be able to when one of their agents got overly aggressive and tried to freeze our account. I met with Wall and Associates and was told that they would be able to handle it and would be able to settle it for pennies on the dollar. I paid $2600.00 down and have been paying $340.00 per month for 3 years. At year 1 I started telling them that this needed to be resolved, they assured me it was ready to be taken to the agent with an offer and compromise. However they kept dragging it out. In May of 2013 I started to get much more aggressive and explained I felt they were purposely dragging it out so they could continue to get paid. I was assured it would be resolved shortly. In December, after numerous phone calls they told me they would review my case, suspend the monthly payments and try to get it resolved because it was clear this had been going on awhile. I should also mention during my entire time with Wall and Associates my account has been moved more times than I can remember, always getting a new "team" to work with. In February 2014 I was sent papers by the IRS being told once again that the account has been moved to Sacramento. Wall and Associates called me today and informed me they would have to start charging me again or they would no longer work on this case. I am at a loss. I have already paid them over $13,000 which is well over the amount the IRS would have settled for 3 years ago. I just wanted to have payment plan set up with the IRS and get this taken care of. Now I have paid Wall and Associates more money than the actually settlement would have been, the issue isn't resolved and they want more money. I would like to have the money I gave them in good faith that they would do what they advertised refunded so I can get a reputable company to handle it. I've done research and it appears that they have done this numerous times before and are doing false advertising as they never intend on settling your case.Desired Settlement: I've paid over $13,000 and they haven't done what they advertise and claim they will do. I would like a refund of $10,000.

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced complaint filed. Firstly, [redacted] statements that we emit false advertisements, and that we never intended to settle clients' cases are untrue. We resolve client case nearly daily in various different forms. There are several options available to resolve tax matters and we proceed with a client's case based on what we believe to be the most beneficial for that client. [redacted] can not realistically believe that a full resolution of a serious, and large tax debt would only take as little as two months. For most clients, tax problems build over several years. We work to resolve them as quickly as possible, but certainly (in the majority of cases) two months is not feasible time to do so.

A substantial amount of work has been completed on [redacted] case since she hired our services for administrative tax resolution on July 20, 2010. Upon receipt of her case we attempted contacting her to obtain the correct business Employer Identification Number in order to file the proper Power of Attorney forms. We spoke with her in detail about the business and issues with compliancy. We discussed the ownership of the business and the previous interactions with the Revenue Officer on the account. We went over detailed financial information with her and the initial documents we needed from her. Once we were able to get the Employer Identification Number, the Power of Attorney forms were immediately filed with the IRS to notify them of our representation. We then contacted the IRS and were informed that there were balances due for Form 941 1st quarter of 2008 through 2nd quarter of 2010 and Form 940 for the 2008 and 2009 tax period which totaled over $34,000. There was also a pending Trust Fund Recovery Penalty assessment in the amount of $12,439.66 for the 1st quarter of 2008 through 2nd quarter of 2010.

We prepared the financial statement for the business on August 26, 2010 based off the information received from [redacted] and mailed it to her for review along with a request for additional information. We spoke with [redacted] about the financial statement we mailed on September 29, 2010. She advised us that there were problems with the local postal service and mail was not being delivered timely. We agreed to resend it to her via Email per her request. We contacted the Revenue Officer on the account that day and she requested that we send a copy of the Power of Attorney forms to her and she would contact us back. We Emailed the financial statement to [redacted] that day. Over the month of October 2010 we spoke with [redacted] multiple times in order to secure all financial documents requested by the Revenue Officer and discuss the Trust Fund Recovery Penalty with her. We sent [redacted] another request for the signed financial statement for business and personal, her most recent paystub, and a copy of the 2009 Form 1040 on October 24, 2010. We followed up with her by phone on October 15, 2010 and left a message for a return call. We spoke with [redacted] again at length in November 2010 regarding the Trust Fund Recovery Penalty and the Revenue Officer's attempted at assessing it. We discussed in detail with the Revenue Officer the statue of the case and the financial information she would need. After speaking with the Revenue Office we spoke with [redacted] again regarding the bank levy the Revenue Officer had issued. We immediately sent updated Power of Attorney forms to the client for signature via Email.

After receiving the updated Power of Attorney forms back from [redacted] we had a long discussion with the Revenue Officer. She advised us that [redacted] and the business, [redacted] had been filing erroneous returns. She also advised that the Partnership Return was due on September 15, 2010 and she had not received it. Revenue Officer [redacted] then advised that she needed updated financial information for the business and full compliance. We followed up with [redacted] and advised her to send us the return due September 15, 2010 and the return due for October 15, 2010. [redacted] advised us that there was also a levy on her [redacted] processor for her credit cards. We continued to speak with Revenue Officer [redacted] throughout the end of November 2010. We filed a Collection Appeal Request in order to appeal the [redacted] levy she would not release. During a conference call on November 29, 2010 with the Revenue Officer she agreed to hold off on collection action in order to give [redacted] time to supply the requested information. The deadline for From 941 3rd quarter 2010, Form 940 for tax period 2009, Form 1065 for 2009, and proof of the Federal Tax Deposits was set for December 13, 2010. We called [redacted] that day to discuss the information requested and left a message for a return call. We were able to speak with [redacted] on December 1, 2010 regarding the needed documents. She agreed to send them to us.

On December 6, 2010 we held the appeals conference in relation to the Collection Appeal Request we filed. The Appeals Officer stated that the levies issued were on time levies and were issued due to non- compliance. She clarified that she did see the Form 1065 Return but that is was filed late which stemmed the issuance of levies. We asked that she hold off on all other collection action and allow us time to provide the requested documents to the Revenue Officer and she agreed. We updated the financial statement for the business and Email it to [redacted] on December 7, 2010.

We filed for a collection due process hearing in response to a final notice issued by the Revenue Officer [redacted] on November 9, 2010. We supplied the requested documents via overnight mail to the Revenue Officer on December 13, 2010. We contacted the Revenue Officer to make sure that it would be allowed to send the information via overnight mail. We called [redacted] that day and requested that she provide us with the needed bank statements. We reminded her that the deadline was up and she advised that she would have to fax them tomorrow. [redacted] provided us with the previously requested bank statements on December 14, 2010. We faxed the information to the Revenue Officer and spoke with her regarding the case that day as well. On December 17, 2010 we received proof of the Federal Tax Deposits for the 4th quarter 2010 and forwarded it to the Revenue Officer. We contacted Revenue Officer [redacted] on December 20, 2010 and left a message for a return call. We spoke with the Revenue Officer on January 3, 2011 and continued talking with the Revenue Officer in order to try and place the account into currently non-collectible status. She requested specific additional information concerning the business and gave us a follow up date of January 21, 2011. We called and discussed this with [redacted] on multiple occasions. [redacted] advised us that she would try to have all information ready by January 21, 2011.

On January 21, 2011 we were able to provide partial information to the Revenue Officer but had to request additional time to provide her the profit and loss statement, as we had not received it from [redacted]. We held a conference call with Revenue Office [redacted] on January 24, 2011 regarding the information we had sent to her. We explained to her the issue with the profit and loss statement and why we could not supply it yet. After a long discussion the Revenue Office agreed to issue another request with a deadline date of January 31, 2011. She advised that if the information requested was not supplied by this date she would have no choice but to levy. We immediately called [redacted] and went over the requested information with her. We followed up with [redacted] again on January 26, 2011 and reminded her of the deadline. [redacted] provided the requested information on January 31, 2011 and we faxed this information to the Revenue Officer. We called Revenue Officer [redacted] to confirm receipt of the fax and she stated she received it and will be reviewing it as well as looking into compliance.

We spoke again in depth with the Revenue Officer and were able to get her to agree to setting up an installment agreement for the business. Revenue Officer [redacted] stated that she would get approval from her manager and contact us with any issues. We called and spoke with [redacted] in depth and advised her that she would need to move a payment from the 1st quarter Form 941 to the 4th quarter 2010 Form 941 due to the return being incorrect. [redacted] advised us that she did not want to move that payment and asked that we try to do this for her. We called the IRS and requested that they move the payments to correct the issue. We followed up with [redacted] on February 14, 2011 and advised her that the payment was moved and the remaining amount of Federal Tax Deposit on the 1st quarter of 2011. We also Emailed the client the information. We called the Revenue Officer on February 16, 2011 to follow and make sure that the case was closed with her and she confirmed the installment agreement was in place.

We spoke with [redacted] in the beginning of March 2011 and explained the installment agreement to her as well as the plan moving forward. We advised her that we would be reviewing her case to determine the best possible resolution. We called the IRS multiple times at the end of March 2011 in order to request updated transcripts.

On April 4, 2011 we called [redacted] to request an updated profit and loss statement for 2011 in order to ascertain the financial ability to pay. She agreed to send us the information requested as soon as possible. We received a notice from Settlement Officer [redacted] that she had scheduled a hearing with us regarding the collection due process hearing requested we filed. We called her on April 12, 2011 to request the hearing be rescheduled to allow [redacted] additional time to provide us with the information. [redacted] agreed to reschedule the appointment for April 20, 2011. We contacted the IRS on April 20, 2011 in order to request a skip payment on the installment agreement and this was granted. We called [redacted] for the hearing and discussed with her that installment agreement that was in place. [redacted] stated that she would issue the Notice of Determination due to the installment agreement being active.

In the beginning of May 2011 we received notices from the IRS requesting payment for Form 941 for the 4th quarter of 2010. We called and spoke with [redacted] on May 26, 2011 and she advised that she is current with all federal tax deposits, estimated tax payments, and filing requirements. We told her we would check and make sure the IRS has applied all the payment properly to ensure this.

We called [redacted] to again request the year to date profit and loss statement on June 24, 2011 and left a message for a return call. We updated her financial statement based on the information in our file and mailed this to her for review on June 30,2011. We received a return call from [redacted] on July 22, 2011 and she advised that the 2010 return was nearly complete and that she would send us that return along with the profit and loss. We called the IRS again on July 25, 2011 in order to request a skip payment on the account and the IRS granted it.

We called [redacted] on August 12, 2011 to follow up on the 2010 return and current profit and loss. We left a message for a return call. We called [redacted] again on September 22, 2011 and left another message for a return call. We sent a letter asking her to contact us.

On October 4, 2011 we received notification that [redacted] was put into a non-working status by our accounting department for non-payment of fees. We called [redacted] on October 6, 2011 to notify her of this and left a message. We received a return call on October 17, 2011 and [redacted] apologized for not returning our phone calls. We advised her of the non-working status and she advised us that she would contact our accounting department. We also reminded her that we needed the current profit and loss and the 2010 Tax Return. We received notification that [redacted] account was made active again on October 18, 2011. We called [redacted] to follow up on the requested information on November 28, 2011 and left a message for a return call.

