Wall & Associates

Dear Ms***,We are writing in response to the additional comments received for the above referencedcomplaint received on October 1, We did attempt to resolve this matter directly with Mr[redacted] A refund amount was worked out directly with himHowever, he then later decidedagainst it and asked for a larger refundAt this point, we ceased trying to work with him directlygiven the Revdex.com complaint and our obligations to respond to it timelyMr [redacted] took ourattempts to work with him out of our hands and chose to complain to the Revdex.comThis has nowcaused us more time and effort to respond and continue to attempt to rectify this matter.Mr [redacted] states his interest in a case summaryWe will be preparing a summary ofthe case and place it in the mail to him within daysMr [redacted] can then review the summaryso that he is more aware of the work that we did complete for himIf Mr [redacted] is interested,he can then contact our office and we will discuss resolution of this matter in regards to a partialrefund of what he has paidHis statements regarding his contractual obligations for payment, andonly being required to pay $to our office are incorrect.If any additional information is required, please contact our office directlyThank you foryour time and assistance with this matter

I paid out alot of money and they did not fix my tax problemI would like a refund of the monies spent for this service

Started out good took care of my federal taxes with in months two and a half years later they was still working on my state taxes always calling me asking for documentations that I gave seem like every month I gave three hundred dollars and when my job ended that's when they cut me off cold after I paid them ten thousand dollars

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.Response to Wall and AssociatesAugust 6, 2015After reading the response from Wall and Associates I am not disputing the fact that “work” was completed on our behalf What I am disputing is the fact that the company is misleading consumers with their advertising that they can help resolve one’s tax issues In our particular case, our situation was worse than when we began with Wall and Associates Knowing what I know now, I could have sent the IRS the $that I paid Wall and be almost half way there In Wall’s response they stated we could reconnect with their organization Why? Why would I continue to pay them with no guarantee of any taxes I owe being lowered? That is crazy! Last of all, from what I understand I am not alone in my particular situation There are many other complaints against Wall on the internet Initially, we were told they had an “A+” rating with the Better Business Bureau which is not true I truly believe they provide advertisements and that their business is truly a “scam” playing on people’s emotions[redacted] Regards, [redacted]

WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia Phone: 877-291-1109Fax: 877-291-By E-mail: [redacted] Revdex.com Serving Central VirginiaATTN: [redacted] Moorefield Park Dr.Suite 300Richmond, VA RE: Mr [redacted] ***: Revdex.com Case#: [redacted] Dear Ms [redacted] , We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr [redacted] Mr [redacted] sought out and hired our services in October of for administrative tax representationI encourage Mr [redacted] to read the attached letter that was also mailed to himOur office has agreed to waive the April fee, the June fee, and the July monthly feeThese fee waivers were discussed at the time we spoke with Mr [redacted] and he was notified of themAdditionally, our office has offered to review his fees at the end of that period in order to determine if any additional adjustments need·to be madeThis was done in order to allow the case team time to perfect, the [redacted] required, 433-A, Collection Information Statement and allow Mr [redacted] an opportunity to review itMembers of Client Services confirmed with Mr [redacted] via telephone that this would be an acceptable solution for himNo one is trying to stall Mr [redacted] case or his right to respond to any complaintOur office took an unbiased look at his case and decided that in the interest of good customer service we would waive a number of fees we were entitled to under the terms of our contract with Mr [redacted] There was difficulty in reaching him in the early part of the year and letters were sent to him requesting he call us at his convenience during that time frameWall & Associates, Incwaived the aforementioned monthly fees solely as a customer service gestureOur office is unable to grant any additional forms of fee consideration at this point, because what we have offered is fairOur office is ready and willing to continue working with Mr [redacted] at his requestHis case has been made active with our accounting office and his case team is working on resolving his tax controversy In the past Wall & Associates, Inchas utilized the services of the Revdex.com Arbitration processWe remain open to utilizing that in this case as well should Mr [redacted] continue to have concerns regarding the fairness of the options we have presented to himOur office has done what was necessary in order to try and address Mr [redacted] concerns and believe that we have fairly presented a solution to resolving his concernsIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely,Wall & Associates, IncBy: Brandon G [redacted]

