Wall & Associates

We are writing in timely response to the above referenced complaint received on July 20, (copy [redacted] )Mr [redacted] sought out and hired our services in March for administrative tax representationBelow you will find a detailed account of the work performed on Mr***’s caseA substantial amount of work has been completed on Mr ***’s case upon hiring our services for administrative tax resolution for the Internal Revenue Service (IRS) on March 15, 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 liabilityWe 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 caseOn 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 Additionally, a conference call was scheduled with Mr [redacted] for March 29, to discuss his liability in detail as well as our initial plan to move forward towards a resolution for his caseOn March 21, 2013, we received a call from [redacted] , Mr***’s bookkeeper, who asked questions about the letter received from our office requesting financial informationWe 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 caseWe held a scheduled call with Mr [redacted] on March 29, 2013, to review his case in further detailHe explained that at the time, he was fully supporting his girlfriend and her two childrenHe informed us that he had a sole proprietorship which allowed him to take home just enough money to pay his bills with nothing leftoverMr [redacted] also mentioned a farm that he has which he occasionally made a profit fromOur 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 IRSWe explained this appeal process to the client and how this would help prevent involuntary collection action on the accountWe 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 himWe spoke with Mr [redacted] on this date to clarify some aspects of the financial statement, and requested a copy of his Form tax return, which was subsequently received later in the dayOur office sent the requested documentation for the Collection Due Process Hearing to the IRS Settlement Officer on May 22, The hearing was held on May 28, with Settlement Officer Janice Bankston who agreed to place Mr***’s account into Currently Non-Collectible status due to his inability to currently make payments on the liabilityThe notice of determination from this hearing was received in our office on June 25, and we discussed this with the clientOn July 9, 2013, we explained that it would be in Mr***’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 offersOn August 16, 2013, we clarified a few more items regarding Mr***’s financial statement and informed him that we would be proceeding with an Offer in CompromiseDuring this conversation, Mr [redacted] informed us that a previous company, Pinnacle Tax, had been contacting him about servicesWe advised that he should call back and request to revoke their Power of Attorney to ensure it does not conflict with our representationMr [redacted] indicated he would do so and that he had already filed a complaint with the Revdex.com against Pinnacle TaxMr [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 wellWe 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 submissionWe followed up with Mr [redacted] on September 13, 2013, and confirmed that the Offer in Compromise documents were mailed to the correct addressMr [redacted] believed he did receive them but requested a copy be emailed to him just in caseWe obliged and sent them electronically that dayMr [redacted] additionally informed our office that he had recently became married and that Ms [redacted] was now Mrs***The signed Offer in Compromise documents were received in our office on October 30, We contacted Mrs [redacted] on November 15, to advise her that we did not receive all of the fee required for the Offer in CompromiseShe stated that the bank was canceling the previous check that was sent and she would have both checks re-issued and sent to our officeWe spoke with Mr [redacted] on November 19, 2013, regarding a Notice of Federal Tax Lien that was receivedWe 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 releasedMr [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 himHe informed our office that he had been very pleased with our services and that he appreciated how well we communicated with him regarding his mattersOn December 17, 2013, the case team prepared to submit Mr***’s Offer in Compromise to the IRS but noticed that one of the pages was not signedThe forms were immediately sent back to the client for signatureMrs [redacted] called our office and stated that she would have the form over nighted to our office upon receipt and signatureThe signed form was received in our office on December 27, and the Offer in Compromise was submitted to the IRS on December 30, Our office contacted the IRS to check on the status of the Offer in Compromise with the on January 17, Ms [redacted] (ID# [redacted] ) stated that the Offer had been received, but not yet processedWe notified Mr [redacted] of this progress via written correspondenceThe 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 IRSWe held this call on February 26, 2014, and reviewed the equity in Mr***’s pri [redacted] residenceMrs [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 homeOn March 18, 2014, Mr [redacted] called our office very upset He was upset that the IRS kept his tax refund of $4,and applied it to his current liabilityHe indicated that we should have told him to delay filing the return until the Offer was completedWe explained that regardless of the outcome of the Offer, the IRS would keep this refund because of the balanceWe also advised him that theIRS will keep the refund for the year in which the Offer in Compromise is acceptedWe advised that although a taxpayer must remain compliant with filing tax returns for the next five (5) years, only the first refund is keptAll 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 CompromiseMr [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 The case team encouraged Mr [redacted] to persist with the Offer process and apologized for any delay’s he felt had taken placeThe case team manager followed up with Mrs [redacted] on March 20, to further discuss his concerns with his caseWe explained that in order to try and get her portion of the refund back, we would need to file a request for Injured SpouseWe requested a copy of the Form 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 CompromiseWe mailed and emailed the Injured Spouse form to Mrs [redacted] for signatureThere was no contact with Mr or Mrs [redacted] during the month of April 2014, although an attempt was made on April 29, Mr***’s case was placed into a stop work status on May 7, by our accounting department due to a payment discrepancyWe spoke with Mrs [redacted] regarding this matter on May 14, On May 19, 2014, the case team was notified that Mr [redacted] filed a complaint with the Virginia State Bar AssociationThe 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 matterThe Chief Operations Officer of Wall & Associates, Incspoke with Mr [redacted] on May 27, 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 tax returnMr [redacted] was also given fee consideration during this conversation and would no longer have a monthly payment for the services renderedOn 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 IRSMr***’s account was also returned to active working status on this date due to the fee consideration grantedOur office called again on Mr***’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, We explained that we are still in need of a copy of his return to submit the Injured Spouse request and that we are still waiting for a response on his OfferWe called Ms [redacted] once again on this date and left a third message for a return callThere was no fax number present on the notice received, therefore the case team contacted the main Offer Unit in Memphis and obtained itA fax was then sent to Ms [redacted] requesting contact regarding Mr***’s Offer in CompromiseMr***’s tax return and the Injured Spouse form with signature were received in our office on July 16, and the form was sent for review prior to submitting for processingMs [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 ***’s businessShe set a deadline of August 13, Upon review of the administrative tax resolution contract in place with our company and Mr***, the case team confirmed that Wall & Associates, Incwas only contracted to represent Mr [redacted] for Form individual income taxThe case team was unaware that Mr [redacted] had liabilities stemming from Form Federal Unemployment Tax (FUTA) and Federal Quarterly Withholding TaxWe informed Mr [redacted] of the required informationMr [redacted] asked our office what the Forms and were forWe explained the nature of these forms and requested that the missing returns were prepared and provided to our office as quickly as possibleMrs [redacted] informed us on August 7, 2014, that she was attempting to retrieve the and returns from storage to provide to the IRSWe advised her again of the deadline of August 13, 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 ***’s again on August 13, Mrs [redacted] stated that it would arrive the next dayWe 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 documentationThe information still did not arrive in our office and we called Mrs [redacted] again on August 15, She provided us with the tracking number for the packageThe US Post Office website indicated that it was in El Paso, TexasWe 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 documentationOur office received Mr***’s set of information on August 18, The package of documents contained bank statements, an unemployment insurance premium and wage report, but neglected to contain Forms and The case team contacted Mrs [redacted] to discuss and left a message requesting a return callMs [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, to provide the unfiled business returns and remaining financial informationWe 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 herWe informed her that if the returns were not prepared and supplied to Ms [redacted] by August 29, 2014, that the Offer would likely be closedOur office heard nothing from Mror Mrs [redacted] until the case team contacted them again on August 29, 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 returnsWe explained that the IRS has no record of the tax returns which is why they are needed to be prepared and providedMr [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 firmMr [redacted] finally informed us that he would call his CPA about the missing tax returnsThe case team requested another extension from Ms [redacted] via voice message and faxOn September 2, 2014, we called the ***s again to check on the status of the tax returns and left a message for a return callOur call was returned on September 4, Mrs [redacted] stated that she could not locate the Forms W-for but that she was still working with the CPA on the remainder of the unfiled returnsMrs [redacted] informed us on September 16, 2014, that all of the returns were finally prepared and they would be forwarded to our officeIn the interim, our office received a letter from the IRS dated September 11, 2014, notifying us that Mr***’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 IRSWe called Mr [redacted] and left a message for a return call on this dateWith 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***’s Offer was once again transferred to the Fort Worth, Texas office for reviewWe called this office at the number provided and spoke to a receptionist who then told us that Mr***’s Offer was actually in the Nashville officeShe provided us with Mr [redacted] number We explained that we had been rerouted too many times and demanded a manager’s attentionThe 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***’s Offer in CompromiseOn 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 dateGiven the lack of communication, we phoned the general collections line to ensure no involuntary levy action would be taken on Mr***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 whyWe 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 accountThe case team received a call from Heather with the Taxpayer Advocate Service on December 3, She stated that the offer was still open and pending reviewWe were provided with Mr [redacted] manager’s contact informationA call was then placed to this manager, Ms [redacted] , and a message was leftA fax was also sent requesting contactOn 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 himHe requested that we mail the unfiled tax returns to him and provided us with an addressThe 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 follon the returns and discuss Mr***’s Offer in CompromiseMr [redacted] returned our call almost a month later on January 7, He stated that Mr***’s Offer was not viable due to equity and that he “is a young man and can turn things around” financiallyMr [redacted] also stated that this was a personal opinion, causing us to consider that he was not following the guidelines of IRS standardsMr [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 managerWe spoke with Mrs [redacted] on January 9, 2015, and provided her with an update on the accountMr [redacted] never returned call to our office to discuss the Offer, and instead we received a notice on February 11, 2015, that Mr***’s Offer was closedThe letter stated that Mr [redacted] was not compliant with filing his quarterly Federal Tax Return for the period ending September 30, 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 She said that she could fax the returns to our office within hoursPer this conversation, the case team attempted to have the Offer re-opened by filing another request with the Taxpayer Advocate OfficeWe did so on February 11, The 3rd and 4th quarter Form returns for were received in our office on February 12, Taxpayer Advocate Ms [redacted] called our office on February 19, and she explained that she would do her best to review the account and help us with reopening the Offer in CompromiseOn March 2, 2015, Mrs [redacted] called our office regarding receipt of collection notices from the IRS for the tax debt for Mr***’s businessShe stated that she was not aware that they needed to file returns or file them on timeWe explained that this is a requirement for all businesses, especially those that are attempting to obtain a settlement with the IRSMs [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, In order to ensure compliance, we mailed Mr [redacted] a letter regarding his Estimated Tax Payment requirements for the tax year on April 6, Our office received a call from Ms [redacted] with Taxpayer Advocate on April 8, She stated that Mr [redacted] was in full compliance with the IRS filing requirements and that she felt there was miscommunication on the accountShe stated that she was still working with the IRS to reopen the OfferMrs [redacted] contacted our office on May 15, 2015, requesting to schedule a call to review some questions she had about Mr***’s accountWe called Mrs [redacted] on May 18, at the time she requested, but had to leave a messageA follow up letter was sent to Mr [redacted] advising him of the missed callTaxpayer 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 monthsShe also stated that if the Offer did get officially closed, she would help expedite the processing of a new oneWe 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 MsWeatherspoonMs [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 ***’s income could pay the liability in fullShe told us on this date that Mr [redacted] owed individual income (1040) taxes in the amount of $16,and business unemployment (940) andwithholding (941) taxes in the amount of $56,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 analysisWe called Mrs [redacted] on this date and discussed the matter with her and sent a follow up letter with all requested information listedNo information was received from Mror 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 callWe also called Ms [redacted] to request an extension of time and left a message for a return callOn July 15, 2015, Mr [redacted] called our office and asked us why it was taking so long to work on his caseWe 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 expeditedMr [redacted] then stated that his CPA told him he would have to amend his and returns for because there were bookkeeping errorsThis is the first time the case team was informed of possible errors on the tax returnsWe advised Mr [redacted] that we would continue working the Offer in Compromise, but follow up with him again soon to discuss possibly amending the returnsUnfortunately, on July 20, 2015, the case team was notified by management that Mr [redacted] had filed a complaint with the Better Business BureauAs 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 dateTherefore, we respectfully request that this Revdex.com complaint be administratively closed, as this prior complaint is still open and pending with the VSBWe are sorry to hear that Mr [redacted] is dissatisfied with the services he received form our officeMr***’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 unreasonableOur contract that all clients sign clearly states that guaranteed results, including a timeframe of when the problem will be fixed, cannot be promised or providedFurthermore, Mr***’s complaint refers to getting the “impression Mr [redacted] was associated with a law firmWall & Associates, Incprovides administrative tax representation before the taxing authorities, as we did in Mr***’s case beginning in March of The contract signed by Mr [redacted] clearly states that “our services only apply to administrative tax practice and hearingsThe 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 mattersAdditionally, Mr***’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***’s case was maintained with Mrs***Our office continuously contact Mr& Mrs [redacted] to provide them with updates on Mr***’s case, or request information required for their case to be reviewed and considered by the IRSWe are sorry to hear that Mr [redacted] feels as through communication was not maintained, as our office was in constant contact with Mrs***Mr***’s complaint also refers to the IRS taking the tax refundsWe are unable to stop the IRS form issuing their Federal Offset ProgramThe law allows the use of part or all of your federal tax refund to pay other federal or state debts that you oweIf you filed a joint tax return, you may be entitled to part or all of the refund offsetThis rule applies if your spouse is solely responsible for the debtTo request the non-liable spouse’s part of the refund, a request for Injured Spouse Allocation is filed with the IRSThis is why our office filed an injured Spouse request with the IRS for the tax return, for Mrs [redacted] to receive her portion of their refund for that specific yearThis form can be requested every year to ensure the non-liable spouse receives their portion of the refundWe hope this sum [redacted] sheds light on the work that was completed on Mr***’s behalf by our office and the communication and correspondence we held with Mr& Mrs [redacted] and the IRSOur office worked diligently with the clients and IRS from March 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 resolutionWe understand Mr***’s frustrations on this matter and that it is not easy to rectify matters of taxation such as this with the IRSWe worked as quickly as possible to resolve this matterIt is our understanding that Mr [redacted] would like a full refund of the fees paid to our company for the services we renderedServices 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 CompromiseAdditionally, we also capped his monthly fees in May of We would like to move forward with the resolution of Mr***’s case as there is still work to be completed to fully resolve the tax matters for his personal liabilities and the business liabilitiesWe would be glad to discuss his case further and the work that was performed on his behalfIf we can work out further appropriate fee arrangements that are acceptable to the Mr***, we will be glad to move forward on his case and continue the resolution processIf you require any further information, please contact our officeThank you for your time and assistance with this matter