Once we received the profit and the loss we updated the financial statement for the business and called to discuss it with [redacted]. We spoke with her on December 19, 2011 and Emailed her the financial form for her to review. We asked to schedule a conference call to go over it with [redacted] requested to call us back in January as she would know her schedule better.

We contacted [redacted] on January 31, 2012 for a follow up. We could not leave a message so we mailed a letter to her asking her contact. We called her again on February 7, 2012 and left a message. We received the signed financial statement back from [redacted] in the mail on February 9,2012. We then mailed [redacted] a request for additional financial information to finalize the form.

We received a return call from [redacted] on March 8, 2012. [redacted] requested that we set up a conference call for March 8,2012. [redacted] requested that we set up a conference call for March 16, 2012. We spoke with Revenue Officer [redacted] again on March 12, 2012. She advised us that [redacted] defaulted the installment agreement and that she would issue a request for information with a deadline of April 23, 2012. We called [redacted] for the scheduled conference call on March 16, 2012 and left a message for a return call. We sent her a letter advising her that she missed the conference call and to contact us as soon as possible. We received a return call from [redacted] on March 19, 2012 and we discussed the update on the case. We requested a profit and loss statement for the 2011 tax period and set up another conference call for March 22, 2012. During the conference call with [redacted] we discussed all the needed information that was requested by the Revenue Officer. A Collection Due Process Hearing request was filed on March 29, 2012 in response to the Federal Lien filed by the Revenue Officer.

We spoke with [redacted] again on April 11, 2012 and went over the requested information with her in detail. We did not receive the partnership return by April 13, 2012 which was the deadline. We contacted [redacted] and left a message for a return call. We received some of the requested information from [redacted] on April 24, 2012 and forwarded to the Revenue Officer. We spoke with Revenue Officer [redacted] on April 26, 2012 and she stated that she would reissue an information request and the new deadline would be May 6, 2012. Once we received this notice on May 3, 2012 we called [redacted] to discuss it. We discussed the requested information and [redacted] advised that she would not be able to get the requested profit and loss statement until after the deadline due to changing accountants.

We contacted [redacted] again for the requested information on June 29, 2012 and July 27, 2012 and left messages. We received a return call from [redacted] on August 22, 2012 and she expressed her concern for the length of her case. We advised we would follow up with her the next day. We called her the next day and we kindly explained to her the difficulties we had with getting information from her, getting in touch with her, and being sure she stays in compliance with IRS filing requirements. We explained that all of these factors prohibit us from resolving her issue. We set up a conference call to follow up with her on August 27, 2012. We called for this scheduled call and had to reschedule for September 5, 2012. We contacted her that day for the conference call and went through her case in detail. We advised her that day for the conference call and went through her case in detail. We advised her that we would be sending her a request for updated financial information and information the Revenue Officer previously asked for. We sent the request that day.

We had not received the requested information from [redacted] so we contacted her on October 31, 2012 to follow up. [redacted] advised that she was working on the information and also stated that she brought another partner into the business. [redacted] stated that she could not talk at the moment an would contact us back.

On November 30, 2012 we received a message from [redacted] with the IRS stating we had missed a conference call for the collection due process hearing. We called and spoke with her and advised her that we were never notified of the hearing. She stated that she sent the notice to [redacted]. She agreed to give us time to provide her with information for the case. We spoke with [redacted] again on December 4, 2012 and she provided us with a list of information she was requesting to review the case. She stated that she needed an update financial statement, proof of filing and payment of the 3rd quarter Form 941 return as it was showing unfiled and a full profit and loss for 2011 and year to date profit and loss for 2012.

We called [redacted] on December 4, 2012 and went over the list of information needed. [redacted] again apologized for not getting us the requested information and stated that her business had a great deal of turnover that she was dealing with. [redacted] confirmed she received IRS notices that she had not forwarded to us and stated that she would send it to us. We sent a follow up Email to the client requesting the information for the hearing scheduled December 18, 2012.

We received none of the requested information from [redacted] for the hearing on December 18, 2012. [redacted] stated that due to not receiving the requested information she would be sustaning collection action and issuing her a Notice of Determination. We contacted the IRS on December 20, 2012 in order to obtain a compliance check and updated balances. We spoke with [redacted] on December 31, 2012 and she advised us that she was working on the requested information but had been too busy to send it to us. [redacted] stated that she would send it to us as soon as possible. We continued to contact [redacted] in January 2013 and she advised that she was working on the requested information.

We received a phone call from Revenue Officer [redacted] on January 23, 2013. She advised that she needed updated information by February 15, 2013 or she would enforce collections. She also informed us of labor disputes that were currently active regarding former employees that were issued 1099-MISC forms and were told they were W-2 employees. She stated that this could have a drastic impact on the balances due for Form 941. We contacted [redacted] to advise of this and had to send a letter to her requesting contact. We also sent her the guidelines for required Federal Tax Deposits and Estimated Tax Payments.

We again received an information request with a corresponding deadline for [redacted] form the Revenue Officer. We attempted contacting [redacted] on multiple occasions and sent letter to her requesting the information. [redacted] did not provide the information for the deadline. We called and spoke with the Revenue Officer on February 20, 2013. She stated she would begin collection action soon. We contacted [redacted] on March 1, 2013 and left a message for a return call. We were able to speak with the client on March 6, 2013 and she stated that she had sent a packet of information to us. Once we received this packet of information we prepared and sent all of the information the the Revenue Officer. We called Revenue Officer [redacted] on March 14, 2013 to follow up on the information sent to her. Revenue Officer [redacted] advised that she needed all items claimed on the profit and loss substantiated by [redacted]. She also discussed the open issue with employees being classified as receiving 1099 income. She requested that [redacted] explain the income and loss on the tax return and gave us an additional week to provide substantiation. We called [redacted] on March 15, 2013 and went over the needed information. [redacted] advised that she would start gathering the information and get it to us as soon as possible. We scheduled a conference call with the client on March 18, 2013 to go over the profit and loss in detail. We called [redacted] at the scheduled time for the conference called and left a message for a return call. [redacted] called back later that day and apologized for missing the call. She advised that she did not have the profit and loss corrected yet and should be done with it that day. She stated that she would Email it to us when it was completed. We scheduled another call with her regarding the profit and loss. We clarified with her the different items and what categories on the profit and loss they should be classified under. We received bank statements and an updated profit and loss from the client on March 21, 2013. We called her to advise that we still need the vendor information and utility statements. We received information from the client on March 22, 2013 and immediately forwarded it to the Revenue Officer. We called [redacted] and left a message advising her that we forwarded the information to the Revenue Officer.

We called to speak with the Revenue Officer on April 1, 2013 and left a message for a return call. As we had not received a call back from Revenue Officer [redacted] we called [redacted] on April 30, 2013 to check and see if they had received a notice from the Revenue Officer. [redacted] advised that she had received no correspondence and no collection action. We spoke with [redacted] again in May and advised her that we would attempt to contact the Revenue Officer to find out the status of the case.

We called Revenue Officer [redacted] on June 5, 2013 and spoke with her in detail. She stated that the case was out of appeals and the information that [redacted] provided was incorrect. Revenue Officer [redacted] sent another request for information. She gave a deadline of June 10, 2013. We called and spoke with [redacted] that day and advised her that we would need an updated profit and loss for the 2013 tax period to date. As we had not received the needed profit and loss we contacted the Revenue Officer to ask for an extension of the deadline. She granted an extension to June 26, 2013.

Once we received the profit and loss on July 8, 2013 we immediately faxed it to the Revenue Officer. Due to the missed deadline though, an IRS bank levy was issued. However, we were able to successfully negotiate levy releases on July 15, 2013 and set up an installment agreement. Afterwards, we updated a financial statement and sent it to the client to review. We spoke with [redacted] on July 30, 2013 and she stated that she received the financial statement and would make a few changes and send it back to us.

We spoke with Revenue Officer [redacted] on August 7, 2013 and she claimed that the installment agreement had defaulted due to a pending Trust Fund Recovery Penalty assessment for the tax periods for the 2nd quarter of 2010, 2nd quarter of 2011, and 3rd quarter of 2011. We called and discussed this information with [redacted] and advised her that if she paid the amounts for these periods there would be no assessment and we could proceed with the Offer in Compromise. [redacted] stated that she already paid these amounts and we advised her that we would talk with Revenue Officer [redacted] about this. We contacted the Revenue Officer again and she verified that the client did not pay this. We spoke with [redacted] later that day and told her to provide us the cancelled checks verifying she paid it.

We received back the financial statement along with the 2013 profit and loss on September 9, 2013. We spoke with [redacted] regarding concerns she had with the length of time for resolution. We went over the case plan with her again about paying the pending balances off to avoid the trust fund recovery penalty had proceeding with an Offer in Compromise. We reviewed the financial statement she had sent back and [redacted] had noted on it that the amounts were incorrect with no corrections. We scheduled a call with [redacted] for October 3, 2013 to go over her concerns and case again.

We contacted [redacted] on October 3, 2013 and spoke with her in detail regarding her case. We again explained that with the pending assessment of the trust fund recovery penalty for the additional periods we could not submit an Offer in Compromise. We explained that those balances either needed to be paid or assessed. [redacted] got very angry with our discussion and demanded to speak with a Manager. Management spoke with her and again reiterated the case and what needs to be happen to get the Offer in Compromise submitted. [redacted] again stated that she paid those balances and we again asked for her to send us proof so that we may provide it to the IRS. The team spoke with [redacted] again on October 22, 2013 and October 31, 2013. We did not receive the requested proof of payment on the tax periods in question.

We spoke with [redacted] on November 5, 2013 and in a good faith effort we waived her monthly fee to our office for the reminder of 2013. [redacted] agreed to pay the pending trust fund recovery penalty assessment in order for us to send the Offer in Compromise to the IRS. On November 6, 2013 we called and spoke with [redacted] regarding the Offer in Compromise. We advised her that she needed to make Federal Tax Deposits timely and asked that she clarify the payroll service provider amount paid along with the issue of her profit and loss showing all rounded numbers. We explained to her that this would be questioned by the IRS. She advised that the amount for the payroll service provider was the 1099 contracted employees that she paid and we advised her to make sure she is categorizing that correctly. She also agreed to send us the profit and loss she was looking at as the numbers were not rounded. We also went over the personal financial information with her that day as well in order to ascertain if we would be filing for an Offer in Compromise on the assessed civil penalties. We again approached the need for the pending assessment amount to paid to get the Offer in Compromise in and [redacted] stated that she could not pay that nor provide proof it had previously been paid.

