Wall & Associates

Dear [redacted] , We are writing in timely response to the additional comments made by [redacted] and received on June 24,(copy enclosed)It is unfortunate that [redacted] *** [redacted] refuse to try to understand the work we completed on this serious tax matterTheir belief is that simply because their tax bill has not been reduced greatly, we have therefore done no work for themThis is simply untrue Tax resolution takes a great deal of review, analysis and planning, all of which we did on the [redacted] behalvesIn our previous responses, we have provided detailed accounts of the phone conversations our office held with [redacted] over the course of the case to discuss how to resolve the tax matter Additionally, [redacted] filed a complaint with the North Carolina Attorney General's OfficeOur corporate legal counsel responded appropriately and timely to that compliantWhile we are working diligently to address their concerns, [redacted] * [redacted] are not seeing the work that the case team has performed on their behalf to work on resolving their extensive tax matters We also would like to again address the specific complaints by [redacted] in the Revdex.com Complaint received June 9, Per our conversation with the IRS and Tax Examiner [redacted] , we were advised that the information [redacted] provided previous to our representation was insufficient and created a tax delinquencyWe had requested additional information from the clients in order to properly argue the assessment by [redacted] per the wishes of [redacted] In May of [redacted] eluded to the fact that they had additional information and would be sending itOnce this information would have been received'we would have forwarded this to [redacted] in order to argue the liabilityUnfortunately, without this information we have little to argue on the liability that the IRS is assessingThe first occasion in which [redacted] spoke with [redacted] was on May 8th, During that conversation she explained the case in detail to [redacted] as we had previously been told not to correspond with her per her husbandShe agreed to send an E-mail to [redacted] when work was performed regarding the case and current auditWe again were not able to provide anything to [redacted] as it was not provided by the clientsIn no point during that conversation did [redacted] *** advise [redacted] that nothing had been done on the caseThe case was actually thoroughly discussed with [redacted] in regards to the examination and case progress [redacted] did state to [redacted] that if they are unable to provide us the necessary documentation proving the expenses claimed on the tax return it will be unlikely that the IRS will lower the balance owed through the auditWeekly updates were not discussed as the team knew that they needed information from [redacted] to argue the assessment and would not have a detailed update until they provided this informationWhen dealing with taxpayers that owe the IRS or State Department back taxes we do not make it a habit to leave messages or speak with unauthorized individualsThis is the reason no voicemail was left for [redacted] at her schoolWe would have left a message for her had it been her personal voicemailHad the secretary answered the phone and not an automated system we would have left a general message for [redacted] to return our callWe did respond to her Email immediately after and spoke with her husbandPlease be aware that per the Notice of Deficiency dated April 9,the deadline to petition tax court is July 8,and we have advised [redacted] that we can provide additional information to [redacted] prior to that dateAgainto date we have received no additional information from the clients in order to argue this assessment Additionally, [redacted] claim that they "spoke with the IRS last week and their employee [redacted] # [redacted] told my wife that the IRS has no record of them ever calling regarding us." Wall and Associates, Incworked with different IRS employees over the tetm of the agreementFufthermore, employees working on the case coordinated with the collection officer about the extent of the taxes claimed due, problems with the Loftus tax returns, particularly deductions, and planned enforcement if there was no progressThe authorized representatives on the IRS Forms and are the individuals who are working on the case as they are eligible to discuss client cases with the IRSTherefore asking about the business name would not provide the detailed documentation of the correspondences made between those individuals and the IRS Unfortunately, given the fact that we work with the lnternal Revenue Service regarding serious tax matters, we cannot provide guarantees to any client that their case will resolve in a specific wayJust as any doctor cannot guarantee cures for any medical ailmentWe did the necessary work to provide input as to the appropriate case planning techniques and overall case plan to [redacted] We have worked very hard on this case and there is still work to be done towards resolving the matterWhile it is unfortunate we could not resolve this matter internally with the clients, please be aware that the attempts to do so were madeIf the Revdex.com has suggestions for how we can resolve this with the clients we are certainly welcome those suggestions At this time, we request this matter be closed administratively with the Revdex.com due to the fact that the clients have escalated their complaints to the North Carolina Attorney General's office and that matter is currently pending If you require any further information, please contact our officeThank you for you time and assistance with this matter Sincerely, Wall & Associates [redacted] Director of Public Relations

WALL & ASSOCIATES, INC.P.OBox 747Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114By E-mail: [redacted] Revdex.com Serving Central VirginiaATTN: [redacted] Moorefield Park Dr.Suite 300Richmond, VA 23236RE: Mr [redacted] ***: Revdex.com Case#: [redacted] Dear Ms [redacted] ,We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr [redacted] Mr [redacted] sought out and hired our services in October of for administrative tax representation.Our office has attempted to address all of Mr [redacted] concernsThere is no further information that our office can provide in regards to his caseOur office is committed to working with our client in any manner necessary to see their tax matter resolved successfullyOur office has attempted to waive a number of the fees that Mr [redacted] agreed to pay in order to address his concerns and see that his tax controversy be resolved in as quickly a manner as possibleFurthermore, our office has agreed to review his fees at the end of such term and make additional modification as necessaryNo further forms of consideration can be granted at this time.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 concerns.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]

