Wall & Associates

Dear Ms***, We are writing in timely response to the additional comments received for the above referenced complaint received on May 12, Mr [redacted] additional comments again come as a surprise to usOur Client Services Group had worked with Mr [redacted] to resolve his concerns Additionally, Mr [redacted] agreed to the fee consideration of capped monthly fees, meaning he would not pay any further fees for the work being performed on his caseWe agreed to this as a means to assist with the financial hardship as well as ensure he did not pay us more than the tax liability in which he owes We did not overcharge Mr***, as his fees were established based on his liability The fee consideration granted was not done so due to an overcharge but as a means to resolve his concernsOur previous response offered Mr [redacted] a possible refund (while still continuing work on his case) so that we can resolve this matterIt would be faster and easier to work out a refund directly with Mr [redacted] if he would like to call our office in order to do so Our office did not hear from Mr***, therefore no refund was agreed upon as of yetWe are sorry to hear that Mr [redacted] feels as though we stole his money We did promptly begin working on Mr [redacted] case once he hired our servicesIt is unfortunate that Mr [redacted] feels that little work was done by our company to assist them in resolving his liabilities with the IRSAs our previous responses have indicated a substantial amount of work has been completed on his case upon hiring our services for administrative tax representationMr [redacted] sought out and agreed to hire our services to assist him with resolving the liabilityWe completed the required research on the matter and determined the best viable option to work toward resolving those liabilities, and began proceeding with the IRS to resolve itMr [redacted] chose to hire our services, he was not forced to do soOur office worked as quickly and as diligently as possible in order to resolve Mr [redacted] tax matterOur office worked thoroughly with the client and IRS until the day the Mr [redacted] terminated services in attempts to resolve his matterWe are truly sorry to hear that Mr [redacted] is so upset and infuriated over his concernsIf he has further questions regarding the work that was performed on his case or the options still available, we ask that eh contact our office directlyAdditionally, Mr [redacted] filed a complaint with the Virginia Attorney General’s OfficeOur corporate legal counsel responded appropriately and timely to that compliantWhile we are working diligently to address his concerns, Mr [redacted] is not seeing the work that the case team has performed on their behalf to work on resolving their extensive tax mattersIn a good faith effort for the client, and to resolve this matter with the Revdex.com, we are willing to offer an $refund to Mr***We make this offer not as an admission of liability to the client, but only to resolve any complaint or misunderstanding If you require any further information, please contact our officeThank you for your time and assistance with this matter

RE: Ms [redacted] Revdex.com Case #: [redacted] Dear Ms [redacted] , We are writing in timely response to the above referenced complaint received on April 11, (copy enclosed)The complaint as addressed was completed by a Ms [redacted] Our office does not represent Ms [redacted] for any tax matters or related controversies in any capacityThrough a review of our records we have determined that this complaint could be in reference to one of our client's residing at the same addressOur office cannot disclose the confidential tax matters involved in this client's case without having at least some form of written correspondence from our client stating that Ms [redacted] is acting on behalf of our clientOur office is more than willing to discuss the tax matters involved in this case and address all appropriate concerns when such an authorization is receivedI have enclosed a copy of our standard third party authorization that will need to be filled outThis can be returned through the Revdex.com response process or can be sent via any method found in the header section of this documentThis is necessary in order to protect the confidentiality of our clientsIf you require any further information, please contact our officeThank you for your time and assistance with this matterBy: Brandon G [redacted]

