Wall & Associates, Inc.

WALL & ASSOCIATES, INC.P.O. Box 747Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114
By E-mail: [redacted]
Revdex.com Serving Central VirginiaATTN: [redacted]720 Moorefield Park Dr.Suite 300Richmond, VA 23236
RE: Mr. [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. [redacted]. Mr. [redacted] sought out and hired our services in October of 2015 for administrative tax representation.
Our office has attempted to address all of Mr. [redacted] concerns. There is no further information that our office can provide in regards to his case. Our office is committed to working with our client in any manner necessary to see their tax matter resolved successfully. Our office has attempted to waive a number of the fees that Mr. [redacted] agreed to pay in order to address his concerns and see that his tax controversy be resolved in as quickly a manner as possible. Furthermore, our office has agreed to review his fees at the end of such term and make additional modification as necessary. No further forms of consideration can be granted at this time.
In the past Wall & Associates, Inc. has utilized the services of the Revdex.com Arbitration process. We remain open to utilizing that in this case as well should Mr. [redacted] continue to have concerns regarding the fairness of the options we have presented to him. Our office has done what was necessary in order to try and address Mr. [redacted] concerns and believe that we have fairly presented a solution to resolving his concerns.
If you require any further information, please contact our office. Thank you for your time and assistance with this matter.
Sincerely,
Wall & Associates, Inc.
By: 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 gave the representative all my information when I first met with him and contracted with Wall and Associates June 2014. It took them three months to get this information as they continued to charge me. They did not resolve the debt that I owed. Therefore, I would like a full refund of the monies spent.  I hope we can come to an understanding before I contact the Attorney Generals Office and the IG for the IRS and a possibly lawsuit.
Regards,
[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]
Dear [redacted];  This is to inform you that I want my case against Wall & Associates,Inc.  has not been satisfactorily settled.  I want to continue my complaint against this company.  Their enclosed letter described services and or events that did not happen.  I will follow up with my detailed letter.  This email is to meet your 7 day timeframe to respond.  Sincerely  [redacted]

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
The only communication with the county was a recalled conversation as I requested back up for communication with the county. I was notified on March 26th via email because I requested the information. "Enclosed, please find a copy of a letter, recounting the conversation with the county and all the notices that we have on file. If you have any questions please call me at the number below." They did not even talk to anyone at the county till March 22 2018 I have the letter on file. As far as a payment plan for county it was not offered till 3 days ago when I have to call them again because the county sent me another letter stating the money due and they also stated that we had till */11 to dispute the charges. If I am not mistaken that is what Walls & Associate were suppose to do. The county has no records of any dispute. IT wasn't until April 17th that I received any information and that's because I called and or emailed. This is all I go for *K dollars. Walls and Associates did nothing but prolong the process to get more money, which I could have paid the county since it looks like I am going to have to do anyway.

Company apologizes for the delay, stating there was family health issues along with severe weather issues. Mark states he will finish the work.

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]
Wall and Associates have not reached out to me to resolve this matter. My number is still the same. [redacted] and yes they were asking for the same information over and over again. I constantly asked if they were close to resolving the issue and all I got is more requests for more paperwork. All I request is my money back because all I got was wasted time and money and no issues was resolved.I am currently with another lawyer that’s handling my case from a different company.

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 am writing in response to Wall & Associates reply
regarding my dispute of them handling my tax debt as they were hired to doMy
complaint is still as it wasWhen I hired the company it was my understanding
they could assist me in getting my tax debt resolved in a very timely mannerI
paid them the amount they asked me to pay up front and they continued to
collect dollars a month from my account as they "worked" to resolve my
issueI was expecting resolution with the IRS through them within a reasonable
amount of time and was not able to get thatDid they file the necessary
paperwork they stated they did, most likely soDid they file the paper work
with the IRS knowing FULL WELL that I did not qualify for was a tax reduction as
they stated they were going to try to get me ??? ABSOLUTELY they didWall
& Associates are the professionals and although they were very
unprofessional and in my eyes unethical is collecting unnecessary money from
me, they certainly know the IRS laws or they would not have "followed" the
processKnowing the laws I feel they also should have been HONEST with me from
the very beginning and let me know that my income did not allow for me to have
a tax reduction or anything else they filled papers out for and simply go to
making arrangements with the IRS for a payment plan.They did not do this
because this would have cut their profit margin down greatlySince the IRS
decided to take action and put a request in for wage garnishment and a levy on
my home I have worked with the IRS directlyI was able to stop the garnishment
and the levy, not Wall and AssociatesIn fact I am the one who notified Wall
and Associates this was happening not them letting me knowWasn't this what I
was paying them to do to represent me? To find resolution and stop the levy and
garnishment from happening? When I call them and state the garnishment was
requested they said that it was part of the process and they would once again
fill the paperwork out to have it stoppedOnce again, another form another
stall tactic so they could make more money off meMoney that could have been
paid to the IRS over the past two yearsWall and Associates did not in any way
help me come to an agreement on payments with the IRS, they manipulated me and
took advantage of my checking account every month until I put a stop to itI
have done my research since termination of services with this company and I
have discovered they have many complaints the same nature as mineThis tells
me that Wall & Associates make it a practice to be manipulative, and
dishonest and do what is right for them not the clientSo, with that said I
decline their offer of finishing the process with me as I have done that
myselfIronically it took me ONE phone call to the IRS directly stating I had
been working with a company that got me to the point of garnishment and I was
more than willing to make payment arrangements with them which immediately
stopped the garnishment and ONE set of forms to fill out to make the payment
arrangementsThe rep I spoke to was very helpful and sympathetic that I had
been through this nightmare with your company and stated that all too often he
sees things like this happenPerhaps going forward you could advise those
clients that you truly can't help and can only do stall tactics with the intent
of personal financial gain, as this is all you really ever did for meI
believe your company owes me all of my money back because you willfully and
knowingly continued to collect your monthly payment knowing the end results
would not be in my favor but in yoursKnowing that all you were doing was
keeping the IRS at an arms length so you could collect moreKnowing the end
results would be exactly as it was
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]
February 10, 2017Richmond Revdex.comRichmond, Va.RE: Case # [redacted]              Richmond RevDex.com I am writing in opposition to the last response you received
from Walls & Associates in regards to my case. As stated, I hired Walls
& Associates in November of 2015.I have not been in recent communication with Walls because I was aware
that nonpayment would result in non performance on their behalf. My complaint
isn’t based on the fact that I have run out of means to pay Walls. It’s based
on the fact that I have not received tangible results from the money me and my
third party have already paid Walls. I continued to
receive solicitation from Walls through the mail to hire their company for
representation even after I made my first complaint to Revdex.com and after I stopped
payment. Therefore I knew they no longer viewed me as a client and that contact
with them would likely be fruitless in regards to advancing my case. That’s one
of the reasons I wasn’t in touch with them. The other reason stems from what I
find to be exaggerated slow work on their part. I am in a much better place
after getting over my anxiety of dealing with the IRS and working on my own
behalf with the help of a family friend.In response to what Walls refers to as a customer service gesture to
work with me on fees…. The representative that was sent to my home to act on behalf of their
company had a warm tone, a pleasant manner and came across as having much
empathy with my circumstance.  He
presented information that made me and my third party have confidence in the
fact that if we paid $[redacted] down and $[redacted] total, our issue would likely be
resolved in six months.  He further
stated that because I am on a fixed income and none of my information is likely
to change, my chances of a speedier resolution was increased.  My third party and I did not take the
representatives words literally when he stated it would take six months.  We figured it may take a little longer.
However after a year of dealing with Walls and absolutely no advancement but
rather a setback in my case resulting after the first six months, it seemed
obvious we were investing money in a company that was not diligently serving my
cause.The license suspension in my estimation should have been something
Walls knew from speaking with persons on my behalf was 1) a possibility and 2)
an area that could be avoided with proper instruction.In regards to Walls making no guarantees to the time it would take to
complete a case….The “in-person” approach of signing you on to Walls and Associates and
the distant that takes place in working with them over the phone and feeling less
than guided through your [redacted] experience is two different experiences from a
company who I find less than trustworthy. Walls & Associates have toyed
with my emotions and my money in an attempt to forge trust through an
intimidating circumstance they portray themselves as having better expertise in
handling than me.  They lied.  Not legally but operationally. I would want
to warn anyone not to trust the tone of the one on one sign up experience with
the follow up diligence not taken on your part to resolve your tax matter.Lastly…Neither I nor my third party have ever threaten Walls &
Associates. We simply decided not to invest money that was taken out of my
mother’s 401K for a daughter who was on SSDI and give it to a far less than
excellent company who wasn’t producing results. Actions speak louder than words
and saying you are going to work on my behalf and resolve issues that you
haven’t after giving a full year isn’t worth a pound of manure. In fact the
manure would have been better. It would fertilize flowers I could sell to pay
the [redacted], my initial problem before calling Walls.I feel a good reputation outweighs a dollar bill. Walls
& Associates is not someone I would recommend but warn against in resolving
tax matters.Sincerely, [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.]
As of this date, when I call, I ALWAYS get the response "he's not available to take your call right now.  "When I do get responded to, it's ALWAYS an email.
Regards,
[redacted]

