Wall & Associates, Inc.

I was told I would be out no more than 5,000 from start to finish and was out more than 16,000. I was fed lies, lies, lies.

Very easy to work with, friendly but businesslike, willing to explain every step of process and kept me informed along the way without me chasing them. Good company to work with.

Review: I hire Wall And Associate to see if they could lower my taxes for 2015. They charge me 2,500 and they have not resolve my tax problem.They have only took my money and did nothing. I ask for a full refund and they said they had used all the money on the issue. I have not seen no work they have done . This company is a fraud.

There phone number is 5403648046.Desired Settlement: I would like a full refund.

Business

Response:

RE: Ms. [redacted]., Revdex.com Case#: [redacted] Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in March of2016 for administrative tax representation. Ms. [redacted] hired our company in connection with an outstanding tax balance for the 2015 tax year. Ms. [redacted] was a client of Wall & Associates, Inc. for around 28 days and did not provide the case team an adequate opportunity to address her tax controversy. A lot of work goes into preparing a case file and setting it up for a successful resolution. This requires the skills and competencies of a variety of people within our office and the initial fee is intended to offset this additional amount of work. The initial fee for a case is paid with the understanding that this will remunerate Wall & Associates, Inc. for the initial work on a case. Ms. [redacted] was with us for a total of 28 days and the same amount of work that goes into any case went into hers as well. In her complaint Ms. [redacted] states our company, did nothing, but this could not be further from the truth. During the 28 days she was a client of Wall & Associates, Inc. our office had already established ourselves as representing her before the IRS and the IRS was contacted to discuss her account. Furthermore, several calls were placed to Ms. [redacted] in order to determine her current financial situation, including a call on March 23, 2016 to do a complete review of her financial situation. Wall & Associates, Inc. is not a fraud and we work very hard to ensure our clients receive fair and competent representation before the IRS and state taxing authorities. Our office is more than willing to continue an open channel of communication with Ms. [redacted] and would like nothing more than to represent her before the IRS regarding her tax controversy. 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:

ATTN; Emilee [redacted] I am writing you on the case number [redacted]. I am still not happy with the outcome of my case. I would like you to see if you could still get my full refund back from Wall and Associate. I can be contact at [redacted] if you need to talk to me . Thank you so much for your help on the matter.ATTN; Emilee [redacted] I am writing you on the case number 11299415. I am still not happy with the outcome of my case. I would like you to see if you could still get my full refund back from Wall and Associate. I can be contact at 9196630461 if you need to talk to me . Thank you so much for your help on the matter.

Review: I believe I had been grossly manipulated into believing that Wall & Associates was truly trying to resolve my issue when in fact they were taking advantage of my lack of knowledge as to the process of working with the IRS only to gain wealth for themselves. I had asked a number of times to get a payment plan put together and they continuously detoured me from my request by letting me know that we had to do this step, or that step first. They told me not to make a payment plan at the time or deal directly with the IRS because their plan was to get the debt lowered. Each time I expressed concern as to it taking so long to get things settled they told me that there was a process when dealing with the IRS. Their plan was to delay the IRS to gain more time to make an offer to them on my behalf. They never intended to do anything for me other than delay the IRS so THEY could make more money from me. Wall & Associates simply took advantage of me. Their services were to include stopping any levies on my wages or property and to set up payment plans. I now have levies and wage garnishments that Wall & Associates could not stop 2 1/2 years after beginning the process for both my home and my wages and I still did not have a payment plan. I am now facing the life of the working homeless, and I have their misrepresentation and lies to thank for that . In the past two and a half years they have stolen over $32,000.00 dollars from me and my family, by falsely stating and coercing me to believe that their firm could help me. I have now contacted the IRS myself and am doing what their company said that you would do for me when I hired them.Desired Settlement: I feel that the only thing Wall & Associates could do is refund the money that they had taken from me for services that they did not perform and resolve.

Business

Response:

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

complaint made by Mr. [redacted] received on June 1, 2015 (copy enclosed). 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. We work as

quickly as possible to resolve tax matters, and often times there are minor

road blocks or issues that come up along the way that must be addressed before

a resolution can be finalized. A substantial amount of work has been completed

on Mr. [redacted]’s case. Upon receipt of the case on July 19, 2012, the case

team submitted the IRS Power of Attorney forms for processing. Additionally, we

contacted the IRS that day and the representative notified our office that Mr.

[redacted] had not filed taxes for several years, including 2011. The

representative also notified our office that the IRS had completed a Substitute

for Return for tax year 2000 which had a liability of $63,345.57. We requested

transcripts to validate this information and also assist Mr. [redacted] with

getting compliant with his filing requirements. We spoke with Mr. [redacted]

later that day and introduced him to the team which would be handling his case.

Additionally, we notified him of our conversation with the IRS. We scheduled a

conference call with Mr. [redacted] to discuss his liability at length and the

initial plan to move forward towards resolution of his tax matter. A letter was

then mailed for Mr. [redacted] which requested specific financial documentation

for our office to being evaluating his financial situation and plan for a

resolution for his tax matter as a whole. Subsequently, we mailed a request to

the IRS which requested a collections hold on his liabilityWe filed a

Collection Due Process Hearing request with the IRS on July 20, 2012 in

response to the final notice Mr. [redacted] had previously received from the

IRS. On August 6, 2012, our office contacted the IRS and ordered the remaining

transcripts needed to fully evaluate his case. Additionally, Mr. [redacted]

notified our accounting department of an issue with his payment and requested a

refund so that the fees could be paid by other means. Our Accounting department

refunded the fees and placed Mr. [redacted]s account into a stop work status as

other payment arrangements had not been set. On August 24, 2012, Mr. [redacted]

made other payment arrangements and brought his account with us to an active

status. By August 29, 2012, our office had not received all of the transcripts

from the IRS. We called the IRS on multiple occasions throughout the next

several days in order to obtain all the necessary information. Additionally on

August 29, 2012, our office submitted a request to our sister company [redacted] for their assistance in the preparation of Mr. [redacted]’s unfiled tax

returns. We then contacted Mr. [redacted] to update him on his case status and

the referral. Throughout September 2012 we maintained communication with Mr.

[redacted] on the status of his case and the need for the financial

documentation we had previously requested. We contacted Mr. [redacted] on

October 18, 2012 to discuss the upcoming Collection Due Process Hearing with

the IRS and the documentation we needed from him in order to comply with the

IRS request for documentation, however a message had to be left. We mailed a

follow up letter to Mr. [redacted] requesting the specific documentation

required. We did speak with Mr. [redacted] the following day regarding the

information we needed. We held the Collection Due Process Hearing with the IRS Settlement

Officer on October 23, 2012. At that time, the Settlement Office granted us one

week for submit the tax returns for 2007-2011 for processing with the IRS. We

immediately followed up with Mr. [redacted] regarding the outcome of the

hearing and notified him of the deadline of October 30, 2012 to file the tax

returns. Subsequently, we also emailed Mr. [redacted] the wage and income

information to assist him in getting the tax returns prepared locally. On

October 30, 2012, our office contacted Mr. [redacted] for an update on the

status of the returns being prepared and he notified us that none were

completed at that time. We then immediately submitted a fax to the Settlement

Officer requested additional time to provide the tax returns. As of November 21,

2012, our office had not received the tax returns form Mr. [redacted]. We spoke

with him that day and he advised our office that someone locally was working on

preparing the returns and they were not completed at that time. We followed up

with the Settlement Officer on November 26, 2012 and a message was left

requested a return call. Our office received the Notice of Determination

sustaining the lien filing against Mr. [redacted] as a result of the collection

Due Process Hearing on December 10, 2012. We contacted Mr. [redacted] that day

but had to leave a message requesting a return call. This is a normal part of

the process that we are accustomed to seeing with the IRS and it is very rare

that the IRS would withdraw or delete a lien in this situation. We spoke with

Mr. [redacted] on January 10, 2013 and he notified us that the tax returns for

2002-2011 had been completed by the preparer. It was requested that he provide

these returns to our office for review and submission to the IRS for

processing. We additionally discussed the upcoming filing deadline for tax year

2012 and advised Mr. [redacted] to have it completed timely. We received the

tax returns on January 24, 2013 and reviewed them for accuracy. Upon completion

of our review, we submitted them to the IRS for processing. We contacted the

IRS Automated Collection Services (ACS) on February 26, 2013 and obtained a

collection hold on Mr. [redacted]’s account while the tax returns processed.

This request was not granted and we called again on March 8, 2013 and obtained

a 30 day collection hold on his account. On March 15, 2013, we contacted Mr.

[redacted] to discuss his case status and a message was left. We contacted the

IRS Automated Collection Services (ACS) department on April 10, 2013 and were advised

that the 2006, 2010 and 2011 tax returns had posted to Mr. [redacted]’s

account. The remaining returns were still processing; therefore, an additional

collection hold of 45 days was granted to allow time for the processing of the

remaining returns. On April 17, 2013, we spoke with Mr. [redacted] and he

advised us that the 2012 Tax return was filed with a balance owed. We then

provided Mr. [redacted] with a case status update. Subsequently, we mailed Mr.

[redacted] a letter regarding Estimated Tax Payments to ensure he was complaint

with payments to keep him from having a liability for 2013. During May 2013,

the case team submitted a request to the IRS for Mr. [redacted]’s case to be

placed into a Currently Non-Collectable status, as Mr. [redacted] did not have

the means to pay on his liability, and could not risk suffering IRS levies. We

also maintained communication with Mr. [redacted] regarding the status of his

case. Our office contacted the IRS on June 5, 2013 and were notified that the

tax returns for 2002, 2003, 2006, 2007, 2008, 2009, 2010 and 2011 had all

posted. The total liability for all tax years owed was currently $138,079.06.

Additionally, the IRS granted our office a 9 week hold for us to work out

options for resolution. The case team updated the IRS Form 433-A Collection

Information Statement on June 19, 2013. We then mailed the form to Mr.

[redacted] for his review and requested specific financial documentation to

support the information listed on the form. We followed up with Mr. [redacted]

on July 19, 2013 regarding his review of the form and the documentation we

requested. Mr. [redacted] advised our office that the information would be

emailed to us. We received the financial documentation from Mr. [redacted] via

email on August 5, 2013. Our office then began working on completing the

financial form from the documentation he provided. We spoke with Mr. [redacted]

on September 10, 2013 regarding the financial documentation and the remaining

information needed to finalize the form. Our office submitted another request

to the IRS to ensure collection holds had been placed on Mr. [redacted]’s

account. We spoke with Mr. [redacted] again in detail regarding the financial

statement on October 25, 2013. We discussed with Mr. [redacted] the need to

have income and expense information for his wife even though she was not liable

for the taxes. We explained the reasons for this to the client and he let us

know he would email the information to us. We spoke with Mr. [redacted] on

November 22, 2013 regarding the financial statement. He advised us of some

recent changes in his financial situation. We verbally updated the IRS form

433-A over the phone with the changes. As of December 13, 2013, we had not

received the financial information and we contacted Mr. [redacted] and left a

message. Additionally, we sent him a letter regarding the upcoming deadline for

the 2013 tax return. On January 17, 2014, we spoke with Mr. [redacted]

regarding the financial changes he notified us of in November. We again requested

the financial documentation to substantiate these changes. Additionally, we

discussed the foreclosure of his home and his upcoming move. We then sent Mr.

