Wall & Associates, Inc.

My experience with Wall & Associates has been very positive. My IRS bill was in excess of $150,000 and Wall & Associates was able to settle for less than 28,000.

During the sales process they were very professional and up front about the cost and amount of time it would take to complete the process.

I feel it only fair to add that I asked for Wall & Associates to advise me on the best way to resolve the liability and I followed their advice. I submitted every piece of information they required as quickly as possible. If you are willing to do the same then I would recommend hiring them. If not, then I wouldn't hire anyone because, unless you are willing to take the advice of professionals, why bother hiring them.

I want to say that Wall & Associates, Inc., were Professional, Empathetic, Awesome and Courteous. Everyone and [redacted] were such a pleasure to work with. Even though we got ourselves in this predicament; not once did Wall & Associates made us feel bad. They helped us through every step of the way to insure we handle our case correctly!!!! We want to thank you so very very much for helping us get our lives back on track.
Sincerely[redacted]

Review: Signed up four years ago with the company to assist me with my tax issues. Charged $8000. to start, said they would get my bill cut in half, and have it done within 6 months, four years later, monthly payments made, no settlement, gonna have to pay the full price. They didn't do what the contract stated. so now I am stuck with paying full price, fees, extra charges when within the past four years could of paid the whole thing off myself.

Their advertising that they can help you and get your bill cut in half was a joke.Desired Settlement: To get at least half of my money back because they didn't follow through. Claimed that they did their part. Cut out their advertisements that they can help people.

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced complaint. Please note that in her complaint, [redacted] refers to our services as "legal services." This is incorrect. We are not a law firm and do not employee attorneys. We offer administrative tax resolution services and very few of our clients ever require legal help for the remedy of their tax matter. Expecting the problem to be over and resolved within 6 months is unrealistic. We work as quickly as possible as we realize the stress IRS matters cause our clients. However, a problem that spans over multiple tax years does not take only 6 months to resolve.

We received the case for administrative tax representation on June 4, 2010. We immediately submitted the Power of Attorney (POA) forms to the Internal Revenue Services (IRS). We also spoke with [redacted] that day. We introduced him to the case team and discussed the tax matters. We requested certain financial documents from [redacted] and a letter was mailed to them that day. On June 18, 2010, financial documents were received and immediate we prepare the IRS Financial Statement for Individuals (Form 433A). We spoke to [redacted] and discussed their current financial situation. We were also informed that [redacted] had received several urgent notices from the IRS and we addressed all of his concerns.

We were informed by [redacted] on both July 9, 2010 and July 29, 2010, of notices the clients had received from the IRS and requested that he forward the notices to us. We spoke to [redacted] on August 2, 2010, and addressed all concerns about the notices received from the IRS. Internal IRS account transcripts were also ordered for each tax year on this date. We attempted to contact the [redacted] on August 8, 2010, but were unable to speak with them; however, a message was left requesting a return call for them. A letter was mailed to them requesting additional financial documents on August 10, 2010. We were able to speak with [redacted] on August 23, 2010, and a follow up call was scheduled for August 24, 2010. We contacted [redacted] at the scheduled time on August 24, 2010, and we were informed that [redacted] was not available for this call. We requested that [redacted] contact us as soon as possible to discuss the form 433A. We also submitted a request for Collection Due Process Hearing to the IRS on this date. We attempted to contact the [redacted] on August 26, 2010, and again on August 30, 2010, to discuss the form 433; however, we were unable to speak with them, but left a message requesting a return call.

We attempted to contact the [redacted] on September 1, 2010 and left a message again. A follow up email requesting a return call was sent to them on this date. A letter was mailed to the [redacted] on September 1, 2010, to review the form 433, and we requested them to contact us to discuss this matter further. A thorough case review was conducted on their tax matters on September 30, 2010. We were able to speak to [redacted] on October 14, 2010, and were informed of an IRS notice they had received. We requested he forward the notices to us and we discussed his tax matters on this date. We contacted the IRS on November 8, 2010, for a time extension to provide them with the requested form 433A. A deadline date of November 9, 2010 was given to provide the financial documents. We attempted to contact the [redacted] on November 8, 2010 ti discuss the form 433A and left a message. We were able to speak to [redacted] on November 15, 2010. She informed us that they received the IRS notice requesting financial documents and she would forward them to us. We discussed the 433A we had previously mailed to her. We were able to speak to [redacted] on December 27, 2010, and informed of an IRS notice, Notice of Determination, they had received and we requested he forward to us. We also attempted to discuss additional financial information we needed and he informed us that he did not want to answer any questions. He also informed us on this date that he would speak with [redacted] and contact us back.

We were unable to continue work on the case from January 11, 2011 until February 24, 2011 due to payment delinquencies. During that timeframe however, we did stay in touch with the clients. We spoke with [redacted] on February 25, 2011 and discussed her tax matter and requested additional financial documents. During the first half of March 2011, we contacted the IRS on several occasions, and learned that there were outstanding balances due at that time for tax years 2006-2008 for fax form 1040 in the amount of approximately $[redacted]. We were informed that there was a temporary hold on collection action at that time. During the latter half of March 2011, after further review, we emailed [redacted] to request additional financial documents and copies of tax returns previously filed with the IRS. During April 2011, we attempted to contact [redacted] on several occasions, but left messages. We also emailed [redacted] for the remaining documents we previously requested. WE were informed by [redacted] in the beginning of May 2011 that wage garnishment notice had been received by her employer. We immediately contacted the IRS to negotiate release of this levy. The IRS requested additional financial documents from ** and [redacted]. During the month of May, 2011, we continued to obtain all the necessary financial documents from [redacted] to aid in the release of the wage garnishment. We were able to speak to the IRS and successfully obtain a wage levy release upon receipt of all requested documents from [redacted].

During the first half of June 2011, we spoke with [redacted] about recent notices she had received from the IRS and our response to those notices. During July 2011, we prepared a request for a Collections Due Process Hearing. We contacted [redacted] to request a copy of Form 1040, Individual Tax Return, but were unable to speak to her; however, we did leave a message for a return call. We received an IRS Notice, Notice of Intent to Levy, from the IRS during August 2011. We were able to speak to [redacted] to discuss the IRS Notice and addressed all her concerns. We also spoke with the IRS about the previously requested Collection Due Process Hearing. In addition, we forwarded a request to the IRS to have the account placed in a Currently Non Collectible status. During September 2011, we updated the Form 433A and attempted to contact [redacted], but had to leave a message. We were able to speak to [redacted] at a later time and discuss the form 433A. We were informed by [redacted] of additional information and discussed the tax matter with her. In the latter half of September 2011, we spoke with the IRS. We were made aware that the tax return for 2006 and 2007 for [redacted] were unfiled and there was an ongoing IRS review for tax year 2009. We were further made aware that there was an outstanding balance for both ** and [redacted] due of approximately $[redacted] and additional outstanding balances for [redacted] of approximately $[redacted]. Internal IRS account transcripts were also ordered for each tax year.

During October 2011, we attempted to contact [redacted], but had to leave a message requesting a return call. We also received and IRS Notice, Collection Due Process Hearing Scheduled, from the IRS. During November 2011, we attempted to contact [redacted], but had to leave a message requesting a return call. We updated the Form 433A with the information [redacted] provided to us and mailed a letter to the [redacted] for review. On December 5, 2011, we prepared for the upcoming Collection Due Process Hearing with the IRS. We contacted the IRS at the scheduled time December 6, 2011, but had to leave a message requesting a return call. We were able to speak to the IRS later that day and additional documents were requested. Another hearing was scheduled for December 20, 2011. However, before the hearing we again had to stop work on the case due to payment delinquencies. Payment arrangements were not made until the end of January 2012 and we resumed work at that time. We received IRS notice, Notice of Determination, from the IRS. We were able to speak to [redacted], discussed the IRS Notice and addressed all her concerns. We also requested additional financial documents from [redacted]. During February 2012, we updated the form 433a from the financial documents received from [redacted]. We spoke to [redacted] to discuss the form 433A and requested additional documents from her. During March 2012, we were informed by [redacted] of additional information and we updated form 433A from the financial documents received from [redacted]. We mailed the 433A to the [redacted] for review. We also mailed a request to the IRS for the [redacted] account be placed in a Currently Non Collectible Status.

We again were forced to stop work on the case for a portion of April 2012 due to payment due to payment issues. We received an IRS notice that our request for Currently Non Collectible status was forwarded for review. During May 2012 and through the beginning of June 2012, we attempted to contact [redacted] on several occasions, but had leave messages requesting a return call. We updated the form 433A during June 2012. We were also able to speak to [redacted] and she informed us of an IRS notice they received which we requested that she forward to us. We also emailed her the form 433A for review. We spoke to [redacted] at the beginning of July 2012 about the case. Shortly thereafter, the case was again placed into non- working status. We were unable to resume work until the end of October 2012. We were unable to speak to [redacted] in December 2012, and requested certain updated financial documents.

During the first half of January 2013, we attempted to contact [redacted], but had to leave a message requesting a return call. We were able to speak with her on a later date and discussed the case. Also that month, we received IRS notice, Notice of Federal Tax Lien Filing, and forwarded a request to the IRS for a Collection Due Process Hearing. During February 2013, we attempted to contact [redacted] to discuss her tax matter and notice we received from the IRS, but we had to leave a message requesting a return call. We were able to speak to [redacted] on March 8, 2013, and we scheduled a conference call for March 13, 2013, and discussed the form 433A. We were also informed by [redacted] of additional changed that needed to be updated on the form. On March 14, 2013, we updated the form 433A with the information provided by [redacted] and forwarded to her for review via email. On March 19, 2013, updated Internal IRS Account Transcripts were obtained from the IRS. We attempted to contact [redacted] on March 25, 2013, to discuss the form 433A she had returned to us, but we had to leave a message. On March 26, 2013, we scheduled another conference call to discuss the case for April 3, 2013. We contacted [redacted] at the scheduled time on April 3, 2013, and discussed her options available for the tax matter. She informed us of additional financial documents she would provide to us.

During May 2013, we provided the requested documents to the IRS for the Collection Due Process Hearing. We also spoke to [redacted] to discuss the form 433A and forwarded it via email to her for further review. In June 2013, we received IRS Notice, Collection Due Process Hearing Scheduled, from the IRS. We were able to speak to [redacted] and request additional financial documents to provide to the IRS. We also mailed her a letter requesting these documents. We contacted the IRS at the scheduled time for the Collection Due Process Hearing. The hearing was rescheduled to a later date. We contacted the IRS at the scheduled time for the Collection Due Process Hearing and we were informed that additional financial documents would need to be provided to them. We attempted to contact [redacted] on several occasion, but had to leave messages requesting return calls. We contacted the IRS and were able to obtain an extension to provide the documents to them. We forwarded a request to [redacted] via email for the previously requested financial documents. During August 2013, we attempted to contact [redacted] on several occasions to discuss her tax matter, but had to leave messages requesting a return call. We also sent a follow up email requesting a return call. During September 2013, we continued to contact [redacted], but had to leave messages to return our call. During October 2013, we continued to contact the IRS and an Installment Agreement was established for repayment of the outstanding balances. We spoke to [redacted] and discussed her tax matter. During November 2013, we obtained updated Internal IRS Account Transcripts from the IRS. A letter was mailed to the IRS requesting abatement of penalties on the [redacted] tax account. From November 2013 through February 2014, we attempted to contact [redacted], but had to leave messages requesting a return call.

Ultimately, we work hard to resolve our clients' tax liabilities and concerns and take customer satisfaction seriously. From the time we received the case until the termination, we worked very hard on behalf of ** and [redacted]. We would like to move forward with the resolution of the case, as there is still work to be completed resolve the tax matters.

We would be glad to discuss the case with the clients and how we can resume work and move forward. They may call our office directly to do so. If you require further information, please feel free to contact us. We thank you for your assistance with this matter.

Sincerely,

Wall & Associates, Inc

Chief Operating Officer

Review: I was having trouble with my 2010 Tax return and finally I contacted Walls & Associates to see if they could help me resolve my issue. I called Walls & Associates and they referred me to [redacted] one of their tax consultants and I met with him in May 2013. After talking with him he assured me that they could help and I asked for a time frame and at that time he told me within three to six months he would have my case closed. However it was a year this May and the issue hasn't been resolved as of this date. I have paid Walls and Associates a little over $6900 and all I owed the IRS was a little over $5000. I received a letter from the IRS to start making monthly payments in August 2014 in which we had summited a Offer And Compromise and to my understanding they accepted the offer and to file those papers cost me a little of over $200. I called Walls Associates today and I asked them about my case and if we could close it out now and he said no , don't sigh the paperwork it's computer generated. I feel like I've been mislead and they are dragging this case on just for more money.Desired Settlement: To refund my money and I can pay the IRS and be done with it.

Business

Response:

Dear [redacted]

We are writing in timely response to the above referenced complaint received on July 25, 2014 ([redacted]). [redacted] sought out and hired our services in May 2013 for administrative tax representation. At that time, there were unfiled tax returns on [redacted]’s account with the IRS. We worked with [redacted]

to advise her of the steps that needed to be taken on the case in order to work towards submission of an Offer in Compromise to the IRS. [redacted] filed the tax returns and we contacted the IRS frequently to check the status of the returns. Once past due returns are filed with the IRS, it does generally take some time for the IRS to fully process the returns into their system.

An issue on one of the tax years did arise at one point, and we worked to resolve that problem as quickly as possible. In April 2014, we did submit an Offer in Compromise to the IRS on this case. On July 22, 2014, [redacted] e-mailed her case team stating that her Offer in Compromise had been accepted per a notice she had received. We contacted [redacted] and requested that she send us a copy of the acceptance letter, as we had not received any notification from the IRS regarding this. We also realized this seemed to be a fairly quick timeframe for an acceptance (only 3 months) from the IRS as Offers do take some time to first be reviewed and examined before acceptance. We received a copy of the letter from [redacted] on July 23, 2014 and reviewed it in detail. The letter forwarded to us by [redacted] was not an Offer in Compromise acceptance letter but a letter regarding an Installment Agreement which had been set-up by the IRS during a Collection Due Process Hearing in January 2014. However, since an Offer in Compromise was now submitted, [redacted] was not required to submit the

payments. [redacted] informed us that she would contact us the following day at 1:30 PM to discuss this letter. We spoke with [redacted] that day after the scheduled time and discussed in detail the letter she received and addressed the concerns raised. [redacted] then requested that a manager call her back the next day. A member of our management team contacted [redacted] as requested multiple times but had to leave voice messages. [redacted]’s case was then submitted to our Client Services Group to further address the concerns [redacted] raised as well as bring resolution to those concerns. [redacted] is continuing to work with that group to resolve her concerns.

Just this week, we were contacted by the IRS and informed that [redacted]’s Offer in Compromise was assigned to an Offer Examiner with the IRS. The Offer Examiner has requested additional information for the review and consideration of the Offer in Compromise which is due by August 11, 2014. We are currently working with [redacted] regarding fee consideration with our office so that we may continue working her case for her. We will be capping the fees [redacted] has paid to our office so that she is not required to make any further payments for her case. We are offering this in good faith to resolve this matter with [redacted].

Our Client Services Group will be speaking with [redacted] about this during their next phone conference. We hope this helps to resolve [redacted]’s

concerns. 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,

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards,

[redacted] Two years ago, I meet with [redacted] one of the tax consultants with Wall & Associates who know calls themselves Tax Consultants. I meet with him in the Charlotte, NC office and he made me promises of helping me to solve my tax problems within six months. Keith was very detailed in speaking with me as much as to talk about another case that he was handling with a client who owed the IRS over $90,000 and he was able to get their case resolved for a little over $12,000. That particular customer owned a sonic drive thru restaurant. I’m saying all of that to say this; I remember the conversation in detail. He lied to me and if Walls and Associates check this information then they will see that it had to come from him. When I sat down and had the conversation with Keith, we owed he IRS a little over $5000.00. We paid Walls and Associates well over $5000.00 the same amount we could have paid to the IRS and been done. But we ended up paying the IRS plus interest plus Walls & Associates without any relief. I have never in my life been so dissatisfied or lead astray by a company. Several times I went to upper management with my concerns with the company, the last person I spoke with was Jennifer Reid and she said to me it’s a chance you take when working with third parties. We have paid Wall & Associates well over $5000.00 but to know avail. Finally, we had to hire another tax professional to work everything out for us. It’s only fair that they return the money we paid because they never satisfied, nor gave a service. During the time that they where suppose to be working on our case and keeping the IRS from garnishing our pay checks, all of this took place. We started paying Walls & Associates in May 24, 2013 with a down payment of $1800 06/07/13 $200.00 07/02/13 $350.00 08/06/13 $350.00 09/09/13 $350.00 10/14/13 $350.00 11/29/13 $350.00 and so on and on. I'm just not satisfied and I disagree with a lot of what was said in the email. I kept my end of the deal and we paid a lot of money out of pocket. This company is a scam and something really needs to be done about it. I meet with Keith and as stated, he made statements that he couldn't keep. We had our checks garnished , we've had leans placed on our property with no avail from Wall & Associates/ Tax Consultants. They would call me during working hours and I can't get off my job to handle business on the clock. I asked for them to email me because I wanted a paper trail, I have all my emails as well that I can send when you if needed. I contacted SC IRS department because of the garnishment and I told the auditor that Walls & Associates was handling our cases she said to me, I don't know who that is. However to make a long story short, we set up arrangements with the IRS and I haven't had any problems with them since. I trusted Walls & Associates to handle this for me but to know avail. I was told that once we signed with them, the IRS would no longer contact us, that they would handle everything. Well that was a lie as well, they continued to contact us and when they did we always had to fax the necessary paperwork because whenever I would call with knew information, it was always no, I haven't received it, please send me the paper ASAP.

Business

Response:

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

additional comments received for the above referenced complaint on May 11,

2015(copy [redacted]). Firstly, we would like to thank the Revdex.com office for

coupling this most recent complaint as an extension of Mrs. [redacted]’s prior

complaint last year. We appreciate your willingness to approve our request

regarding that matter. We are sorry to hear our previous response did not

resolve Mrs. [redacted]’s concerns. We had hoped that previously providing the

details of the work completed on her case and the offer to continue working

until her liability is resolved at no additional cost to her, would resolve

those concerns. We would like to address the concerns Ms. [redacted] specifically

stated. Many of those concerns we will acknowledge have come about most likely

due to miscommunications or misunderstandings and for that we can only

apologize, work to rectify those, and take steps to avoid them in the future. When

Mrs. [redacted] met with our consultant in Charlotte, North Carolina, she was

provided with examples of cases that we had resolved for clients (of course

with the client names redacted for privacy purposes). She may have also been

provided with an average time frame to resolve the case. However, that was

several years ago, and as the Revdex.com knows, we have since ceased providing any

average timeframes on cases to potential clients due to the issues it can lead

to. We apologize that Mrs. [redacted] felt that a six month period for her case was

promised to her. We have though always made sure that our staff does not

provide a guarantee of specific results or time ona case for client though. Our

agreement that clients sign reiterate that we are unable to provide a guarantee

of specific outcomes on a case. Mrs. [redacted] also stated that she understood from

our office that once we were hired, “The IRS would no longer contact us”. This

is partially correct and deserves clarification. Any taxpayer who hires any tax

representative should still receive normal IRS notices in the mail as usual.

The tax representative (if Power of Attorneys are correctly filed) should

receive copies as well. This is one form of IRS communication to a client that

we cannot stop though we do wish we were able to. IRS notices are alarming and

stressful for taxpayers. Once Power of Attorney forms are filed (as in Mrs.

[redacted]’s case) the IRS should be unable to personally visit, or phone the

client. We do always make a point to tell clients though, that if this contact

does happen they should notify our office immediately so that we can stop it.

Mrs. [redacted] has requested a refund of monies paid to our office. Previously, as

we have already reported, we did cap her fees for the remainder of the case.

Upper management in our firm has reviewed Mrs. [redacted]’s complaint and reviewed

her case thoroughly. It is not our intention for clients to pay our office more

in fees as compared to what they owe to the IRS unless there are some

extenuating circumstances. Therefore, in a good faith effort for the client,

and to resolve this matter with the Revdex.com, we are willing to offer a partial

refund of $2,000 to Mr. & Mrs. [redacted]. We make this offer not as an

admission of liability to the client, but only to resolve any complaint or

misunderstanding. We will be able to start the refund process quickly if Mrs.

[redacted] is agreeable to this refund. If you require any further information,

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

matter.

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards,

I'm dissatisfied with the offer because it's and momentarily fix. My husband and I have spent alot of money trying to get our case resolved with the IRS, we currently have made arrangements with the IRS because they were garnishing our wages as well as putting liens on our property. Walls and Associates/Tax Consultants haven't been able to help us as offered. Again, the money we paid them we could have settled with the IRS by now. This has been a long drawn out process with no avail from Walls/ Tax Consultants. This company is a ripe off. I'm outdone with the company from a business perspective. [redacted]

Business

Response:

Dear Mrs. [redacted],We are writing in timely response to the additional comments received for the abovereferenced complaint on May 22, 2015(copy [redacted]). We would like to thank the Revdex.com officefor their continued efforts and assistance with working to resolve Ms. [redacted]’s concerns.We are sorry to hear our most recent response did not resolve Mrs. [redacted]’s concerns. Werespectfully disagree that a refund is only a quick fix in this case. We were only attempting toresolve the client’s concerns and offer a fair refund to her in this matter. We are still willing tofinish and complete Mrs. [redacted]’s case for no further charges. This work would include verifyingthe proper returns were posted on the IRS account, paying any remaining balances to both states,securing tax lien releases from all agencies, requesting penalty abatement (which could possiblyresult in refunds to the client) from all agencies, and credit clean up services with the three majorcredit bureaus. We would be glad to help Mrs. [redacted] with those services to tie up the remainingloose ends on the case if she so wishes. Per the most recent comments received form Mrs. [redacted],it seems that these matters need to be looked into.It is unclear from Ms. [redacted]’s most recent statements on how she would prefer for ouroffice to resolve her complaint. Our prior statement of a refund to her is still a valid option if shewould like to accept it. We are also open to using the Revdex.com Arbitration process to resolve thisdispute if Ms. [redacted] would like to as well.

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards,

I don't understand, Walls and Associates has not offered me a refund of any money paid to the firm. If they refunded the money that my husband and I paid to the firm, then I would be well satisfied because services where never rendered. Again, they are giving us the run around to see how long they can actually hold out. What I said in the previous letter was accepting the offer at hand was only a momentarily fix but they never offered us any money back. They offered to continue to gandle our case free of charge, while the IRS garnishes snd puts liens on everything.We are currently working with the IRS on our on behalf in which we should have done from the beginning.

Business

Response:

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

additional comments received for the above referenced complaint on June 4, 2015

(copy [redacted]). We would like to thank the Revdex.com office for their continued

efforts and assistance with working to resolve Ms. [redacted]’s concerns. We are

sorry to hear our most recent response did not resolve Mrs. [redacted]’s concerns.

Mrs. [redacted]’s previous response did not clearly indicate how she would prefer

our office to resolve her complaint; therefore, we offered to complete Mrs.

[redacted]’s case with no additional charges as an attempt to resolve her complaint.

We were only attempting to resolve the client’s concerns and offer a fair

resolution to her in this matter. It is our understanding that Ms. [redacted] would

like a full refund of the fees paid to our company for the services we

rendered. Previously, we offered a $2,000 Mrs. [redacted] in the interest of

rectifying the complaint and moving on. We have offered this refund not due to

an admission of liability to Ms. [redacted] as we worked the case appropriately. To

continue efforts to resolve this matter we will offer to refund $2,750. We will

be able to move forward with this process as soon as Ms. [redacted] decides to accept

the refund and notifies our office. We make this offer not as an admission of

liability to the client, but only to resolve any complaint or misunderstanding.

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

for your time and assistance with this matter.

Consumer

Response:

I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below. Below is the amount of money I've paid to Walls & Associates thus far and accepting the $2750.00 is not enough.