Dear Ms***, We are writing in timely response to the complaint made by Mr [redacted] received on July 17, (copy [redacted] )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 mattersA substantial amount of work has been completed on Mr***’ caseUpon receipt of the case on June 4, 2015, the case file was established and a call was made to Mr [redacted] at which time we discussed the history of Mr& Mrs***’ tax liability, and requested specific financial documentation in order to begin evaluating possibilities to resolve the tax liability as a wholeA conference call was scheduled for June 17, in order to discuss his liability in detail and the plan to move forward towards an ultimate resolutionWe subsequently mailed an introductory letter to Mrand Mrs [redacted] which requested specific financial documentation in order to evaluate their situation and work towards an ultimate resolution of their caseOn June 5, 2015, we contacted the Internal Revenue Service and confirmed that there was an outstanding Form balance in the amount of $58,for tax years 2006, and We were also informed that Mr and Mrs [redacted] had previously established on a $350/month installment agreement, which was in good standing at that timeIn addition, an Estimated Tax Payment in the amount of $was already on record for the first quarter of Our office received a call from Mr [redacted] on June 15, He questioned why our Power of Attorney included tax years dating back to when his liability only stemmed from tax years 2006, and We explained that the IRS has a ten year collection statute and that in order to ensure quality service, our Power of Attorney forms typically extend back at least two to three prior years from the known debtThis is done to make certain that there are no other outstanding issues on the account that could hinder progression toward a resolutionDuring this conversation we spoke with Mr [redacted] regarding his initial conversation with Mr [redacted] regarding the average savings that Wall and Associates provides to clientsWe further explained that this is an average of all resolutions and that we would be able to provide him with more specific information about his personal method of resolution upon receipt of financial documents so that we may discuss his tax situation in detailWe received this financial information in our office on June 15, and spoke with Mr [redacted] that day to confirm that we had received the documentsWe contacted Mr [redacted] for the scheduled conference call on June 17, and discussed his case in detailDuring this conference, we educated Mr [redacted] about the ten (10) year collection statute with the Internal Revenue ServicePer our research, we informed Mr [redacted] that there were approximately four years left remaining on the collection statute for tax periods 2006, and and explained that certain appeals and other actions, such as an Offer in Compromise, could extend the collection statuteMr [redacted] stated that the previous company he worked with advised him that they did not file an Offer in Compromise because it would extend the collection statuteWe discussed Mr ***’ financial statement in detail and he stated that he would not wish to pursue an Offer in CompromiseMr [redacted] also stated that he felt he was misinformed by Mr [redacted] and that he would be “paying on the agreement for the rest of his life.” We apologized for the miscommunication and further clarified that paying $per month would actually not satisfy his debt in its entirety We explained that if the collection statute expired while the payment plan remained at $350/month, that he would save a significant amount of moneyWe estimated over the next four (4) years, Mrand Mrs [redacted] would pay approximately $15,to the IRS on a debt well over $50,We also explained that the IRS would typically want to review a taxpayer’s financial statement as the collection statute gets closer to the end and that this could result in an increased monthly payment if there are any significant changes to the financial situationBased on the current status of their payment arrangement with the IRS, Mr [redacted] initially informed our office that he would prefer to stay on the installment agreement rather than work toward an Offer in Compromise or another resolution program and possibly extend the statute of collectionsMr [redacted] indicated that he would be able to handle the IRS himself if they decided to review the payment arrangement at a future dateOur office explained that paying on an installment agreement also still carries the increase in amount owed due to penalties and interest that continue to build on the accountMr [redacted] agreed to another follow up call to ensure that all aspects of his case were reviewed thoroughly before he made a final decision on his method of resolutionOn June 18, 2015, the case team reviewed the IRS transcripts and financial statement at great length for Mrand Mrs***We determined that collections on these three years are due to expire in approximately May and June of After reviewing all aspects of Mr***’ case, a preliminary evaluation for an Offer in Compromise potential amount was obtained by using the IRS calculation tablesWe explained to Mr [redacted] that there is no guarantee that the IRS would agree with our figures and that by submitting the Offer, we would be extending the collection statute by the amount of months it takes for the Offer to be reviewed and decided uponWe explained that their Offer in Compromise will involve the analysis of equity in a business they own, and three pieces of real estateIn addition to the equity analysis, we also notified Mr [redacted] that after review of his tax returns, we were concerned about submitting an Offer while he is taking a loss on his rental property for multiple years in a row Mr [redacted] continued to inquire regarding the communication he had with Mr [redacted] about the collection statutesWe explained that it is most ideal to obtain an Offer in Compromise because that would secure a specific amount paid to the IRS, whereas an installment agreement could change over timeDue to Mr***’ concerns expressed, the case team forwarded a request to our Client Services Group to discuss his concerns and ensure satisfaction with the services renderedMr [redacted] spoke with his case team again on June 24, He stated that he believed he would still be “better off” continuing with the previously established Installment Agreement and that he felt as though the money he paid to our company was wastedMr [redacted] stated that he would continue communicating with our Client Services Group in terms of his dissatisfaction with our companyOur Client Services Group spoke with Mr [redacted] on multiple occasions in attempts to resolve his growing concerns and address his request for a refund of the fees paid for the services renderedWe offered to suspend billing for Mr& Mrs [redacted] with our company until we make a determination on the best route to ultimately resolve their liability and discuss those options with themMrs [redacted] denied the offer to suspend further billing on July 10, Please know that our intention was to resolve the client’s concerns and discuss a refund that would be feasibleMr***’ complaint indicated as though he feels that our Associate, MrMader, mislead him in order to secure him as a clientWe are sorry to hear that Mr [redacted] feels that way as Mr& Mrs [redacted] contacted our company seeking assistance with resolving their tax debtOur office quickly began working on obtaining the details on their liability and answered all questions Mrand Mrs [redacted] had regarding their liability and the IRS Collection StatutesWe advised them of the current Installment agreement and what can be expected from the IRS as this is not an ultimate resolution until the collections statutes have expiredWe additionally discussed with them the IRS Offer in Compromise program and how it would affect the Collection StatutesThere are still options available to ultimately resolve the ***’ tax liabilityWe would further like the opportunity to discuss these options with Mrand Mrs***We understand the ***’ concerns regarding the IRS Collection StatutesUnfortunately, it is impossible for to know when the Collection Statute Expiration Date (CSED) will be without obtaining the proper information from the IRSCSED’s can be extended by numerous things with the IRS and will not allow us to provide an exact date to our clients until we obtain the necessary information from the IRSWe are sorry that Mr [redacted] feels Mr [redacted] mislead him regarding this as it was impossible for him to properly advise them of accurate CSED’s at the time he initially met with themWe would like nothing more than to help Mrand Mrs [redacted] resolve thisWe understand Mr& Mrs [redacted] desire for their case to be resolved quickly and without extending the IRS Collection Statute timeframe Unfortunately, our office did not have the opportunity to explore all IRS resolution options and see which one would best fit their situationIt is unfortunate that Mr& Mrs [redacted] decided to terminate service and requested a refund before we had the opportunity to completely explore all viable options to resolve their caseThere is still work to be completed on their case to determine the best route for resolving their tax liabilityIf they would like for us to complete our analysis, we ask that they contact our office directly to discuss moving forward with their caseUltimately, we put forth great effort on Mr***’ 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 matter and determine the best way to resolve the liabilities with the IRSThere 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 case If any additional information is required, please contact our office directly Thank you for your time and assistance with this matterSincerely, Wall & Associates, Inc