WALL & ASSOCIATES, INCPO Box 1301Pulaski, Virginia 24301Phone: 540-382-5662Fax: 540-246-0731December 8, 2016By E-mail: [redacted] Revdex.com Serving Central VirginiaATTN: Ms [redacted] 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] Mr [redacted] sought out and hired our services in December of for administrative tax representation.In reviewing Mr [redacted] complaint there are several issues our office would like to addressMr [redacted] himself does state in his complaint that part of the debt was cleared due to the efforts of Wall & Associates, Incand then subsequently states that no resolution has been achievedThese two statements are in conflict with one anotherThe tax issue cleared was in relation to his wife and our office was able to successfully negotiate an [redacted] Offer in Compromise on her behalfThe fact of the matter is that Mr [redacted] tax matters compromise a number of tax types, tax years, and specific individualsThe total liability is in excess of [redacted] and involves business balancesOur office does attempt to clear our client's tax matters in as rapid a manner as possible; however, tax issues that take years to generate can, in some cases, take years to resolve.Mr [redacted] himself states that our office did agree to offer a slight reprieve in regards to his paymentsWall & Associates, Incagreed to waive a number of monthly fees that we were entitled to for remuneration in addressing his tax controversyMr [redacted] subsequently states that this consideration was not offered a second time and that is accurateBilling considerations are reviewed independently from one another and if it is determined that work is required on a case our office cannot normally authorize the waiving of fees on a caseOur office is open to working with our clients and are always willing to review billing concerns, but we cannot waive fees on request.In reviewing the administrative tax controversy agreement that Mr [redacted] signed our office does not see where a set fee cap was ever put in placeShould Mr [redacted] have proof indicating otherwise we respectfully request that he forward it to our office so that we can immediately get this billing issue resolvedFinally, Mr [redacted] brings up issues related to the individuals and teams working his caseIn some cases it is necessary to modify the existing members of a case team or move one client from one team to anotherThis is done to ensure that all of our clients are receiving the attention they deserveWe don't want one team to get too many clientsIf Mr [redacted] has significant concerns related to the change implemented the simplest solution is to request to speak to one individual or to remain with one teamSuch a request would easily be granted.Mr [redacted] is currently with our Client Services Group to examine possible future billing considerations and to see if we can work with him in regards to the monthly fees currently owedThe filing of third party complaints can in some cases prevent us from being able to offer further billing considerations so it is very important that clients with concerns allow our office to review their case prior to doing thisIn many cases our office is very flexible in regards to working with our clients.If you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.By: Brandon G [redacted] , Quality Assurance Manager