We contacted the Revenue Officer to discuss [redacted] agreeing to the assessment on November 8, 2013 and left a message for a return call. We mailed the Offer in Compromise documents to [redacted] for the civil penalties as promised on November 12, 2013. We called [redacted] on December 18, 2013 to follow up on the Offer in Compromise and pending assessment and left message for a return call. We spoke with [redacted] on December 23, 2013 and she advised that she did not receive the packet in the mail. We sent it to her again via Email. We received the signed Offer in Compromise documents from the client and forwarded to the IRS on December 30, 2013.

We contacted [redacted] and Revenue Officer [redacted] in January 2014 and February 2014 and left messages for both of them to return our call. On March 5, 2014 we received a letter from [redacted] stated that the Offer had been sent to the IRS office in California for processing.

Currently the Offer is pending with the IRS, but does risk being returned due to the unpaid assessments. If the Offer is returned however, we will be able to resubmit this to the IRS. The business tax matters remain in question and once federal tax deposits are timely made, a business Offer can be submitted.

In follow up to the previous fee consideration, we extended the fee waivers through February 2014. Billing had now resumed in March 2014 after several months of no fees in an effort for client satisfaction. We ask that [redacted] make payment arrangements for the fee as soon as possible so that we can continue work on the case and this critical point.

We hope this lengthy summary provides clarification to [redacted] on the work performed for her by our office. Tax matters are not easy or stress free. However, we work hard for our clients to bring these matters to a close as quickly as possible. Cooperation from our clients is required in order to do so. While we realize information requests from the IRS does become burdensome to our clients, it is something that is normal in the scope of a serious tax matter.

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

Sincerely,

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

I am very pleased with the way all the associates helped us with our debt problem always in touch with us any time we made a call to ask a question someone was always there to help us. I would recommend this company to anyone who is in need of a company that will help you with your problems

I highly recommend using Wall& Associates. They were very helpful in every aspect and every step of resolving our IRS predicament. Their staff were all very professional and easy to talk to and guide us every step of the way. I am very happy with the outcome and timely service that they provided. They really helped us through a very stressful time. Thank you Wall & Associates!

Review: I became a client of Wall and Associates in June 2013...I was a paid up customer until my separation from my now ex-husband in September 2014...on September 1, 2015 I found out that there had been liens put against my property on February 12, 2014...I had gifted property to my kids prior to the tax problem but they waited until July 2014 to file with the court...when they tried to sell it they couldn't...I contacted the state of Oregon revenue office...was told that they had repeatedly asked for info in October and November that never came...as a result they had to file the lien...the Oregon revenue dept. didn't hear from them again until May 2014...too late to stop the lien...I called Wall and Associates about the issue and asked them to call the revenue officer and do the job they were hired to do...I have gotten nothing but a run around...they are refusing to send documents supporting their position...In the mean time my kids are going to lose the cash buyer they have for their house...they didn't do what they were hired to do...and practice deceptive advertisingDesired Settlement: Have the liens federal and state lifted on the property at 1417 Valley Ave., Baker City, Oregon or refund a fair portion of the $7500 they were paid....or work out a settlement with the IRS and State of Oregon Revenue Dept. that they were supposed to do in the first place.

Business

Response:

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

complaint made by Ms. [redacted] received on September 8, 2015 (copy [redacted]). Ms.

[redacted] hired Wall & Associates, Inc. in June of 2013 for administrative tax

representation before the taxing authorities to assist in resolving her tax

liability. We realize that tax problems are stressful and frightening for any

taxpayer and we work hard to help our clients through these matters. Below you

will find a summary of the actions completed on her case until our office was

forced to stop working due to payment discrepancies. Ms. [redacted]’s case was

assigned to a case team on June 18, 2013. Upon receipt of her case we attempted

contacting her to go over the initial case information received and left a

message for a return call. The Power of Attorney forms were immediately filed

with the IRS to notify them of our representation. We then contacted the IRS

and were informed that there were no current balances due, and that there was

an extension to file Form 1040 for tax year 2012. We called Ms. [redacted] again on

June 19, 2013, and went over the initial case information with her. We

scheduled a conference call with her for July 3, 2013. She advised us that she

would be filing separately from her husband [redacted], for tax year 2012. The

Oregon Power of Attorney forms were filed with the state on July 2, 2013. We

spoke with Ms. [redacted] on July 3, 2013, and we discussed her case at great

length. Ms. [redacted] informed us that she and her husband were previously

divorced in January 2012 but remarried in September 2012, and that she would be

filing her 2012 Form 1040 as Married Filing Separate. During the divorce, they

had split all assets and she received half of her husband’s retirement plan

which resulted in a large distribution. Ms. [redacted] was under the assumption

that the retirement plan holder would withhold the appropriate taxes, but this

did not turn out to be correct. Ms. [redacted] advised that she used the monies

received to help her son purchase a starter home. She also informed us about

her medical issues and subsequent disability having been out of work since

February 2013. We requested a number of financial documents from Ms. [redacted] as

well as a copy of her previous and current tax returns in order to evaluate

figures for the resolution of her account. The tax returns and financial

information were received in our office in late September 2013. Our office

contacted the Oregon Department of Revenue on October 4, 2013, to check the

status of the balance on tax year 2012. We were informed that the balance of

$11,894.39 was not yet in collections. The Oregon Department of Revenue set a

deadline of October 22, 2013, to provide a financial statement showing

inability to repay the debt. To ensure all of Ms. [redacted]’s information was

accurately accounted for, our office requested an extension of this deadline

and it was granted until November 12, 2013. We scheduled a follow up call with

Ms. [redacted] to review the financial statement on November 8, 2013. On this date,

we advised Ms. [redacted] of further documents required to support the Oregon

financial statement. We requested additional time from the Oregon Department of

Revenue and it was granted until November 18, 2013. On November 19, 2013, we

reviewed the financial statement with Ms. [redacted]’s husband. We informed him

that the state of Oregon was now requesting verification of his income to

calculate the total household income and expenses. Our office received a

plethora of financial information from Ms. [redacted] on January 6, 2014; however

this did not include Mr. [redacted]’s income statements. On January 14, 2014, Ms.

[redacted] contacted our office to inform us of calls from the IRS Revenue Officer,

[redacted]. We phoned Mr. [redacted] on this date and spoke with him about the history

of the case. He stated that he had been working the case for over a year and

that soon his managers were going to start enforcing involuntary collection

action. Our office became confused since Ms. [redacted]’s only balance stemmed from

her 2012 Form 1040 which was only recently filed. . Through this conversation,

we became aware that Ms. [redacted] had employment and withholding tax issues

stemming from her sole proprietorship business, [redacted]’s Mail Service.

Unfortunately, we were not contracted to represent Ms. [redacted] for these issues

at the time. Mr. [redacted] informed our office that we would need to file Power of

Attorney forms as well as provide a full financial statement with all

supporting documentation no later than November 21, 2013, or he would start

issuing collection action against the business tax matters.. We contacted Ms.

[redacted] and left a message requesting a return call to discuss these matters on

both her home and cell phone numbers on file. We also mailed a letter to Ms.

[redacted] requesting contact on November 21, 2013. We received a return call from

Ms. [redacted] on November 28, 2013. She was under the impression we already

represented her business and provided us with more details about [redacted]’s Mail

Service. The case team confirmed with our accounting department that the

business was not included on Ms. [redacted]’s original contract with our firm. A

request was sent to management to add the business and a new contract was

mailed to Ms. [redacted] on February 12, 2014. We phoned Mr. [redacted] on February 19,

2014, and left him a message notifying him of our impending representation of

Ms. [redacted]’s business. On March 10, 2014, our office received an Oregon

Distraint Warrant having been filed as a result of the balance from Ms.

[redacted]’s individual income tax return for 2012. Our accounting office confirmed

receipt of the updated contract on March 13, 2014. Power of Attorney forms for

the business were immediately sent to Ms. [redacted]. We also returned a call to

Mr. [redacted] on this date. We informed him that Ms. [redacted] was disabled and using

the retirement monies to help pay for medical bills. He conveyed that since Ms.

[redacted]’s business was a government contractor with the [redacted], his managers had been very aggressive with working the case. He set a

subsequent deadline of March 21, 2014, to provide proof that Ms. [redacted] had

been using the funds for medical purposes. We called Ms. [redacted] about this

information on March 19, 2014, and left a message requesting a return call. On

March 21, 2014, our office faxed the requested medical documentation to Mr. [redacted].

He called our office on March 25, 2015, and stated that he would put Ms.

[redacted]’s business in a defunct status given that it was no longer operating. We

requested this in writing prior to withdrawing our request for a Collection Due

Process appeals hearing that had previously been filed regarding the 2012 Form

1040, however this would not be provided by Mr. [redacted]. Therefore, the personal

side of her case was forwarded to appeals. Ms. [redacted] called our office on

April 29, 2014, and we discussed the status of her mail service business. She

informed us that the business was still technically operating but that it was

subcontracted out to another individual and that it would be transferred in

time. We requested documentation to prove this situation. We received another

call from Ms. [redacted] on May 9, 2014, regarding a notice of garnishment from the

state of Oregon. We called the state of Oregon and discussed the account and

left a message with Representative Ms. [redacted] to call back. With no return

call, we phoned again and spoke with [redacted]. We informed her that Ms. [redacted]

had no source of income or bank accounts. [redacted] advised that Ms. [redacted] should

not worry about the garnishment, but that we still needed to resolve the

account somehow. Information for the upcoming Collection Due Process Hearing

was mailed to the IRS Settlement Officer, Mr. [redacted], on June 25, 2014. We also

requested additional information from Ms. [redacted] via letter on the same date.

We verbally reviewed information with her on June 30, 2014, and she stated that

she could not provide the unfiled employment tax returns being requested by the

IRS. We held the hearing on July 23, 2014, with Mr. [redacted], regarding Ms.

[redacted]’s personal 1040 matters. He stated that the case file was incomplete and

that Ms. [redacted] was not compliant with filing all of her Form 1040 tax returns.

We explained that we had sent him copies of the tax returns that were filed and

that they may not have posted to the account yet. Regardless of her compliance,

he would be authorized to put her account into Currently Non-Collectible Status

per the Internal Revenue Manual. Mr. [redacted] indicated that he felt Ms. [redacted] was

hiding information. We informed him that was not the case and with no income or

assets, he would be required to place her account in the non-collectible

status. He refused and stated he would issue the Notice of Determination. We

advised Ms. [redacted] of the notice on August 6, 2014. We also sent Ms. [redacted] a

letter educating her about IRS tax liens on June 30, 2014. Our office discussed

the Notice of Determination received with Ms. [redacted] on September 29, 2014. We

also noted that we would send her documents to sign in order to proceed with an

Offer in Compromise. These were mailed on September 30, 2014 for her review and

signature. The signed paperwork was forwarded to the IRS for submission on

October 17, 2014. In the morning of November 3, 2014, our office received a

call from Mr. [redacted] stating that the business side of her case was still not

resolved, but he did acknowledge the Offer in Compromise for the personal side.

