• Report: #914742

Complaint Review: Blue Tax | Ripoff Report Verified™ …businesses you can trust. Blue Tax assists taxpayers with liabilities over 10k, audits, taxpayer hasn’t filed a long overdue tax return. Blue Tax specializes in Estate, Gift Planning issues, parole, bookkeeping – Full service Tax solutions. Blue Tax's goal is providing clients the best quality, value, & professional tax solutions in the industry.

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  • Submitted: Thu, July 19, 2012
  • Updated: Wed, March 05, 2014

  • Reported By: incrediblyangry — Pensacola Florida United States of America
Blue Tax, Inc.
Los Angeles, California United States of America

BLUE TAX TAX REVIEW: Blue Tax clients, feel safe, confident & secure when doing business with Blue Tax. Blue Tax's goal is providing clients the best quality, value, & professional tax solutions in the industry. Commitment to Ripoff Report Corporate Advocacy Business Remediation & Customer Satisfaction Program, a program that benefits the consumer, assures them of complete satisfaction & confidence when doing business. Boston, Hartford, Stamford, Washington, D.C., Massachusetts
*UPDATE: Blue Tax recognized by Ripoff Report Verified™ as a safe business service.

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Ripoff Report Verified™ REVIEW:

EDitor’s UPDATE: Positive rating and recognition has been given to Blue Tax for its commitment to excellence in customer service.

Ripoff Report’s discussions with Blue Tax have uncovered an ongoing commitment 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 complaints or concerns. Blue Tax 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. Blue Tax recognizes that having tax issues and going through the IRS's regiment for resolution and settlement is debilitating, so they are committed to giving clients the quickest and most effective tax solution allowed by law. [continued below]....
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Blue Tax's principal, Mr. Todd Lewis, has informed us that his personal philosophy is that clients always come first. As the company's head, Mr. Lewis views complaints as they are perceived in the restaurant industry. He believes the philosophy that sees complaints as gifts is critical to any business. "So much can be learned from a complaint. Complaints point out weakness and inefficiency" says Lewis "One complaint can change a company philosophy and procedure for good. As long as the company commits to the change, complaints can almost be eliminated entirely." Mr. Lewis believes by always putting his clients first, Blue Tax will continue to be the largest and most respected Tax Solution company in the country both now and for many years to come.

Another top executive of the company told us that Blue Tax's business philosophy is based on the premise that "In an industry of uncertainty and over promising, Blue Tax strives to be the white knight. We want to look out for our client's best interests and not misleading them by promises and unrealistic hopes." . Blue Tax's mission statement says it all: "Our goal is to provide our clients the best quality, value and professional tax solutions in the industry.” One of the other things Ripoff Report learned in the course of its review is that typical customer feedback reads: “Blue Tax (and Mr. Lewis) truly communicate all aspects of a client's case in a timely and effective manner. They respond to complaints and concerns quickly. We find it astonishing and brave that Mr. Lewis is so dedicated to his clients that he offers his personal email for anyone to contact him. He does this knowing he will be bombarded with solicitations but will endure for the sake of an unhappy client. We are very pleased with the responsiveness that he and his employees show us. They are serious about meeting commitments, and deliver on all their promises.”

Blue Tax prides themselves on delivering an effective tax solution to their clients and strives to be successful in a business industry that has been in its infant stage over the past 20 years. Learning from other tax business failures, Blue Tax feels they have created an effective business model for tax solutions. “Our goal is to be the ‘white knight’ and provide better solutions to a realistic problem for our clients,” states Todd Lewis, Vice President of Blue Tax.


Blue Tax is Ripoff Report Verified
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 below is based on comments made by Todd Lewis during an on-site inspection held by a third party verification company with no biases toward Blue Tax.


Blue Tax / Who they are and their sales process

Covering a wide range of services, Blue Tax reaches out to customers through nearly every medium: radio, television, the internet, word of mouth as well as referral. They feel they can provide unique and customized service to customers who have had difficulty finding help from other companies due to their particular situation. With an in-house bookkeeping department as well as a tax prep department, Blue Tax is able to serve their customers’ needs regarding business income tax debt, sales tax debt, cigarette tax debt, and drug tax debt as well as assisting those who need estate and gift planning resolution and/or to be in compliance on a yearly basis. “Blue Tax's infrastructure is built to expedite a client’s case, as long as the client provides the required information and documentation on time,” states Mr. Lewis. A typical client can expect a 3-to-6 month duration, assuming the client is responsive in returning the requested documentation. Each client is assigned an Account Manager, who strives to be accessible to the client at any given time and serves as a liaison between the client and Blue Tax’s tax attorneys.