Revdex.com: I have reviewed the offer made by the business in reference to complaint ID [redacted] , and find that this resolution would be satisfactory to meI will wait for the business to perform this action and, if it does, will consider this complaint resolvedIf the company does not perform as promised I can get back to you at: [redacted] We have, indeed, re-attained an agreement as to the amount of refund I can accept and willI signed their agreement, faxed and mailed originalA follcontact revealed they had processed and, I understand, mailed a check on October or Looking forward to receiving it, hopefully, in today's mail, Monday, October 26.To clarify the confusion about the wording in the letter they sent, their reference was not to $but to "the monthly payments" which, had reached $at the time when we agreed that a refund, rather than continuing monthly payments were appropriate due to the lack of a serious tax issue needing their negotiations assistanceI can't understand how they could be claiming future monthly payments due when the whole agreement regarding continuing monthly payments was based on the idea of providing them $per month until their service was complete.Regardless, I agreed to the refund amount and continue to accept what was negotiated, substantially more than $800, and looking forward to seeing the check mailed nearly a week ago and being able to confirm the matter was satisfactorily settled Regards, [redacted]

Dear Mrs***,We are writing in timely response to the additional comments received for the abovereferenced complaint on May 22, 2015(copy [redacted] )We would like to thank the Revdex.com officefor their continued efforts and assistance with working to resolve Ms***’s concerns.We are sorry to hear our most recent response did not resolve Mrs***’s concernsWerespectfully disagree that a refund is only a quick fix in this caseWe were only attempting toresolve the client’s concerns and offer a fair refund to her in this matterWe are still willing tofinish and complete Mrs***’s case for no further chargesThis work would include verifyingthe proper returns were posted on the IRS account, paying any remaining balances to both states,securing tax lien releases from all agencies, requesting penalty abatement (which could possiblyresult in refunds to the client) from all agencies, and credit clean up services with the three majorcredit bureausWe would be glad to help Mrs [redacted] with those services to tie up the remainingloose ends on the case if she so wishesPer the most recent comments received form Mrs***,it seems that these matters need to be looked into.It is unclear from Ms***’s most recent statements on how she would prefer for ouroffice to resolve her complaintOur prior statement of a refund to her is still a valid option if shewould like to accept itWe are also open to using the Revdex.com Arbitration process to resolve thisdispute if Ms [redacted] would like to as well

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.Hi good eveningtoday [redacted] I received a letter from Wall & Associates saying that they are actively working on my case with the IRS which I think it's a lie because since they started my case they contacted [redacted] from The IRS and they didn't even talk to him they just left him a messegeI am not interested in continuing doing absolutely nothing with them I just want my money back They want me to call them All they do is lie to peopleInfact they don't suppose to be working on my case because I told them to stop everything on [redacted] ***They would tells that they were going to send us a list of papers they needed and they never send the list or they would say we will call u and they would take their time I am going to call them and I will demand my refund again Any suggestions? Thank you Regards, [redacted]

