Washington Tax Services

I talked to the Vice President Jay F about some tax problems my son was having with the IRSAfter talking with Jay about how their company could help our son I decided to go with themI checked around on prices with other companies that deal with the IRS and for the money you just can't beat Washington Tax ServicesI'm extremely glad that I went with them, they don't just settle with the IRS, they actually go over the returns with the client which takes alot of work on their partIn the end he not only owed nothing, but, even got a little backWe're very grateful for Jay and the company for helping out our sonWe highly recommend them***& [redacted]

In April of 2014, our relationship with [redacted] of Clear Lake, Iowa began with an email exchange, here’s that exchange verbatim: “Hi ***Yes we might be able to do an Offer - at the minimum we'll manage contact with the IRS -- and get you the best solution we can ? Our flat fee - start to finish is $- authorization for payments attached , and also needed.Thanks, Jay, [redacted] ? Based on that email exchange and other phone exchanges, Ms [redacted] hired us for the $fee and we first researched her IRS record on April 30, Simultaneously, we posted Power of Attorney for her and began to represent her before the IRS - which includes monitoring her deadlines and making the appropriate phone callsSoon after in May of 2014, we sent her a financial questionnaire so we could better determine how to resolve her IRS situationAfter she sent the questionnaire to us ?" we asked for more information ?" it did take a few follow-ups with her to get the informationBecause we were running out of time with the IRS ?" we implemented an installment agreement on her behalfShe was set up in a $payment plan on her $11,tax liabilitySoon after ?" she did get us the information we needed ?" after analyzing that data, we determined that she did NOT qualify for an Offer in Compromise, but we told her we could try to add value to the case by pursuing a penalty abatement on top of setting up the agreement ? In June 2014, she wrote an email: ? “If I still owe the complete tax bill, what have I gained by employing your services? I could have set up a payment plan on my ownI can maintain this agreement, but will continue to pay interest on the tax bill, correct? How much will getting rid of the penalties save me? If I pay in full can I still get relief from these penalties?“ ? At that time ?" we relayed to her that we get our client’s the “best result” that we can and offered her to then attempt to waive the penaltiesAt that time there was no indication that she wanted to take us up on that offer.? Later in July 2014, Ms [redacted] emailed us that she was going to file and pay her taxesWe emailed her that this was a positive event ?" and would help us petition the IRS to waive penaltiesHowever - again she didn't give us the "OK" to pursue this option ? In September she wrote to us again ?" indicating she wasn’t happy with our services and again I replied to her ?" we are still to abate the penalties for her.Again - she didn't request that we do that ? In January of 2016, Ms [redacted] contacted us as her financial situation had worsenedAt that time ?" we sent her a questionnaire for her to fill out for us to redo the financial analysis within our office.( Do note that this was months after client had originally hired us)From Feb to May 2016, there were multiple email exchanges between her and our staff to determine how to re-resolve her caseIn May ?" after all of the information was collected, we determined we could try to get her case closed for hardship.In email exchanges between June to August ?" we discussed that she would default her installment agreement as she couldn’t afford them and we ? would assist her at pursuing this “hardship” optionBut let's be clear - our discussions about "defaulting" the agreement were based on a perception that the client could NOT afford themWe did not force/coerce her into stopping the agreementWe just suggested to her that if she defaulted - other options could be explored and a new plan pursued - while the client would enjoy several months without payment.? ? In September ?" we determined that December was the safe re-entry point with the IRS as she had officially defaulted her agreement in September ? When she recontacted us in December ?" we relayed to her that we could pursue this “hardship status” route or we could ?" as before ?" ask for the penalties off? As nearly years had passed since we were originally hired, we asked her for a $continuation fee ? This request prompted irritation from Ms [redacted] ?" who indicated she was going to file this complaintWe called her and emailed her to discuss this with us before she filed the complaint, but she chose this route ? We sent our first email exchange (above) with Ms [redacted] to demonstrate that we didn’t “sell” a specific solution except to offer general representation on her issue getting her the best deal we couldNumerous times we offered her to get penalties off but she never seemed to "greenlight"that optionTwo years later, our staff spent considerable time re-analyzing her options from scratch while articulating a new solutionWe thought that based on all of the above ?" that it was fair to ask for a continuation fee Nonetheless ?" as the relationship has soured, while we do not feel that any refund is warranted as we have worked the case in good faith pursuing the best options we could over these last years, we will agree to send the client the “hardship request” paperwork that we drew up for her OR prepare the penalty abatement request for herHowever ?" as the client is unwilling to pay us for further representation, we would request that she monitor her own case with the IRS going forward once we send this completed documentation to her (revoking our Power of Attorney so client can make the appropriate followups with the IRS on her own behalf)? Thanks