May 24, 2013 with a down payment of $1800

06/07/13 $200.00

07/02/13 $350.00

08/06/13 $350.00

09/09/13 $350.00

10/14/13 $350.00

11/29/13 $350.00

12/10/13 $350.00

02/3/14 $250.00

02/06/14 $100.00

04/22/14 $350.00

06/10/14 $350.00 for a total of $5150.00, all of these

transactions where debited from my account. The ones not listed I’m looking for

because they where mailed in.

Regards,

Consumer

Response:

The customer has set a payment plan up with the IRS directly, this work was not done by Walls and Associates. She requests a full refund.

Business

Response:

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

additional comments received for the above referenced complaint on June 26,

2015 (copy [redacted]). We again would like to thank the Revdex.com office for their

continued efforts and assistance with working to resolve Ms. [redacted]’s concerns.

Please know that we would like nothing more than to resolve Ms. [redacted]’s

concerns. Ms. [redacted] recently contacted our office and left a message. We

returned her call and left a message but we were not able to connect with her

to finalize this issue. It is our continued understanding that Ms. [redacted] would

like a full refund of the fees paid to our company for the services we

rendered. Previously, we offered first a $2,000 refund and thereafter a $2,750

to Mrs. [redacted] in the interest of rectifying the complaint and moving on. We have

offered these refunds not due to an admission of liability to Ms. [redacted] as we

worked the case appropriately. To continue efforts to resolve this matter we

will now offer to refund $3,000 which is more than 50% of the funds she paid to

our office for the services rendered. We will be able to move forward with this

process as soon as Ms. [redacted] decides to accept the refund and notifies our

office. We make this offer not as an admission of liability to the client, but

only to resolve any complaint or misunderstanding. If Ms. [redacted] does not accept

our refund offer and the Revdex.com has suggestions for how we can resolve this with

the client 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.

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards,

Dear Mrs. [redacted],

First

and foremost I only contacted Walls and Associates and asked them to stop contacting

me. I’ve not once contacted them since I contacted Revdex.com for the second time for

anything other than that. I did this because I was tired of receiving calls and

letters from a Ms. [redacted]. I paid

Walls & Associates for a service that was guaranteed that was never rendered

and I still owe the IRS more than $4500.00. I paid this company a lot of money

and I want it back and the only way I will settle is for the $4800.00, other than that I won’t

settle.

Business

Response:

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

additional comments received for the above referenced complaint on July 8, 2015

(copy [redacted]). We again would like to thank the Revdex.com office for their continued

efforts and assistance with working to resolve Ms. [redacted]’s concerns. Please

know that we would like nothing more than to resolve Ms. [redacted]’s concerns. We

do wish to take further action in this case so that we can amicably resolve

this matter with the client. We are sorry to hear that our most recent response

to Ms. [redacted]’s complaint did not resolve her concerns. While it is our

continued understanding that Ms. [redacted] would like a full refund we have

previously offered refunds to her in hopes rectifying the complaint and moving

on. We have offered these refunds not due to an admission of liability to Ms.

[redacted] as we worked the case appropriately. To continue efforts to resolve this

matter we will now offer to refund $3,850 which is more than 70% of the funds

she paid to our office for the services rendered. We will be able to move

forward with this process as soon as Ms. [redacted] decides to accept the refund and

notifies our office. We make this offer not as an admission of liability to the

client, but only to resolve any complaint or misunderstanding. If Ms. [redacted]

does not accept this refund offer we would like to request the assistance of

your Dispute Resolution Center for mediation and/or arbitration, or any other

remedy that can help in this matter. We take complaints from clients seriously

and we work hard to resolve each of them. Whatever we can do in this case to

resolve the matter is in our best interest as well as Ms. [redacted]’s. If you

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

continued time and assistance with this matter.

Consumer

Response:

[redacted], I have dealt with Walls and Associates for a long time now and I'm just ready for this all to be over. I will settle for the $3850, I don't won't to go into Abritration. [redacted]

Made initial contact Feb. 2012, $7500 down! $400 per month until tax issue resolved!
Actually paid more to Wall and Associates than to the agreed balance to the [redacted] and State for delinquent taxes. This issue could have easily been resolved within one-two years. Took almost one year just to gather financial information, kept having to resend same information over and over due to changes in the staff handling case. The first year was a total loss due to this incompetency, yet Wall received $4800 in monthly payments plus the down payment for a total of $12300.
Over half way into the 2nd year we finally were working with a team that had more on the ball and we were getting somewhere. The [redacted] Office in Cincinnati then became the stumbling block (this [redacted] Office was on the National news for their questionable proceedures). The first of 2013 this team changed and we were dealing with an all new Team, the good news was the previous team finally sent the required financial information the [redacted] required and the State had made direct contact with us to set up a payment plan. In order to simplify the financials a divorce and separate living arrangements had to occur. The Team working the case mid 2013 appeared to be working hard to resolve the situation. Finally, by Dec. 2014, got the [redacted] & State to agreed to a set payback amount. Also reached agreement with Wall Assoc. to one-half of the Dec 2014 monthly payment and no further payments to be made as we were just waiting for [redacted] final letter. Total paid to Wall from Feb 2012- Dec 2014 $21700.00. Cudos the the 2014 Team, lead by [redacted]. It's a shame we couldn't have had [redacted] in charge in the beginning, it would have been less stressful for all involved.

Review: They told they could help me 100% the only thing that I need to give them is. 10,000 cash up front and 500.00$ a month. Which end up in more than 13,000 thousand. The bad part is that I trusted these liars and came up with the money when I didn't had it I still GAVE IT TO THEM 10,000$Desired Settlement: They should be responsabel for every act, even thoe they didn't do anything and kept charging my credit card give me back the money they took from me...

Business

Response:

Dear [redacted]

We are writing in timely response

to the above referenced complaint received on

September 17, 2014 (copy

[redacted]). Wall & Associates, Inc. provides administrative

tax representation before the

taxing authorities, as we did in [redacted]’s case. We

realize that tax problems are

stressful and frightening for any taxpayer and we work hard

to help our clients through these

matters. We also realize once a client hires our office

they want a resolution right

away. We work as quickly as possible to resolve tax matters,

but working with a party such as

the IRS, and working with tax matters that cover a span

of several years in the past can

mean resolutions take time.

A substantial amount of work has

been completed on [redacted]’s case upon hiring

our services for administrative

tax resolution for the IRS on July 1, 2013. Upon receipt of

the case we attempted to contact

him to go over the initial case information received and

left a message for a return call.

The Power of Attorney forms were then immediately filed

with the IRS to notify them of

our representation.

We were finally able to speak with

[redacted] on July 7, 2013, at which time we

introduced the team that would be

working with him, discussed the case, and scheduled a

follow up call with him to occur

on July 18, 2014. The case team then contacted the IRS

Automated Collection System and

was informed that Form 1040 tax returns for 2010 and

2011 were unfiled and that there

was a balance of approximately $57,770 for 2007 and

2009 tax years. The team also

requested copies of IRS Accounts Transcripts and Wage

& Income Transcripts for the

years in question to verify the information provided by the

representative.

We again spoke with [redacted] on

July 15, 2013 and during this call, we

discussed the various IRS notices

[redacted] received in the mail. We then worked to

prepare IRS Form 433-A,

Collection Information Statement for Wage Earners and Self-

Employed Individuals, based on

all of the information we had received up to that date

from [redacted]. On July 18, 2013,

we called [redacted] for the scheduled conference

call. Unfortunately, we were not

able to speak with him and a message was left

requesting a returned call. On

July 25, 2013, the team filed Power of Attorney forms

with the State of California to

notify them of our representation.

We attempted to contact [redacted]

again on August 5, 2013 but had to leave a

message. We again called him on

August 12, 2013 and we were able to speak with him

regarding his case. We spoke with

him about his filing requirements and Federal Tax

Deposits. During this call, we

also instructed [redacted] as to preparation of a Profit and

Loss statement for his business.

The team also verbally finalized [redacted]’s personal

and business financial statements

during the call. An E-mail message was then sent to

[redacted] later that day to remind

him that we still had not received copies of his bank

statements or the Profit and Loss

statement.

On August 15, 2013, the team

spoke to [redacted] to address a message he left

with questions and concerns

regarding his case and we were advised by [redacted] that

the issue had been resolved. He

had called to refer a friend to our office.

As we had not received the

documentation we had requested from [redacted], we

contacted him on September 27,

2013 to follow up. We left a voice message for him

requesting a return phone call.

We again attempted to follow up with [redacted] on

October 11, 2013, but had to

leave another voicemail message. We again attempted to

contact [redacted] on November 26,

2014, but were again unable to speak with him

directly. The next day we sent [redacted] a letter that informed him of our attempts to

contact him and requested a call

back as soon as possible. The case team then mailed [redacted] a letter on

December 20, 2013 requesting a copy of his 2013 tax return once it

was filed in early 2014.

We again contacted [redacted] via

telephone on January 17, 2014, as we still had

not received the requested

documents from him. We were not able to speak with him and

left a voice message that

requested a call back. We also sent [redacted] an update letter

on January 20, 2014.

On February 18, 2014, our office

received a Notice of Federal Tax Lien from the

[redacted]. We

contacted [redacted] via telephone to advise him of the

actions we are planning to take

in a response to this notice, but were unable to speak with

him and left a voice message. The

team then performed another review of the case and

sent [redacted] a letter with the

list of documentation needed. We contacted the client

again on February 25, 2014, and

left another voice message.

On February 26, 2014, we were

finally able to speak with [redacted]. He

advised us that he had received a

levy from the [redacted]. We reassured

[redacted] that we would work with

the state on reaching a collection alternative

and requested a fax number for

his bank’s legal department. The team also advised [redacted] of the various

financial documents we had not yet received from him. The team

then immediately contacted the [redacted] and were advised that total balance

due as of February 26, 2014was

approximately $34,327 and that tax years 2005, 2006,

2007, 2009 and 2011 were unfiled.

We were also informed that the taxpayer needed to

provide copies of his most recent

bank and income statements. The case team then

contacted [redacted] and advised

him of this request. For the next few days, our office

maintained communication with [redacted] and the [redacted] regarding this

matter and provided documentation

to them in an effort to release the levy. Upon receipt

of the required documentation,

the state sent the request for levy release for review and

approval.

On March 4, 2014, the team again

spoke with [redacted] and we discussed the

status of the levy release. We

reassured the client that we had provided the state with the

requested documentation and the

matter was under review. Our office continued to

follow up with the [redacted]regarding

the levy. On March 7, 2014, we sent

another request for the release

of the levied funds via facsimile to the state.

On March 6, 2014, our office

filed for an IRS Collection Due Process Hearing

Request in response to Notice of

Federal Tax Lien dated January 28, 2014. The team

also sent [redacted] a letter

listing his filing requirements and the various options he had

regarding filing the returns.

Also that day, we were notified that due to payment issues,

we had to stop all work on [redacted]’s case. However, in a good faith effort we did

continue to check in with the [redacted]regarding the levy despite the payment

issues with the client.

On March 10, 2014, our office

again contacted the [redacted]and

spoke with multiple agents via

telephone. The representative notified us that [redacted]

had contacted the state on March

6, 2014, and provided them with an updated detailed

financial statement. Our office

was able to negotiate a full release of the levied funds, but

only under the condition that the

client provided additional financial documentation and

signed Forms 3561 and 3567. We

then contacted Trudy, the [redacted]agent

whom [redacted] had spoken with,

and requested additional information about what was

agreed upon during her call with [redacted].

The next day we received a call

back from Trudy and the team further discussed

the actions taken on this

account. Trudy advised us that she requested that [redacted]

provide her with the names,

Social Security Numbers and amounts of payroll owed for all

current employees; however, this

information was not provided to her. We informed

Trudy that we would attempt to

work with the client on gathering this documentation,

and she gave us a deadline of

April 8, 2014 to provide these items to her.

On March 18, 2014, the team

contacted [redacted] to further discuss the items

requested by the state and the

payment discrepancy on the account. Unfortunately, we

were not able to speak with [redacted], and had to leave a voice message. After we had

attempted to contact [redacted] on

several occasions via telephone with no response, the

team mailed [redacted] a letter

requesting immediate contact.

We had no further contact from [redacted] until April 22, 2014. He contacted

our office to inform us that levies

had again been placed against him. We informed [redacted] that we had stopped work

on the case due to the payment issues. [redacted]

advised the team that he was not

aware of this, has and that he had not received any of

our letters or calls. [redacted] did

verify that the contact information we had on file was

correct. [redacted] then advised us

that he no longer wished to pay the monthly fees

that he previously agreed to in

the original contact; however, he requested further work to

be performed on the case. We then

sent his case to our Client Services Group to further

address his concerns. Calls were

made to [redacted] from that office but he did not

return any messages. Two letters

were sent from that office to [redacted] but he did not

respond. Therefore, all attempts

to contact him were stopped after early May 2014.

Ultimately, we put forth great

effort on [redacted]’s behalf, and would like

nothing more than to resolve the

ongoing concerns that he has expressed in the

complaint. We are also open to

discuss the options for fee consideration with him so that

we can continue work on this

matter. As we mentioned we attempted to handle his

concerns internally through our

Client Services Group, however, [redacted] did not

respond to their contacts. There

are many options available to resolve the outstanding

balances due the IRS and [redacted]

and we request that [redacted] contact our office

directly to resolve any

miscommunication or misunderstanding that has taken place and

to discuss the plan for moving

forward with her case. If any additional information is

required, please contact our

office directly.

[redacted] refers to our office

charging his credit card. This is correct and we

did so simply because he

authorized it. Our clients are not required to pay by credit card,

or any specific means. It is

their preference and choice as to which method they use to

pay their fees. Credit cards are

only used if the client authorizes it and signs our form

authorizing it.

[redacted] came to us with a severe

tax problem that required professional help.

We worked as hard as possible on

the case. But, communication from the clients is

required in order for us to work

and achieve the best possible results on a case. We

would be glad to work with [redacted] again on his tax case and if there are other means

of contacting him that are more

preferable, we are certainly glad to adjust our methods of

contact. For example, if

regularly scheduled calls are more conducive for his schedule

we can set those up in advance.

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.]

I have copy of the contract we sign. Copy of the 2 $5,000 money orders. Copy of the payments they took from my acoount while no work was being done. I have Copy of the levys of the irs, and the $12,000 the irs TOOK from my account while supposedly wall and associates were working on my case. I spoke with trudy she told me that my attorney has not contacted her.After the irs took the 12,000 from my account and froze all my accounts I had no money at all I was under water and wall and associates contact me for another payment while a lien was place on me and a levy, they wanted more money or no work was goin to be done. Well no work is what happend since the begening. $14,000 =wall and associates , irs= $12,000 = $26000 total wow what do you think about that, and I have proof of all this documents. I spoke with the irs my self I confronted them and I end up resolving the matter my self. I have c

Regards,

Business

Response:

Dear [redacted]

We are writing in timely response

to the additional comments received on the

above referenced complaint

received on October 1, 2014 (copy [redacted]). We want to

work in any way possible to

resolve this complaint by [redacted]. We would like to

clarify a few things in his

recent comments however, because we are not fully

understanding his claims, or do

not have full information needed to resolve the matter. In

order to resolve this complaint

properly, we want to be sure we understand his stance

completely so that we can work

together.

[redacted] stated the following: “I

spoke with [redacted] she told me that my

attorney has not contacted her.”

We are unsure of the date of [redacted]’s phone call

with [redacted] , the representative

at the [redacted]. As our prior

response to the Revdex.com dated

September 23, 2014 shows, we spoke with [redacted] multiple

times regarding this levy and the

documents that she wanted in order to consider release

of the levy. Also, it appears

that [redacted] is referring to our office staff as his

attorney. Please note that at no

time was an attorney working on [redacted]’s case from

our office. We are not a law firm

and do not provide legal services. It is common for

taxpayers to believe that lawyers

are required to help with IRS problems and resolve

them. However, this is not true

for the majority of tax problems. We work with the IRS

on an administrative level and

resolve most cases in that fashion. [redacted] was never

told by our staff that an

attorney was working his case, and the agreement he signed with

our office stated that it was not

a contract for legal services. Furthermore, the Power of

Attorney forms [redacted] signed

when hiring our office listed only non-lawyer tax

representatives.

[redacted] stated that our office

wanted more money or no work would be done.

Despite the fact that [redacted]

had not made his payments to our office as he had

agreed to, we did continue to

work on his behalf, making multiple calls regarding the

levy to the [redacted]. This was all in a good faith effort to assist

[redacted] and hoping that he would

eventually pay the balance due on his account to

our office.

Our response on September 23,

2014 also lists all of the phone call attempts we

made in an effort to try and

speak with [redacted] about his account. We understand as

a business owner, time is

precious and sometimes difficult to manage. However, it is

very difficult for our office to

work and obtain the best results possible on a case if we are

unable to reach the client and

speak with them somewhat regularly.

[redacted] states that he has

resolved the tax matter himself. We would like to

have more information on how he

resolved his tax matter so that we can then decide what

type of remedy to him is

appropriate. If he has confirmation from the IRS and/or

[redacted]in writing

regarding resolutions, we respectfully request

that we be able to review those.

After that statement, it appears his comments have been

cut off and the last words before

his signature are “I have c”. If there are further

comments we need to review, we

would very much like to do so to ensure that our

response is fully comprehensive.

Our desire is never to argue with

a client or discount their dissatisfaction if it

exists. We do though believe in

this case that [redacted] may not be giving us a fair

review considering the

communication issue on the case.

We plan to resolve this matter

with [redacted] to the best of our ability. But we

would like to be able to review

the documents we have requested above and any further

statements that [redacted] had

made.

If you require any further

information, please contact our office. Thank you for

your time and assistance with this matter.

Consumer

Response:

I was a client of youre office wall and associates, and iam not satisfied with youre work, this is not acceptable..

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 don't whant to work with wall and associates and I don't whant to give them another penny. Give me a good solution other than youre work that I can work with, not forgetting that I paid you more than 13,000 and NO SOLUTION WAS BROUGHT BACK TO ME..

Business

Response:

Dear [redacted]

We are writing in timely response

to the additional comments received on the

above referenced complaint

received on October 23, 2014 (copy [redacted]). We want to

work in any way possible to

resolve this complaint by [redacted]. We are sorry to hear

that our previous response did

not resolve [redacted] complaint.

In our response dated September

23, 2014 (copy [redacted]), we did request further

details on how [redacted] has resolved

his tax problem, as well as the remaining

portions of his comments

submitted to the Revdex.com on October 1, 2014. Please note we did

not receive that information.

In a good faith effort, we are

willing to cap the fees [redacted] has paid to our

office, but continue to work his

case. We are offering this plan as a way to resolve [redacted]concerns and

further demonstrate our intentions to do so. We would like to speak

with [redacted] directly regarding

this offer, whether he is open to it or not, so that we

can resolve the matter either

way. He can reach our office during normal business hours.

If you require any further

information, please contact our office. Thank you for

your time and assistance with this matter.

When I realized last year that I could not pay what the IRS required, I panicked and went with the first (local) company I could find that said they handled tax disputes. I paid them thousands of dollars up front (I should have backed out then), and agreed to pay them $400 monthly to handle the dispute for me.

In almost a years time, it cost me $13,000 for them to submit 1 offer to the IRS that I deemed much too low, but was told "....thats what we start with...".

To make a long story short, I fired them, and in two ten minute calls to the IRS, achieved what they could not in almost a years' time.

The best decision I made was to contact Wall & Associates. I immediately felt like I could breathe again after contracting their services because I had a team working on my case. They were able to remove the lien, they reversed a garnishment on my wages, and settle my federal and state debt and remove penalties and interest. I always felt they cared about my situation.

We feel very blessed and grateful for having Wall & Associates on our team for the last two and half years. Together, we showed that team work, shear determination and patience, still win's out, every time. For the truly unbelievable and unthinkable outcome we experienced, my wife and I, will be forever indebted to the "Lithium Team" at Wall & Associates. We truly want to thank every member of this team, for hanging in there with us, when things seemed all but over and hopeless for us. From day one, everyone at Wall & Associates treated us with a very high level of professionalism and respect, which we really needed and appreciated at the time we started on this fantastic journey to freedom.
We feel Wall & Associates was instrumental in keeping the IRS at bay, while we constructed a positive and achievable way forward. Thanks again Wall & Associates, for helping my wife and I, reclaim the rest our lives back!

Review: I hired Wall and Associates to fix a tax problem with the State of DE. They said that they could fix my problem. I provided them a 2000 down payment and 400 a month. They intentionally stretched out the time so that I would have to pay even more money. In total I paid 5000 and did not fix the problem. Now before Wall and Associates says that I didn't return the 433, or the Power of Attorney or any other documents its a lie. When I met with the representative we filled out all these forms. It took Wall and Associates four months until they talked to the State of DE. Next I am aware of the Contract and that it forbids a lawsuit filed in the State Of DE. However I never signed the contract. and therefore if we are unable to come to a settlement I plan on using all my legal remedies up to filing a complaint with the IRSDesired Settlement: I would like to get a refund of 5000.

Please respond to my email- [email protected]

Business

Response:

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

above referenced complaint received on August 24, 2015 (copy [redacted]). Mr.

[redacted] sought out and hired our services in June 2014 for administrative tax

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

by our office on Mr. [redacted]’s behalf to resolve his liability. 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

Delaware Department of Revenue on June 10, 2014. The case team phoned him that

day and discussed initial information regarding his tax matter. A follow up

phone call was scheduled for June 24, 2014 and a letter was sent to Mr.

[redacted] that day requesting certain financial documentation to evaluate his

current financial situation and begin planning for potential resolution

options. That same day, we filed Power of Attorney forms with both the Internal

Revenue Service (IRS) and State of Delaware. We then called the Internal

Revenue Service (IRS) and spoke with Ms. Leftawich who stated that Mr. [redacted]

did not have any balances at that time and we ordered transcripts to verify such.

We also called the Delaware Department of Revenue and were informed that Mr.

[redacted]’s case had been assigned to a Revenue Officer, Mr. [redacted], and we

immediately contacted him but had to leave a message requesting that he call us

back. On June 13, 2014, we had not heard back from the Delaware Revenue Officer

and we called him again to touch base and to make sure he had a copy of our

Power of Attorney but had to leave a message. Mr. [redacted] called back later that

day and provided his fax number so we could send him a direct copy of your

Power of Attorney. On June 16, 2014, we again followed up with Delaware for a

compliance check to find out what balances were on the account and what the

balances were stemming from. We were informed that balances were due to

assessments done by the state for tax years 1982, 1984, 1985, 1986, and 1987 as

Mr. [redacted] had not filed the tax returns originally. On June 24, 2014, we

held the previously scheduled conference call with Mr. [redacted] where we

discussed the balances owed to the State of Delaware and went over his current

financial situation. At that point, we had not received any of the requested

financial documentation previously requested from Mr. [redacted] and requested

that he send that to us so we could complete his collection information

statement, Form 433-A, to accurately evaluate his current financial situation

and the best way to resolve his case. On July 10, 2014, we still had not

received Mr. [redacted]’s financial documentation; therefore, we called to follow

up on this with him but had to leave a message. We also mailed Mr. [redacted] a

letter requesting the financial information again. On July 14, 2014, we spoke

with Mr. [redacted] and he informed us that he was still working on gathering the

requested documentation. We provided him with our fax number to submit the

documentation to us.. On July 31, 2014, we called to provide Mr. [redacted] with

a detailed case update but had to leave a message. On August 14, 2014, we

received a notice that the IRS needed us to resubmit his Power of Attorney

forms for processing and these were immediately faxed. Upon receipt of the

financial documentation from Mr. [redacted] on August 19, 2014, it came to our

attention that we were unable to read his paystub so we called to request a

more clear copy but had to leave a message. As of August 26, 2014, we had not

heard back from Mr. [redacted] so we mailed him a letter requesting the legible

paystub. On September 4, 2014, we called to let Mr. [redacted] know that we

received the paystubs and were going to finalize the financial form, Form

433-A, and mail it to him for review and signature. We received a phone message

from Mr. [redacted] on September 22, 2014, we returned his call but had to leave

a message. On September 23, 2014, we updated his financial form 433-A, with the

information Mr. [redacted] had provided and we called to discuss the details and

planning for an IRS resolution. We informed him that we were mailing the

financial statement to him and requested that he call us once he had a chance

to review the information. On October 1, 2014, we returned a call to Mr.