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 To start off, the reason that they were not paid their monthly fee is because I felt that it was not justified seeing as they took $ [redacted] from us in June and no work was done with the exception of sending a letter requesting documents and one phone call, until mid JulySo what was my $ [redacted] used for exactly? It seems that there was purposely no work done until the monthly billing time would've taken effectThere was no additional work done after July 28th, requiring any additional monthly paymentsIf they had their way, they would've continued billing me monthly until my deadline with the [redacted] in October meanwhile doing nothing on the case to warrant the $ [redacted] a monthAs far as me stating that the office "sounded busy", that is not at all what I saidI stated that it sounded like one of my caseworkers sounded like she was in a telemarketing area because I could hear other people talking and trying to sell their servicesWe were urged to accept the offer only to put a hold on any further collection and then we would be able to resume negotiations, which is why I contacted them again in September to resume negotiations as were coming upon the payment deadline and we were trying to work with the ***In speaking with [redacted] myself, that was in fact not true and I was able to complete negotiations without Wall and Associates helpAs for the tax team on my case, I was initially told that we would have a conference call with all the team members to discuss the caseThat never happenedThe only person we ever spoke to was MrH [redacted] with the exception of MsK [redacted] onceI would like proof of the supposed extensive work done on my case as most of the contact with the [redacted] was done by 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 Wall and Associates is a professional Con organization, the firm has the reputation of cheating and deceiving, I have experienced this first handI would not have asked for reimbursement of any sort if the firm had represented me or had done something substantial that I could not have done myselfWall and Associates first gave me the impression that they had my situation under control and did not want me to contact the IRS directly but is now saying that they have no control on the time line of response from the IRSIf this had been clearly communicated to me I would have filed the same documentation they sent on my behalfI did not have time to do this before that's why I hired a firm to do it for me but had been deceived the entire timeWall and Associates is well versed in crafting counter commentaries without taking any responsibility for their devious business practicesI have indicated most of my concerns and experience dealing with this firm in previous responses and have no additional statement at this pointIt would lead no where with this firm since they have pocketed my money, it is not their concern that as a customer I had absolutely not gained anything out of my investmentTherefore I will not accept what they are noting, I have been misrepresented and deceived, that is the fact This firm should not be allowed continue to do this to people Regards, [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: [email protected] 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 If your company is so concerned with pleasing their clients they would agree to refund my money. How many future customers would like to go through what I have been through? How many clients or future clients would look at this as a favorable experience? My reason for stopping payment at certain times throughout the tenure was because of my frustration with the lack of progress on my case. I am now working with the Irs on my own this is exactly what I paid you the money to do! When I visited the local IS office they were quite frustrated with the lack of continuity with tax resolution. I am currently working with them to resolve my tax issues and I guarantee that this will be resolved before the end of 2015. FEBRUARY 2016 would be 5 years with WALL! I am sure if you look through the files you will see that I contacted you many times throughout the tenure frustrated and upset to the point of tears with what was going on. Ii finally reached the point where I just couldn't do it anymore. ..or afford to continue. I feel that what you did for me is not worth $15,000!!! I will continue to work with the IRS. on my behalf. If anything. .you keep the $300 for all your hard work and refund me the rest of my money. Added note: The person I met with was indeed the vice president of Sales for Wall in this region. HE WAS ON LINKEDIN and I recognized him. 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 When I paid the deposit and hired W&A, I told them I took a 2nd job to afford their monthly fee, I was not available for phone calls during their business hours, so they ok'd communications through email(The same way they agreed & allowed me to make bi-weekly payments of $175, but yet I'd still get phone calls and "late notice" letters in the mail!) When they asked for the paper signed documents, I questioned "why?" since from the time I hired them all documents were accepted electronically (because it was a faster process to get them the documents they needed, and a better "paper trail" as to whether they received the items or not!) As they state in their letter - in June (almost a year & a half later of working with them) they asked me to mail them physical copies - which I did, twice, because I was told they never received the signed copies in the mail(2nd signed docs sent in Aug2015)IF they never received them how come I never got a voice message, email, letter in the mail from W&A ? I didn't move, my phone number and email are still the same! Maybe they filed my paperwork under someone else's SSN, since I received multiple documents with someone else's SSN on them? To this day, I never got a call from them! Which was also strange because I stopped paying them, I thought that would prompt them to get in touch with me, but they never did I need to make arrangements with the IRS and pay the IRS, I do not want to "attempt" to work with Wall & Associates againThey don't work in a timely manner, they are not thorough and they do not do a good job at keeping their clients in the loopI'd have to be taking long breaks at work just to call & get a status on my case! This was way too stressful for me, I missed almost 3months of work due to anxiety & depression in Sept- Nov2014, I cannot waste any more of my time trying to settle things with the IRS by going through Wall & Associates! I cannot get my time back but I need my money back ASAP! I think it's fair to only ask for half of it back! I am happy to provide copies of all my emails and notes I have taken for the past years proving their poor business practices! Regards, [redacted] ***

Dear [redacted] ,We are writing in response to the recent complaint filed against our complaint regarding the fees paid and services rendered to [redacted] [redacted] is a durable Power of Attorney handling her father, [redacted] , case.Wall & Associates, Inchas spoken with [redacted] and provided her any additional phone number to another member of the Client Service’s Group at Wall & Associates, IncPer our conversation with her and upon review, the signed agreement for refund was received on August 18, It does take our office a few weeks to process refundsAfter speaking with her I confirmed the signed refund agreement was received by our accounting department and that the refund was the in the process of being mailed to her.I you require any further information, please contact our officeThank you for your time and assistance with this matter

Dear Ms***, We are writing in timely response to the additional comments received for the above referenced complaintIt should be noted that we previously provided significant fee consideration to Ms***We have already let her know that her fee to our office would be suspended for the duration of her current Offer in Compromise that is pending with the IRSWe respectfully disagree with Ms***’ statement that our last response contained bogus statementsOur responses are based directly on the case file and work we complete for the clientWe have no need or desire to falsify information regarding a caseWe operate on a very strict standards of ethics Our office did provide Ms [redacted] a case summary on August 11, The case summary at that point provided her with the work completed on her case through July of Therefore, the information in our compliant response only differs due to the added information on the case since that timeIf Ms [redacted] has specific questions regarding any work completed on her case or that was in the complaint response, we ask that she contact our office directly to discussMs ***’ comments also declare that “I was told by IRS that at least 99% tax situations can be resolved without involving a third party”The IRS has various resolution programs that taxpayers can take advantage of to resolve their tax liabilitiesQuick resolutions that taxpayers handle themselves often involve a monthly installment payment to the IRS, or payment in fullMs ***’ additional comments states that “they did not follon my Offer in Compromise”We have continually followed up with the IRS regarding the Offer in Compromise we submitted on her behalfWe have set guidelines for our case staff members to follow up regularly with the IRS both via phone call, and in writingAdditionally, our office maintained communication with Ms [redacted] regarding the status of the Offer in Compromise and the Offices that the IRS had transferred it to before finally be assigned to an examinerRecently this month, we were notified by the IRS Offer Examiner that Ms [redacted] called the IRS herself regarding her OfferTherefore, the IRS revoked our Power of Attorney form and would not allow us to speak on the caseWe discussed this with Ms ***, and since she did want our office to continue to work her case, we let her know that we had to send new Power of Attorney forms to her to sign so that we could speak to the IRS againThose forms were sent to her promptlyAs we mentioned earlier in this letter, there was a deadline to the IRS Offer Examiner of April 10, We were unable to meet that deadline since we did not have the information we asked Ms [redacted] to send (per IRS request)It is very questionable at this time as to whether the IRS has kept the Offer open or has closed itWe have attempted to call the IRS on the matter but have not received a responseIf the Offer is still open, we are again in agreement to suspend billing for Ms [redacted] so that we can work her case while the Offer is pendingIf the Offer is closed, we will be glad to discuss with Ms [redacted] her preference for this case and whether she would like our office to submit a new Offer to the IRS on her behalf or notIf she does not want to move forward with us as her representatives, we will discuss a partial refund to her in good faithWe have worked very hard on her case though and while a refund is not warranted based on improper work or lack of work, we will consider it to resolve a client complaintIf you require any further information, please contact our officeThank you for your time and assistance with this matter