Mr. [redacted] requested updated Power of Attorney forms before discussing further

resolution for the business debt. We faxed them to him That date. Later in the

day, Ms. [redacted]’s case was placed in a non-working status by our accounting

department for failure to comply with the payment terms of the administrative

tax resolution contract. Our accounting department notified the case team that

Ms. [redacted]’s case was closed due to nonpayment on January 12, 2015. Our Power

of Attorneys forms were subsequently revoked with the IRS and State of Oregon.

On September 2, 2015, our office spoke with Ms. [redacted] regarding her case. She

informed us that she gifted a piece of property to her son in July 2014 via

quit claim deed. This was the first time we had been made aware of this. She

claimed to be unaware that tax liens had been filed previously by the taxing

authorities which would affect her son’s sale of the property. She stated that

her son was trying to sell the property, but could not due to the tax lien. Ms.

[redacted] demanded that we fix this problem, but we explained that we were unable

to unless she contacted our accounting office to reactivate her case based on

her previous payment contract with our firm. The case team manager spoke with

Ms. [redacted] again on September 3, 2015. She stated that her husband was arrested

in September 2014 and subsequently cancelled our services. We stated that no

one had canceled our services and that the case was simply closed for nonpayment.

Ms. [redacted] conveyed that nobody told her a lien would be filed against her and

that she had been working directly with a state agent in Oregon who told her

that our company had not provided any information. We explained that the state

of Oregon had no way of collecting on her because of a lack of bank accounts or

income sources, which is why they filed the lien. Ms. [redacted] continued to ask

for free service from our company and then threatened slander with the media.

Given these circumstances, a transfer was made directly to our Client Services

Group to handle Ms. [redacted]’s concerns. On September 9, 2015, our office was

notified that Ms. [redacted] filed a complaint with the Revdex.com. Ms.

[redacted]’s complaint refers to the liens filed against her property that she

gifted to her children. There are ways to remove liens with the IRS, however;

they require a specific need (loan recodification, foreclosure, short sale

etc.) for them to be considered and the proper documentation to accompany the

request to verify the basis of the application. Depending on their case, we

will explore the lien removal options if it is requested by the client. In most

of our cases, we are able to resolve the liability and once the liability is

resolved and paid within the terms given, the lien is released by the IRS. It

is unfortunate that Ms. [redacted] is upset that the lien remains on the home, as

our office was proceeding with a resolution for the IRS and the State to

resolve the liability which would remove the liens. Furthermore, the IRS and

States will file a Federal Tax Lien as legal claim against property when a

taxpayer owes a debt. The lien protects the government’s interest in all

property. While the tax lien is there, it does not mean the Taxing Authorities

will immediately seize the property. Once a resolution is completed and paid in

full, Tax Liens are released. Part of our service involves credit clean-up with

our clients to ensure tax liens are released, and that the credit bureaus are

notified of this. Unfortunately, we did not get to the point of a resolution

being accepted and paid when Ms. [redacted]’s case was closed due to nonpayment.

Please note that Ms. [redacted] hired our office and was a client before we

instituted several changes in order to attempt to better serve our clients and

improve client communication further. As the Revdex.com is aware, our office requested

and held a meeting with members of the Richmond Revdex.com in August 2014. At that

time our office discussed changes that we had recently made to our training for

new client meetings, among other items, that would help to clarify our needs

from a client, and to clarify that we cannot promise or guarantee a timeframe

in which a case will be resolved. During a follow up meeting between our office

and the Revdex.com earlier this year (2015), we discussed a pattern of complaints the

Revdex.com feels exists and that the Revdex.com would monitor complaints to determine if the

pattern continued to exist even after the August 2014 changes our company

instituted. The Revdex.com has stated that complaints falling under that pattern

essentially have a bearing on our Business Review Information. Please note that

Ms. [redacted]’s complaint should not be considered part of the Revdex.com identified

pattern because Ms. [redacted] hired our services before the client communication

changes we instituted in August 2014. Therefore, her complaint should have no

bearing on the pattern when considering it for our online Business Review

purposes. The changes we put forward in 2014 were geared towards new clients

and initial meetings with clients. Ms. [redacted] had her initial meeting and was a

new client long before August 2014. We appreciate your willingness to disregard

this specific complaint in relation to the Revdex.com identified pattern. Ultimately,

we put forth great effort on Ms. [redacted]’s behalf, and would like nothing more

than to resolve the ongoing concerns that she has expressed in the complaint.

It is however unfair that Ms. [redacted] now blames our office for issues that she

never told us about, and provides inaccurate information regarding her tax

lien. There are many options available to resolve the outstanding balances due

the IRS and we request that Ms. [redacted] contacts 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. Thank you for your time and

assistance with this matter.

Review: I am being audited by the IRS and I hired this firm to represent me on 9/26/2014. They have mishandled my case and caused me to lose any ability to defend myself. Their only action was to send two letters which I could have easily written myself. They failed to file a Tax Court Petition which would have protected my rights. There has been no resolution to my case. They have gotten zero results.Desired Settlement: I want a full refund of the $3,750.00 I have paid to this firm.

Business

Response:

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

above referenced complaint received on August 21, 2015 (copy [redacted]). Mr.

[redacted] sought out and hired our services in October of 2014 for

administrative tax representation. Below you will find a detailed account of

the work performed on his 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) and States of New Jersey and

New York on October 6, 2014. Upon receipt of his case, Power of Attorney forms

were filed with the IRS and the state of New Jersey to advise them of our

representation. We contacted the IRS that day to obtain the balances on Mr.

[redacted]’s account. We spoke with Agent [redacted], who advised there were no

balances at that time, but there was a previous audit for 2011 that had

resulted in no changes. We attempted to contact Mr. [redacted] to discuss his

case further, but had to leave a message requesting a return call. We then

attempted to contact the state of New Jersey in order to obtain the balances on

his account, and the agent stated that there were no balances owed and all

required returns had been filed. We attempted to contact Mr. [redacted] again on

October 8, 2014, but were unable to reach him and left a message requesting a

return call. We spoke with Mr. [redacted] on October 9, 2014, and discussed some

initial information regarding his case. That same day, he e-mailed us a copy of

the IRS Notice of Deficiency for tax year 2011 that had been issued to him on

July 24, 2014. We spoke with Mr. [redacted] again on October 10, 2014, and

discussed his case in more detail. We then sent a response to the IRS in

regards to the Notice of Deficiency stating that the income reported should be

considered a loss due to the passive/active/material participation rules. We

spoke with Mr. [redacted] regarding the response that we had mailed to the IRS,

and forwarded a copy of the letter to him via email. During our conversation,

we reviewed the information that would be additionally needed in order to

dispute the liability. We also scheduled a conference call for October 17,

2014, so that we could further discuss his case and review his current

financial situation to plan for a resolution of any balances that may remain

after the audit dispute was completed. On October 13, 2014, we mailed a letter

to Mr. [redacted] with a list of the requested financial information, along with

Power of Attorney forms for the state of New York and additional IRS Power of

Attorney forms. We attempted to contact Mr. [redacted] on October 17, 2014 for

our scheduled conference call, but were unable to reach him and had to leave a

message. On November 11, 2014, we attempted to contact Mr. [redacted] again to

discuss his case but were unable to reach him. We also mailed a letter to him,

advising him of our attempts to contact him. We spoke with Mr. [redacted] on

November 20, 2014, and discussed the status of his case. We rescheduled the

missed conference call for November 24, 2014. We spoke with Mr. [redacted] on

November 24, 2014 for the conference call. We reviewed the Notice of Deficiency

and IRS Form 433-A, Collection Information Statement. We additionally notified

Mr. [redacted] of the case plan we established to work towards resolving his tax

liability. On December 31, 2014, we attempted to contact Mr. [redacted] in order

to discuss his case, but were unable to reach him and left a message requesting

a return call. We attempted to contact Mr. [redacted] again on January 27, 2015;

and January 30, 2015; but were unable to speak with him on either occasion. On

February 9, 2015, we mailed additional IRS Power of Attorney forms to Mr.

[redacted] for signature. We spoke with Mr. [redacted] on February 18, 2015, and

discussed his refund being seized by the IRS and the status of his case. On February

20, 2015, we contacted the IRS in regards to the Notice of Deficiency. We spoke

with Agent Simmes, who stated the system was experiencing technical difficulty

and to try again later. We then spoke with Mr. [redacted] and updated him on our

attempts to contact the IRS on his behalf. We spoke with Mr. [redacted] again on

February 23, 2015, and discussed his concerns about the case time and

resolution options. We then prepared and sent another response to the IRS in

regards to the 2011 Notice of Deficiency, we forwarded a copy of this response

to Mr. [redacted] as well via E-mail. On March 12, 2015, we received the signed

IRS Power of Attorney forms from Mr. [redacted], and these were forwarded to the

IRS for processing on March 16, 2015. We mailed a formal request to the IRS on

March 18, 2015 to place Mr. [redacted]’s account into a currently noncollectable

status to hold off IRS collection attempts while we were working to dispute the

liability. We attempted to contact Mr. [redacted] on March 27, 2015, but were unable

to speak with him regarding his case, and had to leave a message on his

voicemail. On April 1, 2015, we were notified by our accounting department that

there was a payment discrepancy on Mr. [redacted]’s account, and were required to

temporarily suspend active casework. We spoke with Mr. [redacted] on April 7,

2015 and discussed this non-working status, along with his audit for 2012, as a

notice form the IRS dated March 30, 2015 was recently received indicating that

an Audit was being completed on the 2012 1040 tax return. Mr. [redacted]

expressed concerns about being audited for 2012 and stated that if we had

resolved 2011, he would not have been audited for 2012. We explained to Mr.

