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 belowOf the pages attached to Wall and Associates response, only were generated by them. Four short, half page letters that could easily have been written in less than minutesLet me respond to the questions posed by *** *** in her correspondence to Wall and As.:
The July letter from the IRS said they would not consider Wall and Assrequest to reopen the audit because the information provided was already received. Yes, all they did was re-send copies of my receipts which the IRS already had received from me directly prior to hiring Wall and As. I told them that but they insisted that re-sending the receipts was the proper responseThere has never been a plan of action presented to me by Wall and As. Their claim that they were working with me to fill out a 433-A form is an outright lie. It never happenedWhen the audit letter was received I called Wall and Assand asked them to send a written response. They refused, saying the audit had just begun and a written response was not needed. They said they were responding by phone. Down the road, if there is any kind of dispute, how do you prove you responded if it is not in writing? Does this sound like a professional response?
I now know by hiring a competent tax attorney that my only hope of settling this favorably with the IRS was to file a petition with the tax court. Wall and As, are not attorneys, they told me that they could not go to court, but they also told me I would not need to go to court, that I would not need an attorney. *** *** assured me they would take care of not only the tax years I was being audited but resolve it so that all future tax returns would not have the same recurring issue. I relied on them for their expertise. They lied to me and took my money and left me worse off than before I met themI demand a full refund of the $3,I paid them
Regards,
*** ***

[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.]
Revdex.com:
I have reviewed the offer made by the business in reference to complaint ID ***, and find that this resolution would be satisfactory to meI will wait for the business to perform this action and, if it does, will consider this complaint resolvedIf the company does not perform as promised I can get back to you at: ***
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
Please excuse the delay responding to the day periodI had a few health problems and numerous doctor's appointmentsAs you will see from the various communications from Wall and Wall, I was having financial difficulties in making the payments, but during this time - *** garnished my *** ***
***, so I was unable to keep up with the payments. I was living from check to checkI called the *** *** Office and told them of my financial Hardship in the hopes of getting my checks reinstated. After I contacted ***, I received a letter, "from Wall and Wall stating since they were representing me, the status of my case will prevent any type of collection to take place", dated July 28th I would also like to mention that I have already paid Wall and Wall *** and there has been no resolution or refund. I have existing health problems and this ongoing problem with Wall and Wall has created additional health problemsI will appreciate any and all assistance you can provide me in order to resolve thismatter, and if you need anything else, please let me knowI will be happy to provide you with whatever you need
Regards,
*** ***

WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-By E-mail: ***
Revdex.com Serving Central VirginiaATTN: *** ***Moorefield Park Dr.Suite 300Richmond, VA RE: 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 representation
In his follow up response Mr*** brings up several additional concerns that I will addressOne of the benefits of utilizing the services of Wall & Associates, Incis the fact that we do not use line item billing and do not base our fee on an hourly rateFor one set low monthly fee our clients get protection for their current issues as well as any issues that may arise during our representation of their caseIn lieu of line item billing Wall & Associates, Incprovides case summaries to explain the actions taken on a caseThese do take some time to prepareThis was supplied in the previous response and is attached again for Mr*** referenceWhen billing discrepancies occur our office may be forced to place a client on a stop work statusWe do apologize that this occurs, but our clients do agree to a set, low, monthly fee to ensure our case teams are able to address their tax controversiesWall & Associates, Incclearly explains to our clients that while they are working with our firm that they will continue to receive ongoing communication from the ***Furthermore, that communication may not always line up with actions currently being taken on a caseThe *** has a set procedure for the type and time frame for sending notices and they adhere to that policy as necessaryThe fact Mr*** received a notice requesting a payment in days does not mean that our office has not been in contact with the ***, it means the *** is following the prescribed order of notices they are required by statute to send.
"Compliance" simply means that Mr*** is filing all required returns without a balance being incurred for the current tax yearIn order to resolve a tax controversy it is necessary to ensure that the underlying cause of owing is addressedIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely,Wall & Associates, IncBy: Brandon G***

Dear Ms***, We are writing in timely response to the
above referenced additional comments received on June 30, (copy enclosed)
Ms*** has also now posted a negative review on our information page with
the Revdex.com (as of July 1, 2015), in addition to this complaintWe respond timely
to any complaint and received her additional comments on this complaint on June
30, (two days ago)She did not allow us any realistic timeframe to
respond to her request and instead posted negative comments about our company
when we have attempted to work with herIn addition, Ms*** sent emails
directly to me on July 1, which show that her new tax representative (a
clear competitor of our company) is providing input and coaching to Ms
*** on how to handle her complaints with our companyWe would like to
point out that we have never advised any client on how to handle their
complaints with any other competitor they may have used prior to hiring usIt
is not our practice to act in that way since we do not normally have all of the
facts or the entire case file from the client’s prior representative to make a
determination on how the case was handledIn Ms***’s comments to the
Revdex.com we received this week, she asks now for a $1,refundDespite the
continued issues and threats from Ms***, we are willing to issue that
refund and will now begin that processWe will send her our standard refund agreement
in the mailShe can then sign and return it to our office via fax or email and
we will then issue the refund checkIf you require any further information,
please contact our officeThank you for your time and assistance with this
matter

