Wall & Associates

RE: Ms [redacted] *., Revdex.com Case#: [redacted] Dear Ms [redacted] , We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to Ms [redacted] Ms [redacted] sought out and hired our services in April of for administrative tax representationIn Ms [redacted] 's complaint she states that she feels our office was unethical in our dealings with her regarding her caseWall & Associates, Incis one of the leading tax representation and negotiation firms in the industry and as such we have a wide range of satisfied clients whose tax controversies we have successfully resolvedOur office in good faith did offer to alter the payment terms, Ms [redacted] had previously willingly agreed to, in order to better accommodate her current financial situationOur office, at no point, was deceptive with Ms [redacted] regarding the expected timeframes involving her caseOur office does not give out expected timeframes regarding the resolution to a case, but we do acknowledge the process can sometimes be time consumingDealing with a third party government agency, the Internal Revenue Service, can sometimes result in timeframes that are longer than may be anticipatedDuring the time Ms [redacted] has been with our office she has not had to engage the IRS directly and our office has handled all applicable communications with themOur office has represented her, in both a competent and professional manner, while actively working to progress her case forwardShe has responded to inquiries as our office has requested information and we have been utilizing the information we have been providedOur office does apologize for the timeframe the case is taking, but unexpected delays will always arise when dealing with the IRSWe would like nothing more than to resolve Ms [redacted] 's concerns and to quickly put this matter behind us in order to continue our representation of her caseWe request that she, once again, reach out to our office and allow us to continue working with her in continuing active work on her caseOur office remains open to honoring the previously offered arrangement or discussing alternative arrangements with herIf you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely, Wall & Associates, Inc

Revdex.com: I have reviewed the offer 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 belowWelcome to the Wall and Associates Car Dealership.Your car will cost you a $down payment and $per month indefinitely, but you should have your car within a yearmonths laterYour car has not come in, we cannot say when it will come in, we cannot tell you what we are doing to get it for you Just keep sending us $per month or we cannot get your car for you.Another months go by.You want your money back because we did not get your car? Well, you do not deserve your money back because we made phone calls and sent two letters And by the way, the reason you did not get your car is because you did not give us enough time Keep sending money Oh, and by the way, we did everything we said we would do and this is all your fault.Does this make any sense? How long would this car dealership stay in business?Your offer is rejected I demand a full refund 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 for administrative tax representation.Wall & Associates has reached out to [redacted] ** [redacted] in regards to his concerns and have spoken with himOur office is awaiting the return of a letter in which we request his signature declaring the matter solvedThis will be forwarded to the Revdex.com serving Central Virginia on receipt.If you required any further information, please contact our office Thank 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 [redacted] *** [redacted] sought out and hired our services in May of for administrative tax representation.Our office has spoken with [redacted] and we have worked out a resolution to his concernsShould, [redacted] ***, require additional assistance he is free to contact our office directly

I was a former Wall & Associates clientI owed the Internal Revenue Service roughly $25,in back taxesWhen I became a client with Wall, I was skeptical of promises made by the associateHowever, once I was assigned to a case team these fears were alleviated by their professional demeanorThey were able to argue and negotiate my balance down to $I am very grateful for their assistance and I would gladly recommend them to anyone who feels jeopardize or frighten by working with the IRS [redacted]

Revdex.com: I have reviewed the offer made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.Hello Ms [redacted] , This daily log from Wall and Associate is a great dealI am so glad that you requested it We learned so much more about our caseUnfortunately English is not our f*t language and tax complexity seemed even more overwhelmed, that's why [redacted] hired professional help to stay compliant with [redacted] regulation We slowly are getting to understand the process and wish we could provide more information or figured out other option on time Our relationship as service provider and client were not open for discussionWe worked by requests There were points when [redacted] didn't provide the information, because he couldn't get it and there were moments when they didn't take any actions (moments with [redacted] 's RI taxes, moments with OIC resolution and the whole last year) I believe they should update [redacted] 's personal file at least once a yearHe filed MFS, he got divorced in and he got a new born dependent in There are many other factors effected his tax situation They insisted on ETP payments, but per note from accountant on 9/20/farmer/fisherman category are not required to make quarterly ETPFYI - [redacted] actually asked his employer to withhold taxes per CPA advice After [redacted] 's current CPA checked submitted the offer of compromise, he said it wouldn't work After Revdex.com requested [redacted] account transcripts, we were able to reconcile it against returns [redacted] had on file Here what we got: I pulled my tax returns from and reconciled it against [redacted] account balancesI come with big difference especially for CY Here is the table: Year Tax return(line from 1040, [redacted] Account balance with tax penalty, line 76) 1, 5, 22, 6, 10, 8, 11, 8, 11, 6, 13,(+ additional tax assessed (Wendy's unemployment-23K no reported) 5, 9, (5443+ additional tax assessed (Wendy's unemployment-24K no reported) - Total 43, 81,+ recent penalty+interest=95, Have anybody done analysis for [redacted] 's case? I know they stated that it was hard to work on the case when they were getting with new tax assessment for past two yearsIt was unexpected thing for [redacted] too and wish he knew it before he filed MFJThey were solution to withdraw offer and resubmitWe think it was good option to reconsider and plan it better There are more things we find out lately after we stop working with Wall and Associate Please let us know if we can provide more details THank you so much for all your work Best, [redacted] ***