[redacted], he expressed a concern that he had already filled out the financial

form during his initial meeting with our consultant and had tried to follow up

with him in regards to this. We explained how the information requested is

similar, but were in fact different forms and the form we had been working on

with him, Form 433-A, required verification of income and expenses to be

completed. Mr. [redacted] agreed to sign and date the requested form and mail

back to our office so that we could move forward with his case. We received

this on October 7, 2014. On October 10, 2014 we spoke to Mr. [redacted] in

regards to an update on his case. We discussed his monthly income and expense

further and other details regarding the financial form. We returned a call to

Mr. Trovinger on October 15, 2014 and we discussed his case plan and that our

next step was to finalize the financial form for the State of Delaware in hopes

of reaching an agreement with them. Mr. [redacted] expressed concerns that he was

told his case would only take a few months and that his case had gone beyond

that point. We discussed his case in detail and notified him of the plan to

resolve his liability. Mr. [redacted] additionally stated that Mr. [redacted], the

Delaware Revenue Officer, had tried to reach him directly via phone. We let him

know that we would contact him. were currently working to finalize the

financial statement for the State of Delaware which showed Mr. [redacted] was not

in a position to pay back the assessed debt. We spoke to Mr. [redacted] on

November 24, 2014, and he informed us that he had consulted a lawyer and that

he now refused to pay our fees any further. A member of our management team

spoke with Mr. [redacted] regarding his case and the plan established to work

towards resolving his liability. We discussed that we were not sure if the

assessment from the State was valid and that we wanted to make sure that the

State had not exceeded their collections statute before we submitted any type

of settlement in hopes to save him the maximum amount of money possible. He

agreed and explained that he had owed back child support in 2005, paid it, and

was told by the State of Delaware that he did not owe anything else at the

time. To ensure that all of his concerns had been addressed, we transferred the

call to our Client Services Group to resolve the concerns further.

Additionally, we scheduled biweekly phone calls with Mr. [redacted] starting in

December 2014 to ensure Mr. [redacted] was receiving the communication he desired

from our office. Our Client Services Group agreed to waive Mr. [redacted]’s

November 2014 monthly fee and defer the December 2014 monthly fee to the end of

the case to assist him with the financial hardship he was experiencing. On

November 26, 2014, we tried to reach Mr. [redacted], the Delaware Revenue Officer,

again but had to leave a message. We were able to send him a fax to ensure he

was aware that we had been trying to reach him. On December 1, 2014, we still

had not heard back from Mr. [redacted] and we again called him again and had to leave

a message. We sent another fax to Mr. [redacted] requesting that he call our office

back. Mr. [redacted] was able to return our call that day and informed us that he

wanted Mr. [redacted]’s case to be reviewed by an auditor as the debt was so old,

stemming more than twenty years ago. We informed him that Mr. [redacted] had not

filed the tax returns that the State of Delaware had completed tax assessments

for the years in question, and therefore they would just be auditing their own

returns. Mr. [redacted] notified us that he believed an Offer in Compromise with the

State would likely resolve the case once the audit was complete. We further

discussed with Mr. [redacted] how the balances would not fall off due to the State of

Delaware not having a collections statute of limitations on tax debt but that

his accounts should not be levied or garnished at that time. Mr. [redacted] further

explained that the state was keeping the balance active on Mr. [redacted]’s account

in case he were to come in to a large amount of money such as an inheritance or

by winning the lottery and the state could then be repaid the tax debt. On

December 15, 2014, we called for Mr. [redacted] for the bi-weekly scheduled call

but had to leave a message. We also called and left a message with his Revenue

Officer for an update with the audit request he had initiated but had to leave

a message. Mr. [redacted] returned our call later that day and we provided him

with a detailed status of his case. Mr. [redacted] explained that he had flipped

his car and due to the oncoming holidays, he was not sure if he would be able

to continue to pay for our services and may have to terminate services due to a

lack of funds. On January 2, 2015, we called and let Mr. [redacted] know that we

still had not received returned correspondence from the Revenue Officer and we

would continue to follow-up with him. On January 16, 2015, when we still had

not heard back from his Revenue Officer, we spoke with him and scheduled a follow-up

call. On January 30, 2015, we spoke with Mr. [redacted] and he stated that he

wanted to terminate services due to the lack of updates on his case. We

provided Mr. [redacted] with a detailed case status update and notified him that

we had been trying to reach the Revenue Officer. At this time, he agreed to

continue services and we stated that we would keep following up until we were

able to reach his Revenue Officer. Mr. [redacted] rescinded his decision to

terminate our services. On February 3, 2015, we called Mr. [redacted]’s Delaware

Revenue Officer and had to leave yet another voice message requesting returned

correspondence. We then called Mr. [redacted] and let him know as soon as we

spoke with his Revenue Officer. On February 4, 2015, Mr. [redacted], with the

Delaware Department of Revenue, returned our call to let us know that he was

able to get a copy of the original tax assessment against Mr. [redacted] and that

he could fax us a copy for our records. We gave him our fax number and he

stated he would get that to us by the end of the day. We did receive his fax

and called him to confirm receipt and discuss it; but again, we had to leave a

message. We then called Mr. [redacted] to let him know that we had been in

contact with Mr. [redacted], that we received the original assessment paperwork, and

wanted to look into a settlement with the State. On February 6, 2015, we mailed

Mr. [redacted] a letter reminding him that the deadline of April 15, 2015 to file

his 2014 Form 1040 was fast approaching. On February 24, 2015, we received

notification from our accounting department that Mr. [redacted] wanted to

terminate services. We called to try and discuss this with Mr. [redacted] but had

to leave a message. A referral to our Client Services Group was made regarding

his termination request and to further discuss and resolve any concerns. On

March 1, 2015 we received notice to close the case for Mr. [redacted] from our

Client Services Group. It was additionally requested that a case summary be

completed and mailed to him. We completed this and mailed this to him on March

31, 2015. Then on June 23, 2015 we received a call from Mr. [redacted] stating

that he had never received the case summary he had requested. We immediately

resent the case summary to Mr. [redacted]. Mr. [redacted]’s complaint indicates

that “I never signed the contract”. Mr. [redacted] signed a contract for our

services on June 6, 2014. Wall & Associates, Inc. will not begin working on

a taxpayer’s liability if a contract is not signed by the taxpayer. Normally

these contracts are signed during the client’s initial meeting with our office

and they have the opportunity to review and ask questions concerning the

document. Mr. [redacted]’s complaint also says: “they intentionally stretched out

the time so I would have to pay more money”. We work to resolve client cases as

quickly as possible and it is important to note that our case teams have no

interest in lengthening a case. Case teams are not made aware of any fees

clients pay unless the client divulges that information to the case team

themselves. We believe every case should be worked equally despite the fees

paid to the client. Therefore, client fee information is not provided to the

staff working the case. Our office maintained communication with Mr. [redacted] at

the Delaware Department of Revenue. We understand Mr. [redacted]’s desire for his

case to be resolved quickly and our office made every effort to resolve his

case as quickly as possible. Additionally, Mr. [redacted]’s complaint states that

“it took Wall & Associates four months until they talked to the State of

Delaware”. Our detailed summary above details the communication our office had

with the Delaware Department of Revenue. We spoke with them the day Mr.

[redacted]’s case was assigned as well as contacted the Revenue officer assigned

to his case. We then maintained communication with the Delaware Department of

Revenue until the day Mr. [redacted] terminated services with our company. Mr.

[redacted] was well aware of our communication with the Delaware Department of

Revenue, as communication was maintained frequently between Mr. [redacted] and

our office. We hope this summary sheds light on the work that was completed on

Mr. [redacted]’s behalf by our office and the communication and correspondence we

held with him, the IRS and the Delaware Department of Revenue. It is

unfortunate that Mr. [redacted] decided to terminate service before we had the

opportunity to resolve his case with the Delaware Department of Revenue. There

is still work to be completed on Mr. [redacted]’s case. If he would like for us

to complete work on his case, we ask that he contact our office directly to

discuss moving forward. While it is our understanding that Mr. [redacted] would

like a refund of the fees she paid for the representation services. Mr.

[redacted] sought out our services and made the decision to hire us and to pay

us. We completed extensive initial work and fact finding on this case and began

the proper process of planning for a resolution for the state liability. There

are many options available to resolve the outstanding balances due to Delaware.

While it is unfortunate we could not resolve this matter internally with the

client, please be aware that the attempts to do so were made. Additionally, we

request that Mr. [redacted] contact our office directly to resolve any

miscommunication or misunderstanding that has taken place and to discuss the

plan for moving forward with his case. If any additional information is

required, please contact our office directly. Thank you for your time and

assistance with this matter

Consumer

Response:

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

I gave the representative all my information when I first met with him and contracted with Wall and Associates June 2014. It took them three months to get this information as they continued to charge me. They did not resolve the debt that I owed. Therefore, I would like a full refund of the monies spent. I hope we can come to an understanding before I contact the Attorney Generals Office and the IG for the IRS and a possibly lawsuit.

Regards,

Business

Response:

Dear Ms. [redacted], We are writing in response to Mr. [redacted]’s

most recent statements that we received last Friday, September 4, 2015. A copy

is [redacted]. Mr. [redacted]’ wrote that he “gave the representative all my

information when I first met with him and contracted with Wall and Associates

June 2014. It took them three months to get this information as they continued

to charge me.” We are unsure of what information Mr. [redacted] is referring to.

With IRS matters, the IRS requires updated information from taxpayers

constantly when considering resolving a tax debt. This is an IRS method to

overwhelm a taxpayer with work and requests, and to continually ask to verify

asset and income information. Upon receipt of Mr. [redacted]’s case, our office

completed the IRS form with the information he verbally provided to our

consultant. We then sent Mr. [redacted] several letters over the next month’s

requesting the specific financial documentation to support the information

verbally claimed as well as fully complete the necessary IRS form. Our office

completed the proper work on Mr. [redacted]’s case upon receipt. Not having the

complete financial information did not hinder us contacting the IRS and the

State and beginning to work towards resolving the liability. Additionally on

October 1, 2014, we talked to Mr. [redacted] about why we were requesting this

information. We explained the IRS 433-Form that we sent to him and why we

needed it. Mr. [redacted] agreed to sign and date the requested form and mail

back to our office so that we could move forward with his case. We received

this on October 7, 2014. On October 10, 2014 we spoke to Mr. [redacted] in

regards to an update on his case. We discussed his monthly income and expense

further and other details regarding the financial form. Our office worked with

the Delaware Department of Revenue on determining if the assessments made were

still collectible and valid. Upon receiving the notification from the Revenue

Officer in early 2015 that they were, we immediately began preparing for the

submission of an Offer in Compromise to the state to resolve the tax liability

as a whole. It is unfortunate that Mr. [redacted] decided to terminate service

before we had the opportunity to resolve his case with the Delaware Department

of Revenue. There is still work to be completed on Mr. [redacted]’s case. If he

would like for us to complete work on his case, we ask that he contact our

office directly to discuss moving forward. Mr. [redacted] writes several threats

in his latest statements that we take seriously. We also feel that these

threats are being made solely to retrieve money from our office that is not due

to him. Our agreement for services that clients sign includes a cause regarding

disputes and Arbitration Services. This clause states the following: “Any

controversy, dispute, or claim arising out of, or under, or related to this

Agreement will be finally settled by arbitration conducted with, and in

accordance with the Rules of, the [redacted] Group, an independent arbitration

service headquartered in Virginia.” Further more the clause states: “Each of

the Parties to this Agreement intend that this agreement to arbitrate be

irrevocable and the exclusive means of settling all disputes under this

Agreement, whether for money damages or equitable relief. If arbitration is

invoked in accordance with the provisions of this Agreement, the substantially

prevailing party in the arbitration will be entitled to recover from the other

all costs, fees, and expenses pertaining or attributable to such arbitration,

including reasonable attorneys’ fees for those claims on which the

substantially prevailing party prevailed.” We are glad to offer the option for

Arbitration to Mr. [redacted], per our Agreement that he signed. Again, it is an

independent arbitration service with no bias towards Wall & Associates, In.

nor towards any client. We believe this will be a suitable way to resolve this

matter and look forward to proceeding with this process. Upon Mr. [redacted]’s

indication that he agrees to this process, we will notify the [redacted] Group of

our arbitration request. If any additional information is required, please

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

matter.

Consumer

Response:

I paid out alot of money and they did not fix my tax problemI would like a refund of the monies spent for this service

Business

Response:

Dear Ms. [redacted],We are writing in response to Mr. [redacted] most recent statements that we received onOctober 12, 2015. A copy is [redacted].It is unfortunate that our previous responses have not resolved Mr. [redacted] concerns nordid Mr. [redacted] indicate he would like to proceed with arbitration with our office in order to resolvehis concerns and request. Mr. [redacted] again is requesting a refund. Again, our agreement forservices that Mr. [redacted] signed includes a clause regarding disputes and Arbitration Services. Thearbitration services are still available. Or, If Mr. [redacted] wishes, we are also open to use of theRevdex.com’s arbitration service offered.If arbitration is not preferable to Mr. [redacted], we will offer to refund the amount of 1monthly fee he paid to our office ($500). We will offer this refund not as an admission of liabilityto a client, but only to resolve this complaint satisfactorily and in the interest of customer service.If any additional information is required, please contact our office directly. Thank you foryour time and assistance with this matter.

Review: I contacted Wall and Associates in Feb 2011 when I was 62 years old for help with back tax issues. I met the vice president after hours in an empty building in Tampa where he took $1000 from me and told me I could settle for around $1000 with the IRS. I paid them another $2000 and thereafter I had to pay $300 for them to help me.

Well, here is almost September of 2015 and I am now 66!!!! I have not received any resolution. This company has drained me of almost $15,000 over almost 5 years and demands payment every month or they stop services. This shady business has never sent me an invoice of what they are doing on my case. Communication is extremely poor unless they want more MONEY!!!! I want my money back...every bit of it so I can find someone else to help me and this time it will be a business that has a great Revdex.com rating. I do not want to ever see another person have to go through what I have gone through for almost 5 years. This is nothing but a scam, and this company has no right to claim they can help people. Please get the word out that no person should be taken advantage of like I have. I demand that this company return my money so I can start over. This is a sin.Desired Settlement: I have requested all work on my "file" if indeed there is such a file and I have my receipts from all money spent on this travesty of a business. All I want is my money back!!! I have to start all over again.

Total amount due: $ 14, 859.00

I could have been paying off the IRS with the money paid to Wall. I am totally not satisfied and I want my money back.

Business

Response:

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

complaint filed against our company regarding the fees paid and services

rendered. Mr. & Mrs. [redacted] sought out and hired our services in June of 2011

for administrative tax representation. The case team rapidly acted on the

[redacted]s’ case to work towards resolving their tax matters. Below you will find a

summary of the actions completed since receipt of the case for administrative tax

resolution. Upon receipt of Robert & [redacted]’s case on July 21, 2011,

we immediately contacted them that day to verify the information we received

with the case, to provide our contact information, and to obtain background

information regarding their tax matter. Additionally, Power of Attorney forms

were immediately filed with the IRS to make our representation known. An

introductory letter was then mailed to them that introduced their case team,

and requested specific financial documents in order to begin evaluating

possible resolutions regarding their tax matter. We scheduled a conference call

with them for March 3, 2011. On February 15, 2011, our office contacted the

Internal Revenue Service (IRS) and ordered additional documentation to assist

with the review of their case. We were notified by the IRS representative that

there were currently 1040 balances for tax years 2004, 2005, 2006, and 2007 in

the amount of $28,581.07, and the 2008 and 2009 Form 1040 returns had not been

filed. On February 16, 2011, we mailed a request to the IRS for a hold to be

placed on Mr. & Mrs. [redacted]’s account while we reviewed their financial

information to evaluate possible resolution options. We contacted Mr. &

Mrs. [redacted] for the scheduled conference call on March 3, 2011 and a message was

left. Our office spoke with them on March 7, 2011, and we rescheduled the

conference call for March 21, 2011. We held a conference call with them on

March 21, 2011. At that time, we discussed the balance information we received

from the IRS and went over the financial statement to begin evaluating possible

resolutions for the tax matter. We then updated the IRS form 433-A, Collection

Information Statement, from the information we had received. On April 5, 2011,

our office received the unsigned tax returns for periods 2008 and 2009. We

contacted Mr. & Mrs. [redacted] that day to discuss the unsigned returns, and a

message was left. Upon receipt of the signed tax returns on April 13, 2011, our

office mailed them to the IRS for processing. In May 2011, our office began

reviewing the Notice of Deficiency for tax year 2008 that was issued as a

result of the return not being filed prior to April 4, 2011. We discussed this

notice with Mrs. [redacted] in detail on May 31, 2011. From the end of June 2011 through

the end of November 2011 we were forced to stop work on the case due to payment

delinquency by the clients. We resumed work on November 28, 2011. That day we

spoke with Mrs. [redacted] regarding a levy that had been issued. We requested

updated financial information from them in order to work toward the release of

the levy. We contacted the IRS Automated Collection Service on November 29,

2011 and successfully negotiated a reduction of the levy. We immediately

contacted the [redacted]s that day to discuss the partial release and the work that

had been completed. We spoke with the clients on December 2, 2011, December 6,

2011, and December 8, 2011 and discussed their case in detail. We spoke with

the IRS on December 9, 2011 and obtained an update on the Installment Agreement

(IA) request to fully release the levies. We were notified that an IRS manager

still needed to approve the IA to fully release the wage and Social Security

levies. We spoke with Mrs. [redacted] that day to discuss the progress towards the

full release of the levies. Our office again spoke with the IRS on December 13,

2011 to obtain an update on the levy releases, and we were notified it was

still pending manager approval. We left a message for Mr. and Mrs. [redacted] on

December 13, 2011 and again on December 14, 2011 with this update. On December

15, 2011, our office spoke with the IRS again regarding the levy releases and

was notified that it would be faxed on that date. We contacted Mr. and Mrs.

[redacted] that day to discuss this, and a message was left. On January 3, 2012, our

office discussed a notice Mrs. [redacted] had recently received and requested that

she fax it to our office for review. We contacted Mrs. [redacted] on January 24, 2012

and discussed the Notice of Federal Tax Lien filing and the appeal rights that

would be implemented by our office. On January 26, 2012, our office filed a

Collection Due Process Hearing request with the IRS in response to the Notice

of Federal Tax Lien filing. On February 6, 2012, our office updated IRS Form

433-A Collection Information Statement, in order to plan for an ultimate case

resolution. We contacted Mr. and Mrs. [redacted] on February 10, 2012 to discuss the

Form 433-A, and a message was left requesting a returned call. On February 14,

2012, our office discussed the updated Form 433-A with Mrs. [redacted] and the next

steps to move forward towards a resolution. We also discussed that Mr. [redacted]’s

employment had recently ended. We contacted Mr. and Mrs. [redacted] on March 30, 2012

to provide a case update, and a message was left. On April 13, 2012, our office

discussed the filing status of the 2011 1040 tax return with Mrs. [redacted], and we

were notified it would be filed by the deadline. We spoke with Mrs. [redacted] on

April 17, 2012 regarding the E-File of the 2011 1040 being rejected, that the

problem was being corrected, and the return would be re-filed. We received a

copy of the 2011 1040 return on April 19, 2012 from the [redacted]s. We mailed

updated IRS Power of Attorney forms to Mr. and Mrs. [redacted] on May 21, 2012 for their

signatures in order to update our representation authorization. Further, in

response to IRS Final Notice of Intent to Levy for tax year 2010 for 1040, we

filed a Collection Due Process Hearing Request with the IRS. On June 14, 2012,

our office contacted Mr. & Mrs. [redacted] to discuss the need for the Power of

Attorney forms sent previously for their signature, and a message was left. On

June 15, 2012, we received the Power of Attorney forms and left a message for

the [redacted]s that day indicating receipt of the forms. We also mailed a hold

request letter to the IRS on July 23, 2012 in response to a notice of intent to

levy issued on tax year 2011 to prevent further collection action. We contacted

the clients on July 30, 2012 to provide a case update, and once again, a

message was left. We contacted Mr. & Mrs. [redacted] on September 14, 2012 to

discuss the case plan, and a message was left. On October 1, 2012, we discussed

the IRS Form 433-A, Collection Information Statement, with [redacted] in detail.

Additionally, we requested updated financial documents in order to ensure that

the form was correct and up to date with their current financial situation.

Subsequently, we mailed a letter to Mr. [redacted] requesting the documentation we

needed from him. We contacted Mrs. [redacted] on November 16, 2012 to discuss the

case and obtain an update on the documentation we had requested the previous

month. A conference call was scheduled with Mrs. [redacted] for November 21, 2012 to

thoroughly discuss the case. We contacted her on November 21, 2012 for the

scheduled conference call, and a message was left. On November 26, 2012, we

spoke with her and rescheduled the conference call for later that day. We held

the conference call with her and discussed the Form 433-A in detail. We

explained our plan to resolve the liability and that once we completed the Form

433-A for Mr. [redacted], we would be able to move forward with resolution on the

case. We updated Form 433-A for Mrs. [redacted] on November 27, 2012 with the

documentation we received via facsimile. We spoke with Mrs. [redacted] on December 4,

2012 and December 31, 2012 to discuss the case. On January 10, 2013, our office

provided Mrs. [redacted] with a case update. We mailed IRS Form 433-A to Mr. [redacted] on

January 11, 2013 and again requested the financial information needed in order

to complete case planning for an ultimate resolution to resolve the tax

liability. Subsequently, we contacted the IRS and obtained the updated total

account balance of $53,817.05. We spoke with Mrs. [redacted] again on January 22,

2013 and discussed the current status of the case. We received notification

from the IRS that the previously requested Collection Due Process Hearing had

been scheduled. We immediately contacted the Settlement Officer assigned and

left a message on February 11, 2013. Additionally, we spoke with Mrs. [redacted] and

discussed the plan for the upcoming hearing. On February 12, 2013, our office

rescheduled the Collection Due Process Hearing with the Settlement Officer due

to a scheduling conflict. We discussed this with Mrs. [redacted] on February 15,

2013. On February 19, 2013, our office held the scheduled Collection Due

Process Hearing with the IRS in which additional documentation was requested,

and a follow-up call was scheduled for March 5, 2013. We then contacted Mrs.