Blue Tax’s sales process begins with inbound calls from potential customers inquiring about their services. Blue Tax provides the potential client with all requested information and outlines the requirements for the client. Blue Tax then proceeds with an initial interview with the potential client, which takes approximately 1 to 2 hours, during which time the client is asked a range of questions regarding their income, assets and bank accounts, so Blue Tax is able to represent the client effectively. Upon being hired, Blue Tax strives to provide their client with immediate protection and representation, preparation of financial and settlement tax documents, and a stop to collection actions that may be occurring.


Blue Tax / Customer Care improvements

Since receiving complaints through Ripoff Report, Blue Tax has taken action to investigate and discuss every client complaint, looking to address the issue with the client and rectify the situation. They feel swift and thorough action at the time of the complaint is the best solution and work on dissecting the case to address it accordingly. Upon receiving the complaint, Blue Tax holds a managers’ meeting to review the complaint, the client account, and to determine whether the complaint was an isolated incident or a recurring issue. Throughout their investigation, Blue Tax works to determine the best solution, whether that involves disciplining an employee, or working with the client on reasonable expectations. Blue Tax reviews the processes and procedures that are in place at the time of the complaint to determine if improvements can be made in that area, as well. They then continue to follow up and monitor the situation, ensuring that the problem does not return.

In one particular instance, Blue Tax had a client whom they were helping with a $25,000 debt settlement with the IRS. Initially, the client felt that, for the fee he was paying, he could settle the debt with the IRS himself. “Every time a client requests a refund, I, Todd Lewis, the Vice President of Blue Tax, personally get on the phone and talk to the client,” states Mr. Lewis. In this particular situation, Mr. Lewis explained the importance of a payment plan to his client and the fact that the payment plan needed to reflect good faith with the IRS in order to waive penalties. Through his efforts to explain the situation to the client and work with the client toward the best solution, Blue Tax was able to work out a payment plan between the client and the IRS over the following five months, to the client’s full satisfaction.

The most common complaint Blue Tax receives from their customers regards document submission. Throughout the tax service process, Blue Tax is required to provide a range of documents to the IRS, and this sometimes involves resubmitting the same documents multiple times, all in an effort to settle the tax payer’s account. If the documentation is not provided to the IRS by a given due date, the process is delayed and may take longer that initially expected. Blue Tax feels often times this situation can be avoided if they work with their clients on submitting the required documentation on time, which also requires the client to turn the appropriate paperwork in to Blue Tax in a timely manner. Blue Tax strives to have a completely open communication policy with their clients, keeping them updated on the status of their account with the IRS on a regular basis.

Blue Tax employs a set of internal processes and procedures, which they feel allow them to better serve their customers. They adhere to a two-week communication rule, which states that the account manager assigned to the case follows up with the client every two weeks, to ensure that the client is informed and updated on any progress that has occurred in the case. The account manager follows a set standard procedure, which assists them in managing and collecting information on any new clients that hire Blue Tax to represent them. Additionally, Blue Tax also utilizes an internal database to track due dates, appointments, and reminders, to ensure that the case progresses in a timely and efficient manner.

Blue Tax is eager for the opportunity to work with Ripoff Report to mitigate customer complaints. They feel Ripoff Report serves as an arbitrator between the client and the business, treating the situation fairly and allowing the business to respond to complaints and remedy the situation with the customer. Blue Tax works to provide satisfactory services to their clients and Mr. Lewis takes it upon himself to reach out personally to clients to ensure their needs are being met. “We believe in the harmony of real expectations and performance and the execution of those set services,” states Mr. Lewis. In response to the complaints against them through Ripoff Report, Blue Tax has reviewed their policies and made changes as necessary. They value feedback from their clients and staff and they strive to provide their client with realistic expectations, while keeping the lines of communication open. Blue Tax employs the use of a contract when entering into business with a client, and in this contract they disclose their refund policy and other pertinent information. “We provide realistic expectations for every client and we are constantly training and educating our staff in tax codes and positive industry trends,” states Mr. Lewis.



Blue Tax / Resolution Team

Blue Tax’s resolution team has expressed that they make it their own philosophy to make sure their clients are always in the know. Blue Tax recently created a new position of Client Satisfaction Manager.

