Wall & Associates

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] I want you to know about additional issues I have with Wall & AssociatesAt my first visit I did not get a copy of the contract that I signedIt was mailed to me about days laterThere were some dates added as to when I would be making future payments that was not there when I signed.I called the salesman (Tom C [redacted] ) and told him this was incorrectSince I receive my checks once a month I can only make payments monthlyI know I would not have agreed to make earlier payments for that reasonAt that time I disclosed my incomeWe also made an agreement not to withdraw any money from my account without speaking to me firstThey did not adhere to this and later took money without speaking to meThis resulted in Wall reversing the payment with my bank.When I had my first visit I had the impression this would take 3-monthsI don't know whether it was said or implies.I also said at the first visit that my income taxes were not yet filed for The response was we'll take care of itI assumed they meant they would file itIn July I received a call threatening to put a stop work order on my accountI was so upset because it seemed like nothing was being doneI felt taken advantage of and told them I was going to call Revdex.com.At that time I was told my account would be credited for June and July ($800)My latest statement dated Octstill shows I owe a balance of $In August I sent back a form that I signed even though the income was incorrectI told them this in a phone call and was told they would have to redo it I received a call in September asking when I was going to pay my bill even though I had til end of month according to my agreement with themNow today I received a call saying everything is set except I need to get my taxes done which I am sure now has interest and fines addedIf I stop their services I feel like I'll be in big trouble with [redacted] and now they have put the blame on me for not having my taxes doneI feel stuck and scammedIf I could afford a lawyer I'd get one don't believe anything they say at this point