In April of 2014, our relationship with [redacted] of Clear Lake, Iowa began with an email exchange, here’s that exchange verbatim: “Hi ***Yes we might be able to do an Offer - at the minimum we'll manage contact with the IRS -- and get you the best solution we can Our flat fee - start to finish is $- authorization for payments attached , and also needed.Thanks, Jay, [redacted] Based on that email exchange and other phone exchanges, Ms [redacted] hired us for the $fee and we first researched her IRS record on April 30, Simultaneously, we posted Power of Attorney for her and began to represent her before the IRS - which includes monitoring her deadlines and making the appropriate phone callsSoon after in May of 2014, we sent her a financial questionnaire so we could better determine how to resolve her IRS situationAfter she sent the questionnaire to us – we asked for more information – it did take a few follow-ups with her to get the informationBecause we were running out of time with the IRS – we implemented an installment agreement on her behalfShe was set up in a $payment plan on her $11,tax liabilitySoon after – she did get us the information we needed – after analyzing that data, we determined that she did NOT qualify for an Offer in Compromise, but we told her we could try to add value to the case by pursuing a penalty abatement on top of setting up the agreement In June 2014, she wrote an email: “If I still owe the complete tax bill, what have I gained by employing your services? I could have set up a payment plan on my ownI can maintain this agreement, but will continue to pay interest on the tax bill, correct? How much will getting rid of the penalties save me? If I pay in full can I still get relief from these penalties?“ At that time – we relayed to her that we get our client’s the “best result” that we can and offered her to then attempt to waive the penaltiesAt that time there was no indication that she wanted to take us up on that offer Later in July 2014, Ms [redacted] emailed us that she was going to file and pay her taxesWe emailed her that this was a positive event – and would help us petition the IRS to waive penaltiesHowever - again she didn't give us the "OK" to pursue this option In September she wrote to us again – indicating she wasn’t happy with our services and again I replied to her – we are still to abate the penalties for her.Again - she didn't request that we do that In January of 2016, Ms [redacted] contacted us as her financial situation had worsenedAt that time – we sent her a questionnaire for her to fill out for us to redo the financial analysis within our office.( Do note that this was months after client had originally hired us)From Feb to May 2016, there were multiple email exchanges between her and our staff to determine how to re-resolve her caseIn May – after all of the information was collected, we determined we could try to get her case closed for hardship.In email exchanges between June to August – we discussed that she would default her installment agreement as she couldn’t afford them and we would assist her at pursuing this “hardship” optionBut let's be clear - our discussions about "defaulting" the agreement were based on a perception that the client could NOT afford themWe did not force/coerce her into stopping the agreementWe just suggested to her that if she defaulted - other options could be explored and a new plan pursued - while the client would enjoy several months without payment In September – we determined that December was the safe re-entry point with the IRS as she had officially defaulted her agreement in September When she recontacted us in December – we relayed to her that we could pursue this “hardship status” route or we could – as before – ask for the penalties off? As nearly years had passed since we were originally hired, we asked her for a $continuation fee This request prompted irritation from Ms [redacted] – who indicated she was going to file this complaintWe called her and emailed her to discuss this with us before she filed the complaint, but she chose this route We sent our first email exchange (above) with Ms [redacted] to demonstrate that we didn’t “sell” a specific solution except to offer general representation on her issue getting her the best deal we couldNumerous times we offered her to get penalties off but she never seemed to "greenlight"that optionTwo years later, our staff spent considerable time re-analyzing her options from scratch while articulating a new solutionWe thought that based on all of the above – that it was fair to ask for a continuation fee Nonetheless – as the relationship has soured, while we do not feel that any refund is warranted as we have worked the case in good faith pursuing the best options we could over these last years, we will agree to send the client the “hardship request” paperwork that we drew up for her OR prepare the penalty abatement request for herHowever – as the client is unwilling to pay us for further representation, we would request that she monitor her own case with the IRS going forward once we send this completed documentation to her (revoking our Power of Attorney so client can make the appropriate followups with the IRS on her own behalf) Thanks

After prepaying for tax resolution assistance, only service provided for my substantial investment, was a payment plan set up with the IRSAny tax payer is able to set up payments directly w/IRS, for no chargeIRS informed of payment plan, not Washington Tax ServiceAfter making said payments for years, I no longer can meet the payment amountsContacted for advice and was told to default for months and to remind him to request a tax settlement on or about Dec 10thEmailed to remind of settlement request and just received response and bill for $for "continuation fee"Paid nearly $the first time to get a payment plan set up and now they want an additional $more, to do what I hired them to doNothing like beating a guy when they are down...feel completely deceived

