Wall & Associates, Inc.

Dear [redacted]:We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to [redacted]
[redacted].Wall & Associates, INc. would like to report that this
client has been transferred to our Clinent Services Group to better address...

her
concerns. Someone from that department has already reached out to her, spoken
with her, and will be reviewing her case in conjunction with the concerns
mentioned here.Our office anticipates a satisfactory outcome in relation to
this complaint, we encourage her to allow us to review her case and follow up
with her.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.Sincerely,Brandon G[redacted]

To Whom It May Concern, We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in August of 2014 for administrative tax...

representation. Prior to the submission of this complaint to the Revdex.com serving Central Virginia, Mr. [redacted]' s case was being reviewed by our Client Services Group. Notification of 1this complaint was received on January 4 h, 2016 and a subsequent conversatiou ut!lwetm une uf 1our specialists and Mr. [redacted] took place on January 5 \ 2016. In his complaint Mr. [redacted] requests copies of correspondence detailing actions taken on his account. I myself reviewed a prepared case summary, subsequent to the preparation of this response, and can confirm that significant work has taken place on his account and we have heen in contact with all applicable taxing authorities to resolve his balances. I can confirm that a copy of the case summary detailing the actions taken on Mr. [redacted]'s account was forwarded to him ou Jauuary 5th, 2015. I have enclosed a copy with this response in Lhe hupe8 it may reach him sooner. Should he have any questions he need only contact our office. Our office is unsure why the taxing authorities Mr. [redacted] contacted reported that we had not been in contact with them. We can only speculate that Mr. [redacted] was provided with incorrect information by the representatives he spoke with. One of the first acts we take on a case is to file Power of Attorney forms upon receipt and call all parties to review the current status of the account. Subsequent calls and correspondence are periodically made to validate our case information or to provide information necessary in resolving any outstanding liabilities. There simply is not anyway these parties were not contacted. In his complaint Mr. [redacted] requests a refund of $17,200. To date Mr. [redacted] has only paid, Wall & Associates, Inc., $15,400. In good faith tci resolve this complaint, our office has already offered Mr. [redacted] a partial refund to settle any ·concerns he may have had regarding his case. We offered this refund only to resolve this c.Omplaint despite the fact significant work had taken place on his account and we were entitled to the full amount paid. We made this offer only to resolve the complaint and ensure ongoing satisfaction with our services, but Mr. [redacted] subsequently turned down that offer. Should he decide to accept it he need only contact our office and the appropriate arrangements will be made. We encourage Mr. [redacted] to contact us directly with any subsequent questions he may have. Our office wants to ensure that we address all of his concerns and the best way to do this is to simply speak with someone at Wall & Associates, Inc. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
I won't attempt to verify each and every reported contact initiated by them, to me except to say that we were constantly frustrated by the lack of consistent and regular updates, even monthly, as to the service they were providing and progress they were making. I initiated several calls and received rather canned responses, sometimes inconsistent. Almost every one of the first six or eight exchanges only regarded their wish for a "budget" to so they might understand my ability to pay the anticipated large amount due. I signed what seemed to be repetitive or redundant powers of attorney, considering there were, only, the state and the IRS involved.In any case, a key point, here, is their contention that I told them I "believed" I owed $123,533 to the IRS. That is absurd. How could I have any idea what, if any, I might owe to the IRS??? I have been told by my co-trustee for the trust, [redacted], that virtually all the distributions sent to me, each year, were not taxable. A figure similar or identical to that may have been discussed as significant in some other context but nothing to do with any number I thought I might owe in taxes! For that reason, I didn't file returns believing I was under the threshold for having to file. Someone put that figure in my file for a reason and it does not appear honest. Perhaps the salesman was required to indicate an approximate amount the client thought he might owe. Our discussion with Mr. [redacted] revolved around potential causes for an erroneous report from IRS to NC, other possible sources for taxable income, and the awful risks I was facing, in the event I should have a big tax problem, late fees, etc.In any case, if anything, I contended that, when all was straightened out, it should be clear that I'd owe little, if anything with the possible exception, the salesman raised, of the effects of a short sale of a home I still owned in Florida, after having moved to North Carolina. Our discussion mainly focused on how the IRS might have "suspected" I had unreported taxable income of $90,000 and reported that to North Carolina even as I had not heard from the IRS, (and have not, to this day). The collection notices, incidentally, which the salesman said would stop, coming from North Carolina, never did and we received still another, only a few days ago.The agreement we rushed to sign specified a single, upfront payment of $10,000 to be followed by additional monthly sums of $400, starting at the third month and continuing an estimated six to nine months while they slaved to negotiate and resolve my case. Within a couple of months, the accounting firm they referred me to, (not having told me that additional expense was not included in their service), calculated my taxes for the last six years, as advised, determined that my unpaid liability was $27, to the state of North Carolina.After I gave up waiting for a refund offer, at all, with phone calls consistently not being answered and messages no longer being returned, for weeks, I turned to the Revdex.com. The very next day, suddenly I heard from their Customer Service Rep who offered me a totally inadequate figure. She returned, perhaps an hour later, with a much improved but still inadequate figure. I reminded her that, to that date, I still had never received a professional summary of the services they had provided such as I receive from my attorneys, every month. Finally, she returned with a substantial offer and, for some reason, I agreed to accept it. I would have signed their letter, as verbally agreed, if it had not contained the following line, "Although we are contractually entitled to the full amount of the monthly fees earned, we have decided to offer you the aforementioned refund." I had ceased sending still more payments after it was determined that I had no tax problem and their firm was initiating the process to offer me a refund. I heard no effort to collect additional $400 monthly payments. So, on receipt of this confirming letter, I replied that, IF THAT IS THE CASE, I wished to amend my agreement to offer $800, per their description of my contractual obligation. If it is NOT the case, then I will accept the better of the original agreement or my contractual obligation, if better for me. IF this is incorrect, and the contract does not provide me that protection, then I will return to my agreement to accept the $8,800 refund offered to me only days ago, before, they claim, they became aware of my report to the Revdex.com which, in fact, Revdex.com told me was sent to them, electronically, within hours of my making it and days before they claim to have seen it.I am only seeking a fair resolution and not one that has me paying much, if any, exceeding my contractual obligation. On the anticipated occasion of our returning to a fair resolution, I will be happy to do anything I can to be sure future prospective clients of Wall will see that our problem was satisfactorily resolved, quickly and professionally. Indeed, in previous situation, when I heard even the first offer from
Wall, I quickly phoned the Revdex.com asking them to update my file to reflect
that I did receive a quick response, after having filed the complaint,
and trusted we'd come to terms soon. I cannot imagine it would benefit Wall to have a permanent accurate and verified report of a client being forced to pay them well over $10,000 for simple tax representation that turned out to be virtually unneeded. Additionally, I'm aware of the existence of Federal laws, which may apply, regarding the retention of fees for services not provided.
Regards,
[redacted]