[redacted] to discuss the results of the call and to request the information we still

needed from Mr. [redacted]. We spoke with Mr. [redacted] on February 20, 2013 regarding his

IRS Form 433-A, and the documentation we required. We spoke with Mrs. [redacted] on

February 25, 2013 and provided the plan for the follow up on the Collection Due

Process Hearing. We held the Appeal update call with the Settlement Officer on

March 5, 2013 and agreed to send the IRS Forms 433-A and supporting financial

documentation. We then submitted all of the information requested by the

Settlement Officer for his review and determination on the case. We spoke with

Mrs. [redacted] in regards to this on March 11, 2013. We contacted the Settlement

Officer on March 12, 2013 for an update on the review of the financial documentation

and left a message. We provided Mrs. [redacted] with a case status update on March

25, 2013. We contacted the IRS Settlement Officer on March 26, 2013 and again

left a message. On April 1, 2013, our office received the Notice of

Determination for the Appeals Hearing stating that the account was placed into

Currently Non-Collectable Status with the IRS. We spoke with Mrs. [redacted] that day

to discuss the Notice of Determination and discussed the tax court rights that

come with this notice. We spoke with Robert [redacted] on April 8, 2013 regarding the

tax court waiver we had previously mailed. We provided Mrs. [redacted] with a case

status update on April 9, 2013. On April 15, 2013, we discussed with Mrs. [redacted]

the Married Filing Separate tax liability shown on the 2012 form 1040 tax

return and advised her that we would attempt to include this in our ultimate

resolution. On April 16, 2013, Mrs. [redacted] notified our office that she would not

be filing separately but would instead file jointly for 2012. On May 16, 2013,

our office updated IRS Form 433-A for the two separate households and mailed

them to Mr. & Mrs. [redacted] for review and signature. We spoke with Mrs. [redacted]

on May 29, 2013 and provided her with a case update. We spoke with Mrs. [redacted] on

June 3, 2013 and verbally updated the IRS Form 433-A, and requested updated

income statements. Additionally, we discussed how the IRS calculates the

ability to repay. We mailed a request to the IRS on June 14, 2013 regarding

Currently NonCollectable Status to ensure all tax liabilities were placed in

this status. We provided Mrs. [redacted] with a case update on June 24, 2013 and June

25, 2013. Upon complete review of the Financial Information Statement, it was

determined that the Offer in Compromise was not in Mr. and Mrs. [redacted]’s best

interest to resolve the liability at that time. On June 27, 2013, we addressed

concerns Mrs. [redacted] expressed regarding the case, we scheduled an additional

call with Mr. and Mrs. [redacted] for July 1, 2013. Subsequently, we prepared a

request to our Client Services Group to further assist Mrs. [redacted]’s needs and

the concerns she expressed to her case team. On July 1, 2013, our office

conducted a complete review of Mr. and Mrs. [redacted]’s case. We additionally

reviewed their financial statements to review and determine their position

relative to the IRS Offer in Compromise program. We held the conference call

with Mrs. [redacted] and addressed the case history. She informed our office of

additional monthly expenses, and we discussed financial planning options with

her that would out them in a better position for an IRS settlement. On July 2,

2013, our office submitted a Collection Due Process Hearing request with the

IRS regarding the 2011 Final Notice of Intent to Levy we received. We then

faxed the IRS Form 433-A to Mrs. [redacted] for review. Subsequently, she contacted

our office, and we verbally discussed the form and her financial situation

relative to what would be necessary for an IRS Offer in Compromise settlement

to be a viable option to resolve the liability. On August 12, 2013, we discussed

the plan for the upcoming Collection Due Process Hearing with Mrs. [redacted]. We

contacted her again on August 15, 2013 to discuss the financial changes she had

previously indicated would occur, and notified her that per the IRS rules and

regulations for claiming a dependent, her mother did not qualify. On August 19,

2013, we provided Mrs. [redacted] with our fax number to send over the updated

financial documentation to support the financial changes. We spoke with her

again on August 28, 2013 and August 30, 2013 to discuss the case. We contacted

the Settlement Officer on September 10, 2013 for the Collection Due Process

Hearing and rescheduled it pursuant to the Settlement Officer’s request. The

call was scheduled for September 26, 2013. We spoke with Mrs. [redacted] regarding

this on September 20, 2013. We held the Collection Due Process Hearing on

September 26, 2013. At that time we were unable to come to an agreed collection

alternative with the Settlement Officer as the 2012 Form 1040 tax return had

not been filed. We discussed the outcome of the hearing with Mrs. [redacted] on

September 30, 2013. On October 1, 2013, we spoke with Mrs. [redacted], and she

advised that she would mail the signed 2012 Form 1040 tax return to us. On

October 4, 2013, our office received notification from our accounting

department that Mr. and Mrs. [redacted]’s case had been placed into nonworking status

due to a payment discrepancy. We contacted Mrs. [redacted] that day and discussed the

payment discrepancy and advised her to contact our accounting department. On

October 5, 2013, our office mailed the 2012 1040 tax return to the IRS on Mr.

& Mrs. [redacted]’s behalf in good faith that a payment would be made to our

accounting department. We spoke with Mrs. [redacted] on October 8, 2013 regarding the

issue with their account and addressed her concerns regarding her case. We then

submitted a request to our Client Services Group to assist her with her

concerns regarding the fees paid for the services being rendered. On October

15, 2013, we received notification from the accounting department that the

payment discrepancy had been resolved. We contacted Mrs. [redacted] on October 24,

2013 to discuss her case, and a message was left. On November 7, 2013, we

contacted the IRS to obtain updated account balance information for our records.

We then spoke with Mrs. [redacted] on November 7, 2013 and November 11, 2013. We

spoke with her again on December 2, 2013. On December 18, 2013, we submitted a

Currently Non-Collectable request to the IRS to ensure that collection holds

were being maintained on their account. On January 7, 2014, our office advised

Mrs. [redacted] that it would be in her best interest to pay the $146.59 balance due

for tax year 2012. We mailed her a reminder regarding their filing requirement

for the 2013 1040 tax return on January 20, 2014. On January 27, 2014, Mrs.

[redacted] advised our office that she wanted the 2012 balance to be included in the

resolution of her case. Additionally, she expressed concerns regarding the fees

paid for services being rendered. We provided her with our current case plan

for moving forward to resolve the liabilities. In order to update our

representation authorization, we mailed updated IRS Power of Attorney forms for

their signature. On February 4, 2014, our office received notification from our

accounting department that Mr. & Mrs. [redacted]’s case had been placed into

non-working status due to a payment discrepancy. Additionally, a request was

sent to our Client Services Group to review concerns expressed regarding the

fees paid. Subsequently, their financial situation was evaluated, and an

updated case plan was developed in which we would move toward an IRS Offer in

Compromise in order to resolve the liabilities. We discussed this with Mrs.

[redacted] on February 11, 2014. We advised her that we had submitted the request to

our Client Services Group to assist with the fees and that her account was

still in a non-working status. We spoke with Mrs. [redacted] again on February 26,

2014 regarding this. On February 28, 2014, we again spoke with her, and she

continued to express concerns regarding the fees paid. We spoke with Mrs. [redacted]

on March 10, 2014, March 12, 2014, and again on March 13, 2014 and discussed

her case being reviewed by our Client Services Group for assistance with the

fees. We received notification from the accounting department that the payment

discrepancy had been resolved on March 14, 2014. We received notification that

she was not satisfied with the results of working with our Client Services

Group for fee assistance. A member of our management team contacted Mrs. [redacted]

on March 21, 2014 to discuss these concerns, and a message was left. She spoke

with our office on March 24, 2014 regarding her continued concerns. On March

27, 2014, we prepared and mailed a request for a Collection Due Process Hearing

to the IRS in response to a Final Notice of Intent to Levy dated March 15,

2014, and provided Mrs. [redacted] with a copy of the cover page to our

correspondence. On April 17, 2014, we were informed by our accounting

department that there was a payment discrepancy on Mr. & Mrs. [redacted]’s

account. We spoke with Mrs. [redacted] regarding this status on April 21, 2014, and

explained that we were required to suspend active casework until this matter

was resolved. We also informed her that the case summary she requested had been

mailed out, and that she should be receiving it shortly. We briefly reviewed

the case on May 2, 2014 to determine the actions that needed to be taken once

the payment discrepancy had been resolved. We spoke to Mrs. [redacted] on May 6, 2014

regarding their case, and the need to make arrangements with our accounting

department. We also discussed that their unfiled tax return needed to be

prepared, and explained what would be needed for us to submit a settlement

request to the IRS. She requested a call back from a manager in order to

discuss their case and possible fee consideration. We spoke again on May 9, 2014

regarding possible fee consideration. We then informed her that they needed to

continue to work on getting compliant with the IRS because a settlement request

could not be submitted until all tax returns had been filed. We also explained

that we would need updated financial documentation in order to analyze their

financial situation. We called her back later that day to discuss why fee

consideration could not be granted, and the need for them to make a payment in

order for us to continue working on their case. On June 4, 2014 we received a

message, which Mrs. [redacted] had left on our website, asking for a team member to

contact her. We contacted her by telephone and left a message on her voicemail.

Later that day, we were informed by our accounting department that Mr. &

Mrs. [redacted]’s case had been made active, and we attempted to contact her again to

discuss the next actions that needed to be performed. We were able to give Mrs.

[redacted] a complete case update on June 26, 2014. We discussed the upcoming

Collection Due Process Hearing we were going to hold on their behalf, the need

for them to file their 2013 1040 Federal Income Tax Return, as well as the need

for updated pay statements that reflected the reduced hours Mrs. [redacted] had been

working. We attempted to contact Mr. & Mrs. [redacted] on July 8, 2014 regarding

the pay statements and 2013 Federal 1040 Income Tax Return that we had

previously requested, and were needed for the upcoming Collection Due Process

Hearing. We left a message on their voicemail. We mailed updated Power of

Attorney forms to them on July 29, 2014. On August 4, 2014 we spoke with Mrs.

[redacted] and discussed the Collection Due Process Hearing that was scheduled for

the following day. She informed us that their 2013 Federal 1040 Income Tax

Return had been prepared, and that she would attempt to fax a copy to us before

the hearing. We spoke to her the morning of August 5, 2014, and confirmed that

we had received the tax return. We called their Settlement Officer in order to

conduct the hearing, but she requested that it be postponed until August 7,

2014. We spoke to Mrs. [redacted] after this call and advised her to mail us the

payment for their 2013 Federal 1040 Income Tax Return, so we could submit it to

the IRS on their behalf. We contacted the IRS Settlement Officer on August 7,

2014, to hold the scheduled Collection Due Process Hearing. She informed us

that the clients’ 2008 and 2009 tax years were removed from Currently

Non-Collectible status when they filed the 2013 Federal 1040 Income Tax Return.

We argued that this should not have taken place, and that we were never

informed of this change in status. The Settlement Officer could not tell us why

they were removed, but stated that she could not assist us with this, and would

close out the case. We argued that she should place their account back into the

Currently Non-Collectible status, and that if she could not assist us, we

requested a call from her manager. She agreed to have her manager call us back.

We left a message with the Settlement Officer because we had still not heard

from her manager by August 15, 2014. On August 18, 2014 we updated Mrs. [redacted] on

the status of our negotiations. We were able to speak to the Settlement Officer

again on August 21, 2014. She stated that she could not agree to Currently

Non-Collectible status, and cited multiple reasons that did not apply to Mr.

& Mrs. [redacted]’s situation, and that we did not agree with. We again requested

to speak to her manager, and were promised a call back. We discussed the

progress of the hearing with Mrs. [redacted] later that day. On August 25, 2014 we

spoke to the Settlement Officer again, and she informed us that the case had

been transferred to a Settlement Officer who was above her, and that we should

receive a call shortly. On August 26, 2014, we spoke to the newly-appointed

Settlement Officer, Mr. [redacted], and described our request for Currently

Non-Collectible status, and our history with the previous officer. He agreed to

research their account and call us back when he had concluded his analysis. We

spoke to Mrs. [redacted] about our conversation with Mr. [redacted], and again stated our

need for updated financial documentation. We also mailed a letter to Mr. &

Mrs. [redacted] requesting this documentation. On September 5, 2014, we were

instructed by our accounting department to suspend active casework until she

contacted them to make payment arrangements. We received multiple IRS notices

on September 9, 2014, that contradicted each other regarding the determination

of the Collection Due Process Hearings we were still conducting. Despite the

status with our accounting department and in good faith, we attempted to

contact Settlement Officer [redacted] regarding these notices, and left a message

requesting a return call. We also spoke to Mrs. [redacted] regarding these notices,

the balance for their 2013 Federal 1040 Income Tax Return, and the financial

documentation we still required. Our Client Services Group agreed to fee

consideration with the [redacted]s and we received notification on September 11, 2014

that their account had returned to active status. We spoke in detail to

Settlement Officer [redacted] on September 18, 2014. He described the coding error

that had occurred with Mr. & Mrs. [redacted]’s account, and explained that the

account had been erroneously placed in Currently Not-Collectible status. He

further explained that the IRS had failed to issue the appropriate notices,

which would have alerted us to this error. He agreed to consider placing their

account into Currently Non-Collectible status if we could prove hardship with a

financial statement and substantiation by October 3, 2014. We contacted Mrs.

[redacted] on September 26, 2014, and again discussed the financial documentation we

needed, and the deadline to provide it to Settlement Officer [redacted]. We

attempted to contact Mrs. [redacted] on October 3, 2014, to discuss the documentation

that we still needed to meet Mr. [redacted]’s deadline. We left a message on her

voicemail. We spoke to Mrs. [redacted] on October 6, 2014, regarding the amount of

hours per week she had been working, and she stated that she would provide us

with the pay statement substantiation shortly. We sent letters to them via mail

and email on October 10, 2014, requesting the financial documentation, and we

solely received the pay statements later that day. We received a Notice of

Determination from Settlement Officer [redacted] on October 21, 2014, stating that

the Collection Due Process Hearing had been closed for failure to meet his

October 3, 2014 deadline. We discussed this notice with Mrs. [redacted] on October

29, 2014. We received a CP-2000 notice from the IRS on November 14, 2014. The

notice claimed that Mr. & Mrs. [redacted] had received Social Security benefits

in the 2012 tax year that were not reported on their tax return, and proposed

an additional assessment of tax. We left messages on their voicemail on

November 18, 2014, and were able to speak to Mrs. [redacted] on November 21, 2014.

She could not recall whether or not they had received these benefits during the

2012 tax year. We explained that they had reported the income in 2011, as well

as 2013, and agreed to send the documentation to them for review. We mailed the

documentation to them later that day. On December 5, 2014 we spoke to Mrs. [redacted]

regarding the CP-2000 notice issued for their 2012 tax return. She informed us

that she believed that she had received the Social Security income, and we

asked that they sign the IRS form agreeing with the assessment, and return it

to us for submission to the IRS. We submitted the form agreeing with the

assessment to the IRS on December 16, 2014. We spoke with Mrs. [redacted] on January

6, 2015, regarding the proposed assessment and her wish for the case to be

completed by the end of that month. We informed her that the assessment was

still being processed by the IRS, and that their tax balances could not be

resolved in her requested time frame. We agreed to contact the IRS regarding

the assessment, and follow up with her the next day. On January 7, 2015, we

spoke to the IRS regarding the proposed assessment and were told that they had

received the signature form agreeing with the assessment on December 29th,

2014, and that it would take a minimum of 30 days to process. We updated Mrs.

[redacted] on our conversation with the IRS, and she asked that we contact the IRS

and provide her with an update on a weekly basis. We spoke to the IRS again on

January 14, 2015, and were told that the assessment was still processing. We

provided Mrs. [redacted] with an update, and she stated that she was having

difficulty paying our fees. We agreed to submit their case to our Client

Services Group to determine if fee consideration could be granted. We contacted

the IRS again on January 15, 2015, and ordered updated Account Transcripts to

confirm their balances. We contacted the IRS again on January 22, 2015, and

were informed that the assessment was still processing. We provided Mrs. [redacted]

with an update later that day. We mailed a letter to her on January 23, 2015,

reminding her of the April deadline to prepare their 2014 Federal 1040 Income

Tax Return. On January 30, 2015, we also spoke to Mrs. [redacted] regarding their

case, and her conversation with our Client Services Group. We spoke to Mrs.

[redacted] on February 4, 2015, and she asked that we contact the IRS to determine

whether the assessment had been processed. We spoke to the IRS and were

informed that it was still processing. We attempted to provide her with an

update later that day, and left a message on her voicemail. We called the IRS

again on February 11, 2015, and were told the assessment was still processing.

We attempted to update her on February 12, 2015, and left a message on her

voicemail. On February 13, 2015, we mailed a letter informing them about an

ongoing solicitation scam that our office had been made aware of, in which

individuals were impersonating the IRS, and calling taxpayers in an attempt to

gather personal and financial information from them. We left a message for Mr.

& Mrs. [redacted] on February 18, 2015, and received her latest pay statements on

February 24, 2015. On February 25, 2015, we spoke to Mrs. [redacted] regarding the

assessment, and confirmed that we had received the pay statements. On March 5,

2015, our accounting office notified us of a payment discrepancy on Mr. &

Mrs. [redacted]’s account. We contacted Mrs. [redacted] on March 6, 2015, and informed her

that we would not be able to resume work on their account until this was

rectified. We received a notice from the IRS on March 12, 2015, that they had

processed the 2012 assessment, and updated the current balances due which

totaled $56,035.28. We contacted Mr. & Mrs. [redacted] on April 1, 2015, but had

to leave a message on Mrs. [redacted]’s voicemail. Mrs. [redacted] contacted us on April 3,

2015, and we discussed the 2012 assessment, as well as her plan to complete the

2014 Federal 1040 Income Tax Return. We spoke again on April 7, 2015, and she

informed us that she had never received the case summary she had requested the

previous spring. We mailed an additional copy of the summary to her that day.

We spoke again on April 27, 2015, regarding their completed 2014 Federal 1040

Income Tax Return. On May 8, 2015, our accounting department notified us that

they had closed Mr. & Mrs. [redacted]'s case due to non-payment of monthly fees.

We revoked our Power of Attorney forms, and faxed them to the IRS on May 14,

2015. On May 18, 2015, we spoke to Mrs. [redacted] regarding the 2012 assessment, and

explained that we could not actively work on their case until they contacted

our accounting department to make payment arrangements. She stated that she

believed she could make a payment to our accounting department in June. Mrs.

[redacted] contacted us on August 4, 2015, regarding the status of their case. We

discussed the status of their account, and again explained that a payment would

need to be made before we could continue to work on their case. She stated that

she wanted us to continue work on the case, but did not know how she would pay

us for our services. We agreed to submit another request to our Client Services

Group to review the case and determine if any fee consideration could be

provided. On August 7, 2015, we were notified that their case remained closed

at that time, and that Mrs. [redacted] had requested an updated summary of the work

completed on their case. We prepared and mailed the case summary to Mrs. [redacted]

on August 10, 2015. On August 24, 2015, we were notified that Mrs. [redacted] stated

she had not received the case summary, and that she provided a new address

where she wanted the summary sent. The case summary was sent to the new address

that day. Additionally, the [redacted]s’ case was referred to our Client Services

Group on multiple occasions throughout the duration of their case to discuss

their concerns and look into potential fee consideration. The [redacted]s were

granted fee consideration of the August 2011 and September 2011 monthly fees

being waived in November 2011. Additionally, they agreed during another request

for fee assistance to waive the September 2013, October 2013 and November 2013

monthly fee. Then in September 2014, after the [redacted]s’ case was placed into a

non-working status, our Client Services Group granted the [redacted]s a fee deferment

of monthly fees for August 2014 and September 2014. Additionally, in October

2014, our Client Services Group agreed to reduce their monthly fee from $350 to

$300. Over the course of Mr. & Mrs. [redacted]’s case with our company, we

prevented them from having to communicate or negotiate directly with the IRS.

We also successfully prevented all further collection action from occurring. We

performed an extensive evaluation of their situation and discussed with them

resolution options based on provided information. Ultimately, we work hard to

resolve our client’s tax liabilities and concerns and take customer

satisfaction seriously. We would like nothing more than to resolve Mrs. [redacted]’s

concerns regarding his case and ask that he contact our office in order to

discuss this matter further. Mr. & Mrs. [redacted]’s account with our office was

placed into non-working status in March 2015 and they are aware of this fact.

They have not made any payments to our office since then and therefore we have

not actively worked the case. Their case was closed due to non-payment in May

2015 by our accounting department. If they would like us to resume work on the

case we are more than willing to do so. Unfortunately throughout the case, we

did run into communication problems with the clients at times. With limited

communication from the [redacted]s, it made it extremely difficult to resolve their

tax matter with the IRS. Additionally, there were many cases in which the

[redacted]s’ case was placed into a non-working status by our accounting department.

These frequent and at times lengthy periods of inactivity prolonged the case

and halted all progression the case team was making on working towards

resolving their liability. As we mentioned above, we worked hard internally

with the clients regarding their fees multiple times. We offered the breaks on

fees to the clients due to their financial problems that they expressed to us.

In good faith, we offered these fee arrangements to these clients so that we

could move forward and fix their tax problem. However, unfortunately, our

efforts still were unable to keep the clients on board with our office. We

would like nothing more than to resolve Mrs. [redacted]’s concerns regarding the

contract and the services we were providing. While it is unfortunate we could

not resolve this matter internally with the client, please be aware that the

attempts to do so were made. If the Revdex.com has suggestions for how we can resolve

this with the client 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

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards,

Wall and Associates has a lot of nerve stating they had trouble communicating with us. They said numerous times they contacted me and left a message. This is a total lie.

Not only did the "team" suffer staff attrition to the point that I never knew who I was talking to...but it was me would constantly do the calling and requesting for information on what was going on with my case.

I was never given any written update on anything that was going on. It is easy to say whatever you can to cover yourself as a corporation, but why was I not given a monthly update? Instead I found staff there were clueless, unorganized and young and inexperienced. You would think that the padded fees they charged each month would render that consideration.

I was asked numerous times for the same information I had sent in earlier...again confusion and disorganization.

The ONLY TIME I had consistent communication was when they wanted their money!!!!

I don't care what Wall claims they have done. For me, it has been nothing but heartache, frustration and emotional turmoil. This is no way to run a business.

I found the employees to be very young, non professional and robots of this company.

In a almost 5 years that I have been "spinning my wheels" but GOING NOWHERE...my satisfaction level with this company is non existent!!!

I met with your Vice President of Sales in February of 2011 in a downtown building after hours with no other staff. It is here where this so called Corporate man took my $1000 and wrote on a piece of paper that I would settle for less than $1000.

Thinking back, there was no Wall and As. logo anywhere in that building? what kind of a company are you running? My attempts to reconnect with this man have been futile.

I am completely unsatisfied as a client, I have wasted almost 5 years of my life with this company who has caused me pain and anguish. I have accrued more fees from the IRS and am in better position with them now then is 2011.

I demand my money back so I can work with the IRS on my own and start all over again.

I am 66 years old. I do not need to waste any more time.

I know other companies that charge a flat fee of less that $2000 and are members of the Revdex.com. I wish to God I had known about them in 2011.

I will not stop until I have been compensated for my lost time and money.

Business

Response:

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

additional comments for the above referenced complaint received on September 3,

2015 (copy enclosed). We are very sorry to hear that our previous response did

not resolve the concerns raised by Mrs. [redacted]. We would like to respond to

specific comments expressed by Mrs. [redacted]. Our previous response provided a

detail of the work performed on Mr. & Mrs. [redacted]’s case. It is unfortunate

Mrs. [redacted] feels as though we are “covering ourselves”. We do not falsify

information provided to the Revdex.com or any complaint filed by a client. We keep

very detailed notes of the conversations held and all work performed on each

client’s case. Therefore the information provided in our previous response was

true and correct. Our company adheres to strict ethical professional standards

and we work hard to cultivate those ethical standards within our company

culture. Again, we have not falsified any information in our previous response.

In the event any mistake was made on this case, or any other case, we would

certainly acknowledge it, and rectify it with our client immediately. It is

unfortunate that Mrs. [redacted] feels as though we padded fees. Our intention is not

to delay any taxpayer’s case. In fact, we have always kept an internal policy

that our caseworkers not be privy to client fees. Therefore, caseworkers have

no interest, or receive no benefits for a case taking more time to resolve.

This policy allows the case team to work as quickly and diligently on a

client’s case as possible in working towards an ultimate resolution. It also

helps to ensure that all clients are treated fairly with the same high standard

of effort and work no matter their fee. Mrs. [redacted]’s recent comments also state

that other companies charge “a flat fee”. Typically those flat fees are to

set-up an Installment Agreement with the IRS for the taxpayer to repay the

liability. Mr. & Mrs. [redacted] chose our company as we look into all avenues

available to resolve a taxpayer’s case. Furthermore, Mrs. [redacted]’s complaint

expresses concern regarding “The team suffer staff attrition to the point that

I never knew who I was talking too”. That is not the case for his file, as we

work in case teams at Wall and Associates, Inc. to ensure someone is always

available to take calls and complete the necessary work on cases. There was a

consistent member of the case team throughout Mr. & Mrs. [redacted]’s case. As

for the number of people working on our case teams, there normally is more than

one sole contact a client is provided with our company. This helps to assure

clients that they have a team member available to them at all times despite

normal work absences such as illness, vacations and lunch times. Finally, Mrs.

[redacted]’s most recent comments declare that “I found the employees to be very

young and non-professional”. Upon our review of the [redacted]’s case, nothing

indicates that our representatives handling their case acted or spoke in any

unprofessional manner when speaking with the [redacted]’s or the taxing authorities.