Revdex.com Serving Central Virginia ATTN: [redacted] 720 Moorefield Park Dr. Suite 300 Richmond, VA 23236 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 Ms. [redacted]. Ms. [redacted] sought out and hired our services in August of 2013 for administrative tax representation. I have enclosed a copy of a 1prepared case summary that was forwarded to Ms. [redacted] on November 18 h for her reference. Ms. [redacted] lists several issues in her complaint that our office will address. As always, the best way to ascertain the reason for certain actions taken on a case in lieu of others is to merely contact our office. Ms. [redacted] states that she believes our company may be attorneys. To clarify, Wall & Associates, Inc. staff are not attorneys, we do not hold ourselves out to be attorneys. We make this clear to clients at the onset of their case to ensure miscommunication issues do not arise during the case. Our office has worked with Ms. [redacted] for several years in order to obtain a favorable resolution to her tax issues. Our office submitted an offer in compromise on two occasions for Ms. [redacted]. The first offer was submitted in early October of 2014. In November of 2014 our office was informed that Ms. [redacted] was considering filing bankruptcy. Mr. K[redacted], an authorized contact on Ms. [redacted]'s case, was informed that filing bankruptcy would cause any offer to be closed, he stated to our office that he would recommend to Ms. [redacted] that she not file bankruptcy. On February 18, 2015 our office was informed by the offer examiner assigned to Ms. [redacted]'s case that the offer had been closed due to an ongoing bankruptcy. Our office was unable to submit an additional offer until the bankruptcy coding had been removed by the Internal Revenue Service and the bankruptcy had been finalized. Ms. [redacted] informed us the bankruptcy was completed on May 13, 2015. The second offer was submitted to the IRS on July 16, 2015 and was assigned in early October of 2016, but due to billing discrepancies on Ms. [redacted]'s account we were not able to argue the offer for her. Our office is more than willing to work with our valued clients when billing complications occur due to circumstances that arise during their case. Our office was very accommodating in this regard with Ms. [redacted]. Our office has worked very hard to address her ongoing tax liability and bring it to a succt!ssful resolution. Unfortunately, circumstances arose during her case, which were not the fault of Wall & Associates, Inc., that significantly hindered her case. Ms. [redacted] mentions repeated requests fur updated Power of Attorney forms. Our office does request updated Power of Attorney forms when necessary to increase the number of individuals who can actively represent a client on a case. This is standard practice and is purely for the benefit of our clients. Ms. [redacted] mentions speaking with Ms. [redacted] at the IRS. I cannot comment as to the reasoning behind this agent's defamatory statements, but it is important to remember that our office aggressively defends our clients' interests and some agents may have a negative impression of the tax resolution industry or our company. This is unfortunate, but our tremendous record of success stands in stark contrast to Ms. [redacted]'s defamatory statements. Our office cannot authorize the full refund of the fees paid to our company. Our office has not taken advantage of Ms. [redacted] and we have worked to resolve her case in a professional and competent manner. Our office would never delay a case to facilitate collection of a monthly fee. The added administrative burden make this an unreasonable assumption. Our case teams are incentivizecl to hpossible. We have nut defrauded Ms. [redacted] and it is unfortunate that she feels this has been the case. I hope she will review the attached case summary and understand why our office cher a refund. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.By: Brandon G[redacted] Enclosures: As Stated WALL & ASSOCIATES, INC. P.O. Box 1301 Pulaski, VA 24301 Phone: 888-680-3211 Fax:888-678-5091 November 18, 2015 Robin [redacted] 
[redacted] Dear Ms. [redacted]: It is our goal to provide a high level of service to all of our clients while working to bring their tax matters to an ultimate resolution. We work very hard to ensure that we are doing our best in these regards. Below, you will find a summary of the action taken by our company on your case. You sought and obtained administrative tax representation from Wall & Associates, Inc. in connection with outstanding tax matters with the Internal Revenue Service (IRS) and state of Ohio. Your file was established on August 30, 2013, and we began working immediately. We called you tha: day to discuss some initial information regarding your case, introduce the team that would be working with you, and schedule a follow-up call with you for September 12, 2013 so that we could discuss your case in greater detail. We faxed Power of Attorney forms to the Central Authorization File (CAF) Unit of the IRS to notify them of our representation. We then prepared a formal, written request to have your account placed in Currently Not Collectible status, and submitted it to the IRS for processing. We mailed several letters to you that day, including a request for the initial financial information we would need in order to evaluate your case, and updated Power of Attorney forms for both the IRS and state. We attempted to speak with the IRS Practitioner Priority Service that day to discuss your aecount, but were unable to reach an agent directly. We called the IRS Practitioner Priority Service (PPS) on September 4, 2013 and spoke with Mr. [redacted]. He advised us that you had no outstanding balances at that time, and that all required returns had been filed, but that your 2011 return was under review for underreporting, and a balance would be assessed. We then called the state of Ohio and spoke with Stacy. She advised us that you had small balances for tax years 2005, 2007, 2008, and 2009, and that we would need to contact the state Attorney General's office for more information. We called them that day, and were advised that your name and Social Security Number were not on file, and they had no record of your account. We spoke with Ms. Calabreeze with the IRS Automated Collection Service on September 6, 2013, and requested a collections hold on your account. On September 10, 2013, we received updated Power of Attorney forms from you, along with some of the initial financial information we had requested, and saved copies to your file. We mailed a letter to you that day regarding our representation, and returned a call to you. We discussed an email you had sent to us, and also requested paperwork regarding your service-related medical issues, as this could assist us with your case. We received these documents from you that day, and responded to your email to confirm receipt. On September, 12, 2013, we spoke with you for our previously scheduled conference call, and discussed your case in detail. You provided information regarding your current financial and medical situations, including your monthly income and expenses. On October 14, 2013, we called the Ohio Attorney General's office regarding your case, but were unable to speak with a representative, as their office was closed for a holiday. We called the following day, and were informed that they still did not have record of your account on file. On October 25, 2013, we placed a call to you to discuss any recent changes to your financial situation. We explained that we had been in contact with the state, but had not been able to discuss your account, and you stated that you were not aware of any balances you had with the state. We called you on November 27, 2013, and discussed your case. We explained that you would have IRS balances for tax year 2011, but that they had not yet been assessed. You stated that you were working on obtaining disability, and had hired an attorney to assist you wHh this. We then mailed a letter to you to advise you of our recent office address change. We spoke with you on December 13, 2013, and you stated that you were being denied for disability and Social Security income, and that your wounded warrior benefits would likely run out in early 2014. We also discussed several of your monthly expenses, including a USAA loan, and the $400 per month you paid toward your car loan. We used this information to prepare an updated financial statement, and on December 16, 2013, we obtained updated IRS Account Transcripts in order to verify the balances on your account. At that time, your 2011 balances had not yet posted. We received your 2012 federal and state tax returns on December 17, 2013, and saved copies to your file. On December 26, 2013, we mailed a letter to you to update you on the status of your case. On January 2, 2014, we received an email from you containing several IRS notices, which we saved to your file. We called you that day and advised you that these were computer generated notices, which you would continue to receive while you had an outstanding balance. We called the IRS underreporting unit on January 10, 2014, and spoke with Ms. Marcinas. We requested the CP2000 notice for tax year 2011, and received it via fax that day. We mailed a letter to you on January 29, 2014, reminding you of the upcoming deadline to file your 2013 return. We spoke with you on February 18, 2014 regarding your case, and explained that we were following up with the IRS, and waiting for your 2011 balance to post. We mailed a letter to you on February 28, 2014, reminding you to send copies of any IRS notices you received. We requested and received updated IRS Account Transcripts on March 14, 2014, and determined that your 2011 balance had not yet posted. We spoke with you that day, and you stated that you had not yet filed your 2013 return. You stated that you would likely owe a balance, and we asked that you file the return so that we could include the balance in an Offer in Compromise. We mailed a letter to you on March 24, 2014 requesting a copy of your 2013 tax return as soon as it was completed. On April 2, 2014, we received your 2013 federal and state returns, and saved copies to your file. We prepared cover letters, and submitted your original returns to the IRS and state via certified mail on April 8, 2014. We spoke with you on April 24, 2014, and discussed your current financial situation. You explained that your current income source would be ending, and that you had applied for Social Security. We emailed you a copy of the financial statement we had prepared on your behalf on April 25, 2014, and asked that you review it for accuracy, sign, and return it. We spoke with you on April 28, 2014 regarding an error on the financial statement, and corrected our copy with the information you provided. On April 29, 2014, we mailed a letter to you informing you about an ongoing solicitation scam that our office had been made aware of, in which individuals were impersonating the IRS, and calling taxpayers in an attempt to gather personal and financial information from them. We called you on May 16, 2014 regarding your financial statement, as we had not yet n!ceived it, but were unable to reach you and had to leave a voice message. We spoke with you later that day, and you stated that you had sent an email requesting that your Social Security Number be corrected, and a new copy of the form sent to you for signature. We made this correction and sent the updated financial statement to you via email on May 19, 2014. On May 29, 2014, you called us and stated that you had received an IRS notice that they were making changes to your 2011 tax return. We asked that you send a copy of this notice to us so that we could review it, and respond if necessary. We explained that your 2011 tax return had been under review, and that this was likely the letter notifying you that they had assessed the additional balance. On June 6, 2014, we spoke with you regarding this notice, as we had not received it from you. You also advised us that you had an attorney assisting you with your tax matters, and would like us to speak with him. We received an email from you on June 9, 2014 regarding your financial statement, and called you that day to discuss it, but were unable to reach you and had to leave a voice message. You returned our call, and we discussed your financial statement. At that time, you informed us that you would rather have us communicate through your attorney, and we asked for a signed statement allowing us to speak with him in detail regarding your case. We also discussed the Notice of Deficiency process, and the Tax Court rights afforded to you by this notice. We spoke with you again on June 23, 2014, and on June 30, 2014, we mailed a letter to you requesting a signed authorization for us to speak with your attorney. We spoke with you on July 7, 2014 regarding an IRS notice you had received about our Power of Attorney form. We explained that these notices were common, and that we would respond to it. You requested copies of all IRS correspondence, which we agreed to send to you. We inquired about the signed authorization for us to speak with your attorney, and you stated that you had sent it to us via email. We verified that we had not received it, and you re-sent it to us that day. We attempted to call you to confirm receipt, but had to leave a voice message. We placed a call to your attorney, Mr. K[redacted], on July 16, 2014, but were unable to reach him and had to leave a voice message. He returned our call the following day, and we explained the Tax Court waiver, which we had mailed to you the previous day. We asked that he have you sign this and return it, and explained the next steps 'in your case. At his request, we emailed a copy of the tax court waiver to him that day. We received it back from you with signature on July 21, 2014, and saved a copy to your file. We also spoke with you that day, and explained that we would forward it to the appropriate parties, and that we would send copies of all IRS correspondence to you by the end of that week. We prepared this information, and sent it to you on July 23, 2014 via certified mail and email. We spoke with you regarding the correspondence on July 25, 2014, and explained that the majority of our work with the IRS was done via phone. We further discussed the financial review we had performed on your case, as well as the Offer in Compromise process. On August 28, 2014, we attempted to obtain updated IRS Account Transcripts in order to determine whether your 2011 balance had posted, but were unable to do so. We spoke with Mr. K[redacted] that day and explained that we would need updated Power of Attorney forms from you in order to do so. We further explained that after the balance had posted, we could finalize your Offer in Compromise documents and send them to you for signature. We received a call from you the following day, and you requested that we send the Power of Attorney forms to you via email. The forms were sent to you that day. We received the signed Power of Attorney forms from you on September 2, 2014, faxed them to the Central Authorization File (CAF) Unit of the IRS, and saved copies to your file. We called the IRS Automated Collection Service (ACS) on September 15, 2014, and spoke with Mr. Phelps. He advised us that there was an updated balance for the 2013 tax year, and stated that he would fax updated Account Transcripts to us. We spoke with you that day and explained this, and discussed our plans for your case. We called the IRS ACS the following day, as we had not received the updated Account Transcripts, and received them from Ms. W[redacted] that day. We reviewed them, determined that your 2011 balances had not yet posted, and saved copies to your file. On September 19, 2014, we mailed an informational letter to you regarding the IRS federal tax lien process. We called the IRS underreporting unit on September 23, 2014, and spoke with Ms. F[redacted] regarding your account. She stated that your balance sho.uld he . assessed soon, and we explained that we needed this to be expedited so that we could submit an Offer m Compromise. She stated that she would request the CP90 to be issued, and that the assessment should close within a few weeks. We called you that day and explained our conversation with Ms. F[redacted]. We verified the information on your financial statement, and in anticipation of the 2011 balance posling, we prepared Offer in Compromise documents and emailed them to you for review and signature. W e received your signed financial statement on September 25, 2014, and called you the following day to request the signed Offer documents. You stated that you would print the forms and mail them to us the following Monday. On October 1, 2014, we received the signature page of your Offer documents, and saved a copy to your file. We verified on October 6, 2014 that your 2011 balance had posted, and immediately sent your Offer in Compromise documents to the IRS via certified mail. We mailed a copy of the submission letter to you for your records, and called you to inform you that it had been mailed. We received an IRS notice regarding the changes to your 2011 return on October 16, 2014, and saved a copy to your file. On October 31, 2014, we received notification that your Offer in Compromise had been received by the IRS. We called you on November 7, 2014 and explained that your Offer had been received, and was awaiting assignment to an Offer Examiner. We discussed the timeframe for an Offer, and mailed a letter to you that day to advise you that your Offer was in queue. At your request, we called Mr. K[redacted] that day, and explained the Offer process to him. He stated that you were considering filing bankruptcy, and we advised him that doing so would cause your Offer to automatically be rejected. He stated that he would advise you against filing bankruptcy at that time. We received a message from our accounting department on November 21, 2014, asking that you call Mr. K[redacted] to discuss concerns regarding your case. We spoke with him that day, and further discussed the Offer in Compromise process, and the associated timeframes. He stated that you were in a dire financial situation, and we agreed to submit a request for a member of our Client Services Group to contact you and discuss your fees, as the case team did not handle that portion of your case. We called the IRS on November 24, 2014 and spoke with Ms. Banchbag, who verified that your Offer had been received and was still in queue to be assigned to an Offer Examiner. On December 9, 2014, we called the state of Ohio and spoke with Angela regarding your account. She confirmed that you had no outstanding balances, and that all required tax returns had been filed. We also received notification that day from our Client Services Group that your account had been placed in a monitoring status until your IRS Offer was assigned. On February 18, 2015, we received an IRS notice stating that your Offer in Compromise had been closed due to bankruptcy. We spoke with you that day, and you confirmed that you had filed for bankruptcy, which would be closed within the month. You stated that you had spoken with the IRS, and they had advised you to submit a new Offer once your bankruptcy was complete. We explained that speaking with the IRS directly could cause them to revoke our Power of Attorney form, and also confirmed with you that you had not included your tax balances in your bankruptcy filing. We received an email from you regarding this on March 23, 2015, and you requested that we file a new Offer in Compromise. We verified through IRS Account Transcripts that your bankruptcy code had not yet been closed, and called you to discuss this. We explained that we could send a new Offer at that time, but that it might be rejected if we did so before the bankruptcy code had been closed. You ultimately decided that it would be best to wait until this code had been closed before submitting a new Offer. We received an email from you on May 13, 2015, advising us that your bankruptcy was complete, and you were ready to submit a new Offer. We discussed this with our Client Service Group, as your case was still in monitoring status, and were advised that we could submit a new Offer without resuming your monthly billing. We requested and received updated IRS Account Transcripts on May 20, 2015, and confirmed that the bankruptcy code was closed. Per these transcripts, you had not yet filed your 2014 return, but had filed an extension. We spoke with you that day, and you stated that you hac the return finished and would submit it. You confirmed that there were no changes to your financial statement, and.we mailed an updated copy to you that day, along with the updated Offer in Compromise documents. We received these documents from you with signature on June 17, 2015, and submitted them to the IRS that day via certified mail. On July 16, 2015, we received an IRS notice regarding your overpayment being applied to your outstanding balance. A copy of this notice was saved to your file. On October 7, 2015, we received a message from Ms. Brooks with the IRS, and returned her call, but were unable to reach her and had to leave a voice message. We also attempted to call her the next day, but were unable to reach her, and a message was left. We received an IRS notice on October 15, 2015, requesting additional financial documentation, as well as Offer in Compromise fees, in order to review your Offer. We called you that day to discuss this, but had to leave a voice message. We then mailed and emailed a letter to you regarding the information that had been requested. You returned our call later that day, and we spoke with both you and Mr. K[redacted] regarding your Offer. We explained that it had been assigned for review, and that there was a deadline of October 23, 2015 to provide the requested information. We explained that if this deadline was not met, the IRS could close the Offer, and Mr. K[redacted] stated that you would begin working on gathering the information. We attempted to speak with you on October 23, 2015, as we had not yet received any of the information. We were unable to reach either you or Mr. K[redacted], and left messages for you both. We sent a fax to Ms. Brooks that day, requesting additional time to provide this information, and also left several voice messages for her that day. Ms. Brooks returned our call on October 28, 2015, and stated that she would allow us until November 6, 2015 to provide the requested information, as well as the Offer fees. We were notified by our accounting department on November 4, 2015 that your account had been placed in a non-working status, due to a payment discrepancy. We called you on November 6, 2015 to discuss this, as well as the requested information, but were unable to reach you, and had to leave messages for both you and Mr. K[redacted]. We received an email from you on November 9, 2015, regarding your case. We placed a call to you that day, but were unable to reach you and had to leave a voice message. Ultimately, we work hard to resolve our clients' tax liabilities and concerns and take customer satisfaction seriously. We have worked very hard on your case during the time we have represented you, and would like nothing more than to resolve any misunderstanding or miscommunication that h~ taken place. There are still resolution options available for your tax matter, and I request that you contact me directly to discuss moving forward with your case as quickly as possible. We want you to be satisfied with our services, and request that you please contact our office so that we may promptly resume work on your case. Thank you. Stefanie [redacted] Team Manager