[redacted] a letter as a follow-up to our conversation and requesting the

needed documentation. On March 21, 2014, we spoke with Mr. [redacted] regarding

the upcoming filing deadline for the 2013 Tax Return and that Mr. [redacted]

did not expect a liability when he filed the return. Our office contacted the

IRS on March 21, 2014 to ensure collection holds were still placed on the

account. A 10 day hold was granted by the representative we spoke with. We

contacted the IRS again on March 31, 2014 and obtained a 30 day collection hold

on Mr. [redacted]’s account. On April 28, 2014, we received the financial

documentation from Mr. [redacted]. We notified Mr. [redacted] of receipt that

day and began updating his form 43-A Collection Information statement with the

information he provided. Upon completion of the form we contacted Mr.

[redacted] on May 23, 2014 and scheduled a conference call to discuss his case

options in detail for May 29, 2014. We called Mr. [redacted] on May 29, 2014

for the scheduled call and message was left. The following day, we spoke with

Mr. [redacted] and discussed our review of the 433-A form, along with the IRS’s

methods for calculating the ability to pay and Offer amounts. Additionally, we

discussed income and expense allocation for his non-liable spouse. Mr.

[redacted] notified us that the additional documentation we would need would be

provided. On June 18, 2014, our office received the remaining financial

documentation from Mr. [redacted]. We followed up with Mr. [redacted] that day

regarding receipt of it. After completion of the financial statement we mailed

it to him on July 17, 2014 for his review and signature. On July 29, 2014 in

response to a final collection notice from the IRS we prepared and submitted a

Collection Due Process Hearing Request to the IRS. We spoke with Mr. [redacted]

regarding this on August 15, 2014. After receipt of the notice from the IRS

scheduling the Collection Due Process Hearing we contacted Mr. [redacted] and

sent him a letter regarding the upcoming hearing and the documentation we

required from him for this particular hearing. The IRS had asked for more

current information regarding his financial picture than what they had on file.

This is also a normal IRS procedure we are accustomed to with any client’s

case. Our office held the hearing on October 8, 2014 with the Settlement

Officer. We were unable to provide the requested financial documentation as we

had not received it form Mr. [redacted]. The Settlement Officer granted an

extension until October 28, 2014 to provide it for preview and consideration.

Subsequently, we spoke with Mr. [redacted] and sent him a letter again

requesting the documentation required. As of October 28, 2014, our office had

not received the documentation from Mr. [redacted]. We called and sent a fax to

the Settlement Officer requesting additional time to provide the documentation.

On October 29, 2014, we spoke with the Settlement Officer and were granted an

extension until November 12, 2014. We then followed up with Mr. [redacted]

regarding the needed documentation. On November 12, 2014, our office had not

received the documentationfrom Mr. [redacted] were unable to obtain further

extensions of time to provide the information to the Settlement Officer. Our

office received the Notice of Determination on November 25, 2014 regarding the

outcome of the Collection Due Process Hearing and the sustainment of the lien

filing. We contacted Mr. [redacted] that day and discussed the notice with him

and the plan to move forward towards a resolution of his case. We spoke with

Mr. [redacted] regarding his case in December 2014 and again requested the

financial documentation needed. On January 30, 2015, we spoke with Mr.

[redacted] again regarding the form 433- A Collection Information Statement and

what could be expected from the IRS upon their review of this form. We again

discussed the importance of having the non-liable spouse’s financial

information to accurately allocate expenses which could adjust the 433-A form.

We spoke with Mr. [redacted] on February 25, 2015 and notified him of the

collection hold on his account. On April 6 2015, we spoke with Mr. [redacted]

regarding the IRS lien filing and he notified us of a deed that was being filed

and the lien could halt the process of the home situation. We spoke with the

IRS on April 10, 2015 and were informed of a wage levy that was issued against

Mr. [redacted]. The IRS requested financial documentation in order to release

the levy. We advised the IRS representative of the previous collection hold

granted on Mr. [redacted]s account through May 5, 2015 and the representative

agreed to release the levy that day. We then contacted Mr. [redacted] that day

to provide him with a detailed case status update. We reached out to Mr.

[redacted] on multiple occasions on April 13, 2015 and were finally able to

reach him. During our conversation, Mr. [redacted] indicated that he wished to

terminate services. His case was immediately referred to our Client Services

Group for them to review his case and resolve any concerns or requests that Mr.

[redacted] had. Our office was doing all things possible to keep collections

from the IRS at bay and working on planning for a viable resolution for Mr.

[redacted]’s tax liability. Without the proper documentation, we were unable to

do the necessary case planning and solidify a plan to resolve the liability.

The process of convincing tax collection personnel to adjust a tax account

requires detailed records of the taxpayer’s finances. This is why we request

the financial documentation frequently throughout the case. Our office

requested documentation regarding the non-liable spouse from Mr. [redacted] on

multiple occasions which was not received. In order for our office to plan for

a successful resolution with the IRS and complete the same collectability

calculations as the IRS, we needed this documentation. We are sorry to hear

that Mr. [redacted] feels that we took advantage of him. Our goal was to

successfully get Mr. [redacted] complaint with all filing requirements and

complete a resolution with the IRS to resolve his tax liabilities. We were

actively working on the IRS form 433-A Collection Information Statement in

order to accurately calculate Mr. [redacted]’s payment potential to the IRS.

Unfortunately, not receiving all of the financial records and documentation we

needed halted our progress and we were unable to fully complete the form. Mr.

[redacted]’s comments states that we did not stop garnishments and property

liens. As our summary indicated, we successfully held off collections by the

IRS on Mr. [redacted] throughout the duration of his case. In the event an IRS

levy was issued, we immediately had it released. Wall & Associates, Inc.

has not completed any work on Mr. [redacted]’s case since he terminated

services; therefore, if he is currently being levied, it is because our

collection holds have expired. Additionally, the IRS will file a Federal Tax

Lien. While our office went through the Appeals Process for the filing of the

lien, we were unable to get it released with the IRS. A federal tax lien is the

government’s legal claim against property when a taxpayer owes a debt. The lien

protects the government’s interest in all property. While the tax lien is

there, it does not mean the IRS will immediately seize the property. Once a

resolution is completed and paid in full with the IRS, Tax Liens are released.

Part of our service involves credit clean-up with our clients to ensure tax

liens are released, and that the credit bureaus are notified of this.

Unfortunately, we did not get to the point of a resolution being accepted and

paid when Mr. [redacted] terminated services with our company. Ultimately, we

put forth great effort on Mr. [redacted]’s 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. 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

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’m the person who

is sorry to say that I hung in there way too long and by allowing Wall and

Associates to drain me of $32,000.00 in almost 3 years of IRS tax delays and

stall tactics, I could have just paid towards my IRS tax debt and made

arraignments myself without the levies

and wage garnishments. At the time that

I had contacted Wall and Associates about my tax debt there were no levies and wage garnishments against

me. Only after 33 months of paying Wall and Associates $800.00 in monthly installments and

$6500.00 cash down did I get levies and wage garnishments against me with which

Wall and Associates did not

know about until I contacted Wall and Associates and asked why this was allowed to happen.

Wall and Associates stated in their response that they “Work

as quickly as possible to resolve tax matters” well I don’t think that by

stalling the IRS for nearly 3 years is quick or even a reasonable amount of

time. Wall and Associates

only did the delay tactic so they could keep billing my bank account $800.00 a

month. I terminated

services with Wall and Associates because they were not performing a service with which I was

expecting a resolution of some sort in a timely matter as they had promised

from the beginning.

I will not settle for less than a refund of

the money I paid to Wall and Associates for their so called “Work”. Wall and

Associates did not deliver the services of a resolution to my tax problems as

promised.

Regards,

Business

Response:

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

additional comments made by Mr. [redacted] received on June 15, 2015 (copy

enclosed). We have read Mr. [redacted]’s statements and take these seriously.

We did work on his tax problem in attempts to fully resolve the matter in his

favor. Our goal was to help and coach Mr. [redacted] through becoming compliant

with all filing requirements and then complete a resolution with the IRS to

resolve his tax liabilities. We were actively working on the IRS form 433-A

Collection Information Statement in order to accurately calculate Mr. [redacted]’s

payment potential to the IRS. Unfortunately, not receiving all of the financial

records and documentation we needed halted our progress and we were unable to

fully complete the form. Being unable to complete the form, our office was not

capable of completing and submitting an ultimate resolution for Mr.

[redacted]’s tax matters. We did successfully hold off collections by the IRS

on Mr. [redacted] throughout the duration of his case. In the event an IRS levy

was issued, we immediately had it released. 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 benefit for a case taking more time to resolve. We have

no intention of placing any blame on, or pointing any fingers at Mr.

[redacted]. He feels dissatisfied and we will only work to rectify that. In a

good faith effort, we would like to resume work for Mr. [redacted] at no

additional cost to him. Any past due balance will be removed and we can start

work immediately. We do not know the current status of his IRS accounts and if

the IRS has levied since we have not worked the case since April when he

terminated services. If levies are on the account, our first task at hand is to

work on an alternative to those and an ultimate release of the levies. The tax

matter remains, and we only want to resolve the problem for Mr. [redacted]. It

is a serious problem that we know was not intentionally incurred, and we know

the stress, frustration and outrage it causes to taxpayers who can’t seem to

make progress with the IRS. We will be glad to speak with Mr. [redacted]

directly if he would like to. We can then discuss the case and how we should

proceed along with his preferences for moving forward. 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 am writing in response to Wall & Associates reply

regarding my dispute of them handling my tax debt as they were hired to do. My

complaint is still as it was. When I hired the company it was my understanding

they could assist me in getting my tax debt resolved in a very timely manner. I

paid them the amount they asked me to pay up front and they continued to

collect 800 dollars a month from my account as they “worked” to resolve my

issue. I was expecting resolution with the IRS through them within a reasonable

amount of time and was not able to get that. Did they file the necessary

paperwork they stated they did, most likely so. Did they file the paper work

with the IRS knowing FULL WELL that I did not qualify for was a tax reduction as

they stated they were going to try to get me ??? ABSOLUTELY they did. Wall

& Associates are the professionals and although they were very

unprofessional and in my eyes unethical is collecting unnecessary money from

me, they certainly know the IRS laws or they would not have “followed” the

process. Knowing the laws I feel they also should have been HONEST with me from

the very beginning and let me know that my income did not allow for me to have

a tax reduction or anything else they filled papers out for and simply go to

making arrangements with the IRS for a payment plan.They did not do this

because this would have cut their profit margin down greatly. Since the IRS

decided to take action and put a request in for wage garnishment and a levy on

my home I have worked with the IRS directly. I was able to stop the garnishment

and the levy, not Wall and Associates. In fact I am the one who notified Wall

and Associates this was happening not them letting me know. Wasn’t this what I

was paying them to do to represent me? To find resolution and stop the levy and

garnishment from happening? When I call them and state the garnishment was

requested they said that it was part of the process and they would once again

fill the paperwork out to have it stopped. Once again, another form another

stall tactic so they could make more money off me. Money that could have been

paid to the IRS over the past two years. Wall and Associates did not in any way

help me come to an agreement on payments with the IRS, they manipulated me and

took advantage of my checking account every month until I put a stop to it. I

have done my research since termination of services with this company and I

have discovered they have many complaints the same nature as mine. This tells

me that Wall & Associates make it a practice to be manipulative, and

dishonest and do what is right for them not the client. So, with that said I

decline their offer of finishing the process with me as I have done that

myself. Ironically it took me ONE phone call to the IRS directly stating I had

been working with a company that got me to the point of garnishment and I was

more than willing to make payment arrangements with them which immediately

stopped the garnishment and ONE set of forms to fill out to make the payment

arrangements. The rep I spoke to was very helpful and sympathetic that I had

been through this nightmare with your company and stated that all too often he

sees things like this happen. Perhaps going forward you could advise those

clients that you truly can’t help and can only do stall tactics with the intent

of personal financial gain, as this is all you really ever did for me. I

believe your company owes me all of my money back because you willfully and

knowingly continued to collect your monthly payment knowing the end results

would not be in my favor but in yours. Knowing that all you were doing was

keeping the IRS at an arms length so you could collect more. Knowing the end

results would be exactly as it was.