[redacted] that the IRS will typically audit other tax returns if the same items

are being claimed that were disallowed on previous tax return audits; as they

did after the IRS had already resolved his audit for tax year 2010, which

occurred prior to hiring Wall & Associates, Inc. On April 8, 2015, we

received notification from our accounting department that the payment

discrepancy had been resolved, and active work could resume on Mr. [redacted]’s

case. On April 15, 2015, we researched the relevant IRS guidelines regarding

the open audit for 2012 and determined that Mr. [redacted] was over the Adjusted

Gross Income (AGI) limits to claim a special allowance for the deductions

related to his rental properties. We called and discussed this information with

Mr. [redacted] on April 17, 2015. Mr. [redacted] stated that he had received a

notice from the IRS requesting supporting documentation for the 2011 Notice of

Deficiency. We mailed the requested documentation to the IRS that same day a

response to this notice, containing receipts provided by Mr. [redacted] showing

proof of all expenses claimed on his 2011 tax return. On April 20, 2015, we

spoke with Mr. [redacted] and confirmed receipt of some of the emails he had

forwarded to us. We determined that we had not received all of the emails due

to the size of the files he had attempted to send, and he agreed to forward

this information to us on a jump drive instead. On April 24, 2015, we spoke

with Mr. [redacted] and confirmed that he had mailed the jump drive to our

accounting office in Marshall, VA, and we stated that we would email them to

confirm that it had been received. We then emailed to Mr. [redacted] a copy of

the response to the Notice of Deficiency submitted on April 17, 2015. On April

28, 2015, we spoke with Mr. [redacted] and discussed the response that was

e-mailed to him. Mr. [redacted] was not satisfied with the previous responses and

requested that we send another response as sending that information himself

previously did not work for him. We then confirmed that our accounting

department had received his jump drive of information and was forwarding it to

our office. On April 29, 2015, we submitted another response to the Notice of

Deficiency for tax year 2011. We received Mr. [redacted]’s jump drive of

information for his 2012 audit on April 30, 2015 per Mr. [redacted]’s request. On

May 4, 2015, we reviewed all of the files that Mr. [redacted] had provided to our

office for his 2012 open audit. We attempted to contact Mr. [redacted] later that

day regarding our review of his information, but were unable to reach him and

had to leave a message on his voicemail. We emailed Mr. [redacted] on May 5, 2015

a copy of the Notice of Deficiency correspondence that was forwarded to the IRS

on his behalf. We spoke to Mr. [redacted] later that day regarding the issues

with his tax returns that were prompting the IRS audits. Mr. [redacted] stated

that he would prepare an amended tax return for 2012 to see if he would then

qualify for the AGI requirements under the passive/active/material

participation rules. On May 6, 2015, we received notification from our

accounting department that we were required to temporarily suspend active

casework due to a payment discrepancy on Mr. [redacted]’s account. We received a

copy of Mr. [redacted]’s 2013 tax return via email on May 13, 2015, and confirmed

receipt with him that day. We attempted to contact Mr. [redacted] On May 18, 2015

regarding the status of his case, but were unable to reach him and left a

message on his voicemail. On May 28, 2015, we attempted to contact Mr. [redacted]

again regarding concerns and the status of his case, but were unable to reach

him and left another message on his voicemail. We spoke with Mr. [redacted] later

that day and went over his case and addressed his concerns. We let him know

that if he could not prove that he qualified as a real estate professional, we

would need to look into resolving the balances based on his collectability

potential as opposed to arguing the liability. We told him that we would

prepare a current financial statement and would have a conference call with him

at a later date to discuss this information. On June 3, 2015, we received an

email from Mr. [redacted] inquiring into whether we had sent in a response to the

IRS in regards to his open 2012 audit. We contacted Mr. [redacted] that day and

discussed his e-mail. We let him know that his account was on a non-working

status and we would need his account to be active to be able to work on the

2012 audit. We then explained the open audit to him and how that would need to

be worked via telephone with the auditor assigned and was not something we could

forward a response for as we had with the Notice of Deficiency for tax year

2011. Our accounting department notified us on June 9, 2015 that Mr. [redacted]’s

case had been closed due to non-payment. We mailed a summary of the work

completed on Mr. [redacted]’s case to him on August 3, 2015. Our office received

a notice form the IRS dated July 8, 2015 which denied the Audit Reconsideration

request our office had submitted, as their review of the request determined the

documentation supplied did not change the fact that Mr. [redacted] did not

qualify for the deductions claimed on his 1040 Schedule E and the Passive

Activity Loss. On August 4, 2015, we received a letter from Mr. [redacted] with

concerns regarding his case. We contacted Mr. [redacted] immediately to address

his concerns. Mr. [redacted] had concerns with how the Notice of Deficiency for

2011 was responded to and stated that the only way to respond to that notice

would have been to petition tax court for his case. We explained tax court

procedures and options moving forward. We went over again the reasons why we

determined that he does not qualify for the deduction claimed on the tax

return. We went over his amended return for 2012 and how it had showed him

still being over the AGI limit for claiming this deduction. We then explained

that this is why during our previous conversations, we discussed looking into

resolving the balances based on collectability potential. Mr. [redacted] had

concerns about being audited for 2012. We discussed with him again that the IRS

will typically audit returns that show the same information being claimed as

previously audited years. Mr. [redacted] stated concerns about the time to get

the balance for tax year 2011 resolved and we went over the rental income

deduction rules again and his AGI. At that time, Mr. [redacted] requested a full

refund of monies paid to Wall & Associates, Inc. We let him know that his

case had been referred to our Client Services Group to handle his request. Our

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

regarding his refund request and the work completed on his behalf by our

office. Mr. [redacted]’s complaint comments state that “They failed to file a Tax

Court Petition”. Wall & Associates, Inc. provides administrative tax representation

before the taxing authorities to assist our clients in resolving their tax

liability. We provide no legal representation. Mr. [redacted] was well aware of

the administrative representation as the contract he signed for services

clearly indicated in section 3 “We agree to represent you administratively

before the tax authorities. Additionally section 6 of the contract states “Our

services apply only to administrative tax practice and hearings. The company

provided no legal services, and does not represent persons in any state or

federal court whatsoever, if you desire legal services, you must contract for

such services separately.” Furthermore, we advise our clients of other options

on their cases administratively rather than filing legal petitions in the U.S.

Tax Court, just as we did on this case. Our office proceeded with Mr.

[redacted]’s case accurately. A request was submitted to the IRS prior to the IRS

deadline to petition Tax Court. This request specifically requested an Audit

Reconsideration as we did not agree with the findings of the Audit completed on

Mr. [redacted]’s 2011 1040 return. We corresponded with the IRS and provided them

with all of the additional documentation to support the Schedule E and the

Passive Activity Loss which was denied by the Auditor. With the documentation

provided it is unfortunate the IRS sustained their denial as Mr. [redacted] did

not qualify for those deductions claimed due to the IRS policies. Our office

was already working on planning for an alternate resolution with the IRS, as we

had requested personal financial documentation from Mr. [redacted] to be able to

plan for a resolution with the IRS. We additionally provided Mr. [redacted] with

the education on the Schedule E and the Passive Activity Loss to accurately

prepare all future returns. We also advised him to have the 2013 and 2014

returns amended. There are still options available to resolve Mr. [redacted]’s

tax liabilities. Again, we understand Mr. [redacted]’s frustrations on this

matter. We worked as quickly as possible to resolve this matter. 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. If we can work out

appropriate fee arrangements that are acceptable to him, we will be glad to

move forward on the case and continue the resolution process. A copy of our

correspondence with the IRS regarding the 2011 Audit is [redacted] for your

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

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

Business

Response:

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

additional comments received for the aforementioned complaint on September 3,

2015 (copy [redacted]). We are sorry to hear that our previous response did not

resolve Mr. [redacted]’s concerns regarding the work performed on this case. Mr.

[redacted]’s most recent complaint comments state that “they missed a deadline

for filing a petition”. Again, Wall & Associates, Inc. provides administrative

tax representation before the taxing authorities to assist our clients in

resolving their tax liability. We provide no legal representation. We advised

Mr. [redacted] of other options on their cases administratively rather than

filing legal petitions in the U.S. Tax Court, just as we did on this case. The

petition Mr. [redacted] refers to is a Petition for the U.S. Tax Court. We did

not seek this method in resolving Mr. [redacted]’s case as there were other

administrative ways to resolve his audit dispute than going to tax court. If

Mr. [redacted] wanted so badly to file a Tax Court Petition, he could have hired

an attorney to do so, or could have filed it on his own. Again, our office

proceeded with Mr. [redacted]’s case accurately. A request was submitted to the

IRS prior to the IRS deadline to petition Tax Court. This request specifically

requested an Audit Reconsideration as we did not agree with the findings of the

Audit completed on Mr. [redacted]’s 2011 1040 return. We corresponded with the

IRS and provided them with all of the additional documentation to support the

Schedule E and the Passive Activity Loss which was denied by the Auditor. With

the documentation provided it is unfortunate the IRS sustained their denial as

Mr. [redacted] did not qualify for those deductions claimed due to the IRS

policies. Mr. [redacted] can continue to dispute the assessment from the Audit

through administrative programs the IRS offers like the Audit Reconsideration

and the Doubt as to Liability Offer in Compromise programs. However, through

the Audit Reconsideration our office requested on Mr. [redacted]’s behalf with

the IRS and the documentation we provided to support Mr. [redacted]’s dispute,

the IRS found that their review of the request determined the documentation

supplied did not change the fact that Mr. [redacted] did not qualify for the

deductions claimed on his 1040 Schedule E and the Passive Activity Loss.

Further, Mr. [redacted] was well aware that if he could not prove that he

qualified as a real estate professional, we would need to look into resolving

the balances based on his collectability potential as opposed to arguing the

liability. Mr. [redacted]’s comments also state that “They never sent a written

response to the IRS for the 2012 Audit”. As stated in our previous response, we

researched the relevant IRS guidelines regarding the open audit for 2012 and

determined that Mr. [redacted] was over the Adjusted Gross Income (AGI) limits to

claim a special allowance for the deductions related to his rental properties.

Further, we spoke to Mr. [redacted] regarding the issues with his tax returns

that were prompting the IRS audits. Mr. [redacted] stated that he would prepare

an amended tax return for 2012 to see if he would then qualify for the AGI

requirements under the passive/active/material participation rules. When the

IRS is reviewing a tax return, a taxpayer can voluntarily Audit the tax return

to reflect the correct and true figures. Further, when Mr. [redacted]

specifically asked about the 2012 audit in June 2015, he case had been placed

into a non-working status due to a payment discrepancy. At that time, we could

not perform any work on Mr. [redacted]’s behalf. Mr. [redacted]’s comments also

state that “My entire 2014 Federal Tax Refund was taken from me”. The IRS has a

Federal Treasury Offset Program; meaning, if an individual owes money to the

federal government because of a delinquent debt, the Treasury Department can

offset that individual's federal payment or withhold the entire amount to

satisfy the debt. The debtor is notified in advance of any offset action to be

taken. This is not something that Wall & Associates, Inc. can stop from

occurring. This is standard IRS procedure and policy if someone has a tax

liability and we are unable to change IRS Code. We are sorry if Mr. [redacted]

had any confusion regarding this. It is unfortunate that Mr. [redacted] feels as

though we are “incompetent”. Our office properly filed the Audit

Reconsideration on Mr. [redacted]’s behalf to argue against the previous audit

completed. Again, the IRS sustained their findings that Mr. [redacted] did not

qualify for the deductions claimed on his 1040 Schedule E and the Passive

Activity Loss. Our office was also working on completing the IRS Form 433-A

Collection Information Statement to evaluate his financial situation for case

planning arguing against collectability if the liability remained after the

Audit Reconsideration was completed. Additionally, Mr. [redacted] stated “Wall

and Associates would resolve my 2011 audit Issue”. Our office was working to resolve

the issue. In the event that we were not able to remove the liability through

the Audit Reconsideration, we planned to resolve the liability through other

IRS programs offered based on collectability. Our office was working on this.