To Whom It May Concern:We are writing to response to the recent
follow up rebuttal to the complaint filed against our company regarding the
fees paid and services rendered to [redacted] sought out and hired
our services in December of 2015 for administrative tax representation.This client brings up various concerns
in his additional rebuttals to the complaint first filed with the RevDex.com back in December 05 2016. It has been 63 days since out timely
rebuttal to his original complaint dated December 09, 2016. His rebuttal is a
self-typed letter covering 8 bullets points.The heart of this client’s concerns
appear to the time it has taken to have his case resolved. Our office must help
out clients obtain filing compliance for both their federal and state tax obligations
in order to resolve an account with the taxing authorities. Respectfully, this
client indicated that he as already taken himself through the offer process in
2014. There is but one offer process at the [redacted] and it should have been
reasonable understood, that while the expertise of those involved in this
process would change, the process itself would not. This client is no doubt aware
of the difficulties and challenges involved in submitting an offer and should
no doubt be aware of why a properly submitted offer is better than one that is
not submitted properly. The time is takes the [redacted] to review these is
substantial.In response to this client’s concerns in
relation to his tax controversy agreement with our office. This client agreed
to a set monthly fee until the resolution of his case with no set maximum cap
on those fees. Our services and fees are structured this way for everyone who
goes through the resolution process with our office. Our tax controversy
agreement is very straightforward and easy to understand.The latter part of this client’s
rebuttal is groundless accusations that our company is a fraud. Wall & Associates,
Inc. is not a fraud. We solve tax cases and help our clients who are going
through difficult times.Per the client’s request and to satisfy his
justified inquiry I have attached a case summary that details the actions that
took place on his case. Furthermore, I have had our accounting department mail
him a copy of tax controversy agreement with Wall & Associates, Inc.If you require any further Information,
please contact our office. Thank you for your time nad assistance with this
matter.Sincerely,Brandon G[redacted]