WALL & ASSOCIATES, INC.P.O. Box 747 Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114November 11, 2016By E-mail: [redacted]Revdex.com Serving Central Virginia ATTN: [redacted]720 Moorefield Park Dr. Suite 300Richmond, VA 23236RE:  Mr. [redacted]; Revdex.com Case#: [redacted]Dear Ms. [redacted],We are writing in response to the complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. Mr. [redacted] sought out and hired our services in April of 2015 for administrative tax representation.In order to avoid any further communication issues between Mr. [redacted] and our office I will attempt to address his inquiries through this channel.Mr. [redacted] was informed our office does not conduct in a practice commonly referred to as line-item billing and this is the documentation he specifically requested from our·office. Our office charges a set low monthly fee so that our clients can better manage and budget the cost of hiring representation for their tax controversies. Mr. [redacted] was offered a case summary detailing the specific actions and events surrounding his case in lieu of a line-item bill. This was subsequently sent to him on September 28, 2016 (a copy has been enclosed).Mr. [redacted] hired our company to address a specific number of tax issues arising from a number of [redacted] self-filed returns that resulted in a balance in excess of $100,000. Additionally, the [redacted] reported to our office that a number of tax returns remained unfiled as of that date. Our office will allow Mr. [redacted] the opportunity to review the case summary that has been provided for specific details related to these calls.In reviewing his case our office has been unable to discover any omissions in the work we performed up to the date in which his case was placed on a Stop Work status in June of 2015.Subsequently Mr. [redacted] case was closed for nonpayment in late July of 2015. Our office is unable to offer Mr. [redacted] a refund for work we have provided through the date of closure.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely,Wall & Associates, IncBy:  Brandon G[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
[redacted], here is a summary of our conversation via phone. Wall and Associates is making it sound as if they have use many hours in taking on this case for my wife and I. I hardly believe that they had to call the [redacted] twice to see if we were in threat of collections, due to the fact that the letter I received from the [redacted] indicated that we were not in any way in threat of collections from them. As far as the discrepancy in the social security number I am the one who made this clear in the first place. There is no way that they would have to call the [redacted], because all the facts were given to them in detail in the letter that was written to me from the [redacted]!!! I never was made aware of a conference that was supposedly scheduled for March 23, 2017. I know that there is more than one way to get this problem of a $[redacted].** dept taken care of, Wall and Associates is just one of several ways. The other option was to have my 2015 tax return amended and in fact is what I chose to do, thus canceling the service that wall and Associates were hired to do. My wife did in fact file a dispute with our credit card company but they were also deceived by Wall and Associates by the letter that was sent to them from Wall and Associates, we did not receive a credit for their charge.Wall and Associates was paid [redacted].** on a [redacted] credit card, [redacted].** on a [redacted] card and $**.** by personal check. We are not asking for a full refund, only for a portion of it, being the [redacted].** paid on [redacted]. Please remember they were hired to negotiate a tax dept to the [redacted] which in fact they never had to do.In closing, weather we receive a credit or not we would like our complaint to remain on record as to warn other consumers of this companies business practices. Thank You. [redacted]

Dear [redacted],We are writing in response to the recent complaint filed
against our complaint regarding the fees paid and services rendered to **
[redacted]. [redacted] is a durable Power of Attorney handling her father, [redacted], case.Wall & Associates, Inc. has spoken with [redacted] and
provided...

her any additional phone number to another member of the Client
Service’s Group at Wall & Associates, Inc. Per our conversation with her
and upon review, the signed agreement for refund was received on August 18,
2016. It does take our office a few weeks to process refunds. After speaking
with her I confirmed the signed refund agreement was received by our accounting
department and that the refund was the in the process of being mailed to her.I you require any further information, please contact our
office. Thank you for your time and assistance with this matter.

We are writing in response to the follow up response to the
Revdex.com complaint filed against our company regarding the fees paid and services rendered
to [redacted]. [redacted] south out and hired our services in May of 2016 for
administrative tax representation.Our office has reviewed the additional response from this
client and we will provide a full elaborated response at this time. Our office
would like to state that our original timely response to this client’s concerns
was submitted on March 31, 2017.  Due to
the client’s failure to response to the Revdex.com timely this complaint was closed on
April 10, 2017. The client had a further 71 days to prepare an adequate
response and did not see fit to do so until June 21, 2017. Members of Client
Services spoke with this client and addressed her concerns. It was then
requested that she contact the Revdex.com to explain we had worked through her
concerns and this client informed us she would, but failed to do so.In her brief rebuttal date June 21, 2017 this client appears
to confuse the resolution of her tax matter with the resolution of her Revdex.com
complaint. This client’s tax matters remain outstanding at this this time and
our office is currently working through an offer to appeal for this client. That
however does not negate that our office addressed the matters regarding her
concern with the Revdex.com previously. In her original complaint this client brought up concerns
related to some information that she alleges was misplaced. This is inaccurate.
Information was not misplaced. In reviewing documents to submit this client’s
Offer in Compromise a caseworker mistakenly asked for clarification regarding her
vehicle. It is true that this client had provided us this information previously,
but we consider the response garnered from this client to be unwarranted in
comparison to the scope of the actual mistake- if one can consider it that.On the following dates our office attempted to contact or
were able to contact this client via phone: January 13, January 20, February 3,
March 1, March 7, March 22, April 18, April 26, and May 11. Further contacts
were made via e-mail and US mail. Respectfully, we cannot find an instance of
our office failing to return a phone call.Our office is currently attempting to work through an appeal
offer with this client. The repeated Revdex.com inquiries are beginning to take work
away from the actual resolution to this client’s tax matter. Our office
sincerely understands the amount of stress a tax issue can cause, but the
avenue this client is choosing to use to express her frustrations at the
timeframe appear to be unfair to the team who is currently working her case.Our office has provided this client with several contact
numbers to use should she require immediate assistance. We request she utilize
them. We consider this to be our full and final response to this complaint. If you
require any further information, please contact our office. Thank you for your
time and assistance with this matter.Sincerely,Brandon G[redacted]

We are writing in timely response to the
above referenced complaint received on July 20, 2015 (copy [redacted]). Mr. [redacted]
sought out and hired our services in March 2013 for administrative tax
representation. Below you will find a detailed account of the work performed on
Mr. [redacted]’s case. A...