Dear Ms***, We are writing in timely response to the complaint made by Mr [redacted] received on June 1, (copy enclosed)Mr [redacted] hired Wall & Associates, Incfor administrative tax representation before the taxing authorities to assist in resolving his 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, and often times there are minor road blocks or issues that come up along the way that must be addressed before a resolution can be finalizedA substantial amount of work has been completed on Mr [redacted] ’s caseUpon receipt of the case on July 19, 2012, the case team submitted the IRS Power of Attorney forms for processingAdditionally, we contacted the IRS that day and the representative notified our office that Mr [redacted] had not filed taxes for several years, including The representative also notified our office that the IRS had completed a Substitute for Return for tax year which had a liability of $63,We requested transcripts to validate this information and also assist Mr [redacted] with getting compliant with his filing requirementsWe spoke with Mr [redacted] later that day and introduced him to the team which would be handling his case Additionally, we notified him of our conversation with the IRSWe scheduled a conference call with Mr [redacted] to discuss his liability at length and the initial plan to move forward towards resolution of his tax matterA letter was then mailed for Mr [redacted] which requested specific financial documentation for our office to being evaluating his financial situation and plan for a resolution for his tax matter as a wholeSubsequently, we mailed a request to the IRS which requested a collections hold on his liabilityWe filed a Collection Due Process Hearing request with the IRS on July 20, in response to the final notice Mr [redacted] had previously received from the IRSOn August 6, 2012, our office contacted the IRS and ordered the remaining transcripts needed to fully evaluate his caseAdditionally, Mr [redacted] notified our accounting department of an issue with his payment and requested a refund so that the fees could be paid by other meansOur Accounting department refunded the fees and placed Mr [redacted] s account into a stop work status as other payment arrangements had not been setOn August 24, 2012, Mr [redacted] made other payment arrangements and brought his account with us to an active statusBy August 29, 2012, our office had not received all of the transcripts from the IRSWe called the IRS on multiple occasions throughout the next several days in order to obtain all the necessary informationAdditionally on August 29, 2012, our office submitted a request to our sister company [redacted] for their assistance in the preparation of Mr [redacted] ’s unfiled tax returnsWe then contacted Mr [redacted] to update him on his case status and the referralThroughout September we maintained communication with Mr [redacted] on the status of his case and the need for the financial documentation we had previously requestedWe contacted Mr [redacted] on October 18, to discuss the upcoming Collection Due Process Hearing with the IRS and the documentation we needed from him in order to comply with the IRS request for documentation, however a message had to be leftWe mailed a follow up letter to Mr [redacted] requesting the specific documentation requiredWe did speak with Mr [redacted] the following day regarding the information we neededWe held the Collection Due Process Hearing with the IRS Settlement Officer on October 23, At that time, the Settlement Office granted us one week for submit the tax returns for 2007-for processing with the IRSWe immediately followed up with Mr [redacted] regarding the outcome of the hearing and notified him of the deadline of October 30, to file the tax returnsSubsequently, we also emailed Mr [redacted] the wage and income information to assist him in getting the tax returns prepared locallyOn October 30, 2012, our office contacted Mr [redacted] for an update on the status of the returns being prepared and he notified us that none were completed at that timeWe then immediately submitted a fax to the Settlement Officer requested additional time to provide the tax returnsAs of November 21, 2012, our office had not received the tax returns form Mr [redacted] We spoke with him that day and he advised our office that someone locally was working on preparing the returns and they were not completed at that timeWe followed up with the Settlement Officer on November 26, and a message was left requested a return callOur office received the Notice of Determination sustaining the lien filing against Mr [redacted] as a result of the collection Due Process Hearing on December 10, We contacted Mr [redacted] that day but had to leave a message requesting a return callThis is a part of the process that we are accustomed to seeing with the IRS and it is very rare that the IRS would withdraw or delete a lien in this situationWe spoke with Mr [redacted] on January 10, and he notified us that the tax returns for 2002-had been completed by the preparerIt was requested that he provide these returns to our office for review and submission to the IRS for processingWe additionally discussed the upcoming filing deadline for tax year and advised Mr [redacted] to have it completed timelyWe received the tax returns on January 24, and reviewed them for accuracyUpon completion of our review, we submitted them to the IRS for processingWe contacted the IRS Automated Collection Services (ACS) on February 26, and obtained a collection hold on Mr [redacted] ’s account while the tax returns processed This request was not granted and we called again on March 8, and obtained a day collection hold on his accountOn March 15, 2013, we contacted Mr [redacted] to discuss his case status and a message was leftWe contacted the IRS Automated Collection Services (ACS) department on April 10, and were advised that the 2006, and tax returns had posted to Mr [redacted] ’s accountThe remaining returns were still processing; therefore, an additional collection hold of days was granted to allow time for the processing of the remaining returnsOn April 17, 2013, we spoke with Mr [redacted] and he advised us that the Tax return was filed with a balance owedWe then provided Mr [redacted] with a case status updateSubsequently, we mailed Mr [redacted] a letter regarding Estimated Tax Payments to ensure he was complaint with payments to keep him from having a liability for During May 2013, the case team submitted a request to the IRS for Mr [redacted] ’s case to be placed into a Currently Non-Collectable status, as Mr [redacted] did not have the means to pay on his liability, and could not risk suffering IRS leviesWe also maintained communication with Mr [redacted] regarding the status of his caseOur office contacted the IRS on June 5, and were notified that the tax returns for 2002, 2003, 2006, 2007, 2008, 2009, and had all postedThe total liability for all tax years owed was currently $138, Additionally, the IRS granted our office a week hold for us to work out options for resolutionThe case team updated the IRS Form 433-A Collection Information Statement on June 19, We then mailed the form to Mr [redacted] for his review and requested specific financial documentation to support the information listed on the formWe followed up with Mr [redacted] on July 19, regarding his review of the form and the documentation we requestedMr [redacted] advised our office that the information would be emailed to usWe received the financial documentation from Mr [redacted] via email on August 5, Our office then began working on completing the financial form from the documentation he providedWe spoke with Mr [redacted] on September 10, regarding the financial documentation and the remaining information needed to finalize the formOur office submitted another request to the IRS to ensure collection holds had been placed on Mr [redacted] ’s accountWe spoke with Mr [redacted] again in detail regarding the financial statement on October 25, We discussed with Mr [redacted] the need to have income and expense information for his wife even though she was not liable for the taxesWe explained the reasons for this to the client and he let us know he would email the information to usWe spoke with Mr [redacted] on November 22, regarding the financial statementHe advised us of some recent changes in his financial situationWe verbally updated the IRS form 433-A over the phone with the changesAs of December 13, 2013, we had not received the financial information and we contacted Mr [redacted] and left a messageAdditionally, we sent him a letter regarding the upcoming deadline for the tax returnOn January 17, 2014, we spoke with Mr [redacted] regarding the financial changes he notified us of in NovemberWe again requested the financial documentation to substantiate these changesAdditionally, we discussed the foreclosure of his home and his upcoming moveWe then sent Mr [redacted] a letter as a follto our conversation and requesting the needed documentationOn March 21, 2014, we spoke with Mr [redacted] regarding the upcoming filing deadline for the Tax Return and that Mr [redacted] did not expect a liability when he filed the returnOur office contacted the IRS on March 21, to ensure collection holds were still placed on the accountA day hold was granted by the representative we spoke withWe contacted the IRS again on March 31, and obtained a day collection hold on Mr [redacted] ’s accountOn April 28, 2014, we received the financial documentation from Mr [redacted] We notified Mr [redacted] of receipt that day and began updating his form 43-A Collection Information statement with the information he providedUpon completion of the form we contacted Mr [redacted] on May 23, and scheduled a conference call to discuss his case options in detail for May 29, We called Mr [redacted] on May 29, for the scheduled call and message was leftThe following day, we spoke with Mr [redacted] and discussed our review of the 433-A form, along with the IRS’s methods for calculating the ability to pay and Offer amountsAdditionally, we discussed income and expense allocation for his non-liable spouseMr [redacted] notified us that the additional documentation we would need would be providedOn June 18, 2014, our office received the remaining financial documentation from Mr [redacted] We followed up with Mr [redacted] that day regarding receipt of itAfter completion of the financial statement we mailed it to him on July 17, for his review and signatureOn July 29, in response to a final collection notice from the IRS we prepared and submitted a Collection Due Process Hearing Request to the IRSWe spoke with Mr [redacted] regarding this on August 15, After receipt of the notice from the IRS scheduling the Collection Due Process Hearing we contacted Mr [redacted] and sent him a letter regarding the upcoming hearing and the documentation we required from him for this particular hearingThe IRS had asked for more current information regarding his financial picture than what they had on file This is also a IRS procedure we are accustomed to with any client’s caseOur office held the hearing on October 8, with the Settlement OfficerWe were unable to provide the requested financial documentation as we had not received it form Mr [redacted] The Settlement Officer granted an extension until October 28, to provide it for preview and consideration Subsequently, we spoke with Mr [redacted] and sent him a letter again requesting the documentation requiredAs of October 28, 2014, our office had not received the documentation from Mr [redacted] We called and sent a fax to the Settlement Officer requesting additional time to provide the documentation On October 29, 2014, we spoke with the Settlement Officer and were granted an extension until November 12, We then followed up with Mr [redacted] regarding the needed documentationOn November 12, 2014, our office had not received the documentationfrom Mr [redacted] were unable to obtain further extensions of time to provide the information to the Settlement OfficerOur office received the Notice of Determination on November 25, regarding the outcome of the Collection Due Process Hearing and the sustainment of the lien filingWe contacted Mr [redacted] that day and discussed the notice with him and the plan to move forward towards a resolution of his caseWe spoke with Mr [redacted] regarding his case in December and again requested the financial documentation neededOn January 30, 2015, we spoke with Mr [redacted] again regarding the form 433- A Collection Information Statement and what could be expected from the IRS upon their review of this formWe again discussed the importance of having the non-liable spouse’s financial information to accurately allocate expenses which could adjust the 433-A form We spoke with Mr [redacted] on February 25, and notified him of the collection hold on his accountOn April 2015, we spoke with Mr [redacted] regarding the IRS lien filing and he notified us of a deed that was being filed and the lien could halt the process of the home situationWe spoke with the IRS on April 10, and were informed of a wage levy that was issued against Mr [redacted] The IRS requested financial documentation in order to release the levyWe advised the IRS representative of the previous collection hold granted on Mr [redacted] s account through May 5, and the representative agreed to release the levy that dayWe then contacted Mr [redacted] that day to provide him with a detailed case status updateWe reached out to Mr [redacted] on multiple occasions on April 13, and were finally able to reach himDuring our conversation, Mr [redacted] indicated that he wished to terminate servicesHis case was immediately referred to our Client Services Group for them to review his case and resolve any concerns or requests that Mr [redacted] hadOur office was doing all things possible to keep collections from the IRS at bay and working on planning for a viable resolution for Mr [redacted] ’s tax liabilityWithout the proper documentation, we were unable to do the necessary case planning and solidify a plan to resolve the liability The process of convincing tax collection personnel to adjust a tax account requires detailed records of the taxpayer’s financesThis is why we request the financial documentation frequently throughout the caseOur office requested documentation regarding the non-liable spouse from Mr [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 are sorry to hear that Mr [redacted] feels that we took advantage of himOur goal was to successfully get Mr [redacted] complaint with all filing requirements and complete a resolution with the IRS to resolve his tax liabilitiesWe were actively working on the IRS form 433-A Collection Information Statement in order to accurately calculate Mr [redacted] ’s payment potential to the IRS Unfortunately, not receiving all of the financial records and documentation we needed halted our progress and we were unable to fully complete the formMr [redacted] ’s comments states that we did not stop garnishments and property liensAs our summary indicated, we successfully held off collections by the IRS on Mr [redacted] throughout the duration of his caseIn the event an IRS levy was issued, we immediately had it releasedWall & Associates, Inc has not completed any work on Mr [redacted] ’s case since he terminated services; therefore, if he is currently being levied, it is because our collection holds have expiredAdditionally, the IRS will file a Federal Tax LienWhile our office went through the Appeals Process for the filing of the lien, we were unable to get it released with the IRSA federal tax lien is the government’s legal claim against property when a taxpayer owes a debtThe lien protects the government’s interest in all propertyWhile the tax lien is there, it does not mean the IRS will immediately seize the propertyOnce a resolution is completed and paid in full with the IRS, Tax Liens are released Part of our service involves credit clewith our clients to ensure tax liens are released, and that the credit bureaus are notified of this Unfortunately, we did not get to the point of a resolution being accepted and paid when Mr [redacted] terminated services with our companyUltimately, we put forth great effort on Mr [redacted] ’s behalf, and we want to resolve this complaint with the clientWe are open to discuss the options for fee consideration with him 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 Mr [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with his caseIf any additional information is required, please contact our office directlyThank you for your time and assistance with this matterSincerely

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

I obtained the services of Wall & Associates to settle my tax debt and am grateful I made the decision to go with this firmThey were extremely thorough, professional, highly communicative and they settled my IRS debt for a fraction of what was owedI would not have been able to pay this debt without their help and would recommend their service to anyone