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

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

First I would like to thank the personnel at Wall for being positive throughout the process of achieving a resolution of years of back taxes with an offer in compromiseEven though it had taken several years (being largely due to my own foot dragging) As soon as I did the work on my end they were able to confer with *** agents and work out an offer of ** *** and with timely filing over the next yearsThey also negotiated the release of the liens the *** had placedI recommend this company as they always did what they had said they would do

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,
*** ***
** *** *** ***
Thank you so much for all your helpI was unable to respond directly to the response from Wall so I will respond to youI want to first begin by stating that I have not contacted Wall in any way since I revoked their services over monthsI do not know what they are talking about ......its absolutely a lieI am agreeable to arbitration but only if it is through Revdex.comI do not trust the company that Wall works withI will only be content when I get my hard earned money returned to meThanks so much
*** ***

Dear Ms***, We are writing in timely response to the
complaint made by Ms*** received on September 8, (copy ***)Ms
*** hired Wall & Associates, Incin June of for administrative tax
representation before the taxing authorities to assist in resolving her
tax
liabilityWe realize that tax problems are stressful and frightening for any
taxpayer and we work hard to help our clients through these mattersBelow you
will find a summary of the actions completed on her case until our office was
forced to stop working due to payment discrepanciesMs***’s case was
assigned to a case team on June 18, Upon receipt of her case we attempted
contacting her to go over the initial case information received and left a
message for a return callThe Power of Attorney forms were immediately filed
with the IRS to notify them of our representationWe then contacted the IRS
and were informed that there were no current balances due, and that there was
an extension to file Form for tax year We called Ms*** again on
June 19, 2013, and went over the initial case information with herWe
scheduled a conference call with her for July 3, She advised us that she
would be filing separately from her husband ***, for tax year The
Oregon Power of Attorney forms were filed with the state on July 2, We
spoke with Ms*** on July 3, 2013, and we discussed her case at great
lengthMs*** informed us that she and her husband were previously
divorced in January but remarried in September 2012, and that she would be
filing her Form as Married Filing SeparateDuring the divorce, they
had split all assets and she received half of her husband’s retirement plan
which resulted in a large distributionMs*** was under the assumption
that the retirement plan holder would withhold the appropriate taxes, but this
did not turn out to be correctMs*** advised that she used the monies
received to help her son purchase a starter homeShe also informed us about
her medical issues and subsequent disability having been out of work since
February We requested a number of financial documents from Ms*** as
well as a copy of her previous and current tax returns in order to evaluate
figures for the resolution of her accountThe tax returns and financial
information were received in our office in late September Our office
contacted the Oregon Department of Revenue on October 4, 2013, to check the
status of the balance on tax year We were informed that the balance of
$11,was not yet in collectionsThe Oregon Department of Revenue set a
deadline of October 22, 2013, to provide a financial statement showing
inability to repay the debtTo ensure all of Ms***’s information was
accurately accounted for, our office requested an extension of this deadline
and it was granted until November 12, We scheduled a follow up call with
Ms*** to review the financial statement on November 8, On this date,
we advised Ms*** of further documents required to support the Oregon
financial statementWe requested additional time from the Oregon Department of
Revenue and it was granted until November 18, On November 19, 2013, we
reviewed the financial statement with Ms***’s husbandWe informed him
that the state of Oregon was now requesting verification of his income to
calculate the total household income and expensesOur office received a
plethora of financial information from Ms*** on January 6, 2014; however
this did not include Mr***’s income statementsOn January 14, 2014, Ms
*** contacted our office to inform us of calls from the IRS Revenue Officer,
*** ***We phoned Mr*** on this date and spoke with him about the history
of the caseHe stated that he had been working the case for over a year and
that soon his managers were going to start enforcing involuntary collection
actionOur office became confused since Ms***’s only balance stemmed from
her Form which was only recently filedThrough this conversation,
we became aware that Ms*** had employment and withholding tax issues
stemming from her sole proprietorship business, ***’s Mail Service
Unfortunately, we were not contracted to represent Ms*** for these issues
at the timeMr*** informed our office that we would need to file Power of
Attorney forms as well as provide a full financial statement with all
supporting documentation no later than November 21, 2013, or he would start
issuing collection action against the business tax mattersWe contacted Ms
*** and left a message requesting a return call to discuss these matters on
both her home and cell phone numbers on fileWe also mailed a letter to Ms
*** requesting contact on November 21, We received a return call from
Ms*** on November 28, She was under the impression we already
represented her business and provided us with more details about ***’s Mail
ServiceThe case team confirmed with our accounting department that the
business was not included on Ms***’s original contract with our firmA
request was sent to management to add the business and a new contract was
mailed to Ms*** on February 12, We phoned Mr*** on February 19,
2014, and left him a message notifying him of our impending representation of
Ms***’s businessOn March 10, 2014, our office received an Oregon
Distraint Warrant having been filed as a result of the balance from Ms
***’s individual income tax return for Our accounting office confirmed
receipt of the updated contract on March 13, Power of Attorney forms for
the business were immediately sent to Ms***We also returned a call to
Mr*** on this dateWe informed him that Ms*** was disabled and using
the retirement monies to help pay for medical billsHe conveyed that since Ms
***’s business was a government contractor with the *** *** *** ***, his managers had been very aggressive with working the caseHe set a
subsequent deadline of March 21, 2014, to provide proof that Ms*** had
been using the funds for medical purposesWe called Ms*** about this
information on March 19, 2014, and left a message requesting a return callOn
March 21, 2014, our office faxed the requested medical documentation to Mr***
He called our office on March 25, 2015, and stated that he would put Ms
***’s business in a defunct status given that it was no longer operatingWe
requested this in writing prior to withdrawing our request for a Collection Due
Process appeals hearing that had previously been filed regarding the Form
1040, however this would not be provided by Mr***Therefore, the personal
side of her case was forwarded to appealsMs*** called our office on
April 29, 2014, and we discussed the status of her mail service businessShe
informed us that the business was still technically operating but that it was
subcontracted out to another individual and that it would be transferred in
timeWe requested documentation to prove this situationWe received another