Dear [redacted] ***, We are writing in timely response to the above referenced complaint received on October 13, ( [redacted] )*** *** sought out and hired our services in December for administrative tax representationA tremendous amount of work has gone into [redacted] case and a detailed summary is provided belowUpon receipt of his case on December 13,2013, we contacted [redacted] *** to go over the initial case information*** *** provided us with the basic information and we updated his case file with his responsesSubsequently, we faxed [redacted] Power of Attorney forms to the Centralized Authorized File Unit for the [redacted] *** and to the State of [redacted] for processingWe called the Practitioner's Priority Service with the [redacted] and spoke to [redacted] ID number [redacted] , and determined that [redacted] *** was compliant with no ba***s dueWe mailed *** [redacted] an initial welcome letter and a letter requesting financial information and additional Power of Attorney forms We then created a Form 433-A, Collection Information Statement, from the initial information that was provided to Wall & Associates from our associate, [redacted] on December 18, We attempted to contact [redacted] Revenue Officer, [redacted] ***, with the [redacted] Department ofRevenueHis voicemail prompted that he was out ofthe office until mid-January and to contact Kathy, another [redacted] representativeWe placed a call to [redacted] and she did not see where the Power of Attorney forms had processed yetShe requested we fax her a copy of the forms, so that she could speak to us about [redacted] ***'s caseWe faxed her a copy and she said she would contact us back once she received and processed them We attempted to contact [redacted] on December 23, and were unable to reach him [redacted] returned our call and we went over the requested financial information that we neededWe then attempted to call the State of [redacted] again and were told that we would have to speak with [redacted] ***We explained that [redacted] ***'s voicemail stated he was out of the office until mid-January and that it was urgent that we speak to someone about [redacted] ***'s caseThe representative stated she would submit a request to have [redacted] manager give us a callWe received a call back from ***, [redacted] ***'s manager, and she was able to give us the ba***s for [redacted] ***'s accountShe, unfortunately, was unable to assist us furtherWe subsequently called the State of [redacted] back and spoke with [redacted] , another agent with the Department of Revenue [redacted] was able to fax us over his account ba***s but would not grant a collection hold on the accountShe stated that [redacted] was unfiled for the and tax periods We spoke with [redacted] for a scheduled conference call on December 27,We verbally went over the Form 433-A Collection Information Statement for Individuals with [redacted] and updated all changes that needed to be made [redacted] explained how he had an inheritance of $00,in the bank and was not sure if he should just pay the ba*** offWe explained that we planned to work to have the ba [redacted] lowered for him, but that we would need the financial information that we requested in order to do so We received the additional Power of Attorney forms from the client and faxed them to the Centralized Authorized File Unit for processing on January 7,We called [redacted] and left him a message on January 9,to return our callOn January 15,2014, [redacted] *** returned our call and we explained the difficulty we were having with releasing the levyWe explained that [redacted] was on vacation until mid-January and he was the one we would have to speak with about the levy [redacted] informed us that he worked for his dad and his dad was going to work with him in some way to help him during the difficult financial time On January 16, 2014, we called [redacted] *** and discussed placing a hold on the account and what he would need from *** [redacted] to release the levy [redacted] stated his intentions to leave the levy in place and refused to release it [redacted] finally requested that we provide him with a financial statement and he would consider release of the levyWe discussed with [redacted] a possible abatement of the penalties and interest on the account [redacted] stated that we would have to provide a written request to have the penalties and interest removedWe immediately called [redacted] and explained abating the penalties and interest [redacted] went over his circumstances that caused him to owe the tax and why the returns were not preparedWe requested the and II returns that were currently showing as unfiled with the State to be completed [redacted] explained that he thought he had previously provided those to our office and would look for them and call us back on January 20, We discussed with [redacted] about providing financial information to the State to prove financial hardship and have the levy releasedWe discussed the large amount in his bank account that would negate the claim of hardship and the possibilities to reduce the likability We spoke with [redacted] on January 21, about his 20I& II returns [redacted] explained that he had not filed the returns, but will get them filed and send us a copy once they are completeMr, [redacted] stated he would like us to review them before he sends them in and that ifhe owes, he plans on paying that amount in fullOn January 24,2014, we received the financials we requested from [redacted] and saved them to his fileWe spoke with [redacted] on January 28, 2014, he stated that the returns were taking longer than he expected and he would send them to us once he completes themWe received the & State of [redacted] tax returns on February 5,We contacted [redacted] to discuss the returns received were missing his signature [redacted] stated that he knew the signature was missing, but he wanted us to review them for accuracyWe let *** [redacted] know we would check in on the form type used, because it looked like that form was for amended returns, not original returnsWe contacted the state and verified the forms were accurateWe contacted [redacted] back that same day and let him know the returns were correct, and to mail us the originals with signatures and we would send them to the correct location On March 12, 2014, we spoke to [redacted] *** and discussed whether the returns were mailed to us or not [redacted] stated he had mailed them outWe let him know that we would forward the returns to the state upon receiptWe then asked [redacted] if he filed the returnHe stated he had not, because he did not want to lose any refund he may receiveWe let [redacted] know that to avoid any further penalty he may receive from late filing, he needed to file the return before the filing deadline date*** [redacted] requested we check again that he currently does not have any ba***sWe let him know that we would look into itWe received the signed I & I [redacted] tax returns on March 18, We sent a request to the State of [redacted] on March 19, requesting the state place [redacted] ***'s case into a currently noncollectible statusOn March 31, 2014, we spoke to the State of [redacted] and they stated that they could not place the account into currently non-collectible We called the Automated Collection Services unit with the [redacted] to determine the ba***s owedThe agent requested an updated Power of Attorney form on April 8, That same day we called *** [redacted] and he informed us that his employer [redacted] ***had received another garnishment from the state [redacted] let us know that he would send us a copy of the notice in the mailWe let [redacted] know about the difficulty getting the transcripts he requested from the ***, but we were going to try again with a different agentHe said that was fine and