substantial amount of work has been completed on Mr.
[redacted]’s case upon hiring our services for administrative tax resolution for the
Internal Revenue Service (IRS) on March 15, 2013. The case file was established
and a call was made to Mr. [redacted] on March 15, 2013, at which time we discussed
the history of his liability, and requested specific financial documentation in
order to be evaluating possibilities to resolve the tax liability. We
subsequently mailed an introductory letter to Mr. [redacted] which requested
specific financial documentation in order to evaluate his situation and work
towards a resolution of his case. On the same date, we contacted the Internal
Revenue Service and confirmed that there was an outstanding balance of
individual income tax in the amount of $[redacted] for tax year 2011.
Additionally, a conference call was scheduled with Mr. [redacted] for March 29, 2013
to discuss his liability in detail as well as our initial plan to move forward
towards a resolution for his case. On March 21, 2013, we received a call from
[redacted], Mr. [redacted]’s bookkeeper, who asked questions about the letter
received from our office requesting financial information. We informed Ms.
[redacted] that our office required a third party authorization form signed by Mr.
[redacted] in order to speak directly with her about his case. We held a scheduled
call with Mr. [redacted] on March 29, 2013, to review his case in further detail. He
explained that at the time, he was fully supporting his girlfriend and her two
children. He informed us that he had a sole proprietorship which allowed him to
take home just enough money to pay his bills with nothing leftover. Mr. [redacted]
also mentioned a farm that he has which he occasionally made a profit from. Our
office filed a request for a Collection Due Process Hearing with the IRS on
April 4, 2013, in response to a Final Notice of Intent to Levy from the IRS. We
explained this appeal process to the client and how this would help prevent
involuntary collection action on the account. We received the scheduling notice
for this hearing on May 21, 2015, and prepared a financial statement for Mr.
[redacted] based on the information received from him. We spoke with Mr. [redacted] on
this date to clarify some aspects of the financial statement, and requested a
copy of his 2012 Form 1040 tax return, which was subsequently received later in
the day. Our office sent the requested documentation for the Collection Due
Process Hearing to the IRS Settlement Officer on May 22, 2013. The hearing was
held on May 28, 2013 with Settlement Officer Janice Bankston who agreed to
place Mr. [redacted]’s account into Currently Non-Collectible status due to his
inability to currently make payments on the liability. The notice of
determination from this hearing was received in our office on June 25, 2013 and
we discussed this with the client. On July 9, 2013, we explained that it would
be in Mr. [redacted]’s best interest to waive his tax court rights from this Notice
of Determination because the Settlement Officer had granted the appropriate
action on the account and we would ultimately resolve his tax liability through
other administrative programs the IRS offers. On August 16, 2013, we clarified
a few more items regarding Mr. [redacted]’s financial statement and informed him
that we would be proceeding with an Offer in Compromise. During this
conversation, Mr. [redacted] informed us that a previous company, Pinnacle Tax, had
been contacting him about services. We advised that he should call back and
request to revoke their Power of Attorney to ensure it does not conflict with
our representation. Mr. [redacted] indicated he would do so and that he had already
filed a complaint with the Revdex.com against Pinnacle Tax. Mr.
[redacted] also indicated that he was happy with our services, especially with the
amount of written correspondence he was receiving, and that he was able to
sleep at night knowing we were handling his issues well. We informed Mr. [redacted]
that his Offer in Compromise documents were mailed that day and would need to
be returned via regular post with original signatures and the appropriate fees
required for submission. We followed up with Mr. [redacted] on September 13, 2013,
and confirmed that the Offer in Compromise documents were mailed to the correct
address. Mr. [redacted] believed he did receive them but requested a copy be emailed
to him just in case. We obliged and sent them electronically that day. Mr.
[redacted] additionally informed our office that he had recently became married and
that Ms. [redacted] was now Mrs. [redacted]. The signed Offer in Compromise documents
were received in our office on October 30, 2013. We contacted Mrs. [redacted] on
November 15, 2013 to advise her that we did not receive all of the fee required
for the Offer in Compromise. She stated that the bank was canceling the
previous check that was sent and she would have both checks re-issued and sent
to our office. We spoke with Mr. [redacted] on November 19, 2013, regarding a Notice
of Federal Tax Lien that was received. We explained that the IRS typically
files liens when a taxpayer is placed into the Currently Non-Collectible status
and assured him that if his Offer in Compromise is accepted, the lien would be
released. Mr. [redacted] again informed us on this date that he hired a previous
company to help him with his tax issues, but it took them six months to contact
him. He informed our office that he had been very pleased with our services and
that he appreciated how well we communicated with him regarding his matters. On
December 17, 2013, the case team prepared to submit Mr. [redacted]’s Offer in
Compromise to the IRS but noticed that one of the pages was not signed. The
forms were immediately sent back to the client for signature. Mrs. [redacted] called
our office and stated that she would have the form over nighted to our office
upon receipt and signature. The signed form was received in our office on
December 27, 2013 and the Offer in Compromise was submitted to the IRS on
December 30, 2013. Our office contacted the IRS to check on the status of the
Offer in Compromise with the on January 17, 2014. Ms. [redacted] (ID# [redacted])
stated that the Offer had been received, but not yet processed. We notified Mr.
[redacted] of this progress via written correspondence. The case team set up a
conference call with Mr. & Mrs. [redacted] to go over a few aspects of the Offer
that would need some consideration while it was pending review with the IRS. We
held this call on February 26, 2014, and reviewed the equity in Mr. [redacted]’s
pri[redacted] residence. Mrs. [redacted] notified the case team that the recent county
appraisal of the property showed a lower value than the mortgage and she agreed
to send us this documentation to prove to the IRS that there was currently no
equity in the home. On March 18, 2014, Mr. [redacted] called our office very upset.
He was upset that the IRS kept his 2013 tax refund of $4,200 and applied it to
his current liability. He indicated that we should have told him to delay
filing the return until the Offer was completed. We explained that regardless
of the outcome of the Offer, the IRS would keep this refund because of the
balance. We also advised him that theIRS will keep the refund for the year in
which the Offer in Compromise is accepted. We advised that although a taxpayer
must remain compliant with filing tax returns for the next five (5) years, only
the first refund is kept. All other refunds moving forward will be provided
back to the taxpayer as long as no other balances are outstanding on the account.
We further advised that all of this information was contained in the paperwork
that he signed for the Offer in Compromise. Mr. [redacted] proceeded to stress that
he had paid our company almost as much as he owes the IRS and that the initial
sales associate told him his case would be taken care of by December 2013. The
case team encouraged Mr. [redacted] to persist with the Offer process and apologized
for any delay’s he felt had taken place. The case team manager followed up with
Mrs. [redacted] on March 20, 2013 to further discuss his concerns with his case. We
explained that in order to try and get her portion of the refund back, we would
need to file a request for Injured Spouse. We requested a copy of the 2013 Form
1040 and also that Mr. [redacted] apply for a home equity loan to prove to the IRS
that he would not be given this loan and to ensure equity would be factored
into the calculations for the Offer in Compromise. We mailed and emailed the
Injured Spouse form to Mrs. [redacted] for signature. There was no contact with Mr.
or Mrs. [redacted] during the month of April 2014, although an attempt was made on
April 29, 2014. Mr. [redacted]’s case was placed into a stop work status on May 7,
2014 by our accounting department due to a payment discrepancy. We spoke with
Mrs. [redacted] regarding this matter on May 14, 2014. On May 19, 2014, the case
team was notified that Mr. [redacted] filed a complaint with the Virginia State Bar
Association. The complaint stated problems with not receiving return calls from
the case team, paying more than what is owed to the IRS, and protest of the
Injured Spouse form stating that it was a fraudulent matter. The Chief
Operations Officer of Wall & Associates, Inc. spoke with Mr. [redacted] on May
27, 2014. Mr. [redacted] was advised that the Injured Spouse form was a form used