Dear Ms. [redacted], We are writing in response to Mr. [redacted]’s
most recent statements that we received last Friday, September 4, 2015. A copy
is [redacted]. Mr. [redacted]’ wrote that he “gave the representative all my
information when I first met with him and contracted with Wall and Associates
June 2014. It took them three months to get this information as they continued
to charge me.” We are unsure of what information Mr. [redacted] is referring to.
With IRS matters, the IRS requires updated information from taxpayers
constantly when considering resolving a tax debt. This is an IRS method to
overwhelm a taxpayer with work and requests, and to continually ask to verify
asset and income information. Upon receipt of Mr. [redacted]’s case, our office
completed the IRS form with the information he verbally provided to our
consultant. We then sent Mr. [redacted] several letters over the next month’s
requesting the specific financial documentation to support the information
verbally claimed as well as fully complete the necessary IRS form. Our office
completed the proper work on Mr. [redacted]’s case upon receipt. Not having the
complete financial information did not hinder us contacting the IRS and the
State and beginning to work towards resolving the liability. Additionally on
October 1, 2014, we talked to Mr. [redacted] about why we were requesting this
information. We explained the IRS 433-Form that we sent to him and why we
needed it. Mr. [redacted] agreed to sign and date the requested form and mail
back to our office so that we could move forward with his case. We received
this on October 7, 2014. On October 10, 2014 we spoke to Mr. [redacted] in
regards to an update on his case. We discussed his monthly income and expense
further and other details regarding the financial form. Our office worked with
the Delaware Department of Revenue on determining if the assessments made were
still collectible and valid. Upon receiving the notification from the Revenue
Officer in early 2015 that they were, we immediately began preparing for the
submission of an Offer in Compromise to the state to resolve the tax liability
as a whole. It is unfortunate that Mr. [redacted] decided to terminate service
before we had the opportunity to resolve his case with the Delaware Department
of Revenue. There is still work to be completed on Mr. [redacted]’s case. If he
would like for us to complete work on his case, we ask that he contact our
office directly to discuss moving forward. Mr. [redacted] writes several threats
in his latest statements that we take seriously. We also feel that these
threats are being made solely to retrieve money from our office that is not due
to him. Our agreement for services that clients sign includes a cause regarding
disputes and Arbitration Services. This clause states the following: “Any
controversy, dispute, or claim arising out of, or under, or related to this
Agreement will be finally settled by arbitration conducted with, and in
accordance with the Rules of, the [redacted] Group, an independent arbitration
service headquartered in Virginia.” Further more the clause states: “Each of
the Parties to this Agreement intend that this agreement to arbitrate be
irrevocable and the exclusive means of settling all disputes under this
Agreement, whether for money damages or equitable relief. If arbitration is
invoked in accordance with the provisions of this Agreement, the substantially
prevailing party in the arbitration will be entitled to recover from the other
all costs, fees, and expenses pertaining or attributable to such arbitration,
including reasonable attorneys’ fees for those claims on which the
substantially prevailing party prevailed.” We are glad to offer the option for
Arbitration to Mr. [redacted], per our Agreement that he signed. Again, it is an
independent arbitration service with no bias towards Wall & Associates, In.
nor towards any client. We believe this will be a suitable way to resolve this
matter and look forward to proceeding with this process. Upon Mr. [redacted]’s
indication that he agrees to this process, we will notify the [redacted] Group of
our arbitration request. If any additional information is required, please
contact our office directly. Thank you for your time and assistance with this
matter.