call from Ms*** on May 9, 2014, regarding a notice of garnishment from the
state of OregonWe called the state of Oregon and discussed the account and
left a message with Representative Ms*** to call backWith no return
call, we phoned again and spoke with ***We informed her that Ms***
had no source of income or bank accounts*** advised that Ms*** should
not worry about the garnishment, but that we still needed to resolve the
account somehowInformation for the upcoming Collection Due Process Hearing
was mailed to the IRS Settlement Officer, Mr***, on June 25, We also
requested additional information from Ms*** via letter on the same date
We verbally reviewed information with her on June 30, 2014, and she stated that
she could not provide the unfiled employment tax returns being requested by the
IRSWe held the hearing on July 23, 2014, with Mr***, regarding Ms
***’s personal mattersHe stated that the case file was incomplete and
that Ms*** was not compliant with filing all of her Form tax returns
We explained that we had sent him copies of the tax returns that were filed and
that they may not have posted to the account yetRegardless of her compliance,
he would be authorized to put her account into Currently Non-Collectible Status
per the Internal Revenue ManualMr*** indicated that he felt Ms*** was
hiding informationWe informed him that was not the case and with no income or
assets, he would be required to place her account in the non-collectible
statusHe refused and stated he would issue the Notice of DeterminationWe
advised Ms*** of the notice on August 6, We also sent Ms*** a
letter educating her about IRS tax liens on June 30, Our office discussed
the Notice of Determination received with Ms*** on September 29, We
also noted that we would send her documents to sign in order to proceed with an
Offer in CompromiseThese were mailed on September 30, for her review and
signatureThe signed paperwork was forwarded to the IRS for submission on
October 17, In the morning of November 3, 2014, our office received a
call from Mr*** stating that the business side of her case was still not
resolved, but he did acknowledge the Offer in Compromise for the personal side
Mr*** requested updated Power of Attorney forms before discussing further
resolution for the business debtWe faxed them to him That dateLater in the
day, Ms***’s case was placed in a non-working status by our accounting
department for failure to comply with the payment terms of the administrative
tax resolution contractOur accounting department notified the case team that
Ms***’s case was closed due to nonpayment on January 12, Our Power
of Attorneys forms were subsequently revoked with the IRS and State of Oregon
On September 2, 2015, our office spoke with Ms*** regarding her caseShe
informed us that she gifted a piece of property to her son in July via
quit claim deedThis was the first time we had been made aware of thisShe
claimed to be unaware that tax liens had been filed previously by the taxing
authorities which would affect her son’s sale of the propertyShe stated that
her son was trying to sell the property, but could not due to the tax lienMs
*** demanded that we fix this problem, but we explained that we were unable
to unless she contacted our accounting office to reactivate her case based on
her previous payment contract with our firmThe case team manager spoke with
Ms*** again on September 3, She stated that her husband was arrested
in September and subsequently cancelled our servicesWe stated that no
one had canceled our services and that the case was simply closed for nonpayment
Ms*** conveyed that nobody told her a lien would be filed against her and
that she had been working directly with a state agent in Oregon who told her
that our company had not provided any informationWe explained that the state
of Oregon had no way of collecting on her because of a lack of bank accounts or
income sources, which is why they filed the lienMs*** continued to ask
for free service from our company and then threatened slander with the media
Given these circumstances, a transfer was made directly to our Client Services
Group to handle Ms***’s concernsOn September 9, 2015, our office was
notified that Ms*** filed a complaint with the Revdex.comMs
***’s complaint refers to the liens filed against her property that she
gifted to her childrenThere are ways to remove liens with the IRS, however;
they require a specific need (loan recodification, foreclosure, short sale
etc.) for them to be considered and the proper documentation to accompany the
request to verify the basis of the applicationDepending on their case, we
will explore the lien removal options if it is requested by the clientIn most
of our cases, we are able to resolve the liability and once the liability is
resolved and paid within the terms given, the lien is released by the IRSIt
is unfortunate that Ms*** is upset that the lien remains on the home, as
our office was proceeding with a resolution for the IRS and the State to
resolve the liability which would remove the liensFurthermore, the IRS and
States will file a Federal Tax Lien as legal claim against property when a
taxpayer owes a debtThe lien protects the government’s interest in all
propertyWhile the tax lien is there, it does not mean the Taxing Authorities
will immediately seize the propertyOnce a resolution is completed and paid in
full, Tax Liens are releasedPart of our service involves credit clewith
our clients to ensure tax liens are released, and that the credit bureaus are
notified of thisUnfortunately, we did not get to the point of a resolution
being accepted and paid when Ms***’s case was closed due to nonpayment
Please note that Ms*** hired our office and was a client before we
instituted several changes in order to attempt to better serve our clients and
improve client communication furtherAs the Revdex.com is aware, our office requested
and held a meeting with members of the Richmond Revdex.com in August At that
time our office discussed changes that we had recently made to our training for
new client meetings, among other items, that would help to clarify our needs
from a client, and to clarify that we cannot promise or guarantee a timeframe
in which a case will be resolvedDuring a follow up meeting between our office
and the Revdex.com earlier this year (2015), we discussed a pattern of complaints the
Revdex.com feels exists and that the Revdex.com would monitor complaints to determine if the
pattern continued to exist even after the August changes our company
institutedThe Revdex.com has stated that complaints falling under that pattern
essentially have a bearing on our Business Review InformationPlease note that
Ms***’s complaint should not be considered part of the Revdex.com identified
pattern because Ms*** hired our services before the client communication
changes we instituted in August Therefore, her complaint should have no
bearing on the pattern when considering it for our online Business Review
purposesThe changes we put forward in were geared towards new clients
and initial meetings with clientsMs*** had her initial meeting and was a
new client long before August We appreciate your willingness to disregard
this specific complaint in relation to the Revdex.com identified patternUltimately,
we put forth great effort on Ms***’s behalf, and would like nothing more
than to resolve the ongoing concerns that she has expressed in the complaint
It is however unfair that Ms*** now blames our office for issues that she
never told us about, and provides inaccurate information regarding her tax
lienThere are many options available to resolve the outstanding balances due
the IRS and we request that Ms*** contacts our office directly to resolve
any miscommunication or misunderstanding that has taken place and to discuss
the plan for moving forward with her caseIf any additional information is
required, please contact our office directlyThank you for your time and
assistance with this matter