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] Regards, [redacted] Wall and Associates have not reached out to me to resolve this matterMy number is still the same [redacted] and yes they were asking for the same information over and over againI constantly asked if they were close to resolving the issue and all I got is more requests for more paperworkAll I request is my money back because all I got was wasted time and money and no issues was resolved.I am currently with another lawyer that’s handling my case from a different company

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 would like a refund of $4, Wall & Associates have done nothing but take our money and done nothing to help with our situation with the ***They told us from day one not to pay the [redacted] any more money on our installment plan Now we are in default and all the interest and penalties are added back and we are going to be out even more money and the [redacted] is getting ready to put a levy on our accountsI could have made several payment to the [redacted] if Wall & Associates had not taken our money 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 [Provide details of why you are not satisfied with this resolution.] Regards, This company has done nothing but lie and cause me pain and suffering I cannot understand how you can think that what you did is worth almost years of my life and $15,000!!! I am now in the process of dealing with the IRS....does this sound like a happy ending to a company that claims to help clients? One total lie is the fact that "Mr answer Mrs [redacted] were provided with examples of cases resolved with the IRS...and average times for resolution First of all..it was only me that met with your vice president in an empty office in Tampa and he did not disclose any of the facts described If he would have given me one inkling that it would cost $15,and take years I would have run out the door Instead..He took the $and wrote on a slip of paper that we could settle for $I have never seen or heard of any positive resolutions with WallThere are so many complaints about to company and now I know whyIn hindsight I wish I had done my homework better for finding help with this tax issueI have learned that from now on I will only deal with companies that are accredited by the Revdex.comThis issue will never be resolved until I get my money back I accepted your services with the expected results being a resolution with the IRS I am now forced to confront the IRSOn my own....With years wasted...and fees added to my tax balance I am upset.feel totally violated and want my money back so I can pick up the pieces and move on [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 gave the representative all my information when I first met with him and contracted with Wall and Associates June 2014. It took them three months to get this information as they continued to charge me. They did not resolve the debt that I owed. Therefore, I would like a full refund of the monies spent. I hope we can come to an understanding before I contact the Attorney Generals Office and the IG for the IRS and a possibly lawsuit. 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 They have not provided any positive results for me in any discernible way They now claim that they told me they could not file a petition on my behalf but never bothered to advise me that filing a petition was the proper procedure in my case They advertise themselves as tax professionals but they are not It would be more accurate to describe them as "making excuses after the fact for lack of results" professionals.If they do not refund my money by 9/18/I will take them to court and sue them for malpractice 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 still have not address the issue as to what have they done prior to this complaint. Why did it take this long for them to mail me this form 433A?, a form that I could have down loaded off the internet. Once again WHAT have they done in the months that I was paying them $400 dollars a month and again 1/3 of what I owed *** prior to this complaint.... answer... NOTHING now they want me to trust them again and pay $300 a month. There is a trust issue with this company I find it very hard to believe anything they say or offer to do. Regards, [redacted]

Dear [redacted] ,We are writing in timely response to the above referenced complaint received by our office on November 18, (copy enclosed) [redacted] sought out and hired our services in October for administrative tax representationThe case team rapidly acted on [redacted] ’s case upon receipt and ideally began working towards resolving the tax liabilityUpon receipt of [redacted] k & [redacted] case for administrative tax resolution on October 31, 2012, we contacted [redacted] father, [redacted] and [redacted] k by phoneand E-mail correspondence that day to introduce the case team and discuss the background of the tax matterMr [redacted] was incarcerated at the beginning of the case which he left his father Mr [redacted] with [redacted] over his af*On November 1, 2012, we attempted to contact the [redacted] to verify the account balances, however, the [redacted] s we had received were incorrect and we were unable to verify the information with the [redacted] at that timeWe then contacted [redacted] k and were able to verify her [redacted] but were advised we would need to contact [redacted] father to verify his informationWe also scheduled two calls with [redacted] k for November 5, at 11:a.mPST to go over her and [redacted] current financial situation and the following Monday, November 12, at 11:a.mPST to discuss what our case plan would be for them moving forward toward resolution of the tax liabilitiesAfter rescheduling the f*t conference call at [redacted] request we were able to speak with her on November 12, 2012, and during