We cannot make any guarantees with how a particular case will be resolved or

how long it will take. Our office diligently works a case to resolve it in the

best manner possible. Finally, Mr. [redacted]’s comments state we “would prevent

the same issue”. We previously discussed with him that the IRS will typically

audit returns that show the same information being claimed as previously

audited years. As this was not a single year occurrence, the IRS was looking at

all returns currently on file for the same issue and completing the additional

tax assessments as Mr. [redacted] did not qualify to claim the particular

deductions. We also previously explained to Mr. [redacted] that the IRS will

typically audit other tax returns if the same items are being claimed that were

disallowed on previous tax return audits; as they did after the IRS had already

resolved his audit for tax year 2010, which occurred prior to hiring Wall &

Associates, Inc. Additionally, we provided Mr. [redacted] with the education on

the Schedule E and the Passive Activity Loss to accurately prepare all future

returns. We also advised him to have the 2013 and 2014 returns amended. Again,

we understand Mr. [redacted]’s frustrations on this matter. We worked as quickly

as possible to resolve this matter. While it is our understanding Mr. [redacted]

would like a full refund of the fees he paid for the services rendered. Our

office proceeded with Mr. [redacted]’s case accurately and correctly. 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. If we can work out

appropriate fee arrangements that are acceptable to him, we will be glad to

move forward on the case and continue the resolution process. If the Revdex.com has

suggestions for how we can resolve this with the clients we are certainly

welcome those suggestions. If you require any further information, please

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

Sincerely, Wall & Associates, Inc.

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.

They have not provided any positive results for me in any discernible way. They now claim that they told me they could not file a petition on my behalf but never bothered to advise me that filing a petition was the proper procedure in my case. They advertise themselves as tax professionals but they are not. It would be more accurate to describe them as "making excuses after the fact for lack of results" professionals.If they do not refund my money by 9/18/15 I will take them to court and sue them for malpractice.

Regards,

Business

Response:

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

additional comments received for the aforementioned complaint on September 16,

2015 (copy [redacted]). We are sorry to hear that our previous response did not

resolve Mr. [redacted]’s concerns regarding the work performed on this case. Mr.

[redacted]’s most recent complaint comments state that he had “no positive

results”. Mr. [redacted] has not allowed our company time or opportunity to seek

positive results. Upon Mr. [redacted] becoming a client, he requested that we

argue against the previous Audit as he had proof of the expenses disallowed. In

order to proceed with his request, an Audit Reconsideration was submitted to

the IRS. We corresponded with the IRS and provided them with all of the

additional documentation to support the Schedule E and the Passive Activity

Loss which was denied by the Auditor. With the documentation provided it is

unfortunate the IRS sustained their denial as Mr. [redacted] did not qualify for

those deductions claimed due to the IRS policies. Therefore, our office began

planning to proceed with a resolution to resolve the liability, as there were

no grounds for the audit to be reversed. There are options to resolve Mr.

[redacted]’s liability which would produce “positive results”. Had our office had

the opportunity to explore these options, Mr. [redacted] would more than likely

find himself at a different opinion of our services. Again, we are clearly

stating that we did not file a petition in the US Tax Court on Mr. [redacted]’s

behalf because our staff are not attorneys and Wall & Associates, Inc. is

not a law firm. Mr. [redacted] knew this when he hired us. There were and are

other options to resolve the tax matter other than the US Tax Court which can

be a very lengthy and expensive process. Again, we understand Mr. [redacted]’s

frustrations on this matter. We worked as quickly as possible to resolve this

matter. Our office proceeded with Mr. [redacted]’s case accurately and correctly.

Contrary to Mr. [redacted]’s slanderous statements, we are tax professionals and take

our work seriously. Our staff go through regular and intensive continued

education and training. Mr. [redacted]’s statement of how we should describe our

business is only his unfounded opinion which has no business being part of a

formal complaint with the Revdex.com. In order to resolve this complaint and end the

matter, we are willing to offer Mr. [redacted] a refund of $350. We make this

offer not as an admission of liability to the client, but only to resolve any

complaint or misunderstanding. If Mr. [redacted] agrees to this refund, we ask

that he contacts us directly so that we may initiate the refund process. We are

also open to using the Revdex.com Arbitration process to resolve this dispute if Mr.

[redacted] would like to as well. 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 and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear belowI demand a full refund of the $3,750.00 I paid you. You did nothing for me except waste my time and cause me to miss crucial deadlines with the IRS.When you accomplish nothing, you should get paid nothing.The issue with the IRS was not whether or not I had the receipts to document my expenses. The issue was whether or not they would recognize me as an active real estate participant. You still don't get it.You say you need more time. I gave you a year and you accomplished nothing. I repeatedly asked you for an expected time frame and a plan of action. Even now you have not provided either one. Of course it is to your advantage to drag things out and do nothing because you would have received $350 per month, thereby increasing your undeserved compensation.Your offer is rejected.

Regards,

Business

Response:

Dear Ms. [redacted],We are writing in timely response to the additional comments received for the aforementionedcomplaint on October 2, 2015 (copy [redacted]). Deadlines were not missed on the case despite Mr.[redacted]’s statements. Further, the receipts we provided to the IRS were part of the process to recognizewhether or not Mr. [redacted] could be identified as an active real estate participant. The IRS determinedthose receipts did not lead to that status for the client.In order to resolve this complaint and end the matter, we are willing to offer Mr. [redacted] a refundof $500. We make this offer not as an admission of liability to the client, but only to resolve anycomplaint or misunderstanding. Despite the fact that we completed work on this case and the moneywas earned, we are willing to offer this refund to resolve the matter.Our case teams have no indication as to how much money a client pays to us. They only receivethis information if the client directly tells them the fee amounts. Therefore, our case teams have nobenefit, bonus, or other compensation perk to make a case take longer. Our case teams want client casescompleted and closed as fast as possible. Mr. [redacted]’s accusations of increasing our owncompensation on his case for our own benefit is wrong.If you require any further information, please contact our office. Thank you for your time andassistance with this matter.

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 belowWelcome to the Wall and Associates Car Dealership.Your car will cost you a $2000 down payment and $350 per month indefinitely, but you should have your car within a year.6 months laterYour car has not come in, we cannot say when it will come in, we cannot tell you what we are doing to get it for you. Just keep sending us $350 per month or we cannot get your car for you.Another 6 months go by.You want your money back because we did not get your car? Well, you do not deserve your money back because we made phone calls and sent two letters. And by the way, the reason you did not get your car is because you did not give us enough time. Keep sending money. Oh, and by the way, we did everything we said we would do and this is all your fault.Does this make any sense? How long would this car dealership stay in business?Your offer is rejected. I demand a full refund.

Regards,

Business

Response:

Dear [redacted] we are writing in timely response to the additional

comments received for the aforementioned complaint on October 16, 2015. Wall

& Associates Inc., takes the Revdex.com complaint review process seriously and

works to ensure that all of our clients receive adequate response to their inquiries.

Unfortunately out company is not in the automotive industry and we do not procure

to sell any type of physical goods. We are a professional service company and

as such [redacted] comparison of our services to that of a car dealer are irrelevant.Our office in probity offered [redacted] a refund in the amount

of $500. Once again, in order to resolve this complaint and end the matter we

are willing to offer [redacted] a refund amount of $500. We make this offer not

as an admission of liability to the client, but only to resolve any complaint

or misunderstanding. Despite the fact that we completed work on this case and the

money was earned, we are willing to offer this refund to resolve the matter. Our clients comes to

us with complex tax matters that need to be addressed and unfortunately the actual case time frame many not always

match up with our client’s expectations. While our team work very hard to insure a case

is completed as quickly as possible the IRS response process is notoriously

slow. Our company makes no guarantees regarding the expected timeframe for a

case resolution and any company that would is being dishonest. We do not offer

case time frames similar because when dealing with taxing authorities we are dependent

on their response to our queries.

Business

Response:

Dear Ms. [redacted],We are writing in

response to the correspondence our office received regarding the additionalquestions you had concerning

the aforementioned case on October 28, 2015 (copy [redacted]).The IRS letter dated

July 8, 2015 was in response to our request to have the audit, which Mr.[redacted] had gone

through prior to hiring our firm, reopened. Our office had submitted a request

alongwith supporting

documentation for consideration. The notice in question is the

denial notice to reopenthe audit based on

the Internal Revenue Service's opinion that the correspondence our office

provideddoesn't warrant a

reconsideration. Admittedly, it can take several attempts

before the IRS will agree toreopen an audit and

consider additional information.Mr. [redacted]'s

initial case plan was to argue the audit by getting the IRS to reconsider their

stancethat he was a passive

participant with regard to his rental properties. If he

been designated an active andmaterial participant

the losses he was audited for could be allowed and the case completed. However,the information Mr.

[redacted] provided did not reflect a passive activity loss to support the loss

amounton his tax return.

Therefore, the IRS removed the loss previously listed on the return which in

tumcaused a balance due

for that tax year. During his time with our firm we had prepared and worked

withMr. [redacted] to

perfect form 433-A, Collection Information Statement for Wage Earners and

SelfEmployedIndividuals, to

ensure that if necessary we would.be

ready for alternative options in resolvinghis case. When Mr.

