Wall & Associates, Inc.

We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to ** ***
** *** sought out and hired our services in October of for administrative
tax representation.In reviewing this complaint this client brings up
several
concerns that our office would like to addressWall & Associates, Inc
works with our clients to achieve favorable outcomes in relation to their
ongoing tax controversiesClients who have an offer in Compromise accepted
with the assistance or our office can, on average, expect to pay around 10% of
the balance owedDue to the inherent difficulty in predicting the way any tax
authority will view certain assets and income information our office makes no
guarantees in relation to this amountOur contract clearly states that while
our clients can expect significant results we cannot guarantee themAny tax
resolutions that claims they can is being untruthful.This client brings up concerns in relation to information that
he alleges was supposedly not provided to the ***The last correspondence our
office received in relation to this client’s case from him was a series of ***,
*** *** *** *** covering the tax yearThese were not sent
to the *** due to them no being signed.Our office, as a customer service gesture, transferred his
case to an internal department to review his ongoing case concerns and
attempted to remedy themIn response to this our office did agree, as a
customer service gesture, to make several modifications to the monthly fees
this client agreed to pay.Respectfully, this client’s statements that our office misrepresents
ourselves as attorneys is factually inaccurate and we encourage him to review
the contract our office had with him Our
office is very clear that you are not hiring Wall & Associates, Incfor
any type of legal representationOur office handles tax resolution case on an
administrative basis onlyFurthermore, our office achieves favorable results
for our client on a routine and ongoing basisThe statement that our office
practices are unethical is also inaccurateWall & Associates, Incis very
clear in the type and nature of the tax cases we handleFurthermore, our
office is upfront about the fact that we cannot guarantee specific results
related to any type of case and we are very clear about the type and amounts of
fees we charge for ongoing representation services.Wall & Associates, Incremains committed to working
with our clientsIn review of this case our office is unable to grant a refund
for services we have performedWe do remain committed to addressing any follow
up questions this client may havePer his last request with our office we have
ceased representation services on his behalf.If you require any further information, please contact our
officeThank you for your time and assistance with this matter,Sincerely,Branson G***

We are writing to response to the recent complaint filed against
our company regarding the fees paid and services rendered to ** *** ***
sought out and hired our services in January of for administrative tax
representation.This client brings up several concerns in his complaint
that
we would like to addressNamely he brings up concerns in relation to several
levies that both he and his wife appear to have experiencedOur office
currently only represents the primary taxpayerOur office did attempt to have
the client’s spouse added to the contract, but to date our requests to have this
client authorize this change have went unaddressedAs such, and in good faith,
our office did file Power of Attorney forms on behalf of the client’s spouse in
order to begin resolving her side of the caseTo date our request to amend the
contract, to include his spouse, have went unaddressed and or office can work
no further on the spouse’s account without explicit authorization in the form
of an amended contract.Our office apologies for this customer’s experience; however
on several occasions our office did request pertinent financial information in
order to work towards a resolutionThis first receipt of any financial
information was in January of and only after his recent assigned Revenue
Agent make it clear this information was neededOur office supplied what
information we were provided in order to suspend possible collection action and
resolve the case without aggressive collection occurring.In reviewing this account the primary delay in case
progression can be attributed to an inability to reach this client and a lack
of financial information being providedOur office attempted for many months
to reach this client yet contact was very sporadic and financial information was
not provided timelyThis was a major factor in the levies that have currently
been issuesAdditionally, this client’s case was closed for non-payment at one
point and active casework had to be stopped for several monthsDuring this
time our office did attempt to protect the client’s assets and wages, but
unfortunately our efforts will only go so far without assistance from the
client in the form of requested information.Our office has filed Power of Attorney forms on behalf of
this client and as such our office is on file concerning this client’s account
Whether the Revenue Agent was being dishonest or merely confused as to the
facts of the matter is irrelevantWe have reached out to this Revenue Agent on
several occasions and they knew we were representing this client.To date members of our Client Services Group have tried to
reach this client on numerous occasions but have been unable to speak with him
If he desires that our office address any current concerns we request he give
us a call at his convenienceIf you require further information, please
contact our officeThank you for your time and assistance with this matter

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear belowBelow is the amount of money I've paid to Walls & Associates thus far and accepting the $is not enoughMay 24, with a down payment of $
06/07/$
07/02/$
08/06/$
09/09/$
10/14/$
11/29/$
12/10/$
02/3/14 $
02/06/$
04/22/$
06/10/$for a total of $5150.00, all of these
transactions where debited from my accountThe ones not listed I’m looking for
because they where mailed in.
Regards,
*** ***

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
[Provide details of why you are not satisfied with this resolution.]
Regards,
*** ***
They offer to pay us $They are trying to come up with all sorts of things to make it seem as if they were doing what we had asked of themIt is not true*** ***s also had agreed to send us a summery of our last discussion and she failed to do that as wellI am not going to allow them to steel $for something they had no way of doing in the first placeShe keeps acting as if It is a misunderstandingNot soWe were lied to to get our money for promises from *** *** that could not be keptI now have been contacted times by IRS which is exactly what I was told would not happenIt seems that they really like to set people upIt would be good business practice to return some ones money when they can't provide the services promised.I will not stop bank dispute.These people surely know that *** *** has misrepresented their company and should return my moneyThey pray on people needing help then rip them off.*** ***