only to indicate that she was entitled to her portion of the refund from the
2013 tax return. Mr. [redacted] was also given fee consideration during this
conversation and would no longer have a monthly payment for the services
rendered. On May 30, 2014, the case team followed up with the IRS regarding the
Offer in Compromise and left a message for [redacted], the
individual on the latest notice received from the IRS. Mr. [redacted]’s account was
also returned to active working status on this date due to the fee
consideration granted. Our office called again on Mr. [redacted]’s Offer in
Compromise on June 3, 2014, and had to leave a message for Ms. [redacted]. Mr.
[redacted] called our office for an update on July 11, 2014. We explained that we
are still in need of a copy of his 2013 return to submit the Injured Spouse
request and that we are still waiting for a response on his Offer. We called
Ms. [redacted] once again on this date and left a third message for a return
call. There was no fax number present on the notice received, therefore the
case team contacted the main Offer Unit in Memphis and obtained it. A fax was
then sent to Ms. [redacted] requesting contact regarding Mr. [redacted]’s Offer in
Compromise. Mr. [redacted]’s 2013 tax return and the Injured Spouse form with
signature were received in our office on July 16, 2014 and the form was sent
for review prior to submitting for processing. Ms. [redacted] of the IRS returned
our call on July 25, 2014, and notified our Power of Attorney that financial
information was needed along with delinquent employment tax returns for Mr.
[redacted]’s business. She set a deadline of August 13, 2014. Upon review of the
administrative tax resolution contract in place with our company and Mr. [redacted],
the case team confirmed that Wall & Associates, Inc. was only contracted to
represent Mr. [redacted] for Form 1040 individual income tax. The case team was
unaware that Mr. [redacted] had liabilities stemming from Form 940 Federal
Unemployment Tax (FUTA) and 941 Federal Quarterly Withholding Tax. We informed
Mr. [redacted] of the required information. Mr. [redacted] asked our office what the
Forms 940 and 941 were for. We explained the nature of these forms and
requested that the missing returns were prepared and provided to our office as
quickly as possible. Mrs. [redacted] informed us on August 7, 2014, that she was
attempting to retrieve the 940 and 941 returns from storage to provide to the
IRS. We advised her again of the deadline of August 13, 2014. We phoned Mrs.
[redacted] again on August 12, 2014, to check on the status of this information and
she stated that she would overnight the package of information on this date.
When the paperwork did not arrive in our office, we phoned the [redacted]’s again on
August 13, 2014. Mrs. [redacted] stated that it would arrive the next day. We called
and left a message for Ms. [redacted] with the IRS and sent a follow up fax
requesting an extension of time to provide the documentation. The information
still did not arrive in our office and we called Mrs. [redacted] again on August 15,
2014. She provided us with the tracking number for the package. The US Post
Office website indicated that it was in El Paso, Texas. We faxed this
information to Ms. [redacted] to show proof that the taxpayers were attempting to
meet the deadline and again requested an extension of time to provide the
documentation. Our office received Mr. [redacted]’s set of information on August 18,
2014. The package of documents contained bank statements, an unemployment
insurance premium and wage report, but neglected to contain Forms 940 and 941.
The case team contacted Mrs. [redacted] to discuss and left a message requesting a
return call. Ms. [redacted] with IRS returned a call to our office on August 20,
2014, notifying us that she was out on medical leave for the prior two weeks.
She did allow for additional time until August 29, 2014 to provide the unfiled
business returns and remaining financial information. We spoke with Mrs. [redacted]
about the urgency of this matter on the same day, and she stated that she did
not know where the returns are because there was a previous bookkeeper for the
company before her. We informed her that if the returns were not prepared and
supplied to Ms. [redacted] by August 29, 2014, that the Offer would likely be
closed. Our office heard nothing from Mr. or Mrs. [redacted] until the case team
contacted them again on August 29, 2014. Mrs. [redacted] stated that the IRS should
be able to pull the information from their internal records and that she should
not have to provide the tax returns. We explained that the IRS has no record of
the tax returns which is why they are needed to be prepared and provided. Mr.
[redacted] took over the phone call and stated that he had been with our company for
two years and if we did not get him a settlement, he would sue our firm. Mr.
[redacted] finally informed us that he would call his CPA about the missing tax
returns. The case team requested another extension from Ms. [redacted] via voice
message and fax. On September 2, 2014, we called the [redacted]s again to check on
the status of the tax returns and left a message for a return call. Our call
was returned on September 4, 2014. Mrs. [redacted] stated that she could not locate
the Forms W-2 for 2011 but that she was still working with the CPA on the
remainder of the unfiled returns. Mrs. [redacted] informed us on September 16, 2014,
that all of the returns were finally prepared and they would be forwarded to
our office. In the interim, our office received a letter from the IRS dated
September 11, 2014, notifying us that Mr. [redacted]’s Offer was transferred to an
office in Little Rock, Arkansas, and that the contact person was now [redacted] (ID#[redacted]). Mrs. [redacted] informed our office on October 9, 2014, that
she received a collection notice from the IRS. We called Mr. [redacted] and left a
message for a return call on this date. With no response, we phoned the Offer
Unit and spoke to Ms. [redacted] (ID# [redacted]) who refused to provide a fax
number for Mr. [redacted]. We called again on November 20, 2014, and were informed
by Mr. [redacted] (ID#[redacted]) that Mr. [redacted]’s Offer was once again transferred
to the Fort Worth, Texas office for review. We called this office at the number
provided and spoke to a receptionist who then told us that Mr. [redacted]’s Offer
was actually in the Nashville office. She provided us with Mr. [redacted] number.
We explained that we had been rerouted too many times and demanded a manager’s
attention. The receptionist provided the number for an Offer Specialist, Mary
[redacted]. The case team called Ms. [redacted] and she was finally able to provide
us with the fax number for Mr. [redacted]. A fax was then sent requesting him to
contact our office regarding Mr. [redacted]’s Offer in Compromise. On December 1,
2014, we called and spoke with Mrs. [redacted] regarding their Offer in Compromise.
We informed her that we had not provided the tax returns to the IRS yet because
we had no communication with Mr. [redacted]. He had still not returned our call to
this date. Given the lack of communication, we phoned the general collections
line to ensure no involuntary levy action would be taken on Mr. [redacted]. We spoke
with [redacted] who informed us that there was no pending Offer
in Compromise on the system, but he did place a 30-day hold on collections in
order to figure out why. We explained the issues to Mr. [redacted] on this date and
informed him that we were sending a request to Taxpayer Advocate Service to
assist with the IRS’s poor handling of this account. The case team received a
call from Heather with the Taxpayer Advocate Service on December 3, 2014. She
stated that the offer was still open and pending review. We were provided with
Mr. [redacted] manager’s contact information. A call was then placed to this
manager, Ms. [redacted], and a message was left. A fax was also sent requesting
contact. On December 5, 2014, we finally received a call from Mr. [redacted]. He
stated that he had been trying to get in touch with our office and had already
been working with Enrolled Agent, [redacted]. We stated that there were
absolutely no notes in our file that [redacted] had held a call with him. He
requested that we mail the unfiled tax returns to him and provided us with an
address. The tax returns were faxed to Mr. [redacted] and also placed in the mail.
We called and left a message forMr. [redacted] on December 8, 2014, to follow-up on
the returns and discuss Mr. [redacted]’s Offer in Compromise. Mr. [redacted] returned
our call almost a month later on January 7, 2015. He stated that Mr. [redacted]’s
Offer was not viable due to equity and that he “is a young man and can turn
things around” financially. Mr. [redacted] also stated that this was a personal
opinion, causing us to consider that he was not following the guidelines of IRS
standards. Mr. [redacted] stated that the noncompliance of the unfiled business
returns played a major role in his decision, but that he would discuss it with
his manager. We spoke with Mrs. [redacted] on January 9, 2015, and provided her with
an update on the account. Mr. [redacted] never returned call to our office to
discuss the Offer, and instead we received a notice on February 11, 2015, that
Mr. [redacted]’s Offer was closed. The letter stated that Mr. [redacted] was not