We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr [redacted] ***He sought out and hired our services in September of for administrative tax representationIn response our office would like to address any case concerns he may haveOur office apologizes for this client's experience; however, our fees are clearMr [redacted] was provided an opportunity to review our administrative tax controversy agreement prior to signing it and did agree to the initial fee for our servicesOur office works with our client, as able, with our fees and in some cases in regards to partial refundsThe services that we provide at the start of a case are extensive and this normally means that our office is simply unable to offer a refund for themIn reviewing this account it appears this client requested our office provide them offer documents for the state and ceased services with us in early October of In reviewing the case file it does not appear that this client asked for a summary of the actions that took place on his account through the date of terminationI have requested the case team who was working with Mr [redacted] prepare a summary and provide it to himSuch documents usually take around two weeks to complete and will be forwarded to him on completionIn reviewing this case our office will be unable to provide a refund for services we provided through the date of terminationIf Mr [redacted] should have questions or concerns related to the casework undertaken we encourage him to reach out to our office to discuss them If you require further information, please contact our officeThank you for your time and assistance with this matter Sincerely, Brandon G [redacted] , MBA, EA, CTRS

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 April for administrative tax representation.Our office has tried to reach [redacted] in regard to her concerns, unfortunately, we have been unable to reach herWall & Associates, Inchas reviewed her caseIt appears in June of Offer documents were sent to [redacted] that would hopefully see a final resolution to her caseOur office does see where those documents were returned electronically, however a subsequent request was made to have those sent via the postal service since an actual signature is requiredIt doesn’t appear that our office has a record of receiving those documents backCommunication with [redacted] has admittedly, per sparseOur office has attempted on a number of occasions to reach her to request those documents be returned and that has not be successful.I would like to request [redacted] reached out to our office so that we may speak with her in regards to her concerns and work out a mutually beneficial arrangement that would see her case completed in the most expedient manner possible.If you require any further information, please contact our officeThank you for your time and assistance with this matter

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

Hi [redacted] Wall & associates still has not sent me the contract they had me signMy lawyer wants to look it overIs there anyway you can put a fire under them to send it? [redacted]

I spent over 15k to resolve an issue with unfiled tax returns, Wall and associates did absolutely nothing to mitigate the issuesI actually had my bank account seized twice while they supposedly were handling my caseDO NOT GET RIPPED OFF!