Dear Ms***, We are writing in response to the recent
complaint filed against our company regarding the fees paid and services
rendered to Mr*** ***Mr*** sought out and hired our services in
May of for administrative tax representationI have attached a case
summary
that details the actions that took place on Mr***’s case during his
time as a client of our officeMr*** raises several concerns that I will
attempt to addressWall & Associates, Inchas not extorted any money from
Mr***Our office provides tax representation services to our clients and
our office did provide tax representation services to Mr***During the
time he was with our office we did go through an IRS Offer-in-Compromise
Unfortunately, that offer was denied, but that does not mean that anyone has
extorted money from Mr*** or that no work took place on his caseMr***
raises concerns about the conduct of one of our staffThe IRS does allow for
certain expenses to be included as part of an IRS Offer-In-CompromiseIf our
office feels a client could benefit from taking on an additional expense, that
is necessary, in order to result in a better outcome, there is nothing
“deceptive” about thatThe case planning techniques that Wall &
Associates, Incemploys are not deceptive and follow all applicable IRS
procedures and rulesMr*** was informed that during an Offer-In-Compromise
it was “essential” that he tell the case team handling his case about any
changes in his current financial situationWhen the offer was assigned to an
examiner it was uncovered that the number of occupants in his home and the
income he was earning were different than submitted to the IRSOur office was
unaware of these changes because we were not informedWe apologize that Mr
***’s offer was denied, but we do request to be immediately notified of
changes to a client’s income because it can and does affect the outcome of a
case.The reason our casework staff told ** *** we were working
hard on his case is because we honestly wereOur office offered a $refund
in good faith and in order to resolve the complaint, but made no error on his
caseUnfortunately, our office cannot offer an additional refund due to the nature
and work on the caseIf you require any further information, please contact
our officeThank you for your time and assistance with this matter