[redacted]'s case was closed with our firm we were preparing for an additional

auditthat had been opened

by the IRS for tax year 2012. Any alternative resolution would be dependent onthe completion and

closure of this audit first. Our office has no control over when and if the IRS

decidesto investigate a

prior year return, but the audit would have to be resolved before a final

resolution couldbe reached.Per your request I

have [redacted] copies of the written correspondence between our office andthe Internal Revenue

Service. I have redacted Mr. [redacted]'s social security number due to privacyconcerns. A case summary has

already been provided in our previous correspondence. For yourconsideration I have [redacted] the

relevant casework undertaken on Mr. [redacted]'s case during the timeframes you requested.Our office received Mr. [redacted]'s case

on Oetober 6, 2014. Upon receipt of his case, Power ofAttorney forms were filed with the IRS

and the state of New Jersey to advise them of our representation.We contacted the IRS that day to obtain

the balances on Mr. [redacted]'s account. We spoke with AgentBradford, who advised there were no

balances at that time, but there was a previous audit for 2011 thathad resulted in no changes. We attempted

to contact Mr. [redacted] this day to discuss his case further,but had to leave a message requesting a

return call. We then attempted to contact the state of New Jerseyin order to obtain the balances on his

account, and the agent·stated that there were no balances owed andall required returns had been filed.We attempted to contact Mr. [redacted]

again on October 8, 2014, but were unable to reach himand le.ft a me.ssage re.questing a return

call. We spoke with Mr. [redacted] on October 9, 2014, anddiscussed some initial information

regarding his case. That same day, he e-mailed us a copy of the IRSNotice of Deficiency for tax year 2011

that had been issued to him on July 24, 2014. We spoke withMr. [redacted] again on October 10, 2014,

and discussed his case in more detail. We then sent aresponse to the IRS in regards to the

Notice of Deficiency stating that the income reported should beconsidered a loss due to the

passive/active/material participation rules. We spoke with Mr. [redacted]regarding the response that we had

mailed to the IRS, and forwarded a copy of the letter to him viaemail. During our conversation, we

reviewed the information that would be additionally needed inorder to dispute the liability. We also

scheduled a conference ca}l for October 17, 2014, so that wecould further discuss his case and

review his current financial situation to plan for a resolution of anybalances that may remain after the audit

dispute was completed. On October 13, 2014, we mailed aJetter to Mr. [redacted] with a list of

the requested financial information, along with Power of Attorneyforms for the state of New York and

additional IRS Power of Attorney forms. We attempted to contactMr. [redacted] on October 17, 2014 for our

scheduled conference call, but were unable to reach him andhad to leave a message.On November 11, 2014, we attempted to

contact Mr. [redacted] again to discuss his case butwere unable to reach him. We also mailed

a letter to him, adv~sing him of our attempts to contact him.We spoke with Mr. [redacted] on November

20, 2014, and discussed the status of his case. Werescheduled the missed conference call

for November 24, 2014. We spoke with Mr. [redacted] onNovember 24, 2014 for the conference

call. We reviewed the Notice of Deficiency and IRS Form 433-A, Collection Information Statement. We

additionally· notified

Mr. [redacted] of the case plan weestablished to work towards resolving

his tax liability. On December 31, 2014, we attempted to contactMr. [redacted] in order to discuss his

case, but were unable to reach him and left a message requesting areturn call.We attempted to contact Mr. [redacted]

again on January 27, 2015; and January 30, 2015; butwere unable to speak with him on either

occasion. On February 9, 2015, we mailed additional IRSPower of Attorney forms to Mr. [redacted]

for signature. We spoke with Mr. [redacted] on February 18,2015, and discussed his refund being

seized by the IRS and the status of his case. On February 20,2015, we contacted the IRS in regards to

the Notice of Deficiency. We spoke with Agent Simmes, whostated the system was experiencing

technical difficulty and to try again later. We then spoke with Mr.[redacted] and updated him on our attempts

to contact the IRS on his behalf. We spoke with Mr.[redacted] again on February 23, 2015, and

discussed his concerns about the case time and resolutionoptions. We then prepared and sent another response to the IRS in regards

to the 2011 Notice ofDeficiency, we forwarded a copy of this

response to Mr. [redacted] as well via E-mail. Our office took the appropriate steps

in attempting to address Mr. [redacted] tax controversy.Our office has additionally been more

than reasonable in accommodating Mr. [redacted]'s requests foradditional information. Unfortunately,

our office cannot help that the Internal Revenue Serviceresponse process is slower than he

expected.In a good faith effort to continue to

work towards resolving this complaint satisfactorily, wewill offer to refund Mr. [redacted] $1,000

of the fees he paid for services. We make this offer in goodfaith to try and help resolve his

concerns and address any misunderstandings. This refund offer is notbeing made as an admission of liability

to the client, but only to resolve any complaint ormisunderstanding. We completed work on

this case and the money was earned, but we are willing tooffer this refund to resolve the matter.If you require any further information, please contact our office.

Thank you for your time andassistance with this matter.Sincerely,Wall & Associates

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.

Of the 21 pages attached to Wall and Associates response, only 4 were generated by them. Four short, half page letters that could easily have been written in less than 15 minutes.Let me respond to the questions posed by [redacted] in her correspondence to Wall and As.:The July letter from the IRS said they would not consider Wall and As. request to reopen the audit because the information provided was already received. Yes, all they did was re-send copies of my receipts which the IRS already had received from me directly prior to hiring Wall and As. I told them that but they insisted that re-sending the receipts was the proper response.There has never been a plan of action presented to me by Wall and As. Their claim that they were working with me to fill out a 433-A form is an outright lie. It never happened.When the 2012 audit letter was received I called Wall and As. and asked them to send a written response. They refused, saying the audit had just begun and a written response was not needed. They said they were responding by phone. Down the road, if there is any kind of dispute, how do you prove you responded if it is not in writing? Does this sound like a professional response?I now know by hiring a competent tax attorney that my only hope of settling this favorably with the IRS was to file a petition with the tax court. Wall and As, are not attorneys, they told me that they could not go to court, but they also told me I would not need to go to court, that I would not need an attorney. [redacted] assured me they would take care of not only the tax years I was being audited but resolve it so that all future tax returns would not have the same recurring issue. I relied on them for their expertise. They lied to me and took my money and left me worse off than before I met them.I demand a full refund of the $3,750 I paid them.

Regards,

Business

Response:

We are writing in response to the complaint first filed with the Revdex.com Serving Central Virginia onAugust 21st, 2016.Our office was able to work out an amicable resolution to the aforementioned cornplilint onFebruary 2nd, 2016. Mr. [redacted] was offered and accepted a partial refund. I have attached a copy ofthe letter signed by Mr. [redacted] and our Chief Operating ·Officer agreeing to the proposed resolutionIf you require any further information, please contact" our office. Thank you for your time andassistance 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,

I have worked closely with Wall & Associates to successfully settle a state tax matter over the last 18 months. My case was handled expertly and efficiently, and resulted in abatement of over 14,000.00 in penalties.

This company was very helpful at all times during the process. In my case it took longer then I had anticipated but in the outcome I was very happy to have my life back.
Thank you Wall & Associates, Inc.

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

Business

Response:

Business

Response:

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

Review: I hired Wall and Associates to handle my IRS tax problem. I met with a representative [redacted] 4/2/13. During the consultation [redacted] explained in great detail how the IRS worked and if I ignored the problem it would be alot worse and I needed to act now. The fee he explained would be an initial $2000.00 with $400.00 a month to be deducted from my account starting in July 2013. I was on a budget so I asked [redacted] directly how long did he think it would take to handle my case. He informed me that it should be resolved no later than August 2013, and I would only owe the IRS at the least $1.00 - 10% of my debt which would amount to $1700.00. With that in mind and taking into account my funds that I had I agreed to the terms and I paid the initial $1000.00 at the first meeting and $1000.00 deducted from my account 1 month from that which was May 2, 2013. $400 was to be deducted from my account starting July 1, 2013. In July I started calling weekly to Wall and Associates only to talk to a different associate on each call and I was told something different by each associate. No one seemed to really be knowledgeable regarding my tax issue. As August quickly approached I started to begin to worry as I knew I only had enough money left to pay for August, as I talked to different associates, they would only tell me that they were working on resolving my case and they would send me an Offer in Compromise paperwork that I needed to look over and make corrections and send it back. September came and I struggled to make sure I had the $400 that would be deducted from my account and Still no Offer in Compromise paperwork and no real answers. October 2013 I had to borrow money to pay Wall and Associates at this point I was frantic. No real information other than they were working on it. At the point in October I asked an associate how much longer this would take because I had run out of money. The associate informed me it could take up to 8months -1year. I realized at that point I had paid $3600.00 for nothing, because there was no way I could afford $400 a month for another year. After verbalizing this to [redacted] an associate from the firm , I then received several calls from different associates and then I received a call from [redacted] who listend to my concerns and explained called that my Offer and Compromise could not be submitted until my tax balance had "hit the books at the IRS" So they would suspend my payments for the month or November 2013 and December 2013 and my payments would resume in January 2014.

On December 10, 2013 I faxed a letter to Wall and Associates explaining my dissatisfaction of the way my tax issue had been handled and how dishonest [redacted] was in our initial meeting and that no one in the firm explained anything to me regarding my tax balance and that nothing could be done until then. I felt basically I had paid $3600.00 for nothing. When my letter was received at the firm, "[redacted]" from the firm did contact me and she explained she would take a look at my case and she understood my concerns. Around the middle of December "[redacted]" did confirm that my tax balance was not in the IRS system yet and that nothing could be done until it hit the system. So therefore my monthly payments would be suspended indefinitely. I asked her to please send me a letter stating that fact and I never received the letter. The end of January 2014 I was contacted by an associate "[redacted]" who informed me that my balance had been posted and I needed to send the Offer and Compromise back to her along with two seperate money orders. I sent all of the requested information the next day. In March I received a letter from the firm that my Offer had been submitted On March 5, 2014. On March 17, 2014 I received the Offer in Compromise along with the two money orders I had included from the IRS due to an error on the form that had been completed by the firm. I informed the firm of the return and I was instructed to return everything to the firm along with the money orders and send by Certified mail, in which I did on March 18, 2014. On April 15, 2014 I received a phone call from [redacted] who informed me that the firm would start deducting their fee from my account for the month of April. I informed [redacted] that I could no longer afford their services and that I had paid a total of $3600 and nothing was accomplished. The information from [redacted] was false, all the information I received from each associate I spoke to from July-October was false and that I had basically paid $3600 of my hard earned money for nothing. [redacted] at that point said she was sorry to hear that and if I could no longer pay then they would have to terminate services to me.

Due to the fact that I know nothing about the IRS and everything I was facing which is why I chose a firm that I thought would be honest and represent me to the fullest. Instead I got a firm who allows a tax consultant to offer false information and who employs associates who either are instructed to give false information or tuly have no clue what is actually going on. If [redacted] had been honest with me in the beginnig and explained to me that nothing could be done until my tax balance hit the IRS system and for me to just wait until that time to find representation. I could have made better decisions. Decisions that would not have been based on me thinking my case would be resolved by August and I would not have paid anyone money to do nothing but wait on a tax balance to hit the systemDesired Settlement: Either the firm continue to work on my case using the $3600.00 that has already been paid to them to which nothing was done during that time, without any additional fees. If that is not possible then for them to turn over all information regarding my case and refund me $2500.00 so that I may find someone reliable and honarable to represent me.

Business

Response:

Dear [redacted],

We are writing in response to the above referenced complaint filed on April 17, 2014. A tremendous amount of work has gone into [redacted] case and a detailed summary is provided below.