Dear Ms***, We are writing in response to the recent complaint filed against our company regarding the fees paid and services renderedMr& Mrs [redacted] sought out and hired our services in June of for administrative tax representationThe case team rapidly acted on the ***s’ case to work towards resolving their tax mattersBelow you will find a summary of the actions completed since receipt of the case for administrative tax resolutionUpon receipt of Robert & [redacted] ***’s case on July 21, 2011, we immediately contacted them that day to verify the information we received with the case, to provide our contact information, and to obtain background information regarding their tax matterAdditionally, Power of Attorney forms were immediately filed with the IRS to make our representation knownAn introductory letter was then mailed to them that introduced their case team, and requested specific financial documents in order to begin evaluating possible resolutions regarding their tax matterWe scheduled a conference call with them for March 3, On February 15, 2011, our office contacted the Internal Revenue Service (IRS) and ordered additional documentation to assist with the review of their caseWe were notified by the IRS representative that there were currently balances for tax years 2004, 2005, 2006, and in the amount of $28,581.07, and the and Form returns had not been filedOn February 16, 2011, we mailed a request to the IRS for a hold to be placed on Mr& Mrs***’s account while we reviewed their financial information to evaluate possible resolution optionsWe contacted Mr& Mrs [redacted] for the scheduled conference call on March 3, and a message was leftOur office spoke with them on March 7, 2011, and we rescheduled the conference call for March 21, We held a conference call with them on March 21, At that time, we discussed the balance information we received from the IRS and went over the financial statement to begin evaluating possible resolutions for the tax matterWe then updated the IRS form 433-A, Collection Information Statement, from the information we had receivedOn April 5, 2011, our office received the unsigned tax returns for periods and We contacted Mr& Mrs [redacted] that day to discuss the unsigned returns, and a message was leftUpon receipt of the signed tax returns on April 13, 2011, our office mailed them to the IRS for processingIn May 2011, our office began reviewing the Notice of Deficiency for tax year that was issued as a result of the return not being filed prior to April 4, We discussed this notice with Mrs [redacted] in detail on May 31, From the end of June through the end of November we were forced to stop work on the case due to payment delinquency by the clientsWe resumed work on November 28, That day we spoke with Mrs [redacted] regarding a levy that had been issuedWe requested updated financial information from them in order to work toward the release of the levyWe contacted the IRS Automated Collection Service on November 29, and successfully negotiated a reduction of the levyWe immediately contacted the ***s that day to discuss the partial release and the work that had been completedWe spoke with the clients on December 2, 2011, December 6, 2011, and December 8, and discussed their case in detailWe spoke with the IRS on December 9, and obtained an update on the Installment Agreement (IA) request to fully release the leviesWe were notified that an IRS manager still needed to approve the IA to fully release the wage and Social Security leviesWe spoke with Mrs [redacted] that day to discuss the progress towards the full release of the leviesOur office again spoke with the IRS on December 13, to obtain an update on the levy releases, and we were notified it was still pending manager approvalWe left a message for Mrand Mrs [redacted] on December 13, and again on December 14, with this updateOn December 15, 2011, our office spoke with the IRS again regarding the levy releases and was notified that it would be faxed on that dateWe contacted Mrand Mrs [redacted] that day to discuss this, and a message was leftOn January 3, 2012, our office discussed a notice Mrs [redacted] had recently received and requested that she fax it to our office for reviewWe contacted Mrs [redacted] on January 24, and discussed the Notice of Federal Tax Lien filing and the appeal rights that would be implemented by our officeOn January 26, 2012, our office filed a Collection Due Process Hearing request with the IRS in response to the Notice of Federal Tax Lien filingOn February 6, 2012, our office updated IRS Form 433-A Collection Information Statement, in order to plan for an ultimate case resolutionWe contacted Mrand Mrs [redacted] on February 10, to discuss the Form 433-A, and a message was left requesting a returned callOn February 14, 2012, our office discussed the updated Form 433-A with Mrs [redacted] and the next steps to move forward towards a resolutionWe also discussed that Mr***’s employment had recently endedWe contacted Mrand Mrs [redacted] on March 30, to provide a case update, and a message was leftOn April 13, 2012, our office discussed the filing status of the tax return with Mrs***, and we were notified it would be filed by the deadlineWe spoke with Mrs [redacted] on April 17, regarding the E-File of the being rejected, that the problem was being corrected, and the return would be re-filedWe received a copy of the return on April 19, from the ***sWe mailed updated IRS Power of Attorney forms to Mrand Mrs [redacted] on May 21, for their signatures in order to update our representation authorizationFurther, in response to IRS Final Notice of Intent to Levy for tax year for 1040, we filed a Collection Due Process Hearing Request with the IRSOn June 14, 2012, our office contacted Mr& Mrs [redacted] to discuss the need for the Power of Attorney forms sent previously for their signature, and a message was leftOn June 15, 2012, we received the Power of Attorney forms and left a message for the ***s that day indicating receipt of the formsWe also mailed a hold request letter to the IRS on July 23, in response to a notice of intent to levy issued on tax year to prevent further collection actionWe contacted the clients on July 30, to provide a case update, and once again, a message was leftWe contacted Mr& Mrs [redacted] on September 14, to discuss the case plan, and a message was leftOn October 1, 2012, we discussed the IRS Form 433-A, Collection Information Statement, with [redacted] in detail Additionally, we requested updated financial documents in order to ensure that the form was correct and up to date with their current financial situation Subsequently, we mailed a letter to Mr [redacted] requesting the documentation we needed from himWe contacted Mrs [redacted] on November 16, to discuss the case and obtain an update on the documentation we had requested the previous monthA conference call was scheduled with Mrs [redacted] for November 21, to thoroughly discuss the caseWe contacted her on November 21, for the scheduled conference call, and a message was leftOn November 26, 2012, we spoke with her and rescheduled the conference call for later that dayWe held the conference call with her and discussed the Form 433-A in detailWe explained our plan to resolve the liability and that once we completed the Form 433-A for Mr***, we would be able to move forward with resolution on the caseWe updated Form 433-A for Mrs [redacted] on November 27, with the documentation we received via facsimileWe spoke with Mrs [redacted] on December 4, and December 31, to discuss the caseOn January 10, 2013, our office provided Mrs [redacted] with a case updateWe mailed IRS Form 433-A to Mr [redacted] on January 11, and again requested the financial information needed in order to complete case planning for an ultimate resolution to resolve the tax liabilitySubsequently, we contacted the IRS and obtained the updated total account balance of $53,We spoke with Mrs [redacted] again on January 22, and discussed the current status of the caseWe received notification from the IRS that the previously requested Collection Due Process Hearing had been scheduledWe immediately contacted the Settlement Officer assigned and left a message on February 11, Additionally, we spoke with Mrs [redacted] and discussed the plan for the upcoming hearingOn February 12, 2013, our office rescheduled the Collection Due Process Hearing with the Settlement Officer due to a scheduling conflictWe discussed this with Mrs [redacted] on February 15, On February 19, 2013, our office held the scheduled Collection Due Process Hearing with the IRS in which additional documentation was requested, and a follcall was scheduled for March 5, We then contacted Mrs [redacted] to discuss the results of the call and to request the information we still needed from Mr***We spoke with Mr [redacted] on February 20, regarding his IRS Form 433-A, and the documentation we requiredWe spoke with Mrs [redacted] on February 25, and provided the plan for the follow up on the Collection Due Process HearingWe held the Appeal update call with the Settlement Officer on March 5, and agreed to send the IRS Forms 433-A and supporting financial documentationWe then submitted all of the information requested by the Settlement Officer for his review and determination on the caseWe spoke with Mrs [redacted] in regards to this on March 11, We contacted the Settlement Officer on March 12, for an update on the review of the financial documentation and left a messageWe provided Mrs [redacted] with a case status update on March 25, We contacted the IRS Settlement Officer on March 26, and again left a messageOn April 1, 2013, our office received the Notice of Determination for the Appeals Hearing stating that the account was placed into Currently Non-Collectable Status with the IRSWe spoke with Mrs [redacted] that day to discuss the Notice of Determination and discussed the tax court rights that come with this noticeWe spoke with Robert [redacted] on April 8, regarding the tax court waiver we had previously mailedWe provided Mrs [redacted] with a case status update on April 9, On April 15, 2013, we discussed with Mrs [redacted] the Married Filing Separate tax liability shown on the form tax return and advised her that we would attempt to include this in our ultimate resolutionOn April 16, 2013, Mrs [redacted] notified our office that she would not be filing separately but would instead file jointly for On May 16, 2013, our office updated IRS Form 433-A for the two separate households and mailed them to Mr& Mrs [redacted] for review and signatureWe spoke with Mrs [redacted] on May 29, and provided her with a case updateWe spoke with Mrs [redacted] on June 3, and verbally updated the IRS Form 433-A, and requested updated income statementsAdditionally, we discussed how the IRS calculates the ability to repayWe mailed a request to the IRS on June 14, regarding Currently NonCollectable Status to ensure all tax liabilities were placed in this statusWe provided Mrs [redacted] with a case update on June 24, and June 25, Upon complete review of the Financial Information Statement, it was determined that the Offer in Compromise was not in Mrand Mrs***’s