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

Dear Ms***, We are writing in timely response to the
above referenced complaint received on March 26, (copy enclosed)Ms
*** *** sought out and hired our services in October for
administrative tax representationThe case team rapidly acted on the clients’
caseBelow you
will find a summary of the action taken by our company on
behalf of *** ***Upon receipt of Ms***’ case on October 10, 2013,
Power of Attorney forms were immediately filed with the Internal Revenue
Service and *** Department of RevenueWe contacted Ms*** that day and
left a message for her to return our callWe received a return call on March
11, 2013, and we discussed Ms***’ case in detailShe notified us that the state
of *** currently had a wage garnishment in place taking 25% of her
earningsWe verified all required information to work on this garnishment and
set up a conference call for October 24, Our office spoke with Katy at
the State of *** on October 15, 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
AttorneyWe immediately faxed the Power of Attorney to the new number
providedWe then contacted the IRS and were informed that a total balance of
$11,had been assessed for tax years 2008, 2009, and
Additionally, we were notified that Ms*** was currently set up on an
Installment Agreement for $per monthAt that time, we requested that Ms
***’ account be placed in Currently Non-Collectible statusWe also followed
up with a formal written request for the hardship statusOur office received
notification of a call from Ms*** outside of our office hours on October
20, We returned Ms***’ 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 assistanceOn October 23, 2013, our office contacted the ***
Department of Revenue again and spoke with a representative named ***We
argued that the garnishment notice stated if the taxpayer files Head of
Household that it should be reduced to 10% of her wages*** 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 timeOn October 24, 2013, our office received a return call
from *** Mosley with the *** Prosecuting Tax Division and verified
that all of Ms***’ tax returns had been filed and a total balance of
$3,had been assessed for tax years through We contacted Ms
*** on this date to conduct our previously schedule call, but had to leave a
messageWe also sent a follow up Email regarding the matterMs***
returned our call later in the day and the call was rescheduled for November 6,
We spoke with Ms*** again on October 28, 2013, regarding the state of
*** wage garnishmentWe informed Ms*** 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 timeWe also explained the
importance of sending our office her financial documents in order to prepare
for a resolution with the Internal Revenue ServiceOn November 6, 2013, we
held a scheduled call with Ms*** and discussed her case in detailWe
informed her again that her state garnishment was sent to the Sheriff’s office
for collections given she had defaulted on numerous Installment Agreements
previouslyWe 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 statusMs*** 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 pensionDuring our call, we
reviewed the IRS Form 433-A, Collection Information StatementMs*** 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, We confirmed receipt of some documents via
facsimile on November 21, Our office called Ms*** on December 19,
2013, to inquire about missing documents needed to complete the IRS financial
form, but had to leave a messageA follow up letter was mailed on this date
We received additional signed Power of Attorney forms from Ms*** on January
8, 2014, and called her to confirm receipt of theseWe left a message that day
and sent a follow up letterMs*** returned our call on January 9, and
we discussed that one of the Power of Attorney forms was returned unsigned and
that we had mailed it back to herWe also notified Ms*** that a copy of
the IRS Form 433-A would be mailed out for her to review and signWe spoke
with Ms*** again on February 21, She inquired about her tax
refund and we advised that IRS has the right to withhold that and apply it to
her previous debtsMs*** acknowledged thisOn March 11, 2014, our office
contacted Ms*** in order to verify items required to complete the IRS Form
433-AWe left a message and sent a follow up emailMs*** returned our
call on March 13, 2014, and we verified the information needed for her case and
requested documents to support these inquiriesShe notified us that she would
send the documents immediatelyOn March 25, 2014, we spoke with Ms*** and
confirmed receipt of some of the supporting documentsWe spoke with Ms***
again on April 28, 2014, where she inquired about the length of time her case
would take to resolveWe notified Ms*** 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 CompromiseOur office returned a call to Ms
*** on May 2, We informed her that our analysis was complete and that
she would be ready to proceed with an Offer in CompromiseThe Offer in
Compromise documents were mailed to Ms*** on May 7, for her review and
signatureIn the interim, on May 6, 2014, our office followed up with the
state of ***We were informed by an agent named Tasha that levies for tax
years and were still in place, but tax year has been paid in
fullGiven that Ms*** 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 monthsOur office called Ms*** 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 IRSMs*** called our office on May
16, 2014, informing us that she had not received her Offer in Compromise
documentsWe reviewed the address she provided to us upon becoming a client
Ms*** then notified us that she had moved and provided us with her new
addressWe updated our files and immediately re-sent the documents for
signatureShe called our office back on May 22, 2014, verified receipt of the
Offer in Compromise and asked where she needed to sign the formsWe guided her
the forms we completed on her behalf and through the Offer in Compromise
processOn June 4, 2014, our office received the signed Offer in Compromise
paperwork from Ms*** and we subsequently mailed it certified to the IRS on
the following dayWe called Ms*** to discuss and she notified us that the
garnishment from *** was continuingShe told our office that she was
never informed about the continued garnishment, although we had discussed it
with her in the previous monthPer request of Ms***, we also called the
state of *** to examine other options aside from the garnishment in place
On June 6, 2014, we spoke with *** Mosley once again at the state of
***She notified us that penalties could not be abated on the account
unless the balance was paid in fullAfter a continued argument on behalf of
Ms***, MsMosley did offer a payment plan of $75/month for the next
monthsWe contacted Ms*** to discuss and she agreed to this new payment
arrangementWe notified MsMosley the same day and confirmed the
establishment of the Installment Agreement termsOn June 30, 2014, our
provided Ms*** with an update on her case status and she requested a summary
of the work performed on her caseIn early July 2014, our office received
correspondence from the IRS that Ms***’ Offer in Compromise was transferred
to an alternative office in *** *** *** for review and considerationWe
discussed this with Ms*** on July 11, On July 21, 2014, Ms***
contacted our office and spoke with the manager of her case teamShe asked
about the summary of work performed on her case and she was informed this was
in process of being completedMs*** also expressed concern about her
monthly fees, and the amount she had paid our firm relative to the amount she
owed the IRSShe inquired about how long her case would take to completeWe
again informed Ms*** 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 CompromiseWe spoke with Ms
*** 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 matterOn August 11, 2014, the summary of work performed was finalized
and mailed to Ms***Our office then received another notice from the IRS
dated August 14, 2014, explaining that Ms***’ Offer in Compromise was once
again transferred to a different office in New Orleans, LouisianaWe
maintained communication with the IRS and Ms*** regarding the status of her
Offer in Compromise with the IRSOn October 1, 2014, our office communicated
with Ms*** via email regarding the need for updated Power of Attorney
formsUpon return of the forms, the email were not legible and we requested
that Ms*** mail them to our office for processingLater this month, on
October 7, 2014, Ms*** sent an email to our accounting office asking how
long her case would take to completeThe case team contacted Ms*** via
phone to discuss this with her; however we had to leave a messageOur office
contacted the IRS on November 11, 2014, to obtain a status update on her Offer
in CompromiseWe were informed that it was still pending assignment in New
Orleans, Louisiana, with no potential follow up date scheduledWe immediately
contacted Ms*** 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*** account was placed into a nonworking status due to a payment
discrepancyThis status was lifted from Ms***’ account on December 5,
Our office contacted the IRS again on December 15, 2014, and inquired
about Ms***’ Offer in CompromiseIn 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
YearThe case team subsequently called Ms*** to inform her of the status,
and she hung up on the caseworker attempting to provide her with the update
Ms*** called into our office on December 30, 2014, requesting another
status update on her Offer in CompromiseWe 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***’ Offer in
CompromiseWe were forced to leave a message with the manager of the Offer in
Compromise groupWe phoned Ms*** on this date and kept her informed of her
case status and our efforts of getting it assigned to an examinerOn January
20, 2015, Ms*** contacted our office and requested information regarding
the tax years she owed and the phone number for the New Orleans IRS officeWe
provided that information to her per her requestOn January 21, 2015, Ms
*** called our office again and requested a referral for her tax return
to our sister company, Atlas Tax ServiceShe also asked for a copy of her
contract with our firmThe case team notified the accounting department of Ms
***’ request and a copy was sent to her on that dateThe request to prepare
Ms***’ tax return was forwarded to Atlas Tax Service on January 26,
The case team was notified by the accounting department on February 26,
2015, that Ms***’ account was placed in a non-working status due to a
payment discrepancyOn March 11, 2015, our office was contacted by IRS agent
Ms*** in the New Orleans office regarding Ms***’ Offer in
CompromiseDespite Ms***’ account being in a stop work status, we took the
call and gathered the required information that was being requested by Ms
WilliamsThe IRS provided a response deadline of April 11, We contacted
Ms*** on March 12, 2015, and notified her of our contact with the IRSThe
case team manager discussed Ms***’ 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 departmentMs*** stated that she could not pay our
office anymore and requested the contact information for MsWilliamsThis was
provided to herThe case team manager asked if Ms*** wanted to continue
with our services, notifying her that any contact with the IRS could revoke our
Power of AttorneyMs*** stated that she was unsure at the timeWe
requested that she contact us back if she requires assistance working with the
Offer examinerGiven Ms***’ 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*** may haveMs***
request for fee consideration was granted and her account was removed from a
stop work status on March 17, In the interim, the case team requested
permission from management to send Ms*** a follow up letter outlining the
information needed for MsWilliams at the IRSIn order to ensure Ms***
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, We understand the
frustration Ms*** is having with the processing of her case and the
timeframeWe are doing all things necessary in order to expeditiously resolve
Ms***’ matter and will continue to negotiate with the IRS on the pending
Offer in Compromise to resolve the tax liabilityWe have worked very hard on
this case for the time we have represented Ms***We have kept aggressive
collection action by the IRS at bay and negotiated for an affordable payment
arrangement to resolve her state tax liabilityAdditionally, have worked
towards planning for resolution and submitting the resolution of the tax matter
as a whole for the IRSWe would like to move forward with the resolution of
Ms***’ case as there is still work to be completed to resolve the tax
mattersTo our knowledge, the Offer in Compromise is still open and pending
with the IRS, as we have a deadline of April 11, to provide additional
documentation for the review of her Offer in CompromiseWe would be glad to
discuss the case further and the work that was performed on her behalfWe are
also open to discuss the options for fee consideration with them so that we can
continue work on this matterAs it is vital for our office to represent and
negotiate the Offer in Compromise that was completed by our office and Ms
*** to ensure they are being properly represented for the items claimed in
our requestIf the deadline with the IRS is not met, the Offer will most
likely be returned and closedIf you require any further information, please
contact our officeThank you for your time and assistance with this matter