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 May of for administrative tax representationI have reviewed Mr [redacted] 's case in detailMr [redacted] was referred to our Client Services Group in response to information he had provided the case team stating he was going through a financial hardshipOur Client Services Group did offer fee consideration in an attempt to help him during this timeHe agreed to accept this form of fee consideration, but was requesting a more comprehensive form of fee consideration that our office just could not authorizeWhile Mr [redacted] 's case was with our Client Service Group he raised several issues that we feel could be easily addressedOne of the concerns he raised was in regards to the number of individuals who have worked on his caseHe stated it felt like he had to start over again every time he called in as he spoke to a different member of his teamIf Mr [redacted] desires a "single" contact at our office, who is a member of his case team, we can easily accommodate that requestIt appears Mr [redacted] had already stated he preferred one individual on the teamIn Mr [redacted] 's complaint he stated that he doesn't get return phone calls in a timely mannerPart of the reason our office utilizes teams is because we are frequently on the phone with the Internal Revenue Service, state taxing authorities, or other clientsTeams make it easier for someone to always be availableSince Mr [redacted] prefers to speak to one individual part of the issue could be that they were unavailable at that timeOur office does have a strict policy of returning all calls received, during business hours, that same day; He would have received a return phone call by close of business on the day he contacted us· I have contacted our accounting office and as of February 02, Mr [redacted] 's case is still active, he has not been dropped as a client, and his case hasn't been placed on a stop work statusOur office submitted an Offer-In-Compromise to the Internal Revenue Service in November on his behalf which is in queue to be assigned an ofter examinerWe would like nothing more than to resolve M.r [redacted] 's concerns regarding the services we are providing and to finish his caseWe request that he once again reach out to our office and allow us to work with him in making am~ngements with us to prevent his case from moving into a stop work statusIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely, Wall & Associates, Inc

Dear Ms***,We are writing in timely response to the above referenced complaint received on March24, (copy [redacted] )Mr [redacted] sought out and hired our services in March foradministrative tax representation The case team rapidly acted on the clients’ case to begin workon review of additional taxes the IRS had proposed against the clients.A substantial amount of work has been completed on Mr [redacted] case upon hiring ourservices for administrative tax resolution for the Internal Revenue Service (IRS) on March 21,Upon receipt of the case and our initial review of Mr [redacted] tax matter, we determined thedebt was not as large as Mr [redacted] initially thought when he hired our serviceAdditionally, ouroffice prepared and submitted an Offer in Compromise on Mr [redacted] behalf to the IRS in orderto ultimately resolve his tax liabilityTo our knowledge, the Offer in Compromise is still openand pending with the IRS Offer in Compromise departmentThe IRS has set a deadline of March30, to provide additional documentation for the continued review and consideration of theOffer in Compromise.Furthermore, we are also working to have the debt removed totally through an insolvencyprocess with IRSPrior to the complaint being filed, our office was in communication with Mr[redacted] regarding his concernsTo resolve this complaint, we have reached out to Mr***directly so that we can provide fee consideration and continue to work to resolve his tax matterHehas requested to speak to only one caseworker on his team and we most certainly will comply withthat requestIn addition, we had previously capped his monthly fees, meaning no further monthlyfees would be required for his caseWe have resolved this directly with Mr [redacted] at this timeWe ask that you please notatethis complaint as closed as administratively resolvedIf you require any further information, please contact our officeThank you for your timeand assistance with this matter

Dear [redacted] ***, We are writing in timely response to the above referenced complaint received on October 4, ( [redacted] ) [redacted] sought out and hired our services in January for administrative tax representationThe case team rapidly acted on *** [redacted] ’ case upon receipt and began working towards resolving the tax liability We began work on the case on January 22, We contacted the clients via telephone that day, introduced the team that would be working with them and discussed the caseIn addition, [redacted] expressed to us that the current [redacted] wage levy has been placing him in a severe financial hardship and the team re-assured him that we will do everything we can to release it The same day we sent an introductory letter to [redacted] to explain aspects of the resolution process with the taxing authoritiesAn E-mail message with our contact information and the team members’ names was also sent to [redacted] per his requestWe then immediately proceeded with filing the Power of Attorney (POA) forms to the Centralized Authorization File (CAF) Unit with the [redacted] (***) We then contacted the [redacted] (***) and were informed that and Civil Penalty balances totaled to approximately $46,During the call, we were able to successfully negotiate a full release of the wage levy against [redacted] wagesThe team also requested copies of [redacted] Account Transcripts for the years in question We then immediately contacted [redacted] via telephone and E-mail and advised him of the levy releaseAdditionally, we requested specific financial information that we would need to review possible resolutions to the caseA letter was then mailed to the [redacted] requesting that the account be placed in a Currently Non- Collectible status.On January 30, 2014, we again phoned [redacted] and left a voice messageOn February 5, 2014, we left another messageWe did speak with him on February 6, 2014, and were able to schedule a conference call for February 17, A reminder letter was then mailed to [redacted] via postal mail and E-mail The team then worked to prepare [redacted] form 433-A, Collection Information Statement for Wage Earners and Self-Employed Individuals, based on all of the information we had received from the [redacted] to dateOn February 17, 2014, the case team contacted [redacted] for the scheduled conference callWe were able to discuss the financial information that was needed to finalize form 433-A, as we had not yet received those documents [redacted] advised that he would gather the required documents and forward those to our officeWe also discussed their previous bankruptcy filing and gathered information about [redacted] ' childcare expensesWe requested that [redacted] keep us informed if they were to experience any changes in their income or expenses, as these actions may affect the course of their case On March 7, 2014, the team sent [redacted] a letter reminding them of the Form filing deadline and if needed we could assist them with having an extension filed by [redacted] We then discussed this matter with [redacted] via telephone and he advised the team that he would not need an extension this year, as his accountant was working on the return The team continued to work on [redacted] ’ financial statement to plan for resolutionAfter we updated the financial statement using the current paystubs received, we then mailed [redacted] the updated Form 433-A on March 28, for their review We received a call from Mrs [redacted] on April 1, advising our office of financial changes forthcomingPursuant to our discussion, Mrs [redacted] advised that she would forward documents to substantiate the additional expensesThe case team continued to work with Mr & Mrs [redacted] on additional changes to their financial statementOn April 8, 2014, we contacted the clients to advise that we had not yet received the documents we discussed previously and left a voice messageWe received a call back from the clients, but the call dropped before we could speak with themWe immediately called Mrand Mrs [redacted] on all available telephone numbers and left multiple voice messages In April 2014, our company was alerted to the existence of ongoing phone scams in the U.Sin which callers posed as [redacted] employees demanding immediate paymentsAs a courtesy, we mailed a letter to the [redacted] ’ making them aware of this scam and asking them to refrain from engaging with anyone requesting direct fundsWe forwarded this letter to Mr& Mrs [redacted] on April 9, to make them aware of the danger posed by the scamAfter performing a case review, we determined that we still had not received the reviewed Form 433- A from Mrand Mrs [redacted] We sent another copy of the form to [redacted] ’ E-mail address requesting he review and notate the changes we previously discussed We were able to speak with [redacted] on May 23, We further discussed his financial situation and expenses during this call [redacted] requested that we E-mail the financial statement to his spouse and copy him on the messageThe team then made further changes to the financial statement per [redacted] ’ suggestions, and sent the letter via E-mail to both clientsPer our review of the form, we discussed options with [redacted] for his case He also told us of further changes he wished to make to the form We received a call from [redacted] on June 10, and he advised the team that he had arranged to sell his property and that the closing date was July 27, We discussed the Federal Tax Lien that had already been filed by the [redacted] on the property in questionThe team explained what typically happens in the event of a property sale with Federal Liens [redacted] The team explained to [redacted] that we were still working towards planning for a viable resolution to their tax debt and that our office could place a request with the [redacted] to remove the current tax liens but that it was not guaranteed they would be removed We had another lengthy conversation with [redacted] on June 10, and explained that it is unlikely the [redacted] could process and accept an Offer in Compromise by the closing date We discussed other options with him for the removal of the lien, such as Lien Withdrawal, Lien Discharge and Fresh Start Installment Agreement Lien Withdrawal with the clientThe team then continued to further research this matter and we again spoke with [redacted] on June 12, We discussed the possible options to have the lien released or removed with Mr [redacted] The team also explained the penalty abatement process to [redacted] The case team received copies of [redacted] ’ [redacted] Account Transcripts on June 18, from the ***We also spoke with [redacted] the same day and explained that we were working on providing him with the list of current balances due and penalties on the accountThe team then continued with the review of Mrand Mrs [redacted] ’ [redacted] transcripts We again spoke with [redacted] on June 19, and provided him with the balances for Form and Civil Penalty liabilities, as [redacted] previously requested this information The team again discussed the upcoming closing on the property with [redacted] We explained that, normally, the [redacted] would retain the funds covered under the Federal Tax Lien and release any remaining funds to the taxpayer in conjunction with the property saleMr [redacted] then requested to speak with a supervisor and the team supervisor immediately joined the conversation [redacted] advised that he wished to pay off the [redacted] balanceWe further discussed that option and then E-mailed [redacted] copies of his [redacted] Account Transcripts The team received a call from [redacted] on June 24, [redacted] requested directions for sending the proceeds from the sale to the [redacted] and the team discussed the process with himThe team then advised [redacted] that we could also submit a request to the credit reporting agencies in order to have the liens that were released removed from his report or reported as released to improve his scoreWe explained to [redacted] that we could also submit a request to remove penalties and corresponding interest from his tax accountHe advised us that he would think about whether he wants to pursue those options and would then contact us back with his decision The team contacted [redacted] and we again discussed his options now that the home was being sold [redacted] advised that he wished to have us perform the credit cle process and send in a penalty abatement request on this accountThe team then inquired about the lien release notices, which [redacted] should have received by that time [redacted] advised us that he did not have the lien release certificatesThe team then mailed Mr& Mrs [redacted] credit clean up authorization formsWe received another call from [redacted] on July 21, The team discussed the credit clean up forms with himThe team again reviewed the case file and determined that we have not yet received the credit clean up forms or the lien releases from [redacted] The team contacted ***’ Lien Department and requested copies of the lien releases to be forwarded to our officeThe team also prepared and submitted a penalty abatement request to the *** We spoke with [redacted] on August 15, regarding his case and the current statusWe again spoke with him on September 5, and advised that we still had not received the signed authorization forms we sent to him so that we could communicate with the credit agencies and complete the credit cleanup processWe mailed [redacted] another copy of credit clean up authorization form on September 15, The same day the team manager contacted [redacted] to discuss his concerns regarding his case [redacted] believed his case was completeThe manager explained that his case was still open and active as all of the required steps had not been completedIt was further explained to [redacted] that we needed the credit clean up authorization forms back from him [redacted] then informed us that he did not wish to pursue the credit cleanup process and that he wished to close out the caseIn addition, [redacted] advised that he had not received any of the letters previously sent to his mailing address which we verified The same day the team ordered [redacted] Account Transcripts for Forms and Civil Penalty for to periodThe case was then forwarded to upper management for a final review before closureOur accounting department was also notified of the submissionWe also sent [redacted] a letter confirming that he did not wish us to proceed with the credit cleprocess The team received another call from [redacted] on September 16, and Mr [redacted] advised us that he was promised a complete refund of all fees paid to our company by one of his caseworkers, and we informed [redacted] that we did not have such a conversation [redacted] was immediately referred to our Client Services Group to further address his concerns and request for a refund We were unable to complete the full work on the case that we normally complete for clientsFurthermore, there are options to review with the [redacted] for penalty abatement on the case which could result in refunds to the clientWe would be willing to offer that service at no fee to [redacted] if he wishes If you require any further information, please contact our officeThank you for your time and assistance with this matter Sincerely, Wall & Associates, Inc