best interest to resolve the liability at that timeOn June 27, 2013, we addressed concerns Mrs [redacted] expressed regarding the case, we scheduled an additional call with Mrand Mrs [redacted] for July 1, Subsequently, we prepared a request to our Client Services Group to further assist Mrs***’s needs and the concerns she expressed to her case teamOn July 1, 2013, our office conducted a complete review of Mrand Mrs***’s caseWe additionally reviewed their financial statements to review and determine their position relative to the IRS Offer in Compromise programWe held the conference call with Mrs [redacted] and addressed the case historyShe informed our office of additional monthly expenses, and we discussed financial planning options with her that would out them in a better position for an IRS settlementOn July 2, 2013, our office submitted a Collection Due Process Hearing request with the IRS regarding the Final Notice of Intent to Levy we receivedWe then faxed the IRS Form 433-A to Mrs [redacted] for reviewSubsequently, she contacted our office, and we verbally discussed the form and her financial situation relative to what would be necessary for an IRS Offer in Compromise settlement to be a viable option to resolve the liabilityOn August 12, 2013, we discussed the plan for the upcoming Collection Due Process Hearing with Mrs***We contacted her again on August 15, to discuss the financial changes she had previously indicated would occur, and notified her that per the IRS rules and regulations for claiming a dependent, her mother did not qualifyOn August 19, 2013, we provided Mrs [redacted] with our fax number to send over the updated financial documentation to support the financial changesWe spoke with her again on August 28, and August 30, to discuss the caseWe contacted the Settlement Officer on September 10, for the Collection Due Process Hearing and rescheduled it pursuant to the Settlement Officer’s requestThe call was scheduled for September 26, We spoke with Mrs [redacted] regarding this on September 20, We held the Collection Due Process Hearing on September 26, At that time we were unable to come to an agreed collection alternative with the Settlement Officer as the Form tax return had not been filedWe discussed the outcome of the hearing with Mrs [redacted] on September 30, On October 1, 2013, we spoke with Mrs***, and she advised that she would mail the signed Form tax return to usOn October 4, 2013, our office received notification from our accounting department that Mrand Mrs***’s case had been placed into nonworking status due to a payment discrepancyWe contacted Mrs [redacted] that day and discussed the payment discrepancy and advised her to contact our accounting departmentOn October 5, 2013, our office mailed the tax return to the IRS on Mr & Mrs***’s behalf in good faith that a payment would be made to our accounting departmentWe spoke with Mrs [redacted] on October 8, regarding the issue with their account and addressed her concerns regarding her caseWe then submitted a request to our Client Services Group to assist her with her concerns regarding the fees paid for the services being renderedOn October 15, 2013, we received notification from the accounting department that the payment discrepancy had been resolvedWe contacted Mrs [redacted] on October 24, to discuss her case, and a message was leftOn November 7, 2013, we contacted the IRS to obtain updated account balance information for our records We then spoke with Mrs [redacted] on November 7, and November 11, We spoke with her again on December 2, On December 18, 2013, we submitted a Currently Non-Collectable request to the IRS to ensure that collection holds were being maintained on their accountOn January 7, 2014, our office advised Mrs [redacted] that it would be in her best interest to pay the $balance due for tax year We mailed her a reminder regarding their filing requirement for the tax return on January 20, On January 27, 2014, Mrs [redacted] advised our office that she wanted the balance to be included in the resolution of her caseAdditionally, she expressed concerns regarding the fees paid for services being renderedWe provided her with our current case plan for moving forward to resolve the liabilitiesIn order to update our representation authorization, we mailed updated IRS Power of Attorney forms for their signatureOn February 4, 2014, our office received notification from our accounting department that Mr& Mrs***’s case had been placed into non-working status due to a payment discrepancyAdditionally, a request was sent to our Client Services Group to review concerns expressed regarding the fees paidSubsequently, their financial situation was evaluated, and an updated case plan was developed in which we would move toward an IRS Offer in Compromise in order to resolve the liabilitiesWe discussed this with Mrs [redacted] on February 11, We advised her that we had submitted the request to our Client Services Group to assist with the fees and that her account was still in a non-working statusWe spoke with Mrs [redacted] again on February 26, regarding thisOn February 28, 2014, we again spoke with her, and she continued to express concerns regarding the fees paidWe spoke with Mrs [redacted] on March 10, 2014, March 12, 2014, and again on March 13, and discussed her case being reviewed by our Client Services Group for assistance with the feesWe received notification from the accounting department that the payment discrepancy had been resolved on March 14, We received notification that she was not satisfied with the results of working with our Client Services Group for fee assistanceA member of our management team contacted Mrs [redacted] on March 21, to discuss these concerns, and a message was leftShe spoke with our office on March 24, regarding her continued concernsOn March 27, 2014, we prepared and mailed a request for a Collection Due Process Hearing to the IRS in response to a Final Notice of Intent to Levy dated March 15, 2014, and provided Mrs [redacted] with a copy of the cover page to our correspondenceOn April 17, 2014, we were informed by our accounting department that there was a payment discrepancy on Mr& Mrs***’s accountWe spoke with Mrs [redacted] regarding this status on April 21, 2014, and explained that we were required to suspend active casework until this matter was resolvedWe also informed her that the case summary she requested had been mailed out, and that she should be receiving it shortlyWe briefly reviewed the case on May 2, to determine the actions that needed to be taken once the payment discrepancy had been resolvedWe spoke to Mrs [redacted] on May 6, regarding their case, and the need to make arrangements with our accounting departmentWe also discussed that their unfiled tax return needed to be prepared, and explained what would be needed for us to submit a settlement request to the IRSShe requested a call back from a manager in order to discuss their case and possible fee considerationWe spoke again on May 9, regarding possible fee considerationWe then informed her that they needed to continue to work on getting compliant with the IRS because a settlement request could not be submitted until all tax returns had been filedWe also explained that we would need updated financial documentation in order to analyze their financial situationWe called her back later that day to discuss why fee consideration could not be granted, and the need for them to make a payment in order for us to continue working on their caseOn June 4, we received a message, which Mrs [redacted] had left on our website, asking for a team member to contact herWe contacted her by telephone and left a message on her voicemail Later that day, we were informed by our accounting department that Mr& Mrs***’s case had been made active, and we attempted to contact her again to discuss the next actions that needed to be performedWe were able to give Mrs [redacted] a complete case update on June 26, We discussed the upcoming Collection Due Process Hearing we were going to hold on their behalf, the need for them to file their Federal Income Tax Return, as well as the need for updated pay statements that reflected the reduced hours Mrs [redacted] had been workingWe attempted to contact Mr& Mrs [redacted] on July 8, regarding the pay statements and Federal Income Tax Return that we had previously requested, and were needed for the upcoming Collection Due Process HearingWe left a message on their voicemailWe mailed updated Power of Attorney forms to them on July 29, On August 4, we spoke with Mrs [redacted] and discussed the Collection Due Process Hearing that was scheduled for the following dayShe informed us that their Federal Income Tax Return had been prepared, and that she would attempt to fax a copy to us before the hearingWe spoke to her the morning of August 5, 2014, and confirmed that we had received the tax returnWe called their Settlement Officer in order to conduct the hearing, but she requested that it be postponed until August 7, We spoke to Mrs [redacted] after this call and advised her to mail us the payment for their Federal Income Tax Return, so we could submit it to the IRS on their behalfWe contacted the IRS Settlement Officer on August 7, 2014, to hold the scheduled Collection Due Process HearingShe informed us that the clients’ and tax years were removed from Currently Non-Collectible status when they filed the Federal Income Tax Return We argued that this should not have taken place, and that we were never informed of this change in statusThe Settlement Officer could not tell us why they were removed, but stated that she could not assist us with this, and would close out the caseWe argued that she should place their account back into the Currently Non-Collectible status, and that if she could not assist us, we requested a call from her managerShe agreed to have her manager call us back We left a message with the Settlement Officer because we had still not heard from her manager by August 15, On August 18, we updated Mrs [redacted] on the status of our negotiationsWe were able to speak to the Settlement Officer again on August 21, She stated that she could not agree to Currently Non-Collectible status, and cited multiple reasons that did not apply to Mr & Mrs***’s situation, and that we did not agree withWe again requested to speak to her manager, and were promised a call backWe discussed the progress of the hearing with Mrs [redacted] later that dayOn August 25, we spoke to the Settlement Officer again, and she informed us that the case had been transferred to a Settlement Officer who was above her, and that we should receive a call shortlyOn August 26, 2014, we spoke to the newly-appointed Settlement Officer, Mr***, and described our request for Currently Non-Collectible status, and our history with the previous officerHe agreed to research their account and call us back when he had concluded his analysisWe spoke to Mrs [redacted] about our conversation with Mr***, and again stated our need for updated financial documentationWe also mailed a letter to Mr& Mrs [redacted] requesting this documentationOn September 5, 2014, we were instructed by our accounting department