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below See attached rebuttal Regards, [redacted]

WARNING-- Do not do business with this companyHire a tax lawyerThese folks are NOT tax lawyersThey neglected to handle a problem I had with the State of NY in a timely fashionmonths of paying them for the end result of a warrant sent to the county office to take my paychecksFortunately, I figured something was wrong and called the State of NY directlyWarrant will remain in place till the tax debt is paidThe warrant will not be initiated to attach to my paychecksOf course, as long as timely payments are made that I set up directly with the State of NY today

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below I was never informed that they do not conduct "line-item billing", in fact MrG [redacted] told me he would require weeks to get together a summary of what were billable hours to determine the amount of a refund of the $6,paid In addition, I would now like to file a complaint due to MrG [redacted] violation of attorney client privileged and mentioning case particulars which are irrelevant to the matter at hand Regards, [redacted]

Revdex.com: I have reviewed the offer 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.The only thing they have right on this response is the dates I hired themThe promise to remove the liens and, sue the [redacted] came from their salesman Mr [redacted] I did complain via their website and through their fb page and someone called me and said they salesman should not have said that to u [redacted] I told him well you have my money based on promises you are telling me you can not give,He told me they would fix our [redacted] issue quicklyAs far as phone calls and not being about to get me? Really? You are using my cell phone as an excuse that is does not have voicemail and it does not you are correctYou knew [redacted] works nights and sleeps during the dayYou were told to call my Work office number and yes I do have voice mail and will get the records of how many times you used it to contact meYou state you filed this and that and really have a keen way of stringing the [redacted] along to continue your payment plan to victims of your scamYou state you had conversations with me that never took placeYour last paragraph "It does become difficult to deal with two spouses who are not on good terms with each other." I have no idea what you are insinuating hereAnd why would you even mention the domestic violence and police reports? The fact of the matter is the injured spouse claim was deniedYou are very good at writing to try to deflect the real issues here Your company is a scamyou send out salesman to tell people lies in an office you rent State to StateYou take money then do not give what is promised and claim it is not documentedYour are very good at what you do except I ended up getting an authentic Tax Attorney Jana OlsonShe will be reaching out to you as she was the one that actually fixed the *** issue and has it on trackShe has taken the steps in hours that your company was not able to doIn reality you can but, you choose to go in different directions to allow the cases to drag onI want my money back with no exceptions or I will sue you in civil court to the full extent the Law will allow meMy Attorney will be contacting you if you do not agree to return my moneyThe following is from Attorney- she was blow away at the steps you took or were taking to clear my [redacted] issue up I received your payment today, thank you Just hang in there with the notices; I am here to sort through them If you would like me to write a letter to the other company trying to get your money back, I can do so(from my attorney) The choice is yours at this point I have followed up with [redacted] *** and, they will support me in small claims court as well Regards, [redacted] And [redacted]

Dear [redacted] ***:We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to [redacted] .Wall & Associates, INcwould like to report that this client has been transferred to our Clinent Services Group to better address her concernsSomeone from that department has already reached out to her, spoken with her, and will be reviewing her case in conjunction with the concerns mentioned here.Our office anticipates a satisfactory outcome in relation to this complaint, we encourage her to allow us to review her case and follow up with her.If you require any further information, please contact our 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.] Regards, [redacted] I don't understand, Walls and Associates has not offered me a refund of any money paid to the firmIf they refunded the money that my husband and I paid to the firm, then I would be well satisfied because services where never renderedAgain, they are giving us the run around to see how long they can actually hold outWhat I said in the previous letter was accepting the offer at hand was only a momentarily fix but they never offered us any money backThey offered to continue to gandle our case free of charge, while the IRS garnishes snd puts liens on everything.We are currently working with the IRS on our on behalf in which we should have done from the beginning

