Complaint Review: Ideal Tax Solution TRUSTED BUSINESS | Ripoff Report Verified Safe™ …businesses you can trust. Ideal Tax Solutions a leader in tax negotiation mediation. Ideal Tax Solution consists of highly experienced trained staff of tax attorneys enrolled agents excellent support staff. Ideal Tax Solution proud in ethics of giving clients superior service results deserved. - Nationwide

REVIEW UPDATE: May 16 2018: Ideal Tax Solution remains committed to increased customer satisfaction and has improved their business practices over the years to better serve their customers. Ideal Tax Solution is truly dedicated to making sure their customers are satisfied and that any complaints which do arise are addressed promptly and fairly.

To date, Ideal Tax Solution has made good faith efforts to resolve all complaints reported on Ripoff Report. Based on our experience, the member business has proven to be among the top members of the Ripoff Report Corporate Advocacy Business Remediation and Customer Satisfaction Program as a Verified Safe Business™.

Over time and since becoming a member, Ideal Tax Solution has remained actively engaged and improving the way they address customer service complaints. As an active and current member of the Ripoff Report Corporate Advocacy Business Remediation and Customer Satisfaction Program we are happy to report that now more than ever Ideal Tax Solution remains committed to improving customer satisfaction.

Remember, no company or individual can ever satisfy 100% of the people 100% of the time. There are no products or services that will always be perfect for everyone and even the best companies will receive complaints from time to time. However, by participating in the Corporate Advocacy Program, the member business has made a commitment to working with its customers to resolve complaints quickly and fairly whenever possible.

Please keep in mind that as a consumer you have some responsibilities as well. Success has many definitions that based on your past experiences, current situation and your perceived expectations. Success with any product or service is always based on the proper application and understanding. The fastest car will not run if you never turn the engine on. Look at how you used the product or service that was provided in relation with the instructions that you received. The Corporate Advocacy Business Remediation and Customer Satisfaction Program will help you get your voice heard but please be prepared with documentation and fair representation of your concern, also have an idea of how the company can fix your concern. Can they offer additional services, extend warranties, offer a fair refund or just get you talking with someone that can help. ..let them know and let us know!

*Any consumer not receiving satisfaction from a member of the Corporate Advocacy Program should email us at [email protected].

Ripoff Report Verified™ REVIEW

EDitor's UPDATE: Positive rating and recognition has been given to Ideal Tax Solutions for its full commitment to quality customer service.

Ripoff Report's discussions with Ideal Tax Solution, LLC have uncovered an ongoing dedication by the company to total client satisfaction. This means that clients can expect that the company will work towards finding a mutually satisfactory resolution to any concerns. Ideal Tax Solution, LLC listens carefully to client concerns and sees them as an opportunity to learn from past mistakes and become more efficient as a company in the services offered and the support for those services.

Ideal Tax Solution, LLC's general manager Ken Mason has initiated contact with us to enter our program to give clients a voice for clarification and giving them yet another independent 3rd party monitoring service to allow transparency. Jeff Khatib manager has offered his contact information for anyone seeking help, "Afterall, if you don't like to help people, going against one of the powerful collection agencies in the world, the IRS, wouldn't be a wise career choice. We love to help people and will continue to be open and our GM Ken Mason's philosophy of meeting and exceeding people's transparency in this tax resolution has been endorsed by all upper management and employees.”



Ripoff Report Verified™ .. part of Ripoff Report Corporate Advocacy Business Remediation & Customer Satisfaction Program.A program that benefits the consumer, assures them of complete satisfaction and confidence when doing business with a member business..



The information provided in this report is based on comments made by Kenneth Mason during an onsite inspection held by a third party verification company with no biases toward Ideal Tax Solution.

Ideal Tax Solution is a company that offers various tax related services including tax consultation, tax investigation, and tax resolution. This company was founded in order to provide an excellent and affordable product to clients who may be experiencing tax debt issues. Manager Kenneth Mason further explained the vision of their company, "we represent people that have IRS and state tax issues. We pride ourselves on our negotiators who are licensed by the IRS as enrolled agents.”

Leads for Ideal Tax Solution are acquired through several different venues including advertisements on the radio and tax lien lists. Once a potential client has expressed interest in the product Ideal Tax Solution offers a free consultation to access the situation. Mr. Mason explained the typical sales process in greater detail, "during the free consultation we can usually assess what the potential client's next stop in the resolution process should be. Many times if there is nothing we can do to help them, we will give them free advice for their next step.”