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

Dear [redacted] ***,We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr MorganOur office is in receipt of the two sentence complaint and would like to respond to this client[redacted] alleges he hired Wall & Associates for administrative tax resolution services on April 11, According to the terms of our administrative tax controversy agreement the factually established start date is actually December 8, This would make his statement that our office has had a relationship with him for years factually inaccurate Subsequently, the alleged amount this client has paid our office is far off from the actual amount.This client is well aware of the ongoing communication attempts our office has undertaken on his behalfOur office made outbound calls to reach this client on July 29, 2016, August 31, 2016, September 30, 2016, October 31, 2016, November 23, 2016, and December 22, Subsequently this client’s account with Wall & Associates, Incwas placed on a stop work status in January of for non-payment and closed for non-payment in March Furthermore, this client was provided with ample opportunity to supply our office with time- relevant financial information that we would be able to utilize towards the resolution of his caseThe last case substantive information provided to our office was in March 2016.Our office was reasonable and thorough in our attempts to contact this client and perceived case delays can be attributable to the fact we have been unable to reach this client for close to months despite repeated attemptsOur office during this time continued to represent this client before the taxing authorities and as necessary communicate with any applicable taxing authorities to successful resolve his case and prevent aggressive collection action.Our office is unable to grant this client a refund, but our office is committed to customer satisfaction and would like to speak with the client to address many lingering concerns that he should haveOur office in the past has been able to work with clients with case concerns and ultimately achieve a favorable resolution to their caseWe encourage this client to reach out to us at [redacted] to see if any of these resources can be employed to help him.If you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,Wall & Assocaites, Inc.Brandon G [redacted]

Worse service everthey just give you the run aroundI went with Jonathan dP [redacted] (tax consultant) and give $depositThe very next day a called in to cancel service and to get a refund and it's been weeks and still don't get anything backI've been calling accounting and all they say is that they will call me back and never doWhich by the way the girl from accounting her name is SandyAlso I spoke to Jonathan dP [redacted] today and his answer back to me was ooookkkk ooookkkk clearly they don't careSo people be carefulWith this placeFor sure I'm going to Revdex.com and the local news to file a complaint

Their trying to resolve issues with the IRS could absolutely go on forever They charge $a month & $up front to even start working for you My case wasn't even that complicated & I quit after a year b/c couldn't keep up with the fees Don't really think for what they charge it was worth the hassle The IRS also is slow as Christmas getting anything done!