We feel very blessed and grateful for having Wall & Associates on our team for the last two and half years Together, we showed that team work, shear determination and patience, still win's out, every time For the truly unbelievable and unthinkable outcome we experienced, my wife and I, will be forever indebted to the "Lithium Team" at Wall & Associates We truly want to thank every member of this team, for hanging in there with us, when things seemed all but over and hopeless for us From day one, everyone at Wall & Associates treated us with a very high level of professionalism and respect, which we really needed and appreciated at the time we started on this fantastic journey to freedomWe feel Wall & Associates was instrumental in keeping the IRS at bay, while we constructed a positive and achievable way forward Thanks again Wall & Associates, for helping my wife and I, reclaim the rest our lives back!

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 of for administrative tax representation.Our office will attempt to address any concerns that [redacted] has in this response since we did indicate that she did not wish to speak with our officeThe IRS requires original signatures on offer documents that are supplied as part of an ongoing resolution to any case [redacted] case was no exception and original ink signatures were required in order to submit her Offer-In-Compromise to the IRSWe have reviewed her file and do not see that the signed offer documents were returned to our office.Our office has had the case team assigned to [redacted] case prepare a case summary detailing the actions and events that took place on her caseThis has been enclosed for [redacted] reference and review.We apologize for any inconvenience that might have been caused to [redacted] during her time with our officeWall & Associates, Inc specializes in resolving tax controversies and that is what we are the most successful at doingOur office only wants to aid our clients in determining the absolute best resolution for their case and putting that plan into action.I would like to once again request [redacted] to reach out to our office so that we many 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 or to discuss any terms related to any type of refund.If you require any further information, please contact our officeThank you for your time and assistance with this matter