he would file the return soonWe attempted to get the transcripts again from the [redacted] on April 9, and were successful at getting updated transcripts showing the client has a zero ba*** We prepared a written request to the state on April 11, for the removal of the penalties and interested assessed to [redacted] ***'s liabilitiesWe called the State of [redacted] on April 23, and spoke with [redacted] *** [redacted] stated that we need to make sure the reasoning for abating the penalties was included in the letter, and that [redacted] would have to full pay the base tax amount before the penalties could be removed*** [redacted] stated that [redacted] would have to provide a check for each year a debt was owed and notate each check with his name, social security number, and which tax year to apply the check toMr, [redacted] then provided us with a detailed breakdown of each tax year's ba***, including the amounts for the base tax owed, penalties, and interestWe subsequently mailed the & [redacted] returns the State for processingWe mailed to [redacted] .a financial information request letter and notification that the returns have been mailed to the state for processing on April 30, We spoke to [redacted] on May 14,and discussed the information that [redacted] providedWe informed [redacted] the amount of the tax for each tax year [redacted] stated that his federal return was due a refund of $and that would lower the tax that is owed to the state [redacted] wanted to know if we could get a transcript from the state showing how his payments were being appliedWe called [redacted] on May 30, to discuss the transcript request and release of the levy [redacted] ***'s voicemail stated that if we needed to discuss a collection issue to call *** We contacted [redacted] that same day and left her a voicemail on her machine We received a call back from [redacted] with the State of [redacted] on June 2, She stated she was not going to be able to release the levy until the base tax was paid on the accountWe stated that we needed the funds released so [redacted] could pay the base tax, but he could not get the funds together until the levy was released [redacted] stated that she was not going to release the levy at all until he paid the base tax amountWe spoke to [redacted] in regard to the levy and paying the base tax on June 3, [redacted] stated that he was expecting to be able to save half of what he owedWe let him know that we would prepare the financial statement and keep working towards getting the levy released, but he was probably going to have to pay the base tax and we would get the penalties and interest removed once paidWe spoke with [redacted] again on June 20, and informed him we were working on his financial statement and would send it to him for review once complete We spoke with [redacted] on July 7, about the financial statementWe mailed and emailed [redacted] the financial statement that dayWe discussed the timeframe and how the case was taking longer than [redacted] expectedWe explained that we were trying to resolve his case as quickly as possible [redacted] stated that he felt if he paid the base tax and the penalties were abated, then he was not saving anythingWe stated that the penalties and interest added up to $7,572.66, so he would be saving a large amount of moneyWe attempted to contact [redacted] on August 29,2014, but were unable to reach himWe left him a message to contact our office and mailed him a letter requesting contact as well [redacted] returned our call on September 11,and we let him know that we needed the financial statement back from him signedHe said he would send it back to us, that he was concerned about the timeframe his case was taking We spoke to [redacted] again on October 2,and notified him that we received the updated financial statementWe let him know we would contact the state and look into doing an offer for him, if possibleWe contacted [redacted] on October 9,to discuss getting the account transcripts detailing the payments made on the account and where they were applied, but had to leave him a messageWe called [redacted] and explained that we had to leave [redacted] a message to return our call [redacted] was upset that his case had not been completed yetOur office notified him that his case would be sent to our Client Services Group to see if they could assist him with the fees and address any concerns he was having regarding his caseHe stated that he was just frustrated with the time the case was taking We then prepared a request on October 13, to our Client Services Group for possible fee considerationWe also attempted to contact [redacted] again and his voicemail said he was out of the office and to contact [redacted] for any collection issuesWe immediately called [redacted] and left a voice message for a return callWe then spoke to [redacted] and he was upset that when he called the State of [redacted] they told him that we had only sent the Power of Attorney form in February and that we had not contacted them on his behalfWe notified [redacted] that was not accurate and that we could send him the confirmation showing the Power of Attorney was sent when we received his caseHe requested that we email him the information which was immediately sent to him for his recordsLater that day, we received a call back from [redacted] with the State of [redacted] She stated that the State may be able to reduce the levy, but she wanted the financial statement sent to her before she would consider itWe explained that we would need the levy removed because [redacted] could not afford itShe stated that we would need to submit a request for a settlement for a hardship status to be granted We received an email from [redacted] on October 14, that he was terminating servicesWe respond back to [redacted] that we had received his request and that we had forwarded his case through our Client Services Group to discuss his request Throughout the duration of [redacted] ***'s case, our office maintained consistent communication with [redacted] ***, the Revenue Agent assigned specifically to his account to collect the ba [redacted] due for the state [redacted] ***'s complaint states that the Power of Attorney Form was not on file with the State and our office had not been working with them towards resolving the tax liabilityThis is untrue as the above summary of his case indicates all of the tax personnel at the [redacted] our office spoke with during the time we represented [redacted] ***Wall and Associates, Incworked with different [redacted] employees over the term of the agreementFurthermore, the case team working on the case coordinated with the [redacted] about the extent of the taxes claimed due, and discussed possible resolutions with the agent [redacted] is aware we worked with the [redacted] and State on his behalf as he received updates on our contacts with them directly from our office We work very hard to ultimately settle our client's outstanding tax problems and we understand the frustration and stress brought on by these mattersWe would like nothing more than to resolve the miscommunication regarding [redacted] ***'s case; however, we fully disagree with [redacted] statement that our company preys on the vulnerable [redacted] did not allow our company the opportunity to complete his case and finalize the tax matters for himWe regret that he decided to end our representation of his tax matter before his case was able to be completed We would be glad to move forward with completion of [redacted] ***'s caseTo do so, we would be open to discussion of fee consideration with [redacted] ***He may contact our office to discuss this option further If you require any further information, please contact our officeThank you for your time and assistance with this matter Sincerely, Wall & Associates, Inc