the call we discussed her financials in detail in order to help us move forward with a case planWe discussed with her the importance of becoming and staying compliant with [redacted] in orderto move towards a final resolution as well as her husband’s situation at that timeWe also rescheduled the second conference call per the client’s request to November 23, at 11:00a.mPSTOn November 13, 2012, correct [redacted] forms were filed with the [redacted] that notified the taxing authorities of our representationThe [redacted] was also contacted that day for [redacted] and it was determined that there was an outstanding balance that totaled$57,for tax years 2008, and [redacted] account records and wage information were also requested at that timeOn November 14, 2012, we received [redacted] signed [redacted] Forms which were immediately filed with the ***We then contacted the [redacted] on his behalf and it was determined that there was an outstanding balance that totaled $for tax year It was also concluded that there were unfiled tax returns for tax years and both of which the [redacted] was showing that he was required to file [redacted] account records and wage information were also requested from the [redacted] in order to assist in with the needed tax preparationNovember 20, 2012, we received an E-mail from [redacted] that asked us to once again reschedule our conference call set for November 23, due to her hectic work scheduleWe responded immediately that we would be more than happy to reschedule the call again and it was mutually agreed upon to reschedule for November 27, at a.mPST.Upon calling [redacted] for our scheduled call on November 27, 2012, she again requested that we reschedule the call for the next day, November 28, at the same timeWe again complied with her request and agreed to change the date of the call once againWe were finally able to speak with [redacted] on November 28, and we discussed the work completed thus far on her behalf and also addressed her concerns with the length of time we had her caseand the many complications she was experiencing keeping our scheduled conference calls due to her busy work scheduleThen on November 29, 2012, we received notification from our accounting office that the account was placed into non-working status due to payment discrepancies on their accountWe attempted to reach [redacted] that day to discuss the non-working status of her account and had to leave a messageDecember 4, 2012, we received E-mail correspondence from [redacted] that expressed concerns with the notification she had received from our accounting office as well as the work that had been completed on her caseWe attempted to contact [redacted] by phone immediately to discuss these issues with her but had to leave another messageWe tried to contact her again later that day but had to leave a second message before receiving a return call with instructions to contact her between the hours of 10:a.mPST and 10:a.mPST on December 6, We complied with her request and were able to get her in touch with our accounting office per her request so that she could make payment arrangementsWe received notification from accounting on December 18, that [redacted] ’s accounting discrepancy had been resolved and her account was returned to active statusOn January 3, 2013, we received further E-mail correspondence from [redacted] regarding questions related to her case and that advised us that due to health complications with her pregnancy, she was having a hard time gathering the documentation we needed to moveforward with her caseIn response, we again attempted to contact her by phone to discuss her case in detail and had to leave a message for her on her voicemail [redacted] responded to our phone call with additional E-mail correspondence on January 4, 2013, that stated she would like to correspond by E-mail if possible due to her young child making it difficult to speak on the phoneWe responded and explained to her that due to the sensitive and complicated issues involved with resolution of a tax matter that we would need to speak with her via telephone at timesWe then mutually agreed upon scheduling a call to discuss the case the following Monday, January 7, at 11:a.mPST We contacted [redacted] at the scheduled time on January 7, and explained to her in detail the status of her case and the plan for moving forwardWe also addressed all of her questions and concerns regarding the timeframe of the case up to that point [redacted] also requested that we again provide a list of documentation required to prepare her financial statementWe then mailed a follow up letter regarding the conversation and also included copies of written correspondence previously sent on November 12, and November 14, Throughout the remainder of January, we received part of the financial information we had requestedWe also contacted the [redacted] to continue holding off aggressive collection action while the client continued to gather the rest of the informationThen on February 4, 2013, we attempted to reach [redacted] in response to an Email inquiry she had sent regarding the status of her account but had to leave a messageWe spoke to [redacted] father on February 15, 2013, and advised him we had been able to keep aggressive collection action at bay while working towards having the account placed into a [redacted] statusOn February 20, 2013, after not hearing back from *** [redacted] regarding the message left in response to her E-mail on February 4, 2013, we sent a follow up E-mail that advised her that we had been trying to reach herOur E-mail correspondence also requested that she review the financial statement we had prepared and to provide us with an update concerning the additional financial information previously requestedShe responded to our email that she had the [redacted] and [redacted] Statement ready and would send it to us later that dayShe also stated that her tax return would be completed on March 1, Then on February 25, 2013, [redacted] supplied a letter to our office which she had addressed to the [redacted] which included an overview of what had happened over the past few years surrounding the tax debtThroughout the month of March 2013, we corresponded with [redacted] multipletimes by E-mail and once by phone in regards to the [redacted] had received from the [redacted] for tax year The notice was in regards to [redacted] unemployment income that had been omitted from