A substantial amount of work has been completed on [redacted] case upon hiring our services for administrative tax resolution with the IRS on April 2,2013. Upon receipt of her case, we attempted to contact [redacted] to go over the initial case information received and left a voice message requesting a return telephone

call. The Power of Attorney forms were immediately filed with the Internal Revenue Service (IRS) to notify them of our representation. We then contacted

the IRS and were informed that there were no current balances due for Form 1040, Individual Income Tax Return; however, the 2011 tax period was currently under examination by the IRS. We received a return call from [redacted] that day and reviewed the initial case information with her. We scheduled a conference call with her for April 23 ,2013 . She advised us that she had a notice that carried a deadline date of April 10,2013 that she would fax to us the next day.

Upon receipt from [redacted], we reviewed the notice dated March 11, 2013. The IRS was proposing to disallow multiple Schedule C expenses for the 2011 tax period, along with reducing the amount granted for the Child Tax Credit and Earned Income Credit. We discussed the examination report with [redacted] in detail. She claimed children that were living with her as dependents on her 2011 Federal Refurn, which were disallowed due to the fact that they were not related to [redacted], nor did she have custody of them. We also discussed the Schedule C expenses in detail and [redacted] advised us that she would be sending all of her receipts to us for those expenses. We prepared and sent an appeal in response to the [redacted] by the deadline date. We contacted [redacted] for the scheduled conference call on April 23,2013, discussed the information she provided and advised her that we would prepare and send the expense verification in order to argue the proposed balance.

We spoke with IRS Auditor, [redacted], on May 1, 2013 and advised him that we had received documents from [redacted] verifying the Schedule C Expenses and would be organizing them and sending them to him for review. We prepared and sent this information to [redacted] on May 29, 2013. He contacted us that day and advised that he would be reviewing it and issue out a response letter in the near future.

We received a phone call from [redacted] on June 7,2013 and she indicated that she received an IRS notice in the mail. She stated that she would be faxing it to us that following Monday. We received the fax from [redacted] on June 10, 2013 and advised her that we would review the Audit Report from [redacted] and speak with him regarding his changes made. We advised that we would follow up with [redacted] after we spoke with [redacted].

On June 20,2013 we received notification from [redacted] that the State of South Carolina was also auditing her State Return. We discussed with [redacted] that we did not represent her for the State of South Carolina and advised her that we would review adding the State of North Carolina to her contract. She was contacted by our employee, [redacted] regarding this but never returned that phone call.

On June 27, 2013 we prepared and provided a response to [redacted] Audit Examination Report. We received a response on July 15, 2013 from [redacted] that he did not change the assessment, as this information was previously provided by [redacted] and disallowed. We spoke with [redacted] about this on July 18, 2013 in order to as certain whether she had additional proof of expenses.

Throughout the end of July 2013 through September 2013 we spoke with [redacted] to see if she had any additional proof of expenses. We also completed a financial analysis to determine the best possible resolutions on the case. After multiple conversations with [redacted], she stated that she could no longer afford our services. We explained to her that we believed she would be ready for an Offer in Compromise once the balance posted to the account. We also discussed with

her that pursuing audit reconsideration would not be beneficial as she did not have any further proof of expenses to provide. [redacted] understood what needed

to happen and reiterated that she could no longer afford the monthly fee to us. We prepared a request for fee consideration and sent this to our Internal

Committee to review on October I7 ,2013 . In good faith, we placed billing on hold though December 2013 in order to send [redacted] the Offer in Compromise

documents, as well as check the balance for the 2011 tax period. We followed up with [redacted] on October 30,2013 and requested that she send us current

financial information in order to solidify the case plan and she agreed to do so.

We were able to prepare the Offer in Compromise documents on November 11, 2013, after receiving the financial information. We mailed the documents to [redacted] that day and spoke with her regarding the process. On December 11, 2013, we again contacted the IRS but the balance for the 2011 tax account had not been assessed and entered by the IRS. We contacted [redacted] that day and left a voice message requesting a return call. We additionally sent her a letter asking for contact, as she had not returned the Offer in Compromise documents to us as of that date. We received a fax from [redacted] on December 12, 2013. She stated

that she wished to terminate services and threatened filing third party complaints. We called [redacted] to discuss her case that day and had to leave another message. We sent a request to our Client Services Group to contact her regarding this.

Our Client Services Group was able to talk with [redacted] and let the team know that we should continue working her case, as she rescinded her termination on December 20,2013. We again contacted the IRS on December 26,2013 and received a transcript showing that the 2011 balance was still not yet assessed. We mailed a copy of the transcript to [redacted] for her records.

We again contacted the IRS on January 22,2014 and were advised that there was an open Identity Theft Issue. We contacted [redacted] on January 28,2014 and spoke with her in depth about her case. She advised us that there was information regarding a lawsuit and car loan that she neglected to inform us of. We updated the financial statement to reflect this. We advised her of the Identity Theft issue and the increase in the fees for the Offer in Compromise, based on new IRS

rules. We called the IRS Identity Theft Unit and they were able to confirm that the balance had posted to the 2011 tax period. We also verified with them that

the 2012 Federal Return had processed with no liability due. We contacted [redacted] on January 31,2014 and she advised that she would be returning the Offer in Compromise documents to our office in the near future.

We received the Offer in Compromise forms from [redacted] on February 12,2014. We contacted her that day to let her know that she had forgotten to sign the financial statement and sent it back to her for her signature. We received the financial statement, along with the application fee and down payment, and submitted the Offer in Compromise on March 5,2014. We spoke with [redacted] on March 17 , 2014 and she advised that the Offer in Compromise packet had been returned to her. We advised her that the IRS had recently changed a minor rule on Offers but let her know we were able to resubmit this immediately for consideration.

On April 15,2014, our Client Services Group contacted [redacted] to discuss her case and advise her that we would be resuming billing, as it had been on hold since

November of 2013. [redacted] terminated services at that point and we revoked Power of Attorney Forms with the IRS.

We took great measures to work with [redacted] and waived several months of fees in order to appease her situation. We were not required or obligated to do so in any way, but offered these fee waivers in good faith. It is unforlunate now that despite our attempts in this situation [redacted] has chosen to file a Revdex.com complaint and place blame on our office for her tax problem not being resolved. Her statement that she believed her tax problem would be fixed in only four months is

unrealistic. Tax problems do not resolve that quickly with a third party such as the IRS. We did everything correctly to move the case forward and to work to the

resolution of the matter. However, [redacted] chose to terminate our services as we were entering the start of the Offer in Compromise process.

There are still options available to resolve this tax matter and I suggest [redacted] contact us directly to discuss resuming work on her case. If you require any further information, please contact our office. Thank you for your time and assistance with this matter.

Sincerely,

Wall & Associates, Inc.

Chief Operating Officer

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,

I am not satisfied with this resolution. After reviewing the response to my complaint from Wall&Associates I have found some descripences.

The phone calls that were made during the months of July2013-September 2013 were initiated by me. As the deadline became closer from my initial contact with the consultant [redacted] assuring me that this would be resolved no later that August 2013. Throught my contact with the firm and speaking with several different associates I was getting conflicting information and at this point I started getting a sinking feeling that I had in fact hired the wrong firm and given away my money for nothing. I was already in pretty deep by September so I decided to borrow $400 to pay my September payment and an associate informed me that they were preparing my Offer In Compromise to mail to me, look it over make corrections and return it to the firm. I never received those papers and after the October payment I realized I could no longer borrow any more money and continue to pay the firm on top of owing friends for helping me pay the monthly payment. Only after contacting the firm and explaining I could no longer afford their services was I actually informed that nothing could be done until my tax balance posted.

Yes they were very gracious in suspending my monthly payments for the month or November-December 2013. It was in December that I realized that even with the suspension I would not be able to afford my payments to resume in January 2014. I did submit a letter explaining my reasons for needing to terminate services. I spoke with someone in Client Services who listened to my complaints and was very understanding and explained that my payments would be suspended indefinitely.

My issue with Wall &Associates stem from the very first meeting with [redacted]. I am sure the firm wants everyone to believe that it was highly unreasonable and unlikely that my tax problems would be settled by August 2013. There is no way that I could or would make that up. I asked a very specific question based upon my budget and I was given a very direct answer by [redacted], "This should take no longer than August 2013 to be resolved". As I stated previously I was on a budget and I knew just how much I could manage on my own, which is why I asked the question.

I blame no one for my tax problems. I do blame Wall & Associates for not being professional enough to be honest and upfront with me, a client, who knew nothing about the IRS and sought a professional firm to guide me honestly through the process.

I did neglect to inform them about a pending lawsuit, only because it had been approximately 3 years and I had heard nothing from the courts until recently. I did not neglect to inform them of my vehicle payment as I sent all loan information to them in the beginning. They neglected to put it in the Offer in Compromise and I was informing them that it had been left off.

After the IRS sent me the Offer in Compromise back due to an error made by the firm I sent it back to them certified mail on March 18,2014. It was delivered on March 21, 2014 to Wall and Associates. On April 15, 2014 when [redacted] contacted me I informed her I could no longer afford their services. It was [redacted] who informed me that the firm would have to terminate services to me. There was no discussion, no offer to reduce payments, no compromise. That was just her final decision to terminate services.. I faxed a letter to [redacted] on April 16, 2014 asking for proof that the Offer in Compromise had in fact been submitted and I did not receive anything. I mailed letters to the CEO as well as [redacted] explaining my dissatisfaction and I enclosed the letter that had been previously sent to [redacted].

I contacted the IRS on April 29, 2014. I spoke with [redacted], who informed me that no Offer in Compromise was on file for me. That I was going to collections because whoever was representing me did not file a Notice of Delay which would keep me out of collections.

On April 29, 2014 I contacted Wall and Associates and spoke with [redacted] an associate who informed me my Offer in Compromise had not been submitted because I never returned the paper work. I gave her the certified mail number she informed me she would have to check. On April 30, 2014 I called and spoke with a receptionist and informed her that I had infact learned that Wall & Associates received my letter on March 21, 2014. So from the time they received it till the time I received the phone call on April 15, 2014, nothing had been done on my case. Even is they didnt receive it within a week I would think they would have called me to inquire about it. There were two money orders enclosed and nothing had been done.

These are just a few things that I see wrong with this firm. No consistency in the information given, no contact regarding the case unless I contacted them, and no one informed me that the hold up was the IRS balance. I did not learn that information until October 2013.

These are just a few reasons why I can no longer pay a firm to just take my money without receiving any results

Thank you

They did not perform agreed service and actually made my situation worse. Instead of solving my tax issues in a timely manner they kept my case going for two years to collect a monthly payment and never made a settlement made me.