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

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below I am writing in response to Wall & Associates reply regarding my dispute of them handling my tax debt as they were hired to doMy complaint is still as it wasWhen I hired the company it was my understanding they could assist me in getting my tax debt resolved in a very timely mannerI paid them the amount they asked me to pay up front and they continued to collect dollars a month from my account as they “worked” to resolve my issueI was expecting resolution with the IRS through them within a reasonable amount of time and was not able to get thatDid they file the necessary paperwork they stated they did, most likely soDid they file the paper work with the IRS knowing FULL WELL that I did not qualify for was a tax reduction as they stated they were going to try to get me ??? ABSOLUTELY they didWall & Associates are the professionals and although they were very unprofessional and in my eyes unethical is collecting unnecessary money from me, they certainly know the IRS laws or they would not have “followed” the processKnowing the laws I feel they also should have been HONEST with me from the very beginning and let me know that my income did not allow for me to have a tax reduction or anything else they filled papers out for and simply go to making arrangements with the IRS for a payment plan.They did not do this because this would have cut their profit margin down greatlySince the IRS decided to take action and put a request in for wage garnishment and a levy on my home I have worked with the IRS directlyI was able to stop the garnishment and the levy, not Wall and AssociatesIn fact I am the one who notified Wall and Associates this was happening not them letting me knowWasn’t this what I was paying them to do to represent me? To find resolution and stop the levy and garnishment from happening? When I call them and state the garnishment was requested they said that it was part of the process and they would once again fill the paperwork out to have it stoppedOnce again, another form another stall tactic so they could make more money off meMoney that could have been paid to the IRS over the past two yearsWall and Associates did not in any way help me come to an agreement on payments with the IRS, they manipulated me and took advantage of my checking account every month until I put a stop to itI have done my research since termination of services with this company and I have discovered they have many complaints the same nature as mineThis tells me that Wall & Associates make it a practice to be manipulative, and dishonest and do what is right for them not the clientSo, with that said I decline their offer of finishing the process with me as I have done that myselfIronically it took me ONE phone call to the IRS directly stating I had been working with a company that got me to the point of garnishment and I was more than willing to make payment arrangements with them which immediately stopped the garnishment and ONE set of forms to fill out to make the payment arrangementsThe rep I spoke to was very helpful and sympathetic that I had been through this nightmare with your company and stated that all too often he sees things like this happenPerhaps going forward you could advise those clients that you truly can’t help and can only do stall tactics with the intent of personal financial gain, as this is all you really ever did for meI believe your company owes me all of my money back because you willfully and knowingly continued to collect your monthly payment knowing the end results would not be in my favor but in yoursKnowing that all you were doing was keeping the IRS at an arms length so you could collect moreKnowing the end results would be exactly as it was Regards, [redacted]

***WALL & ASSOCIATES, INC.P.OBox Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114November 7, 2016By E-mail: [redacted] Revdex.com Serving Central VirginiaATTN: [redacted] ***Moorefield Park Dr.Richmond, VA 23236RE: Ms [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***Ms [redacted] sought out and hired our services in November of for administrative tax resolution services.Ms [redacted] raises several concerns in her complaint that our office will hope to addressThe primary concerns she lists appear to be a lack of communication on our part and the fact that no perceivable progress has occurred on her case.In reviewing her case we can confirm that the case team assigned to her case has been in contact with the [redacted] and [redacted] in response to the concerns she has raised about her driver's licenseWe are currently working to get it reinstated and do apologize for any associated delays in doing soOur office spoke, most recently, with both *** [redacted] and [redacted] for Ms [redacted] on November 2, Our office has supplied the [redacted] with financial information that will hopefully work to resolve the ongoing license seizure and prove an inability to repay.In addressing Ms [redacted] ongoing concerns about a lack of communication on our part we have notified the team handling her case to contact Ms [redacted] and her mother [redacted] and schedule continuing update phone calls with the both of them.Finally, in reviewing this case our office has not made any errors in casework and are consequently unable to offer a refund at this time; however, our office works with clients extensively on resolving any billing concerns they might haveWe do this to ensure that our services are both fair and reasonable in priceWe encourage Mr [redacted] to reach out to our office directly to discuss these matters.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]

Terrible practice of so call tax resolution: I am from SC I paid Wall & Associates upfront/w a month too settle and offer with IRSContact was made 11/with upfront fee of 1st pymt started Janas agreedAll info was sent in Decand in Jan(everything plus more than required that was helpful and much needed for my case NOTHING was left outSigned all documents plus POAGot a call about the approach of the case in March with the first team stating they've reviewed all my documentsGot switched to another team had to sign another POA in May By the middle of May I had to call them and ask for updates and proof of production They told me they will talk to me at the end of May never really gave feedbackJune has past no offer nothing tangible reported to me by mail to viewThen after all this time they told me that they "just ordered transcripts from IRS in June Wow!!!! Within months from: Nov to July no resolution or offerMilking, dragging, misconduct, failing to summit forms to IRS etcjust gettin the run around It's a racket! DO NOT SEEK THEIR HELP!!! No work has been worth 5000k that I've spentIt's a SCAM! It's a JOKE! It's a RIP-OFF! File your COMPLAINTS with th ATTORNEY GENERAL in RIchmond VALet's do it! Time to get busy! They MUST be STOPPED!