[redacted]We are writing in timely response
to the additional comments received for the abovereferenced complaint. Mr. [redacted] additional comments come as a surprise to us as we hadpreviously worked with Mr. [redacted] directly regarding fee consideration and he stated hissatisfaction with our offer. He had
requested to speak to only one caseworker on his teamand we were glad to accommodate
that request. In addition, we had previously capped hismonthly fees, meaning no further
monthly fees would be required for his case. By workingout this agreement with him, we
assumed that all of his concerns were addressed and Mr.[redacted] was acceptable with our company
completing the work with the IRS to resolve his taxliability.We apologize if our previous
response conveyed to Mr. [redacted] that his case wasresolved. As the response
indicated, we are actively working on Mr. [redacted] resolution andcomplying with all IRS deadlines
given as we are currently in the negotiation stages for theresolution of his tax liability. We
understand the frustration Mr. [redacted] is having with theprocessing of his case and the
timeframe. We are doing all things necessary in order toexpeditiously resolve Mr. [redacted]’s
matter and will continue to negotiate with the IRS toresolve the tax liability. Our
previous response indicated to Mr. [redacted] that the Offer in Compromise was stillopen and pending with the IRS, and
that the IRS had set a deadline of March 30, 2015 toprovide additional documentation
for the continued review and consideration of theOffer. As of April 16, 2015, the
IRS Offer in Compromise is now closed. During aconversation with Mr. [redacted] on
February 24, 2015, he expressed that he did not want topursue the IRS Offer in Compromise,
as he did not want his 2014 tax refund to be taken andapplied to his tax debt. Per Mr.
[redacted] request, we did not comply with the IRS deadline ofMarch 30, 2015, therefore, the
Offer was closed.Furthermore, we also advised Mr.
[redacted] that we were also working to have the debtremoved totally through an
insolvency process with IRS. We submitted IRS Form 982Reduction of Tax Attributes Due to
Discharge of Indebtedness for tax year 2011 to the IRS.As of April 16, 2015, the IRS
underreporting unit has received the form and is currentlyreviewing our request. Our office
is continuing to follow up regarding the processing andacceptance of this form.In regards to Mr. [redacted] comments
regarding the 2014 Extension filed by our office.Mr. [redacted] notified our office on
March 12, 2015 that he was not going to complete the 20141040 return until his case is
resolved. We notified him that in order to stay in compliancewith IRS filing requirements, an
extension would need to be filed. Our office then had anextension filed for the 2014 1040
on Mr. [redacted] behalf through [redacted]. Webelieved this to be necessary to
his case, and it does not hamper his filing of the return inanyway in the future. It only
grants him a 6 month extension to file that tax return withoutincurring late filing penalties.We will be glad to discuss options
for Mr. [redacted] case that he feels is best for him.We would like to continue the work
on his tax matter that we began so that we can close theissue for him. In conjunction, we
are willing to also discuss a possible refund to Mr. [redacted](while still continuing work on his
case) so that we can resolve this matter. It would befaster and easier to work out a
refund directly with Mr. [redacted] if he would like to call ouroffice in order to do so. Also, if
he does not wish for our office to continue any work at allon his case, we will abide by that
request as well. We hope to rectify this matter with Mr.[redacted] and resolve his concerns.If you require any further
information, please contact our office. Thank you for yourtime and assistance with this matter.