compliant with filing his quarterly Federal Tax Return for the period ending
September 30, 2014. We called Mrs. [redacted] and she stated that she was still
working on this tax return as well as the one for the 4th quarter of 2014. She
said that she could fax the returns to our office within 72 hours. Per this
conversation, the case team attempted to have the Offer re-opened by filing
another request with the Taxpayer Advocate Office. We did so on February 11,
2015. The 3rd and 4th quarter Form 941 returns for 2014 were received in our
office on February 12, 2015. Taxpayer Advocate Ms. [redacted] called our
office on February 19, 2015 and she explained that she would do her best to
review the account and help us with reopening the Offer in Compromise. On March
2, 2015, Mrs. [redacted] called our office regarding receipt of collection notices
from the IRS for the 941 tax debt for Mr. [redacted]’s business. She stated that she
was not aware that they needed to file returns or file them on time. We
explained that this is a requirement for all businesses, especially those that
are attempting to obtain a settlement with the IRS. Ms. [redacted] with the
Taxpayer Advocate Service gave our office an update on March 25, 2015, stating
that she was still waiting for a response from the IRS about reopening the
offer and that she would follow up with us on April 7, 2015. In order to ensure
compliance, we mailed Mr. [redacted] a letter regarding his Estimated Tax Payment
requirements for the 2015 tax year on April 6, 2015. Our office received a call
from Ms. [redacted] with Taxpayer Advocate on April 8, 2015. She stated that
Mr. [redacted] was in full compliance with the IRS filing requirements and that she
felt there was miscommunication on the account. She stated that she was still
working with the IRS to reopen the Offer. Mrs. [redacted] contacted our office on
May 15, 2015, requesting to schedule a call to review some questions she had
about Mr. [redacted]’s account. We called Mrs. [redacted] on May 18, 2015 at the time she
requested, but had to leave a message. A follow up letter was sent to Mr. [redacted]
advising him of the missed call. Taxpayer Advocate Ms. [redacted] contacted
our office again on June 12, 2015, and indicated that she was now unsure if the
Offer could be re-opened; however, the account was placed into a hardship
status that would remain for the next 12 months. She also stated that if the
Offer did get officially closed, she would help expedite the processing of a new
one. We updated Mrs. [redacted] about this matter on June 15, 2015, and let her know
that we would follow up again once we hear back from Ms. Weatherspoon. Ms.
[redacted] did call us back on June 22, 2015, and notified us that the Offer
remains rejected, but not closed, due to a preliminary analysis that Mr.
[redacted]’s income could pay the liability in full. She told us on this date that
Mr. [redacted] owed individual income (1040) taxes in the amount of $16,408 and
business unemployment (940) andwithholding (941) taxes in the amount of
$56,732. She set a deadline for July 13, 2015, in order to get a new set of
financial information to her to see if in fact Mr. [redacted] would qualify for the
Offer based on a new analysis. We called Mrs. [redacted] on this date and discussed
the matter with her and sent a follow up letter with all requested information
listed. No information was received from Mr. or Mrs. [redacted] by July 13, 2015,
and a follow up call was made to the client in which we left a message for a
return call. We also called Ms. [redacted] to request an extension of time
and left a message for a return call. On July 15, 2015, Mr. [redacted] called our
office and asked us why it was taking so long to work on his case. We explained
that we had requested new financial information from his wife last month in
order to provide Taxpayer Advocate with new analysis and had not received it.
In the worst case scenario, we would have to submit a new Offer through
Taxpayer Advocate and have it expedited. Mr. [redacted] then stated that his CPA
told him he would have to amend his 941 and 1040 returns for 2011 because there
were bookkeeping errors. This is the first time the case team was informed of
possible errors on the tax returns. We advised Mr. [redacted] that we would continue
working the Offer in Compromise, but follow up with him again soon to discuss
possibly amending the returns. Unfortunately, on July 20, 2015, the case team
was notified by management that Mr. [redacted] had filed a complaint with the RevDex.com. As stated in the sum[redacted] above, Mr. [redacted] filed a complaint
with the Virginia State Bar (VSB). Currently, this matter is still open and
pending with the VSB, as a ruling has not been issued on the matter as of this
date. Therefore, we respectfully request that this Revdex.com complaint be
administratively closed, as this prior complaint is still open and pending with
the VSB. We are sorry to hear that Mr. [redacted] is dissatisfied with the services
he received form our office. Mr. [redacted]’s complaint refers to the timeframe of
how long his case will take to be completed and our Associate informed him “it
varied from case to case but normally around a year start to finish.” Our
associate, Mr. [redacted] spoke with Mr. [redacted] on average settlement amounts and
case timeframes so he would know what to expect, but no guarantees were given.
We work to resolve client cases swiftly, but to expect a long standing IRS
problem to be completely fixed and handled within a short timeframe is
unreasonable. Our contract that all clients sign clearly states that guaranteed
results, including a timeframe of when the problem will be fixed, cannot be
promised or provided. Furthermore, Mr. [redacted]’s complaint refers to getting the
“impression Mr. [redacted] was associated with a law firm. Wall & Associates,
Inc. provides administrative tax representation before the taxing authorities,
as we did in Mr. [redacted]’s case beginning in March of 2013. The contract signed
by Mr. [redacted] clearly states that “our services only apply to administrative tax
practice and hearings. The company provides no legal services”. Mr. [redacted] was
well aware of that he hired our company to assist him administratively with the
IRS to resolve his tax matters. Additionally, Mr. [redacted]’s complaint states that
“calls to me wasn't returned until several calls and several weeks to months
went by.” A majority of the communication and correspondence on Mr. [redacted]’s
case was maintained with Mrs. [redacted]. Our office continuously contact Mr. &
Mrs. [redacted] to provide them with updates on Mr. [redacted]’s case, or request information
required for their case to be reviewed and considered by the IRS. We are sorry
to hear that Mr. [redacted] feels as through communication was not maintained, as
our office was in constant contact with Mrs. [redacted]. Mr. [redacted]’s complaint also
refers to the IRS taking the tax refunds. We are unable to stop the IRS form
issuing their Federal Offset Program. The law allows the use of part or all of
your federal tax refund to pay other federal or state debts that you owe. If
you filed a joint tax return, you may be entitled to part or all of the refund
offset. This rule applies if your spouse is solely responsible for the debt. To
request the non-liable spouse’s part of the refund, a request for Injured
Spouse Allocation is filed with the IRS. This is why our office filed an
injured Spouse request with the IRS for the 2013 tax return, for Mrs. [redacted] to
receive her portion of their refund for that specific year. This form can be
requested every year to ensure the non-liable spouse receives their portion of
the refund. We hope this sum[redacted] sheds light on the work that was completed on
Mr. [redacted]’s behalf by our office and the communication and correspondence we
held with Mr. & Mrs. [redacted] and the IRS. Our office worked diligently with
the clients and IRS from March 2013 through the current date in attempts to
have collections placed on hold for their case, compliance with the filing of
all required tax returns and submission of the Offer in Compromise as his
resolution. We understand Mr. [redacted]’s frustrations on this matter and that it
is not easy to rectify matters of taxation such as this with the IRS. We worked
as quickly as possible to resolve this matter. It is our understanding that Mr.
[redacted] would like a full refund of the fees paid to our company for the services
we rendered. Services were provided to Mr. [redacted] and we properly advised him of
the proper steps to take to begin working toward resolving their liability,
assisted him in filing unfiled filed returns and prepared, submitted and
negotiated with the IRS for his Offer in Compromise. Additionally, we also
capped his monthly fees in May of 2014. We would like to move forward with the
resolution of Mr. [redacted]’s case as there is still work to be completed to fully
resolve the tax matters for his personal liabilities and the business
liabilities. We would be glad to discuss his case further and the work that was
performed on his behalf. If we can work out further appropriate fee
arrangements that are acceptable to the Mr. [redacted], we will be glad to move
forward on his case and continue the resolution process. If you require any
further information, please contact our office. Thank you for your time and
assistance with this matter.