Dear Ms***, We are writing in timely response to the
above referenced complaint received on August 21, (copy ***)Mr
*** sought out and hired our services in October of for
administrative tax representationBelow you will find a detailed account of
the work performed
on his caseA substantial amount of work has been completed
on Mr***’s case upon hiring our services for administrative tax
resolution for the Internal Revenue Service (IRS) and States of New Jersey and
New York on October 6, Upon receipt of his case, Power of Attorney forms
were filed with the IRS and the state of New Jersey to advise them of our
representationWe contacted the IRS that day to obtain the balances on Mr
***’s accountWe spoke with Agent ***, who advised there were no
balances at that time, but there was a previous audit for that had
resulted in no changesWe attempted to contact Mr*** to discuss his
case further, but had to leave a message requesting a return callWe then
attempted to contact the state of New Jersey in order to obtain the balances on
his account, and the agent stated that there were no balances owed and all
required returns had been filedWe attempted to contact Mr*** again on
October 8, 2014, but were unable to reach him and left a message requesting a
return callWe spoke with Mr*** on October 9, 2014, and discussed some
initial information regarding his caseThat same day, he e-mailed us a copy of
the IRS Notice of Deficiency for tax year that had been issued to him on
July 24, We spoke with Mr*** again on October 10, 2014, and
discussed his case in more detailWe then sent a response to the IRS in
regards to the Notice of Deficiency stating that the income reported should be
considered a loss due to the passive/active/material participation rulesWe
spoke with Mr*** regarding the response that we had mailed to the IRS,
and forwarded a copy of the letter to him via emailDuring our conversation,
we reviewed the information that would be additionally needed in order to
dispute the liabilityWe also scheduled a conference call for October 17,
2014, so that we could further discuss his case and review his current
financial situation to plan for a resolution of any balances that may remain
after the audit dispute was completedOn October 13, 2014, we mailed a letter
to Mr*** with a list of the requested financial information, along with
Power of Attorney forms for the state of New York and additional IRS Power of
Attorney formsWe attempted to contact Mr*** on October 17, for
our scheduled conference call, but were unable to reach him and had to leave a
messageOn November 11, 2014, we attempted to contact Mr*** again to
discuss his case but were unable to reach himWe also mailed a letter to him,
advising him of our attempts to contact himWe spoke with Mr*** on
November 20, 2014, and discussed the status of his caseWe rescheduled the
missed conference call for November 24, We spoke with Mr*** on
November 24, for the conference callWe reviewed the Notice of Deficiency
and IRS Form 433-A, Collection Information StatementWe additionally notified
Mr*** of the case plan we established to work towards resolving his tax
liabilityOn December 31, 2014, we attempted to contact Mr*** in order
to discuss his case, but were unable to reach him and left a message requesting
a return callWe attempted to contact Mr*** again on January 27, 2015;
and January 30, 2015; but were unable to speak with him on either occasionOn
February 9, 2015, we mailed additional IRS Power of Attorney forms to Mr
*** for signatureWe spoke with Mr*** on February 18, 2015, and
discussed his refund being seized by the IRS and the status of his caseOn February
20, 2015, we contacted the IRS in regards to the Notice of DeficiencyWe spoke
with Agent Simmes, who stated the system was experiencing technical difficulty
and to try again laterWe then spoke with Mr*** and updated him on our
attempts to contact the IRS on his behalfWe spoke with Mr*** again on
February 23, 2015, and discussed his concerns about the case time and
resolution optionsWe then prepared and sent another response to the IRS in
regards to the Notice of Deficiency, we forwarded a copy of this response
to Mr*** as well via E-mailOn March 12, 2015, we received the signed
IRS Power of Attorney forms from Mr***, and these were forwarded to the
IRS for processing on March 16, We mailed a formal request to the IRS on
March 18, to place Mr***’s account into a currently noncollectable
status to hold off IRS collection attempts while we were working to dispute the
liabilityWe attempted to contact Mr*** on March 27, 2015, but were unable
to speak with him regarding his case, and had to leave a message on his
voicemailOn April 1, 2015, we were notified by our accounting department that
there was a payment discrepancy on Mr***’s account, and were required to
temporarily suspend active caseworkWe spoke with Mr*** on April 7,
and discussed this non-working status, along with his audit for 2012, as a
notice form the IRS dated March 30, was recently received indicating that
an Audit was being completed on the tax returnMr***
expressed concerns about being audited for and stated that if we had
resolved 2011, he would not have been audited for We explained to Mr
*** that the IRS will typically audit other tax returns if the same items
are being claimed that were disallowed on previous tax return audits; as they
did after the IRS had already resolved his audit for tax year 2010, which
occurred prior to hiring Wall & Associates, IncOn April 8, 2015, we
received notification from our accounting department that the payment
discrepancy had been resolved, and active work could resume on Mr***’s
caseOn April 15, 2015, we researched the relevant IRS guidelines regarding
the open audit for and determined that Mr*** was over the Adjusted
Gross Income (AGI) limits to claim a special allowance for the deductions
related to his rental propertiesWe called and discussed this information with
Mr*** on April 17, Mr*** stated that he had received a
notice from the IRS requesting supporting documentation for the Notice of
DeficiencyWe mailed the requested documentation to the IRS that same day a
response to this notice, containing receipts provided by Mr*** showing
proof of all expenses claimed on his tax returnOn April 20, 2015, we
spoke with Mr*** and confirmed receipt of some of the emails he had
forwarded to usWe determined that we had not received all of the emails due
to the size of the files he had attempted to send, and he agreed to forward
this information to us on a jump drive insteadOn April 24, 2015, we spoke
with Mr*** and confirmed that he had mailed the jump drive to our
accounting office in Marshall, VA, and we stated that we would email them to
confirm that it had been receivedWe then emailed to Mr*** a copy of
the response to the Notice of Deficiency submitted on April 17, On April
28, 2015, we spoke with Mr*** and discussed the response that was
e-mailed to himMr*** was not satisfied with the previous responses and
requested that we send another response as sending that information himself