Regards,

Business

Response:

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

additional comments made by Mr. [redacted] received on June 30, 2015 (copy

enclosed). We have read Mr. [redacted]’s statements and are sorry to hear that

he remains dissatisfied with our services and offer to resolve his complaint.

Our goal and focus on Mr. [redacted]’s case was to help and coach him through

becoming compliant with all filing requirements and then complete a resolution

with the IRS to resolve his tax liabilities. Upon receipt of the unfiled

returns, we submitted those the IRS for processing. Our office was notified by

the IRS in June of 2013 that all the returns were processed and posted to Mr.

[redacted]’s account. While waiting for the returns to process with the IRS, we

were actively working on the IRS form 433-A Collection Information Statement in

order to assist in planning for a resolution of the case. Unfortunately, not

receiving all of the financial records and documentation we needed halted our

progress and we were unable to fully complete the form. Being unable to

complete the form, our office was not capable of completing and submitting an

ultimate resolution for Mr. [redacted]’s tax matters. Additionally, until the

form is fully and accurately completed, we have no way of knowing which

resolution programs the IRS offers would assist Mr. [redacted] in resolving his

tax matter. Again, 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. From Mr. [redacted]’s latest comments, it is apparent to us that he has

contacted the IRS directly and set-up an Installment Agreement to repay the tax

liabilities. We are still willing to resume work for Mr. [redacted] at no

additional cost to him. Any past due balance will be removed and we can start

work immediately. Additionally, we are willing to cap Mr. [redacted]’s fees

meaning that he would not need to pay any further monthly fees for us to work

on his liability. We will be glad to speak with Mr. [redacted] directly if he

would like to. We can then discuss the case and how we should proceed along

with his preferences for moving forward. If any additional information is

required, please contact our office directly. 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]

Wall and Associates will do nothing but take your money! We trusted them with our tax problems, and all that was accomplished was our monthly payment to them! Now we still have a huge tax debt, and thousands more down the drain! They are criminals!

I would like to share my experience in the favorable outcome of my case with the IRS. The diligence and focus exercised on my behalf were undoubtedly pushed to the limit at times. Although, I grew impatient and sometimes demanding, the team's professionalism, courtesy and dedicated support never waivered.
I would have no hesitation in recommending Wall and Associates to anyone needing services of this nature.

I am very pleased with the professional attention I received during my business dealings with Wall and Associates. Each team member made me feel like my business was not only important but that my satisfaction mattered. Wall and Associates has earned a gold star rating in my book!

Review: I had an unexpected bill to the IRS of approx 3500usd!i spoke with rep of Wall Y Assoc name George I believe his name!i drove two hours to meet him! I had to pay a retainer fee of 2000usd for them to respresent me! I filed my tax return for 2013 which the IRS took 75-80% of my return and applied to my balance!i aggreed to pay 350usd per month which I did faithfully 175usd every pay period! it is now march 2015 and my case still has not been settled! Ive paid this fraudenlent company over 5500usd way more than the IRS and still no results! My so called team one member name [redacted] is particular along with others keep calling me with inconsistent/incccuarte info! They dont call when they say they are! They sound like complete amatuers and should all be ashamed for running a scam! I am beyond angry at this point with this entire company! None of them addresses the issue of me paying them double than the IRS. The end of feb I was transferred to [redacted] in the consumer dept to stop all payments which she stated she will do of course. I took the next step to be sure by calling my bank and closing my acct I given to these vulchers!Desired Settlement: I would like every dollar ive given them plus all my documents they have on file collecting dust!

Business

Response:

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

to the above referenced complaint received on March24, 2015 (copy [redacted]). Mr. [redacted]

sought out and hired our services in March 2014 foradministrative tax representation.

The case team rapidly acted on the clients’ case to begin workon review of additional taxes the

IRS had proposed against the clients.A substantial amount of work has

been completed on Mr. [redacted] case upon hiring ourservices for administrative tax

resolution for the Internal Revenue Service (IRS) on March 21,2014. Upon receipt of the case and

our initial review of Mr. [redacted] tax matter, we determined thedebt was not as large as Mr. [redacted] initially thought when he hired our service. Additionally, ouroffice prepared and submitted an

Offer in Compromise on Mr. [redacted] behalf to the IRS in orderto ultimately resolve his tax

liability. To our knowledge, the Offer in Compromise is still openand pending with the IRS Offer in

Compromise department. The IRS has set a deadline of March30, 2015 to provide additional

documentation for the continued review and consideration of theOffer in Compromise.Furthermore, we are also working to

have the debt removed totally through an insolvencyprocess with IRS. Prior to the

complaint being filed, our office was in communication with Mr.[redacted] regarding his concerns. To

resolve this complaint, we have reached out to Mr. [redacted]directly so that we can provide fee

consideration and continue to work to resolve his tax matter. Hehas requested to speak to only one

caseworker on his team and we most certainly will comply withthat request. In addition, we had

previously capped his monthly fees, meaning no further monthlyfees would be required for his

case. We have resolved this directly with Mr. [redacted] at this time. We ask that

you please notatethis complaint as closed as

administratively resolvedIf you require any further

information, please contact our office. Thank you for your timeand 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,

[redacted]I left you a vm not accepting the response from wall y assoc. regarding my claim.

Review: On Sept 26, 2015, I gave Wall Assoc $2,000 to help me with an anticipated tax issue of $12,840. I had an extension until Oct 15th. When I filed on 10-5th, my IRS liability was $2,730. I immediately notified Wall & Associates on 10-6th that I didn't need their services because my tax debt was much lower than I had anticipated. I requested a refund munus the charges for services rendered in that one week. I also requested an itemization of each charge. I had a free consultation with a Mr [redacted] in their NY office, I had a phone conversation with [redacted] from the Va office, she explained that the next step was for me to be assigned a group to handle my case. I recieved a welcoming letter from Ms [redacted] dated 10-6th. I also receiver an identical welcoming legtter from Grace M[redacted] also dated 10-6th. I called them on 10-6th to cancel my case because my tax debt was so much smaller than I had expected. I got a call from one of the ladies mentioned above today 10-15th stating that I was not due any refund. I asked for an itimization of all services that amounted to $2,000. I was told that they did not provide itimized statements of their services. The duration of my contract with Wall & Assoc. was less than two weeks. I understand that it is reasonable to cancel services that I don't require. I want to know how Wall & Assoc. can justify charging me for services that were totally incomplete? I am a advanced senior on a fixed income. I need my money to pay IRS. I hope you will bring some relief to me at this time. Sincerely, [redacted]Desired Settlement: I want Wall & Assoc to provide me with an itemized statement of their justification of charging me $2,000 for incomplete services.

Business

Response:

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

complaint filed against our company regarding thefees paid and services rendered to Ms.

[redacted] A. [redacted]. Ms. [redacted] sought out and hired our servicesin September of 2015 for administrative

tax representation.In Ms. [redacted]'s complaint she is

requesting a refund, minus any fees, that our company mayhave earned for services rendered and is

requesting an itemized listing of each charge that has beenbilled to her. Due to the sometimes

complex nature of tax resolution, and the inherent uncertaintiesin rendering services to clients, our

firm operates on an initial fee I monthly fee based structure inlieu of itemized billing. We sincerely regret

that due to this policy our company does not keep anitemized listing of charges. Our company is,

however, committed to fair and honest billing whichis why we clearly lay out all of these

policies prior to an agreement to represent a client before anytaxing authorities. As a matter of

policy, we strictly require that all clients sign this agreement inorder to make sure they have been made

aware of these terms and to prevent any unnecessarygrievances from occurring.In response to Ms. [redacted]'s request for a

refund, we clearly explain to each client that anextraordinary amount of work is required

in the initial phases of a case. This is part of the reasonwe charge a reasonable initial fee to

begin a case. Ms. [redacted] herself believed that she would havea tax issue of around $12,840, and our

office took the necessary steps to resolve a case with sucha balance. While we are pleased to hear

that Ms. [redacted]'s actual tax liability turned out to be muchless than she anticipated, our office had

already completed a substantial amount of work inpreparing to resolve her anticipated

liability. While we would like to offer some form of refund,our office is unable to do so due to the

amount of work completed on her case. While our office cannot provide Ms. [redacted] with ail itemized

list of charges, we do keepdetailed records of all work associated

with an individual case. We have summarized the workcompleted on her case and genuinely hope

that this will satisfy her request.Ms. [redacted] first contacted our office on September 16, 2015.

She was unsure of theamount she owed, and stated that she had

not filed her 2014 taxes, and had questions. She requestedto meet with one of our associates, and

a meeting was scheduled for September 26, 2015, in ourNew York office, with our associate, [redacted]. They discussed her tax issue, and shecontracted us that day to assist her

with her IRS, state of New York, and local tax issues.On October 5, 2015, Ms. [redacted]'s case was

assigned to a case team. We immediately filedpower of Attorney forms with the

Internal Revenue Service (IRS) to notify them of ourrepresentation. We contacted Ms. [redacted]

that day to verify the information we received with thecase, to provide our contact

information, and to obtain background information regarding her taxmatter, but had to leave a message. An

introductory letter was then mailed to her that introducedher case team, and requested specific

financial documents in order to begin evaluating possibleresolutions regarding her tax matter. We

spoke with her at length on October 6, 2015, anddiscussed the details of her tax

liability. She explained that she had been issued a 1099-C forapproximately $12,800, due to a debt

with [redacted]. We explained that we would look into whethershe would have to claim this as income

on her 2014 tax return. After determining how she shouldfile, and what her eventual balances

would be, we would then establish a plan for resolving hercase. We scheduled a conference call

with Ms. [redacted] for October 22, 2015, at 10:30 a.m. Wefollowed our call by sending her an

email with our office contact information, and a copy of theinitial letter we had mailed to her.On October 7, 2015, we performed a

thorough review of the information we had receivedwith Ms. [redacted]'s case. We researched the

applicable IRS statutes pertaining to her situation, anddetermined that she would need to

include the 1099-C in her 2014 filing, but should have her taxpreparer complete IRS Form 982,

Reduction of Tax Attributes, to determine whether the 1099-Cshould in fact be viewed as income. We

called Ms. [redacted] that day to discuss our findings, andadvise her on how to proceed. We explained how she

should file her 2014 return, and she statedher intentions to dispute the debt with

[redacted], as well as file a complaint with the New YorkDepartment of Finance regarding this

issue, as she felt that their actions were unfair. We explainedthat we would research her case and

determine whether we could assist her with this process, andassured her that we would assist with

any potential balances resulting from her tax filing. We alsoasked that she forward a copy of her

2014 tax return to our office once it was completed. We sentan email to Ms. [redacted] following our

call.We received an email from Ms. [redacted] on

October 9, 2015, in which she informed us thatshe was no longer in need of our

services. She stated that she had filed her 2014 return, and thather total balance due was approximately

$2,700. She felt that her balance was not substantialenough to warrant our assistance, and

requested a refund of the initial $2000 fee she had paid. We immediately

contacted Ms. [redacted] and explained the substantial work that had already beenperformed on her case, and assured her

that there were still_ resolution options available for her taxmatter, and that we would like to

continue to assist her. She again stated her desire to terminateour contract and obtain a refund of the

fees she had paid,' and we explained that a member of ourClient Services Group would contact her

to discuss her request.Our Client Services Group spoke with Ms:

[redacted] on October 9, 2015, and discussed herrequest to terminate our contract. As

she had also contracted us for her state and local taxes, weasked what her liability would be for

those taxing entities. She stated that the balances would beminimal, and requested a refund of a

portion of her initial fee. Our Client Services Group thenperformed an internal review of [redacted] verified that she had noadditional outstanding IRS balances, and

that her 2014 tax return had been received, and wasprocessing. As we did not yet have New

York Power of Attorney forms uu file, anti were unsurewhich locality Ms. [redacted] might owe tax

to, we were unable to verify those balances. Our ClientServices Group followed up with Ms.