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

Dear Ms***, We are writing in timely response to the above referenced complaint received on July 20, (copy [redacted] )Mr [redacted] sought out and hired our services in March for administrative tax representationBelow you will find a detailed account of the work performed on Mr ***’s caseA substantial amount of work has been completed on Mr ***’s case upon hiring our services for administrative tax resolution for the Internal Revenue Service (IRS) on March 15, 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 liabilityWe 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 caseOn 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 $17,for tax year Additionally, a conference call was scheduled with Mr [redacted] for March 29, to discuss his liability in detail as well as our initial plan to move forward towards a resolution for his caseOn March 21, 2013, we received a call from [redacted] , Mr***’s bookkeeper, who asked questions about the letter received from our office requesting financial informationWe 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 caseWe held a scheduled call with Mr [redacted] on March 29, 2013, to review his case in further detailHe explained that at the time, he was fully supporting his girlfriend and her two childrenHe informed us that he had a sole proprietorship which allowed him to take home just enoughmoney to pay his bills with nothing leftoverMr [redacted] also mentioned a farm that he has which he occasionally made a profit fromOur 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 IRSWe explained this appeal process to the client and how this would help prevent involuntary collection action on the accountWe 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 himWe spoke with Mr [redacted] on this date to clarify some aspects of the financial statement, and requested a copy of his Form tax return, which was subsequently received later in the dayOur office sent the requested documentation for the Collection Due Process Hearing to the IRS Settlement Officer on May 22, The hearing was held on May 28, with Settlement Officer Janice Bankston who agreed to place Mr***’s account into Currently Non-Collectible status due to his inability to currently make payments on the liabilityThe notice of determination from this hearing was received in our office on June 25, and we discussed this with the clientOn July 9, 2013, we explained that it would be in Mr***’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 offersOn August 16, 2013, we clarified a few more items regarding Mr***’s financial statement and informed him that we would be proceeding with an Offer in CompromiseDuring this conversation, Mr [redacted] informed us that a previous company, Pinnacle Tax, had been contacting him about servicesWe advised that he should call back and request to revoke their Power of Attorney to ensure it does not conflict with our representationMr [redacted] indicated he would do so and that he had already filed a complaint with the Revdex.com against Pinnacle TaxMr [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 wellWe 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 submissionWe followed up with Mr [redacted] on September 13, 2013, and confirmed that the Offer in Compromise documents were mailed to the correct addressMr [redacted] believed he did receive them but requested a copy be emailed to him just in caseWe obliged and sent them electronically that dayMr [redacted] additionally informed our office that he had recently became married and that Ms [redacted] was now Mrs***The signed Offer in Compromise documents were received in our office on October 30, We contacted Mrs [redacted] on November 15, to advise her that we did not receive all of the fee required for the Offer in CompromiseShe stated that the bank was canceling the previous check that was sent and she would have both checks re-issued and sent to our officeWe spoke with Mr [redacted] on November 19, 2013, regarding a Notice of Federal Tax Lien that was receivedWe 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 releasedMr [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 himHe informed our office that he had been very pleased with our services and that he appreciated how well we communicated with him regarding his mattersOn December 17, 2013, the case team prepared to submit Mr***’s Offer in Compromise to the IRS but noticed that one of the pages was not signedThe forms were immediately sent back to the client for signatureMrs [redacted] called our office and stated that she would have the form overnighted to our office upon receipt and signatureThe signed form was received in our office on December 27, and the Offer in Compromise was submitted to the IRS on December 30, Our office contacted the IRS to check on the status of the Offer in Compromise with the on January 17, Ms [redacted] (ID# [redacted] ) stated that the Offer had been received, but not yet processedWe notified Mr [redacted] of this progress via written correspondenceThe 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 IRSWe held this call on February 26, 2014, and reviewed the equity in Mr***’s pri [redacted] residenceMrs [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 homeOn March 18, 2014, Mr [redacted] called our office very upset He was upset that the IRS kept his tax refund of $4,and applied it to his current liabilityHe indicated that we should have told him to delay filing the return until the Offer was completedWe explained that regardless of the outcome of the Offer, the IRS would keep this refund because of the balanceWe also advised him that theIRS will keep the refund for the year in which the Offer in Compromise is acceptedWe advised that although a taxpayer must remain compliant with filing tax returns for the next five (5) years, only the first refund is keptAll 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 CompromiseMr [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 The case team encouraged Mr [redacted] to persist with the Offer process and apologized for any delay’s he felt had taken placeThe case team manager followed up with Mrs [redacted] on March 20, to further discuss his concerns with his caseWe explained that in order to try and get her portion of the refund back, we would need to file a request for Injured SpouseWe requested a copy of the Form 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 CompromiseWe mailed and emailed the Injured Spouse form to Mrs [redacted] for signatureThere was no contact with Mr or Mrs [redacted] during the month of April 2014, although an attempt was made on April 29, Mr***’s case was placed into a stop work status on May 7, by our accounting department due to a payment discrepancyWe spoke with Mrs [redacted] regarding this matter on May 14, On May 19, 2014, the case team was notified that Mr [redacted] filed a complaint with the Virginia State Bar AssociationThe 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 matterThe Chief Operations Officer of Wall & Associates, Incspoke with Mr [redacted] on May 27, 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 tax returnMr [redacted] was also given fee consideration during this conversation and would no longer have a monthly payment for the services renderedOn 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 IRSMr***’s account was also returned to active working status on this date due to the fee consideration grantedOur office called again on Mr***’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, We explained that we are still in need of a copy of his return to submit the Injured Spouse request and that we are still waiting for a response on his OfferWe called Ms [redacted] once again on this date and left a third message for a return callThere was no fax number present on the notice received, therefore the case team contacted the main Offer Unit in Memphis and obtained itA fax was then sent to Ms [redacted] requesting contact regarding Mr***’s Offer in CompromiseMr***’s tax return and the Injured Spouse form with signature were received in our office on July 16, and the form was sent for review prior to submitting for processingMs [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 ***’s businessShe set a deadline of August 13, Upon review of the administrative tax resolution contract in place with our company and Mr***, the case team confirmed that Wall & Associates, Incwas only contracted to represent Mr [redacted] for Form individual income taxThe case team was unaware that Mr [redacted] had liabilities stemming from Form Federal Unemployment Tax (FUTA) and Federal Quarterly Withholding TaxWe informed Mr [redacted] of the required informationMr [redacted] asked our office what the Forms and were forWe explained the nature of these forms and requested that the missing returns were prepared and provided to our office as quickly as possibleMrs [redacted] informed us on August 7, 2014, that she was attempting to retrieve the and returns from storage to provide to the IRSWe advised her again of the deadline of August 13, 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 ***’s again on August 13, Mrs [redacted] stated that it would arrive the next dayWe 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 documentationThe information still did not arrive in our office and we called Mrs [redacted] again on August 15, She provided us with the tracking number for the packageThe US Post Office website indicated that it was in El Paso, TexasWe 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 documentationOur office received Mr***’s set of information on August 18, The package of documents contained bank statements, an unemployment insurance premium and wage report, but neglected to contain Forms and The case team contacted Mrs [redacted] to discuss and left a message requesting a return callMs [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, to provide the unfiled business returns and remaining financial informationWe 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 herWe informed her that if the returns were not prepared and supplied to Ms [redacted] by August 29, 2014, that the Offer would likely be closedOur office heard nothing from Mror Mrs [redacted] until the case team contacted them again on August 29, 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 returnsWe explained that the IRS has no record of the tax returns which is why they are needed to be prepared and providedMr [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 firmMr [redacted] finally informed us that he would call his CPA about the missing tax returnsThe case team requested another extension from Ms [redacted] via voice message and faxOn September 2, 2014, we called the ***s again to check on the status of the tax returns and left a message for a return callOur call was returned on September 4, Mrs [redacted] stated that she could not locate the Forms W-for but that she was still working with the CPA on the remainder of the unfiled returnsMrs [redacted] informed us on September 16, 2014, that all of the returns were finally prepared and they would be forwarded to our officeIn the interim, our office received a letter from the IRS dated September 11, 2014, notifying us that Mr***’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 IRSWe called Mr [redacted] and left a message for a return call on this dateWith 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***’s Offer was once again transferred to the Fort Worth, Texas office for reviewWe called this office at the number provided and spoke to a receptionist who then told us that Mr***’s Offer was actually in the Nashville officeShe provided us with Mr [redacted] number We explained that we had been rerouted too many times and demanded a manager’s attentionThe 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***’s Offer in CompromiseOn 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 dateGiven the lack of communication, we phoned the general collections line to ensure no involuntary levy action would be taken on Mr***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 whyWe 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 accountThe case team received a call from Heather with the Taxpayer Advocate Service on December 3, She stated that the offer was still open and pending reviewWe were provided with Mr [redacted] manager’s contact informationA call was then placed to this manager, Ms [redacted] , and a message was leftA fax was also sent requesting contactOn 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 himHe requested that we mail the unfiled tax returns to him and provided us with an addressThe 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 follon the returns and discuss Mr***’s Offer in CompromiseMr [redacted] returned our call almost a month later on January 7, He stated that Mr***’s Offer was not viable due to equity and that he “is a young man and can turn things around” financiallyMr [redacted] also stated that this was a personal opinion, causing us to consider that he was not following the guidelines of IRS standardsMr [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 managerWe spoke with Mrs [redacted] on January 9, 2015, and provided her with an update on the accountMr [redacted] never returned call to our office to discuss the Offer, and instead we received a notice on February 11, 2015, that Mr***’s Offer was closedThe letter stated that Mr [redacted] was not compliant with filing his quarterly Federal Tax Return for the period ending September 30, 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 She said that she could fax the returns to our office within hoursPer this conversation, the case team attempted to have the Offer re-opened by filing another request with the Taxpayer Advocate OfficeWe did so on February 11, The 3rd and 4th quarter Form returns for were received in our office on February 12, Taxpayer Advocate Ms [redacted] called our office on February 19, and she explained that she would do her best to review the account and help us with reopening the Offer in CompromiseOn March 2, 2015, Mrs [redacted] called our office regarding receipt of collection notices from the IRS for the tax debt for Mr***’s businessShe stated that she was not aware that they needed to file returns or file them on timeWe explained that this is a requirement for all businesses, especially those that are attempting to obtain a settlement with the IRSMs [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, In order to ensure compliance, we mailed Mr [redacted] a letter regarding his Estimated Tax Payment requirements for the tax year on April 6, Our office received a call from Ms [redacted] with Taxpayer Advocate on April 8, She stated that Mr [redacted] was in full compliance with the IRS filing requirements and that she felt there was miscommunication on the accountShe stated that she was still working with the IRS to reopen the OfferMrs [redacted] contacted our office on May 15, 2015, requesting to schedule a call to review some questions she had about Mr***’s accountWe called Mrs [redacted] on May 18, at the time she requested, but had to leave a messageA follow up letter was sent to Mr [redacted] advising him of the missed callTaxpayer 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 monthsShe also stated that if the Offer did get officially closed, she would help expedite the processing of a new oneWe 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 MsWeatherspoonMs [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 ***’s income could pay the liability in fullShe told us on this date that Mr [redacted] owed individual income (1040) taxes in the amount of $16,and business unemployment (940) andwithholding (941) taxes in the amount of $56,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 analysisWe called Mrs [redacted] on this date and discussed the matter with her and sent a follow up letter with all requested information listedNo information was received from Mror 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 callWe also called Ms [redacted] to request an extension of time and left a message for a return callOn July 15, 2015, Mr [redacted] called our office and asked us why it was taking so long to work on his caseWe 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 expeditedMr [redacted] then stated that his CPA told him he would have to amend his and returns for because there were bookkeeping errorsThis is the first time the case team was informed of possible errors on the tax returnsWe advised Mr [redacted] that we would continue working the Offer in Compromise, but follow up with him again soon to discuss possibly amending the returnsUnfortunately, on July 20, 2015, the case team was notified by management that Mr [redacted] had filed a complaint with the Better Business BureauAs 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 dateTherefore, we respectfully request that this Revdex.com complaint be administratively closed, as this prior complaint is still open and pending with the VSBWe are sorry to hear that Mr [redacted] is dissatisfied with the services he received form our officeMr***’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 unreasonableOur contract that all clients sign clearly states that guaranteed results, including a timeframe of when the problem will be fixed, cannot be promised or providedFurthermore, Mr***’s complaint refers to getting the “impression Mr [redacted] was associated with a law firmWall & Associates, Incprovides administrative tax representation before the taxing authorities, as we did in Mr***’s case beginning in March of The contract signed by Mr [redacted] clearly states that “our services only apply to administrative tax practice and hearingsThe 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 mattersAdditionally, Mr***’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***’s case was maintained with Mrs***Our office continuously contact Mr& Mrs [redacted] to provide them with updates on Mr***’s case, or request information required for their case to be reviewed and considered by the IRSWe are sorry to hear that Mr [redacted] feels as through communication was not maintained, as our office was in constant contact with Mrs***Mr***’s complaint also refers to the IRS taking the tax refundsWe are unable to stop the IRS form issuing their Federal Offset ProgramThe law allows the use of part or all of your federal tax refund to pay other federal or state debts that you oweIf you filed a joint tax return, you may be entitled to part or all of the refund offsetThis rule applies if your spouse is solely responsible for the debtTo request the non-liable spouse’s part of the refund, a request for Injured Spouse Allocation is filed with the IRSThis is why our office filed an injured Spouse request with the IRS for the tax return, for Mrs [redacted] to receive her portion of their refund for that specific yearThis form can be requested every year to ensure the non-liable spouse receives their portion of the refundWe hope this sum [redacted] sheds light on the work that was completed on Mr***’s behalf by our office and the communication and correspondence we held with Mr& Mrs [redacted] and the IRSOur office worked diligently with the clients and IRS from March 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 resolutionWe understand Mr***’s frustrations on this matter and that it is not easy to rectify matters of taxation such as this with the IRSWe worked as quickly as possible to resolve this matterIt is our understanding that Mr [redacted] would like a full refund of the fees paid to our company for the services we renderedServices 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 CompromiseAdditionally, we also capped his monthly fees in May of We would like to move forward with the resolution of Mr***’s case as there is still work to be completed to fully resolve the tax matters for his personal liabilities and the business liabilitiesWe would be glad to discuss his case further and the work that was performed on his behalfIf we can work out further appropriate fee arrangements that are acceptable to the Mr***, we will be glad to move forward on his case and continue the resolution processIf you require any further information, please contact our officeThank you for your time and assistance with this matter

WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia 20116Phone: 877-291-1109Fax:877-291-1114By E-mail: [redacted] Revdex.com Serving Central VirginiaATTN: [redacted] Moorefield Park Dr.Suite 300Richmond, VA 23236RE: 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 for administrative tax representation.Wall & Associates, Incspoke with Mr [redacted] on June 13, Our office has worked out a solution that would see his case brought back to active statusIf Mr [redacted] has further questions we encourage him to reach out the case team assigned to this case or the Client Services member whose number he was provided.If you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.By: Brandon G [redacted]

Dear Ms***, We are writing in timely response to the complaint made by Mrs [redacted] received on July 29, (copy [redacted] )Mr & Mrs [redacted] hired Wall & Associates, Incfor administrative tax representation before the taxing authorities to assist in resolving their tax liabilityWe realize that tax problems are stressful and frightening for any taxpayer and we work hard to help our clients through these mattersWe work as quickly as possible to resolve tax matters, but working with a party such as the IRS, and working with tax matters that cover a span of several years in the past can mean resolutions take timeA substantial amount of work has been completed on Mrand Mrs [redacted] case upon hiring our services for administrative tax resolution for the IRS on December 1, Upon receipt of their case, we attempted to contact them to go over the initial case information received and left a message for a return callWe also mailed letters welcoming them to Wall & Associates, Incas well as requesting pertinent financial information in order to determine their ability to pay the liability owed and plan for a resolution on their caseThe Power of Attorney forms were immediately filed with the IRS and State of Virginia to notify them of our representationThe next day, December 2, 2014, we contacted the IRS and were informed that there was an outstanding liability for tax year 2011, 2012, and form totaling $12,due to an underreporting issue from the original returns that were filedWe contacted Mrand Mrs [redacted] later that day and went over the initial case information with Mr [redacted] We scheduled a conference call with him for December 16, to further discuss the case and to allow them time to submit the financial information requested and allow us time to complete their case research and to develop a case plan Mrs [redacted] called back later that afternoon and we discussed the same information with her as wellWe contacted the State of Virginia for a compliance check once the Power of Attorney forms had processed on December 5, and were informed of an outstanding liability from tax year totaling $We were also informed that the clients were currently in an Installment Agreement with the State of Virginia for $each monthWe created the IRS financial statement Form 433-A for Mrand Mrs [redacted] based on information that was initially received with their case on December 16, We contacted them for the previously scheduled conference call and left a message for them to return our callLater that afternoon, Mrs [redacted] called in and instead of rescheduling the call, we held the call at that time and discussed the case and financial statement with Mrs [redacted] in detailDuring that call, Mrs [redacted] informed us that they have a rental property that they receive rental income from as well as their primary residenceWe also discussed the types of income and expenses that are paid within a month’s timeWe discussed with her that we would need the financial information that was previously requested in order to complete the financial statement as well as documentation on the rental propertyOn December 17, 2014, we received some of the financial information from Mrand Mrs [redacted] via emailWe saved the documentation and updated the financial statement on December 22, with the information we hadWe contacted Mrand Mrs [redacted] on January 7, about the information that was still needed and left them a message to return our call Later that afternoon we spoke with them and asked for verification of some of the expenses and income that we had previously discusses as well as mailed them a letter asking for the informationOn January 19, 2015, we again received some of the information needed for the financial statement, but we still needed verification of the income and assets that we had previously discussed them during the conference callWe contacted the IRS on January 27, in an attempt to hold off collections until the remaining financial information was receivedWe reinstated the previously defaulted Installment Agreement with the IRS for $each monthOn January 29, 2015, we received an email from Mr and Mrs [redacted] about a notice they had received from the IRS threatening enforcement actionWe contacted the IRS to confirm that the installment agreement was reinstated, which stopped further collection attempts and contacted Mrs [redacted] and explained to her why the installment agreement was reinstated with the IRSWe also verbally requested the remaining needed financial informationSubsequently, we mailed and emailed her a letter requesting the financial information requiredWe contacted Mrand Mrs [redacted] on February 13, and left message for them to return our callWe received a return call from Mrs [redacted] on February 17, and asked her about the verification of the income receivedMrs [redacted] informed us that Mr [redacted] was no longer receiving wages and the changes to their current financial situationAdditionally, we discussed the financial verification items we still needed to accurately plan for a resolution of their liability Mrs [redacted] then asked about the progress of her case and we explained to her that per the information that we have their financial statement looked good for a settlement, but that we would still need some additional financial information which we had requested multiple times to acutely prepare and plan for their resolutionWe updated the IRS form 433-A financial statement with the information that we had in the case file on February 18, We then contacted Mrand Mrs [redacted] on March 6, to ask about the additional financial information we still neededMrs [redacted] expressed concerns about our monthly payment while she was continuing to pay the IRS on the Installment AgreementWe advised her that the installment agreement was to hold off further collections and if the monthly fee to us got to be an issue in the future that we could refer her case to our Client Services GroupWe again discussed the financial information required to accurately complete their form 433-AWe indicated that we would send the IRS form 433-A completed form the documentation we had received to that point to them for review, completion and notation of any adjustments or changesWe reviewed the financial statement and mailed it to Mrand Mrs [redacted] on March 9, On March 13, 2015, we received an email from Mrs [redacted] about the rental property not being included on the financial statementWe replied to her email asking again for substantiation for the income and expenses paid on this property before we could include it on the financial statementWe also informed her that she could return the signed form 433-A along with the substantiation for the rental property and we would properly adjust the financial statement once it was receivedWe received an email from Mrs [redacted] on March 16, containing only the address for the rental propertyWe reviewed the case on April 3, 2015, and based on the information that we had in their file Mrand Mrs [redacted] appeared to be good candidates for the IRS Offer in Compromise programWe additionally created a list of items that were still needed in order to complete the assessment and evaluation of their financial situation for their case which included the tax return, proof of investment accounts, and information on the rental propertyOn April 6, 2015, we received an email from our accounting office that Mrand Mrs [redacted] were having a concern with the monthly fee being paid for the services we were providingWe immediately contacted them to discuss and left a message for them to return our callLater that afternoon, we were able to speak with Mrs [redacted] who expressed issues regarding the monthly fee and the Installment Agreement that she was paying for the IRSWe explained to her that the installment agreement was a temporary resolution to their case as we were still planning for a resolution to resolve the liability as a wholeWe discussed the IRS Offer in Compromise program and that based on the information we had in their file, that they would be good candidates; however, additional financial substantiation was required to complete the evaluationWe also informed them that we would not be able to settle any tax liabilities with the IRS as long as the tax return was unfiledMrs [redacted] expressed concerns about paying to get the returns filed and paying us and the IRSWe advised her that the best thing for her is to be proactive in being compliant with the IRSWe also discussed the return and if they would anticipate owingWe explained to her the compliance requirement with doing any type of settlement with the IRS and that if they anticipated owing for they would need to begin making Estimated Tax Payments to avoid owing when the tax returns were filedOn April 8, 2015, we completed the Offer in Compromise documents from the documentation in their file and mailed them to Mrand Mrs [redacted] for review and signature with a detailed letter explaining that we would need the Offer in Compromise documents, the completed financial statement, and the offer fees all with original signatures returned to us via mailWe received another email from our accounting office on April 13, informing us that Mrs [redacted] again had concerns about the monthly feesWe then contacted Ms [redacted] immediately and left a message for her to return our callWe contacted Mrs [redacted] again that afternoon and discussed the issues she was having with the monthly feeWe discussed the return that she had preparedWe submitted a request to our Client Services Group that afternoon about the concerns Mrs [redacted] was having with the monthly feesOn April 23, 2015, we received an email from our Client Services group that no fee consideration was granted to the [redacted] ’ due to the nature of the case and the work completed thus far on the caseLater that day we received an email from Mrs [redacted] wanting an update on her caseWe contacted her immediately and discussed the return that we had received and requested a legible copy as well as the current plan for working towards a resolution with the IRSOn May 20, 2015, we contacted Mrand Mrs [redacted] and left a message for them to return our callWe expressed that we had not received a legible copy of the return or the Offer in Compromise documents that were previously mailed to herMrs [redacted] said that she had returned them, but we had not received themWe confirmed our address with her and she indicated that it was not familiar to her and she probably sent them to a different addressWe emailed her another copy of the Offer in Compromise documents and explained to her to look over everything to ensure that it was correct on the financial statement and submit it, the offer documents, and the required offer fees back to us with original signaturesWe received a legible copy of the Federal and State return on May 26, We contacted Mrand Mrs [redacted] on June 25, and left a message for them to return our callWe returned Mrs [redacted] call that afternoon and inquired about the Offer in Compromise documents that were re-emailed to her on May 20, She indicated that she had emailed us a copy, which we did not receiveWe received an email from Mrs [redacted] on July 2, asking for us to submit the Offer in Compromise documents to her again via mailWe placed them in the mail that day for their review and signatureOn July 22, 2015, we received the signed Offer in Compromise documents, financial statement, and the offer fees from Mrand Mrs [redacted] We began preparing the Offer in Compromise packet with the information that we had in their case fileWe noticed that we had never received any information (proof of income or expenses) on the rental property from the [redacted] to accurately put that information in the financial formWe then called and spoke with Mrs [redacted] regarding the equity in the property and the IRS Offer in Compromise processWe explained to her the different options of proceeding with the offer and the documentation required in order to further evaluate accurate property equityWe additionally notified her that we could reinstate their Installment Agreement if they were not willing to provide this informationUpon reference of the Installment Agreement Mrs [redacted] was upset and expressed concerns about the money that was paid to usShe requested that we reinstate the Installment AgreementsWe informed her that we would submit another request to our Client Services Group to address her concernsWe contacted the IRS on July 23, and were able to reinstate the original installment agreement that Mr and Mrs [redacted] were on of $each monthWe also contacted the state and reinstated the installment agreement for $each month per Mrs [redacted] requestOn July 27, we mailed the checks for the offer fees back to Mrand Mrs [redacted] since she requested to be set up on the Installment Agreement for the IRS and State of VirginiaWe received an email from our Client Services Group on July 28, that Mrand Mrs [redacted] had terminated services with our companyOur office was doing all things possible to keep collections from the IRS at bay and working on planning for a viable resolution for Mr& Mrs [redacted] tax liabilityWithout the proper documentation, we were unable to do the necessary case planning and solidify a plan to resolve the liabilityThe process of convincing tax collection personnel to adjust a tax account requires detailed records of the taxpayer’s finances This is why we request the financial documentation frequently throughout the caseA resolution cannot be planned and submitted until we have the proper documentation to fully evaluate the financial situation of Mr& Mrs [redacted] and determine possible resolution programsOur office requested financial documentation from Mr& Mrs [redacted] on multiple occasions which was not receivedIn order for our office to plan for a successful resolution with the IRS and complete the same collectability calculations as the IRS, we needed this documentationWe have [redacted] copies of the letters and emails sent to the clients as demonstrations of our ongoing communication with themOur goal was to successfully get the clients complaint with all filing requirements and complete a resolution with the IRS to resolve the tax liabilitiesWe were actively working on the IRS form 433-A Collection Information Statement in order to accurately calculate the [redacted] ’ payment potential to the IRSUnfortunately, not receiving all of the financial records and documentation we needed halted our progress and we were unable to fully complete the form and proceed with the initial plan for a resolution Submitting an incomplete form to the IRS would have led to return or rejection of the Offer by the IRSWe were doing all things to complete the form, by requesting the required financial documents on multiple occasions from the [redacted] [redacted] are copies of the letters mailed and emailed to the [redacted] requesting informationMrs [redacted] complaint states that “the whole point of joining their program was to reduce the amount I owed”Our office was working diligently on case planning and completing the IRS form 433-A which is used to determine collectability by the IRSWithout having the complete financial documentation, we were unable to accurately plan on the [redacted] ’ case for viable resolution optionsThere are still options available to the [redacted] ’ to assist them on resolving their liability with the IRS as a wholeIt is unfortunate that they terminated services before we had the opportunity to discuss and explore these options with themWe encourage them to contact our office directly to discuss these options for their caseWhile it is our understanding that Mrs [redacted] would like a refund of the fees she paid for the representation servicesMrs [redacted] sought out our services and made the decision to hire us and to pay usWe completed extensive initial work and fact finding on this case and began the proper process of planning for a resolution with the IRSUltimately, we put forth great effort on Mrs [redacted] behalf, and would like nothing more than to resolve the ongoing concerns that she has expressed in the complaintWe are also open to discuss the options for fee consideration with her so that we can continue work on this matterThere are many options available to resolve the outstanding balances due the IRS and we request that the [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with their caseIf any additional information is required, please contact our office directlyThank you for your time and assistance with this matter