previously did not work for himWe then confirmed that our accounting
department had received his jump drive of information and was forwarding it to
our officeOn April 29, 2015, we submitted another response to the Notice of
Deficiency for tax year We received Mr***’s jump drive of
information for his audit on April 30, per Mr***’s requestOn
May 4, 2015, we reviewed all of the files that Mr*** had provided to our
office for his open auditWe attempted to contact Mr*** later that
day regarding our review of his information, but were unable to reach him and
had to leave a message on his voicemailWe emailed Mr*** on May 5,
a copy of the Notice of Deficiency correspondence that was forwarded to the IRS
on his behalfWe spoke to Mr*** later that day regarding the issues
with his tax returns that were prompting the IRS auditsMr*** stated
that he would prepare an amended tax return for to see if he would then
qualify for the AGI requirements under the passive/active/material
participation rulesOn May 6, 2015, we received notification from our
accounting department that we were required to temporarily suspend active
casework due to a payment discrepancy on Mr***’s accountWe received a
copy of Mr***’s tax return via email on May 13, 2015, and confirmed
receipt with him that dayWe attempted to contact Mr*** On May 18,
regarding the status of his case, but were unable to reach him and left a
message on his voicemailOn May 28, 2015, we attempted to contact Mr***
again regarding concerns and the status of his case, but were unable to reach
him and left another message on his voicemailWe spoke with Mr*** later
that day and went over his case and addressed his concernsWe let him know
that if he could not prove that he qualified as a real estate professional, we
would need to look into resolving the balances based on his collectability
potential as opposed to arguing the liabilityWe told him that we would
prepare a current financial statement and would have a conference call with him
at a later date to discuss this informationOn June 3, 2015, we received an
email from Mr*** inquiring into whether we had sent in a response to the
IRS in regards to his open auditWe contacted Mr*** that day and
discussed his e-mailWe let him know that his account was on a non-working
status and we would need his account to be active to be able to work on the
auditWe then explained the open audit to him and how that would need to
be worked via telephone with the auditor assigned and was not something we could
forward a response for as we had with the Notice of Deficiency for tax year
Our accounting department notified us on June 9, that Mr***’s
case had been closed due to non-paymentWe mailed a summary of the work
completed on Mr***’s case to him on August 3, Our office received
a notice form the IRS dated July 8, which denied the Audit Reconsideration
request our office had submitted, as their review of the request determined the
documentation supplied did not change the fact that Mr*** did not
qualify for the deductions claimed on his Schedule E and the Passive
Activity LossOn August 4, 2015, we received a letter from Mr*** with
concerns regarding his caseWe contacted Mr*** immediately to address
his concernsMr*** had concerns with how the Notice of Deficiency for
was responded to and stated that the only way to respond to that notice
would have been to petition tax court for his caseWe explained tax court
procedures and options moving forwardWe went over again the reasons why we
determined that he does not qualify for the deduction claimed on the tax
returnWe went over his amended return for and how it had showed him
still being over the AGI limit for claiming this deductionWe then explained
that this is why during our previous conversations, we discussed looking into
resolving the balances based on collectability potentialMr*** had
concerns about being audited for We discussed with him again that the IRS
will typically audit returns that show the same information being claimed as
previously audited yearsMr*** stated concerns about the time to get
the balance for tax year resolved and we went over the rental income
deduction rules again and his AGIAt that time, Mr*** requested a full
refund of monies paid to Wall & Associates, IncWe let him know that his
case had been referred to our Client Services Group to handle his requestOur
Client Services Group then spoke with Mr*** on several occasions
regarding his refund request and the work completed on his behalf by our
officeMr***’s complaint comments state that “They failed to file a Tax
Court Petition”Wall & Associates, Incprovides administrative tax representation
before the taxing authorities to assist our clients in resolving their tax
liabilityWe provide no legal representationMr*** was well aware of
the administrative representation as the contract he signed for services
clearly indicated in section “We agree to represent you administratively
before the tax authoritiesAdditionally section of the contract states “Our
services apply only to administrative tax practice and hearingsThe company
provided no legal services, and does not represent persons in any state or
federal court whatsoever, if you desire legal services, you must contract for
such services separately.” Furthermore, we advise our clients of other options
on their cases administratively rather than filing legal petitions in the U.S
Tax Court, just as we did on this caseOur office proceeded with Mr
***’s case accuratelyA request was submitted to the IRS prior to the IRS
deadline to petition Tax CourtThis request specifically requested an Audit
Reconsideration as we did not agree with the findings of the Audit completed on
Mr***’s returnWe corresponded with the IRS and provided them
with all of the additional documentation to support the Schedule E and the
Passive Activity Loss which was denied by the AuditorWith the documentation
provided it is unfortunate the IRS sustained their denial as Mr*** did
not qualify for those deductions claimed due to the IRS policiesOur office
was already working on planning for an alternate resolution with the IRS, as we
had requested personal financial documentation from Mr*** to be able to
plan for a resolution with the IRSWe additionally provided Mr*** with
the education on the Schedule E and the Passive Activity Loss to accurately
prepare all future returnsWe also advised him to have the and
returns amendedThere are still options available to resolve Mr***’s
tax liabilitiesAgain, we understand Mr***’s frustrations on this
matterWe worked as quickly as possible to resolve this matterWe would like
to move forward with the resolution of Mr***’s case as there is still
work to be completed to fully resolve the tax mattersIf we can work out
appropriate fee arrangements that are acceptable to him, we will be glad to
move forward on the case and continue the resolution processA copy of our
correspondence with the IRS regarding the Audit is *** for your
referenceIf you require any further information, please contact our office
Thank you for your time and assistance with this matterSincerely, Wall &
Associates, Inc

