Derek
Eugene,#2Author of original report
Tue, April 03, 2007
Below is my communication w/ Tax Inc through the Better business bureau. The result: they cannot issue me a refund but CAN complete my tax returns...and they would do this knowing they charged $8500. They had EVERYTHING they needed to complete my returns in the first place as you can read in my detailed response which they fail to address and continue to lie and use crafty verbiage. (I even offered to drive down there and work with my strategist in person on the returns- to which they declined and said it was not necessary.) Do NOT hire these scammers- find a local CPA and sit down with someone in person. This company now has 100 complaints against them at www.labbb.org... how is it that these scammers are still in business??? Oh, and I still haven't heard anything from the Office of Professional Responsibility...don't think I will. Initial Response - Posted 2-6-2007 The customer claims that they have not done any work on his case and made his situation worse. This is inherently untrue. Below is a list of all the work done on the customer's case: Processed the Power of Attorney; Callied IRS to let them know that we are representing the customer and to order transcripts of his account; Mailed custom questionnaires to client to fill out; Mailed tax organizers to assist client in gathering information for tax preparation; Discussed case with client on numerous occasions; Input info for tax preparation. In short, the customer failed to provide the company with filled out questionnaires or with any supporting documents. We couldn't prepare the OIC without having a financial statement. We can't issue a refund, however, we'll still complete tax returns for him if he furnishes all the necessary information. Initial Response Summary Company states customer failed to provide questionnaire or supporting docs. Company can't refund, but can still complete tax returns if he furnishes all necessary info. Consumer's Rebuttal Rebuttal - Posted 2-8-2007 Dec.28 05 I sent Tax INC. a package including-Most recent correspondence from IRS, Tax organizers for 02,03, and 04, mileage calendars, expense reports, W-2's,Tax return for 01, and a letter reminding them my personal questionnaires would be sent in AFTER returns were filed AS OUTLINED BY MY STRATEGIST!This package was sent UPS NEXT DAY AIR, recieved Dec.29 @9:17am signed by Receptionist Julia. Yes I kept the reciept.In a phone call with IRS AGENT Reta#8913362 She confirmed TWICE that the only contact on my account by Tax Inc. was a POA filed. Every phone call and communication from my current attorney is there (dates,times,and notes on phone discussion) Nothing but poa from tax scammers. Company's Final Response Final Response - Posted 3-6-2007 Company states here is a list of work done on customers case: processed the Power of Attorney, called IRS to let them know that they were representing customer and to order transcripts on his account, mailed custom questionnaires to client to fill out, mailed tax organizers to assist client in gathering information for tax preparation, discussed case with client on numerous occasions and input info for tax preparation. In short, customer failed to provide them with all the necessary information. He did furnish his tax organizers but they lacked a lot of information. They cannot issue a refund, however they will still complete tax returns for him if he furnishes all the necessary information.