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below Let me recap their response for you:10/6/- phone call to the IRS10/9/- letter to the IRS stating that I did not agree with their findings11/24/- reviewed case plan with me This never happened As I show in the attached files I have repeatedly requested a written plan of attack to resolve my case which I never received.2/20/- phone call to the IRS The IRS said their system was having difficulties.2/23/- Second letter to the IRS, merely repeating the previous letter3/18/- Formal request to put my account in non-collectible status I have no record of this and they did not provide a copy of it in their response.4/17/- Third letter to the IRS - simply mailed copies of my receipts.In eleven months of "hard work" on my behalf they made two phone calls and mailed three one page letters that I could have done myself.The results: I owe the IRS the full amount they claimed on the Letter of Deficiency on my taxes I am no longer able to dispute this because Wall and Associates missed the deadline for filing a petitionI am now being audited for also I sent the correspondence and my tax return regarding that year to Wall and Associates They never sent a written response to the IRS for the audit because they said "it was not needed".My entire federal tax refund was taken from me by the IRS.They now state they want to continue to work on my case and resolve it for me Due to their incompetence and inactivity I do not believe they can They said they are not lawyers and only provide administrative services When I met with their salesman [redacted] and we discussed my case he said I did not need an attorney He said Wall and Associates would resolve my audit issue and also prevent this same issue from being a problem in future tax years.I cannot afford to pay them $per month ad infinitum without a workable plan and with absolutely no positive results They have had their chance and done nothing I demand a full refund [redacted]

WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114October 19, 2016By E-mail: [redacted] Revdex.com Serving Central Virginia ATTN: [redacted] Moorefield Park DrSuite 300Richmond, VA 23236RE: Mr [redacted] ; Revdex.com Case#: [redacted] Dear Ms***,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 October of for administrative tax representationMs [redacted] raises several concerns in regards to the services we have provided to her and I will attempt to address themIn her complaint she states that we are not responding to the [redacted] by their imposed deadlines and then her case keeps getting closedOn review I can confirm that her last Offer in Compromise was closedOur office had a deadline of June 17, to provide a formalized appeal for her offerRecent [redacted] procedural changes in the past year require that a client confirm via signature that the information disclosed on the offer appeal is accurateOur office on June 13, E-mailed Ms [redacted] a copy of the offer appeal requesting that she return it to us as quickly as possibleOur office can confirm that we received the offer appeal; however, I cannot confirm if our office received this before or after the deadline in questionI have attached a copy of the envelope in which she mailed the offer appeal back to usThe postmark date indicates a June 14, mailing dateNormally, in instances like this, our office requests that these types of documents be returned via E-mail or Fax to ensure adequate turn­ around time.Our office has spoken with Ms [redacted] in the past and have worked with her in relation to her feesMost recently we agreed to suspend billing pending the outcome of the current Offer in CompromiseFurthermore, prior to this our office agreed to waive her December monthly fee and agreed to adjust her remaining monthly fee to a more affordable amount moving forwardHad Ms [redacted] called us about additional fee consideration we would have reviewed this for her and make a recommendation that would be both fair and equitable.Our office is and will remain in contact with Ms [redacted] ; however, this complaint has only delayed the time frame that a review of this nature would normally takeAs always, we request that our clients contact us directly if they have concerns about their case.If you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely,Wall &AssociatesBy: Brandon G [redacted] , Quality Assurance Manager