to suspend active casework until she contacted them to make payment arrangementsWe received multiple IRS notices on September 9, 2014, that contradicted each other regarding the determination of the Collection Due Process Hearings we were still conductingDespite the status with our accounting department and in good faith, we attempted to contact Settlement Officer [redacted] regarding these notices, and left a message requesting a return callWe also spoke to Mrs [redacted] regarding these notices, the balance for their Federal Income Tax Return, and the financial documentation we still requiredOur Client Services Group agreed to fee consideration with the ***s and we received notification on September 11, that their account had returned to active statusWe spoke in detail to Settlement Officer [redacted] on September 18, He described the coding error that had occurred with Mr& Mrs***’s account, and explained that the account had been erroneously placed in Currently Not-Collectible statusHe further explained that the IRS had failed to issue the appropriate notices, which would have alerted us to this errorHe agreed to consider placing their account into Currently Non-Collectible status if we could prove hardship with a financial statement and substantiation by October 3, We contacted Mrs [redacted] on September 26, 2014, and again discussed the financial documentation we needed, and the deadline to provide it to Settlement Officer ***We attempted to contact Mrs [redacted] on October 3, 2014, to discuss the documentation that we still needed to meet Mr***’s deadlineWe left a message on her voicemailWe spoke to Mrs [redacted] on October 6, 2014, regarding the amount of hours per week she had been working, and she stated that she would provide us with the pay statement substantiation shortlyWe sent letters to them via mail and email on October 10, 2014, requesting the financial documentation, and we solely received the pay statements later that dayWe received a Notice of Determination from Settlement Officer [redacted] on October 21, 2014, stating that the Collection Due Process Hearing had been closed for failure to meet his October 3, deadlineWe discussed this notice with Mrs [redacted] on October 29, We received a CP-notice from the IRS on November 14, The notice claimed that Mr& Mrs [redacted] had received Social Security benefits in the tax year that were not reported on their tax return, and proposed an additional assessment of taxWe left messages on their voicemail on November 18, 2014, and were able to speak to Mrs [redacted] on November 21, She could not recall whether or not they had received these benefits during the tax yearWe explained that they had reported the income in 2011, as well as 2013, and agreed to send the documentation to them for reviewWe mailed the documentation to them later that dayOn December 5, we spoke to Mrs [redacted] regarding the CP-notice issued for their tax returnShe informed us that she believed that she had received the Social Security income, and we asked that they sign the IRS form agreeing with the assessment, and return it to us for submission to the IRSWe submitted the form agreeing with the assessment to the IRS on December 16, We spoke with Mrs [redacted] on January 6, 2015, regarding the proposed assessment and her wish for the case to be completed by the end of that monthWe informed her that the assessment was still being processed by the IRS, and that their tax balances could not be resolved in her requested time frameWe agreed to contact the IRS regarding the assessment, and follow up with her the next dayOn January 7, 2015, we spoke to the IRS regarding the proposed assessment and were told that they had received the signature form agreeing with the assessment on December 29th, 2014, and that it would take a minimum of days to processWe updated Mrs [redacted] on our conversation with the IRS, and she asked that we contact the IRS and provide her with an update on a weekly basisWe spoke to the IRS again on January 14, 2015, and were told that the assessment was still processingWe provided Mrs [redacted] with an update, and she stated that she was having difficulty paying our feesWe agreed to submit their case to our Client Services Group to determine if fee consideration could be grantedWe contacted the IRS again on January 15, 2015, and ordered updated Account Transcripts to confirm their balancesWe contacted the IRS again on January 22, 2015, and were informed that the assessment was still processingWe provided Mrs [redacted] with an update later that dayWe mailed a letter to her on January 23, 2015, reminding her of the April deadline to prepare their Federal Income Tax ReturnOn January 30, 2015, we also spoke to Mrs [redacted] regarding their case, and her conversation with our Client Services GroupWe spoke to Mrs [redacted] on February 4, 2015, and she asked that we contact the IRS to determine whether the assessment had been processedWe spoke to the IRS and were informed that it was still processingWe attempted to provide her with an update later that day, and left a message on her voicemailWe called the IRS again on February 11, 2015, and were told the assessment was still processing We attempted to update her on February 12, 2015, and left a message on her voicemailOn February 13, 2015, we mailed a letter informing them about an ongoing solicitation scam that our office had been made aware of, in which individuals were impersonating the IRS, and calling taxpayers in an attempt to gather personal and financial information from themWe left a message for Mr & Mrs [redacted] on February 18, 2015, and received her latest pay statements on February 24, On February 25, 2015, we spoke to Mrs [redacted] regarding the assessment, and confirmed that we had received the pay statementsOn March 5, 2015, our accounting office notified us of a payment discrepancy on Mr& Mrs***’s accountWe contacted Mrs [redacted] on March 6, 2015, and informed her that we would not be able to resume work on their account until this was rectifiedWe received a notice from the IRS on March 12, 2015, that they had processed the assessment, and updated the current balances due which totaled $56,We contacted Mr& Mrs [redacted] on April 1, 2015, but had to leave a message on Mrs***’s voicemailMrs [redacted] contacted us on April 3, 2015, and we discussed the assessment, as well as her plan to complete the Federal Income Tax ReturnWe spoke again on April 7, 2015, and she informed us that she had never received the case summary she had requested the previous springWe mailed an additional copy of the summary to her that day We spoke again on April 27, 2015, regarding their completed Federal Income Tax ReturnOn May 8, 2015, our accounting department notified us that they had closed Mr& Mrs***'s case due to non-payment of monthly fees We revoked our Power of Attorney forms, and faxed them to the IRS on May 14, On May 18, 2015, we spoke to Mrs [redacted] regarding the assessment, and explained that we could not actively work on their case until they contacted our accounting department to make payment arrangementsShe stated that she believed she could make a payment to our accounting department in JuneMrs [redacted] contacted us on August 4, 2015, regarding the status of their caseWe discussed the status of their account, and again explained that a payment would need to be made before we could continue to work on their caseShe stated that she wanted us to continue work on the case, but did not know how she would pay us for our servicesWe agreed to submit another request to our Client Services Group to review the case and determine if any fee consideration could be providedOn August 7, 2015, we were notified that their case remained closed at that time, and that Mrs [redacted] had requested an updated summary of the work completed on their caseWe prepared and mailed the case summary to Mrs [redacted] on August 10, On August 24, 2015, we were notified that Mrs [redacted] stated she had not received the case summary, and that she provided a new address where she wanted the summary sentThe case summary was sent to the new address that dayAdditionally, the ***s’ case was referred to our Client Services Group on multiple occasions throughout the duration of their case to discuss their concerns and look into potential fee considerationThe ***s were granted fee consideration of the August and September monthly fees being waived in November Additionally, they agreed during another request for fee assistance to waive the September 2013, October and November monthly feeThen in September 2014, after the ***s’ case was placed into a non-working status, our Client Services Group granted the ***s a fee deferment of monthly fees for August and September Additionally, in October 2014, our Client Services Group agreed to reduce their monthly fee from $to $Over the course of Mr& Mrs***’s case with our company, we prevented them from having to communicate or negotiate directly with the IRS We also successfully prevented all further collection action from occurringWe performed an extensive evaluation of their situation and discussed with them resolution options based on provided informationUltimately, we work hard to resolve our client’s tax liabilities and concerns and take customer satisfaction seriouslyWe would like nothing more than to resolve Mrs***’s concerns regarding his case and ask that he contact our office in order to discuss this matter furtherMr& Mrs***’s account with our office was placed into non-working status in March and they are aware of this fact They have not made any payments to our office since then and therefore we have not actively worked the caseTheir case was closed due to non-payment in May by our accounting departmentIf they would like us to resume work on the case we are more than willing to do soUnfortunately throughout the case, we did run into communication problems with the clients at timesWith limited communication from the ***s, it made it extremely difficult to resolve their tax matter with the IRSAdditionally, there were many cases in which the ***s’ case was placed into a non-working status by our accounting department These frequent and at times lengthy periods of inactivity prolonged the case and halted all progression the case team was making on working towards resolving their liabilityAs we mentioned above, we worked hard internally with the clients regarding their fees multiple timesWe offered the breaks on fees to the clients due to their financial problems that they expressed to us In good faith, we offered these fee arrangements to these clients so that we could move forward and fix their tax problemHowever, unfortunately, our efforts still were unable to keep the clients on board with our officeWe would like nothing more than to resolve Mrs***’s concerns regarding the contract and the services we were providingWhile it is unfortunate we could not resolve this matter internally with the client, please be aware that the attempts to do so were madeIf the Revdex.com has suggestions for how we can resolve this with the client we are certainly welcome those suggestionsIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely

Dear MsAtkisson: Please find the attached follow up response to the complaint first filed with the Revdex.com Serving Central Virginia on March 28, regarding [redacted] (Case #: [redacted] )If you require any further information, please contact our office Sincerely, Brandon G [redacted] , MBA, EA, CTRS

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] I contacted you a few months or so ago about Wall and Associates and how they don't return phone calls and I feel as if I am being strung along with my caseI was informed that Wall and Associates contacted you, the Revdex.com and told you the case has been resolvedI am writing to tell you THIS IS NOT TRUE! My tax problem is still on going and it's been on going for over a year nowMy original complaint # is [redacted] I am not happy

WALL & ASSOCIATES, INC.P.OBox 747Phone: 877-291-1109Marshall, Virginia 20116Fax: 877-291- October 10, 2016By E-mail: [redacted] Revdex.com Serving Central Virginia ATTN: [redacted] Moorefield Park Dr., Suite 300Richmond, VA 23236RE: Mr [redacted] ; Revdex.com Case#: [redacted] Dear Ms [redacted] ,We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr [redacted] Mr [redacted] sought out and hired our services in April of for administrative tax representation.Mr [redacted] raises several concerns in his complaint that our office will hope to addressThe ***, barring certain situations, normally has years to collect any outstanding balance that is owed to themUpon receipt of Mr [redacted] 's case it was explained to him that a number of tax years, for which he hired representation, would reach this collection statute date in early Our office formulated a case plan based on this situation that would see to it that these statute dates were not extendedTo date, based on that plan, these balances have dropped off saving Mr [redacted] a significant percentage of the taxes he did owe.Our office is unsure who spoke to Mr [redacted] , but according to his complaint, it states that an *** representative stated it was "hard for them to speak with us." Unfortunately, the division Mr [redacted] is with at the ***, [redacted] ***, does not normally place outbound calls to collect taxes and as such it is simply one of many baseless arguments the [redacted] will make in order to cause friction between a taxpayer's representatives and their clientsI have attached correspondence that proves our ongoing communication with the ***.Finally, our office, in good faith, did waive a couple of the monthly fees to which we are entitled, due to Mr [redacted] 's concerns, and the fact a state levy did occur on his account in mid-Unfortunately, our office has been fair in representing Mr [redacted] and as such are unable to offer a refund at this time.No one at our office, has or ever will, take advantage of anyone in regards to their medical situation or veteran statusOur office works to resolve all tax matters in as timely a matter as possible; however, due to the nature of case planning some case plans can take longer to execute than others.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 have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.I actually attempted to resolve my concerns before I submitted the complaint with Revdex.comI asked for the summary before and they just sent the same letter with a little modification at the beginning and the endI am not complaining about that they haven't worked on my case at allMy complaint based on billing issueIf you analyze their summary of work there are big laps between most actions performedI understand that dealing with a long standing [redacted] problem take a time, but this company took their time months and even years without actions, but continue charging me for their servicesI will bring more details below.I read their letter and I learned about my situation from their summary more than from all our previous communicationsHere are details about our interactions:I hope the period from sept to June was reasonable to finalize the necessary [redacted] forms to submit an Offer of CompromiseIn December [redacted] assigned Officer Examiner and Wall and associates contacted me to follow upIn January my accountant failed to provide additional financial information and I was assessed with additional taxes for unreported income of my wife who received unemployment income and I didn't know aboutShe just hided this fact and I couldn't get requested pays tabs from herI have very busy season between January to August where I am out constantly in the ocean with no connection with worldThe only way they tried to contact me this period were voicemails, and tell the truth I was outside of any communications and I had no idea what is going onIn April in our over phone conversation I told them about my tax return for and we agreed I will send them paper return for and they will send it to ***I promised to make a payment as soon as possibleIn fact when I called to [redacted] in May 2014, because I couldn't get any clear respond about my case from my representatives, I found out that the [redacted] don't have my return on file but they received payment of$from meNow from their summary I don't see if they received it or notIf they never received it then they never let me know, because they are representing me and its a lot of information about my filing and financial situationIn May I received a letter from [redacted] about rejected offerI tried to reach out the office in June - July and find out details of my situation, but all I was ensured that they are working on my caseI asked my accountant to contact the office to find out more because I didn't know where we are and what is the next stepFinally they got in touch in September and ensured my CPA that they are getting ready for submitting a new OfferThey wrote that they have been preparing the New OffEr of Compromise, which should be based on my financial liabilities, but I was never asked any additional information about my financial situationThey received tax assessment on the 2012due unreported income which belong to my exwife and we filed separatelyI told them I will be out of the country from Nov to Feb and they had my email if they need anythingI heard nothingIn March When I came back and got in touch with them, they requested some informationI mailed them a copy of my return and signed requested forms extending Power of AttorneyIn April I got a letter from [redacted] returning Power of Attorney forms informing that they do not match to their recordI called to the office right away and sent them a scan of forms through emailAgain they promised to check them and get back to meIt turned to silenceDuring I sent a few emails trying to contact them to find out what the company do to resolve my caseIt seemed they just forgot about mei couldn't wait anymoreI called to [redacted] to find out my status and I learned that they didn't have return on file, but they had the full payment receivedThen they had no information that Wall and Associate represents me and my tax balance for 2004-increased from 52k to 95k due interest and penalties and [redacted] prepare to apply a tax garnishment over my incomeOn May 30, I contacted the office with following concerns:It was over a year since the previous Offer of Compromise was rejected.2.we had a barely a few contacts described above.They were not able to provide any information on what they do right now for meI requested the summary of workThey continued charging me monthly $and I realized that they charged me already around $I wanted them billing information about chargesThey sent me in a day or two the draft of offer of Compromise and the note to call on June 2, to follow up with missing information, but they never called on this dateThey asked for 10-days to make up summary and to resolve my concerns through Client Service Group and offered a refund of $in a good faith effortOverall:In I wanted to build my relationship with ***, I wanted to pay my current taxes and pay off my debt for period 2004-I was afraid and unexperienced to deal with ***, that's why I hired Wall and Associate inc who contacted me through a mailI took them seriously and rely on their expertise in tax representing services.Results:They prolong the process for three yearsCharged me continuation fees for period when they haven't provide any serviceProvide poor communication through the process Wall and Associates inc stopped working on my case after May when they attempted to extend hearing for the offerLet me know if I can bring more evidence of thatThey shouldn't charge me for the period May 2013-May They need to return money back for this period $(425*months)Then it will make my payments for their performed services around $12000(17,5k-5.5k)I would like a compensation another $for prolonging the process for another year unreasonably, which occur higher liability to [redacted] due penalty and interestPlease let me know if I can provide any other information.Thank you Regards, [redacted]