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

After talking to a wall and associates rep last week about a rufund of my moneyi was told I would have a response by last fridayI never heard back from the rep or anyone elseAfter making several phones calls and leaving many voice messages I still haven't heard backPerson I spoke to was Berniei cannot recall the last nameI would like to thank the Revdex.com for taking the time to hear my case and hope we can reach a successful conclusionThank You

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] Wall and Associates has a lot of nerve stating they had trouble communicating with usThey said numerous times they contacted me and left a messageThis is a total lie Not only did the "team" suffer staff attrition to the point that I never knew who I was talking to...but it was me would constantly do the calling and requesting for information on what was going on with my case I was never given any written update on anything that was going onIt is easy to say whatever you can to cover yourself as a corporation, but why was I not given a monthly update? Instead I found staff there were clueless, unorganized and young and inexperiencedYou would think that the padded fees they charged each month would render that consideration I was asked numerous times for the same information I had sent in earlier...again confusion and disorganization The ONLY TIME I had consistent communication was when they wanted their money!!!! I don't care what Wall claims they have doneFor me, it has been nothing but heartache, frustration and emotional turmoilThis is no way to run a business I found the employees to be very young, non professional and robots of this company In a almost years that I have been "spinning my wheels" but GOING NOWHERE...my satisfaction level with this company is non existent!!! I met with your Vice President of Sales in February of in a downtown building after hours with no other staffIt is here where this so called Corporate man took my $and wrote on a piece of paper that I would settle for less than $ Thinking back, there was no Wall and Asslogo anywhere in that building? what kind of a company are you running? My attempts to reconnect with this man have been futile I am completely unsatisfied as a client, I have wasted almost years of my life with this company who has caused me pain and anguishI have accrued more fees from the IRS and am in better position with them now then is I demand my money back so I can work with the IRS on my own and start all over again I am years oldI do not need to waste any more time I know other companies that charge a flat fee of less that $and are members of the Revdex.comI wish to God I had known about them in I will not stop until I have been compensated for my lost time and money [redacted] ***