the tax returnAfter carefully reviewing thereturn in comparison to the wage and income we received from the ***, it was concluded that the additional tax assessed was correctWe advised them that we could include the additional tax assessment owed in her resolution moving forward.April was spent preparing the [redacted] documentationWe then sent the documentation to [redacted] to review and sign who notified us of changes in her living situationWe reviewed the changes and determined it would not affect the Offer inCompromise negatively and asked her to send us updated financials regarding the changes or to make the changes directly to the paperwork she had and return it to our officeShe also informed us she was making her Estimated Tax Payments to maintain compliance for the current tax year to prevent the accrual of additional tax debt [redacted] returned the [redacted] documents to our office in May and expressed further concern regarding the length of her caseWe attempted to reach her by phone and then E-mailed her to let her know that we wanted to address her concerns and help her better understand the status of her case and what to expect nextWe requested she return our call at her earliest convenienceWe then prepared and mailed the [redacted] documents to the [redacted] for processing on their behalfWe did not receive a response from *** [redacted] until June 10, 2013, at which time we were advised that [redacted] was out of jail and would now be the primary point of contact for the caseWe then spoke to [redacted] a couple of times throughout the remainder of the month and brought him up to date on the status of the caseWe followed up with the Offer in Compromise Unit during the month of July to ensure it is processed as timely as possible and receive an update on the statusWe then spoke with [redacted] provided him with an update and explained the Offer in Compromise process to himThroughout August and September of we attempted to reach [redacted] to touch base with him and were unable to do soWe followed up with him by E-mail correspondenceWe also followed up with the recently assigned Offer Examiner to obtain an update on the status of the review and left messages for her as wellOctober 11, 2013, we spoke to [redacted] regarding notices he had received from the [redacted] and explained the status of the OfferOn October 29, 2013, we were able to speak with the Offer Examiner who advised us of additional documentation needed for the review and consideration of the Offer and gave us a deadline of November 11, to provide this informationWe attempted to call [redacted] the following day to go over the list of documentation required but had to leave a messageWe then followed up with E-mail correspondence to [redacted] as wellNovember 4, 2013, we prepared and sent the client a detailed list of all additional information the Offer Examiner was requesting including the date it was needed byWe corresponded throughout the next couple of weeks and received the information requested on the deadline date of November 11, We immediately prepared the information and sent it to the Offer Examiner for review and considerationOn November 21, 2013, we spoke to the Offer Examiner who advised us that upon review of the information provided she was going to send out her preliminary findings that indicated that per her calculations the taxpayers’ could full pay the liabilityDecember was spent reviewing the Offer in Compromisepreliminary analysis received from the Offer Examiner and working to solidify an appeal to dispute her preliminary decision to reject the OfferWe attempted to contact [redacted] or *** [redacted] regarding our findings on December 30, and were able to speak to [redacted] *** on December 31, On January 20, 2014, we spoke with [redacted] who advised us of some changes to his financial situationWe requested updated statements reflecting those changes once he received themHe advised us he would send them once he received themIn February 2014, we received the official rejection notice dated January 28, from the Offer ExaminerWe then began immediately preparing the appeal which was submitted to the Offer Examiner via facsimile on February 26, On March 19, 2014, the Offer Examiner responded to our appeal and advised us that she had made the changes requested and would send us her updated calculations still showing ability to payAdditionally, we were notified that the OIC appeal request had been forwarded to the appeals departmentDuring the months of April and May 2014, our office reviewed the examiners calculations, the appeal and prepared for the upcoming Appeals HearingWe then received correspondence from the [redacted] Appeals Unit that the OIC appeal hadbeen scheduled for May 28, During the month of May 2014, we spoke with [redacted] and advised him of the financial information needed for the upcoming appeal and the deadline date we needed it by in order to comply with the hearing date of May 28, We held the appeal on May 28, and due to the fact that our office did not receive all of the documentation requested nor provide anything to the appeals examiner, the Offer in Compromise rejection was sustainedWe then followed up with [redacted] following the hearing and explained what happened during the callDuring the months of June and July we attempted to reach [redacted] and [redacted] both numerous times to discuss the status of the case and to review the timeline of events leading up to the rejection of the Offer in Compromise but had to leave messages each timeIn the month of August we were finally able to speak with [redacted] who expressed concern with what happened during the Offer in Compromise Rejection Appeals HearingDuring our conversation, we discussed the timeline of events with her in detail that led to the final decision being madeHer case was then forwarded to our Client Services Group discuss the concerns she expressed and they agreed to grant fee consideration for the client.During the months of September and October we attempted to reach the client by both telephone and e-mail correspondence with no responseWe then received notification from our accounting office on November 6, that the account was placed into non-working status due to a payment discrepancyWe understand [redacted] frustrations regarding her caseThroughout the duration of the case, our office maintained consistent communication with the [redacted] and [redacted] and [redacted] regarding their case statusHowever at times it is critical to discuss case planning and other actions taking on the place via telephone conversationThis ensures that everyone is in agreement and thoroughly understands on the current status of the case[redacted] ’s comments regarding the Original Offer in Compromise amount of $require further clarification by our officeThe majority of the Offers we submit are for $or lessThe [redacted] openly states in their policies that they do not base their decisions on Offers on the Offer amountFurthermore, each year we have nearly Offers in Compromise settled with the [redacted] for $or lessIn fact, we have had several Offers settled for only $Offer amounts can easily be negotiated once the Offer is reviewed by the ***If the *** recommends an increased Offer amount they will do soUnfortunately the clients’ Offer in Compromise was rejected due to our office nor the [redacted] receiving the required documentationfor the appealAdditionally, through our experience with the [redacted] on a majority of the Offer in Compromise’s submitted are initially deniedTax personnel are government employees who typically view tax accounts as established debts, to be paid as quickly as possibleTaxes will not be adjusted downward or levies released, without solid reasonsThe process of convincing tax collection personnel to adjust a tax account requires detailed records of the taxpayer’sfinancesMoreover, during the Offer in Compromise process, we are given short deadlines to provide information to the examiners reviewing the caseWe understands [redacted] ’s frustration when it comes to thisIt is just as frustrating to us having a very short timeframe to get all of the documentation required and submitted for the examiner’s reviewWe have worked very hard on this case for the time we have represented [redacted] and [redacted] ***We have kept aggressive collection action by the [redacted] at bayAdditionally,have worked towards planning for resolution of the tax matter as a wholeWe would like to move forward with the resolution of [redacted] ’s and [redacted] ***’s case as there is still work to be completed to resolve his tax mattersWe would be glad to discuss the case further and the work that was performed on his behalfWe are also open to discuss the possibility of further fee consideration and request that they contact our office directly.If you require any further information, please contact our officeThank you for your time and assistance with this matterSincerely, [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]

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

I received a response from the Revdex.com that my complaint was put in a "Answered-Revdex.com has not heard back from the consumer as to their satisfaction with the business' response." I realize you have a time frame to keep cases open, but I just didn't have time to deal with this until now I am not satisfied with the response from Wall & Associates In their letter , it states that they offered me a fee consideration because I am laid off from my job They said I agreed The choice they gave me was decreasing the fee from $350/month to $300/month I'm laid off! Cutting $doesn't help me in the leastAnd the decreased amount would only be for three monthsThen the regular payments would need to resume They told me on the phone that was all they could do I had no choice to agree or cuss them out, which wouldn't have changed anything, so I had no choice but to agree Since that phone call, I have received a letter each week about what I owe them The last of which had a very aggressive and threatening tone The said my case was in a "stop work" status and my team would not resume work until I made payment They also said that if I don't pay, they will revoke their power of attorney, which "will cause the taxing authorities to become very aggressive in enforcing collection of the balance due to them." I have paid these people over $dollars and have waited months for them to resolve my case It took months before they even submitted an offer to the IRS This company is largely misrepresenting what they will do for people Please continue to work on my complaint.Thank You, [redacted]

Revdex.com: I have reviewed the offer and/or response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below [Provide details of why you are not satisfied with this resolution.] I am not satisfied with their answers because in the beginning I requested that my wife be represented because her name is along side my name on the tax returnThey sent papers to be filled out and signed which we didThey also stated that since I was the primary person on the taxes that she is already represented because it is the same taxes and their representation takes care of the full taxes which would stop the IRS from coming after herBut they only scrambled for the same information they ask for when the IRS had already contacted me at my property and sent information for me to fill out and for my wife to fill out, which I forwarded over to Walls and Associates since they were my power of attorneyI sent them all threatening letters to levy in December but to no availI did contact them many times to follow up within the course of the contract They never called me to let me know what was going on or if any kind of offer and compromise was going onThe only department that would continuously contact me is the payment departmentIn May of my wife contacted them to ask what was going on and if they did anything on her part so she could get her job back and Devon H [redacted] stated that they did not represent her and that she would have to sign a different contract paying additional feesThere shouldn,t be any additional fees because the taxes are mine but we filed jointly so they are the same taxes This company only collect your money for a long time without any resolution being done for your sake Regards, [redacted] ***