Dear Ms. [redacted], We are writing in response to the recent
complaint filed against our company regarding the fees paid and services
rendered to Mr. Mr. and Mrs. [redacted]. Mr. and Mrs. [redacted] sought out and
hired our services in August of 2016 for administrative tax representation. In
reviewing...

this complaint there are a handful of issues our office would like to
address. Compliance with tax obligations is a central component in resolving
any case. In reviewing this case our office would like to state that we would
want nothing more than to see Mr. and Mrs. [redacted] case resolved as soon as
possible. The main reason a final resolution to this case hasn’t been submitted
to the [redacted] is merely because Mr. and Mrs. [redacted] are not ready for a final
resolution to be submitted. Mr. and Mrs. [redacted] do state that our office has
asked for information and that is accurate. The first request was for them to
file some delinquent tax returns that must be filed to resolves their case.
Once their filing obligations were determined we then requested they begin
making estimated tax payments to ensure they would not continue to owe a
balance. The [redacted] will not work with a taxpayer who is continuing to generate
balances or who has unfiled taxes. Along the way we also requested financial
information so that when the aforementioned issues are resolved we can actually
come to a final resolution to their case overall. It is a process. It does not
happen overnight and we don’t state it does. Unfortunately, our office has
reviewed this case, we have taken a look at the work that remains on the
account, and are unable to grant their request to cease billing. We do
apologize that this decision might not be their desired outcome, however; the
team manager assigned to their case will be in contact with them to address any
open issues that might remain in seeing their tax controversy resolved.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.Brandon G[redacted]