WALL & ASSOCIATES, INC.P.OBox Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114November 7, 2016By E-mail: [redacted] Revdex.com Serving Central VirginiaATTN: [redacted] ***Moorefield Park Dr.Richmond, VA 23236RE: Ms [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***Ms [redacted] sought out and hired our services in November of for administrative tax resolution services.Ms [redacted] raises several concerns in her complaint that our office will hope to addressThe primary concerns she lists appear to be a lack of communication on our part and the fact that no perceivable progress has occurred on her case.In reviewing her case we can confirm that the case team assigned to her case has been in contact with the [redacted] and [redacted] in response to the concerns she has raised about her driver's licenseWe are currently working to get it reinstated and do apologize for any associated delays in doing soOur office spoke, most recently, with both *** [redacted] and [redacted] for Ms [redacted] on November 2, Our office has supplied the [redacted] with financial information that will hopefully work to resolve the ongoing license seizure and prove an inability to repay.In addressing Ms [redacted] ongoing concerns about a lack of communication on our part we have notified the team handling her case to contact Ms [redacted] and her mother [redacted] and schedule continuing update phone calls with the both of them.Finally, in reviewing this case our office has not made any errors in casework and are consequently unable to offer a refund at this time; however, our office works with clients extensively on resolving any billing concerns they might haveWe do this to ensure that our services are both fair and reasonable in priceWe encourage Mr [redacted] to reach out to our office directly to discuss these mattersIf 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]

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 belowInitially when I first meet MrKeith C [redacted] at a rented downtown [redacted] [redacted] office with a receptionist whom he didn't know, I was a little skeptical, but he assured me that this process most likely would not take long since my debt was a small amount, also he played on my [redacted] stating he also was a [redacted] and was being truthful which eased my suspicion somewhat, even showing pictures of his familyLittle did I know this was part of his conAfter months of paying $dollars a month I contacted a Ms [redacted] a representative of Wall & Associates requesting copies of any paperwork that was presented to the *** on my behave ,she instantly became irate and unprofessional telling me that it would take 2-weeks for her to send me this paperwork, two weeks later I'm still waitingAs a supervisor where I work I keep files on my subordinates, and at any given time I can present these copies to them, I just don't understand why a company who states that their goal is to provide a high level of service to all clients can not produce these files in a much timely mannerIt was also stated that Wall & Associates have not requested a negotiable settlement for several reasons including the on going compliance issues without explaining what that meantAs stated in their response to this complaint they stated that they tried to contact me times without a response I gave them numbers to contact me one being my cell number which I use as my hour on call business phoneIf I did missed phone calls in months how could that effect working on my caseWall & Associates has a policy of which they call "stop work' in which regardless of how much you have invested you will lose and they will stop working on your case until you make paymentsOn 5/22/to my surprise I received a letter for [redacted] stating that I have days to make a payment to them, which reinforce my believe that Wall & Associates have NOT being doing anything but collecting money from meAs I stated before I have paid them 1/of what I owed [redacted] without any proof that they have done anything or tend to do anything on my behaveOnce again their goal is to provide a high level of service which I am still waiting to see Regards, [redacted]

Dear Ms***,We are writing in timely response to the additional comments received for the aforementionedcomplaint on October 2, (copy [redacted] )Deadlines were not missed on the case despite Mr[redacted] ’s statementsFurther, the receipts we provided to the IRS were part of the process to recognizewhether or not Mr [redacted] could be identified as an active real estate participantThe IRS determinedthose receipts did not lead to that status for the client.In order to resolve this complaint and end the matter, we are willing to offer Mr [redacted] a refundof $We make this offer not as an admission of liability to the client, but only to resolve anycomplaint or misunderstandingDespite the fact that we completed work on this case and the moneywas earned, we are willing to offer this refund to resolve the matter.Our case teams have no indication as to how much money a client pays to usThey only receivethis information if the client directly tells them the fee amountsTherefore, our case teams have nobenefit, bonus, or other compensation perk to make a case take longerOur case teams want client casescompleted and closed as fast as possibleMr [redacted] ’s accusations of increasing our owncompensation on his case for our own benefit is wrong.If you require any further information, please contact our officeThank you for your time andassistance 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 belowI demand a full refund of the $3,I paid you You did nothing for me except waste my time and cause me to miss crucial deadlines with the IRS.When you accomplish nothing, you should get paid nothing.The issue with the IRS was not whether or not I had the receipts to document my expenses The issue was whether or not they would recognize me as an active real estate participant You still don't get it.You say you need more time I gave you a year and you accomplished nothing I repeatedly asked you for an expected time frame and a plan of action Even now you have not provided either one Of course it is to your advantage to drag things out and do nothing because you would have received $per month, thereby increasing your undeserved compensation.Your offer is rejected Regards, [redacted]