CUSTOMER CARE & COMPLAINT RESOLUTION FROM IDEAL TAX SOLUTION

During the onsite interview Mr. Mason was asked to describe a situation where a customer was not satisfied with the level of service or product they received. Mr. Mason explained that the most common complaints received with their company involve the uncertainty that can arise with pending tax solutions, "it is common in the tax resolution industry as well as the legal industry for the client to be 'in the dark' about their case status, or what is being done to their file." If an issue of this nature arises Mr. Mason explained, "we continually contact the client. We now have an online log-in where our client can see the status and work being done. It's called 'real time'. We explain in detail the work and the status that they are in." This system has led to a positive reaction from clients, "the trust level goes up with the client [knowing that] every complaint is handled immediately." In addition to this follow up conducted with every client, "we follow up with the client by contacting them, and conducting a close out call. They should receive a letter within 45 days from the IRS. If they do not receive a letter, we will get back on the phone to fix any loose ends.”

When asked to comment on complaints posted on Ripoff Report's website Mr. Mason stated the following, "one complaint was a former employee complaining about wages. The other was a complicated case, the client was not aware of the state problem, only aware of the IRS problem." In order to remedy this Ideal Tax Solution gave their client $6,000 and attempted to provide their services for free. In order to offer a rebuttal Mr. Mason stated, "we went above and beyond to try and keep her back on board, she was still unhappy; she went to Ripoff Report. She was not satisfied with the work that was done for her free of charge; she hired an attorney during our representation with her.”

When asked what type of changes they have made to honor their commitment to make things right with the customer per the request of Ripoff Report, Mr. Mason stated, "all of our employees are required to confirm contact with the client in each stage...we have hired more staff and installed the online client status capability. We listen to every phone call to ensure that no false promises are being made. We are on top of our employees to continue to be honest and never made false promises.”

Ideal Tax Solution is proud to be a part of Ripoff Reports Corporate Advocacy Business Remediation and Customer Satisfaction Program, "it's a welcome voluntary program that all of our upper management is excited to be a part of because of transparency. We welcome more transparency.”



IDEAL TAX SOLUTION / STATEMENT FROM GENERAL MANAGER KEN MASON

"It's not a magic wand, it's a complicated process that we make simple by using knowledge and experience. Most of our Senior Tax Analysts have dealt with no less than 1000 cases over a minimum of 3 years. Real help for tax debt relief is often a result multifaceted tax compliance, research and specific tax code knowledge and knowledge of IRS collection. We offer no fee consultations with our Senior Tax Analysts.

Ideal Tax Solution, LLC's team of Enrolled Agents, Tax Attorneys, CPA's and Case Managers are all seasoned professionals. Some are former IRS employees. They are on the side of the client and want to get them the best possible outcome. We love to help people and want every one of our clients to get the best possible outcome they qualify for.”

Ideal Tax Solution, LLC takes employee satisfaction seriously as well. Employee feedback and surveys reveal comments such as this, "Ideal Tax Solution, LLC has given all of the employees authority to make changes at a supervisor level. Much like a hospital allows a nurse to do what they think might save a life, no need for management approval if it helps a client.”

Ripoff Report was pleased to learn that Ideal Tax Solution, LLC's past and current approach to business is focused on its pledge to total commitment towards client and employee satisfaction.



IDEAL TAX SOLUTION FAQS

"What is Tax Consultation?

A Tax Consultant or Tax Advisor is a financial expert specially trained in tax law. Tax Consultants are specially trained and experienced with tax law and complicated financial matters. Their skill with tax issues allows them to properly investigate and resolve complicated tax issues.

Our Tax Consultants have helped hundreds of taxpayers through the consultation and investigation into complex tax problems. Let our experienced tax professionals help you evaluate your tax debt problem and structure the proper path to resolution.

What is Tax Investigation?

Once your tax file has been reviewed and approved for representation, our experts will work with you on an individual basis to investigate your tax filing history and detail the status of your financial situation. Once we have documented the details of your tax history and confirm your financial status, our team will identify which specific government relief program is available for your situation and what type of relief it provides. Having accurate and up-to-date information helps our Enrolled Agents best protect your taxpayer rights with the IRS.

What is Tax Resolution?

Our experienced team of Tax Attorneys and Enrolled Agents work together to design and recommend a tax resolution plan that will work best to address your tax problem.

Because of their special knowledge of tax law, Tax Attorneys can better address IRS problems and offer many benefits that other tax professionals cannot. Our experts can act on your behalf and represent you before the IRS and can provide a wide array of solutions for each individual tax problem. Having professional representation on your side is your best defense against the collection and audit tactics of the IRS.”

A GUIDE TO TAX DEDUCTIONS FOR HOMEOWNERS

"A New Home Means New Beginnings…And New Deductions by Elaine Nadalin

If you are planning to buy a home this year or have already done so, congratulations! Home ownership is one of life’s most significant rites of passage and can be one of the best investments you’ll make. Owning a home gives you a long-term stake in your community, stability, and a new set of responsibilities. Home ownership is also a path to some great tax deductions that you’ve most likely already heard about. Here is a brief overview of some of these tax breaks. As with any tax matter, it’s always best to check with a qualified tax pro regarding your specific tax situation.