[redacted] on October 15, 2015, and discussed the work that hadbeen completed on her case since we had

received it. We also explained how we could continueto assist her with her tax issues; however,

she declined our offer of further assistance. We explainedthat, as a substantial amount of work

had been completed on her case in a short lime, a refundcould not be granted. She then requested

an itemized hourly billing statement, and we explainedthat our services are billed monthly,

not hourly, but that we could provide her with a writtensummary of her case. We reiterated our

desire to assist her with her tax matters, but she againdeclined.If you require any

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

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 [redacted]; This is to inform you that I want my case against Wall & Associates,Inc. has not been satisfactorily settled. I want to continue my complaint against this company. Their enclosed letter described services and or events that did not happen. I will follow up with my detailed letter. This email is to meet your 7 day timeframe to respond. Sincerely [redacted]

Business

Response:

Dear [redacted] we are writing in response to the complaint

filed against our company regarding the fees paid and services rendered to **

[redacted]. On November 13, 105 out office received a follow up response from

[redacted]After review [redacted] reply we contacted her directly and

working out an amicable, mutually beneficial, resolution to her dispute using

our own internal complaint resolution channels. Out office now considers this

matter closed with the Revdex.com Serving Central Virginia effective November 13, 2015.

We request this complaint be immediately

closed as resolved.If you require any further information, please contact our

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

Consumer

Response:

[A default letter is provided here which indicates your acceptance of the business's offer. If you wish, you may update it before sending it.]

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

Regards,

Review: My Experience with Wall and Associates, Inc.

July 28, 2015

[redacted] W. [redacted]

My story is very similar to others I've read on the internet, unfortunately after the fact that I lost money.

Due to my husband’s retirement we owed a huge amount in taxes. We sold our cars etc. to try and pay our tax amount down. One day I received a letter from the IRS stating that they wanted the $12,000 we owed them immediately. Prior to this letter, I had been on a payment plan to the IRS/State of Virginia for $150.00 a month. When I received the letter requesting the $12,000 tax penalty immediately I panicked. With the economy being what it was and my husband’s failing health, I didn't have the funds to pay that amount. Hearing the Wall & Associates (W&A) television ads numerous times I decided to give them a call. My husband attended the initial meeting and then both of us attended the second meeting accompanied by all my financial data to see if I qualified for their program.

The representative heard my case and looked over my finances and told me my situation was why they are in business. He said my case would be a slam/dunk and only take a few months. He rattled off a list of accreditation their company had, and one being a positive rating from the Revdex.com. Their fee would be $2500 to start and $350/month from my account until the case was resolved. My debt was a little over $12,000 and he said they could get that reduced to about $5000 or less. I signed up for the program and went home thinking this “thing”/stress/pressure hanging over my head was finally being worked out. To make matters worse my husband had surgery in January, 2015 and has not been able to work since that time so I have been paying all our expenses except for our mortgage.

I had all the documents (25-30 documents) they had asked for collected, copied and mailed/emailed to them within a couple months.

When I let them know I was becoming concerned with the length of time this was taking, they said they needed additional documents and gave me a list. They were the same documents I had already copied and sent, they claimed they didn't have them. I did the procedure again and this time sent them by certified mail. They stated they needed updated copies of the documents, that the IRS requires it.

Last week I was told by [redacted] that they forgot to put my property on my “Offer in Compromise”. They finally advised me that I had too many assets and that the IRS probably wouldn't reduce the amount I owed but I could continue to pay them for 5-7 more months to see what would happen. I then asked to speak to a manager and received a call from someone named [redacted] (manager of client relations). [redacted] called me back today and said that she reviewed our case. The jest of her conversation was that Wall and Associates had done everything they could for us. I told [redacted] that they had not done anything other than take my money. She also stated that they had arranged with the IRS for me to pay $155. per month. Prior to Wall I was already paying $150 per month.

In summary, I am in no better situation than I was prior to going to Wall and actually I have lost money ($4250.) which I could have paid to the IRS.

The whole point of joining their program was to reduce the amount I owed to one that was affordable without having to sell off things I use daily.

I think I am about 6 months in at this point and had spent $4250 for their "service". Today I told them their services were no longer needed. I'd have been much better off putting that $4250 toward the debt I owed the IRS, it was money thrown away for nothing. I remember when they were completing my financials they told me that I was about $600 in the “red” every month and they still demanded that I make my payments to them on time or they would “stop working” for me. (No conscience!)

It really upset me that W&A would take advantage of people already down on their luck, this is the worst kind of scam in my opinion. Remember I mentioned the Revdex.com? Well that positive rating proved to be false!! When I did some digging (which I should have done first) I found numerous complaints. Stay clear of Wall & Associates, they'll do nothing but suck more of your precious funds away from you and not think twice about it!

Payments to Wall and Associates

Initial payment: $2500.

Feb. 1, 2015 $350

March 4, 2015 $350

May 5, 2015 $350

May 24, 2015 $350

June 30, 2015 $350

Total: $4250.00Desired Settlement: I believe this "company" is participating in false advertising! Their website states that they provide solutions to your tax problems.

Business

Response:

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

complaint made by Mrs. [redacted] received on July 29, 2015 (copy [redacted]). Mr.

& Mrs. [redacted] hired Wall & Associates, Inc. for administrative tax

representation before the taxing authorities to assist in resolving their 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. 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 Mr. and Mrs. [redacted] case upon hiring our services for

administrative tax resolution for the IRS on December 1, 2014. Upon receipt of

their case, we attempted to contact them to go over the initial case

information received and left a message for a return call. We also mailed

letters welcoming them to Wall & Associates, Inc. as well as requesting

pertinent financial information in order to determine their ability to pay the

liability owed and plan for a resolution on their case. The Power of Attorney

forms were immediately filed with the IRS and State of Virginia to notify them

of our representation. The next day, December 2, 2014, we contacted the IRS and

were informed that there was an outstanding liability for tax year 2011, 2012,

and 2013 form 1040 totaling $12,322.85 due to an underreporting issue from the

original returns that were filed. We contacted Mr. and Mrs. [redacted] later

that day and went over the initial case information with Mr. [redacted]. We

scheduled a conference call with him for December 16, 2014 to further discuss

the case and to allow them time to submit the financial information requested

and allow us time to complete their case research and to develop a case plan.

Mrs. [redacted] called back later that afternoon and we discussed the same information

with her as well. We contacted the State of Virginia for a compliance check

once the Power of Attorney forms had processed on December 5, 2014 and were

informed of an outstanding liability from tax year 2011 totaling $563.29. We

were also informed that the clients were currently in an Installment Agreement

with the State of Virginia for $141.00 each month. We created the IRS financial

statement Form 433-A for Mr. and Mrs. [redacted] based on information that was

initially received with their case on December 16, 2014. We contacted them for

the previously scheduled conference call and left a message for them to return

our call. Later that afternoon, Mrs. [redacted] called in and instead of

rescheduling the call, we held the call at that time and discussed the case and

financial statement with Mrs. [redacted] in detail. During that call, Mrs.

[redacted] informed us that they have a rental property that they receive rental

income from as well as their primary residence. We also discussed the types of

income and expenses that are paid within a normal month’s time. We discussed

with her that we would need the financial information that was previously

requested in order to complete the financial statement as well as documentation

on the rental property. On December 17, 2014, we received some of the financial

information from Mr. and Mrs. [redacted] via email. We saved the documentation

and updated the financial statement on December 22, 2014 with the information

we had. We contacted Mr. and Mrs. [redacted] on January 7, 2015 about the

information that was still needed and left them a message to return our call.

Later that afternoon we spoke with them and asked for verification of some of

the expenses and income that we had previously discusses as well as mailed them

a letter asking for the information. On January 19, 2015, we again received

some of the information needed for the financial statement, but we still needed

verification of the income and assets that we had previously discussed them

during the conference call. We contacted the IRS on January 27, 2015 in an

attempt to hold off collections until the remaining financial information was

received. We reinstated the previously defaulted Installment Agreement with the

IRS for $155.00 each month. On January 29, 2015, we received an email from Mr.

and Mrs. [redacted] about a notice they had received from the IRS threatening

enforcement action. We contacted the IRS to confirm that the installment

agreement was reinstated, which stopped further collection attempts and contacted

Mrs. [redacted] and explained to her why the installment agreement was

reinstated with the IRS. We also verbally requested the remaining needed

financial information. Subsequently, we mailed and emailed her a letter

requesting the financial information required. We contacted Mr. and Mrs.

[redacted] on February 13, 2015 and left message for them to return our call. We

received a return call from Mrs. [redacted] on February 17, 2015 and asked her

about the verification of the income received. Mrs. [redacted] informed us that

Mr. [redacted] was no longer receiving wages and the changes to their current

financial situation. Additionally, we discussed the financial verification

items we still needed to accurately plan for a resolution of their liability.

Mrs. [redacted] then asked about the progress of her case and we explained to

her that per the information that we have their financial statement looked good

for a settlement, but that we would still need some additional financial

information which we had requested multiple times to acutely prepare and plan

for their resolution. We updated the IRS form 433-A financial statement with

the information that we had in the case file on February 18, 2015. We then

contacted Mr. and Mrs. [redacted] on March 6, 2015 to ask about the additional

financial information we still needed. Mrs. [redacted] expressed concerns about

our monthly payment while she was continuing to pay the IRS on the Installment

Agreement. We advised her that the installment agreement was to hold off further

collections and if the monthly fee to us got to be an issue in the future that

we could refer her case to our Client Services Group. We again discussed the

financial information required to accurately complete their form 433-A. We

indicated that we would send the IRS form 433-A completed form the

documentation we had received to that point to them for review, completion and

notation of any adjustments or changes. We reviewed the financial statement and

mailed it to Mr. and Mrs. [redacted] on March 9, 2015. On March 13, 2015, we

received an email from Mrs. [redacted] about the rental property not being

included on the financial statement. We replied to her email asking again for

substantiation for the income and expenses paid on this property before we could

include it on the financial statement. We also informed her that she could

return the signed form 433-A along with the substantiation for the rental

property and we would properly adjust the financial statement once it was

received. We received an email from Mrs. [redacted] on March 16, 2015 containing

only the address for the rental property. We reviewed the case on April 3,

2015, and based on the information that we had in their file Mr. and Mrs.