WALL & ASSOCIATES, INC.P.OBox Marshall, Virginia 20116Phone: 877-291-1109Fax: 877-291-1114November 1, 2016By E-mail: [redacted] Revdex.com Serving Central Virginia ATTN: [redacted] Moorefield Park DrSuite 300Richmond, VA 23236RE: Mr [redacted] ***; Revdex.com Case#: [redacted] Dear Ms***,We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Mr [redacted] Mr [redacted] sought out and hired our services in March of for administrative tax representation.Mr [redacted] hired Wall & Associates, Incto address a number of complex tax issues arising from *** and state assessed balances covering a number of yearsIn reviewing this case, our office would like to stress that Mr [redacted] has been apprised of the situation involving his case every step of the wayWithin months of case assignment our teams had offers submitted to both the [redacted] and state.In speaking with the team manager involved with his case it appears that Mr [redacted] 's concerns arise out of the fact the [redacted] has erroneously closed his Federal Offer in CompromiseOn October 14, our office received notification from Mr [redacted] that the [redacted] Offer Examiner assigned to his account was requesting contact within daysOur office placed calls to the Offer Examiner on October 17, October 18, October 20, and October 27, but our calls went unreturned.Subsequently an undated notice returning the offer was received in our office on November 1'1,It appears the [redacted] has erroneously closed his offer and we will be working to get it reopened.In reviewing Mr [redacted] 's state offer, he is aware that the information that we have requested from him currently differs from information he has previously providedThe State Offer Examiner assigned to his case is requesting financial information related to his non-liable spouseOur office, per standard practice at any tax resolution company, does request additional information when we need it in order to ensure a rapid resolution to any caseI apologize for any inconvenience this may have caused Mr [redacted] .Mr [redacted] brings up issues related to prior medical concerns that may have personally affected himOur office is experienced in tax resolution procedures and would like to explain that the *** and State review offers almost entirely based on our client's current financial situationPrevious medical concerns or hardships do not normally play a central role in arguing an [redacted] or State offer in compromise though they may occasionally be referenced.Our office does market to individuals who have outstanding tax matters with the [redacted] and State taxing authorities, we handle complex tax matters on a daily basis; however, our office does not market to those who are merely in financial trouble, though the two do frequently overlapOur office does not push our fees on anyone who is unwilling to accept them in return for the services we provideAt this time our office is unable to offer Mr [redacted] a refund for services we have providedThe immediate needs of his case include speaking with him to ensure that the [redacted] Offer in Compromise is expediently reopened and the ongoing deadline being met to provide financial information for his non-liable spouse to the state.We trust this response responds to Mr [redacted] 's current concernsIf 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]