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 January of for administrative tax representation. Mr*** raises several concerns in his complaint that I will address for himAs always, the quickest way to get a response for the reasoning behind specific actions that were or were not taken on a case, is to contact our office directly. Mr*** mentions that he paid our firm an initial fee to "retain" our services. Typically, such language insinuates an attorney-client relationshipMr*** paid our firm an initial fee for initial work conducted on his caseWall & Associates, Incstaff and employees are not attorneys and we conduct our work solely on an aIn his complaint Mr*** states that he went to his local IRS office and was informed all our office had done relative to his account was file Power of Attorney formsOur office did contact the IRS via the Automated Collections number (1-800-729-7650) on February 2015, February 2015, March 2015, and June to ascertain the status of Mr***'s account and to follow up with them on required information we needed from them. Mr*** states that one of our representatives stated "we thought you wanted the best solution, not the fastest solution" in response to our office being informed a lien had been filed against himOur office prides ourselves on the fact that we work hard to get a resolution for our clients that will solve their issues in a manner that will completely take care of all their outstanding liabilitiesThese forms of resolution do take more time than a simpler resolution wouldI do however, apologize that Mr***'s concerns were not given the attention that they deserved. Mr*** states our services are fraudulent and unrealistic in natureIn the first two months of our case teams have reported savings of $3, for our clients. Furthermore, we have had reported offer in compromise acceptances with of those being for $or lessWall & Associates, Incis not fraudulent or does not misrepresent what we can do for our clientsWe are committed to the satisfaction of our clients and the resolution of their tax balances. In Mr***'s complaint he requests a refund for services he feels were not rendered. We want to work with *** to address all of his concerns in a timely and professional manner. Wall & Associates, Incwould like to utilize our own complaint resolution channels and we encourage Mr*** to call our office to discuss the circumstances surrounding our representation. If you require any further information, please contact our officeThank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc