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

Dear Ms***, We are again responding to Ms***’s continued comments and rebuttalsIt is very apparent that Ms [redacted] has no intention of taking our statements as fact, even though that is what we have provided to herThis process of back and forth with Ms [redacted] does not seem to be fixing the complaint, although we have tried to do soMs [redacted] continues to state inaccuracies in attempts to complain against our companyIn good faith again with the client, and to resolve this complaint, we will offer to increase the refund amount to $350, which was her original monthly fee for our services when she signed upWe will send the necessary paperwork to her to sign if she is agreeable to this resolutionWe have worked very hard for Mrs [redacted] and tried to assist with her caseOur work helped her to avoid IRS bank and wage levies, seizures, and other intrusive collection actionThis refund offer is only a means to reconcile this complaint that continues to stay unresolvedWe hope that we can bring this matter to a close as soon as possibleMs [redacted] states she will have her tax matter resolved with the IRS before the end of Given this quick timeframe for expected resolution, we are sure that she will either pay the debt in full, or the IRS will provide her with a monthly installment agreementThough she will pay a monthly payment to the IRS, interest and penalties will continue to accrue on her balance dueWe have offered Ms [redacted] several optionsMost recently, this week, as you may have seen since you were copied on the email, Ms [redacted] contacted her case team manager regarding billing suspensions to our officeWe are not even sure what she is referring to as she has not been billed by our office in some time now The email from her seemed to infer that we would eventually continue work for her as well after the Revdex.com matter resolvesTherefore we are left questioning Ms***’s intentions for our servicesIf Ms [redacted] would like to see the assistance of an independent arbitration service, we are open to proceeding with that route as well to resolve this matterNot only does Wall & Associates, Inctypically refer matters to the [redacted] Group for arbitration, but as you know, we have used the Revdex.com arbitration service in the past as well which helped to resolve the mattersMs [redacted] would have to decide as to whether she is willing to pay the fees for such service howeverIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely, Wall & Associates, Inc

Wall and associates really did help me outThey did everything they said they would and I had no issuesDefinitely going to be recommending them

Dear [redacted] ,We are writing in timely response to the above referenced complaint received on November 7, (copy enclosed)We are sorry to hear that our previous response and offer to look into and discuss the possibility of fee consideration with the client did not resolve *** [redacted] concerns[redacted] additional comments state that we offered to waive further payments; however, our previous response only indicated that we would be willing to look into fee consideration and discuss potential options with the clientWe did not specify in the previous response any type of consideration we were willing to offerWe realize the stress the [redacted] can cause for our clients, and that our clients all want a fast and immediate resolution to the issueUnfortunately, we can not provide a guaranteed timeframe to any client as to when their tax problem will have a final fixWe do though work hard to move case issues as quickly as we can and to work towards the best possible outcome for our clients.We have worked diligently on resolving her case and did the necessary case planning to get to the point for a submission of a viable Offer in CompromiseFurthermore, we negotiated with the original Offer Examiner and filed an Appeal which is currently being reviewed by the Settlement Officer.We are committed to resolving this issue with [redacted] and we want to see her Offer in Compromise through to acceptance by the ***At this time we are willing to offer [redacted] a refund of her the September, October, and November monthly fees and we will also cap her fee at that timeThis would mean [redacted] will no longer be charged monthly fees by our officeWe are offering this to show our commitment to excellent customer service and to resolve a customer concernWe work hard to please all of our clients and we hope to do so in this situation as well.As always, please contact our office if any further information is requiredThank you for your assistance in this matterSincerely, [redacted]

WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114October 20, 2016By E-mail: complaints [redacted] Revdex.com Serving Central Virginia AT1N: [redacted] Moorefield Park DrSuite 300Richmond, VA 23236RE: 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 June of for administrative tax representation.Our office has reached out to Mr [redacted] in regards to his concerns related to a partial refund for services we provided.Several attempts to reach him were made and to date we have been unable to reach himIf he wishes to speak with someone in regards to his refund request he can call us at 800-989-Someone will be available to take his call.If you require any further information, please contact our officeThank 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.] 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]

We signed up with Wall & Associates, Incon May 3, on behalf of my father and his IRS issues No progress has been made We have sent them all documentation they have requested They were, first of all, to stop all IRS garnishments against my father's retirement and social security pensions This has yet to be accomplished Yet they continue sending us a monthly bill for their services