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 paid Wall & Associates 4000.00 on 3/2015 no action was taken until 12/2015 I paid 350.00 monthly with no resolution to my [redacted] issues, I continued to pay 350.00 monthly until  ran out of funds with no  resolution to my [redacted] issues. I was taken advantage by this firm another Attorney contacted me it takes 30 t0 60 days to resolve [redacted] issues Wall & Associates did not stand up to their part of the agreement, I was taken advantage of by this firm they do not deliver the promises they make. I was laid off from [redacted] in 2/2015 tis was one problem I wanted to resolve with no results form this firm, I am due a refund because of negligence on tier part.Company like Wall & Associates need is unfair their customers .Thank You![redacted]
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.]
I'll need more time to respond in letter form due to my heavy work load.  Can someone from the Revdex.com call me to explain how I can get an extension for response? I'll need to extensively research my files to accurately compile the letter. 
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.
I was never informed that they do not conduct "line-item billing", in fact Mr. G[redacted] told me he would require 2 weeks to get together a summary of what were billable hours to determine the amount of a refund of the $6,000 paid.  
In addition, I would now like to file a complaint due to Mr. G[redacted] violation of attorney client privileged and mentioning case particulars which are irrelevant to the matter at hand. 
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.
I would like a refund of $4,000.00.  Wall & Associates have done nothing but take our money and done nothing to help with our situation with the [redacted]. They told us from day one not to pay the [redacted] any more money on our installment plan.  Now we are in default and all the interest and penalties are added back and we are going to be out even more money and the [redacted] is getting ready to put a levy on our accounts. I could have made several payment to the [redacted] if Wall & Associates had not taken our money.
Regards,
[redacted]

Dear
[redacted],
We
are writing in timely response to the above referenced complaint received on
October
10,
2014 (copy [redacted]). [redacted] sought out and hired our services in June 2012
for
administrative
tax...