Re: [redacted] ***, Revdex.com Case # [redacted] We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered to [redacted] ***This client sought out and hired out services in November of for administrative tax resolution services.This client of their authorized third party has made no additional contact with Wall & Associates, Incsince October of During our last conversation it was explained that our office had mailed her the requested documents she referenced in her follow up response date February 1, Respectfully, she has had days to make additional comments in response to our timely sent rebuttal date November 7, In order to clarify some additional points on this case our office would like to state that we worked with this client in relations to her concerns and our feesWe made several concessions, as a customer service gesture, to ensure that service could continue with herThe expectation, confirmed with this client was that monthly billing would resume, at a rate, in September of A confirmation letter mailed to the client has been enclosed as substantiation to out statements, Due to a failure to pay the September monthly fee this account was placed in a non-working status on October of Subsequently, this case was closed for non-paymentWe routinely secure releases of license seizures, but our office was unable to ultimately address the license seizure this client failed to become current with the payments she had agreed to make.Out office makes no guarantees in relations to the time that a case will take to completeIn the interest of providing our clients satisfactory service we did, in the past, provide timeframe approximations based on historical data we had acquired from other casesWe also prefaced that with the simple notification, all cases are differentThe provided timeframes appear to have be correctly relayed as she identified them as approximations and not guarantees.This client states the following in her complaint “They have comes across to me as an agency you have to threaten or nearly insult to get updates.” In response to this we would like to state our company, like any, takes client concerns seriously and we used them as a way to learn from issues that we can rectifyWe will not let a client use threats to solicit unwarranted refunds or work from usWe understand that the tax resolution process can be frustrating and we routinely work out billing concerns with clients, the overwhelming vast number successfully, but we will not be taken advantage ofIn response to this we would like to state that this client did make various threats and it was determined that we had addressed all applicable concerns, amicably, through the fee consideration we had previously offeredFurther threats would not warrant additional fee reviews.We trust this response in conjunction with our previous addresses all applicable concerns that this client has at this timeIf you require any further information, please contact our officeThank you for your time and assistance with this matter.Sincerely,Wall & Associates, Inc.Brandon G [redacted]

Dear Ms***, We are writing in response to the recent complaint filed against our company regarding the fees paid and services rendered by Wall and Associates, IncFirstly, it is important to point out that by hiring our office, Mr [redacted] did not hire a lawyer or a law firmThe agreement for services he signed with our office clearly states in two places that it is not an agreement for legal servicesThe second place in the agreement that this phrase is located is just above the space for clients to signIn addition, Mr [redacted] was not told that we could help with his immigration issuesWe do not handle immigration issuesFurthermore, he did not communicate any immigration issues to his case team while he was a client, therefore, he knew we were not providing such a serviceMr [redacted] sought out and hired our services on March 24, for administrative tax representation The case team rapidly acted on Mr***’s case to work towards resolving his tax mattersOur office began working on Mr***’s case on March 24, in good faith as he had paid 85% of the contractually agreed initial fee for us to start the caseSince then, Mr [redacted] has completed a chargeback with his credit card company in attempts to have refunded back to him all of the fees paid to our company for the services we renderedBelow you will find a summary of the actions completed since receipt of the case for administrative tax resolutionOn March 24, 2015, the case file was established and a call was made to Mr [redacted] at which time we discussed the history of his tax liability and requested specific financial documentation in order to begin evaluating possibilities to resolve the tax liabilityDuring the first phone call with the case team manager, Mr [redacted] expressed concern about needing a lawyer to handle his case and that he needed a garnishment lifted immediately that was placed on him by the [redacted] for a tax liability stemming from unauthorized substance taxThe case team manager explained that Wall & Associates, Incis not a law firm, and that we handle tax liability cases on an administrative basisShe also informed him of our success in the past and that an attorney may not be necessary in his particular situation to resolve the tax liabilityWe subsequently mailed an introductory letter to Mr [redacted] which requested specific financial documentation in order to evaluate his situation and work towards an ultimate resolution of his caseOn March 25, 2015, the Power of Attorney forms were prepared and sent to the [redacted] to notify them of our representationGiven [redacted] delay in processing the forms, we contacted the agency directly with Mr [redacted] on a conference call in order to obtain the appropriate information and look into the release of his reported garnishmentMr***’s case was assigned to a specific agent, Ms***, and our office was forced to leave a message on this date as the call went to her voice mailMs [redacted] returned our call on March 30, 2015, but left a message with our receptionist leaving her fax numberWe returned her call on the same date, although still could not get in touch with her directly as her voicemail indicated she would be out of the office for the majority of the dayThe case team prepared and faxed Mr ***’s Power of Attorney forms directly to Ms [redacted] at the number she providedIn attempts to expedite the possible release of Mr***’s reported garnishment, we contacted another agent in the same office as Ms***We requested to speak with a manager on duty and were provided the name and number for Mr [redacted] We immediately called Mr [redacted] and left an urgent message regarding Mr***’s accountIn follow up with the client, Mr [redacted] then disclosed that he did not have a garnishment with the state of North Carolina, but that he was on an Installment Agreement of $per month and did not want to become victim of