Team members were very courteous and proficient in their manner of communications with client In depth knowledge of IRS policies and procedures allowed them to negotiate successfully a reasonable resolution

Dear ** ***,We are writing in response
to the recent complaint filed against our complaint regarding the fees paid and
service rendered to ** *** *** *** *** *** *** sought out and
hired and services in March for administrative tax representation.The complaint
forward by
the Revdex.com Serving Central Virginia consists of a short excerpt detailing concerns
that ** *** *** *** raise about their case and details a demand for the full
refund of money for services we have rendered.In reviewing this complaint
our office can find no substantial errors in the casework that had transpired
between the current date if this complaint and their beginning of services with
our company in August of In review however; our office would like to
state that there are a number of issues that may be adversely affecting ** ***
*** *** case** *** *** *** accumulated a substantial balance for the
tax year that now must be addressed in addition to the original liability
for which we were working toward a resolutionCompliance with any taxing
authority is a major concern and the assessment of an additional tax balance
for a new year does complicate the resolution of a case.Per *** ***
complaint she does indicate with our office receiving correspondenceWe don’t
see an ongoing and serious concern in regards to thisOur office does see
where information for a business, for which *** *** is not a substantial
party, has been requested and there has some delay in receiving thatOur office
would like to state that no one has out off *** ***She did request that
a case summary be prepared and forwarded to her for reviewThis summary is
currently being prepared and will be forwarded when complete.In light of our review of
*** *** *** *** case our office is unable to offer a refund for the services
we have providedWe do request that *** *** *** *** contact our office
so that we may address any further concerns and ensure that their case is
resolved on the manner and timeframe they expect.If you require any further information,
please contact our officeThank you for your time and assistance with this
matter.Sincerely,Wall & Associates, Inc

Revdex.com:
I was a client of youre office wall and associates, and iam not satisfied with youre work, this is not acceptable
I have reviewed the offer made by the business in reference to complaint ID***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
[Provide details of why you are not satisfied with this resolution.]
Regards,
*** ***
I don't whant to work with wall and associates and I don't whant to give them another pennyGive me a good solution other than youre work that I can work with, not forgetting that I paid you more than 13,and NO SOLUTION WAS BROUGHT BACK TO ME

WALL & ASSOCIATES, INC.P.OBox 747Phone: 877-291-1109Marshall, Virginia 20116Fax: 877-291-1114 October 10, 2016By E-mail: ***Revdex.com Serving Central Virginia ATTN: *** ***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 April of for administrative tax representation.Mr*** raises several concerns in his complaint that our office will hope to addressThe ***, barring certain situations, normally has years to collect any outstanding balance that is owed to themUpon receipt of Mr***'s case it was explained to him that a number of tax years, for which he hired representation, would reach this collection statute date in early Our office formulated a case plan based on this situation that would see to it that these statute dates were not extendedTo date, based on that plan, these balances have dropped off saving Mr*** a significant percentage of the taxes he did owe.Our office is unsure who spoke to Mr***, but according to his complaint, it states that an *** representative stated it was "hard for them to speak with us." Unfortunately, the division Mr. *** is with at the ***, *** *** ***, does not normally place outbound calls to collect taxes and as such it is simply one of many baseless arguments the *** will make in order to cause friction between a taxpayer's representatives and their clientsI have attached correspondence that proves our ongoing communication with the ***.Finally, our office, in good faith, did waive a couple of the monthly fees to which we are entitled, due to Mr***'s concerns, and the fact a state levy did occur on his account in mid-Unfortunately, our office has been fair in representing Mr*** and as such are unable to offer a refund at this time.No one at our office, has or ever will, take advantage of anyone in regards to their medical situation or veteran statusOur office works to resolve all tax matters in as timely a matter as possible; however, due to the nature of case planning some case plans can take longer to execute than others.If you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,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 want you to know about additional issues I have with Wall & AssociatesAt my first visit I did not get a copy of the contract that I signedIt was mailed to me about days laterThere were some dates added as to when I would be making future payments that was not there when I signed.I called the salesman (Tom C***) and told him this was incorrectSince I receive my checks once a month I can only make payments monthlyI know I would not have agreed to make earlier payments for that reasonAt that time I disclosed my incomeWe also made an agreement not to withdraw any money from my account without speaking to me firstThey did not adhere to this and later took money without speaking to meThis resulted in Wall reversing the payment with my bank.When I had my first visit I had the impression this would take 3-monthsI don't know whether it was said or implies.I also said at the first visit that my income taxes were not yet filed for The response was we'll take care of itI assumed they meant they would file itIn July I received a call threatening to put a stop work order on my accountI was so upset because it seemed like nothing was being doneI felt taken advantage of and told them I was going to call Revdex.com.At that time I was told my account would be credited for June and July ($800)My latest statement dated Octstill shows I owe a balance of $In August I sent back a form that I signed even though the income was incorrectI told them this in a phone call and was told they would have to redo it I received a call in September asking when I was going to pay my bill even though I had til end of month according to my agreement with themNow today I received a call saying everything is set except I need to get my taxes done which I am sure now has interest and fines addedIf I stop their services I feel like I'll be in big trouble with *** and now they have put the blame on me for not having my taxes doneI feel stuck and scammedIf I could afford a lawyer I'd get one don't believe anything they say at this point