RE: [redacted], Revdex.com Case#: [redacted] Dear Ms. [redacted], We are writing in response to the recent complaint filed against our company regarding the  fees paid and services rendered to Mr. and Mrs. [redacted] Mr. and Mrs. [redacted] came to Wall & Associates, Inc. in...

conjunction with  outstanding tax balances related to an [redacted] tax debt comprising several business tax years. Wall  & Associates, Inc. maintains communication requirements that all of our staff are required to  follow. Ms. [redacted] was transferred to our Client Services Group to discuss some ongoing  concerns that she had regarding her case and our department was in the process of reviewing  those concerns when this complaint was filed. At the onset client services personal stated that  they could not function as a substitute for the case team assigned to their account and that at  various times Client Services personnel might be unavailable. The Case Teams assigned to our  client's accounts are the first line of communication in addressing client concerns. The staff of Wall & Associates, Inc. have communicated with numerous personal in  regards to the unique situation that Mr. and Mrs. [redacted] found themselves presented in.  They requested, of our office, that a payment formed under bankruptcy proceedings be modified.  Our office was in the process of fulfilling their request. Our office was in contact with the revenue officer assigned to Mr. and Mrs.  [redacted]'s account, the revenue officer's Manager, the territory manager covering  Tennessee, the [redacted] Automated Collections, [redacted] and eventually the individual who had previously handled the bankruptcy proceedings  which is when this complaint was filed. Supporting documentation is provided as available.  Our staff made it very clear to not default this particular form of [redacted] re-payment plan.  There are serious ramifications for defaulting any type of installment agreement and much more  so in a case like this one. We deeply regret that Mr. and Mrs. [redacted] are not satisfied with the services our office has provided and are currently in communication with them on how to best proceed  forward. If you require any further information, please contact our office. Thank you for your time  and assistance with this matter. Sincerely, Wall & Associates

We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr. [redacted]. He sought out and hired our services in September of 2017 for administrative tax representation. In response our office would like to address any case...

concerns he may have. Our office apologizes for this client's experience; however, our fees are clear. Mr. [redacted] was provided an opportunity to review our administrative tax controversy agreement prior to signing it and did agree to the initial fee for our services. Our office works with our client, as able, with our fees and in some cases in regards to partial refunds. The services that we provide at the start of a case are extensive and this normally means that our office is simply unable to offer a refund for them. In reviewing this account it appears this client requested our office provide them offer documents for the state and ceased services with us in early October of 2017. In reviewing the case file it does not appear that this client asked for a summary of the actions that took place on his account through the date of termination. I have requested the case team who was working with Mr. [redacted] prepare a summary and provide it to him. Such documents usually take around two weeks to complete and will be forwarded to him on completion. In reviewing this case our office will be unable to provide a refund for services we provided through the date of termination. If Mr. [redacted] should have questions or concerns related to the casework undertaken we encourage him to reach out to our office to discuss them.  If you require further information, please contact our office. Thank you for your time and assistance with this matter.  Sincerely, Brandon G[redacted], MBA, EA, CTRS

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.] I am not satisfied with their answers because in the beginning I requested that my wife be represented because her name is along side my name on the tax return. They sent papers to be filled out and signed which we did. They also stated that since I was the primary person on the taxes that she is already represented because it is the same taxes and their representation takes care of the full taxes which would stop the IRS from coming after her. But they only scrambled for the same information they ask for when the IRS had already contacted me at my property and sent information for me to fill out and for my wife to fill out, which I forwarded over to Walls and Associates since they were my power of attorney. I sent them all threatening letters to levy in December but to no avail. I did contact them many times to follow up within the course of the contract.  They never called me to let me know what was going on or if any kind of offer and compromise was going on. The only department that would continuously contact me is the payment department. In May of 2017 my wife contacted them to ask what was going on and if they did anything on her part so she could get her job back and Devon H[redacted] stated that they did not represent her and that she would have to  sign a different contract paying additional fees. There shouldn,t be any additional fees because the taxes are mine but we filed jointly so they are the same taxes.  This company only collect your money for a long time without any resolution being done for your sake.
Regards,
[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
This is an argument is moot point,if this is a tactic in order to test my patience to quitting point Wall and Associates is doing a fine job. I stand my position of rejecting this offer. Wall and Associate may have been in operation for over 30 years but I have been scammed by the organization for the last year and clearly mislead and misrepresented at the high cost of $6000 of my hard earned income. The same week I filed this complaint I took necessary actions to pay my back taxes in full. If Wall and Associates were upfront and honest with me I could have had a better outcome in settling much more favorably. The firm Wall and Associates is good at crafting responses and pretend to be professionals when in fact they are not, this company should not be allowed to operate. I'm sure my voice will not take them down but it is an additional voice that experienced lost and will stand the ground of not accepting additional insult from them. If Wall and Associates believes that I am desperate to accept a 1% then claim later that they have settled with me they have the wrong person.  They are still running commercials and I hope more people will not fall for the scam. I paid $6,000 and I can afford to live without $600 that you are offering. I will maintain my dignity and honor but will not accept your offer. the below notes were times when I was asking and pressing Wall and associates to the job I was paying them to do. Date:8-21-15Candise,Thank you for the response. Per my last conversation with sharee few days ago I informed that my situation has not changed since this form was originally sent out. Earlier this year I went to the IRS seeking resolution and they presented me with the same document and informed me that I was going to disburse any fund remaining in my bank account for as long as I have an unpaid balance. This is the reason why I came to Wall & Associate for solution, your professional help in solving tax matters is an ability I do not have so I am asking once again for your help. Every month that passes since this process began is passing with agony for me. For years the IRS never bothered or threatened prior to me initiating this process, I am certain sooner or later this would need to be addressed. So please let me know what else I could do because I do not have any additional expense not already identified. I have copied Mr. Mike who was my contact to Wall & Associate. Date:9-1-15Sharee,Had to wait for the information request before I could send it to you.Please find supporting document that I am in fact supporting my mother in law and three of wife's sisters, they are part of our household. This is legal document sent the USCIS earlier this year prior to them being granted entry to the US, I am the head of the household and the only working in case that changes input on the 433 Form. Dear all, I am coming to you once again seeking resolution for this case. I have made several attempts in the last year trying to find answers however my efforts have gone in vain up to date. I have been very disturbed by the consumer reviews I read over the weekend about Walls & Associates and can relate very much with some of the comments and concerns expressed by others. I still hold faith that my case would be an exception although there's not been any indication to me that is the case. Attaching the response I received over the weekend for your review and action. Please call me today to inform on path forward.In my email dated back August 2015 and prior dates, I have always made the first contact to you or any contact for that matter. It is if I don't make an effort to reach out to you there is no proactive effort from your office. How is this helpful to me? How could I have any proof that you are in fact representing in my best interest when all I hear is it takes time and that you are working hard? The information you've sent to the IRS is not that complicated, I settled with the IRS in 2007 without any third party involvement. I sincerely thought you would live up to the commercial I saw on TV. How can anyone accept to settle several thousands of $$$ for $100 without substance and hard work? I was shocked to see how little substance was attached with the letter in compromise. From the document it gives the appearance as if I misrepresented the facts. my salary was different because I really work to earn my income so I got a raise when you submitted. there's a timing factor. My in laws that temporarily lived with us last year was not a made up story, I never informed you of that I was asked by you and company to come up with any additional expense I had that's when this came up. Thank you for nothing,
Regards,
[redacted]

We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to ** and [redacted]. They sought out and hired our services in November of 2016 for
administrative tax representation.Our office has attempted to reach this client on both...