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied The only communication with the county was a recalled conversation as I requested back up for communication with the countyI was notified on March 26th via email because I requested the information"Enclosed, please find a copy of a letter, recounting the conversation with the county and all the notices that we have on fileIf you have any questions please call me at the number below." They did not even talk to anyone at the county till March I have the letter on fileAs far as a payment plan for county it was not offered till days ago when I have to call them again because the county sent me another letter stating the money due and they also stated that we had till */to dispute the chargesIf I am not mistaken that is what Walls & Associate were suppose to doThe county has no records of any disputeIT wasn't until April 17th that I received any information and that's because I called and or emailedThis is all I go for *K dollarsWalls and Associates did nothing but prolong the process to get more money, which I could have paid the county since it looks like I am going to have to do anyway

Dear Ms***, We are writing in timely response to the additional comments received for the above referenced complaint on May 22, We apologize if Ms [redacted] feels as though we delayed her case with working with the IRS on an Offer in CompromiseOur office maintained communication with the IRS and Ms [redacted] regarding the status of her offer and provided her with information on what to expectUnfortunately, our office is unable to determine exactly how long the IRS process will take in reviewing these requestsWe take all action possible to push the IRS to speed up their processing of Offers as we feel our clients should not have to be at the mercy of IRS response times due IRS understaffing and budget cutsWe do though have a very high acceptance rate of Offers in Compromise, and vast numbers of our Offers are accepted upon the first submissionBut, if needed, we do appeal any IRS decision to reject an Offer and make our arguments further with a previously uninvolved IRS Settlement OfficerOur office was prepared to argue and negotiate with the initial Offer in Compromise review unit as well as the Appeals Department if necessary for the acceptance of her Offer in CompromiseWe were doing all things necessary to successfully resolve Ms***’ tax liability for an amount both agreeable by her and the IRSUnfortunately, Ms [redacted] chose to terminate the services that we were providing to her which halted our assistance and negotiations with the Offer Examiner for the Offer in Compromise we planned and submitted on her behalfWe regret that she did not allow us to complete the negotiations and assist her in resolving her tax liabilityWhile it is our understanding that Ms [redacted] would like a refund of half the fees paid to our company for the services we renderedWe are willing to offer a refund of $2,We completed extensive work on her case and kept IRS collections at bay while we were working on the planning and submission of the Offer in Compromise to resolve her liability as a wholeWe make this refund offer not as an admission of liability to the client, but only to resolve this complaint in the interest of good customer serviceIf Ms [redacted] agrees to this refund, we ask that she contacts us directly so that we may initiate the refund processIf Ms [redacted] does not agree to this refund, we would also be glad to participate in the Revdex.com’s Arbitration program regarding the matter so that it can be resolved fullyWe understand that we may incur fees for holding arbitration, but we are accepting of those fees and would be glad to participate to facilitate the resolution of this dispute quickerIf you require any further information, please contact our officeThank you for your time and assistance with this matter

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] I have a second complaint with Wall & AssociatesMy complaint number is [redacted] I am disagreeing with the way that my complaint was resolvedWall & Associates did not offer to pay half of my money back like I requestedThey did not even mention reimbursementThey just wrote out some bogus information that does not match another set of information that they sent to meWall & Associates never tried to help resolve my tax situationThey were more concerned with me paying my dollars a monthThey did not follow up on my offer and compromiseThis offer and compromise was sent in on June I was told that they did not make any follow up callsIt is obvious that this company tried to prolong my case in order for me to keep paying dollars a month not to mention the 2,dollars that was required for me to pay before they excepted my caseI would like to get at least 5,dollars of my money back.I am diffinitely rejecting how this case was resolved.I would like to get an answer to if they are going to reimburse a portion of the over 10,dollars that I paid to these scammers.I also recently discovered that Wall & Associated has a D rating with the Better Business BeaurI would like to get at least half of the more than 10,dollars that I have paid to Wall & AssociateI also realize now that if I had just paid the IRS my tax situation would have been resolved by nowI was told by the IRS that at least 99% tax situations can be resolved without involving a third partyWall & Associated never informed me that they could not resolve my tax situationI still owe the exact amount that I stated off with except I have acquired about years of interest

RE: Ms [redacted] ***., Revdex.com Case#: [redacted] Dear Ms [redacted] , We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Ms***Ms [redacted] sought out and hired our services in March offor administrative tax representationMs [redacted] hired our company in connection with an outstanding tax balance for the tax yearMs [redacted] was a client of Wall & Associates, Incfor around days and did not provide the case team an adequate opportunity to address her tax controversyA lot of work goes into preparing a case file and setting it up for a successful resolutionThis requires the skills and competencies of a variety of people within our office and the initial fee is intended to offset this additional amount of workThe initial fee for a case is paid with the understanding that this will remunerate Wall & Associates, Incfor the initial work on a caseMs [redacted] was with us for a total of days and the same amount of work that goes into any case went into hers as wellIn her complaint Ms [redacted] states our company, did nothing, but this could not be further from the truthDuring the days she was a client of Wall & Associates, Incour office had already established ourselves as representing her before the IRS and the IRS was contacted to discuss her accountFurthermore, several calls were placed to Ms [redacted] in order to determine her current financial situation, including a call on March 23, to do a complete review of her financial situationWall & Associates, Incis not a fraud and we work very hard to ensure our clients receive fair and competent representation before the IRS and state taxing authoritiesOur office is more than willing to continue an open channel of communication with Ms [redacted] and would like nothing more than to represent her before the IRS regarding her tax controversyIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely, Wall & Associates, Inc

Revdex.com: I have reviewed the offer made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] I have copy of the contract we signCopy of the $5,money ordersCopy of the payments they took from my acoount while no work was being done I have Copy of the levys of the irs, and the $12,the irs TOOK from my account while supposedly wall and associates were working on my caseI spoke with trudy she told me that my attorney has not contacted her.After the irs took the 12,from my account and froze all my accounts I had no money at all I was under water and wall and associates contact me for another payment while a lien was place on me and a levy, they wanted more money or no work was goin to be doneWell no work is what happend since the begening$14,=wall and associates , irs= $12,= $total wow what do you think about that, and I have proof of all this documentsI spoke with the irs my self I confronted them and I end up resolving the matter my selfI have c Regards, [redacted] ***

Do not use this scamming companyI could see right off the start what they were up to when they missed the deadline for an appealDelays, that's what their after so they can keep charging their monthly fee's, leaving the client to believe they are actually working on your caseWhen they missed the appeal date, I fired them, now I'm trying to get my $back since they had done nothing to earn it, but they refusedI have disputed the credit card charge and in the process of starting a small claims case against them which could take some timeAfter giving wall and associates the boot, I negotiated my $tax issue down to $and had it paid within three business daysAGAIN, BE CAUTION OF WALL AND ASSOCIATES