We are writing in response to the recent complaint filed against our company regarding the services rendered to Mr*** ***This client sought out and hired our services in October 3, 2017Upon notification of this complaint members of Wall & Associates, Incmanagement team reviewed this
client's caseThis client came to Wall & Associates, Incthree days before a county imposed deadline to pay a property tax liability in fullOur office worked with the county and the client over the course of his case to determine the best option in resolving the property tax balance present on his account. Wall & Associates, Inc., after speaking with the county, provided this client with a valid payment plan option that would see him able to extend the repayment of the property taxes in arrears through June of As part of our services we reviewed the case in detail and determined while the debt was not generated by this client, he is in fact responsible for its repayment. Given the complexities of the case and nature of property tax cases in general we did not provide this client a day deadline to have his case resolvedIn fact, our office provides no timeframes to any clients as we are unable to guarantee results while working with third partiesFurthermore, Wall & Associates, Incemployees are trained to handle a variety of tax issues including personal property taxes. Given the work performed on this case our office is unable to offer this client a refundIf you require any further information, please contact our officeThank you for your time and assistance with this matter. Sincerely,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,
*** *** Two years ago, I meet with *** *** one of the tax consultants with Wall & Associates who know calls themselves Tax ConsultantsI meet with him in the Charlotte, NC office and he made me promises of helping me to solve my tax problems within six monthsKeith was very detailed in speaking with me as much as to talk about another case that he was handling with a client who owed the IRS over $90,and he was able to get their case resolved for a little over $12,That particular customer owned a sonic drive thru restaurantI’m saying all of that to say this; I remember the conversation in detailHe lied to me and if Walls and Associates check this information then they will see that it had to come from himWhen I sat down and had the conversation with Keith, we owed he IRS a little over $We paid Walls and Associates well over $the same amount we could have paid to the IRS and been doneBut we ended up paying the IRS plus interest plus Walls & Associates without any reliefI have never in my life been so dissatisfied or lead astray by a companySeveral times I went to upper management with my concerns with the company, the last person I spoke with was Jennifer Reid and she said to me it’s a chance you take when working with third partiesWe have paid Wall & Associates well over $but to know availFinally, we had to hire another tax professional to work everything out for usIt’s only fair that they return the money we paid because they never satisfied, nor gave a serviceDuring the time that they where suppose to be working on our case and keeping the IRS from garnishing our pay checks, all of this took placeWe started paying Walls & Associates in May 24, with a down payment of $06/07/$07/02/$08/06/$09/09/$10/14/$11/29/$and so on and on
I'm just not satisfied and I disagree with a lot of what was said in the emailI kept my end of the deal and we paid a lot of money out of pocketThis company is a scam and something really needs to be done about itI meet with Keith and as stated, he made statements that he couldn't keepWe had our checks garnished , we've had leans placed on our property with no avail from Wall & Associates/ Tax ConsultantsThey would call me during working hours and I can't get off my job to handle business on the clockI asked for them to email me because I wanted a paper trail, I have all my emails as well that I can send when you if neededI contacted SC IRS department because of the garnishment and I told the auditor that Walls & Associates was handling our cases she said to me, I don't know who that isHowever to make a long story short, we set up arrangements with the IRS and I haven't had any problems with them sinceI trusted Walls & Associates to handle this for me but to know availI was told that once we signed with them, the IRS would no longer contact us, that they would handle everythingWell that was a lie as well, they continued to contact us and when they did we always had to fax the necessary paperwork because whenever I would call with knew information, it was always no, I haven't received it, please send me the paper ASAP