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.I have not received an offer, only someone calling me from wall and associations telling me that they would like to resolve this matter, not sure how they would do thatI was inform that they would call me back Friday 6/10/(no call) they then told me they would call me back today 6/13/16, to try to resolve this matterTo date I have not received any paperwork showing what they have done with my case even after I was told that I would receive it within 2-weeks, it has been weeks since this was told to me Regards, [redacted]

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below MrG [redacted] is incorrect, I have left several messages for Clarissa C [redacted] within the last week and have received no returned phone calls or emails The info she provided me was not what I had requested weeks ago and the gentleman she transferred me to has not returned any calls after several voice messages I do have a missed call from "Wall Brandon G***" on my phone, I did not recognize the number, let it go to voicemail, no message was leftTime is becoming an issue All I requested weeks ago was a refund of the unused portion of the fee I initially paid At the time of the request I was told the firm doesn't have electronic records so it would take weeks for a review and a response, that was almost months ago Regards, [redacted]

RE: [redacted] , Revdex.com Case#: [redacted] Dear Ms [redacted] , We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mrand Mrs [redacted] Mrand Mrs [redacted] came to Wall & Associates, Incin conjunction with outstanding tax balances related to an [redacted] tax debt comprising several business tax yearsWall & Associates, Incmaintains communication requirements that all of our staff are required to followMs [redacted] was transferred to our Client Services Group to discuss some ongoing concerns that she had regarding her case and our department was in the process of reviewing those concerns when this complaint was filedAt the onset client services personal stated that they could not function as a substitute for the case team assigned to their account and that at various times Client Services personnel might be unavailableThe Case Teams assigned to our client's accounts are the first line of communication in addressing client concernsThe staff of Wall & Associates, Inchave communicated with numerous personal in regards to the unique situation that Mrand Mrs [redacted] found themselves presented in They requested, of our office, that a payment formed under bankruptcy proceedings be modified Our office was in the process of fulfilling their requestOur office was in contact with the revenue officer assigned to Mrand Mrs [redacted] 's account, the revenue officer's Manager, the territory manager covering Tennessee, the [redacted] , [redacted] Automated Collections, [redacted] [redacted] and eventually the individual who had previously handled the bankruptcy proceedings which is when this complaint was filedSupporting documentation is provided as available Our staff made it very clear to not default this particular form of [redacted] re-payment plan There are serious ramifications for defaulting any type of installment agreement and much more so in a case like this oneWe deeply regret that Mrand Mrs [redacted] are not satisfied with the services our office has provided and are currently in communication with them on how to best proceed forwardIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely, Wall & Associates