representation. The case team rapidly acted on [redacted]’s case upon hiring
our
services for administrative tax resolution for the [redacted] on June 21, 2012. We
have worked very
hard
on the case since beginning work.
[redacted] hired our office on June 21, 2012. Upon receipt of his case, we attempted
to
contact
[redacted] to go over the initial case information received and left a voice
message
requesting
a return telephone call. We filed Power of Attorney forms that day with the
[redacted]. We
immediately
prepared and sent additional Power of Attorney forms to [redacted] for his
signature
along
with an initial letter. [redacted] returned our call the same day and we went
over the initial
information
needed for his case. We scheduled a conference call for July 10, 2012. We
subsequently
contacted the [redacted] on [redacted]’s behalf on the next day to get the balances on
his
account
and were informed that he owed $34,363 for years 2005, 2006, 2007, 2008, 2009,
2010,
2011,
and 2012. We also ordered account transcripts on that day to verify that this
information
was
correct. We obtained a 30 day hold on [redacted]’s account as well on that day
to prevent any
collection
action by the [redacted]. On June 25, 2012, we mailed a letter to [redacted] requesting
financial
information and also mailed a letter to the [redacted] to request his account be placed
into a
non-collectible
status. On the next day, we prepared and mailed [redacted] a [redacted]
Power
of Attorney forms. We spoke to [redacted] on June 27, 2012 to discuss questions
about
the
Power of Attorney forms in detail. [redacted] stated he would be getting all the
information
we
needed and forwarding it to our office. We spoke with [redacted] again on June
29, 2012 and
discussed
his case in detail. On July 9, 2012, we prepared a form 433-A from the initial
information that was provided
to
us by [redacted]. We called [redacted] the next day for his conference call at
the scheduled
time
and he requested that we reschedule it to 4:00 P.M. We called him at the
rescheduled time
and
went over his financial information to verify it was correct. We discussed the
Offer in
Compromise
program and explained the process and what are ultimate goals were for him to
work
towards
resolving his liability. We called the [redacted] on July 11, 2012 to obtain a skip
payment for
the
Installment Agreement previously set up by [redacted] before hiring our
services. We were
informed
that the Installment Agreement had defaulted due to the 2011 1040 balance and
that a
hold
had been placed on the account until July 27, 2012. We called the state of
[redacted] on
August
10, 2012 and found out that [redacted] had current liability of $1,059 owed for
tax years
2008
and 2011. We then called [redacted] after to inform him of the balance on the
account with
[redacted] but unfortunately had to leave a message. [redacted] called us on
August 27, 2014
and
we discussed his balance with the state in detail.
On
September 4, 2012, we spoke to [redacted] in detail about his case and provided
him
with
a case status update. We spoke with [redacted] again on October 12, 2012 and we
informed
him
that we were sending out a copy of the form 433A Collection Information
statement for his
review.
We sent the form on that same day and requested that he forward the form back
to our
office
signed with any changes noted. We contacted the state of [redacted] on
October 29,
2012,
to discuss possible resolutions for his liability and we were informed that
there was not a
Power
of Attorney recorded on file. We immediately faxed that information to Courtney
at the
Department
of Revenue and spoke with her in detail about [redacted]’s case. We were
informed
that
the previous Installment Agreement [redacted] had entered into had defaulted. We
further
discussed
with the agent the potential of Penalty Abatement as well as other potential
ways to
resolve
the liabilities.
We
spoke to [redacted] again on November 5, 2012 after he received a Final Notice
of
collection
action from the [redacted]. We explained what that notice was and also let him know
that we
would
be filing an appeal for a Collection Due Process Hearing. We filed that appeal
on November
16,
2012 and forwarded to the [redacted] on [redacted]’s behalf. We called [redacted] on
December
6,
2012 to follow up with him and let him know that we did file an appeal and what
to expect next
from
the [redacted] Appeals Office; unfortunately, we had to leave a message that day, but
[redacted]
returned
our call the following day and we discussed this information in detail.
We
received the letter scheduling the Collection Due Process Hearing on January 8,
2013
and
mailed a request for the information required for the hearing to [redacted]. We
called [redacted]
and discussed the upcoming hearing and the documentation that the Settlement
Officer was
requesting.
We spoke with [redacted] again on January 23, 2013 regarding the documentation
required
for the upcoming appeals hearing. After not receiving the information from [redacted]
on
January 24, 2014, for the upcoming Collection Due Process Hearing we called him
again to
follow
up. We spoke with him and he told us that he was still gathering the
information. On
January
25, 2014, the deadline to submit the required documentation, we still had not
received the
requested
information from [redacted]. We contacted the Settlement Officer with the [redacted] to
request
an extension to allow for additional time to provide the requested
documentation, a
message
was left and we also sent a fax. We then followed up with [redacted] and he said
that he
mailed
the documentation to our office that same day. We finally received the
information on
January
31, 2013 and forwarded this information to the [redacted] Settlement Officer. On
January 31,
2013,
we held the hearing at the scheduled time. During that hearing the [redacted]
requested that we
provide
additional information to verify the information listed on the Form 433-A and a
deadline of February 14, 2013 was given to provide the further information. We
immediately called [redacted]
after the hearing to give him details of what happened in the hearing and sent
a follow-up
letter
detailing the information needed. The documentation was received form [redacted]
on
February
8, 2013 and we immediately faxed that information over to the settlement
officer for
review
and consideration.
On
March 22, 2013, we spoke to [redacted] about his case in detail. We received
updated
financial
information from the client on March 25, 2013 and saved it to his file. On
March 27,
2013,
[redacted] called to inform us that he was going to be forwarding a copy of his
2012 Form
1040
return to us for our records. We received that information on March 29, 2013
along with a
copy
of the client’s retirement statement. On April 9, 2013, we discussed with [redacted] his tax
withholdings
as well as discussed his case in detail. On May 24, 2013, we attempted to
contact
[redacted] to discuss his case in detail and verify information on the form 433-A,
but were unable
to
reach him. On May 29, 2013, we called the [redacted] and spoke with Ms. Fitzgerald. We
ordered
account
transcripts to verify [redacted]’s updated account balances. On June 14, 2013,
we
contacted
[redacted] and discussed his case status in detail and let him know that we
would be
forwarding
an updated Power of Attorney for his signature to update our authorization with
the
taxing
authorities.
We
spoke with [redacted] again on July 8, 2013 and he informed us that he had not
received
the Power of Attorney form. We informed him that we would send that to him that
day
and
we did so. We received it signed from [redacted] on July 18, 2013 and
immediately filed it
with
the [redacted]. We additionally received a copy of a Notice of Social Security levy on
behalf of
[redacted] and filed an appeal on August 2, 2013. We spoke with [redacted] about the
notices
on
August 5, 2013 and let him know that an appeal hearing had been requested on
his behalf. We
contacted
[redacted] again on September 26, 2013 to provide him with a status update on
his case
but
had to leave a message. We attempted to call him again on October 25, 2013 to
request updated
financials
and provide him with a case update; unfortunately, a message was again left
requesting
a
returned call. [redacted] returned our call later that day. We provided him with
a case status
update
and we requested updated financial information to update the Form 433-A, and
determine
a
resolution program. On November 11, 2013, we addressed [redacted]’s concerns
regarding the
length
of his case. We received that client’s updated financials on November 19, 2013.
On
November
25, 2013, we prepared a new 433 A Collection Information Statement from the
changes
and
documentation [redacted] had provided and mailed it to him for review and
signature. We
attempted
to contact [redacted] on December 3, 2013 to inquire about the 433-A Collection
Information
Statement and provide him with an update; however; a message was left. On
December
11, 2013, we spoke with [redacted] and he informed us that his Social Security
was
levied.
We called the [redacted] immediately and were able to successfully negotiate for a
full release
of
the levy. We also reviewed his 433-A financial statement that day and called
[redacted] to
discuss
it but, were unable to reach him. [redacted] called us back on December 20, 2013
and we
scheduled
a conference call with him to discuss his financial information.
We
contacted [redacted] on January 2, 2014 for the scheduled call and discussed his
financial
information, and planning strategies for a resolution to be submitted. We then
E-mailed
the
form 433-A Collection Information Statement for Individuals to him for his
review and
signature.
On January 27, 2014, we received a notice of lien filing form the [redacted] for [redacted] 
liability.
We spoke with [redacted] that day and explained the notice to him and that we
would
file
an appeal on the lien. We filed the appeal for a Collection Due Process Hearing
on January
31,
2014 and forwarded it to the [redacted]. We followed up with [redacted] again on
February 3, 2014 to remind him of the Collection Due Process Hearing and
discussed his case in detail. We prepared
a
follow up letter to him that day highlighting what we discussed and our case
plan through the
appeal
hearing. We finally received the a letter from the [redacted] on March 28, 2014
regarding the
Collection
Due Process Hearing scheduled for April 17, 2014. We called [redacted] to inform
him
of the scheduled hearing date and let him know what information was being
requested;
unfortunately,
a voice mail had to be left. On April 2, 2014, we mailed [redacted] a letter
reminding
him of the information that was being requested for the Collection Due Process
Hearing.
We
spoke with the Settlement Office on April 3, 2014 and rescheduled the hearing
for 11:30 am
on
April 17, 2014. We also faxed a request to the Settlement Officer requesting an
extension of
time
to provide the requested documentation for the upcoming hearing. We spoke with
[redacted]
on
April 8, 2014 and notified him of the upcoming hearing and the information
needed to provide
to
the Settlement Officer. We held the scheduled hearing on April 17, 2014 at with
the [redacted].
During
that hearing, the [redacted] requested more time to review the case for Currently
Non-Collectible
Status
due to his current financial situation. It was later determined by the
Settlement Officer that
it
was not in the [redacted]’s best interest to place [redacted]’s liabilities into that
status. We
immediately
called [redacted] on the day of the hearing to discuss the hearing outcome but
had
to
leave a message. We again attempted to contact [redacted] again on May 23, 2014
but had to
leave
another message. We were finally able to speak with [redacted] on June 4, 2014
and went
over
the financial statement. He informed us that he was currently working part-time
as well as
receives
two pensions and social security. We were only aware of the Social Security
income but
documented
this in our files. We sent [redacted] a letter requesting verification of the
pension
income.
On July 30, 2014, we were able to update all of [redacted]’s current financial
information
from
the documentation he provided and mailed the Form 433-A to him for review and
signature.
We
spoke with [redacted] on August 15, 2014 and discussed his case in detail. We
spoke
with
him again on August 22, 2014 and he informed us that his daughter would be
moving in with
him
and that he may possibly lose his job. We discussed with [redacted] how this
could affect
resolution
of his case with the [redacted] let us know that he would contact us when
these
changes
occur. We mailed him a follow up letter that day as well. We followed up with
[redacted]
by phone on September 12, 2014 to follow up. [redacted] informed us that nothing
had
changed
but he would contact us if changes took place. [redacted] contacted our office
on
September
17, 2014, asking us to review a recent letter received, he faxed it to us and
after review
determined
that it was a letter form a competitor National Tax Experts. We informed [redacted] [redacted]
through
it may look like a letter from the [redacted], it is a solicitation for their
services. On October 1,
2014,
[redacted] called us and informed us that he had a levy on his bank account. We
informed
him
that we would determine which taxing authority issues the levy and work on
getting it released.
Then
on October 7, 2014 [redacted] called in requesting to terminate services. We
immediately
forwarded
him to our Client Services Group to further discuss his intent to terminate
services and
to
have any other concerns addressed.
[redacted] complaint states that [redacted] was not aware of our
representation.
Wall
and Associates, Inc. worked with different SC Department of Revenue employees
over the
term
of the agreement. Furthermore, employees working on the case coordinated with
the
Department
of Revenue about the extent of the taxes claimed due, and discussed possible
resolutions
with the agent. The authorized representatives on the [redacted] Forms 2848 and 8821
and
SC
2848 are the individuals who are working on the case as they are eligible to
practice before the
[redacted].
Therefore asking about the business name would not provide the detailed
documentation of
the
correspondences made between those individuals the State and the
[redacted].Unfortunately, [redacted]’s case was prolonged by not returning our phone
calls or written
correspondence
to him. With sparse communication form [redacted], we held off collections with
the
[redacted]. We were unable to evaluate his financial situation and begin planning for
a case resolution
until
we had the financial information required to plan for a resolution of the tax
liability.
We
would like to move forward with the resolution of [redacted]’s case as there is
still
work
to be completed to resolve his tax matters. We would be glad to discuss his
case further and
the
work that was performed on his behalf.
If
you require any further information, please contact our office. Thank you for
your time
and assistance with this matter.