Dear ** ***,
We are writing in timely response to the above referenced complaint received on June 9,(copy enclosed)*** * *** *** sought out and hired our services in March for administrative tax representationThe case team rapidly acted on ***
* *** *** case and sent the necessary IRS Power of Attorney Forms for processing
Upon receipt of their case we contacted them to go over the initial case information received and spoke in detail with *** ***He did not have much time to speak with us and asked that we E-mail him our contact informationHe also requested that we speak only with him as his wife was ill and he would like to be the one handling the caseWe tried to schedule a conference call with *** *** to discuss the case after contacting the IRS and he asked that we just attempt to call him the following weekThe Power of Attorney forms were immediately filed with the IRS to notify them of our representationWe also filed the North Carolina Power of Attomey forms on March 26,We then contacted the IRS and were informed that there were no current balances due for Form but that the tax period had a Notice of Deficiency issued in with no adjustments madeThe IRS informed us that the Federal Return remained unfiledPer the initial information we were advised that the and tax period were currently under examination but we were given no contact phone number to reach the agent at
We spoke with *** *** again on April 1, and he advised that we would be calling him for the conference call as his wife would not know the answers to the questions we would be askingWe called *** *** on April 2,in order to hold the conference call with himWe went over his financial statement with in detail in order to work toward resolution of the balances once they postWe sent a letter to him requesting supporting documents for the financial statement that
dayWe also advised him that we would contact the IRS to try and secure copies of the examination reportsWe scheduled another call with him on April7,at4:45pmESTHe again reiterated that he wanted us to only be speaking with him and not his wifeHe asked that we call him at work for the scheduled callWe contacted him on April 7, for the scheduled call and left a message asking him to call us back to reschedule it.
On April 14,we spoke with *** *** about the Notice of Deficiency he received from the IRS for the tax periodWe went over the Notice with him in detail and explained that the IRS is disallowing his charitable donations, medical costs, unreimbursed employee business expenses*** *** advised that he had given all the information that he could provide to *** *** when they initially metWe were able to secure the information from him on April 16, We received a message from *** *** on April 14,and we returned the call and left a messageWe advised *** *** on April 16,that we had received the documents and were looking through them
We received a phone call from *** *** on April 22,and he advised us that he had mailed us a copy of the Notice of DeficiencyWe again went over with him that we needed proof of the charitable donations, medical expenses, and the unreimbursed employee business expenses in order to argue the assessmentWhen we spoke with *** *** again about this on April 29,he advised us that his wife may have to quit her job soon due to the health issues
We went over the Notice of Deficiency once received by us from *** *** on May 1, We determined that the examiner is disallowing medical expenses claimed in the amount of $18,043, charitable donations in the amount of $22,580, and unreimbursed employee expenses in the amount of $5,We called and spoke with *** *** that day about the notice in detailWe explained to him that we have the substantiation that he had previously provided to the examiner but that it is not sufficientWe asked that he send us more proof regarding these expenses so that we may argue the assessment*** *** advised us that the information we had was alt that he could provide to substantiate the claimed expensesWe spoke with him about the needed financial information in order to proceed with resolution of the debt if he cannot substantiate the expenses further to argue the assessmentWe advised him that we would contact the examiner to see if there was anything else that could be done to lower the balanceWe called North Carolina that day to verify that there were no balances on the account
They advised that is the case and that the State Return was showing as unfiled
We received an E-mail from our accounting department that *** *** had concerns regarding his case progress on May ,We called him that day on all phone numbers on file and left messages for a return callWe received a return call from *** *** on May 8, We explained to him that we called and left him messages for a retum call the day before to address his concemsHe stated that he was aggravated that we did not provide the information that he had given *** *** before the Notice of Deficiency was issuedWe explained to him that this information had previously been provided to the examiner by them and she had made adjustments based on thatWe advised him of the tax court deadline and that we can continue to work with the examiner if they can provide additional information to us. We talked with *** ***, the Examiner, that day and she confirmed that the information we had was previously given to her by the taxpayersShe stated that she would be willing to review additional information and stated that *** and *** *** could provide the following; a letter from his employer indicating that he is not reimbursed for mileage and a more detailed mileage log, a letter from *** *** employer stating that she regularly contributes supplies and such to the school as a donation, and any other medical documentation they may have for tax year We spoke with *** *** in detail about the information needed and we asked that he put together a more legible mileage log in order to provide to the examinerHe asked that we send back the information he previously supplied and he would do thisWe sent that to him that same dayWe discussed with him about the charitable contributions and he stated that he failed to keep receipts of the goodwill donationsHe also advised that he didn't keep receipts of clothes that were donated to childrenHe had an intemrption at work and asked that we Email him what we needWe