Dear [redacted] We are writing in timely response to the above referenced complaint received on September23, (copy [redacted] )Mr& Mrs [redacted] sought out and hired our services in July foradministrative tax representation.Upon receipt of Mr& Mrs [redacted] ’s case in the late afternoon of July 2, 2014, Power ofAttorney forms were immediately filed with the [redacted] (***) to inform them ofour representationFormal correspondence was also sent to the [redacted] that day that requested that theiraccount be placed into a Currently Non-Collectible Status and help ensure that they were protectedfrom possible aggressive collection action by the ***An introductory letter was also sent directlyto Mr& Mrs [redacted] that provided them with our contact information and some items to expectover the course of their caseWe then attempted to reach the [redacted] s that day as well, but wereunable to speak with them directly or leave a voicemail message as their voicemail box had not beenset upThe following day, July 3, 2014, we called the [redacted] and it was determined after speaking with [redacted] that there were two separate liabilities, mirrored accounts according to the ***, in which Mr[redacted] ’s balance due was calculated at approximately $11,for tax years 2003, 2006, 2008,2009, 2010, 2011, and 2012, and Mrs [redacted] ’s at $4,for tax years 2003, 2009, 2010, 2011,and During this call it was also concluded that Mr [redacted] ’s account was with the TaxpayerAdvocate Service and Mrs [redacted] had entered into an Installment Agreement in the amount of $100per month due on the twenty eighth of each month prior to our representationWe also obtained theCollection Statute Expiration Dates for Mrs [redacted] ’s accountAccount transcripts were thenordered to verify the information provided by the representativeWe again attempted to reach Mr&Mrs [redacted] on two additional phone numbers listed in the initial information received with theircase, but we were unable to speak with either one directly,and voicemail messages left each time.Since we had not received any communication from the [redacted] , we tried to reach them again onJuly 7, 2014, but to no avail and another voicemail messagehad to be leftImmediately following,correspondence was mailed to them that detailed our previousattempts to reach them and alsorequested specific financial information and previouslyfiled tax returns in order to begin evaluatingpossible options for the resolution of their caseLaterthat day, we returned a call to Mr [redacted] andduring our conversation, he deferred to Mrs [redacted] todiscuss the case further as he indicated thatshe would be the primary point of contact for the caseMrs[redacted] then called into the office, andwe discussed the background of the case with her,specifically regarding the Innocent Spouse claimshe had filed for the previous balance when she and Mr[redacted] had separated for a timeShe alsoinformed us that even though they were reunited a short timelater and continued to file joint returns,the [redacted] had continued to split their liabilities intomirrored accountsAt the conclusion of theconversation, we scheduled a follow up call for July 25,2014.In the meantime, on July 8, 2014, we again spoke with Mrs[redacted] and confirmed the dateand time of our upcoming callWe again contacted the [redacted] ontwo separate occasions and spoke [redacted] , on July 10, 2014, to gather additional recordsregarding the split liability accounts whichwere received in our office that dayThen on July 14, 2014,Mrs [redacted] sent E-mail correspondenceto our office which informed us of her intent to supply thepreviously requested financial informationfor review and also discussed the sale of her camperHerE-mail correspondence went on to discussher feelings regarding the [redacted] treatment of her taxsituationThe E-mail also mentioned the ***Installment Agreement payment for June of which she hadcanceled online and at that time hadalso noticed that Mr [redacted] had been added back to heraccount with the ***All of this she stated,may have been related to the prior contact that they hadwith the Taxpayer Advocate ServiceWeplaced a call to Mrs [redacted] that day in response to herE-mail correspondence and confirmed receiptof her E-mail as well as a fax that she had sent to ourofficeDuring the call, we also discussed thepossibility of the split accounts being rejoined and advisedher that we would follow up with the ***as quickly as possibleThen on July 22, 2014, we returned aphone call to [redacted] with the [redacted] Automated Collection System (ACS), anddiscussed the case brieflyWe then returneda call to Mrs [redacted] that day and she stated that shewanted to inform us that Ms [redacted] would becontacting our office and we confirmed our communicationwith Ms [redacted] earlier that dayInconversation, Mrs [redacted] also indicated that she hadwritten a strongly worded letter to [redacted] concerning her feeling that the [redacted] was incompetentand the representatives of the [redacted] withwhom she spoke before hiring our company were rudeAt theconclusion of the call, we againconfirmed our follow up call for July 25, We thencontacted Mrs [redacted] for the scheduledcall and discussed the information that we had obtained fromthe ***, the Innocent Spouse claim thatMrs [redacted] had previously filed, and also reviewed theirfinancial situation in detail to beginassessing options for the final outcome of their case.On August 18, 2014, we returned a call to Mr [redacted] buthad to leave a voicemail message.Later on, Mr [redacted] returned our call and we discussedthe request for Currently Non-Collectiblestatus that had been submitted to the [redacted] on their behalfpreviouslyWe also discussed the financialstatement that we had reviewed with Mrs [redacted] thepreceding monthMr [redacted] then voiced hisdesire for the case to be completed by the end of the month.However, we did explain to him that thiswas a difficult goal to reach given the fact that the taxmatter dated back yearsWe did, however,reassure Mr [redacted] that we would work towards a finalresolution as quickly as possibleThen onAugust 25, 2014, we placed a follow up call to ACS regardingthe request for Currently Non-Collectible status and were advised by therepresentative, [redacted] that our request was currently under review buthad yet to be assigned to a particularagentWe also requested that the split liability accountsbe combined and [redacted] resisted, butwent on to discuss [redacted] account as well andprovided detailed information regarding theInnocent Spouse claim which had been filedShe informed usof very private and personalinformation listed by the client in the Innocent Spouseclaim, and that police reports accompanied theoriginal request; however, it was ultimately deniedTherepresentative again confirmed theInstallment Agreement that Mrs [redacted] had established andadvised our office that she was injeopardy of defaulting that agreementAt the conclusion ofthe call, the agent advised that the requestfor Currently Non-Collectible Status would have to bereviewed in its entirety before the splitaccounts could be combinedWe followed up with Mrs[redacted] directly after this call and informedher of our conversation with the [redacted] and further discussedthe previously filed Innocent Spouse claim.Mrs [redacted] also informed us that she didn’t feel that theaccounts were actually mirrored at the ***since [redacted] liability was more than hers and thatshe had estimated a balance due ofapproximately $5,once the separate accounts were joined.She also voiced her discord with Mr[redacted] to the case team that day.On September 9, 2014, we began preparing Form 911, Requestfor Taxpayer AdvocateService Assistance, in order to work towards a resolution ofthe separate accounts and this documentwas completed and faxed to the appropriate office thefollowing dayWe were contacted that sameday, September 10, 2014, by an employee of that group, [redacted] but unfortunately were unable tospeak with him initially and had to leave two voicemailmessages with his officeWe then contacted [redacted] on September 12, 2014, and were unable to speakwith him directly at that time [redacted] ***returned our call later that day and informed us that wewould be contacted by an advocate no laterthan September 18, We then immediately contacted Mrs[redacted] and provided this informationto her and she expressed her gratitude towards the caseteamA letter was also sent to Mr& Mrs[redacted] on September 12, 2014, that provided a reminder tothem to provide copies of all noticesreceived from the [redacted] to our office for review.Subsequently, we were not contacted as scheduled onSeptember 18, 2014, but were able to speak with [redacted] of the Taxpayer Advocate Servicethe next dayDuring our call with Mr [redacted] , he advised usthat it appeared that Mrs [redacted] previous installment agreement payments had been applied toMr [redacted] account but wouldreview this matter further and follow up with our office nolater than October 6, Upon ourconversation with Mr [redacted] , we spoke with Mrs [redacted] and provided an update on the status oftheir case to which Mrs [redacted] again conveyed herappreciation to the team.Then on September 24, 2014, Mr [redacted] voiced concernsregarding their case and demandeda refund of the fees paid to our companyMr [redacted] wasthen immediately referred to our ClientServices Group to review the case, assist with any issues,and address his request for a refund.In Mr& Mrs [redacted] complaint, it declares thatthey were promised that liens would beremoved from their home immediatelyUnfortunately,throughout the duration of the case, it wasnever noted or mentioned to the case team that the lien wasobstructing them currently and or theirneeds to have it removedTax liens are placed by the [redacted] tosecure the ***’s interest due to an activedebt by the taxpayerThey are similar to a judgment filedagainst anyone with an outstanding debt.Typically, we ensure liens are released at the conclusion ofa client’s case after resolution has beenachievedThere may be other options for lien releasesbefore tax debts are fully resolved but theyare difficult to negotiateCertainly if the clients hadaddressed the concern of the lien to the caseteam, the removal options would have been reviewed anddiscussed with the [redacted] immediately.Mr& Mrs [redacted] complaintalso declares that an Attorney they had contacted called the [redacted] on their behalf and effectively achieved the outcomethey desiredOur office had been workingon this with the [redacted] since the time they became clients.Additionally, their statement proclaimed thatthe [redacted] has no notes in their files of our office workingthe caseWall & Associates, Incworked withdifferent [redacted] employees over the term of the agreement.Furthermore, employees working on the casecoordinated with the Revenue Officer about the extent of thetaxes due, the Taxpayer AdvocateOffice, and planned enforcement if there was no progress.Moreover, in the [redacted] ’ complaint, it indicated thatthey continued to receive notices formthe [redacted] regarding their liabilityThis correct and is alegal requirement of the ***Even though ataxpayer has [redacted] representation, the [redacted] still sends noticesto the taxpayers, and copies therepresentative on the notices issuedThis is a requirementin the Internal Revenue CodeThis is whywe advise clients to let us know of any notices they doreceive so that we can confirm we havereceived the notice as wellWe also advise clients of ourplanned response to the notices.Finally, the [redacted] complaint indicates that they hiredour services on April 10, Perour records, *** [redacted] contacted our company onJune 24, and signed their contract withus on July 2, We had no ability to perform any workfor them prior to July 2, as they hadnot signed up with us prior to that date.We would be glad to discuss the case further and the workthat was performed with the [redacted] We are also open to discuss the options for feeconsideration with them so that we cancontinue work on this matterWhile it is unfortunate wecould not resolve this matter internally withthe clients, please be aware that the attempts to do so weremadeIt does become difficult to dealwith two spouses who are not on good terms with each other.We put forth great effort to do so andkeep both spouses contentWe would like to continue workfor them despite those difficulties.If you require any further information, please contact ourofficeThank you for your time andassistance with this matter

Dear MrAtkisson: Please find the attached follow up response to the complaint first filed with the Revdex.com Serving Central Virginia on [redacted] *** regarding [redacted] (Case #: [redacted] )If you require any further information, please contact our office Sincerely, [redacted] e, 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.] Regards, [redacted] Dear Mrs***, First and foremost I only contacted Walls and Associates and asked them to stop contacting meI’ve not once contacted them since I contacted Revdex.com for the second time for anything other than thatI did this because I was tired of receiving calls and letters from a Ms [redacted] *** I paid Walls & Associates for a service that was guaranteed that was never rendered and I still owe the IRS more than $I paid this company a lot of money and I want it back and the only way I will settle is for the $4800.00, other than that I won’t settle