Washington Tax Services has given me a peace of mind that I honestly haven’t had in over yearsI assumed worrying about my taxes was just going to be a regular part of my life and I’d just have to learn to live with itWith their help I’ve been able to reach a settlement with the IRS and take control of not just my taxes but also my financial futureThey were a real pleasure to work with, always quick to reply to any questions I had and were always up front about the process, fees and the steps I had to take to reach a settlementThey worked with me for over a year (it’s a long process which they were also up front about) and there were no hidden fees or additional chargesIt is honestly not an exaggeration to say Jay F* and his team at Washing Tax Services changed my life and have given me a newfound optimism for my futureI really can’t thank them enough

I talked to the Vice President Jay F about some tax problems my son was having with the IRSAfter talking with Jay about how their company could help our son I decided to go with themI checked around on prices with other companies that deal with the IRS and for the money you just can't beat Washington Tax ServicesI'm extremely glad that I went with them, they don't just settle with the IRS, they actually go over the returns with the client which takes alot of work on their partIn the end he not only owed nothing, but, even got a little backWe're very grateful for Jay and the company for helping out our sonWe highly recommend them***& ***

In April of 2014, our relationship with *** *** of Clear Lake, Iowa began with an email exchange, here’s that exchange verbatim:
“Hi ***Yes we might be able to do an Offer - at the minimum we'll manage contact with the IRS -- and get you the best solution we
can
?
Our flat fee - start to finish is $- authorization for payments attached , and also needed.Thanks, Jay, ***
?
Based on that email exchange and other phone exchanges, Ms*** hired us for the $fee and we first researched her IRS record on April 30, Simultaneously, we posted Power of Attorney for her and began to represent her before the IRS - which includes monitoring her deadlines and making the appropriate phone callsSoon after in May of 2014, we sent her a financial questionnaire so we could better determine how to resolve her IRS situationAfter she sent the questionnaire to us ??" we asked for more information ??" it did take a few follow-ups with her to get the informationBecause we were running out of time with the IRS ??" we implemented an installment agreement on her behalfShe was set up in a $payment plan on her $11,tax liabilitySoon after ??" she did get us the information we needed ??" after analyzing that data, we determined that she did NOT qualify for an Offer in Compromise, but we told her we could try to add value to the case by pursuing a penalty abatement on top of setting up the agreement
?
In June 2014, she wrote an email:
?
“If I still owe the complete tax bill, what have I gained by employing your services? I could have set up a payment plan on my ownI can maintain this agreement, but will continue to pay interest on the tax bill, correct? How much will getting rid of the penalties save me? If I pay in full can I still get relief from these penalties?“
?
At that time ??" we relayed to her that we get our client’s the “best result” that we can and offered her to then attempt to waive the penaltiesAt that time there was no indication that she wanted to take us up on that offer.?
Later in July 2014, Ms*** emailed us that she was going to file and pay her taxesWe emailed her that this was a positive event ??" and would help us petition the IRS to waive penaltiesHowever - again she didn't give us the "OK" to pursue this option
?
In September she wrote to us again ??" indicating she wasn’t happy with our services and again I replied to her ??" we are still to abate the penalties for her.Again - she didn't request that we do that
?
In January of 2016, Ms *** contacted us as her financial situation had worsenedAt that time ??" we sent her a questionnaire for her to fill out for us to redo the financial analysis within our office.( Do note that this was months after client had originally hired us)From Feb to May 2016, there were multiple email exchanges between her and our staff to determine how to re-resolve her caseIn May ??" after all of the information was collected, we determined we could try to get her case closed for hardship.In email exchanges between June to August ??" we discussed that she would default her installment agreement as she couldn’t afford them and we ? would assist her at pursuing this “hardship” optionBut let's be clear - our discussions about "defaulting" the agreement were based on a perception that the client could NOT afford themWe did not force/coerce her into stopping the agreementWe just suggested to her that if she defaulted - other options could be explored and a new plan pursued - while the client would enjoy several months without payment.?
?
In September ??" we determined that December was the safe re-entry point with the IRS as she had officially defaulted her agreement in September
?
When she recontacted us in December ??" we relayed to her that we could pursue this “hardship status” route or we could ??" as before ??" ask for the penalties off? As nearly years had passed since we were originally hired, we asked her for a $continuation fee
?
This request prompted irritation from Ms*** ??" who indicated she was going to file this complaintWe called her and emailed her to discuss this with us before she filed the complaint, but she chose this route
?
We sent our first email exchange (above) with Ms*** to demonstrate that we didn’t “sell” a specific solution except to offer general representation on her issue getting her the best deal we couldNumerous times we offered her to get penalties off but she never seemed to "greenlight"that optionTwo years later, our staff spent considerable time re-analyzing her options from scratch while articulating a new solutionWe thought that based on all of the above ??" that it was fair to ask for a continuation fee
Nonetheless ??" as the relationship has soured, while we do not feel that any refund is warranted as we have worked the case in good faith pursuing the best options we could over these last years, we will agree to send the client the “hardship request” paperwork that we drew up for her OR prepare the penalty abatement request for herHowever ??" as the client is unwilling to pay us for further representation, we would request that she monitor her own case with the IRS going forward once we send this completed documentation to her (revoking our Power of Attorney so client can make the appropriate followups with the IRS on her own behalf)? Thanks