We are unsure where Mrs. [redacted] finds merit to that argument. Our staff are

experienced, well-trained and educated professionals. Her claims on this matter

are unfounded. When Mr. & Mrs. [redacted] met with our consultant, they were

provided with examples of cases that we had worked on and resolved with the

IRS. The [redacted]s were also notified of an average amount that our clients have

paid to resolve their liabilities. No guarantees were made regarding the how

and the amount that their liability would be resolved for. Unfortunately, while

working to resolve tax liability with the IRS, we are unable to make guarantees

on how long it will take for a request to process through and be completed as

well as what they will be willing to accept as a resolution of a tax liability.

As we mentioned in our previous response, we worked hard internally with the

clients regarding their fees multiple times. We offered the breaks on fees to

the clients due to their financial problems that they expressed to us. In good

faith, we offered these fee arrangements to these clients so that we could move

forward and fix their tax problem. However, unfortunately, our efforts still

were unable to keep the clients on board with our office. Throughout the entire

duration of Mr. & Mrs. [redacted]’s case, we have remained in communication with

them regarding the status of his case. Further, we prevented them from having

to communicate or negotiate directly with the IRS. We also successfully

prevented all further collection action from occurring. We performed an

extensive evaluation of their situation and discussed with them resolution

options based on provided information. Ultimately, we work hard to resolve our

client’s tax liabilities and concerns and take customer satisfaction seriously.

We would like nothing more than to resolve Mrs. [redacted]’s concerns regarding his

case and ask that she contact our office in order to discuss this matter

further. Additionally, there was documentation which was required to fully

complete the IRS Form 433-A which was not received from both Mr. & Mrs.

[redacted]. These document were also requested by the IRS on several occasions which

we were unable to fully supply as we did not receive them from the [redacted]s.

Additionally, there were many cases in which the [redacted]s’ case was placed into a

non-working status by our accounting department. These frequent and at times

lengthy periods of inactivity prolonged the case and halted all progression the

case team was making on working towards resolving their liability. We are sorry

to hear that Mrs. [redacted] remain dissatisfied with the services we provided. 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 client, please be aware that the attempts to do so were made including

many waivers of fees. 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

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards, This company has done nothing but lie and cause

Review: Wall & Associatessales man [redacted] lied to us to get $50000.00 down on services that they are unable to provide. They refuse to refund our moneis.Desired Settlement: Refund

Business

Response:

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

complaint made by Mr. [redacted] received on July 17, 2015 (copy [redacted]). Mr.

[redacted] hired Wall & Associates, Inc. for administrative tax representation

before the taxing authorities to assist in resolving his tax liability. We

realize that tax problems are stressful and frightening for any taxpayer and we

work hard to help our clients through these matters. A substantial amount of

work has been completed on Mr. [redacted]’ case. Upon receipt of the case on June 4,

2015, the case file was established and a call was made to Mr. [redacted] at which

time we discussed the history of Mr. & Mrs. [redacted]’ tax liability, and

requested specific financial documentation in order to begin evaluating

possibilities to resolve the tax liability as a whole. A conference call was

scheduled for June 17, 2015 in order to discuss his liability in detail and the

plan to move forward towards an ultimate resolution. We subsequently mailed an

introductory letter to Mr. and Mrs. [redacted] which requested specific financial

documentation in order to evaluate their situation and work towards an ultimate

resolution of their case. On June 5, 2015, we contacted the Internal Revenue Service

and confirmed that there was an outstanding Form 1040 balance in the amount of

$58,248.68 for tax years 2006, 2007 and 2008. We were also informed that Mr.

and Mrs. [redacted] had previously established on a $350/month installment

agreement, which was in good standing at that time. In addition, an Estimated

Tax Payment in the amount of $500 was already on record for the first quarter

of 2015. Our office received a call from Mr. [redacted] on June 15, 2015. He

questioned why our Power of Attorney included tax years dating back to 2003

when his liability only stemmed from tax years 2006, 2007 and 2008. We

explained that the IRS has a ten year collection statute and that in order to

ensure quality service, our Power of Attorney forms typically extend back at

least two to three prior years from the known debt. This is done to make

certain that there are no other outstanding issues on the account that could

hinder progression toward a resolution. During this conversation we spoke with

Mr. [redacted] regarding his initial conversation with Mr. [redacted] regarding the

average savings that Wall and Associates provides to clients. We further

explained that this is an average of all resolutions and that we would be able

to provide him with more specific information about his personal method of

resolution upon receipt of financial documents so that we may discuss his tax

situation in detail. We received this financial information in our office on

June 15, 2015 and spoke with Mr. [redacted] that day to confirm that we had received

the documents. We contacted Mr. [redacted] for the scheduled conference call on June

17, 2015 and discussed his case in detail. During this conference, we educated

Mr. [redacted] about the ten (10) year collection statute with the Internal Revenue

Service. Per our research, we informed Mr. [redacted] that there were approximately

four years left remaining on the collection statute for tax periods 2006, 2007

and 2008 and explained that certain appeals and other actions, such as an Offer

in Compromise, could extend the collection statute. Mr. [redacted] stated that the

previous company he worked with advised him that they did not file an Offer in

Compromise because it would extend the collection statute. We discussed Mr.

[redacted]’ financial statement in detail and he stated that he would not wish to

pursue an Offer in Compromise. Mr. [redacted] also stated that he felt he was

misinformed by Mr. [redacted] and that he would be “paying on the agreement for the

rest of his life.” We apologized for the miscommunication and further clarified

that paying $350 per month would actually not satisfy his debt in its entirety.

We explained that if the collection statute expired while the payment plan

remained at $350/month, that he would save a significant amount of money. We

estimated over the next four (4) years, Mr. and Mrs. [redacted] would pay

approximately $15,000 to the IRS on a debt well over $50,000. We also explained

that the IRS would typically want to review a taxpayer’s financial statement as

the collection statute gets closer to the end and that this could result in an

increased monthly payment if there are any significant changes to the financial

situation. Based on the current status of their payment arrangement with the

IRS, Mr. [redacted] initially informed our office that he would prefer to stay on

the installment agreement rather than work toward an Offer in Compromise or

another resolution program and possibly extend the statute of collections. Mr.

[redacted] indicated that he would be able to handle the IRS himself if they decided

to review the payment arrangement at a future date. Our office explained that

paying on an installment agreement also still carries the increase in amount

owed due to penalties and interest that continue to build on the account. Mr.

[redacted] agreed to another follow up call to ensure that all aspects of his case

were reviewed thoroughly before he made a final decision on his method of

resolution. On June 18, 2015, the case team reviewed the IRS transcripts and

financial statement at great length for Mr. and Mrs. [redacted]. We determined that collections

on these three years are due to expire in approximately May and June of 2019.

After reviewing all aspects of Mr. [redacted]’ case, a preliminary evaluation for an

Offer in Compromise potential amount was obtained by using the IRS calculation

tables. We explained to Mr. [redacted] that there is no guarantee that the IRS would

agree with our figures and that by submitting the Offer, we would be extending

the collection statute by the amount of months it takes for the Offer to be

reviewed and decided upon. We explained that their Offer in Compromise will

involve the analysis of equity in a business they own, and three pieces of real

estate. In addition to the equity analysis, we also notified Mr. [redacted] that

after review of his tax returns, we were concerned about submitting an Offer

while he is taking a loss on his rental property for multiple years in a row.

Mr. [redacted] continued to inquire regarding the communication he had with Mr.

[redacted] about the collection statutes. We explained that it is most ideal to obtain

an Offer in Compromise because that would secure a specific amount paid to the

IRS, whereas an installment agreement could change over time. Due to Mr. [redacted]’

concerns expressed, the case team forwarded a request to our Client Services

Group to discuss his concerns and ensure satisfaction with the services

rendered. Mr. [redacted] spoke with his case team again on June 24, 2015. He stated

that he believed he would still be “better off” continuing with the previously

established Installment Agreement and that he felt as though the money he paid

to our company was wasted. Mr. [redacted] stated that he would continue

communicating with our Client Services Group in terms of his dissatisfaction

with our company. Our Client Services Group spoke with Mr. [redacted] on multiple

occasions in attempts to resolve his growing concerns and address his request

for a refund of the fees paid for the services rendered. We offered to suspend

billing for Mr. & Mrs. [redacted] with our company until we make a determination

on the best route to ultimately resolve their liability and discuss those

options with them. Mrs. [redacted] denied the offer to suspend further billing on

July 10, 2015. Please know that our intention was to resolve the client’s

concerns and discuss a refund that would be feasible. Mr. [redacted]’ complaint

indicated as though he feels that our Associate, Mr. Mader, mislead him in

order to secure him as a client. We are sorry to hear that Mr. [redacted] feels that

way as Mr. & Mrs. [redacted] contacted our company seeking assistance with resolving

their tax debt. Our office quickly began working on obtaining the details on

their liability and answered all questions Mr. and Mrs. [redacted] had regarding

their liability and the IRS Collection Statutes. We advised them of the current

Installment agreement and what can be expected from the IRS as this is not an

ultimate resolution until the collections statutes have expired. We

additionally discussed with them the IRS Offer in Compromise program and how it

would affect the Collection Statutes. There are still options available to

ultimately resolve the [redacted]’ tax liability. We would further like the

opportunity to discuss these options with Mr. and Mrs. [redacted]. We understand the

[redacted]’ concerns regarding the IRS Collection Statutes. Unfortunately, it is impossible

for to know when the Collection Statute Expiration Date (CSED) will be without

obtaining the proper information from the IRS. CSED’s can be extended by

numerous things with the IRS and will not allow us to provide an exact date to

our clients until we obtain the necessary information from the IRS. We are

sorry that Mr. [redacted] feels Mr. [redacted] mislead him regarding this as it was

impossible for him to properly advise them of accurate CSED’s at the time he

initially met with them. We would like nothing more than to help Mr. and Mrs.

[redacted] resolve this. We understand Mr. & Mrs. [redacted] desire for their case to

be resolved quickly and without extending the IRS Collection Statute timeframe.

Unfortunately, our office did not have the opportunity to explore all IRS

resolution options and see which one would best fit their situation. It is

unfortunate that Mr. & Mrs. [redacted] decided to terminate service and

requested a refund before we had the opportunity to completely explore all

viable options to resolve their case. There is still work to be completed on

their case to determine the best route for resolving their tax liability. If

they would like for us to complete our analysis, we ask that they contact our

office directly to discuss moving forward with their case. Ultimately, we put

forth great effort on Mr. [redacted]’ behalf, and we want to resolve this complaint

with the client. We are open to discuss the options for fee consideration with

him so that we can continue work on this matter and determine the best way to

resolve the liabilities with the IRS. There are many options available to

resolve the outstanding balances due the IRS and we request that Mr. [redacted]

contact our office directly to resolve any miscommunication or misunderstanding

that has taken place and to discuss the plan for moving forward with his case.

If any additional information is required, please contact our office directly.

Thank you for your time and assistance with this matter. Sincerely, 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.

[Provide details of why you are not satisfied with this resolution.]

Regards,

Dear Revdex.com,I sought the tax counsel of, Wall and Associates, on inquiring

as to the possibility of expediting the completion of my income-tax debt

obligation agreed upon by the IRS and myself seven years ago. We were recently

attempting to refinance our homes under the [redacted] program, however due to the

IRD liens, it is currently not feasible. I inquired as well to the legal length

of the obligation aforementioned, as I believe it to be no more than 10 years

as told to me by the IRS in 2008. The Walls and Associates representative ( **

[redacted]) I meet with on two separate occasions subsequently informed my

wife and I that we would have to “pay our IRD debt back in the previously

agreed upon monthly payments for the rest of our lives.” He was a very

confident and convincing man, and we trusted the advice of a seld-described tax

expert-with such sincere accouterment. As worrisome as this news sounded, **

[redacted], quickly followed up with a possible and effective solution: only

five-thousand dollars down, and he would ensure the immediate closure of the liens

within just three weeks, allowing for [redacted] refinancing. During both meetings

with, [redacted] at the [redacted] office, and the [redacted]

office, he promised that for our initial investment of five-thousand dollars,

he could “guarantee the settlement of my IRD debt at a minimum of ten percent

of total tax debt, but he probably could get the IRS to agree to 6 percent total

tax debt or less.” I explained in detail my current IRS repayment plan, to **

[redacted], and conveyed to him that the only reason for the consultation was to

facilitate the complete closure of my tax debt- at this point believing it to

be an indefinite and life-long expenditure. As well, I was told that I could

not qualify for an offer in compromise because I had too many assets. He immediately

followed by ensuring me I had been misinformed; “that if I had had personal

hardship during the tax years in questions he would be able to settle with no

issue whatsoever.” I told [redacted] that I qualified for hardship due to 2 hip

surgeries. However, if any of the relevant documents pertaining for financial

statements, bank accounts, and the accompanying forms required on my first

payment agreement with the IRS, I would not be interested in settling on “hardship

verification.” He assured hastily that those aforementioned documents would be

simply referenced from the first payment agreement, and little work would need

to be done that has not already been completed by the IRS and myself. He also

coached me on “not disclosing all of my assets for at least three weeks after

the IRS have confirmed receipt of payment, which would keep it legal.”Finally, on top of the five-thousand dollar down payment, I would

need to pay six-hundred and fifty dollars per month for up to 6 month, but more

than likely, only 3 months. After we had agreed upon the plan of action, he

instructed me to “stop payment immediately to the IRS, which I followed- as he

was my hired legal counsel.” He then reiterated he would settle for less than

ten percent, but more than likely six, he asked for our addressed, so we gave

him our legal address: [redacted], which is where my taxes

are paid through. However, we asked him to mail all paperwork to our second

home: [redacted]. Wall and Associates then mailed all subsequent

paperwork to our [redacted] home, and so we never received them where he had

requested them to be sent in a timely manner.June 14, 2015, we discovered the paperwork at the [redacted]

home and promptly mailed to Wall and Associates all the relevant documents they

had asked for. An employee of Walls and Associates ([redacted]) then contacted us

and said she had just received the mailed documents required and sent in by my

wife and myself. [redacted], seemed politely bewildered over the phone, asking us

why we had initiated the counsel of [redacted], in the first place; we were then

that that all of what [redacted] had counseled was untrue. Following, she

informed us that Walls and Associates could in no way get on an offer for less

than twenty-four thousand dollars, or forty-two present from the IRS; nothing

could possibly be such a sure thing as, [redacted] had ensured with complete

confidence. [redacted] told us that our previously

arranged payment plan with the IRS was a “great deal” and that if I was to

reinitiate the payments, the 2006 tax year in question would drop off in 2017,

the 2007 tax year in question would drop off in 2018, and the 2008 ytax year in

question would drop off in 2019. “Subsequently it would make little sense to

open a compromise offer, as it would drag out my payoff time considerably.”Understandably confused, I requested my five thousand

dollars back, as the services promised were not the services rendered. Kelsie,

said, “I have nothing to do with the money side of things, but I will forward

your request to the deciding party pertaining to a refund of monies paid.” A

third representative by the name of [redacted], hastily then contacted my wife

several times, finally concluding after many days of waiting and correspondence

that the services rendered were legitimate, and no amount shall be refunded;

ending her call, [redacted], said “just be glad you are not required to pay the

six-hundred dollars per month, as required by the agreement.” I wish for the

Revdex.com to arbitrate in this case, and am considering legal

recourse. The work of a charlatan colluding in a tax-resolution professional’s

clothes and accouterment id downright illegal, and simply service promised and

paid for is in no way equal to services rendered- or in this case lack thereof entirely.

Furthermore, the message and counsel of representatives A ([redacted]) is in

direct conflict with representative B ([redacted]). Representative C ([redacted])

finally finishes the job by callously denying refund. We were spun around,

inevitably arriving at the exact place we started, worse off, and five thousand

dollars less, this sounds like bait and switch technique, and according to all

the other similar complaints related to Wall and Associates, a class action

seem well in order. Thank you for your time and consideration.

Business

Response:

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

above referenced additional comments received on August 3, 2015 (copy

[redacted]). We are sorry to hear that our previous response did not resolve Mr.

[redacted]’ complaints. In Mr. [redacted]’ most recent complaint statement, it declares that

they were promised that liens would be removed from their home immediately.

There are ways to remove liens with the IRS, however, they require a specific

need (sale of a home, or refinance in most cases) for them to be considered and

the proper documentation to accompany the request to verify the basis of the

application. In both instances the IRS would want to receive any left over

money as payment on the tax debt. 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 the clients are

upset that the lien remains on their home and are unable to obtain the

refinance [redacted] loan. However, if the issue would have been addressed to his

case team by Mr. [redacted], the removal options would have been reviewed and

discussed with the clients, as the team would have initiated the proper request

to the IRS for the [redacted]’ to obtain the [redacted] refinance loan. It is important to

note though, that this issue was never brought up to the case team by the

clients. Mr. [redacted]’ most recent comments again discuss his displeasure with the

Collection Statute Expiration Date (CSED) with the IRS. We understand the

[redacted]’ concerns regarding this and it is impossible to know when the Collection

Statute Expiration Date (CSED) will be without obtaining the proper information

from the IRS. CSED’s can be extended by numerous things with the IRS and will

not allow us to provide an exact date to our clients until we obtain the

necessary information from the IRS. This is not information that can be

accurately provided to a client during the initial meeting with our office

since it requires obtaining signed Power of Attorney forms, and correspondence

with the IRS. Mr. & Mrs. [redacted] contacted our company seeking assistance

with resolving their tax debt. Our office quickly began working on obtaining

the details on their liability and answered all questions Mr. and Mrs. [redacted]

had regarding their liability and the IRS Collection Statutes. We advised them

of the current Installment Agreement and what could be expected from the IRS.

We additionally discussed with them the IRS Offer in Compromise program and how

it would affect the Collection Statutes. There are still options available to

ultimately resolve the [redacted]’ tax liability. We would further like the

opportunity to discuss these options with Mr. and Mrs. [redacted]. Additionally, Mr.

[redacted] contacted our office directly on July 24, 2015. I personally spoke with

him on July 24, 2015 and July 27, 2015 regarding his concerns. Mr. [redacted]

informed us that he had received a bill form our accounting department for the

July monthly payment. We indicated to Mr. [redacted] that it was sent in error and

that we would immediately and have that billing removed. This was immediately

done and removed from Mr. [redacted]’ account. During the conversation, we notified

Mr. [redacted] that we would be willing to resolve his concerns. Mr. [redacted] indicated

to us that he had initiated a chargeback with the credit card company for the

fees paid to Wall & Associates, Inc. for the services rendered. It was

requested that in order for us to move forward and amicably resolve his

concerns through the Revdex.com or direct communication, he would need to withdraw the

chargeback. To date, we have not received documentation from the credit company

regarding a chargeback initiated by Mr. [redacted]. During the conversation Mr.

[redacted] voiced his concerns regarding our associate Mr. [redacted] and how he felt as

though he was misled by him to hire our services. Furthermore, on July 27,

2015, our office received a phone call from Mr. [redacted]’ bank regarding the

chargeback he initiated. At this specific time, we have not received the formal

chargeback notification; however, we were provided with a case number for the

chargeback inquiry Mr. [redacted] initiated with his bank. We again request that Mr.

[redacted] withdraw any chargeback inquiry completed with his banking institution so

that we can move forward and amicably resolve his concerns through the Revdex.com or

direct communication. We would like to move forward with the resolution of the

[redacted]’ case as there is still work to be completed to resolve their tax

matters. We would be glad to discuss the case further and the work that was

performed on their behalf. We are also open to discuss the options for fee

consideration with them so that we can continue work on this matter. 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. We are willing to offer

Mr. [redacted] a refund of $500. We make this offer not as an admission of liability

to the client, but only to resolve any complaint or misunderstanding. Please

note however, that if a chargeback notification is received in our office we

will have to rescind the refund offer. We completed necessary account research

and review of IRS information in order to professionally advise the clients of

their options with their tax matter. If Mr. [redacted] agrees to this refund, we ask

that he contacts us directly so that we may initiate the refund 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

Consumer

Response:

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

[Provide details of why you are not satisfied with this resolution.]

Regards,

They offer to pay us $500.00. They are trying to come up with all sorts of things to make it seem as if they were doing what we had asked of them. It is not true. [redacted]s also had agreed to send us a summery of our last discussion and she failed to do that as well. I am not going to allow them to steel $5000.00 for something they had no way of doing in the first place. She keeps acting as if It is a misunderstanding. Not so. We were lied to to get our money for promises from [redacted] that could not be kept. I now have been contacted 4 times by IRS which is exactly what I was told would not happen. It seems that they really like to set people up. It would be good business practice to return some ones money when they can't provide the services promised.

Review: I have asked this company to resolve issues for settlement that I have with the [redacted] and the state of [redacted]. I was advised that these issues would be addressed and I would be advised of the outcome. I was also advised that it could take time. I am now seven months out and have supplied the same information several times and now have paid out approximately $5000 and have received no resolution. I am on disability and have struggled to provide the money for this to be resolved. I am now considering stopping the automatic payments and take the loss but what bothers me is what happens to the time and investment I have already done. I am at my wits end trying to do the right thing and am no better off than $5000 ago. Please help me!Desired Settlement: I would either like this issue resolved and concluded or a full refund.