[redacted] appeared to be good candidates for the IRS Offer in Compromise

program. We additionally created a list of items that were still needed in

order to complete the assessment and evaluation of their financial situation

for their case which included the 2014 tax return, proof of investment

accounts, and information on the rental property. On April 6, 2015, we received

an email from our accounting office that Mr. and Mrs. [redacted] were having a

concern with the monthly fee being paid for the services we were providing. We

immediately contacted them to discuss and left a message for them to return our

call. Later that afternoon, we were able to speak with Mrs. [redacted] who

expressed issues regarding the monthly fee and the Installment Agreement that

she was paying for the IRS. We explained to her that the installment agreement

was a temporary resolution to their case as we were still planning for a

resolution to resolve the liability as a whole. We discussed the IRS Offer in

Compromise program and that based on the information we had in their file, that

they would be good candidates; however, additional financial substantiation was

required to complete the evaluation. We also informed them that we would not be

able to settle any tax liabilities with the IRS as long as the 2014 tax return

was unfiled. Mrs. [redacted] expressed concerns about paying to get the returns

filed and paying us and the IRS. We advised her that the best thing for her is

to be proactive in being compliant with the IRS. We also discussed the 2015

return and if they would anticipate owing. We explained to her the compliance

requirement with doing any type of settlement with the IRS and that if they

anticipated owing for 2015 they would need to begin making Estimated Tax

Payments to avoid owing when the tax returns were filed. On April 8, 2015, we

completed the Offer in Compromise documents from the documentation in their

file and mailed them to Mr. and Mrs. [redacted] for review and signature with a

detailed letter explaining that we would need the Offer in Compromise

documents, the completed financial statement, and the offer fees all with

original signatures returned to us via mail. We received another email from our

accounting office on April 13, 2015 informing us that Mrs. [redacted] again had

concerns about the monthly fees. We then contacted Ms. [redacted] immediately

and left a message for her to return our call. We contacted Mrs. [redacted]

again that afternoon and discussed the issues she was having with the monthly

fee. We discussed the 2014 return that she had prepared. We submitted a request

to our Client Services Group that afternoon about the concerns Mrs. [redacted]

was having with the monthly fees. On April 23, 2015, we received an email from

our Client Services group that no fee consideration was granted to the

[redacted]’ due to the nature of the case and the work completed thus far on

the case. . Later that day we received an email from Mrs. [redacted] wanting an

update on her case. We contacted her immediately and discussed the 2014 return

that we had received and requested a legible copy as well as the current plan

for working towards a resolution with the IRS. On May 20, 2015, we contacted

Mr. and Mrs. [redacted] and left a message for them to return our call. We

expressed that we had not received a legible copy of the 2014 return or the

Offer in Compromise documents that were previously mailed to her. Mrs.

[redacted] said that she had returned them, but we had not received them. We

confirmed our address with her and she indicated that it was not familiar to

her and she probably sent them to a different address. We emailed her another

copy of the Offer in Compromise documents and explained to her to look over

everything to ensure that it was correct on the financial statement and submit

it, the offer documents, and the required offer fees back to us with original

signatures. We received a legible copy of the 2014 Federal and State return on

May 26, 2015. We contacted Mr. and Mrs. [redacted] on June 25, 2015 and left a

message for them to return our call. We returned Mrs. [redacted] call that

afternoon and inquired about the Offer in Compromise documents that were

re-emailed to her on May 20, 2015. She indicated that she had emailed us a

copy, which we did not receive. We received an email from Mrs. [redacted] on

July 2, 2015 asking for us to submit the Offer in Compromise documents to her

again via mail. We placed them in the mail that day for their review and

signature. On July 22, 2015, we received the signed Offer in Compromise

documents, financial statement, and the offer fees from Mr. and Mrs. [redacted].

We began preparing the Offer in Compromise packet with the information that we

had in their case file. We noticed that we had never received any information

(proof of income or expenses) on the rental property from the [redacted] to accurately

put that information in the financial form. We then called and spoke with Mrs.

[redacted] regarding the equity in the property and the IRS Offer in Compromise

process. We explained to her the different options of proceeding with the offer

and the documentation required in order to further evaluate accurate property

equity. We additionally notified her that we could reinstate their Installment

Agreement if they were not willing to provide this information. Upon reference

of the Installment Agreement Mrs. [redacted] was upset and expressed concerns

about the money that was paid to us. She requested that we reinstate the

Installment Agreements. We informed her that we would submit another request to

our Client Services Group to address her concerns. We contacted the IRS on July

23, 2015 and were able to reinstate the original installment agreement that Mr.

and Mrs. [redacted] were on of $155.00 each month. We also contacted the state

and reinstated the installment agreement for $141.00 each month per Mrs.

[redacted] request. On July 27, 2015 we mailed the checks for the offer fees

back to Mr. and Mrs. [redacted] since she requested to be set up on the

Installment Agreement for the IRS and State of Virginia. We received an email

from our Client Services Group on July 28, 2015 that Mr. and Mrs. [redacted] had

terminated services with our company. Our office was doing all things possible

to keep collections from the IRS at bay and working on planning for a viable

resolution for Mr. & Mrs. [redacted] tax liability. Without the proper

documentation, we were unable to do the necessary case planning and solidify a

plan to resolve the liability. The process of convincing tax collection

personnel to adjust a tax account requires detailed records of the taxpayer’s finances.

This is why we request the financial documentation frequently throughout the

case. A resolution cannot be planned and submitted until we have the proper

documentation to fully evaluate the financial situation of Mr. & Mrs.

[redacted] and determine possible resolution programs. Our office requested

financial documentation from Mr. & Mrs. [redacted] on multiple occasions

which was not received. In order for our office to plan for a successful

resolution with the IRS and complete the same collectability calculations as

the IRS, we needed this documentation. We have [redacted] copies of the letters

and emails sent to the clients as demonstrations of our ongoing communication

with them. Our goal was to successfully get the clients complaint with all

filing requirements and complete a resolution with the IRS to resolve the tax

liabilities. We were actively working on the IRS form 433-A Collection

Information Statement in order to accurately calculate the [redacted]’ payment

potential to the IRS. Unfortunately, not receiving all of the financial records

and documentation we needed halted our progress and we were unable to fully

complete the form and proceed with the initial plan for a resolution.

Submitting an incomplete form to the IRS would have led to return or rejection

of the Offer by the IRS. We were doing all things to complete the form, by

requesting the required financial documents on multiple occasions from the

[redacted] are copies of the letters mailed and emailed to the

[redacted] requesting information. Mrs. [redacted] complaint states that “the

whole point of joining their program was to reduce the amount I owed”. Our

office was working diligently on case planning and completing the IRS form

433-A which is used to determine collectability by the IRS. Without having the

complete financial documentation, we were unable to accurately plan on the

[redacted]’ case for viable resolution options. There are still options

available to the [redacted]’ to assist them on resolving their liability with

the IRS as a whole. It is unfortunate that they terminated services before we

had the opportunity to discuss and explore these options with them. We

encourage them to contact our office directly to discuss these options for

their case. While it is our understanding that Mrs. [redacted] would like a

refund of the fees she paid for the representation services. Mrs. [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 with the IRS. . Ultimately, we put

forth great effort on Mrs. [redacted] behalf, and would like nothing more than

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

also open to discuss the options for fee consideration with her so that we can

continue work on this matter. There are many options available to resolve the

outstanding balances due the IRS and we request that the [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. 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.

Response to Wall and AssociatesAugust 6, 2015After reading the response from Wall and Associates I am not

disputing the fact that “work” was completed on our behalf. What I am disputing is the fact that the

company is misleading consumers with their advertising that they can help

resolve one’s tax issues. In our

particular case, our situation was worse than when we began with Wall and

Associates. Knowing what I know now, I

could have sent the IRS the $4250 that I paid Wall and be almost half way

there. In Wall’s response they stated we could reconnect with their

organization. Why? Why would I continue to pay them with no

guarantee of any taxes I owe being lowered?

That is crazy! Last of all, from what I understand I am not alone in my

particular situation. There are many

other complaints against Wall on the internet.

Initially, we were told they had an “A+” rating with the RevDex.com which is not true. I truly

believe they provide false advertisements and that their business is truly a

“scam” playing on people’s emotions.[redacted]

Regards,

Business

Response:

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

complaint made by Mrs. [redacted] received on August 7, 2015 (copy [redacted]). We

would like to address specific complaints made in Mrs. [redacted] most recent

response to the Revdex.com. Mrs. [redacted] additional complaint comments declare

that she feels mislead by our advertising that “they can help resolve one’s tax

issues.” Our advertising techniques used are not falsified nor untrue. We are

able to work with directly IRS personnel on resolving tax matters, and we do

such on a daily basis. However, we cannot and do not guarantee a timeframe for

when the case will specifically be fully resolved. We will continue working

diligently until it is completed. Each case is different the case team will

evaluate each client’s situation and work towards their specific needs work

towards an ultimate resolution of the clients tax matter in a way which is

agreeable by all parties (I.E. client, IRS and Wall & Associates, Inc.).

Mrs. [redacted] comments also state that “There are many other complaints

against Wall on the internet”. As we are a company who strives to provide

excellent customer service to all of our clients, the number of complaints

filed against is accounts for a very small percentage of our clientele. While

it is unfortunate that clients get to the point of filing complaints against

us, we make every effort to resolve any complaints, concerns and other client

issues in house with our Client Services Group which resolves most issues. We

additionally work directly with the proper agencies for any complaints filed

and make every effort to resolve the client’s issues. Further, we are sorry to

hear that Mrs. [redacted] feels as though we are a “scam”. Wall &

Associates, Inc. has helped thousands of taxpayers throughout the years resolve

their tax liability through programs the IRS offers. It is unfortunate that the

[redacted] terminated services prior to our office being able to fully resolve

their case with the IRS. Our goal with all clients who obtain our services is

to successfully assist them in working on their behalf with the IRS and/or the

State and to successfully resolve any and all liabilities. Again, our office

was doing all things possible to keep collections from the IRS at bay and working

on planning for a viable resolution for Mr. & Mrs. [redacted] tax

liability. Without the proper documentation, we were unable to do the necessary

case planning and solidify a plan to resolve the liability. The process of

convincing tax collection personnel to adjust a tax account requires detailed

records of the taxpayer’s finances. This is why we request the financial

documentation frequently throughout the case. A resolution cannot be planned

and submitted until we have the proper documentation to fully evaluate the

financial situation of Mr. & Mrs. [redacted] and determine possible

resolution programs. Our office requested financial documentation from Mr.

& Mrs. [redacted] on multiple occasions which was not received. In order for

our office to plan for a successful resolution with the IRS and complete the

same collectability calculations as the IRS, we needed this documentation.