Dear Ms. ***, We are writing in timely response to the additional comments received for the aforementioned complaint on September 3, 2015 (copy [redacted] ). We are sorry to hear that our previous response did not resolve Mr. [redacted] ’s concerns regarding the work performed on this case. Mr. [redacted] ’s most recent complaint comments state that “they missed a deadline for filing a petition”. Again, Wall & Associates, Inc. provides administrative tax representation before the taxing authorities to assist our clients in resolving their tax liability. We provide no legal representation. We advised Mr. [redacted] of other options on their cases administratively rather than filing legal petitions in the U.S. Tax Court, just as we did on this case. The petition Mr. [redacted] refers to is a Petition for the U.S. Tax Court. We did not seek this method in resolving Mr. [redacted] ’s case as there were other administrative ways to resolve his audit dispute than going to tax court. If Mr. [redacted] wanted so badly to file a Tax Court Petition, he could have hired an attorney to do so, or could have filed it on his own. Again, our office proceeded with Mr. [redacted] ’s case accurately. A request was submitted to the IRS prior to the IRS deadline to petition Tax Court. This request specifically requested an Audit Reconsideration as we did not agree with the findings of the Audit completed on Mr. [redacted] ’s 2011 1040 return. We corresponded with the IRS and provided them with all of the additional documentation to support the Schedule E and the Passive Activity Loss which was denied by the Auditor. With the documentation provided it is unfortunate the IRS sustained their denial as Mr. [redacted] did not qualify for those deductions claimed due to the IRS policies. Mr. [redacted] can continue to dispute the assessment from the Audit through administrative programs the IRS offers like the Audit Reconsideration and the Doubt as to Liability Offer in Compromise programs. However, through the Audit Reconsideration our office requested on Mr. [redacted] ’s behalf with the IRS and the documentation we provided to support Mr. [redacted] ’s dispute, the IRS found that their review of the request determined the documentation supplied did not change the fact that Mr. [redacted] did not qualify for the deductions claimed on his 1040 Schedule E and the Passive Activity Loss. Further, Mr. [redacted] was well aware that if he could not prove that he qualified as a real estate professional, we would need to look into resolving the balances based on his collectability potential as opposed to arguing the liability. Mr. [redacted] ’s comments also state that “They never sent a written response to the IRS for the 2012 Audit”. As stated in our previous response, we researched the relevant IRS guidelines regarding the open audit for 2012 and determined that Mr. [redacted] was over the Adjusted Gross Income (AGI) limits to claim a special allowance for the deductions related to his rental properties. Further, we spoke to Mr. [redacted] regarding the issues with his tax returns that were prompting the IRS audits. Mr. [redacted] stated that he would prepare an amended tax return for 2012 to see if he would then qualify for the AGI requirements under the passive/active/material participation rules. When the IRS is reviewing a tax return, a taxpayer can voluntarily Audit the tax return to reflect the correct and true figures. Further, when Mr. [redacted] specifically asked about the 2012 audit in June 2015, he case had been placed into a non-working status due to a payment discrepancy. At that time, we could not perform any work on Mr. [redacted] ’s behalf. Mr. [redacted] ’s comments also state that “My entire 2014 Federal Tax Refund was taken from me”. The IRS has a Federal Treasury Offset Program; meaning, if an individual owes money to the federal government because of a delinquent debt, the Treasury Department can offset that individual's federal payment or withhold the entire amount to satisfy the debt. The debtor is notified in advance of any offset action to be taken. This is not something that Wall & Associates, Inc. can stop from occurring. This is standard IRS procedure and policy if someone has a tax liability and we are unable to change IRS Code. We are sorry if Mr. [redacted] had any confusion regarding this. It is unfortunate that Mr. [redacted] feels as though we are “incompetent”. Our office properly filed the Audit Reconsideration on Mr. [redacted] ’s behalf to argue against the previous audit completed. Again, the IRS sustained their findings that Mr. [redacted] did not qualify for the deductions claimed on his 1040 Schedule E and the Passive Activity Loss. Our office was also working on completing the IRS Form 433-A Collection Information Statement to evaluate his financial situation for case planning arguing against collectability if the liability remained after the Audit Reconsideration was completed. Additionally, Mr. [redacted] stated “Wall and Associates would resolve my 2011 audit Issue”. Our office was working to resolve the issue. In the event that we were not able to remove the liability through the Audit Reconsideration, we planned to resolve the liability through other IRS programs offered based on collectability. Our office was working on this. We cannot make any guarantees with how a particular case will be resolved or how long it will take. Our office diligently works a case to resolve it in the best manner possible. Finally, Mr. [redacted] ’s comments state we “would prevent the same issue”. We previously discussed with him that the IRS will typically audit returns that show the same information being claimed as previously audited years. As this was not a single year occurrence, the IRS was looking at all returns currently on file for the same issue and completing the additional tax assessments as Mr. [redacted] did not qualify to claim the particular deductions. We also previously explained to Mr. [redacted] that the IRS will typically audit other tax returns if the same items are being claimed that were disallowed on previous tax return audits; as they did after the IRS had already resolved his audit for tax year 2010, which occurred prior to hiring Wall & Associates, Inc. Additionally, we provided Mr. [redacted] with the education on the Schedule E and the Passive Activity Loss to accurately prepare all future returns. We also advised him to have the 2013 and 2014 returns amended. Again, we understand Mr. [redacted] ’s frustrations on this matter. We worked as quickly as possible to resolve this matter. While it is our understanding Mr. [redacted] would like a full refund of the fees he paid for the services rendered. Our office proceeded with Mr. [redacted] ’s case accurately and correctly. We would like to move forward with the resolution of Mr. [redacted] ’s case as there is still work to be completed to fully resolve the tax matters. If we can work out appropriate fee arrangements that are acceptable to him, we will be glad to move forward on the case and continue the resolution process. If the BBB has suggestions for how we can resolve this with the clients we are certainly welcome those suggestions. If you require any further information, please contact our office. Thank you for your time and assistance with this matter. Sincerely, Wall & Associates, Inc.