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'm not satisfied with this offer because it's not what we paid them for doing nothing , we were recently told by the IRS that (Wall & Associates) Never been in contact with them on our behalf, so when I found this out it had, made me very angry with this company after wasting our time, this Company can not repeat cannot tell the truth, how can they be trustedAnd they have also wasted the Revdex.com, time as well Regards, [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] *** [redacted] sought out and hired our services in March of for administrative tax representation.Wall & Associates stands ready to work with our clients to ensure that our office is able to properly address their concernsHowever, we would also like to state that our office stands ready to defend work we perform[redacted] signed a mutually binding contractual arrangement for our office to represent them before the [redacted] The amount they paid for services is less than the amount that they contractually agreed to pay for us to begin representation servicesAs a customer service gesture, to protect them from aggressive collections action, our office assigned a team of competent tax resolution specialists, to address their ongoing tax matters, before they had full paid our required initial fee.Subsequently, [redacted] terminated services requesting a refund and in so doing filed a chargebackOur office will not grant a refund for services currently under chargeback, especially when we have earned the fees under reviewOur office responded to the chargeback and in so doing appear to have satisfied their credit card processor that we were in the right.Our office within the span of a few days contacted the [redacted] twice, confirmed [redacted] were not currently under threat of collection, ordered appropriate transcripts related to the account, confirmed the balance was accurate by reviewing the [redacted] generated [redacted] notice in conjunction with their filed return and ordered transcripts, and established the optimum resolution path in regards to the accountOur office informed [redacted] that filing an amended return may help reduced the balance and in conjunction with an abatement should reduce the balance to a more manageable level [redacted] subsequently took this advice and ended services with Wall & Associates Our office conducts an immense amount of work in the beginning phases of a case and cannot grant refunds without due cause.Respectfully, [redacted] are not entitled to a refund for work we have fairly providedIn trying to discuss the issue with [redacted] they threatened various third party entities, the Revdex.com includedTheir threats did not factor into a decision we felt was fair in regards to their refund requestOut office did offer [redacted] a case summary in response to his specific concernsOur office was unable to establish if this was something [redacted] wanted during our conversation with himWe have provided it here for him and a copy has been mailed to their address of record.As always, our office works with client on a continual basis to address case concerns or provide monetary relieve with our fees when we are ableWe find it highly unlikely that any other company in our industry works with clients as much as we do in response to concerns or fee issuesWe will not grant refunds for work we have performed.If you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,Brandon G [redacted]

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

[A default letter is provided here which indicates your acceptance of the business's offer If you wish, you may update it before sending it.] Revdex.com: I have reviewed the offer made by the business in reference to complaint ID [redacted] , and find that this resolution would be satisfactory to meI will wait for the business to perform this action and, if it does, will consider this complaint resolvedIf the company does not perform as promised I can get back to you at: [redacted] Regards, [redacted] ***