While it is our understanding that Mrs. [redacted] would like a refund of the

fees she paid for the representation services, Mrs. [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 with the IRS. There are many options available to

resolve the outstanding balances due the IRS. Therefore, we are willing to

resume work for Mrs. [redacted] with fee waiver for 2 months. Meaning, the

[redacted] will not be charged for the work completed on their case for the

next 2 months. Thereafter, normal billing would resume. Additionally, any past

due balance will be removed and we can start work immediately. We request that

the [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. Thank you for your time and assistance with this

matter.

Review: I met with an associate named [redacted], he went over the process of this company gave me very high expectations of the company. 1 month into the service I received a letter from the irs stating the paper work that was sent in was filled out wrong and invalid. a huge waste of my time I called in several times to speak with a supervisor there wasnt one ever available I emailed a associate to have a supervisor call me they never had one call nor did they reply to that email. I just want a refund so I can have a real lawyer help me. I really feel like I was mislead and lied to just to get my money and I have had very poor customer service and no help what so everDesired Settlement: I want my 3000 dollars back that I put down for no reason, no action has been taken what so ever to sold my situation and its been almost 3 months I cant even get anyone on the line to get a refund

Business

Response:

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

above referenced complaint received on March 10, 2015 (copy [redacted]). Mr.

[redacted] sought out and hired our services in January 2015 for administrative

tax representation. The case team rapidly acted on Mr. [redacted]’s case once it

was received in our office. Mr. [redacted] hired our office on January 8, 2015,

and we began working on the case immediately. The case team also contacted Mr.

[redacted] via telephone and left a voice message requesting a call back. We

then sent the client an introductory letter to explain certain aspects of the

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

the Power of Attorney (POA) forms with the IRS. We also prepared and mailed the

client additional Power of Attorney forms that required his signature. The team

contacted the IRS’s Automated Collection Service (ACS) regarding Mr.

[redacted]’s tax account and was informed that there was a Form 1040 balance of

approximately $47,317 due for the 2003, 2004, 2005, and 2007 tax years. The

team also requested copies of IRS Account Transcripts and Wage and Income

Transcripts for the years in question. A letter requesting that his account be placed

in a Currently Non-Collectible status was then mailed to the IRS. The team

again phoned Mr. [redacted] on January 9, 2015 and January 12, 2015, but we had

to leave voice messages requesting return calls. We also sent Mr. [redacted] a

letter advisingthe client of our attempts to contact him, but we did not

receive any returned correspondence. On January 15, 2015, we contacted Mr.

[redacted] via telephone and left a message requesting a return call. On January

20, 2015, in further efforts to speak with him, we sent Mr. [redacted] an E-mail

requesting a call back. On January 21, 2015, the case team contacted Mr.

[redacted] via telephone and left a voice message requesting a call back. On

January 27, 2015, we again phoned Mr. [redacted] and left another voice message.

The case team contacted Mr. [redacted] on January 28, 2015, and we were finally

able discuss the matters regarding his liability and scheduled a follow up call

with Mr. [redacted] for February 10, 2015. Our office 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.

On February 10, 2015, the case team contacted Mr. [redacted] for the scheduled

conference call and left a voice message requesting a call back. We also mailed

the client a letter requesting that he contacts our office to reschedule the

missed call. On February 23, 2015, the case team received a message from Mr.

[redacted] requesting a call from a supervisor. The Team Manager immediately

attempted to contact Mr. [redacted] via telephone and left a voice message

requesting a call back. Also, an email was sent Mr. [redacted] requesting that

he contact us to discuss any concerns he might have had at the time. The Team

Manager placed another call to Mr. [redacted] later that day, but again a voice

message was left requesting a call back. On February 24, 2015, the Team Manager

again phoned Mr. [redacted] and left a voice message. We then sent Mr. [redacted]

a letter advising the client of our attempts to contact him, but we had not

received any return correspondence. Mr. [redacted]’s case was then transferred

to our Client Services Group to further discuss his concerns. On March 3, 2015,

the Client Services Group notified the team that, after many attempts to

contact Mr. [redacted], they were unable to speak with the client. Without the

proper communication and documentation from Mr. [redacted], we were unable to do

the necessary case planning and solidify a plan to resolve the liability. The

process of convincing tax collection personnel to adjust a tax account required

detailed records of the taxpayer’s finances. A resolution cannot be planned and

submitted until we have the proper documentation to fully evaluate the financial

situation for a client and determine possible resolution programs. Mr.

[redacted] prolonged his case progression by not returning our phone calls or

written correspondence to him. We would like to move forward with the

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

resolve his tax matters. We would be glad to discuss the case further and the

work that was performed on his behalf, as well as his ultimate case plan to get

to the point of resolution. We are also open to discuss the options for fee

consideration with him 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. 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.

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,

WARNING-- Do not do business with this company. Hire a tax lawyer. These folks are NOT tax lawyers. They neglected to handle a problem I had with the State of NY in a timely fashion. 16 months of paying them for the end result of a warrant sent to the county office to take my paychecks. Fortunately, I figured something was wrong and called the State of NY directly. Warrant will remain in place till the tax debt is paid. The warrant will not be initiated to attach to my paychecks. Of course, as long as timely payments are made that I set up directly with the State of NY today.

I am very happy with what Wall and Associates did for my tax matter although it did take a lot longer than expected.

Wall and associates really did help me out. They did everything they said they would and I had no issues. Definitely going to be recommending them

Review: I HIRED THIS FIRM 04/13/2015 TO HELP WITH A TAX RESOLUTION/SOLUTION I HAVE WITH THE IRS INVOLVING BACK TAXES ACCUMULATED FOR TAXES ACCURED FROM TAXES OWED DUE TO NOT RETORTING ALIMONY IN 2008 & 2009. I WAS UNAWARE THAT ALIMONY WAS TAXABLE. WHEN I FIRED MY FIRST DIVORCE ATTORNEY, MY NEW ATTORNEY ADVISED ME THAT ALIMONY IS INCOME AND IT IS TAXABLE. WHEN I FILED MY TAXES TO COMPLY I AGREED WITH THE IRS TO MAKE $200 A MONTH PAYMENTS. LAST YEAR I DECIDED TO SEE IF I COULD GET RELIEF WITH IRS USING WALL & ASSOCIATES. MY INITIAL CONSULATION WAS WITH BRIAN H[redacted]. MY INITIAL PAYMENT WAS $1875 ON 4/13/2015 AND ADDITONAL $625 WAS DUE BY 5/13/2015 AND SIGNED TO PAY $350 PER MONTH UNTIL RESOLVED. HE ADVISED ME THAT IF SETTLEMENT WASN'T REACHED WITHIN 6 MONTHS TO CALL HIM ON HIS CELL 405-439-5761. I HAVE PROVIDED ALL INFORMATION THEY REQUESTED AND I'VE MADE CONTACT AS REQUESTED. IT IS NOW 10 MONTHS AND $4600 LATER AND I'VE DRAINED MY RESOURCES. I CONTACTED WALL & ASSOCIATES TO ASK FOR HELP, BECAUSE I HAD ALLOCIATED $5000 BUT OTHER FINANCIAL ISSUES HAPPENED. I EXPECTED A SOLUTION BY THIS TIME. THE ONLY OPTION THEY WOULD OFFER WAS A REDUCTION TO $300 PER MONTH FOR 2 MONTHS AND THEN BACK TO $350. I EXPLAINED TO CHARLENE THAT I COULD NOT MAKE THE PAYMENTS BECAUSE I HAVE BEEN FINANCIALL EXAUSTED AT THIS POINT AND DIDN'T EXPECT THIS AMOUNT TO CONTINUE FOR AS LONG AS IT HAS. I HAVE BEEN ADVISED THAT SINCE I COULD NOT PAY THEY WILL NO LONGER WORK ON MY CASE. I FEEL LIKE THIS IS AND HAS BEEN A SCAM. IT IS ALMOST A YEAR LATER, (TIME FOR 2015 TAXES TO BE FILED) AND NO RELIEF. I AM (IN MY OPINON) A VICTIM OF A SCAM. I FEEL I'M WORSE OFF NOW AND $4600 POORER WHICH IS ABOUT 1/3 OF WHAT I COULD HAVE PAID TO THE IRS RATER THAN WALL & ASSOCIATES. I TOOK THIS MONEY OUT OF AN IRA EARLY SO THE IRS HAS RECEIVED TAXES BUT I'VE BEEN WRONGED BY WALL & ASSOCIATES. THEY HAVE PRAYED ON MY LACK OF KNOWLEDGE AND TAKEN MY MONEY. PLEASE HELP ME RESOLVE THIS MATTER AND REFUND MY MONEY.Desired Settlement: I FEEL I SHOULD HAVE MY MONEY COMPLETELEY REFUNDED AND I HANDLE THE IRS DIRETLY AS I HAD BEEN DOING. THIS FIRM HAS COST ME MORE MONEY OF WHICH I COULD HAVE PAID TO THE IRS INSTEAD OF BEING TAKEN TO THE CLEANERS AND TAKEN ADVANTAGE OF, BY FAST TALKING AND ROBBED BY THIS UNETHICAL FIRM.

Business

Response:

RE: Ms. [redacted]., Revdex.com Case#: [redacted] Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Ms. [redacted]. Ms. [redacted] sought out and hired our services in April of 2015 for administrative tax representation. In Ms. [redacted]'s complaint she states that she feels our office was unethical in our dealings with her regarding her case. Wall & Associates, Inc. is one of the leading tax representation and negotiation firms in the industry and as such we have a wide range of satisfied clients whose tax controversies we have successfully resolved. Our office in good faith did offer to alter the payment terms, Ms. [redacted] had previously willingly agreed to, in order to better accommodate her current financial situation. Our office, at no point, was deceptive with Ms. [redacted] regarding the expected timeframes involving her case. Our office does not give out expected timeframes regarding the resolution to a case, but we do acknowledge the process can sometimes be time consuming. Dealing with a third party government agency, the Internal Revenue Service, can sometimes result in timeframes that are longer than may be anticipated. During the time Ms. [redacted] has been with our office she has not had to engage the IRS directly and our office has handled all applicable communications with them. Our office has represented her, in both a competent and professional manner, while actively working to progress her case forward. She has responded to inquiries as our office has requested information and we have been utilizing the information we have been provided. Our office does apologize for the timeframe the case is taking, but unexpected delays will always arise when dealing with the IRS. We would like nothing more than to resolve Ms. [redacted]'s concerns and to quickly put this matter behind us in order to continue our representation of her case. We request that she, once again, reach out to our office and allow us to continue working with her in continuing active work on her case. Our office remains open to honoring the previously offered arrangement or discussing alternative arrangements with her. 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 11149749, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.

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

Regards,

I did in fact accept Wall & Associates reduced offer in the event that my X-Husband's alimony became current. As of this date he is three months behind. Therefore I can now file a contempt citation. I asked if they would allow me to pay what I could on an accruing balance. I was advised that if I did not pay the monthly amount that they would not be able to continue working on my behalf. Wall & Associates are scan less, un-sympathetic, money based monsters. They consider themselves one of the leading tax representation firms, but they need to look at the results of the complaints received by the Revdex.com alone. On Monday, February 29, 2016, I was informed that my company had been sold. On Tuesday, March 1, 2016 interviewed by the new owner representatives. On Friday, March 4, 2016, I was informed that all positions had been filled, so I now no longer have a job. This is the second time within 7 months that my job was sold, the last time I informed Wall & Associates of this in August 2015, they advised my case would go into a non collections status with the IRS, but I still continued to pay my monthly fee, and they accepted the money. Once again I feel that I have been a victim of a scam and I request action to be taken for reimbursement of my money.