Dear [redacted] , We are writing in timely response to the above referenced complaint received on July 14, (copy enclosed)Wall & Associates, Incprovides administrative tax representation before the taxing authorities, as we did in [redacted] caseWe realize that tax problems are stressful and frightening for any taxpayer and we work hard to help our clients through these mattersWe also realize once a client hires our office they want a resolution right awayWe 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 time A substantial amount of work has been completed on [redacted] case upon hiring our services for administrative tax resolution for the IRS on June 24, Upon receipt of her case we attempted to contact her to go over the initial case information received and left a message for a return callWe sent an E-mail to her that day as well and asked her to contact us regarding her caseThe Power of Attorney forms were then immediately filed with the IRS to notify them of our representationWe received a return call from her later that day and scheduled a conference call for her on June 28,We then contacted the IRS and were informed that there were current balances due for Form for tax periods through in the approximate amount of $56,The IRS also informed us that the Federal Return remained unfiledWe ordered internal transcripts from the IRS in order to verify this information On June 26,we spoke with [redacted] regarding the Federal Return that was unfiled according to the IRSShe stated that she had filed it at an IRS office in Philadelphia and would locate the retum and send it to our office so that it could again be forwarded to the taxing authorityWe then received correspondence on June 28, from [redacted] that stated that she would not be able to hold the scheduled conference call and asked that we contact her at 4:pm EST insteadThe [redacted] was then contacted and the Power of Attorney form faxed directly to the representative who advised that it would take six to eight weeks to processWe did speak with [redacted] later that day for the conference call as she requested and reviewed the financial statement with her on the phone [redacted] advised us that she was not current with Estimated Tax Payments and was still self-employedDuring our call, we talked with her about the IRS filing and payment requirements and also asked that she supply our office with the financial information we had previously requested in order to evaluate possible resolutions to her tax matter We contacted [redacted] again on July 8, to follow up on the requested information and she indicated that she was still trying to locate the Federal Return and would send it to us as soon as possibleWe also advised her that there according to our call with the IRS that there was an installment agreement in place that had resulted in a collection hold on enforced action by the IRS We contacted the State of Pennsylvania again on July 11, and spoke with [redacted] regarding the accountHe advised us that [redacted] had a balance due for tax periods 2007,2009, and in the approximate amount of $4,He further advised that the and returns were filed by the State on her behalfWe received an Email from [redacted] on July ,and attempted to contact her regarding it that same day; however, were unable to speak with her directlyWe received additional E-mail correspondence from [redacted] on August 12, and confirmed receipt of the information that she had supplied We contacted [redacted] on September 13, 201,to again follow up on the Federal Return and she advised that she would work on sending a copy to usWe also addressed the Estimated Tax Payment requirements with her again and advised her that once we received the return we would help her calculate the amount she would need to pay quarterlyWe again talked with [redacted] about the return and estimated tax payments on October 16,and she stated that she would send the return to our office We attempted to reach [redacted] on October 25,2013, October 28, 2013, and November 5,to discuss her case; however, we were unable to reach her on those occasions and messages were left each timeWe were able to speak with her on November 12,and [redacted] advised us that she had received a levyWe contacted the IRS collections department that day and spoke with [redacted] (ID# [redacted] ) who informed us that the IRS would not entertain another installment agreement due to noncompliance with filing requirements for but then confirmed that there were no active levies on the accountWe then contacted the collections department of the [redacted] and spoke with [redacted] She asked that we fax a copy of the Power of Attorney form and she would contact us back which was completed immediatelyWe followed up with [redacted] and advised her of the conversation with the IRS*** [redacted] then advised that she believed her aunt had filed a judgment against her and that might have resulted in the levyWe advised her to seek legal advice regarding that particular situation We again contacted the IRS Automated Collections System on November !3,and spoke with [redacted] (ID# [redacted] )We again verified that there was no collection action in place with the IRSWe contacted [redacted] with [redacted] collections division as well and discussed with her that while the state was incapable of aggressive collection at that time, she would suggest a payment plan in the amount of $per month so that the balance could be paid within a month spanWe attempted to discuss this matter with [redacted] ; however, we had to leave a voicemail message [redacted] did return our call later that day and we advised her of our discussions with the IRS and StateWe followed up with the IRS on November 14,and discussed the account with them againWe spoke with [redacted] *** (ID# [redacted] ) and [redacted] (ID# [redacted] )We were able to ascertain that a payment had posted to *** [redacted] account which indicated levy actionWe reviewed the financial statement with the IRS representative in detail and it was determined that [redacted] had an ability to pay of $per month and the IRS would not agree to hold collection action until the tax return was filedWe discussed with the representative the hardship that the levy had caused [redacted] but they again requested that the return be filed to work towards an alternative to the collection action in placeWe spoke with [redacted] that day as well and asked again that she send us the Federal ReturnShe indicated that she would attempt to get us the return We spoke with [redacted] again