Business

Response:

We are writing in timely response to the above referenced complaint received on November 7, 2014 (copy enclosed). **. [redacted] sought out and hired our services in April 2014 for administrative tax representation. Our office has worked diligently with the [redacted] and the [redacted] of [redacted] to work toward resolving her tax matters. Below is a summary of work performed on her case. We received the case for administrative tax representation on April 24, 2014. We phoned **. [redacted] that day, but were unable to reach her; however, we did leave a message that requested a return call. A letter was also mailed that day that introduced her to the case team and provided information concerning some items to expect over the course of the case. Also on this date, Power of Attorney (POA) for** were filed with the [redacted]) and the [redacted] of [redacted]. A letter was then mailed to the [redacted] that requested a temporary hold on collections. We spoke to [redacted] Depart[redacted] of [redacted]) to attempt a levy release; however, we were informedthat the previously filed POA for** had not yet processed. We also spoke to the [redacted], and learned of an approximate balance of $9,858.45 for tax years 2006 through 2012, due to inadequate tax withholdings. We further learned that Form [redacted], for 2013 was unfiled. We were able to speak to **. [redacted] later that day, and discussed initial information regarding her tax matter. **. [redacted] informed us that the [redacted] wage garnish[redacted] was no longer active because this was submitted to a previous employer. **. [redacted]also requested that we refer her to [redacted] for tax preparation of the unfiled returns. We then scheduled a follow up call for May 5, 2014.We spoke to a representative with [redacted] the next day, and were informed of an estimated balance of $6,440.03 for tax years 2006, 2007, and 2011. We also learned that the individual tax returns were unfiled for years 2008, 2009, 2010, 2012, and 2013. We were informed that a monthly Install[redacted] Agree[redacted] could be established in the amount of $275 per month for 24 months. We further learned that [redacted] had place a wage garnish[redacted] on the account. We spoke with **. [redacted] that day, and discussed all available options for the [redacted] tax liability. **. [redacted] again confirmed that the wage garnish[redacted] was not active with her current employer. On May 1, 2014, a letter was mailed to **. [redacted] that requested certain financial docu[redacted]s. [redacted] account transcripts were ordered for each tax year, and a wage and income transcript for 2013 on that date. We also attempted to contact **. [redacted] to further discuss her tax liability, but had to leave her a message. We were able to speak to **. [redacted] later that day, and she informed us that she was not a resident of [redacted] during tax years 2009 and 2010, and would provide us with proof of such. A referral was forwarded to [redacted] as well that requested them to contact to **. [redacted] for further discussion of tax return preparation. On May 5, 2014, we spoke to **. [redacted] at the scheduled time. We discussed the unfiled tax return for both the [redacted] and [redacted], and informed her that the returns must be prepared before we could move forward with her resolution. During this call, **. [redacted] again informed us that she did not reside in [redacted] for the entire year of 2009, and returned as a resident during 2011; however, she did have earned income from [redacted] during that entire time frame. We discussed other available options for tax preparation due to her current financial position. We finalized Form[redacted] for Individuals, with the information **. [redacted] had provided and prepared her Offer in Compromise documents. A letter was then mailed to her with the Offer in Compromise paperwork along with a list that requested all supporting financial documents. A letter was also mailed informing **. [redacted] what tax returns were required to be filed. Another letter was mailed on this day informing her of [redacted], ocations in her area that provided free or low cost tax preparation to certain taxpayers. We attempted to return a call to **. [redacted] on May 12, 2014, but had to leave a message. We were able to speak with her on May 14, 2014, and addressed her concerns with the previously mailed Offer in Compromise. We spoke with **. [redacted] the following day, May 15, 2014, and discuss the previously submitted [redacted] referral to which she requested contact as soon as possible for further consultation on tax preparation. **. [redacted] also informed us that she resided in Texasduring the years in question with the [redacted] We spoke to the [redacted] and again ordered the wage and income transcript for 2013. We spoke to **. [redacted] on June 6, 2014, and informed her that Atlas would need pay[redacted] in order to proceed with the preparation of her returns and also provided to her the contact information for pay[redacted] of [redacted] Service. A letter was then mailed to inform her that we had received the previously requested docu[redacted]s. On June 18, 2014, we reviewed the [redacted] Offer in Compromise for finalization; however, the 2013 return had not yet been prepared. A follow up with [redacted] was conducted, and we were informed that they were still preparing the returns. The original financial docu[redacted]s that **. [redacted] had previously provided to us were mailed back to her on July 3, 2014. We spoke to **. [redacted] on July 14, 2014, and she informed us a bank garnish[redacted] had been placed on her account by the [redacted]. We requested her to forward us a copy of the [redacted] garnish[redacted] notice, and we would attempt release of this levy. We also informed **. [redacted] that we had just recently received the signed tax returns for processing. We addressed herconcerns with compliance issues and the necessity of such. On July 16, 2014, we mailed the 2013 tax return to the [redacted] for processing and also mailed the 2009, 2011, 2012 and 2013 tax returns to [redacted] for processing. We received a copy of the [redacted] garnish[redacted] that **. [redacted] had provided to us on July 17, 2014. We attempted to follow up with **. [redacted] that day, but had to leave a message that requested a return call. We were able to speak to **. [redacted] later that day, and informed her that we had forwarded the tax returns to both the [redacted] and the [redacted] Depart[redacted] of [redacted] for processing. We also informed her that we would continue to attempt release of the bank garnish[redacted]. We attempted to contact **. [redacted] on July 24, 2014, but had to leave a voicemail message. On July 25, 2014, we finalized and mailed the Offer in Compromise to the [redacted]. A letter was mailed to **. [redacted] informing her of the Offer submission. On July 28, 2014, we contacted [redacted] and were informed that an install[redacted] agree[redacted] in the amount of $300 per month would have to be established as pay[redacted] for the balance. We again spoke to the [redacted] Depart[redacted] of [redacted] on August 5, 2014, and were informed that the ** for tax year 2009 would need to be provided to them in order to dispute the balance. We spoke with **. [redacted] on August 6, 2014, and she informed us that [redacted] had attempted to contact her directly. We addressed her concerns, and informed her that we would provide the requested **. A letter was mailed to **. [redacted] on August 8, 2014, that reminded her to provide us with copies of any notices she received. We contacted the [redacted] again on August 11, 2014, and were informed that the agency would need copies of the most current three months of bank [redacted]s so they could forward to manage[redacted] for review. We also contacted **. [redacted] and requested a copy of the requested bank [redacted]s. **. [redacted] informed us that she was attempting to obtain the bank [redacted]s through an online service, but was unable to complete the process. We attempted to assist her in obtaining the bank [redacted]s while on the phone with **. [redacted]; however, her computer did not have the proper software. She informed us she would attempt to download the software, and then contact us again. We spoke to **. [redacted] the next day and she informed us that she could not obtain her bank [redacted]s from the online [redacted] provided by her bank, but the bank could E-mail them to us upon her request. We provided her with our E-mail address to provide us with the requested information. We spoke to **. [redacted] later that day, and she informed us that she could not provide the [redacted]s to us via E-mail correspondence, but could fax them to us. We then verified that she had the fax number to provide us with the requested docu[redacted]s. We spoke to **. [redacted] the following day, and informed her that we still had not received copies of the requested current three months of bank [redacted]s to provide to [redacted]. We requested that she follow up with her bank and contact us back. On August 13, 2014, we forwarded the requested ** to the [redacted]. On August 18, 2014, we received and forwarded the requested bank [redacted]s to [redacted] and also spoke to **. [redacted], during which she informed us of an [redacted] notice she received stating that her 2013 refund had been applied to the outstanding balance for tax year 2006. During this call, we also addressed **. [redacted]’s concerns regarding the refund. On August 19, 2014, we spoke to the [redacted] and they had not received the requested docu[redacted]s we previously provided to them; therefore, we again forwarded the docu[redacted]s. We were able to speak with [redacted] again later this day, and were informed that the docu[redacted]s were forwarded to manage[redacted] for review. We then spoke with the manager and he informed us that **. [redacted] had spent money on ite** that were not necessities. We were informed that the bank levy would not be released, and an install[redacted] agree[redacted] must be established in the amount of $142 per month for 48 months. We spoke to **. [redacted] August 27, 2014, and informed her of the possible resolutions for the [redacted] balance. **. [redacted] informed us that she refused to pay any amount to the [redacted]. We followed up with [redacted] following our call with **. [redacted] and were informed thatthere were no pending garnish[redacted]s and that the bank garnish[redacted] funds had already been submitted to them. We spoke with **. [redacted] later that day, and requested medical docu[redacted]s to further assist us with her resolution. We attempted to contact **. [redacted] on August 28, 2014, but had to leave a message requesting a return call. We spoke to **. [redacted] on September 3, 2014, and discussed the [redacted] Offer notice that she had received. We then mailed a follow up letter to **. [redacted] on September 12, 2014, that informed her of the status of her case. On October 2, 2014, we finalized and mailed [redacted] Offer in Compromise docu[redacted]s to **. [redacted], and also requested additional financial docu[redacted]ation. We attempted to contact **. [redacted] on October 23, 2014, but had to leave a message. We attempted to contact **. [redacted] again on November 6, 2014, but had to leave another message. We would like to move forward with the resolution of **. [redacted]’s case as there is still work to be completed to resolve her tax matters. To our knowledge, the Offer in Compromise is still open and pending with the [redacted] and the [redacted] Offer can be submitted as soon as **. [redacted] returns the signed docu[redacted]s. We would be glad to discuss the case further and the work that was performed on her behalf. We are also open to discuss the options for fee consideration with her so that we can continue work on this matter. It is [redacted]l for our office to represent and negotiate the Offers in Compromise to ensure that **. [redacted]’s cases are being properly represented for the ite** claimed in our original submissions.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely, [redacted]

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,

Review: I hired the firm to handle a tax related issue. Paid a large amout down and agreed to a monthly payment until the issue was resolved.

3000.00 plus down and 350.00 per month.

The firm was successful in suspending the wage garnishment, but it stopped there. Month after month they continued to charge the monthly fee and do nothing. My wife and I were asked to fill out the same forms as a stall tacktic to continue the monthly billing. Even after sending what they asked for they returned with the wrong information over and over again. They made no attempts to contact the [redacted] as discussed in the original meeting. In the end I paid the entire amount to the [redacted], over $49,000 in June and they continued to charge the monthly fee until August. Had I not canceled the debit card they charged they would still be charging. They even called me in Sept. asking why my card declined. I have been requesting refunds since June since I no longer needed their services and they still continued to charge me and send me forms they say I needed to complete.Desired Settlement: Full refund.

Business

Response:

Dear [redacted],

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

October 4, 2014 ([redacted]). [redacted] sought out and hired our services in January

2014 for administrative tax representation. The case team rapidly acted on [redacted]’ case

upon receipt and began working towards resolving the tax liability.

We began work on the case on January 22, 2014. We contacted the clients via telephone

that day, introduced the team that would be working with them and discussed the case. In

addition, [redacted] expressed to us that the current [redacted] wage levy has been placing him in

a severe financial hardship and the team re-assured him that we will do everything we can to

release it.

The same day we sent an introductory letter to [redacted] to explain aspects

of the resolution process with the taxing authorities. An E-mail message with our contact

information and the team members’ names was also sent to [redacted] per his request. We

then immediately proceeded with filing the Power of Attorney (POA) forms to the Centralized

Authorization File (CAF) Unit with the [redacted]).

We then contacted the [redacted]) and were informed

that 2008 and 2009 Civil Penalty balances totaled to approximately $46,695. During the call,

we were able to successfully negotiate a full release of the wage levy against [redacted]

wages. The team also requested copies of [redacted] Account Transcripts for the years in question.

We then immediately contacted [redacted] via telephone and E-mail and advised him of the

levy release. Additionally, we requested specific financial information that we would need to

review possible resolutions to the case. A letter was then mailed to the [redacted] requesting that the

account be placed in a Currently Non- Collectible status.On January 30, 2014, we again phoned [redacted] and left a voice message. On

February 5, 2014, we left another message. We did speak with him on February 6, 2014, and

were able to schedule a conference call for February 17, 2014. A reminder letter was then

mailed to [redacted] via postal mail and E-mail.

The team then worked to prepare [redacted] form 433-A, Collection Information Statement

for Wage Earners and Self-Employed Individuals, based on all of the information we had

received from the [redacted]to date. On February 17, 2014, the case team contacted [redacted]

for the scheduled conference call. We were able to discuss the financial information that was

needed to finalize form 433-A, as we had not yet received those documents. [redacted]

advised that he would gather the required documents and forward those to our office. We also

discussed their previous bankruptcy filing and gathered information about [redacted]'

childcare expenses. We requested that [redacted] keep us informed if they were to

experience any changes in their income or expenses, as these actions may affect the course of

their case.

On March 7, 2014, the team sent [redacted] a letter reminding them of the

2013 Form 1040 filing deadline and if needed we could assist them with having an extension

filed by [redacted]. We then discussed this matter with [redacted] via telephone and

he advised the team that he would not need an extension this year, as his accountant was

working on the return.

The team continued to work on [redacted]’ financial statement to plan for

resolution. After we updated the financial statement using the current paystubs received, we

then mailed [redacted] the updated Form 433-A on March 28, 2014 for their review.

We received a call from Mrs. [redacted] on April 1, 201 advising our office of financial

changes forthcoming. Pursuant to our discussion, Mrs. [redacted] advised that she would forward

documents to substantiate the additional expenses. The case team continued to work with Mr.

& Mrs. [redacted] on additional changes to their financial statement. On April 8, 2014, we

contacted the clients to advise that we had not yet received the documents we discussed

previously and left a voice message. We received a call back from the clients, but the call

dropped before we could speak with them. We immediately called Mr. and Mrs. [redacted] on

all available telephone numbers and left multiple voice messages.

In April 2014, our company was alerted to the existence of ongoing phone scams in the

U.S. in which callers posed as [redacted] employees demanding immediate payments. As a courtesy,

we mailed a letter to the [redacted]’ making them aware of this scam and asking them to refrain

from engaging with anyone requesting direct funds. We forwarded this letter to Mr. & Mrs.

[redacted] on April 9, 2014 to make them aware of the danger posed by the scam. After

performing a case review, we determined that we still had not received the reviewed Form 433-

A from Mr. and Mrs. [redacted]. We sent another copy of the form to [redacted]’ E-mail

address requesting he review and notate the changes we previously discussed.

We were able to speak with [redacted] on May 23, 2014. We further discussed his

financial situation and expenses during this call. [redacted] requested that we E-mail the

financial statement to his spouse and copy him on the message. The team then made further

changes to the financial statement per [redacted]’ suggestions, and sent the letter via E-mail to both clients. Per our review of the form, we discussed options with [redacted] for his case.

He also told us of further changes he wished to make to the form.

We received a call from [redacted] on June 10, 2014 and he advised the team that he

had arranged to sell his property and that the closing date was July 27, 2014. We discussed the

Federal Tax Lien that had already been filed by the [redacted] on the property in question. The team

explained what typically happens in the event of a property sale with Federal Liens [redacted].

The team explained to [redacted] that we were still working towards planning for a viable

resolution to their tax debt and that our office could place a request with the [redacted] to remove the

current tax liens but that it was not guaranteed they would be removed.

We had another lengthy conversation with [redacted] on June 10, 2014 and explained

that it is unlikely the [redacted] could process and accept an Offer in Compromise by the closing date.

We discussed other options with him for the removal of the lien, such as Lien Withdrawal, Lien

Discharge and Fresh Start Installment Agreement Lien Withdrawal with the client. The team

then continued to further research this matter and we again spoke with [redacted] on June

12, 2014. We discussed the possible options to have the lien released or removed with Mr.

[redacted]. The team also explained the penalty abatement process to [redacted].

The case team received copies of [redacted]’ [redacted] Account Transcripts on

June 18, 2014 from the [redacted]. We also spoke with [redacted] the same day and explained that

we were working on providing him with the list of current balances due and penalties on the

account. The team then continued with the review of Mr. and Mrs. [redacted]’ [redacted] transcripts.

We again spoke with [redacted] on June 19, 2014 and provided him with the balances for

Form 1040 and Civil Penalty liabilities, as [redacted] previously requested this information.

The team again discussed the upcoming closing on the property with [redacted]. We

explained that, normally, the [redacted] would retain the funds covered under the Federal Tax Lien

and release any remaining funds to the taxpayer in conjunction with the property sale. Mr.

[redacted] then requested to speak with a supervisor and the team supervisor immediately joined

the conversation. [redacted] advised that he wished to pay off the [redacted] balance. We further

discussed that option and then E-mailed [redacted] copies of his [redacted] Account Transcripts.

The team received a call from [redacted] on June 24, 2014. [redacted] requested

directions for sending the proceeds from the sale to the [redacted] and the team discussed the process

with him. The team then advised [redacted] that we could also submit a request to the credit

reporting agencies in order to have the liens that were released removed from his report or

reported as released to improve his score. We explained to [redacted] that we could also

submit a request to remove penalties and corresponding interest from his tax account. He

advised us that he would think about whether he wants to pursue those options and would then

contact us back with his decision.

The team contacted [redacted] and we again discussed his options now that the home

was being sold. [redacted] advised that he wished to have us perform the credit clean-up

process and send in a penalty abatement request on this account. The team then inquired about

the lien release notices, which [redacted] should have received by that time. [redacted]

advised us that he did not have the lien release certificates. The team then mailed Mr. & Mrs.

[redacted] credit clean up authorization forms. We received another call from [redacted] on July 21, 2014. The team discussed the

credit clean up forms with him. The team again reviewed the case file and determined that we

have not yet received the credit clean up forms or the lien releases from [redacted].

The team contacted [redacted]’ Lien Department and requested copies of the lien releases to be

forwarded to our office. The team also prepared and submitted a penalty abatement request to

the [redacted].

We spoke with [redacted] on August 15, 2014 regarding his case and the current

status. We again spoke with him on September 5, 2014 and advised that we still had not

received the signed authorization forms we sent to him so that we could communicate with the

credit agencies and complete the credit cleanup process. We mailed [redacted] another copy

of credit clean up authorization form on September 15, 2014. The same day the team manager

contacted [redacted] to discuss his concerns regarding his case. [redacted] believed his

case was complete. The manager explained that his case was still open and active as all of the

required steps had not been completed. It was further explained to [redacted] that we needed

the credit clean up authorization forms back from him. [redacted] then informed us that he

did not wish to pursue the credit cleanup process and that he wished to close out the case. In

addition, [redacted] advised that he had not received any of the letters previously sent to his

mailing address which we verified.

The same day the team ordered [redacted] Account Transcripts for Forms 1040 and Civil

Penalty for 2004 to 2013 period. The case was then forwarded to upper management for a final

review before closure. Our accounting department was also notified of the submission. We

also sent [redacted] a letter confirming that he did not wish us to proceed with the credit

clean-up process.

The team received another call from [redacted] on September 16, 2014 and Mr.

[redacted] advised us that he was promised a complete refund of all fees paid to our company by

one of his caseworkers, and we informed [redacted] that we did not have such a conversation.

[redacted] was immediately referred to our Client Services Group to further address his

concerns and request for a refund.

We were unable to complete the full work on the case that we normally complete for

clients. Furthermore, there are options to review with the [redacted] for penalty abatement on the

case which could result in refunds to the client. We would be willing to offer that service at

no fee to [redacted] if he wishes.

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

time and assistance with this matter.

Sincerely,

Wall & Associates, Inc.

Review: On March 19, 2014 we contracted Wall & Associates to represent us in an IRS audit. [redacted], the Wall associate assured us that, upon receipt of $5,000.00 a "team" would expedite our case with the IRS and we would be kept informed of all progress toward a fast resolution. My husband called weeks later and was informed that one member of the team "dropped the ball" and didn't "do anything" with our file when she received it. It was then that Wall requested more information (in addition to the file (2010 and 2011 taxes and all receipts we had provided [redacted]). My husband made it clear that we had given all we had, which was very substantial. On April 8th I called and spoke with [redacted]. She told me that very little had been done and the IRS may not change any of the amount owed. She then admitted to me that Wall did nothing for weeks, but she assured me that I would receive weekly updates from that point on. I did not receive any calls or emails until June 2 when I stopped the $500.00 monthly payment. She then claimed that she had tried to call the school where I teach, but could not reach me. This is a blatant lie since all phone calls are recorded by our secretary and none were received from anyone at Wall Associates. We called the IRS and found that Wall has only sent one letter to them. However, the time to appeal our deductions has now passed since Wall procastinated so long.Wall Associates prey on people who are already upset by being audited and desperate for help. Their false promises and delaying tactics are designed to bilk as much money as possible from unsuspecting people.Desired Settlement: $5,000.00 initial fee refund$500.00 May, 2014 refund

Business

Response:

Dear [redacted],

We are writing in timely response to the above referenced complaint received on June 9,2014 (copy enclosed). [redacted] sought out and hired our services in March 2014 for administrative tax representation. The case team rapidly acted on [redacted] case and sent the necessary IRS Power of Attorney Forms for processing.

Upon receipt of their case we contacted them to go over the initial case information received and spoke in detail with [redacted]. He did not have much time to speak with us and asked that we E-mail him our contact information. He also requested that we speak only with him as his wife was ill and he would like to be the one handling the case. We tried to schedule a conference call with [redacted] to discuss the case after contacting the IRS and he asked that we just attempt to call him the following week. The Power of Attorney forms were immediately filed with the IRS to notify them of our representation. We also filed the North Carolina Power of Attomey forms on March 26,2014. We then contacted the IRS and were informed that there were no current balances due for Form 1040 but that the 2011 tax period had a Notice of Deficiency issued in 2013 with no adjustments made. The IRS informed us that the 2013 Federal Return remained unfiled. Per the initial information we were advised that the 2011 and 2012 tax period were currently under examination but we were given no contact phone number to reach the agent at.

We spoke with [redacted] again on April 1, 2014 and he advised that we would be calling him for the conference call as his wife would not know the answers to the questions we would be asking. We called [redacted] on April 2,2014 in order to hold the conference call with him. We went over his financial statement with in detail in order to work toward resolution of the balances once they post. We sent a letter to him requesting supporting documents for the financial statement that

day. We also advised him that we would contact the IRS to try and secure copies of the examination reports. We scheduled another call with him on April7,2014 at4:45pmEST. He again reiterated that he wanted us to only be speaking with him and not his wife. He asked that we call him at work for the scheduled call. We contacted him on April 7, 2014 for the scheduled call and left a message asking him to call us back to reschedule it.

On April 14,2014 we spoke with [redacted] about the Notice of Deficiency he received from the IRS for the 2011 tax period. We went over the Notice with him in detail and explained that the IRS is disallowing his charitable donations, medical costs, unreimbursed employee business expenses. [redacted] advised that he had given all the information that he could provide to [redacted] when they initially met. We were able to secure the information from him on April 16, 2014. We received a message from [redacted] on April 14,2014 and we returned the call and left a message. We advised [redacted] on April 16,2014 that we had received the documents and were looking through them.

We received a phone call from [redacted] on April 22,2014 and he advised us that he had mailed us a copy of the Notice of Deficiency. We again went over with him that we needed proof of the charitable donations, medical expenses, and the unreimbursed employee business expenses in order to argue the assessment. When we spoke with [redacted] again about this on April 29,2014 he advised us that his wife may have to quit her job soon due to the health issues.

We went over the Notice of Deficiency once received by us from [redacted] on May 1, 2014. We determined that the examiner is disallowing medical expenses claimed in the amount of $18,043, charitable donations in the amount of $22,580, and unreimbursed employee expenses in the amount of $5,690. We called and spoke with [redacted] that day about the notice in detail. We explained to him that we have the substantiation that he had previously provided to the examiner but that it is not sufficient. We asked that he send us more proof regarding these expenses so that we may argue the assessment. [redacted] advised us that the information we had was alt that he could provide to substantiate the claimed expenses. We spoke with him about the needed financial information in order to proceed with resolution of the debt if he cannot substantiate the expenses further to argue the assessment. We advised him that we would contact the examiner to see if there was anything else that could be done to lower the balance. We called North Carolina that day to verify that there were no balances on the account.

They advised that is the case and that the 2013 State Return was showing as unfiled.

We received an E-mail from our accounting department that [redacted] had concerns regarding his case progress on May 7 ,2014. We called him that day on all phone numbers on file and left messages for a return call. We received a return call from [redacted] on May 8, 2014. We explained to him that we called and left him messages for a retum call the day before to address his concems. He stated that he was aggravated that we did not provide the information that he had given [redacted] before the Notice of Deficiency was issued. We explained to him that this information had previously been provided to the examiner by them and she had made adjustments based on that. We advised him of the tax court deadline and that we can continue to work with the examiner if they can provide additional information to us. We talked with [redacted], the Examiner, that day and she confirmed that the information we had was previously given to her by the taxpayers. She stated that she would be willing to review additional information and stated that [redacted] and [redacted] could provide the following; a letter from his employer indicating that he is not reimbursed for mileage and a more detailed mileage log, a letter from [redacted] employer stating that she regularly contributes supplies and such to the school as a donation, and any other medical documentation they may have for tax year 2011. We spoke with [redacted] in detail about the information needed and we asked that he put together a more legible mileage log in order to provide to the examiner. He asked that we send back the information he previously supplied and he would do this. We sent that to him that same day. We discussed with him about the charitable contributions and he stated that he failed to keep receipts of the goodwill donations. He also advised that he didn't keep receipts of clothes that were donated to children. He had an intemrption at work and asked that we Email him what we need. We E-mailed him that day. We spoke with [redacted] that day in detail about the case as well. We explained to her about the audit and the need to provide proof of the expenses claimed. She advised that she had not kept receipts of the items she had donated to the school and will be doing so from now on. We talked with her about getting letter from her school verifying that she regularly donates and we can try an argue an average amount with the auditor. [redacted] requested that we send her an E-mail whenever we send anything to the IRS or work with the examiner on the case and we agreed to do this for her. We spoke with [redacted] and advised her that we would respond to the Notice of Deficiency and send a Freedom of Information Act request the next day in order to secure information from the examiner. We were able to speak with the examiner that day and received information from her regarding the exam so we did not need to respond to the Notice of Deficiency or send a Freedom of Information Act request as previously discussed.

We spoke with [redacted] again on May 12, 2014 in regard to the information we needed to provide to the examiner. He advised that he was working on gathering the information for us and would provide it to us in the near future. We advised him that the last possible day we could send the information to [redacted] was July 8,2014.

We received an E-mail from [redacted] on June 2, 2014 again stating her dissatisfaction with movement on her case and threatening to contact an attorney. That day we called [redacted] school and did not have a direct extension to get through specifically to her voicemail. We were given options of other employee's voicemail and did not leave a message as this is private information. We called [redacted] on his cell phone and spoke with him immediately after. We advised him that we had attempted to contact her at the school that day and could not properly get through to her. He advised that he had no more information to send regarding arguing the assessment. He then stated that he would have his wife call us about her concerns. We responded to [redacted] via E-mail to advise her that we attempted to call the school and could not get through to her and asked that she call us. We sent their case through our client services group that day due to the request for a refund and third party threat. We were then advised by our accounting department that the client's case had been placed into a non-working status due to a delinquent payment on June 6,2014.