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear belowI paid Wall & Associates on 3/no action was taken until 12/I paid monthly with no resolution to my *** issues, I continued to pay monthly until ran out of funds with no resolution to my *** issuesI was taken advantage by this firm another Attorney contacted me it takes tdays to resolve *** issues Wall & Associates did not stand up to their part of the agreement, I was taken advantage of by this firm they do not deliver the promises they makeI was laid off from *** *** in 2/tis was one problem I wanted to resolve with no results form this firm, I am due a refund because of negligence on tier partCompany like Wall & Associates need is unfair their customers Thank You!
** *** ***
Regards,
** ***

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear belowI have not received an offer, only someone calling me from wall and associations telling me that they would like to resolve this matter, not sure how they would do thatI was inform that they would call me back Friday 6/10/(no call) they then told me they would call me back today 6/13/16, to try to resolve this matter. To date I have not received any paperwork showing what they have done with my case even after I was told that I would receive it within 2-weeks, it has been weeks since this was told to me.
Regards,
*** ***

Revdex.com:
I have reviewed the offer made by the business in reference to complaint ID ***, 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 ** ***,We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to ** ***
** *** sought out and hired our services in October of for
administrative tax representation.Wall & Associates stands ready to work
with our clients
to ensure that our office stands ready to defend work we do perform.** *** brings up a few concerns in regards to his brief
complaint with the Revdex.com servicing Central VirginiaSimply to
address ** *** concerns with our handling of the chargeback situation I have
attached copies of the chargeback notice that ** *** filedAdditionally, I have
attached our chargeback response that was provided along with fax confirmation
pages** *** card processor reviewed our case, his chargeback, and it does
appear that they sided with us in their determinationThe chargeback response
was submitted within week of receipt of the notificationIt is highly
illogical to assume our office would win a chargeback that we have failed to
timely respond toWe do apologize that this result did not meet ** ***
expectations however we do deserve to be paid for services we have provided**
*** statement that a response was not sent timely is simply inaccurate and is
merely an attempt to wrongfully discredit us.** *** fails to state the full breath and scope of the
services he hired us to perform** *** contract covered tax issues going back
to tax year Furthermore, he hired us to perform resolution services for
the *** *** ***, ***, ***, ***, ***In response
to his request a copy of his contract has been enclosed with this response for
his reviewOur office worked with ** *** during the time he was a client of
our office to address his concerns and ultimately achieve a final resolution to
his case, but he did terminate services with our company fairly early into his
case.** *** has made server attempts to secure a refund from our
office by threatening us with complaints to various sourcesWhile our office
will work with the small percentage of clients who may have concerns, the
threat of a complaint will not force us to issue a refundOur office reviews
refund request and if appropriate may issue a refund in response.We do want our clients to understand we will work with them
Our office routinely works with clients who have billing issues, case concerns,
or who just need a sympathetic earUnfortunately, at this time, we will be unable
to grant ** *** a refundIn regards to his desired settlement request we do
sincerely apologize that we were not able to meet his expectationsIf he would
like for us to review his case nad see what we can do in regards to getting him
reactivated with our office he is more than welcome to give us a call and all
appropriate remedies will be employed to help him.If you require any further information, please contact our
officeThank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.Brandon G***