on November 18, and addressed concerns she had expressed regarding her caseDuring this conversation [redacted] stated that she had never been informed that the tax return had been requested although we had discussed this information with her on multiple occasions and also shared with her written correspondence that requested the sameThe next day we sent a follow up letter to *** [redacted] regarding our conversation along with a copy of the letter that had been sent to her in June of that included the wage and income information for to assist her with the tax preparation needed for that year, and the financial statement for her reviewWe called her that day and advised her that we had sent this information for her reviewWe then contacted the collections division of the IRS again and spoke with [redacted] (ID# [redacted] ) [redacted] refused to put a hold on collection action so we asked to speak with her managerWe then talked with [redacted] (ID# [redacted] ) and were able to receive a hold on the account that would block future levy action as long as the return was received timelyWe discussed the IRS refunding the previously levied funds and *** [redacted] stated that we would need to provide the IRS with cut-off, eviction, or disconnection notices that would prove a financial hardshipWe spoke with [redacted] on November 25,and went over the information required to have the levied funds returned to her and she stated that she would fax the documents to us from work the very next day We then received notification from our accounting department that [redacted] account was placed into a non-working status due to a missed payment on December 4, We called [redacted] on December 10, to follow up and she advised that she will be making a payment soon On January 14, [redacted] sent an E-mail to the case team that indicated that she had concerns about her case progressWe contacted her that day and spoke with her about her case in detail and she indicated that once she received a paycheck she would become active again On February 25, [redacted] sent further E-mail correspondence that asked us how much she would have to pay to return her case to active status with our officeWe contacted our accounting department and called [redacted] to advise her of the balance dueOn March 17, we received notification that *** [redacted] account was returned to an active statusWe followed up with [redacted] on March 19,2014; however, had to leave a message We spoke with [redacted] regarding the state debt on March 21, and advised her of the hardship [redacted] had been going throughShe gave us additional time to follow up with her regarding a payment planWe remained in communication with [redacted] over the next few days concerning the unfiled tax returnsWe attempted to reach [redacted] on March 28,to discuss this matter further; however, were not able to reach herWe were able to speak with her in depth about her case on March 31, and also discussed a possible bank levyAt the end of the call, we asked that she provide to us the information regarding her son's account and also provide us with the necessary tax returns so that we could continue to move towards a resolution of the case We called and spoke with [redacted] again in depth on April 30, and discussed the needed returns, hardship notices, and financial information [redacted] again stated that she would fax the information to us the next day On May 6,our accounting office advised us again that [redacted] account was placed into a non-working status due to a payment discrepancyThe IRS did file a tax lien in early June This is common procedure by IRS for anyone with an outstanding tax debtHowever, we let all clients know that once the tax debt is resolved we ensure the liens are released and perform credit cleanup for themWe then received notification from our accounting department that [redacted] case was closed due to nonpayment on June 6,We spoke with [redacted] on July 10,and reiterated the information that we needed from her and that her account was inactiveShe indicated that she would contact the accounting office in order to activate her accountWe talked with about the balance she would owe for the tax period as wellOn July 14,we received an E-mail from [redacted] and in return we placed a call to her to follow up; however, she was unavailableWe then responded to her E-mail and requested that she contact our office directly to discuss her caseShe E-mailed in response that same day and asked if we had received her informationWe confirmed with her that we received her bank statements and a copy of the 1099-MISC, Miscellaneous Income, statement for [redacted] compliant states that a lien was filed against her and she lost her checkFrom the detailed account of the work completed, we maintained communication with the IRS and [redacted] regarding her account status and to ensure that all aggressive collection action in the form of levies was on holdWe additionally worked with the IRS in November of to release the levy and requested to have the account placed into a hardship status to keep further collection action at bay with the terms of the return being timely filedWe also initiated the request for any levied funds received to be issued back to [redacted] in which additional documentation was needed by the IRS Ultimately, we put forth great effort on [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 Pennsylvania and we request that [redacted] contact our office directly to resolve any miscommunication or misunderstanding that has taken place and to discuss the plan for moving forward with her caseIf any additional information is required, please contact our office directly If you require any further information, please contact our officeThank you for your time and assistance with this matter Sincerely, [redacted] Director of Public Relations

Dear [redacted] , We are writing in timely reply to the complaint filed by [redacted] ***Please be aware that [redacted] previously filed a Revdex.com complaint against our office in January This complaint was handled by the Washington D.C./ Eastern Pennsylvania Revdex.com office /> Please note that we have attempted already to work with [redacted] and to resolve her complaintsAs she mentions, we did offer a significant refund of $ [redacted] to herHowever, she rejected that offer and has chosen to continue to file complaints If you require any further information, please contact our officeThank you for your time and assistance with this matter Sincerely, Wall & Associates [redacted] ***