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]. [redacted] sought out and hired our services in March of 2017 for
administrative tax representation.Wall & Associates stands ready...

to work with our clients to
ensure that our office is able to properly address their concerns. However, we
would also like to state that our office stands ready to defend work we
perform.[redacted] signed a mutually binding contractual
arrangement for our office to represent them before the [redacted].
The amount they paid for services is less than the amount that they
contractually agreed to pay for us to begin representation services. As a
customer service gesture, to protect them from aggressive collections action,
our office assigned a team of competent tax resolution specialists, to address
their ongoing tax matters, before they had full paid our required initial fee.Subsequently, [redacted] terminated services requesting
a refund and in so doing filed a chargeback. Our office will not grant a refund
for services currently under chargeback, especially when we have earned the
fees under review. Our office responded to the chargeback and in so doing
appear to have satisfied their credit card processor that we were in the right.Our office within the span of a few days contacted the [redacted]
[redacted] twice, confirmed [redacted] were not currently under threat of collection,
ordered appropriate transcripts related to the account, confirmed the balance
was accurate by reviewing the [redacted] generated [redacted] notice in conjunction with their
filed return and ordered transcripts, and established the optimum resolution
path in regards to the account. Our office informed [redacted] that filing
an amended return may help reduced the balance and in conjunction with an
abatement should reduce the balance to a more manageable level. [redacted]
subsequently took this advice and ended services with Wall & Associates.
Our office conducts an immense amount of work in the beginning phases of a case
and cannot grant refunds without due cause.Respectfully, [redacted] are not entitled to a refund for
work we have fairly provided. In trying to discuss the issue with [redacted]
[redacted] they threatened various third party entities, the Revdex.com
included. Their threats did not factor into a decision we felt was fair in
regards to their refund request. Out office did offer [redacted] a case summary in
response to his specific concerns. Our office was unable to establish if this
was something [redacted] wanted during our conversation with him. We have provided
it here for him and a copy has been mailed to their address of record.As always, our office works with client on a continual basis
to address case concerns or provide monetary relieve with our fees when we are
able. We find it highly unlikely that any other company in our industry works
with clients as much as we do in response to concerns or fee issues. We will
not grant refunds for work we have performed.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 response to the recent complaint filed
against our company regarding the fees paid and services rendered to [redacted] sought out and hired our services in October of 2015 for
administrative tax representations.In reviewing the concerns that this client...

specifically
lists our office would like to provide an appropriate rebuttal that clarifies
our position regarding the matters surrounding his case. This client brings up
concerns related to a scheduled hearing that occurred in the f[redacted]t part of this
case. As our office has explained to this client our office did contact the
appropriate personal to hold the hearing with the [redacted]. They failed to answer
the phone or return our call so that the hearing could be appropriately held. A
day prior to the hearing our office prepared and forwarded a number of
documents supporting this client’s position related to Federal Tax audits for
2013 and 2014. Fax confirmations are enclosed in this response for this client’s
records.This client states that he was not afforded an opportunity
to speak with his case manager. This is not accurate as on several occasions
this client was in communication with the team manager assigned to his case.
Team Managers of Wall & Associates, Inc. are available to speak with
clients upon request, routinely communicate with clients to ensure adequate
quality of service, and to simply work cases towards a successful resolution.
This opportunity was afforded to this client and subsequently he took advantage
of it.Wall & Associates, Inc. does employ a team environment
to resolve cases. During this clients’ time with our company his case team
remained fairly consistent. Additionally, this client did not bring up these
concerns to the team manager, during one of their several conversations, to
address this issue. A single contact point could have been provided upon
request. His concerns related to caseworker competency also do not appear to
have been mentioned to the team manager during one of their calls.This client is aware of the fact that he was provided consistent
communication on his case and this concern does not appear to have been mentioned
to anyone working his case until we were notified via receipt of this
complaint. Our office on several occasions explained the difficulty in
resolving his case via the offer method. Our team presented additional options
that could have successfully resolved his case sooner, but this client did
request to continue on with our services so that his preferred method of resolution
could be attempted. Our office is response was working with this client to put
him in a position where an offer could be accepted.Our office is unable to grant refunds to cases where our
personnel took all appropriate actions in resolving a tax controversy. We stand
behind the work we perform. In response to the concerns presented by this
client our office did offer to provide this client a summary of the work that
was performed on his case. This client turning down our offer.If you require any further information, please contact our
office. Thank you for your time and assistance with this matter.Sincerely,Brandon G[redacted]