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, 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 ** ***,
We are writing in response to the above referenced complaint filed on April 17, A tremendous amount of work has gone into *** *** case and a detailed summary is provided below
A substantial amount of work has been completed on
*** *** case upon hiring our services for administrative tax resolution with the IRS on April 2,Upon receipt of her case, we attempted to contact *** *** to go over the initial case information received and left a voice message requesting a return telephone
callThe Power of Attorney forms were immediately filed with the Internal Revenue Service (IRS) to notify them of our representationWe then contacted
the IRS and were informed that there were no current balances due for Form 1040, Individual Income Tax Return; however, the tax period was currently under examination by the IRSWe received a return call from *** *** that day and reviewed the initial case information with herWe scheduled a conference call with her for April ,She advised us that she had a notice that carried a deadline date of April 10,that she would fax to us the next day
Upon receipt from *** ***, we reviewed the notice dated March 11, The IRS was proposing to disallow multiple Schedule C expenses for the tax period, along with reducing the amount granted for the Child Tax Credit and Earned Income CreditWe discussed the examination report with *** *** in detailShe claimed children that were living with her as dependents on her Federal Refurn, which were disallowed due to the fact that they were not related to *** ***, nor did she have custody of themWe also discussed the Schedule C expenses in detail and *** *** advised us that she would be sending all of her receipts to us for those expensesWe prepared and sent an appeal in response to the *** *** by the deadline dateWe contacted *** *** for the scheduled conference call on April 23,2013, discussed the information she provided and advised her that we would prepare and send the expense verification in order to argue the proposed balance
We spoke with IRS Auditor, *** ***, on May 1, and advised him that we had received documents from *** *** verifying the Schedule C Expenses and would be organizing them and sending them to him for reviewWe prepared and sent this information to *** *** on May 29, He contacted us that day and advised that he would be reviewing it and issue out a response letter in the near future
We received a phone call from *** *** on June 7,and she indicated that she received an IRS notice in the mailShe stated that she would be faxing it to us that following MondayWe received the fax from *** *** on June 10, and advised her that we would review the Audit Report from *** *** and speak with him regarding his changes madeWe advised that we would follow up with *** *** after we spoke with *** ***
On June 20,we received notification from *** *** that the State of South Carolina was also auditing her State ReturnWe discussed with *** *** that we did not represent her for the State of South Carolina and advised her that we would review adding the State of North Carolina to her contractShe was contacted by our employee, *** *** regarding this but never returned that phone call
On June 27, 2013 we prepared and provided a response to *** *** Audit Examination ReportWe received a response on July 15, from *** *** that he did not change the assessment, as this information was previously provided by *** *** and disallowedWe spoke with *** *** about this on July 18, in order to as certain whether she had additional proof of expenses
Throughout the end of July through September we spoke with *** *** to see if she had any additional proof of expensesWe also completed a financial analysis to determine the best possible resolutions on the caseAfter multiple conversations with *** ***, she stated that she could no longer afford our servicesWe explained to her that we believed she would be ready for an Offer in Compromise once the balance posted to the accountWe also discussed with
her that pursuing audit reconsideration would not be beneficial as she did not have any further proof of expenses to provide*** *** understood what needed
to happen and reiterated that she could no longer afford the monthly fee to us. We prepared a request for fee consideration and sent this to our Internal
Committee to review on October I,In good faith, we placed billing on hold though December in order to send *** *** the Offer in Compromise
documents, as well as check the balance for the tax periodWe followed up with *** *** on October 30,and requested that she send us current
financial information in order to solidify the case plan and she agreed to do so
We were able to prepare the Offer in Compromise documents on November 11, 2013, after receiving the financial informationWe mailed the documents to *** *** that day and spoke with her regarding the processOn December 11, 2013, we again contacted the IRS but the balance for the tax account had not been assessed and entered by the IRS. We contacted *** *** that day and left a voice message requesting a return callWe additionally sent her a letter asking for contact, as she had not returned the Offer in Compromise documents to us as of that dateWe received a fax from *** *** on December 12, She stated
that she wished to terminate services and threatened filing third party complaintsWe called *** *** to discuss her case that day and had to leave another messageWe sent a request to our Client Services Group to contact her regarding this
Our Client Services Group was able to talk with *** *** and let the team know that we should continue working her case, as she rescinded her termination on December 20,We again contacted the IRS on December 26,and received a transcript showing that the balance was still not yet assessedWe mailed a copy of the transcript to *** *** for her records
We again contacted the IRS on January 22,and were advised that there was an open Identity Theft IssueWe contacted *** *** on January 28,and spoke with her in depth about her caseShe advised us that there was information regarding a lawsuit and car loan that she neglected to inform us ofWe updated the financial statement to reflect thisWe advised her of the Identity Theft issue and the increase in the fees for the Offer in Compromise, based on new IRS
rulesWe called the IRS Identity Theft Unit and they were able to confirm that the balance had posted to the tax periodWe also verified with them that
the Federal Return had processed with no liability dueWe contacted *** *** on January 31,and she advised that she would be returning the Offer in Compromise documents to our office in the near future
We received the Offer in Compromise forms from *** *** on February 12,2014. We contacted her that day to let her know that she had forgotten to sign the financial statement and sent it back to her for her signatureWe received the financial statement, along with the application fee and down payment, and submitted the Offer in Compromise on March 5,We spoke with *** *** on March , and she advised that the Offer in Compromise packet had been returned to herWe advised her that the IRS had recently changed a minor rule on Offers but let her know we were able to resubmit this immediately for consideration
On April 15,2014, our Client Services Group contacted *** *** to discuss her case and advise her that we would be resuming billing, as it had been on hold since
November of *** *** terminated services at that point and we revoked Power of Attorney Forms with the IRS
We took great measures to work with *** *** and waived several months of fees in order to appease her situationWe were not required or obligated to do so in any way, but offered these fee waivers in good faithIt is unforlunate now that despite our attempts in this situation *** *** has chosen to file a Revdex.com complaint and place blame on our office for her tax problem not being resolvedHer statement that she believed her tax problem would be fixed in only four months is
unrealisticTax problems do not resolve that quickly with a third party such as the IRS. We did everything correctly to move the case forward and to work to the
resolution of the matterHowever, *** *** chose to terminate our services as we were entering the start of the Offer in Compromise process.
There are still options available to resolve this tax matter and I suggest *** *** contact us directly to discuss resuming work on her caseIf you require any further information, please contact our office. Thank you for your time and assistance with this matter
Sincerely,
Wall & Associates, Inc
*** * ***
Chief Operating Officer