involuntary collection action for not paying on his monthly agreementAt that time, he was months behind in the payments and the state wanted a total of $paid immediately to avoid collection action The case team advised Mr [redacted] to overnight his payment to the [redacted] Department of Revenue, which he did, and our office followed up with a phone message and fax indicating such directly to Ms***On March 31, 2015, Ms [redacted] returned a call to our officeWe explained that Mr [redacted] mailed his past due payments as well as his current payment to her attention via overnight post the day earlierShe agreed not to proceed with any levy action and advised our office to submit an Offer in Compromise if the taxpayer felt as if he could not afford to repay his debt via the established Installment AgreementMs [redacted] expressly stated that Mr [redacted] would still be responsible for making his monthly payments throughout the Offer processShe also indicated that given our Power of Attorney on file, that Mr [redacted] should cease his direct correspondence with her as she was now required to perform all communication through our officeWe followed up with Mr [redacted] immediately after speaking with Ms [redacted] and informed him of the communication requirementsHe explained that he could not afford our monthly fee along with the payments that were required to [redacted] We explained the [redacted] Offer in Compromise process and financial information that would be needed to prepare these documentsThe case team manager agreed to send Mr***’s concerns to our Client Services Group to ensure client satisfactionOn this date, our office also prepared and processed the Power of Attorney forms with the Internal Revenue Service for representationWe then prepared and mailed a request for hardship status to the IRSOur office contacted the IRS on April 2, 2015, and was informed that Mr [redacted] had a balance of $1,for tax years and He also had no tax returns on file for years and We spoke with Mr [redacted] about this on April 6, 2015, and also went over a detailed North Carolina financial statement in order to prepare and submit his Offer in CompromiseWe spoke with Mr [redacted] again on April 7, 2015, when he again expressed concern about not being able to afford our services; however he expressly stated that he was happy with all the efforts and advice that had been provided to him thus far in his caseMr [redacted] also agreed to provide us with the requested financial documents in order to finalize his [redacted] Offer in Compromise paperworkOn April 8, 2015, our staff was contacted by the manager at [redacted] Department of Revenue, [redacted] He apologized for the delay in response, explained the Offer in Compromise program and specifically the relationship between the amount of the tax debt and what is offered by the taxpayerMr [redacted] explained that Mr***’s current debt was $60,from unauthorized substance taxIf he were to submit a very low-dollar offer, then the case would not be reviewed timelyMr [redacted] encouraged that Mr [redacted] submit a substantial settlement request in order to have his paperwork expeditedHe also indicated, however, that the offer would still be based on collectabilityOur staff discussed this conversation immediately thereafter with Mr [redacted] and he conveyed that he would need to follow up with us at a later date after thinking about his optionsThe case team received notification that Mr [redacted] had called the Wall & Associates, Incsales representative with further concerns about his caseOn April 9, 2015, the case team manager again discussed noted concerns directly with Mr ***He expressed dissatisfaction with our ability to stop his monthly payment plan with the [redacted] Department of Revenue and that he could not afford to settle his debt for more than $3,Mr [redacted] notified the case team on April 20, 2015, that he was sending all needed financial documentation to our officeAlthough these documents were never received, in efforts to expedite Mr***’s case, the team prepared and mailed the Offer in Compromise documents for Mr [redacted] to review and sign based on available information retrieved from the [redacted] and calls held with him directly regarding his financial situationMr***’s case was placed into a non-working status by our accounting department on May 7, 2015, for failure to comply with payment arrangements contractually agreed uponThe case team followed up with Mr [redacted] on May 19, He let us know that he was unhappy with services, and the case team offered to assist in any way possibleMr [redacted] stated that he would make attempts to get the money back that he had previously paid our firmThe case team referred Mr [redacted] back to our Client Services Group for quality control and remedy of the client’s dissatisfaction We were notified by accounting department on May 29, 2015, that Mr [redacted] filed a chargeback with his credit card company against our company for the fees paid for the services renderedCurrently, the chargeback dispute with the credit card company is still pendingAdditionally, the contract Mr [redacted] signed with our company contains an arbitration clauseOur arbitration process is completed by the [redacted] ***This is to settle and resolve any controversy, dispute or claims regarding the services and the contract Mr [redacted] signed Therefore, this complaint should not be considered at this time as Mr [redacted] has not adhered to the agreement he signed with our office by seeking arbitration servicesFurthermore, we would like to address specific complaints Mr [redacted] raisedHis complaint states that his taxes were related to immigration and tax debt issuesThe liability with the [redacted] Department of Revenue was for unauthorized substance tax and the IRS liability was due to returns Mr [redacted] had filed with a balance which he did not payAdditionally Mr [redacted] had filing requirements for unfiled tax returnsOur office was working on both of these matters and advised Mr [redacted] how we would properly handle them as well as his filing requirements with the IRSWe were never informed by the tax authorities, or by the client, of how the tax debts related to his immigration Per the information we gathered on the case, there was no correlation between his taxes owed and immigrationThe taxes due were for other reasons pertaining to the [redacted] and U.STax CodesThe