We also would like to address the specific complaints by [redacted] in the Revdex.com Complaint received June 9, 2014. Per our conversation with the IRS and Tax Examiner [redacted], we were advised that the information [redacted] and [redacted] provided previous to our representation was insufficient and created a tax delinquency. We had requested additional information from the clients in order to properly argue the assessment by [redacted] per the wishes of [redacted] and [redacted]. In May of 2014 [redacted] and [redacted] eluded to the fact that they had additional information and would be sending it. Once this information would have been received we would have forwarded this to [redacted] in order to argue the liability. Unfortunately, without this information we have little to argue on the liability that the IRS is assessing. The first occasion in which [redacted] spoke with [redacted] was on May 8th, 2014. During that conversation she explained the case in detail to [redacted] as we had previously been told not to correspond with her per her husband. She agreed to send an E-mail to [redacted] when work was performed regarding the case and current audit. We again were not able to provide anything to [redacted] as it was not provided by the clients. In no point during that conversation did [redacted] advise [redacted] that nothing had been done on the case. The case was actually thoroughly discussed with [redacted] in regards to the examination and case progress. [redacted] did state to [redacted] that if they are unable to provide us the necessary documentation proving the expenses claimed on the tax refurn it will be unlikely that the IRS will lower the balance owed through the audit. Weekly updates were not discussed as the team knew that they needed information from [redacted] and [redacted] to argue the assessment and would not have a detailed update until they provided this information. When dealing with taxpayers that owe the IRS or State Department back taxes we do not make it a habit to leave messages or speak with unauthorized individuals. This is the reason no voicemail was left for [redacted] at her school. We would have left a message for her had it been her personal voicemail, Had the secretary answered the phone and not an automated system we would have left a general message for [redacted] to return our call. We did respond to her Email immediately after and spoke with her husband. Please be aware that per the Notice of Deficiency dated April 9,2014 the deadline to petition tax court is July 8,2014 and we have advised [redacted] that we can provide additional information to [redacted] prior to that date. Again, to date we have received no additional information from the clients in order to argue this assessment.

We have worked very hard on this case for the time we have represented [redacted]. Unfortunately, given the fact that we work with the Internal Revenue Service regarding serious tax matter, we cannot provide guarantees to any client that their case will resolve in a specific way. Just as any doctor cannot guarantee cures for any medical ailment.

There are many options available to resolve the outstanding balances due the IRS and North Carolina and we request that [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with their case. If any additional information is required, please contact our office directly.

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

Sincerely,

Wall & Associates

Director of Public Relations

Consumer

Response:

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

Dear [redacted],

We are writing in response to the letter from Wall Associates and the misrepresentations contained in that letter. We signed the contract and power of Attorney with [redacted] on 3/19 and supplied to him the financial information of expenses, income, 2011 and 2012 tax forms along with all receipts we had. There were charitable donations, medical and unreimbursed business expenses, We explained then that we did not have any others and should we send them in. [redacted] said no. He would forward information on to their team. It took until 4/16 for them to receive that information which is almost 30 day or $500 to us.

Please note that they only voluntarily called us once. Any other calls to us were in response to calls we made to them.

The only reason my wife was not contacted on the financial statements was because I had the infor-mation. I never said my wife was too ill to talk to them. I told them she was ill and so was I and we wanted this settled as soon as possible.

They never notified me about a Notice of Deficiency from the IRS. I called them and informed them that we had received one. So the part about the IRS contacting them is pure fabrication. As a matter of fact, we spoke with the IRS last week and their employee [redacted] told my wife that the IRS has no record of them ever calling regarding us.

Wall’s response to you continues to stress financial information. They had W2’s and all our living ex-penses since 3/19 and again in the first week of April. They never mailed to us more financial requests.

They also had since 3 /19 medical, charitable and employee business expenses which they did not sub-mit to the IRS since they never contacted them in the first place. I told them not to wait for any more information and to send in everything they had. They did not do that.

Please do not let them represent themselves as professionals. They exist by stalling and delay tactics thus enabling themselves to charge additional amounts to consumers every month. I never “alluded” to having more receipts. I told I did not have and to submit what we did have.

We believe that Wall & Associates are not a reputable company. We know that The Attorney General’s Office of North Carolina has complaints against them also, as do other North Carolina organizations.

We are not satisfied with this letter of fabrication. They have twisted the truth or invented it. They are completely fabricating the phone calls to my wife at school—they just did not happen. They never told me about a [redacted] from the IRS. The first I heard of her was this correspondence. Weekly phone calls or the reasons they were not made are not true.

We appreciate your help but this is by no means settled and we would like to take it to a higher level with you. Please advise what actions are available next.

Regards,

Business

Response:

Dear [redacted],

We are writing in timely response to the additional comments made by [redacted] and received on June 24,2014 (copy enclosed). It is unfortunate that [redacted] refuse to try to understand the work we completed on this serious tax matter. Their belief is that simply because their tax bill has not been reduced greatly, we have therefore done no work for them. This is simply untrue.

Tax resolution takes a great deal of review, analysis and planning, all of which we did on the [redacted] behalves. In our previous responses, we have provided detailed accounts of the phone conversations our office held with [redacted] over the course of the case to discuss how to resolve the tax matter.

Additionally, [redacted] filed a complaint with the North Carolina Attorney General's Office. Our corporate legal counsel responded appropriately and timely to that compliant. While we are working diligently to address their concerns, [redacted] are not seeing the work that the case team has performed on their behalf to work on resolving their extensive tax matters.

We also would like to again address the specific complaints by [redacted] in the Revdex.com Complaint received June 9, 2014. Per our conversation with the IRS and Tax Examiner [redacted], we were advised that the information [redacted] provided previous to our representation was insufficient and created a tax delinquency. We had requested additional information from the clients in order to properly argue the assessment by [redacted] per the wishes of [redacted]. In May of 2014 [redacted] eluded to the fact that they had additional information and would be sending it. Once this information would have been received'we would have forwarded this to [redacted] in order to argue the liability. Unfortunately, without this information we have little to argue on the liability that the IRS is assessing. The first occasion in which [redacted] spoke with [redacted] was on May 8th, 2014. During that conversation she explained the case in detail to [redacted] as we had previously been told not to correspond with her per her husband. She agreed to send an E-mail to [redacted] when work was performed regarding the case and current audit. We again were not able to provide anything to [redacted] as it was not provided by the clients. In no point during that conversation did [redacted] advise [redacted] that nothing had been done on the case. The case was actually thoroughly discussed with [redacted] in regards to the examination and case progress. [redacted] did state to [redacted] that if they are unable to provide us the necessary documentation proving the expenses claimed on the tax return it will be unlikely that the IRS will lower the balance owed through the audit. Weekly updates were not discussed as the team knew that they needed information from [redacted] to argue the assessment and would not have a detailed update until they provided this information. When dealing with taxpayers that owe the IRS or State Department back taxes we do not make it a habit to leave messages or speak with unauthorized individuals. This is the reason no voicemail was left for [redacted] at her school. We would have left a message for her had it been her personal voicemail. Had the secretary answered the phone and not an automated system we would have left a general message for [redacted] to return our call. We did respond to her Email immediately after and spoke with her husband. Please be aware that per the Notice of Deficiency dated April 9,2014 the deadline to petition tax court is July 8,2014 and we have advised [redacted] that we can provide additional information to [redacted] prior to that date. Again. to date we have received no additional information from the clients in order to argue this assessment.

Additionally, [redacted] claim that they "spoke with the IRS last week and their employee [redacted] told my wife that the IRS has no record of them ever calling regarding us." Wall and Associates, Inc. worked with different IRS employees over the tetm of the agreement. Fufthermore, employees working on the case coordinated with the collection officer about the extent of the taxes claimed due, problems with the Loftus tax returns, particularly deductions, and planned enforcement if there was no progress. The authorized representatives on the IRS Forms 2848 and 8821 are the individuals who are working on the case as they are eligible to discuss client cases with the IRS. Therefore asking about the business name would not provide the detailed documentation of the correspondences made between those individuals and the IRS.

Unfortunately, given the fact that we work with the lnternal Revenue Service regarding serious tax matters, we cannot provide guarantees to any client that their case will resolve in a specific way. Just as any doctor cannot guarantee cures for any medical ailment. We did the necessary work to provide input as to the appropriate case planning techniques and overall case plan to [redacted].

We have worked very hard on this case and there is still work to be done towards resolving the matter. 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.

At this time, we request this matter be closed administratively with the Revdex.com due to the fact that the clients have escalated their complaints to the North Carolina Attorney General's office and that matter is currently pending.

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

Sincerely,

Wall & Associates

Director of Public Relations

Review: Wall & Associates advertises they will help alleviate tax debt. They continuously advertise this on TV, they reeled me in with my problem with the IRS, took my $2000.00 money down and $300.00 a month for well over 1 year. I should have paid my IRS debt, but I fell for this advertising skeem and NOW, I am left with owing the IRS even more and who knows what this company did with my money. They should not be allowed to advertise these services and produce nothing in return. This company preyed on me at my worst time and the IRS continued to add fees, and moneys owed by me to them. They sucked me dry and produced nothing in return. These commercials are a hoax and should not be allowed to take advantage of people. Others need to know this company DID NOT alleviate any tax relief for me. Even while they were representing me, the IRS garnished my bank account. All they did was get me further in the hole.Desired Settlement: I know, I will never get any money back from these people to PAY the IRS what I paid them; however, that is the desired outcome I would like to see happen; for them to have to PAY the IRS the money, I paid them; as in, they did nothing for the money.

Business

Response:

Dear [redacted],

We are writing in response to the complaint filed by [redacted]. We last attempted contact with [redacted] in September 2013, however no return calls were received in our office from him. Due to payment delinquencies on the account, we stopped all work on [redacted] case in August 2013. At that time [redacted] did express some concerns and we were attempting contact with him in order to provide fee consideration so that we could resume work on his behalf.

[redacted] sought out and hired our office for administrative tax resolution for the IRS and North Carolina on April 12, 2012. Upon receipt of his case we attempted contacting him 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 and State of North Carolina to notify them of our representation. We then contacted the IRS and were informed that there were balances due for Form 1040 for tax period 2009 in the amount of $[redacted]. We contacted the North Carolina Department of Revenue and they stated that they had no active balances showing but that the 2010 Individual Income Tax Return was unfiled. We attempted to contact [redacted] again on April 13, 2012 and April 16, 2012. We left messages for a return call and subsequently mailed a letter to [redacted] asking him to contact us.

We contacted the collections department of the IRS on April 18, 2012 and were granted a hold on the account for collection action for 6 weeks. The agent advised us that the final notice of intent to levy had been issued due to the taxpayer promising to supply financial information and never calling back to provide it. We received a call back from [redacted] on April 19, 2012 and we set up a conference call for May 11, 2012 to allow [redacted] to supply us with financial information requested. [redacted] did confirm he received the updated Power of Attorney forms and financial information request sent to him on April 13, 2012. We asked [redacted] to send us copies of any recent notices received as well as income verification for his wife.

We called [redacted] for the conference call at the scheduled time on May 11, 2012 and left a message for a return call. We received a return call from the client later that day and agreed to reschedule the call for May 18, 2012. We contacted the IRS again to order the remaining transcripts. We contacted [redacted] for the conference call on May 18, 2012 and spoke with him at length regarding his case. When we spoke with him about the 2010 North Carolina Return he advised us that he and his wife had filed joint for that year. We requested he send us a copy along with the remaining requested financial information.

We had not received the requested financial information by May 30, 2012 so we contacted the IRS back and received another hold on the account through June 29, 2012. We contacted [redacted] on June 15, 2012 to inquire about the unfiled returns and financial information and left a message for a return call. We called the collections department back three additional times in order to request an extension on the hold and were able to finally speak with an agent on July 2, 2012 who agreed to set up an installment agreement.

We were able to speak with [redacted] on July 9, 2012. We discussed with him the final notice that had been issued and that we would be filing a Request for a Collection Due Process Hearing in response to that. We also advised him that we would be sending updated Power of Attorney forms to him as well. We filed the hearing request on July 10, 2012.

We contacted [redacted] on August 20, 2012 and advised him of the installment agreement that was set up. We explained that having the installment agreement in place would prevent any type of levy action on the account. We called [redacted] again on September 14, 2012 and left a message for him to return our call. We called again and left a message on October 17, 2012 to follow up on the case and the requested financial information. We again attempted to contact [redacted] on November 28, 2012 and November 29, 2012 and left messages for a return call.

On December 14, 2012 we received a letter stating a hearing was missed. We immediately called the IRS to notify them that we did not receive a notice scheduling the hearing and requested that they reschedule. The Settlement Officer agreed to hold the hearing on December 20, 2012. We contacted [redacted] to request information for the hearing and advised him that we would send the updated financial statement to him for his signature. We sent that to him that same day. We held the hearing on December 20, 2012 and the Settlement Officer agreed to allow additional time to receive the signed financial statement through December 24, 2012. We sent the financial statement to [redacted] again that day with a request for updated financial information. We did not receive anything back from the client for the deadline and therefore could not send the information requested to the Settlement Officer. We contacted [redacted] again January 15, 2013 and left a message for a return call to follow up on the information requested. We received the signed financial statement back from [redacted] on January 15, 2013.

We contacted the Settlement Officer to attempt to hold the hearing and she advised that the information was late and she had issued a Notice of Determination.

We called [redacted] on February 19, 2013 to request supporting financial documents and the 2011 tax return. We left a message for a return call. We received a return call on February 25, 2013 and [redacted] advised he had sent us all of the information requested. We advised him that we had not received the supporting

documentation and sent an E-mail with the information requested again on February 26, 2013. We called [redacted] on February 28, 2013 to confirm that he received the E-mail and would be gathering the information requested. We left a message for him to return our call. We contacted him again on March 7, 2013 as we had received no return call and left another message. We received the financial information from [redacted] and spoke with him on March 21, 2013 regarding his case and his concerns. We explained the Offer in Compromise process to him and explained the need for all financial information prior to submission of the Offer in Compromise. [redacted] also advised that he had received a garnishment notice from the State. We told him that we would work on getting this

released. We sent [redacted] updated State Power of Attorney forms in order to continue working on the levy. We explained to [redacted] that when we previously spoke with North Carolina they confirmed that he did not have balances due and an unfiled return for the 2010 tax period. We asked that he sign the Power of Attorney form and send it to us as soon as possible.

After multiple calls to the North Carolina Department of Revenue we called the client back on April 22, 2013 to find out how much was being taken and if he had the 2010 return. [redacted] advised us that he believed the State was taking $115 bi-weekly. On May 9, 2013 we received a phone call from [redacted] that he resigned from the Police Department and no longer had income. He advised that he is looking for a job and will be filing for unemployment. At this time the levy for the State became inactive as he no longer was employed. We discussed with [redacted] throughout May about the amount he possibly would receive for unemployment and how that would affect his financial statement. We ultimately decided to send [redacted] the Offer in Compromise documents based on his current financial situation after we had order update account transcripts from the IRS to determine compliancy.

On June 12, 2013 after receiving all transcripts we E-mailed the Offer in Compromise documents to [redacted]. That same day [redacted] called back and stated that he was working and had just started a new job. We updated the financial statement that day and resent it to him via E-mail for the Offer. We received the signed Offer in Compromise documents back from [redacted] on June 14, 2013 and sent it to the IRS for processing. We called [redacted] on June 28, 2013 and left a message for a return call to update him on his case. We received a return call from [redacted] on July 2, 2013 and explained the progress of his case to him.

We contacted North Carolina on July 5, 2013 and were advised that there was now a balance for the 2009 tax period in the amount of $5,433.48. The State agent also

advised us that the 2010 tax return was still unfiled. We spoke with [redacted] on July 23, 2013 and he was upset that he received a letter from the IRS Offer in Compromise unit stating that the Offer would not be reviewed until November 2013. We explained that this is a typical notice from the IRS and we contact them regularly to push the Offer to assignment. This notice is issued frequently and we find that contact from the IRS happens much sooner than their projected date. [redacted] then stated that he felt he was lied to and would be contacting the Revdex.com regarding his case. We offered a review of the case for [redacted] and informed him we would send a request to our internal committee for fee consideration. Although [redacted] expressed no interest in fee consideration, we did send this request that day. We also contacted [redacted] back that day and left a message for a return call. Our internal committee attempted to contact [redacted] to discuss his case and offer assistance. [redacted] never returned their phone call.

[redacted] case was then placed into a non-working status by our accounting department due to lack of payment on August 7, 2013. We spoke with [redacted] in

detail on August 13, 2013 about his case, his concerns, and moving forward with the Offer in Compromise. Our internal committee attempted to contact him again that day and left another message for a return call. On August 26, 2013 we received an E-mail from his wife regarding complaints on his account. Our internal committee spoke with him that day and agreed to review the case and the fees determine if we could offer assistance. A committee member called [redacted] back on September 11, 2013 in order to offer to waive the past due fees to our office so that we could resume work. A message was left for him but we received no further contact from the clients.

[redacted] has not indicated how his Offer in Compromise ended with the IRS. However, given the fact that a professional was no longer working this matter (to our

knowledge) we can hypothesize that the Offer was not favorable. [redacted] hired us to do work on a serious tax matter, and then ceased all communication and payments to our office at the most critical point of the case. Often times clients believe they can take over the case once the Offer was submitted and handle it on their own, but that is not the situation. Offers in Compromise are difficult and require the knowledge of seasoned tax professionals. If the Offer was in fact rejected, [redacted] has no grounds to now blame our office for that circumstance.

If [redacted] would like to resume services, he may contact our office regarding this and we will gladly return to work on his case upon a sufficient payment agreement.

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

Sincerely,

Wall & Associates, Inc.

By: [redacted]

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,

This is not an offer, they think it is good business to reel people in with their promise of resolution in six to eight months. After almost two years and thousands of dollars later they make a ridiculous offer to the IRS of 100.00, knowing it will be rejected so they can get more money out of the consumer. I will use all means I can to ensure that they do not take advantage of more people.

Review: I paid Walls & Associates on June, 2013 to help us with our 2011 federal taxes. On our first meeting with a [redacted] he told us our case would take 8 months or less and we paid $2,500 as a down payment. I have paid $350.00 a month for 14 months now and every time I call the company to find out when my case was going to be settled, the representative would tell me be patient because the IRS was very close to a decision. I have done all the paper chasing every three months and sent all the required information the representative said the IRS needed. I contacted Accelerated Tax Solution and I was told basically that Walls was not handling my case correctly and I was wasting my money. I called Walls & Associates and asked for a refund and the reason why I was not happy with the service I was given. I have been talking with the Client Service representative, Sydney, for 2 days and she will not agree to give me any of my money back. I do not expect all of my money back, but the company has not been truthful throughout the business process.Desired Settlement: I would like half of my money back. I have paid Walls $8,100 and I have not received a settlement.

Business

Response:

RE: Ms. [redacted], Revdex.com Case #: [redacted]

Dear Ms. [redacted],

We are writing in timely response to the above referenced

complaint received on

October 7, 2014 (copy [redacted]). Mr. & Mrs. [redacted] sought out and hired our services in

June 2013 for administrative tax representation. The case

team rapidly acted on Mr. & Mrs.

[redacted]’s case and sent the necessary IRS and [redacted] Department of Revenue Power of

Attorney Forms for processing. Below you will find a summary

of the action taken by our

company on the [redacted]’s case.

On June 18, 2013 we began work on the [redacted]’ case and

immediately filed Power

of Attorney forms with both taxing authorities. The case

team phoned Mr. and Mrs. [redacted]

on both their home and cell phones that day; however, we

were unable to reach them. We did

leave a message on the cell phone requesting a return call.

An initial welcome letter was then

mailed to the [redacted] on June 19, 2013, and financial

documents were also requested in order

to begin working toward resolving their liability. We

attempted again to contact the [redacted]

that day, but had to leave a message. We were able to speak

to Mrs. [redacted] on June 20, 2013,

and discussed initial information regarding their tax

matter. We also discussed the letter that

was mailed to them requesting certain financial documents

for the review of their case. We

then scheduled a follow up phone call for July 17, 2013, as

this was the earliest time Mrs.

[redacted] could speak with us. We also spoke to the IRS on

this day, and learned there were no

balances owed at that time; however, there was an

examination of form 1040 for tax year 2011.

We were also informed that an IRS notice was mailed to the [redacted] on June 10, 2013

regarding the 2011 return that was under examination. On

June 24, 2013, we attempted to

speak with the State of [redacted]; however, we were

informed that the previously filed POA’s

had not yet processed. On June 25, 2013, IRS account

transcripts were ordered for each tax

year. We received the previously ordered Account Transcripts

the next day.

On July 2, 2013, we spoke to the State of [redacted] and

were informed of a balance on the

account of approximately $847.55. We were also informed that

the [redacted] could make

monthly installment payments in the amount of approximately

$106. A temporary hold from

collections actions was given until July 16, 2013. We also

spoke to Mrs. [redacted] that day to

discuss her tax matter and she informed us that she would be

sending us the requested financial

documents. We reviewed the received IRS notice CP2000 on

July 3, 2013, and learned that the

tax return for year 2011 had been prepared incorrectly by a

third party, causing a balance of

$19,476. We contacted Mrs. [redacted] as scheduled for the

follow up call, and she requested a

later time to contact her that day. She was unavailable at

the times we had available, so a follow

up call was scheduled for July 26, 2013. A letter was then

mailed to the [redacted] reminding

them of the scheduled call.

We contacted the State of [redacted] on July 23, 2013, and

we were informed they had

received payment in full for the previous balance as well as

a refund check of approximately

$10.55 was to be mailed on July 11, 2013 for overpayment of

the tax liability. We spoke to

Mrs. [redacted] on July 26, 2013, at the scheduled time. We

discussed a financial statement for

individuals (IRS form 433A) that we had prepared from the

information they had provided to

us. We also discussed their tax matter in further detail. We

informed her that we would be

mailing the form 433A for her to review for accuracy. We

also confirmed with her that her

previously mailed payment to [redacted] for the full

payment of the liability had been received and

posted to their account. We subsequently contacted the IRS

underreporting unit to further

discuss the previously issued IRS notice. We were informed

by the agent that because of the

accuracy of the tax return adjustment by the IRS, there

would be no need to file an amended

tax return. We finalized the form 433A with the information

the [redacted] had provided as well

as prepared IRS Offer in Compromise documents. A letter was

mailed to the [redacted] with

the Offer in Compromise forms and we requested all

supporting financial documents for the

IRS form 433-A. We spoke with Mr. [redacted] later this

day, and informed him of the letter that

was mailed we also addressed concerns in reference to the

tax preparer.

We spoke to Mrs. [redacted] on August 16, 2013, we

requested the previously mailed

Offer in Compromise be reviewed, signed and returned to our

office. She informed us that she

thought she had already mailed this to us. On August 19,

2013, we again spoke to Mrs. [redacted]

and requested the entire Offer in Compromise information to

be returned to our office. She

informed us of a personal matter that had occurred, but she

would mail this to us the next day.

We were informed on August 21, 2013, by Mrs. [redacted]

that she mailed the requested

documents to us that day. On August 26, 2013, we reviewed

the [redacted]’ case, but still had

not received the necessary documents to submit the Offer in

Compromise to the IRS.

On September 9, 2013, upon receipt of the IRS Offer in

Compromise documents, we

finalized and submitted the Offer in Compromise to the IRS.

On September 13, 2013, we spoke

to Mrs. [redacted] and addressed her concerns with an IRS

notice she had received. We spoke to

Mr. and Mrs. [redacted] both on October 4, 2013, in

reference to another IRS notice they received

and attempted to address their concerns. We then requested

they provide us with a copy of this

notice. We received and saved IRS Notice of Deficiency to

their file. A thorough review of

the IRS Notice of Deficiency was completed on October 17,

2013.

On November 1, 2013 and November 4, 2013, further review was

completed on the

Notice of Deficiency and it was determined that if the [redacted] had no further deductions or

credits to claim for the tax year involved, then the changes

made by the IRS were correct. A letter was mailed to the [redacted] to request

updated financial documents. We then attempted

to contact the [redacted], but had to leave a message

requesting a return call. We were able to

speak to Mrs. [redacted] on November 19, 2013 and asked

that she provide the requested financial

documents as soon as possible. She let us know that her tax

preparer was filing an amended

form 1040 tax return for year 2011, and she would mail us a

copy of the return once complete.