1098Home Mortgage Interest Deduction: At the end of the year, your mortgage lender will issue a 1098 form, which will disclose the amount of interest you paid for the year. This interest can be stated as an itemized deduction on Schedule A of your tax return. Box 1 of the 1098 form shows the amount of mortgage interest you paid. Kind of takes the sting out of those mortgage payments, doesn’t it? You can deduct the mortgage interest every year you own your home.

Points of Loan Origination Fees Deduction: If you pre paid fees (points) to lower the interest rate when you purchased your home, you may be eligible for a tax deduction. Points paid to the mortgage company will be shown in box 2 of the 1098 form and can be itemized on your tax return. You may also find this amount reported on the mortgage settlement statement at the end of the year. A qualified tax pro can help you in determining exactly how much you can deduct.

Property Tax Deduction: This ongoing deduction is based on the amount of property tax you paid during the tax year. You can locate the amount paid by referring to your property tax bill. In some cases, some homebuyers will have an escrow account set up through their mortgage company for the payment of property taxes and insurance. You’ll find this amount in box 4 of the 1098. Be careful: the sum disclosed is a combination of all items paid by the escrow account, (taxes, insurance, etc.) so check with a tax pro who can help you decipher exactly what is deductible.

Home Equity Interest: If you took out a home equity loan or home equity line of credit, the interest on the first $100,000 borrowed can be deducted. For example, if you took out a home equity loan for $115,000, the interest on all but $15,000 can be deductible.

Medically Necessary Home Improvements: This deduction applies to homeowners who have had to make home modifications in order to care for themselves or a loved one. These modifications can include ramps, handrails, expanded doorways and halls to accommodate a wheelchair, lowered counters in the kitchen, specialized air systems, and support bars in bathrooms.

The tax code surrounding this deduction is complicated: generally, improvements that exceed 10% of a homeowners Adjusted Gross Income could be eligible. Modifications that are not covered by insurance or other means are eligible, provided they meet the guidelines established by the IRS. This is where sitting down with a tax pro will be to your benefit as the IRS has very specific guidelines for this deduction. Be sure to have a doctor provide a written explanation for the medical necessity of any health care-based home modifications.

As with any itemized deduction, be sure to keep copies of all cancelled checks, bills, and other documentation. You will need these at the end of the year when preparing to file your return. You may also need to provide them should your tax return be selected for an audit. Keep the documentation organized in a safe place where you can easily reach them when it comes time to file your taxes.

Home ownership, especially for the first time, gives you a chance to create a permanent place within your community and neighborhood, and a chance to create lifelong memories. Home ownership is also a long-term investment with a variety of tax deductions that are available to you. Make sure you are aware of the deductions available to you, and you will get the most out of your investment.



STATED IMPROVEMENTS FROM IDEAL TAX SOLUTION

Ideal Tax Solution, LLC recognizes that complaints posted on Ripoff Report (whether true or not) are issues that need to be addressed, not ignored. If handled correctly, complaints can be valuable learning opportunities. With the feedback generated by Ripoff Report's review, Ideal Tax Solution, LLC has made organizational changes allowing its clients and employees a more streamlined approach to problem resolution and a commitment to a great client experience.

In summary, after our review, which included discussions with Ken Mason, Ripoff Report is convinced that Ideal Tax Solution, LLC is committed to quality delivery of services resulting in total client satisfaction.

Read more about why consumers should feel confident when doing business with a member of Ripoff Report's Corporate Advocacy Business Remediation & Customer Satisfaction Program. Yes, it’s a long name for a program that does a lot for both consumers and businesses alike.

Read about Ripoff Report Corporate Advocacy Business Remediation & Customer Satisfaction Program, a program that benefits the consumer, assures them of complete satisfaction and confidence when doing business with a member business. This program works.

As a matter of policy, when a business becomes a member of the Corporate Advocacy Program they agree to allow Ripoff Report to contact every client who filed a complaint so they can make things right with them. In order to confirm that the complaints were resolved, Ripoff Report is copied on all responses so we can insure that the member business did right by their customer.

NOW TO THE ORIGINAL REPORT THAT WAS FILED

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ideal tax solutions liars, ripp off scam artist california

I paid these people a thousand dollars and big surprise I got nothing in return. I tried to call was greeted with a recording that said the number was not in service so I tried to email them got a failure notification the email was no good. Ah big surprise! I was able to get in touch with them but to this date there is no resolution to my case and they have not attempted to contact me. I would suspect because they never intended to they just suck dry,

all the people that can't afford it knowing we cant afford an attorney to charge them.