May 22
and May 23 to address any concerns he has with the case work regarding his
case. In review it appears that our office was attempting to setup an
installment agreement in response to his request for us to do so. This does not
appear to have been successfully accomplished, but is certainly something we
can do. It appears that at the time of this complaint our office was awaiting a
form 433-D, Installment Agreement to be returned which would accomplish the request
in question. Additionally, on April 21, 2017 our office submitted an IRS request
to abatement specific penalties and interest-on-penalties on the account.We request this client contact us at [redacted] to discuss
his specific concerns. At this time our office is unable to grant a refund but
would be willing to work with [redacted] in order to see a satisfactory
resolution to his case.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.Sincerely,Brandon G[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
I'm still waiting for resolution from Wall and Associates.  To this day no money has been refunded.

December 13, 2016By E-mail: [redacted]Revdex.com Serving Central VirginiaATTN: Ms. [redacted]720 Moorefield Park Dr.Suite 300Richmond, VA 23236RE:  [redacted], Revdex.com Case#: [redacted]To Whom It May Concern,We are writing in response to the recent complaint filed against our company...

regarding the fees paid and services rendered to Mr. [redacted]. Ms. [redacted] sought out and hired our services in  December of 2015 for administrative tax representation.Mr. [redacted] lists three items that he would like for our office to address in regards to his complaint dated December 9, 2016. He further mentions one additional item that we will also address.Mr. [redacted] states that he was promised a live person to handle his case. Mr. [redacted] was provided with a team of competent tax representatives who could handle his case and he has been working with them in regards to his case. Mr. [redacted] has been provided with a live person to handle his case.Mr. [redacted] states that he was promised he would not have to deal with the [redacted] himself. This is accurate. During his time as a client of Wall & Associates, Inc. our office has undertaken all communication with the [redacted] and state of [redacted] in regards to his outstanding tax matters. Our office has assumed the handling of his tax matter.Mr. [redacted] states that he was informed that he would have to pay [redacted] in order to resolve his outstanding tax issues compromising an estimated [redacted]. He goes on to state that he was promised this at a substantially decreased amount and provides a timeline of 3 to 6 months. Wall & Associates, Inc. does get substantial results for our clients. In resolving a tax controversy, via an [redacted] Offer in Compromise, our clients can expect significant savings. Each case is unique and we never guarantee results because we must operate within the confines of established [redacted] and state guidelines. Averages may be provided to our clients, in terms of amounts or time frames, but they are still averages and results cannot be guaranteed. Our office promises to each client to review each tax controversy in light of the current situation and determine an optimum path to resolution that would see their case resolved. Furthermore, our office has reviewed Mr. [redacted] contract between our office and Mr. [redacted] and can find no record of a total fee cap for our representation services.In the final sentence to his complaint Mr. [redacted] mentions that he requested that we provide documentation for what had been done on a weekly basis. Our office received notification that Mr. [redacted] requested a case summary and this is being prepared. Due to the amount of work that goes into a case these can sometimes take a couple of weeks to prepare. In responding to this complaint our office will also forward to Mr. [redacted] appropriate copies of cover letters and documentation covering his case to satisfy any additional inquiries he might have.In closing Mr. [redacted] makes several claims as a desired settlement to his complaint. Our office will not specifically address these as they are not claims, but rather additional concerns he has that are untruthful. Wall & Associates, Inc. stands behind the work we perform and we are always willing to work with our clients in relation to their fees and concerns. Despite the fact that Mr. [redacted] has decided to file an unwarranted complaint against our company we still want to work with him, attempt to address his tax controversy, and see his case successfully solved. We understand that tax matters can be stressful and our office is there to help. Should Mr. [redacted] desire to continue working with our company our office requests that he give us a call so that we can examine his fees and work with him moving forward.If you require any further information, please contact our office. Thank you for your time and assistance with this matter.Sincerely,By:  Brandon G[redacted], Quality Assurance Manager

Dear [redacted],We are writing in response to the recent complaint filed
against our company regarding the fees paid and services rendered to [redacted].
[redacted] sought out and hired our services in April 2013 for administrative tax
representation.Our office has tried to reach [redacted] in regard to...

her
concerns, unfortunately, we have been unable to reach her. Wall &
Associates, Inc. has reviewed her case. It appears in June of 2015 Offer
documents were sent to [redacted] that would hopefully see a final resolution to
her case. Our office does see where those documents were returned
electronically, however a subsequent request was made to have those sent via
the postal service since an actual signature is required. It doesn’t appear
that our office has a record of receiving those documents back. Communication
with [redacted] has admittedly, per sparse. Our office has attempted on a number
of occasions to reach her to request those documents be returned and that has
not be successful.I would like to request [redacted] reached out to our office so
that we may speak with her in regards to her concerns and work out a mutually
beneficial arrangement that would see her case completed in the most expedient
manner possible.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.

RE: Ms. [redacted] Revdex.com Case #: [redacted] Dear Ms. [redacted], We are writing in timely response to the above referenced complaint received on April 11, 2016 (copy enclosed). The complaint as addressed was completed by a Ms. [redacted]. Our office does not represent...

Ms. [redacted] for any tax matters or related controversies in any capacity. Through a review of our records we have determined that this complaint could be in reference to one of our client's residing at the same address. Our office cannot disclose the confidential tax matters involved in this client's case without having at least some form of written correspondence from our client stating that Ms. [redacted] is acting on behalf of our client. Our office is more than willing to discuss the tax matters involved in this case and address all appropriate concerns when such an authorization is received. I have enclosed a copy of our standard third party authorization that will need to be filled out. This can be returned through the Revdex.com response process or can be sent via any method found in the header section of this document. This is necessary in order to protect the confidentiality of our clients. . If you require any further information, please contact our office. Thank you for your time and assistance with this matter. By: Brandon G[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.I 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 that. I was inform that they would call me back Friday 6/10/16 (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 2-3 weeks, it has been 5 weeks since this was told to me. 
Regards,
[redacted]

Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[Provide details of why you are not satisfied with this resolution.]
Regards,
[redacted]
[redacted]Thank you so much for all your help.I was unable to respond directly to the response from Wall so I will respond to you.I want to first begin by stating that I have not contacted Wall in any way since I revoked their services over 3 months. I do not know what they are talking about ......its absolutely a lie.I am agreeable to arbitration but only if it is through Revdex.com. I do not trust the company that Wall works with.I will only be content when I get my hard earned money returned to me.Thanks so much[redacted]