[redacted]

Review: Wall & Associates failed to solve my tax problems. I started with this company on 9-30-13. I have paid them over 9,000 thousand dollars. I was told that my tax problems would take about 6 months. I keep getting inaccurate deadlines and I also keep getting different people to be involved in my case. I have been paying 350 dollars a month and I paid a 2500 deposit to get my case started. No none is able to tell me when my tax situation will be resolved. I am constantly being tole that I need to pay 350 dollars each month for nothing. I was told that I had an offer and compromised. This was not excepted. I had to call the IRS myself in order to be told this information. I was told that I was not suppose to contact the IRS. I was able to resolve my situation by making my own arrangements. I was told that I could appeal if my offer and compromise is not excepted. I have already been informed that my offer and compromise will not be excepted. I had to find out this information on my own. I would like to request half of my money back about 5000 dollars. I am not satisfied with the service that I received. They have used scare tactics and have given me very bad advice as to how I can resolve my tax situation. I also found out later that they currently have a D rating from the Revdex.com.Desired Settlement: I would like to have about half of my money back. Wall and Associates was not able to solve my tax problems in a timely manner. I had to resole the problem myself. They have also cost me a lot of stress and money. They are an extremely incompetent company.

Business

Response:

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

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

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

administrative tax representation. The case team rapidly acted on the clients’

case. Below you will find a summary of the action taken by our company on

behalf of [redacted]. Upon receipt of Ms. [redacted]’ case on October 10, 2013,

Power of Attorney forms were immediately filed with the Internal Revenue

Service and [redacted] Department of Revenue. We contacted Ms. [redacted] that day and

left a message for her to return our call. We received a return call on March

11, 2013, and we discussed Ms. [redacted]’ case in detail. She notified us that the state

of [redacted] currently had a wage garnishment in place taking 25% of her

earnings. We verified all required information to work on this garnishment and

set up a conference call for October 24, 2013. Our office spoke with Katy at

the State of [redacted] on October 15, 2013. At this time, we were informed that

our Power of Attorney was not processed and we were provided with an

alternative fax number, and that it would take two days to process the Power of

Attorney. We immediately faxed the Power of Attorney to the new number

provided. We then contacted the IRS and were informed that a total balance of

$11,505.25 had been assessed for tax years 2008, 2009, 2010 and 2011.

Additionally, we were notified that Ms. [redacted] was currently set up on an

Installment Agreement for $210 per month. At that time, we requested that Ms.

[redacted]’ account be placed in Currently Non-Collectible status. We also followed

up with a formal written request for the hardship status. Our office received

notification of a call from Ms. [redacted] outside of our office hours on October

20, 2013. We returned Ms. [redacted]’ call upon our return to the office on October

21, 2013, left her two voicemails, and sent a follow up Email acknowledging her

request for assistance. On October 23, 2013, our office contacted the [redacted]

Department of Revenue again and spoke with a representative named [redacted]. We

argued that the garnishment notice stated if the taxpayer files Head of

Household that it should be reduced to 10% of her wages. [redacted] informed us that

due to previous inconsistencies with a payment arrangement, the state was

obligated to issue the garnishment and that it would not be released or reduced

at the current time. On October 24, 2013, our office received a return call

from [redacted] Mosley with the [redacted] Prosecuting Tax Division and verified

that all of Ms. [redacted]’ tax returns had been filed and a total balance of

$3,867.97 had been assessed for tax years 2007 through 2010. We contacted Ms.

[redacted] on this date to conduct our previously schedule call, but had to leave a

message. We also sent a follow up Email regarding the matter. Ms. [redacted]

returned our call later in the day and the call was rescheduled for November 6,

2013. We spoke with Ms. [redacted] again on October 28, 2013, regarding the state of

[redacted] wage garnishment. We informed Ms. [redacted] that the case was now with the

Prosecuting Tax Division and due to previous defaults on payment arrangements;

the state is unwilling to release the levy at this time. We also explained the

importance of sending our office her financial documents in order to prepare

for a resolution with the Internal Revenue Service. On November 6, 2013, we

held a scheduled call with Ms. [redacted] and discussed her case in detail. We

informed her again that her state garnishment was sent to the Sheriff’s office

for collections given she had defaulted on numerous Installment Agreements

previously. We advised her to contact her payroll department and see if they

would acknowledge the instructions on the garnishment and reduce it to 10%

based on her Head of Household filing status. Ms. [redacted] also notified us that

the last paycheck she was to receive from that employer was November 8, 2013,

and then she would be retired receiving only a pension. During our call, we

reviewed the IRS Form 433-A, Collection Information Statement. Ms. [redacted] was

advised about the documentation needed to confirm the validity of this

statement and our office followed up with a letter outlining these documents to

the client on November 20, 2013. We confirmed receipt of some documents via

facsimile on November 21, 2013. Our office called Ms. [redacted] on December 19,

2013, to inquire about missing documents needed to complete the IRS financial

form, but had to leave a message. A follow up letter was mailed on this date.

We received additional signed Power of Attorney forms from Ms. [redacted] on January

8, 2014, and called her to confirm receipt of these. We left a message that day

and sent a follow up letter. Ms. [redacted] returned our call on January 9, 2014 and

we discussed that one of the Power of Attorney forms was returned unsigned and

that we had mailed it back to her. We also notified Ms. [redacted] that a copy of

the IRS Form 433-A would be mailed out for her to review and sign. We spoke

with Ms. [redacted] again on February 21, 2014. She inquired about her 2013 tax

refund and we advised that IRS has the right to withhold that and apply it to

her previous debts. Ms. [redacted] acknowledged this. On March 11, 2014, our office

contacted Ms. [redacted] in order to verify items required to complete the IRS Form

433-A. We left a message and sent a follow up email. Ms. [redacted] returned our

call on March 13, 2014, and we verified the information needed for her case and

requested documents to support these inquiries. She notified us that she would

send the documents immediately. On March 25, 2014, we spoke with Ms. [redacted] and

confirmed receipt of some of the supporting documents. We spoke with Ms. [redacted]

again on April 28, 2014, where she inquired about the length of time her case

would take to resolve. We notified Ms. [redacted] that every taxpayer’s case is

different and that we cannot project a timeframe; however we were still in the

process of determining the finality of her financial statement in conjunction

with evaluation for an Offer in Compromise. Our office returned a call to Ms.

[redacted] on May 2, 2014. We informed her that our analysis was complete and that

she would be ready to proceed with an Offer in Compromise. The Offer in

Compromise documents were mailed to Ms. [redacted] on May 7, 2014 for her review and

signature. In the interim, on May 6, 2014, our office followed up with the

state of [redacted]. We were informed by an agent named Tasha that levies for tax

years 2007 and 2009 were still in place, but tax year 2008 has been paid in

full. Given that Ms. [redacted] was no longer employed, the state was now garnishing

her pension at the appropriate amount of 10% and that the balance would be paid

in five months. Our office called Ms. [redacted] to discuss this matter and she

agreed that the levy should stay in place given that the debt with the state

was rather small in comparison with the IRS. Ms. [redacted] called our office on May

16, 2014, informing us that she had not received her Offer in Compromise

documents. We reviewed the address she provided to us upon becoming a client.

Ms. [redacted] then notified us that she had moved and provided us with her new

address. We updated our files and immediately re-sent the documents for

signature. She called our office back on May 22, 2014, verified receipt of the

Offer in Compromise and asked where she needed to sign the forms. We guided her

the forms we completed on her behalf and through the Offer in Compromise

process. On June 4, 2014, our office received the signed Offer in Compromise

paperwork from Ms. [redacted] and we subsequently mailed it certified to the IRS on

the following day. We called Ms. [redacted] to discuss and she notified us that the

garnishment from [redacted] was continuing. She told our office that she was

never informed about the continued garnishment, although we had discussed it

with her in the previous month. Per request of Ms. [redacted], we also called the

state of [redacted] to examine other options aside from the garnishment in place.

On June 6, 2014, we spoke with [redacted] Mosley once again at the state of

[redacted]. She notified us that penalties could not be abated on the account

unless the balance was paid in full. After a continued argument on behalf of

Ms. [redacted], Ms. Mosley did offer a payment plan of $75/month for the next 24

months. We contacted Ms. [redacted] to discuss and she agreed to this new payment

arrangement. We notified Ms. Mosley the same day and confirmed the

establishment of the Installment Agreement terms. On June 30, 2014, our

provided Ms. [redacted] with an update on her case status and she requested a summary

of the work performed on her case. In early July 2014, our office received

correspondence from the IRS that Ms. [redacted]’ Offer in Compromise was transferred

to an alternative office in [redacted] for review and consideration. We

discussed this with Ms. [redacted] on July 11, 2014. On July 21, 2014, Ms. [redacted]

contacted our office and spoke with the manager of her case team. She asked

about the summary of work performed on her case and she was informed this was

in process of being completed. Ms. [redacted] also expressed concern about her

monthly fees, and the amount she had paid our firm relative to the amount she

owed the IRS. She inquired about how long her case would take to complete. We

again informed Ms. [redacted] that it is very difficult to give time estimates since

the IRS can be very unpredictable, but that we would ensure all efforts are

made to expedite the processing of her Offer in Compromise. We spoke with Ms.

[redacted] on August 1, 2014, notifying her that the Offer in Compromise was still

pending assignment with an examiner and that we would continue to follow up on

this matter. On August 11, 2014, the summary of work performed was finalized

and mailed to Ms. [redacted]. Our office then received another notice from the IRS

dated August 14, 2014, explaining that Ms. [redacted]’ Offer in Compromise was once

again transferred to a different office in New Orleans, Louisiana. We

maintained communication with the IRS and Ms. [redacted] regarding the status of her

Offer in Compromise with the IRS. On October 1, 2014, our office communicated

with Ms. [redacted] via email regarding the need for updated Power of Attorney

forms. Upon return of the forms, the email were not legible and we requested

that Ms. [redacted] mail them to our office for processing. Later this month, on

October 7, 2014, Ms. [redacted] sent an email to our accounting office asking how

long her case would take to complete. The case team contacted Ms. [redacted] via

phone to discuss this with her; however we had to leave a message. Our office

contacted the IRS on November 11, 2014, to obtain a status update on her Offer

in Compromise. We were informed that it was still pending assignment in New

Orleans, Louisiana, with no potential follow up date scheduled. We immediately

contacted Ms. [redacted] and provided her with an update on the Offer in Compromise.

The case team was notified by the accounting department on December 1, 2014,

that Ms. [redacted] account was placed into a nonworking status due to a payment

discrepancy. This status was lifted from Ms. [redacted]’ account on December 5,

2014. Our office contacted the IRS again on December 15, 2014, and inquired

about Ms. [redacted]’ Offer in Compromise. In speaking with an agent in the New

Orleans office, we were informed that the office was “really behind on offers”

and that it would likely not be assigned to an examiner until after the New

Year. The case team subsequently called Ms. [redacted] to inform her of the status,

and she hung up on the caseworker attempting to provide her with the update.

Ms. [redacted] called into our office on December 30, 2014, requesting another

status update on her Offer in Compromise. We informed her that we will continue

to call the New Orleans office for her on a regular basis and keep her updated.