Dear Ms***,We are writing in response to the correspondence our office received regarding the additionalquestions you had concerning the aforementioned case on October 28, (copy [redacted] ).The IRS letter dated July 8, was in response to our request to have the audit, which Mr[redacted] had gone through prior to hiring our firm, reopenedOur office had submitted a request alongwith supporting documentation for considerationThe notice in question is the denial notice to reopenthe audit based on the Internal Revenue Service's opinion that the correspondence our office provideddoesn't warrant a reconsiderationAdmittedly, it can take several attempts before the IRS will agree toreopen an audit and consider additional information.Mr [redacted] 's initial case plan was to argue the audit by getting the IRS to reconsider their stancethat he was a passive participant with regard to his rental propertiesIf he been designated an active andmaterial participant the losses he was audited for could be allowed and the case completedHowever,the information Mr [redacted] provided did not reflect a passive activity loss to support the loss amounton his tax return Therefore, the IRS removed the loss previously listed on the return which in tumcaused a balance due for that tax yearDuring his time with our firm we had prepared and worked withMr [redacted] to perfect form 433-A, Collection Information Statement for Wage Earners and SelfEmployedIndividuals, to ensure that if necessary we would.be ready for alternative options in resolvinghis caseWhen Mr [redacted] 's case was closed with our firm we were preparing for an additional auditthat had been opened by the IRS for tax year Any alternative resolution would be dependent onthe completion and closure of this audit firstOur office has no control over when and if the IRS decidesto investigate a prior year return, but the audit would have to be resolved before a final resolution couldbe reached.Per your request I have [redacted] copies of the written correspondence between our office andthe Internal Revenue ServiceI have redacted Mr [redacted] 's social security number due to privacyconcernsA case summary has already been provided in our previous correspondenceFor yourconsideration I have [redacted] the relevant casework undertaken on Mr [redacted] 's case during the timeframes you requested.Our office received Mr [redacted] 's case on Oetober 6, Upon receipt of his case, Power ofAttorney forms were filed with the IRS and the state of New Jersey to advise them of our representation.We contacted the IRS that day to obtain the balances on Mr [redacted] 's accountWe spoke with AgentBradford, who advised there were no balances at that time, but there was a previous audit for thathad resulted in no changesWe attempted to contact Mr [redacted] this day to discuss his case further,but had to leave a message requesting a return callWe then attempted to contact the state of New Jerseyin order to obtain the balances on his account, and the agent·stated that there were no balances owed andall required returns had been filed.We attempted to contact Mr [redacted] again on October 8, 2014, but were unable to reach himand le.ft a me.ssage re.questing a return callWe spoke with Mr [redacted] on October 9, 2014, anddiscussed some initial information regarding his caseThat same day, he e-mailed us a copy of the IRSNotice of Deficiency for tax year that had been issued to him on July 24, We spoke withMr [redacted] again on October 10, 2014, and discussed his case in more detailWe then sent aresponse to the IRS in regards to the Notice of Deficiency stating that the income reported should beconsidered a loss due to the passive/active/material participation rulesWe spoke with Mr [redacted] regarding the response that we had mailed to the IRS, and forwarded a copy of the letter to him viaemailDuring our conversation, we reviewed the information that would be additionally needed inorder to dispute the liabilityWe also scheduled a conference ca}l for October 17, 2014, so that wecould further discuss his case and review his current financial situation to plan for a resolution of anybalances that may remain after the audit dispute was completedOn October 13, 2014, we mailed aJetter to Mr [redacted] with a list of the requested financial information, along with Power of Attorneyforms for the state of New York and additional IRS Power of Attorney formsWe attempted to contactMr [redacted] on October 17, for our scheduled conference call, but were unable to reach him andhad to leave a message.On November 11, 2014, we attempted to contact Mr [redacted] again to discuss his case butwere unable to reach himWe also mailed a letter to him, adv~sing him of our attempts to contact him.We spoke with Mr [redacted] on November 20, 2014, and discussed the status of his caseWerescheduled the missed conference call for November 24, We spoke with Mr [redacted] onNovember 24, for the conference callWe reviewed the Notice of Deficiency and IRS Form 433-A, Collection Information StatementWe additionally· notified Mr [redacted] of the case plan weestablished to work towards resolving his tax liabilityOn December 31, 2014, we attempted to contactMr [redacted] in order to discuss his case, but were unable to reach him and left a message requesting areturn call.We attempted to contact Mr [redacted] again on January 27, 2015; and January 30, 2015; butwere unable to speak with him on either occasionOn February 9, 2015, we mailed additional IRSPower of Attorney forms to Mr [redacted] for signatureWe spoke with Mr [redacted] on February 18,2015, and discussed his refund being seized by the IRS and the status of his caseOn February 20,2015, we contacted the IRS in regards to the Notice of DeficiencyWe spoke with Agent Simmes, whostated the system was experiencing technical difficulty and to try again laterWe then spoke with Mr[redacted] and updated him on our attempts to contact the IRS on his behalfWe spoke with Mr[redacted] again on February 23, 2015, and discussed his concerns about the case time and resolutionoptionsWe then prepared and sent another response to the IRS in regards to the Notice ofDeficiency, we forwarded a copy of this response to Mr [redacted] as well via E-mailOur office took the appropriate steps in attempting to address Mr [redacted] tax controversy.Our office has additionally been more than reasonable in accommodating Mr [redacted] 's requests foradditional informationUnfortunately, our office cannot help that the Internal Revenue Serviceresponse process is slower than he expected.In a good faith effort to continue to work towards resolving this complaint satisfactorily, wewill offer to refund Mr [redacted] $1, of the fees he paid for servicesWe make this offer in goodfaith to try and help resolve his concerns and address any misunderstandingsThis refund offer is notbeing made as an admission of liability to the client, but only to resolve any complaint ormisunderstandingWe completed work on this case and the money was earned, but we are willing tooffer this refund to resolve the matter.If you require any further information, please contact our office Thank you for your time andassistance with this matter.Sincerely,Wall & Associates