Dear Ms***, We are writing in timely response to the above referenced complaint received on August 24, (copy [redacted] )Mr [redacted] sought out and hired our services in June for administrative tax representationBelow you will find a detailed account of the work performed on by our office on Mr [redacted] ’s behalf to resolve his liabilityA substantial amount of work has been completed on Mr [redacted] ’s case upon hiring our services for administrative tax resolution for the Internal Revenue Service (IRS) and Delaware Department of Revenue on June 10, The case team phoned him that day and discussed initial information regarding his tax matterA follow up phone call was scheduled for June 24, and a letter was sent to Mr [redacted] that day requesting certain financial documentation to evaluate his current financial situation and begin planning for potential resolution optionsThat same day, we filed Power of Attorney forms with both the Internal Revenue Service (IRS) and State of DelawareWe then called the Internal Revenue Service (IRS) and spoke with MsLeftawich who stated that Mr [redacted] did not have any balances at that time and we ordered transcripts to verify such We also called the Delaware Department of Revenue and were informed that Mr [redacted] ’s case had been assigned to a Revenue Officer, Mr [redacted] ***, and we immediately contacted him but had to leave a message requesting that he call us backOn June 13, 2014, we had not heard back from the Delaware Revenue Officer and we called him again to touch base and to make sure he had a copy of our Power of Attorney but had to leave a messageMr [redacted] called back later that day and provided his fax number so we could send him a direct copy of your Power of AttorneyOn June 16, 2014, we again followed up with Delaware for a compliance check to find out what balances were on the account and what the balances were stemming fromWe were informed that balances were due to assessments done by the state for tax years 1982, 1984, 1985, 1986, and as Mr [redacted] had not filed the tax returns originallyOn June 24, 2014, we held the previously scheduled conference call with Mr [redacted] where we discussed the balances owed to the State of Delaware and went over his current financial situationAt that point, we had not received any of the requested financial documentation previously requested from Mr [redacted] and requested that he send that to us so we could complete his collection information statement, Form 433-A, to accurately evaluate his current financial situation and the best way to resolve his caseOn July 10, 2014, we still had not received Mr [redacted] ’s financial documentation; therefore, we called to follow up on this with him but had to leave a messageWe also mailed Mr [redacted] a letter requesting the financial information againOn July 14, 2014, we spoke with Mr [redacted] and he informed us that he was still working on gathering the requested documentationWe provided him with our fax number to submit the documentation to usOn July 31, 2014, we called to provide Mr [redacted] with a detailed case update but had to leave a messageOn August 14, 2014, we received a notice that the IRS needed us to resubmit his Power of Attorney forms for processing and these were immediately faxedUpon receipt of the financial documentation from Mr [redacted] on August 19, 2014, it came to our attention that we were unable to read his paystub so we called to request a more clear copy but had to leave a messageAs of August 26, 2014, we had not heard back from Mr [redacted] so we mailed him a letter requesting the legible paystubOn September 4, 2014, we called to let Mr [redacted] know that we received the paystubs and were going to finalize the financial form, Form 433-A, and mail it to him for review and signatureWe received a phone message from Mr [redacted] on September 22, 2014, we returned his call but had to leave a messageOn September 23, 2014, we updated his financial form 433-A, with the information Mr [redacted] had provided and we called to discuss the details and planning for an IRS resolutionWe informed him that we were mailing the financial statement to him and requested that he call us once he had a chance to review the informationOn October 1, 2014, we returned a call to Mr [redacted] , he expressed a concern that he had already filled out the financial form during his initial meeting with our consultant and had tried to follow up with him in regards to thisWe explained how the information requested is similar, but were in fact different forms and the form we had been working on with him, Form 433-A, required verification of income and expenses to be completedMr [redacted] agreed to sign and date the requested form and mail back to our office so that we could move forward with his caseWe received this on October 7, On October 10, we spoke to Mr [redacted] in regards to an update on his caseWe discussed his monthly income and expense further and other details regarding the financial formWe returned a call to MrTrovinger on October 15, and we discussed his case plan and that our next step was to finalize the financial form for the State of Delaware in hopes of reaching an agreement with themMr [redacted] expressed concerns that he was told his case would only take a few months and that his case had gone beyond that pointWe discussed his case in detail and notified him of the plan to resolve his liabilityMr [redacted] additionally stated that Mr***, the Delaware Revenue Officer, had tried to reach him directly via phoneWe let him know that we would contact himwere currently working to finalize the financial statement for the State of Delaware which showed Mr [redacted] was not in a position to pay back the assessed debtWe spoke to Mr [redacted] on November 24, 2014, and he informed us that he had consulted a lawyer and that he now refused to pay our fees any furtherA member of our management team spoke with Mr [redacted] regarding his case and the plan established to work towards resolving his liabilityWe discussed that we were not sure if the assessment from the State was valid and that we wanted to make sure that the State had not exceeded their collections statute before we submitted any type of settlement in hopes to save him the maximum amount of money possibleHe agreed and explained that he had owed back child support in 2005, paid it, and was told by the State of Delaware that he did not owe anything else at the timeTo ensure that all of his concerns had been addressed, we transferred the call to our Client Services Group to resolve the concerns further Additionally, we scheduled biweekly phone calls with Mr [redacted] starting in December to ensure Mr [redacted] was receiving the communication he desired from our officeOur Client Services Group agreed to waive Mr [redacted] ’s November monthly fee and defer the December monthly fee to the end of the case to assist him with the financial hardship he was experiencingOn November 26, 2014, we tried to reach Mr***, the Delaware Revenue Officer, again but had to leave a messageWe were able to send him a fax to ensure he was aware that we had been trying to reach himOn December 1, 2014, we still had not heard back from Mr [redacted] and we again called him again and had to leave a messageWe sent another fax to Mr [redacted] requesting that he call our office backMr [redacted] was able to return our call that day and informed us that he wanted Mr [redacted] ’s case to be reviewed by an auditor as the debt was so old, stemming more than twenty years agoWe informed him that Mr [redacted] had not filed the tax returns that the State of Delaware had completed tax assessments for the years in question, and therefore they would just be auditing their own returnsMr [redacted] notified us that he believed an Offer in Compromise with the State would likely resolve the case once the audit was completeWe further discussed with Mr [redacted] how the balances would not fall off due to the State of Delaware not having a collections statute of limitations on tax debt but that his accounts should not be levied or garnished at that timeMr [redacted] further explained that the state was keeping the balance active on Mr [redacted] ’s account in case he were to come in to a large amount of money such as an inheritance or by winning the lottery and the state could then be repaid the tax debtOn December 15, 2014, we called for Mr [redacted] for the bi-weekly scheduled call but had to leave a messageWe also called and left a message with his Revenue Officer for an update with the audit request he had initiated but had to leave a messageMr [redacted] returned our call later that day and we provided him with a detailed status of his caseMr [redacted] explained that he had flipped his car and due to the oncoming holidays, he was not sure if he would be able to continue to pay for our services and may have to terminate services due to a lack of fundsOn January 2, 2015, we called and let Mr [redacted] know that we still had not received returned correspondence from the Revenue Officer and we would continue to follwith himOn January 16, 2015, when we still had not heard back from his Revenue Officer, we spoke with him and scheduled a foll callOn January 30, 2015, we spoke with Mr [redacted] and he stated that he wanted to terminate services due to the lack of updates on his caseWe provided Mr [redacted] with a detailed case status update and notified him that we had been trying to reach the Revenue OfficerAt this time, he agreed to continue services and we stated that we would keep following up until we were able to reach his Revenue OfficerMr [redacted] rescinded his decision to terminate our servicesOn February 3, 2015, we called Mr [redacted] ’s Delaware Revenue Officer and had to leave yet another voice message requesting returned correspondenceWe then called Mr [redacted] and let him know as soon as we spoke with his Revenue OfficerOn February 4, 2015, Mr***, with the Delaware Department of Revenue, returned our call to let us know that he was able to get a copy of the original tax assessment against Mr [redacted] and that he could fax us a copy for our recordsWe gave him our fax number and he stated he would get that to us by the end of the dayWe did receive his fax and called him to confirm receipt and discuss it; but again, we had to leave a messageWe then called Mr [redacted] to let him know that we had been in contact with Mr***, that we received the original assessment paperwork, and wanted to look into a settlement with the StateOn February 6, 2015, we mailed Mr [redacted] a letter reminding him that the deadline of April 15, to file his Form was fast approachingOn February 24, 2015, we received notification from our accounting department that Mr [redacted] wanted to terminate servicesWe called to try and discuss this with Mr [redacted] but had to leave a messageA referral to our Client Services Group was made regarding his termination request and to further discuss and resolve any concernsOn March 1, we received notice to close the case for Mr [redacted] from our Client Services GroupIt was additionally requested that a case summary be completed and mailed to himWe completed this and mailed this to him on March 31, Then on June 23, we received a call from Mr [redacted] stating that he had never received the case summary he had requestedWe immediately resent the case summary to Mr [redacted] Mr [redacted] ’s complaint indicates that “I never signed the contract”Mr [redacted] signed a contract for our services on June 6, Wall & Associates, Incwill not begin working on a taxpayer’s liability if a contract is not signed by the taxpayerNormally these contracts are signed during the client’s initial meeting with our office and they have the opportunity to review and ask questions concerning the documentMr [redacted] ’s complaint also says: “they intentionally stretched out the time so I would have to pay more money”We work to resolve client cases as quickly as possible and it is important to note that our case teams have no interest in lengthening a caseCase teams are not made aware of any fees clients pay unless the client divulges that information to the case team themselvesWe believe every case should be worked equally despite the fees paid to the clientTherefore, client fee information is not provided to the staff working the caseOur office maintained communication with Mr [redacted] at the Delaware Department of RevenueWe understand Mr [redacted] ’s desire for his case to be resolved quickly and our office made every effort to resolve his case as quickly as possibleAdditionally, Mr [redacted] ’s complaint states that “it took Wall & Associates four months until they talked to the State of Delaware”Our detailed summary above details the communication our office had with the Delaware Department of RevenueWe spoke with them the day Mr [redacted] ’s case was assigned as well as contacted the Revenue officer assigned to his caseWe then maintained communication with the Delaware Department of Revenue until the day Mr [redacted] terminated services with our companyMr [redacted] was well aware of our communication with the Delaware Department of Revenue, as communication was maintained frequently between Mr [redacted] and our officeWe hope this summary sheds light on the work that was completed on Mr [redacted] ’s behalf by our office and the communication and correspondence we held with him, the IRS and the Delaware Department of RevenueIt is unfortunate that Mr [redacted] decided to terminate service before we had the opportunity to resolve his case with the Delaware Department of RevenueThere is still work to be completed on Mr [redacted] ’s caseIf he would like for us to complete work on his case, we ask that he contact our office directly to discuss moving forwardWhile it is our understanding that Mr [redacted] would like a refund of the fees she paid for the representation servicesMr [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 for the state liabilityThere are many options available to resolve the outstanding balances due to Delaware While it is unfortunate we could not resolve this matter internally with the client, please be aware that the attempts to do so were madeAdditionally, we request that Mr [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with his caseIf any additional information is required, please contact our office directlyThank you for your time and assistance with this matter