On January 13, 2015, our office contacted the New Orleans IRS Offer in

Compromise office and requested a status update on Ms. [redacted]’ Offer in

Compromise. We were forced to leave a message with the manager of the Offer in

Compromise group. We phoned Ms. [redacted] on this date and kept her informed of her

case status and our efforts of getting it assigned to an examiner. On January

20, 2015, Ms. [redacted] contacted our office and requested information regarding

the tax years she owed and the phone number for the New Orleans IRS office. We

provided that information to her per her request. On January 21, 2015, Ms.

[redacted] called our office again and requested a referral for her 2014 tax return

to our sister company, Atlas Tax Service. She also asked for a copy of her

contract with our firm. The case team notified the accounting department of Ms.

[redacted]’ request and a copy was sent to her on that date. The request to prepare

Ms. [redacted]’ 2014 tax return was forwarded to Atlas Tax Service on January 26,

2015. The case team was notified by the accounting department on February 26,

2015, that Ms. [redacted]’ account was placed in a non-working status due to a

payment discrepancy. On March 11, 2015, our office was contacted by IRS agent

Ms. [redacted] in the New Orleans office regarding Ms. [redacted]’ Offer in

Compromise. Despite Ms. [redacted]’ account being in a stop work status, we took the

call and gathered the required information that was being requested by Ms.

Williams. The IRS provided a response deadline of April 11, 2015. We contacted

Ms. [redacted] on March 12, 2015, and notified her of our contact with the IRS. The

case team manager discussed Ms. [redacted]’ non-working status and notified her that

we were unable to work on her case at this time due to the payment discrepancy

with the accounting department. Ms. [redacted] stated that she could not pay our

office anymore and requested the contact information for Ms. Williams. This was

provided to her. The case team manager asked if Ms. [redacted] wanted to continue

with our services, notifying her that any contact with the IRS could revoke our

Power of Attorney. Ms. [redacted] stated that she was unsure at the time. We

requested that she contact us back if she requires assistance working with the

Offer examiner. Given Ms. [redacted]’ expression of possible termination of

services, a referral was made to our Client Services Group to review her case for

fee consideration and discuss any concerns Ms. [redacted] may have. Ms. [redacted]

request for fee consideration was granted and her account was removed from a

stop work status on March 17, 2015. In the interim, the case team requested

permission from management to send Ms. [redacted] a follow up letter outlining the

information needed for Ms. Williams at the IRS. In order to ensure Ms. [redacted]

was kept apprised on the status of her Offer in Compromise, this request was

approved and the letter was mailed to her on March 17, 2015. We understand the

frustration Ms. [redacted] is having with the processing of her case and the

timeframe. We are doing all things necessary in order to expeditiously resolve

Ms. [redacted]’ matter and will continue to negotiate with the IRS on the pending

Offer in Compromise to resolve the tax liability. We have worked very hard on

this case for the time we have represented Ms. [redacted]. We have kept aggressive

collection action by the IRS at bay and negotiated for an affordable payment

arrangement to resolve her state tax liability. Additionally, have worked

towards planning for resolution and submitting the resolution of the tax matter

as a whole for the IRS. We would like to move forward with the resolution of

Ms. [redacted]’ case as there is still work to be completed to resolve the tax

matters. To our knowledge, the Offer in Compromise is still open and pending

with the IRS, as we have a deadline of April 11, 2015 to provide additional

documentation for the review of her Offer in Compromise. 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 them so that we can

continue work on this matter. As it is vital for our office to represent and

negotiate the Offer in Compromise that was completed by our office and Ms.

[redacted] to ensure they are being properly represented for the items claimed in

our request. If the deadline with the IRS is not met, the Offer will most

likely be returned and closed. 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,

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

Business

Response:

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

comments received for the above referenced complaint. It should be noted that

we previously provided significant fee consideration to Ms. [redacted]. We have

already let her know that her fee to our office would be suspended for the

duration of her current Offer in Compromise that is pending with the IRS. We

respectfully disagree with Ms. [redacted]’ statement that our last response

contained bogus statements. Our responses are based directly on the case file

and work we complete for the client. We have no need or desire to falsify

information regarding a case. We operate on a very strict standards of ethics.

Our office did provide Ms. [redacted] a case summary on August 11, 2014. The case

summary at that point provided her with the work completed on her case through

July of 2014. Therefore, the information in our compliant response only differs

due to the added information on the case since that time. If Ms. [redacted] has

specific questions regarding any work completed on her case or that was in the

complaint response, we ask that she contact our office directly to discuss. Ms.

[redacted]’ comments also declare that “I was told by IRS that at least 99% tax

situations can be resolved without involving a third party”. The IRS has

various resolution programs that taxpayers can take advantage of to resolve

their tax liabilities. Quick resolutions that taxpayers handle themselves often

involve a monthly installment payment to the IRS, or payment in full. Ms.

[redacted]’ additional comments states that “they did not follow-up on my Offer in

Compromise”. We have continually followed up with the IRS regarding the Offer

in Compromise we submitted on her behalf. We have set guidelines for our case

staff members to follow up regularly with the IRS both via phone call, and in

writing. Additionally, our office maintained communication with Ms. [redacted]

regarding the status of the Offer in Compromise and the Offices that the IRS

had transferred it to before finally be assigned to an examiner. Recently this

month, we were notified by the IRS Offer Examiner that Ms. [redacted] called the IRS

herself regarding her Offer. Therefore, the IRS revoked our Power of Attorney

form and would not allow us to speak on the case. We discussed this with Ms.

[redacted], and since she did want our office to continue to work her case, we let

her know that we had to send new Power of Attorney forms to her to sign so that

we could speak to the IRS again. Those forms were sent to her promptly. As we

mentioned earlier in this letter, there was a deadline to the IRS Offer

Examiner of April 10, 2015. We were unable to meet that deadline since we did

not have the information we asked Ms. [redacted] to send (per IRS request). It is

very questionable at this time as to whether the IRS has kept the Offer open or

has closed it. We have attempted to call the IRS on the matter but have not

received a response. If the Offer is still open, we are again in agreement to

suspend billing for Ms. [redacted] so that we can work her case while the Offer is

pending. If the Offer is closed, we will be glad to discuss with Ms. [redacted] her

preference for this case and whether she would like our office to submit a new

Offer to the IRS on her behalf or not. If she does not want to move forward with

us as her representatives, we will discuss a partial refund to her in good

faith. We have worked very hard on her case though and while a refund is not

warranted based on improper work or lack of work, we will consider it to

resolve a client complaint. 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 do not except this offer. I was not offered a refund of the money that I have paid to Wall & Associates. I was not given the results that I was originally promised. Wall & Associates was not able to help me at all with my tax problems. They are a very incompetent company and their main goal was to charge me 350 dollars a month plus the 2500 dollars I had to pay. My tax problems did not change and I have acquired interest in the original amount. I requested to get 5000 dollars of my money back Wall & Associates' ignored my request. They just sent me a bunch of made up paper work. I have been very disappointed in this company. [redacted]

Business

Response:

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

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

2015. It should again be noted that we previously provided significant fee

consideration to Ms. [redacted]. We have previously let her know that the monthly

fees to our office would be suspended for the duration of her current Offer in

Compromise that was pending with the IRS. We respectfully disagree with Ms.

[redacted]’ latest statement that our last response contained “made up paperwork.

Our responses are based directly on the case file and work we complete for the

client. We again have no need or desire to falsify information regarding a

case. Our responses are drafted to resolve and or explain any confusion Ms.

[redacted] may have regarding the work completed on her behalf. We had hoped our

previous responses would alleviate her concerns. We would be glad to discuss

the case further and the work that was performed and detailed case plan with

Ms. [redacted]. We additionally disagree with Ms. [redacted] statement that we “ignored”

her request for a refund of the fees paid for the services we rendered to her.

In reviewing Ms. [redacted] comments, a common goal was further seen of fully

resolving her liability. We were not ruling out the possibility of a refund,

however, we saw an opportunity to continue working on her case and ultimately

resolve her tax liability Ms. [redacted] comments states “I was not given the

results that I was originally promised”. Our office worked diligently and as

quickly as possible with the IRS to resolve her tax liability. When Ms. [redacted]

decided to terminate services with our company, we were in the middle of negotiations

with the IRS for the Offer in Compromise. Ms. [redacted] did not allow us to

complete the work we had case planned for and submitted on her behalf. She did

not allow our company the opportunity to complete his case and finalize the tax

matters for her. It is our understanding that Ms. [redacted] would like a full

refund of the fees paid to our company for the services we rendered. We

completed extensive initial work and fact finding on this case and began the

preliminary plan for the case to resolve. In a good faith effort for the

client, and to resolve this matter with the Revdex.com, we are willing to offer a $500

refund to Ms. [redacted]. 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.

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

Regards,

Ms. [redacted] contacted Revdex.com and thanked the business for responding but she is concerned with the response that was provided. She is requesting one half of her payments back because the debt with the IRS remained the same during the time Walls and Assocaites was working on the case. Their offer in compromise was rejected by the IRS and it took them six months to get any more information from her regarding this case.

Business

Response:

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

additional comments received for the above referenced complaint on May 22, 2015.

We apologize if Ms. [redacted] feels as though we delayed her case with working with

the IRS on an Offer in Compromise. Our office maintained communication with the

IRS and Ms. [redacted] regarding the status of her offer and provided her with

information on what to expect. Unfortunately, our office is unable to determine

exactly how long the IRS process will take in reviewing these requests. We take

all action possible to push the IRS to speed up their processing of Offers as

we feel our clients should not have to be at the mercy of IRS response times

due IRS understaffing and budget cuts. We do though have a very high acceptance

rate of Offers in Compromise, and vast numbers of our Offers are accepted upon

the first submission. But, if needed, we do appeal any IRS decision to reject

an Offer and make our arguments further with a previously uninvolved IRS

Settlement Officer. Our office was prepared to argue and negotiate with the

initial Offer in Compromise review unit as well as the Appeals Department if

necessary for the acceptance of her Offer in Compromise. We were doing all

things necessary to successfully resolve Ms. [redacted]’ tax liability for an amount

both agreeable by her and the IRS. Unfortunately, Ms. [redacted] chose to terminate

the services that we were providing to her which halted our assistance and

negotiations with the Offer Examiner for the Offer in Compromise we planned and

submitted on her behalf. We regret that she did not allow us to complete the

negotiations and assist her in resolving her tax liability. While it is our

understanding that Ms. [redacted] would like a refund of half the fees paid to our

company for the services we rendered. We are willing to offer a refund of

$2,350. We completed extensive work on her case and kept IRS collections at bay

while we were working on the planning and submission of the Offer in Compromise

to resolve her liability as a whole. We make this refund offer not as an

admission of liability to the client, but only to resolve this complaint in the

interest of good customer service. If Ms. [redacted] agrees to this refund, we ask

that she contacts us directly so that we may initiate the refund process. If

Ms. [redacted] does not agree to this refund, we would also be glad to participate

in the Revdex.com’s Arbitration program regarding the matter so that it can be

resolved fully. We understand that we may incur fees for holding arbitration,

but we are accepting of those fees and would be glad to participate to

facilitate the resolution of this dispute quicker. 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: [email protected].

Regards,

Awful company! I spent $7200 with no work done?! Requested documents from us 4 months after hiring them! And got only phone calls regarding the bill! They are more consistent on phone calls for a bill than getting what they need to move forward with what they were hired to do.