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

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, 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 offerI was not offered a refund of the money that I have paid to Wall & AssociatesI was not given the results that I was originally promisedWall & Associates was not able to help me at all with my tax problemsThey are a very incompetent company and their main goal was to charge me dollars a month plus the dollars I had to payMy tax problems did not change and I have acquired interest in the original amountI requested to get dollars of my money back Wall & Associates' ignored my requestThey just sent me a bunch of made up paper workI have been very disappointed in this company. *** ***

We are writing in timely response to the above referenced complaint received on November 10, (copy enclosed)*** *** sought out and hired our services in September for
administrative tax representation Upon receipt of *** ***’s case for administrative
tax resolution on September 12, 2014, *** ** *** forms were filed with the *** *** *** (***) that notified the taxing
authorities of our representationA letter was then sent directly to *** *** that provided her with our contact information and items to expect over the course of her caseWe additionally contacted
*** *** that dayDuring the call, we introduced the case team to her and verified that the information we received from the associate was correctWe also scheduled a follow up call to go
over her financials in detail on September 22, The *** was contacted on September 15, 2014 and it was determined that there was an outstanding balance that totaled $9,for tax years 2007,
& *** ***’s’ account records and wage information were also requested from the *** at that timeOn September 22, 2014, we attempted to call *** *** for our previously scheduled call but had to leave a voice message requesting that she call us back.
On October 17, 2014, we attempted to reach *** *** again to go over her financial situation. We again left her a voice messageThen we proceeded to prepare and mailed to her a financial information request letter, so that we could continue forward with her caseWe returned a call to *** *** on October 29, to discuss her concerns with the associate she initially met with, causing her to feel the need to terminate our servicesDuring our conversation it was brought to our attention that there was a misunderstanding between the client and our consultant that she originally met with regarding fees related to the caseWe immediately brought her concerns to the attention of our Client Services Group to have them contact her regarding this matterShe then decided to
terminate services with our company.
We are sorry for the miscommunication that has appeared to have happened in this matter We would like to continue work for *** *** and fix her tax matterHowever, we do understand her concerns she writes aboutWe did start work on the case as instructed and believe it is fair to be paid for the services we did renderIn a good faith effort we will agree to offer *** *** a refund of $to resolve this matterWe will be glad to move forward with processing the refund as quickly
as possible if she accepts this offer
If you require any further information, please contact our officeThank you for your time and assistance with this matter

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
They have not provided any positive results for me in any discernible way. They now claim that they told me they could not file a petition on my behalf but never bothered to advise me that filing a petition was the proper procedure in my case. They advertise themselves as tax professionals but they are not. It would be more accurate to describe them as "making excuses after the fact for lack of results" professionalsIf they do not refund my money by 9/18/I will take them to court and sue them for malpractice
Regards,
*** ***

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

May 19, 2016WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114By E-mail: ***Revdex.com Serving Central VirginiaATTN: *** ***Moorefield Park Dr.Suite 300Richmond, VA 23236RE: Mr*** ***: Revdex.com Case#: ***Dear
Ms***,We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr*** ***Mr*** sought out and hired our services in October of for administrative tax representationA copy of the actions taken on Mr*** case to this point has been attached for referenceIn his complaint Mr*** brings up several issues I would like to addressFirst, Mr*** states that he is only contacted when our office wants him to make a paymentOur case team staff have had issues in trying to reach Mr*** in order to resolve his case in as rapid a manner as possibleInitially our office had great contact with Mr*** and his case was proceeding in a manner our clients can expectUnfortunately, our office in later months had trouble reaching Mr***On January 21, February 18, and February of our office was unable to reach him culminating in us mailing him a letter requesting contact (copy enclosed)Our office had been attempting to contact Mr*** in order to discuss the ongoing compliance issues regarding his accountMr*** has been accruing tax balances every year back to This issue would still need to be addressed pending the outcome of his Federal income tax return.Our office has not requested a negotiated settlement for several reasons including the ongoing compliance issues, but we have been in contact with the *** regarding his account in order to request holds as necessary and ensure that collection action is prevent while we work to bring him into compliance and present a fair and honest offer - in - compromise to the *** At this time our office is unable to offer Mr*** a refund for services providedWe do encourage him to contact our office in order to discuss the specific reasoning's for why certain actions were or were not taken on his case.If you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,Wall & Associates, IncBy: Brandon G***