E-mailed him that dayWe spoke with *** *** that day in detail about the case as wellWe explained to her about the audit and the need to provide proof of the expenses claimedShe advised that she had not kept receipts of the items she had donated to the school and will be doing so from now onWe talked with her about getting letter from her school verifying that she regularly donates and we can try an argue an average amount with the auditor*** *** requested that we send her an E-mail whenever we send anything to the IRS or work with the examiner on the case and we agreed to do this for herWe spoke with *** *** and advised her that we would respond to the Notice of Deficiency and send a Freedom of Information Act request the next day in order to secure information from the examinerWe were able to speak with the examiner that day and received information from her regarding the exam so we did not need to respond to the Notice of Deficiency or send a Freedom of Information Act request as previously discussed
We spoke with *** *** again on May 12, in regard to the information we needed to provide to the examinerHe advised that he was working on gathering the information for us and would provide it to us in the near futureWe advised him that the last possible day we could send the information to *** *** was July 8,
We received an E-mail from *** *** on June 2, again stating her dissatisfaction with movement on her case and threatening to contact an attorneyThat day we called *** *** school and did not have a direct extension to get through specifically to her voicemailWe were given options of other employee's voicemail and did not leave a message as this is private informationWe called *** *** on his cell phone and spoke with him immediately afterWe advised him that we had attempted to contact her at the school that day and could not properly get through to herHe advised that he had no more information to send regarding arguing the assessmentHe then stated that he would have his wife call us about her concernsWe responded to *** *** via E-mail to advise her that we attempted to call the school and could not get through to her and asked that she call usWe sent their case through our client services group that day due to the request for a refund and third party threatWe were then advised by our accounting department that the client's case had been placed into a non-working status due to a delinquent payment on June 6,
We also would like to address the specific complaints by *** *** in the Revdex.com Complaint received June 9, Per our conversation with the IRS and Tax Examiner *** *** ***, we were advised that the information *** and *** *** provided previous to our representation was insufficient and created a tax delinquencyWe had requested additional information from the clients in order to properly argue the assessment by *** *** per the wishes of *** and *** ***In May of *** and *** *** eluded to the fact that they had additional information and would be sending itOnce this information would have been received we would have forwarded this to *** *** in order to argue the liabilityUnfortunately, without this information we have little to argue on the liability that the IRS is assessingThe first occasion in which *** *** spoke with *** *** was on May 8th, During that conversation she explained the case in detail to *** *** as we had previously been told not to correspond with her per her husbandShe agreed to send an E-mail to *** *** when work was performed regarding the case and current auditWe again were not able to provide anything to *** *** as it was not provided by the clientsIn no point during that conversation did *** *** advise *** *** that nothing had been done on the caseThe case was actually thoroughly discussed with *** *** in regards to the examination and case progress*** *** did state to *** *** that if they are unable to provide us the necessary documentation proving the expenses claimed on the tax refurn it will be unlikely that the IRS will lower the balance owed through the auditWeekly updates were not discussed as the team knew that they needed information from *** and *** *** to argue the assessment and would not have a detailed update until they provided this informationWhen dealing with taxpayers that owe the IRS or State Department back taxes we do not make it a habit to leave messages or speak with unauthorized individualsThis is the reason no voicemail was left for *** *** at her schoolWe would have left a message for her had it been her personal voicemail, Had the secretary answered the phone and not an automated system we would have left a general message for *** *** to return our callWe did respond to her Email immediately after and spoke with her husbandPlease be aware that per the Notice of Deficiency dated April 9,the deadline to petition tax court is July 8,and we have advised *** *** that we can provide additional information to *** *** prior to that date. Again, to date we have received no additional information from the clients in order to argue this assessment
We have worked very hard on this case for the time we have represented *** *** *** ***Unfortunately, given the fact that we work with the Internal Revenue Service regarding serious tax matter, we cannot provide guarantees to any client that their case will resolve in a specific wayJust as any doctor cannot guarantee cures for any medical ailment
There are many options available to resolve the outstanding balances due the IRS and North Carolina and we request that *** *** *** *** contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with their caseIf any additional information is required, please contact our office directly
If you require any further information, please contact our officeThank you for your time and assistance with this matter
Sincerely,
Wall & Associates
*** * ***
Director of Public Relations

Dear ** ***,We are writing in response to the complaint filed against
our company regarding the fees paid and services rendered to ** *** *** ***Our office has spoken with *** *** and we are able to
report this matter has been successfully closedI have attached a copy of the
agreement between *** *** *** *** and Wall & Associates, Incfor
your review.If you require further information, please contact our
officeThank you for your time and assistance with this matter.Sincerely,Brandon G***