Complaint Review: Tax Results

On Feb.2 2012 I contacted Tax Results about retaining services regarding past taxes due to the state of California and unfiled tax returns from 2009 to the present. I talked to Jeff Perkowski who assured me that reducing the amount owed to the state would be very possible and that they would be happy to take on my case. After talking to him about the case I was informed that the amount could be reduced and that since the company that I was working for at the time did not pay my taxes that there was a strong possibility that they might be responsible for the debt incurred.

I told Jeff Perkowski that I did have a job opportunity and was told by him to wait until the papers were filed to keep the State of California from garnishing my wages, which should be by the following week and that he would be in contact with me. I was informed that the fee would be $2000.00 paid in advance and sent 3 forms to fill out and remit, which I did. Later that evening I was contacted by Brad Patrick (who informed me that he was the Vice President of Tax Results) to whom I gave my spouses credit card number. The case number that was assigned to me is #19808. Once again, being assured by Brad Patrick that everything would be taken care of I hung up the phone in good faith.

On March 2nd I decided to call Tax Results back (they had never contacted me as promised) and went to a voice mail to which I left a message to Jeff Perkowski, which was never returned. Again on March 5th I called Tax Results a total of nine times finally being put in contact with Tony Stepien who told me that he would be my case manager from this point on. I was sent more forms to fill out and remit which I did and was told that he would contact me the next day, which he didnt.

On March 6th and 15th I called and left a message for Tony to call me to which I never had a reply.

On March 23rd. I called Tax Results twice, the second time reaching Tony Stepien who informed me that he was working on the case and that he was waiting on the State of California to contact him. He informed me that he had done my taxes and that I was due a refund.  He told me that he should have something to tell me by the end of the day and that he would contact me back. He never did.

On March 29th I called Tax Results and talked to Tony Stepien who informed me that he did contact the State of California and that he was not able to reduce my taxes at all but that he wanted to submit my tax returns. I told him not to submit my back taxes and that I would like a refund as Tax Results did not meet its obligations as put forth in its advertisements. I was told that I would have to talk to Brad Patrick but that he was already gone for the day.

On March 30th I contacted Brad Patrick and after explaining to him the situation I asked him for a refund. He informed me that I was not eligible for a refund and that his company was doing everything in their power to remediate the situation. After I told him that Tax Results were not reducing my tax amount owed he replied that by turning my Federal refund over to the State that in fact they had reduced my tax amount owed to the State and had in fact met their contractual obligations.

At this point I handed the phone over to my spouse who conversed with Brad Patrick and they came to an agreement that Tax Results would send me via email a copy of the tax preparations (before they remitted them) and then we would decide how to proceed from that point. He informed her that they could not negotiate with the State until the back taxes were filed. And then after that that they could arrange a meeting and possibly reduce the amount owed. My spouse was told that Tax Results would email the returns to me for examination and that they would be back in touch within a day or two. I am still waiting for them to send me the Tax Returns and have not heard anything from them since.

I am filing this complaint with the intent of receiving back a refund in the amount owed minus a fair amount for Tax Preparations. They have not met their contractual promise in either the reduction of money owed nor have they kept to their time constraints.