Dear Ms***, We are writing in timely response to the above referenced complaint received on March 26, (copy enclosed)Mr [redacted] Terry [redacted] sought out and hired our services in February for administrative tax representationA substantial amount of work has been completed on Mr ***’ case since hiring our servicesBelow you will find a summary of the action taken by our company on the caseUpon receipt of Mr [redacted] case for administrative tax resolution for the Internal Revenue Service (IRS) on February 5, we began immediately working towards resolving his tax mattersThe case team also phoned Mr [redacted] that day, and we introduced the team that would be working with him, discussed the case and scheduled a follow up call with Mr [redacted] for March 6, On March 6, 2013, we sent the Mr [redacted] an introductory letter to explain certain aspects of the resolution process with the taxing authoritiesThe team then proceeded to file the Power of Attorney (POA) forms with the Central Authorization File (CAF) Unit of the IRSThe case team the proceeded to file a request with the [redacted] to place Mr***’ account in Currently NonCollectible statusWe immediately contacted the [redacted] Automated Collection System (ACS) to discuss Mr***’ accountThe team then proceeded to create [redacted] Form 433-A, Collection Information Statement for IndividualsWe contacted Mr [redacted] for our scheduled follow up call and were able to leave a voice message requesting a return call We later rescheduled the follow up call with Mr [redacted] for March 19, We then discussed his financial situation and becoming compliant on filing his tax returnsOn March 14, 2013, our accounting department advised us of a payment delinquency on Mr***’ account and we were required to stop work on his caseThe same day we contacted Mr [redacted] to advise him of the discrepancyOn March 16, 2013, our accounting department advised us that the previous discrepancy had been resolved, and we immediately resumed work on Mr***’ caseOn April 10, we discussed an [redacted] notice with Mr [redacted] regarding intent to levyWe explained what the letter meant and our planned responseIn addition, we rescheduled the follow up call with him to April 12, We spoke with Mr [redacted] as scheduled on April 12, We discussed in detail his financial situation and tax caseIn addition, we requested supporting financial documentationHe notified our office of a levy on his bank account later that weekWe requested that he provide a copy of the [redacted] levy notice, in addition to financial documentation previously requestedOn April 16, 2013, we received the requested documentationThe team then proceeded to update IRS Form 433-A, with the documentation we were providedForm 433-A was then E-mailed to Mr [redacted] for his review and signatureWe immediately contacted the [redacted] Automated Collection System (ACS) and fought to have Mr***’ bank levy releasedWe were able to get the [redacted] agent to agree to set up a collection alternative and release the bank levyThe team then contacted Mr [redacted] to discuss the bank levy releaseWe immediately faxed the [redacted] levy release notice to Mr***’ bank and to his mortgage companyOn April 17, 2013, we received and saved [redacted] Form 433-A from Mr***We spoke with Mr [redacted] again two days later regarding an [redacted] notice he had receivedWe reviewed the notice which stated that the client’s tax return refund was applied to the tax year liabilityOn May 9, we were again forced to stop work on the case due to payment delinquency by Mr***We immediately contacted the client to discuss the discrepancy and left a message for a return callOn May 20, 2013, our accounting department advised us that the previous discrepancy had been resolved, and we immediately resumed work on Mr***’ caseThe same day Mr [redacted] contacted us to discuss a certified [redacted] letter that he would be sending to our officeThe case team received and saved [redacted] Notice of Federal Tax LienOn May 23, we spoke with Mr [redacted] regarding this notice, how [redacted] tax liens work, and our planned responseOn June 10, 2013, the team submitted a Request for Collection Due Process Hearing in response to the prior [redacted] Lien noticeWe talked with Mr [redacted] on June 14, and updated him on this matter and on his case in generalOn July 19, 2013, we received and saved [redacted] notice referencing the Request for Collection Due Process HearingWe spoke with Mr [redacted] on August 1, and advised that we were continuing to hold off aggressive collection action by the IRSWe also discussed, in detail, his financial situation and the plan moving forward with the resolution of his tax matterOn August 9, 2013, the case team received and saved [redacted] letters in response to our Request for Collection Due Process Hearing On September 9, 2013, we contacted the client and discussed the [redacted] letter he had received scheduling a conference call in response to the Request for Collection Due Process HearingWe requested that he send a copy of the letter to our office On September 10, 2013, we received this notice and notated the scheduled hearing on our calendarThe same day Mr [redacted] contacted us and we confirmed that we would conduct the hearing on his behalf with the IRSOn October 2, 2013, our accounting department advised the case team again of payment delinquency on Mr***’ account and we were required to stop work on his caseWe called Mr [redacted] the following day and advised him of this issue Later that week, we received Mr***’ [redacted] Account Transcripts from the IRS that we had previously requestedWe then contacted the [redacted] Appeals Department for our scheduled Collection Due Process Hearing and left a voice message requesting the [redacted] agent return our callIn addition, we sent a request to the [redacted] agent, via fax, to reschedule the callThe same day Mr [redacted] contacted us to discuss the scheduled conference callWe also discuss the status of his caseOn October 14, 2013, the case team sent Mr [redacted] a letter advising him of the discrepancy with our accounting departmentWe spoke with the agent in the Appeals Department on October 18, and rescheduled the Collection Due Process Hearing for October 29, On October 29, 2013, we contacted Mr [redacted] and left a voice message advising him that there was a discrepancy with our accounting department, and the hearing scheduled with the [redacted] that dayThe same day we contacted the [redacted] Appeals Department for the hearing and requested the call be rescheduledWe fought to have the hearing rescheduled and the IRS agent advised us that she would contact Mr [redacted] directlyMr [redacted] contacted us later that day and we again discussed the discrepancy with our accounting departmentOn November 4, 2013, our accounting department advised us that the previous discrepancy had been resolved, and we immediately contacted Mr [redacted] and scheduled a call for November 13, On November 13, 2013, we called Mr [redacted] and discussed his financial situation along with updated financial information we would need in order to proceed with his caseWe also explained the [redacted] Offer in Compromise process to himOn December 2, 2013, the case team received the [redacted] Notice of Determination normally issued after the type of hearing that we heldWe contacted Mr [redacted] and left a voice message confirming the [redacted] notice was receivedOn December 5, 2013, we sent a letter to Mr [redacted] regarding this notice and his option to petition the U.STax Court regarding the matterThe case team proceeded to update [redacted] Form 433-A, based on the information providedOn January 17, 2014, Form 433-A was mailed to Mr***, for his review and signatureOn January 21, 2014, we received and saved the signed Form 433-A from Mr***On February 6, 2014, Mr [redacted] contacted the case team and discussed the progress of his caseOn February 11, 2014, we discussed an [redacted] notice of wage levy and tax lien Mr [redacted] had receivedWe requested that he provide copies of these notices to the case team immediatelyWe also verified that we had received his previous E-mail containing requested financial documentationWe next spoke with Mr [redacted] on February 14, regarding his case status and our plan to submit an Offer in Compromise to the IRSThe documents for the Offer were finalized and mailed to Mr [redacted] that day for his review and signatureWe spoke with Mr [redacted] again on February 18, and let him know the Offer documents were mailed to him a few days priorWe also advised him that his tax refund would go towards his tax liability, per [redacted] policyWe spoke again with Mr [redacted] on February 20, regarding questions he had pertaining to the Offer documentsHe then let us know that he received the documents from us on February 26, On March 11, 2014, we contacted Mr [redacted] to follow up on the Offer documentsThe following day we received the documents from him via Fed-ExWe submitted the Offer in Compromise to the [redacted] on March 17, We provided this update to Mr [redacted] during a phone call that dayOn April 4, 2014, Mr [redacted] contacted us to discuss an [redacted] letter he had receivedHe also advised us that he would have a balance due on his tax returnWe recommended that he file his tax return immediatelyOn April 7, 2014, we received and saved [redacted] notice stating that Mr [redacted] Offer in Compromise had been receivedWe immediately contacted Mr [redacted] and left a voice messageOn April 18, 2014, we were advised by our accounting department that Mr [redacted] had informed them of a wage levy he receivedWe immediately contacted him and were advised that the levy was not due to taxes but from a bank loanHe informed us that he had filed his tax return and paid the balance due on the returnOn May 7, we were again forced to stop work on the case due to payment issuesEven though the account remained in this status, we acted in a good faith effort on Mr***’ behalf We called the [redacted] Offer Examiner on July 31, and left a message requesting a status updateWe let Mr [redacted] know of our efforts as wellOn August 1, 2014, we discussed Mr***’ Offer in Compromise with the [redacted] Offer Examiner, MsMooreShe advised us of supporting documentation that she required and gave a deadline of August 8, to provide this information to herWe contacted Ms [redacted] on August 13, and left a voice message requesting an extension to the original deadlineIn addition, we contacted Mr [redacted] to discuss the requested information for his Offer in CompromiseWe immediately provided the requested documentation to MsMoore, via faxOn August 18, 2014, our accounting department advised us that the previous discrepancy had been resolved, and we immediately resumed work on Mr***’ caseWe left a message for Mr [redacted] on August 19, verifying that we had received the documentation from himThe same day we faxed the additional documentation to the Offer Examiner, MsMooreOn August 20, 2014, Mr [redacted] contacted us and we discussed the reason for the request of additional informationMr [redacted] contacted us on September 2, in regards to an [redacted] letter about his Offer in CompromiseWe also spoke with him the following day regarding the IRS’s decision to reject the OfferWe explained the next steps on the case and the plan to appeal this decisionWe advised him that we would thoroughly review the letter and prepare a request to be submitted to the [redacted] Office of Appeals On September 4, 2014, Mr [redacted] contacted us to confirm we had received the IRS Offer Rejection notice, dated September 4, On September 23, we began work on the preparation of the appeal request for the Offer rejectionThis was finalized and submitted to the [redacted] that dayWe also provided Mr [redacted] with a copy of this request for his recordsAround this time we were aware of Mr [redacted] recent health concerns and we kept him updated on the case but at the same time tried not to overwhelm him so that he could recoverOn October 31, 2014, we contacted Mr [redacted] and left a voice message requesting a return call The same day we sent a letter, updating him on the Offer in CompromiseWe advised him to contact us immediately in the event that he received any notices from the [redacted] regarding the OfferWe called and left messages for Mr [redacted] on November 21, and November 26, We spoke with him next on November 28, and updated him on the caseHe advised us of his current financial situation and that he would no longer be employed after December 31, We requested that he provide documentation on his current employment situationWe sent an email to Mr [redacted] requesting the documentation that would be needed for the Offer Rejection appealHe also informed us of several [redacted] letters he had received dated November 10, We received and reviewed those notices the same dayOn December 1, 2014, we attempted to contact the [redacted] Automated Collection System, but were unable to get throughWe then contacted the Offer Examiner, Ms [redacted] and left a voice message requesting she return our call immediatelyOn December 3, 2014, our accounting department advised us of a payment discrepancy on Mr***’ account and we were required to stop work on the caseWe ordered Mr***’ [redacted] Account Transcripts on December 12, and discovered that the [redacted] Offer Unit had not process our timely request for an appeals hearingWe immediately contacted Mr [redacted] and left a voice message requesting a return callWe spoke with Mr [redacted] on December 15, and discussed the error the [redacted] had made on the appeals request for his OfferHe advised us that he was not certain he would be unemployed after December 31, and that there were several things he would follow up with us onAt that time Mr [redacted] made no further payments to our office and his case remained in a non-working statusWe did not hear from him again regarding his case until receiving the notice of the Revdex.com complaintWe understand certainly that this case was frustrating, and we were frustrated as well with the failure of the [redacted] to properly process a timely and rightful appeal requestHowever, and unfortunately, we are used to the [redacted] making mistakes, or failing to uphold taxpayer rights, and we take that very seriouslyIn this case, the Offer needs to be properly reviewed and possibly resubmittedWe would be glad to discuss the case with Mr [redacted] and to work out a reasonable fee arrangement so that we can continue the work on his case and either have the Offer reopened, or submit a new OfferOur main goal is to help our clients and fix their tax problems We understand that sometimes personal matters such as health issues or income changes take a higher priority to clients than focusing on the tax matter Coupled with a tax problem, we know these issues are overwhelming for anyone and make life difficult to juggle at timesWe would like to invite Mr [redacted] to contact our office so that we can discuss his case and the resolution that the [redacted] provided himWe are unsure how Mr [redacted] resolved his case with the IRSGiven the short timeframe of two months to resolve it as he reports, it is possible that the resolution consists of a monthly payment plan since the more favorable resolutions normally take much longer to finalizeIt is therefore possible, that proceeding with another resolution could be more beneficial to Mr [redacted] and could resolve the matter more quickly rather than a long term monthly payment planIf you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely, [redacted]

When I realized last year that I could not pay what the IRS required, I panicked and went with the first (local) company I could find that said they handled tax disputesI paid them thousands of dollars up front (I should have backed out then), and agreed to pay them $monthly to handle the dispute for me In almost a years time, it cost me $13,for them to submit offer to the IRS that I deemed much too low, but was told "....thats what we start with..." To make a long story short, I fired them, and in two ten minute calls to the IRS, achieved what they could not in almost a years' time