We spoke to Mrs. [redacted] on December 12, 2013, and

informed her that we had received

partial financial documents. We also informed her of

additional pay statements that we would

need her to provide to us. A letter was mailed on December

13, 2013 requesting a copy of form

1040 for tax year 2013. We received the requested pay

statements on December 19, 2013, and

saved to their file.

We received the additional financial documents on January 3,

2014. We spoke to Mrs.

[redacted] on January 6, 2014, and addressed her concerns

with the Offer in Compromise. We

also informed Mrs. [redacted] that we could not provide her

with a time frame for finalizing her

case. We informed her that we would continue to follow up

with the IRS on the Offer in

Compromise. A letter was mailed to the [redacted] January

10, 2014 to inform them that we

were in receipt of the financial documents they had provided

to us.

We spoke to the IRS Offer Examiner on February 6, 2014, he

informed us of claimed

expenses they were not allowing; however, if we could

provide proof for these expenses he

would consider them. We attempted to contact the [redacted]

that day, but we were unable to

speak with them. A message was left requesting a return

call. We were able to speak to Mrs.

[redacted] on February 27, 2014, and discussed the IRS

notice she should expect to receive. We

also requested additional financial documents from her. Mrs.

[redacted] requested that we

contact Atlas Tax Service for preparation of form 1040 for

tax year 2013. A referral was then

sent to Atlas Tax Service.

We spoke to Mrs. [redacted] on March 7, 2014 and we spoke

about the referral to Atlas

Tax Service. We also discussed her current tax matter and

the Offer in Compromise process.

She informed us at this time that she would have education

expenses which were new expenses

since we submitted the Offer in Compromise. We spoke to Mrs.

[redacted] again on March 11,

2014, regarding Atlas Tax Service. We informed her that we

had received the financial

documents that she had provided to our office. We requested

additional information on any

education expenses that she would incur. Mrs. [redacted]

contacted us again on this day, and

informed us that her employer would be providing her a list

of the upcoming expenses which

she would forward to us. We spoke to Mrs. [redacted] on

March 14, 2014, and she informed us

of the IRS notice, Rejection of Offer in Compromise. We

requested that she forward this notice

to us, and explained the Offer in Compromise process. Mrs. [redacted] also informed us of

additional expenses that they had incurred. We requested

that she provide proof of those

payments to us. A letter was mailed to the [redacted]

requesting the required documents in order

to move forward with the Offer in Compromise. We spoke to

Mrs. [redacted] again on March

18, 2014, and addressed her further concerns regarding [redacted] completing the 2013

1040 return. We discussed the previously mailed letter, and

she informed us of the documents

she had recently mailed to us. We spoke to the [redacted]

on March 20, 2014, and addressed

their concerns with the appeal of the Offer in Compromise.

They informed us at that time that

they would be willing to increase the offer amount to

$5,000. We spoke to Mr. [redacted] and

requested additional financial documents to provide to the

IRS with the finalized offer appeal

request. On April 1, 2014, we completed the Offer in

Compromise appeal request. We spoke to

Mrs. [redacted] on April 2, 2014, and she informed us that

the form 1040 for tax year 2013 was

in the preparation process with another tax preparer, and

she would forward a copy of the return

by April 15, 2014. She also informed us that Mr. [redacted]

does not receive income during the

summer months. On April 3, 2014 and April 4, 2014, we

finalized the Offer in Compromise

appel request and submitted it to the IRS for timely

processing. We spoke to Mrs. [redacted] on

April 4, 2014, and informed her of the offer appeal that we

submitted to the IRS. She informed

us that at this time that they could not provide the

requested documentation, but she would

continue to attempt to gather it for us. We spoke to the IRS

on April 8, 2014, and were informed

that they had received the Offer in Compromise appeal

request and had forwarded it to the

appeals department. We spoke to the [redacted] on April 14,

2014, and we were informed that

their current financial position had changed. We requested

that they provide us with proof of

the changes. We also provided them with an update of the

Offer in Compromise. We spoke to

Mr. [redacted] on April 15, 2014, and he informed us that

the 2013 return had been completed

and of the approximate balance owed on the return. He

requested that we set up an Installment

Agreement with the State of [redacted] for the outstanding

balance, and stated that he would be

making the full payment to the IRS for the balance of the

2013 liability. On April 16, 2014, we

spoke to Mr. [redacted] and advised him to pay the

outstanding balance on the 2013 return to the

IRS or the Offer in Compromise would be closed and returned.

He informed us that he would

pay the balance due with a credit card, and he would mail us

a copy of the tax return.

We spoke to Mrs. [redacted] on May 1, 2014, and addressed

all her concerns with the

Offer in Compromise appeal process. We requested that she

provide us with a copy of the 2013

tax return. She informed us that she did not have a complete

copy of the return, but she would

obtain it for us. We spoke to Mr. [redacted] on May 5,

2014, and addressed his concerns with

the Offer in Compromise appeal process and an IRS notice

they had received. We again

requested a copy of the 2013 tax return, and he informed us

that the amount owed was paid in

full with a credit card. He also informed us that Mrs. [redacted] would be contacting us later that

day. We were able to speak to Mrs. [redacted] that day and

discussed her tax matter in detail

with her. We attempted to speak to the State of [redacted]

on May 7, 2014, but were unable to

speak to a representative. On May 9, 2014, a letter was

mailed to the [redacted] informing them

that we received financial documentation from them. On May

22, 2014, we spoke to the State

of [redacted] and a monthly installment agreement in the

amount of $105.47 was established for

the 2013 tax liability per the clients’ request. We spoke to

Mrs. [redacted] on this day, and

informed her of the newly established agreement with the State.

We spoke to Mrs. [redacted] on June 10, 2014, and she

informed us that they attempted

to sue the tax preparer that completed the form 1040 for tax

year 2011. However, they lost the

civil suit. She requested that we review the court documents

from this case. We informed her

that we were not a law firm with the ability to make legal

recommendations. She said that she

would forward this information to us regardless and also

requested that we still review the court

documents. We spoke to Mrs. [redacted] on June 13, 2014,

and we were informed of another IRS

notice they received, we requested that she forward the

notice to us. A letter was mailed to the

[redacted] providing them with an update on their case. We

spoke to Mr. [redacted] on June 19,

2014, and discussed the offer appeal status. We also

addressed his questions with the original

IRS assessment for the 2011 tax year. We also informed Mr. [redacted] of the installment

agreement payment that was due soon for the State. He

informed us that he did not know

anything in reference to this, but would speak to Mrs. [redacted]. We spoke to Mrs. [redacted] the

next day, and she informed us that she had already mailed

the payment and would continue to mail these payments to them. We spoke to Mrs.

[redacted] on June 30, 2014, and discussed the

offer appeal status.

On July 1, 2014, we spoke to Mrs. [redacted] and we were

informed that she received an

IRS notice scheduling the offer appeal hearing and she would

forward to us the next day. On

July 2 and 7 2014, letters were mailed to the [redacted]

returning the original financial

documents they had provide our office. We mailed a letter to

the [redacted] on July 10, 2014,

informing them of IRS lien filings. We spoke to Mr. [redacted] on both July 11, 2014 as well as

July 14, 2014, and were informed of a state notice of

assessment for the tax year 2011. We

requested that he forward this notice to us. We spoke to Mr.

[redacted] on July 14, 2014, and he

informed us of an IRS notice received and we requested that

he forward to us. We discussed

the IRS’s policy on sending notices to taxpayers with him.

We also informed him of additional

documents he needed to provide to us for the upcoming offer

appeal hearing. We mailed a letter

to him requesting documents he needed to provide to our

office. We spoke to Mrs. [redacted] on

that day and informed her of the conversation held with Mr. [redacted] and the letter we had

mailed. We addressed her questions about the scheduled appeal,

and verified there was a

deadline date to provide the documentation to us. We again

spoke to Mrs. [redacted] on July 17,

2014, and discussed questions about the scheduled appeal

hearing and the documentation to be

provided to us. We spoke to Mrs. [redacted] on July 23,

2014, and were informed that the

previously requested documents were mailed to us that day.

We spoke to Mrs. [redacted] on August 1, 2014, and

requested one missing document

needed for the Offer in Compromise appeal hearing. She

informed us that she would provide

it to us in a few days. We were able to research and gather

additional information for this call.

We provided the IRS with the requested documents, and spoke

to them to verify receipt. We

did inform the IRS of additional documentation that the [redacted] would be providing to us.

We spoke to Mrs. [redacted] later that day and she informed

us the additional information needed

could be found in her bank statements. On August 8, 2014, we

contacted the IRS at the

scheduled time for the Offer in Compromise appeal hearing

and discussed the discrepancies in

the financial assessment by the IRS. The IRS requested

additional verification of expenses and

allowed an additional 10 day deadline to provide this. Later

that day we were able to speak to

Mrs. [redacted] and inform her of the additional documents

needed to provide to the IRS. We

also addressed her concerns in reference to the time length

involved with their case. She

informed us that she would attempt to provide the requested

document to us by the stated

deadline date. A letter was mailed to the [redacted] on

August 7, 2014, requesting the required

documents and a reminder of the deadline date. We spoke to

Mrs. [redacted] on August 14, 2014,

and she informed us that she would be providing the

requested documents to us via fax that

day. We also addressed her concerns with the expenses that

the IRS was not allowing. On

August 18, 2014, we provided the IRS the requested

documents. We spoke to Mrs. [redacted]

on August 21, 2014, and addressed her questions on the case.

She informed us that she was

tired of the IRS prolonging the process and she would

consider establishing an installment

agreement and requesting penalty abatement from the IRS. She

also informed us of additional

expenses that she has just recently incurred. We spoke to

Mrs. [redacted] again on August 28,

2014, and she notified us of the maximum amount she could

pay the IRS for an offer amount

and a maximum amount she could pay for a monthly installment

amount.

On September 3, 2014, we spoke to Mrs. [redacted], she

informed us of emergency

medical concerns with Mr. [redacted]. We discussed the tax

matter and addressed all her

concerns. We mailed a letter to the IRS on September 8,

2014, to request a temporary hold from collections. A copy of the letter was

also mailed to the [redacted]. We spoke to Mrs.

[redacted] on September 11, 2014 and she requested an

Installment agreement with the IRS as

well as negotiation of penalty abatement. On September 16,

2014, we spoke to Mrs. [redacted],

she stated that no additional documentation would be

provided to the IRS if requested. We

spoke to Mr. [redacted] on September 17, 2014, and he

informed us that he felt the time length

of this process was taking too long and he did not want to

work towards an Offer. We again

spoke to Mrs. [redacted] on September 18, 2014, and

addressed her issues with the length of time

involved with the appeal process. We attempted to contact

the [redacted] on September 24,

2014, but were unable to leave a message requesting a return

call. We were able to speak to

Mrs. [redacted] the next day, and were informed of a state

notice she received for a balance owed.

We Spoke with Mrs. [redacted] on September 26 2014, and

discussed the state notice she

previously provided to us.

On October 2, 2014, we spoke to Mrs. [redacted] to address

any concerns with her tax

matter. We also discussed an additional expense that they

had incurred. The following day we

spoke to Mrs. [redacted], she informed us that she had

spoken to an attorney and no longer wanted

to continue our services. She was then transferred to our

Client Service Group to further

address her concerns.

It is unfortunate that the [redacted]’s feel that the

communication with our case team was

inadequate. We worked very hard to keep them informed of the

process, what the IRS was

requesting, and what to expect next.

We work very hard to ultimately settle our client’s

outstanding tax problems and we

understand the frustration and stress brought on by not only

these matters, but also their

financial situation. We regret that they decided to end our

representation of his tax matter

before the case was able to be completed.

We have worked very hard on this case for the time we have

represented the [redacted].

We have kept aggressive collection action by the IRS at bay.

Additionally, we worked through

the stringent Offer process, and into the Appeals process

with the IRS. We realize the IRS likes

to take their time on these matters, but we do make all

attempts to push their timely review of

the cases. We did ask for financial documents from the [redacted] periodically during the time

we represented them. This was especially true once we begin

negotiations with the IRS. The

taxing authorities will require current financial

information for the review and consideration of

a resolution currently in negotiations. We immediately

informed the [redacted] when

information was requested and the deadline to provide the

information. The IRS is unlikely to

settle a federal tax debt without substantial documentation.

At times, if their requests are

unfounded or unnecessary, we do let them know of that.

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

still work to be completed to resolve their tax matters. To

our knowledge, the Offer in

Compromise is still open and pending with the IRS Appeals

department. We would be glad to

discuss the case further and the work that was performed on

their behalf. We are also open to

discuss the options for fee consideration with them so that

we can continue work on this matter.

It is vital for our office to represent and negotiate the

Offer in Compromise that we completed

to ensure that the [redacted] are being properly

represented for the items claimed in our appeal.

As for Accelerated Tax Service stating that our office was

not handling the [redacted]’ case,

please note that they are a competitor to our business

seeking to obtain a new customer. Accelerated Tax Service has not been provided

with this summary of the case, or with any

further notes or information on the case. Therefore, their

claims are invalid as they do not have

information to determine what has been done on the [redacted]’ case.

If you require any further information, please contact our

office. Thank you for your

time and assistance with this matter.

Consumer

Response:

I have reviewed the offer 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 trying to be vindictive, but I really believe I should be refunded at least half of my money. Walls and Associates assured me my offer and compromise would be accepted by the IRS and the amount of money owed would be lowered. I paid this company $350.00 every month for 14 months and a $2,500 as a down payment. The business calls were initiated by me because the company representatives would not keep in touch with me. I remember a total of 2 times the company called me. I sincerely feel that Walls and Associates did not deliver what I paid them to do

Business

Response:

Dear [redacted]

We are writing in timely response to the above referenced additional comments for the

complaint received on October 31, 2014 (copy [redacted]). We want to work in any way possible

to resolve this complaint by Mr. & Mrs. [redacted]. We want to help resolve this complaint in

any way possible.

In our response dated October 13, 2014 (copy [redacted]), we did request further details

on how Accelerated Tax Service has resolved Ms. [redacted]’s tax problem. Please note we did

not receive that information.

It is unfortunate that the [redacted]s still feel that the communication with our case team

was inadequate. We worked very hard to keep them informed of the process, what the IRS was

requesting, and what to expect next. Our previous response details the work completed on their

behalf as well as the communication held between our office and the [redacted]’s.

We are sorry to hear that Ms. [redacted] feels that we did not deliver results to her

expectations. We have worked very hard on this case for the time we have represented her

though. We have kept aggressive collection action by the IRS at bay. Additionally, we worked

through the stringent Offer process, and into the Appeals process with the IRS. We realize the

IRS likes to take their time on these matters, but we do make all attempts to push their timely

review of the cases. To our knowledge, the Offer in Compromise is still open and pending with

the IRS Appeals department. We have not received any further correspondence from the IRS

on this office in some time now. We would be glad to follow up with the IRS on this matter,

and we will offer to cap the fee for the [redacted]s so that no further fees are required to our office

for services.If the fee arrangement we have offered is not acceptable to Ms. [redacted], we are also

willing to a refund of $500 in a good faith effort to resolve this complaint. We are offering this

plan as a way to resolve Ms. [redacted]’s complaints and concerns and further demonstrate our

intentions to do so. We would like to speak with the [redacted]s directly regarding these options,

whether they are open to it or not, so that we can resolve the matter either way. They can reach

our office during normal business hours

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

time and assistance with this matter.

Worse service ever.. they just give you the run around.. I went with Jonathan d. P[redacted] (tax consultant) and give $300 deposit. The very next day a called in to cancel service and to get a refund and it's been 2 weeks and still don't get anything back. I've been calling accounting and all they say is that they will call me back and never do. Which by the way the girl from accounting her name is Sandy. Also I spoke to Jonathan d. P[redacted] today and his answer back to me was ooookkkk ooookkkk clearly they don't care. So people be careful. With this place. For sure I'm going to Revdex.com and the local news to file a complaint

Review: I was told my tax problem would be resolved in 6-12 months. I paid $2500 up front, and $350/month for 16 months. Over $8000. There has been no resolution of my case. I don't get return phone calls in a timely manner, but if my payment is late, I get a call right away. I was recently laid off from my job, unable to make monthly payments, and Wall & Associates dropped my case.Desired Settlement: Finish the case with the IRS. Or refund my money so I can at least pay off some of my debt with the IRS.

Business

Response:

Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in May of 2014 for administrative tax representation. I have reviewed Mr. [redacted]'s case in detail. Mr. [redacted] was referred to our Client Services Group in response to information he had provided the case team stating he was going through a financial hardship. Our Client Services Group did offer fee consideration in an attempt to help him during this time. He agreed to accept this form of fee consideration, but was requesting a more comprehensive form of fee consideration that our office just could not authorize. While Mr. [redacted]'s case was with our Client Service Group he raised several issues that we feel could be easily addressed. One of the concerns he raised was in regards to the number of individuals who have worked on his case. He stated it felt like he had to start over again every time he called in as he spoke to a different member of his team. If Mr. [redacted] desires a "single" contact at our office, who is a member of his case team, we can easily accommodate that request. It appears Mr. [redacted] had already stated he preferred one individual on the team. In Mr. [redacted]'s complaint he stated that he doesn't get return phone calls in a timely manner. Part of the reason our office utilizes teams is because we are frequently on the phone with the Internal Revenue Service, state taxing authorities, or other clients. Teams make it easier for someone to always be available. Since Mr. [redacted] prefers to speak to one individual part of the issue could be that they were unavailable at that time. Our office does have a strict policy of returning all calls received, during business hours, that same day; He would have received a return phone call by close of business on the day he contacted us. · I have contacted our accounting office and as of February 02, 2016 Mr. [redacted]'s case is still active, he has not been dropped as a client, and his case hasn't been placed on a stop work status. Our office submitted an Offer-In-Compromise to the Internal Revenue Service in November on his behalf which is in queue to be assigned an ofter examiner. We would like nothing more than to resolve M.r. [redacted]'s concerns regarding the services we are providing and to finish his case. We request that he once again reach out to our office and allow us to work with him in making am~ngements with us to prevent his case from . moving into a stop work status. 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 received a response from the Revdex.com that my complaint was put in a "Answered-Revdex.com has not heard back from the consumer as to their satisfaction with the business' response." I realize you have a time frame to keep cases open, but I just didn't have time to deal with this until now. I am not satisfied with the response from Wall & Associates. In their letter , it states that they offered me a fee consideration because I am laid off from my job. They said I agreed. The choice they gave me was decreasing the fee from $350/month to $300/month. I'm laid off! Cutting $50 doesn't help me in the least. And the decreased amount would only be for three months. Then the regular payments would need to resume. They told me on the phone that was all they could do. I had no choice to agree or cuss them out, which wouldn't have changed anything, so I had no choice but to agree. Since that phone call, I have received a letter each week about what I owe them. The last of which had a very aggressive and threatening tone. The said my case was in a "stop work" status and my team would not resume work until I made payment. They also said that if I don't pay, they will revoke their power of attorney, which "will cause the taxing authorities to become very aggressive in enforcing collection of the balance due to them." I have paid these people over $8000 dollars and have waited 21 months for them to resolve my case. It took 17 months before they even submitted an offer to the IRS. This company is largely misrepresenting what they will do for people. Please continue to work on my complaint.Thank You,[redacted]

Business

Response:

Dear Ms. [redacted], We are writing in response to the complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. We want to help Mr. [redacted] through his current financial situation, and help him resolve his outstanding IRS tax balance. Our Client Services Group has spoken with Mr. [redacted] and we have come to a mutually beneficial arrangement to continue active work on his 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.

Review: I have contracted and Hired Wall & Associates to resolve my tax debts with the State of [redacted], State of [redacted] and Federal Income taxes. The contracted was agreed upon on September 15th, 2014 in which I was informed by the Wall & Associates that I would need to give them a deposit of $10,000.00 and monthly payments of $600.00 until the matter was resolved. I then gave them $10,000 in September of 2014 have since paid $600.00 a month form October of 2014 until October of 2015. As to date I have not received any correspondence from them detailing any actions that they have taken to resolve my tax issues. I have contacted them on several occasions via phone and letters asking for this information. I have since stopped payment as of November of 2015. They have disregarded my requests and have informed my on December 23rd that my file has been archived and that unless I continue to pay, they will no longer assist me. There has been no correspondence or work done on my case as I have been contacted my [redacted] State Dept. of Taxation, [redacted] Dept. of Taxation and The IRS who have informed my that Wall & Associates has not gotten intouch with any of them and that my tax debt is occurring more penalties and interest.Desired Settlement: I am requesting that Wall & Associates refund all the monies given to them by me for not providing services that they were contracted to provide. The sum of monies requested is 17,200.

Business

Response:

To Whom It May Concern, We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in August of 2014 for administrative tax representation. Prior to the submission of this complaint to the Revdex.com serving Central Virginia, Mr. [redacted]' s case was being reviewed by our Client Services Group. Notification of 1this complaint was received on January 4 h, 2016 and a subsequent conversatiou ut!lwetm une uf 1our specialists and Mr. [redacted] took place on January 5 \ 2016. In his complaint Mr. [redacted] requests copies of correspondence detailing actions taken on his account. I myself reviewed a prepared case summary, subsequent to the preparation of this response, and can confirm that significant work has taken place on his account and we have heen in contact with all applicable taxing authorities to resolve his balances. I can confirm that a copy of the case summary detailing the actions taken on Mr. [redacted]'s account was forwarded to him ou Jauuary 5th, 2015. I have enclosed a copy with this response in Lhe hupe8 it may reach him sooner. Should he have any questions he need only contact our office. Our office is unsure why the taxing authorities Mr. [redacted] contacted reported that we had not been in contact with them. We can only speculate that Mr. [redacted] was provided with incorrect information by the representatives he spoke with. One of the first acts we take on a case is to file Power of Attorney forms upon receipt and call all parties to review the current status of the account. Subsequent calls and correspondence are periodically made to validate our case information or to provide information necessary in resolving any outstanding liabilities. There simply is not anyway these parties were not contacted. In his complaint Mr. [redacted] requests a refund of $17,200. To date Mr. [redacted] has only paid, Wall & Associates, Inc., $15,400. In good faith tci resolve this complaint, our office has already offered Mr. [redacted] a partial refund to settle any ·concerns he may have had regarding his case. We offered this refund only to resolve this c.Omplaint despite the fact significant work had taken place on his account and we were entitled to the full amount paid. We made this offer only to resolve the complaint and ensure ongoing satisfaction with our services, but Mr. [redacted] subsequently turned down that offer. Should he decide to accept it he need only contact our office and the appropriate arrangements will be made. We encourage Mr. [redacted] to contact us directly with any subsequent questions he may have. Our office wants to ensure that we address all of his concerns and the best way to do this is to simply speak with someone at Wall & Associates, Inc. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.

Business

Response:

To Whom It May Concern, We are writing in response to the follow up complaint response from Mr. [redacted]. Mr. [redacted] sought out and hired our services in August of 2014 for administrative tax representation. In order to better address Mr. [redacted]'s concerns, I have instructed the case team responsible for his case to forward him copies of all physical correspondence between our office, the Internal Revenue Service, the [redacted] Department of Revenue, and [redacted] Department of Revenue. I will ensure this correspondence is mailed to him. In conjunction with the previously provided case summary we trust this will satisfy his inquiry into the matter and provide him with the documentation he is seeking. I was notified on January 6, 2016 by one of the s.taff in our Client Service Group that Mr. [redacted] was offered fee consideration so that we could actively continue to work his case and resolve any ongoing discrepancies. He subsequently turned down that offer. I once again can assure him our office ha~ spoken with all interested taxing authorities regarding his account. I sincerely hope the correspondence he is going to be provided will satisfy his concerns regarding that matter. We encourage Mr. [redacted] to contact us direc.tly with any subsequent questions he may have or to discuss the terms related to any requests for a full or partial refund. Our office wants to ensure that we address all of his concerns and the best way to do this is to simply speak with someone at Wall & Associates, Inc. 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.

[Provide details of why you are not satisfied with this resolution.]

Regards,