In April of 2014, our relationship with [redacted] of Clear Lake, Iowa began with an email exchange, here’s that exchange verbatim:
“Hi [redacted]Yes we might be able to do an Offer - at the minimum we'll manage contact with the IRS -- and get you the best solution we...

can...
 
Our flat fee - start to finish is $865.00 - authorization for payments attached , 2848 and 8821 also needed.Thanks, Jay, [redacted]
 
Based on that email exchange and other phone exchanges, Ms. [redacted] hired us for the $865 fee and we first researched her IRS record on April 30, 2014. Simultaneously, we posted Power of Attorney for her and began to represent her before the IRS - which includes monitoring her deadlines and making the appropriate phone calls. Soon after in May of 2014, we sent her a financial questionnaire so we could better determine how to resolve her IRS situation. After she sent the questionnaire to us – we asked for more information – it did take a few follow-ups with her to get the information. Because we were running out of time with the IRS – we implemented an installment agreement on her behalf. She was set up in a $175 payment plan on her $11,000 tax liability. Soon after – she did get us the information we needed – after analyzing that data, we determined that she did NOT qualify for an Offer in Compromise, but we told her we could try to add value to the case by pursuing a penalty abatement on top of setting up the agreement.
 
In June 2014, she wrote an email:
 
“If I still owe the complete tax bill, what have I gained by employing your services? I could have set up a payment plan on my own. I can maintain this agreement, but will continue to pay interest on the tax bill, correct? How much will getting rid of the penalties save me? If I pay in full can I still get relief from these penalties?“
 
At that time – we relayed to her that we get our client’s the “best result” that we can and offered her to then attempt to waive the penalties. At that time there was no indication that she wanted to take us up on that offer. 
Later in July 2014, Ms. [redacted] emailed us that she was going to file and pay her 2013 taxes. We emailed her that this was a positive event – and would help us petition the IRS to waive penalties. However - again she didn't give us the "OK" to pursue this option.
 
In September 2014 she wrote to us again – indicating she wasn’t happy with our services and again I replied to her – we are still to abate the penalties for her.Again - she didn't request that we do that.
 
In January of 2016, Ms [redacted] contacted us as her financial situation had worsened. At that time – we sent her a questionnaire for her to fill out for us to redo the financial analysis within our office.( Do note that this was 18 months after client had originally hired us). From Feb 2016 to May 2016, there were multiple email exchanges between her and our staff to determine how to re-resolve her case. In May – after all of the information was collected, we determined we could try to get her case closed for hardship.In email exchanges between June to August 2016 – we discussed that she would default her installment agreement as she couldn’t afford them and we  would assist her at pursuing this “hardship” option. But let's be clear - our discussions about "defaulting" the agreement were based on a perception that the client could NOT afford them. We did not force/coerce her into stopping the agreement. We just suggested to her that if she defaulted - other options could be explored and a new plan pursued - while the client would enjoy several months without payment. 
 
In September 2016 – we determined that December was the safe re-entry point with the IRS as she had officially defaulted her agreement in September.
 
When she recontacted us in December 2016 – we relayed to her that we could pursue this “hardship status” route or we could – as before – ask for the penalties off? As nearly 3 years had passed since we were originally hired, we asked her for a $375 continuation fee.
 
This request prompted irritation from Ms. [redacted] – who indicated she was going to file this complaint. We called her and emailed her to discuss this with us before she filed the complaint, but she chose this route.
 
We sent our first email exchange (above) with Ms. [redacted] to demonstrate that we didn’t “sell” a specific solution except to offer general representation on her issue getting her the best deal we could. Numerous times we offered her to get penalties off but she never seemed to "greenlight"that option. Two years later, our staff spent considerable time re-analyzing her options from scratch while articulating a new solution. We thought that based on all of the above – that it was fair to ask for a continuation fee.
Nonetheless – as the relationship has soured, while we do not feel that any refund is warranted as we have worked the case in good faith pursuing the best options we could over these last 3 years, we will agree to send the client the “hardship request” paperwork that we drew up for her OR prepare the penalty abatement request for her. However – as the client is unwilling to pay us for further representation, we would request that she monitor her own case with the IRS going forward once we send this completed documentation to her (revoking our Power of Attorney so client can make the appropriate followups with the IRS on her own behalf).  Thanks.