garnishment Mr [redacted] refers too was an Installment Agreement that he had previously agreed to set up with the state of [redacted] to pay on the unauthorized substance tax liability prior to hiring our servicesOur office contacted the Revenue Agent and the Manager to see if the Installment Agreement could be stopped; however, we were notified it could not be stopped and if we submitted an Offer in Compromise, the payments would be rewired while it was being reviewedOur office quickly prepared and sent Mr [redacted] the [redacted] Offer in Compromise documents for his review and signature in order to submit it on his behalf and being negotiating with the state for an agreeable amount that Mr [redacted] could afford to payWhile it is unfortunate we could not resolve this matter internally with the client, please be aware that the attempts to do so were madeIf 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.I won't attempt to verify each and every reported contact initiated by them, to me except to say that we were constantly frustrated by the lack of consistent and regular updates, even monthly, as to the service they were providing and progress they were makingI initiated several calls and received rather canned responses, sometimes inconsistentAlmost every one of the first six or eight exchanges only regarded their wish for a "budget" to so they might understand my ability to pay the anticipated large amount dueI signed what seemed to be repetitive or redundant powers of attorney, considering there were, only, the state and the IRS involved.In any case, a key point, here, is their contention that I told them I "believed" I owed $123,to the IRSThat is absurdHow could I have any idea what, if any, I might owe to the IRS??? I have been told by my co-trustee for the trust, [redacted] , that virtually all the distributions sent to me, each year, were not taxableA figure similar or identical to that may have been discussed as significant in some other context but nothing to do with any number I thought I might owe in taxes! For that reason, I didn't file returns believing I was under the threshold for having to fileSomeone put that figure in my file for a reason and it does not appear honestPerhaps the salesman was required to indicate an approximate amount the client thought he might oweOur discussion with Mr [redacted] revolved around potential causes for an erroneous report from IRS to NC, other possible sources for taxable income, and the awful risks I was facing, in the event I should have a big tax problem, late fees, etc.In any case, if anything, I contended that, when all was straightened out, it should be clear that I'd owe little, if anything with the possible exception, the salesman raised, of the effects of a short sale of a home I still owned in Florida, after having moved to North CarolinaOur discussion mainly focused on how the IRS might have "suspected" I had unreported taxable income of $90,and reported that to North Carolina even as I had not heard from the IRS, (and have not, to this day)The collection notices, incidentally, which the salesman said would stop, coming from North Carolina, never did and we received still another, only a few days ago.The agreement we rushed to sign specified a single, upfront payment of $10,to be followed by additional monthly sums of $400, starting at the third month and continuing an estimated six to nine months while they slaved to negotiate and resolve my caseWithin a couple of months, the accounting firm they referred me to, (not having told me that additional expense was not included in their service), calculated my taxes for the last six years, as advised, determined that my unpaid liability was $27, to the state of North Carolina.After I gave up waiting for a refund offer, at all, with phone calls consistently not being answered and messages no longer being returned, for weeks, I turned to the Revdex.comThe very next day, suddenly I heard from their Customer Service Rep who offered me a totally inadequate figureShe returned, perhaps an hour later, with a much improved but still inadequate figureI reminded her that, to that date, I still had never received a professional summary of the services they had provided such as I receive from my attorneys, every monthFinally, she returned with a substantial offer and, for some reason, I agreed to accept itI would have signed their letter, as verbally agreed, if it had not contained the following line, "Although we are contractually entitled to the full amount of the monthly fees earned, we have decided to offer you the aforementioned refund." I had ceased sending still more payments after it was determined that I had no tax problem and their firm was initiating the process to offer me a refundI heard no effort to collect additional $monthly paymentsSo, on receipt of this confirming letter, I replied that, IF THAT IS THE CASE, I wished to amend my agreement to offer $800, per their description of my contractual obligationIf it is NOT the case, then I will accept the better of the original agreement or my contractual obligation, if better for meIF this is incorrect, and the contract does not provide me that protection, then I will return to my agreement to accept the $8,refund offered to me only days ago, before, they claim, they became aware of my report to the Revdex.com which, in fact, Revdex.com told me was sent to them, electronically, within hours of my making it and days before they claim to have seen it.I am only seeking a fair resolution and not one that has me paying much, if any, exceeding my contractual obligationOn the anticipated occasion of our returning to a fair resolution, I will be happy to do anything I can to be sure future prospective clients of Wall will see that our problem was satisfactorily resolved, quickly and professionallyIndeed, in previous situation, when I heard even the first offer from Wall, I quickly phoned the Revdex.com asking them to update my file to reflect that I did receive a quick response, after having filed the complaint, and trusted we'd come to terms soonI cannot imagine it would benefit Wall to have a permanent accurate and verified report of a client being forced to pay them well over $10,for simple tax representation that turned out to be virtually unneededAdditionally, I'm aware of the existence of Federal laws, which may apply, regarding the retention of fees for services not provided Regards, [redacted]