"What we recognized about our clients is, it is important to always communicate with our clients. Some more than others determining their stress levels. Often times we will be waiting on the IRS and we will call a client just to tell them we have no update. Its the uncertainty that troubles are clients. We want to make sure that even if we don't have something to report, we let our client's know our fingers are on the pulse. I have seen Blue Tax Management take personal interest in the system design and component selection for the client. With over 50 years combined experience in tax solutions and because our systems and operations are mimicked so often, we know we are at the forefront of the industry. It always gives me great pleasure to go back to the client a year after we settled out the case and hear them say they never though they would get through it but are so glad they did.” ~ Client Satisfaction Manager

Blue Tax takes employee satisfaction seriously as well. Employee feedback and surveys reveal comments such as this: "Blue Tax provides a very positive environment to work. Opportunities for suggestions and improvements are encouraged. Blue Tax Management is truly concerned about our contribution to the company and providing growth opportunities for us. They take the time to listen and communicate with employees and clients." Ripoff Report was pleased to learn that Blue Tax past and current approach to business is focused on its pledge to total commitment towards client and employee satisfaction.

Blue Tax / Stated Improvements and Testimonial

Blue Tax 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, Blue Tax has made organizational changes allowing its clients and employees a more streamlined approach to problem resolution and a commitment to a great client experience. Nothing can be more of a sign of this commitment when a client gives a testimonial like the one below.


LOS ANGELES, CA, August 3, 2012 /24-7PressRelease/ -- John (Walnut Creek, CA) came to Blue Tax for failure to comply with outstanding IRS taxes owed. He owed taxes for 2007-2008 and had also filed bankruptcy for those years. Once the bankruptcy was discharged, the IRS started collections against John again. Blue Tax’s challenge was to ensure that John did not get collected on and to establish a resolution.

John’s case was complicated. After completing the financials for him, it was then determined that he was good applicant for Currently Non-Collectible status (CNC). What made this case complicated was that he had a lot of medical expenses that needed to be substantiated. The IRS did not allow very many of John’s expenses. Blue Tax was able to explain to the IRS that John was in a hardship position due to his many medical conditions requiring him to pay outrageous expenses just to survive. After substantiating his medical conditions, the IRS accepted Blue Tax’s application for John’s CNC status.

At the end, the experts at Blue Tax satisfied all of the client’s needs while going above and beyond to secure a favorable outcome for him. John was so extremely grateful to Blue Tax, that he submitted this trust link on TrustLink.org:

“I wanted to express my appreciation for Sean and Jimmy at Blue Tax. They did a great job for me with the IRS, and helped to solve a fairly serious problem. Good communication, very conscientious, just first rate service. Thanks, guys.”

For more information about Blue Tax and its ability to help taxpayers resolve their tax problems, please visit www.BlueTax.com or call (888) 491-4044 for a free confidential consultation.

In summary, after our review, which included discussions with Blue Tax, Ripoff Report is convinced that Blue Tax 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

-------------------------------

Blue Tax, Inc. Unreliable, gives false information, does not finish the job they promised to do Los Angeles, California

Blue Tax took my case more than 2 years ago in 2009. I lost count of how many different "account managers' were assigned to my case over this period and each one told me something different or they had to check with someone "higher" up to get my questions and concerns answered. Each time, I was told something completely different. Today, July 19, 2012 I FINALLY got a phone call from someone in the compliance department stating that they were now ready to take my case to the IRS to determine a final resolution to my tax issues, i.e. payment schedule, offer in compromise (OIC) or currently not collectible (CNC) but NOT unitl I sent them more money. When I hired this company in 2009, I was charged a fee for ALL of my tax issues to be resolved which included past tax returns all the way to the final conclusion. I was NEVER told nor did I sign any agreement stating I would be asked to pay additional fees once my case went to compliance. Blue Tax has refused to finalize my tax issues with the IRS because they undercharged me in the first place... which was not my responsibility. It was theirs and now they are not finishing the job they promised to do. I am filing complaints with the BBB and having them investigated for fraud.

People, you can deal directly with the IRS yourselves free of charge. They will work with you as long as you are not evading them. You can set up your own payment arrangemnts, file your own OIC or CNC without paying anyone a dime to do it. If you have questions on how to do this or where to get the forms, call your local IRS office and they will help you. You can download the forms and the instructions online at www.irs.gov .

As long as you file your taxes, you will not go to jail. As long as you stay in contact with them, they will not harass you, freeze your bank accounts, garnish your wages or take your property BUT you must contact the IRS and cooperate. I had a huge tax problem and was afraid to go directly to the IRS myself. All Blue Tax did for me was file my past tax returns... nothing else... and I could have done that much by myself without their help. I was also paying them to resolve the issue of my tax liability on my behalf which they have now refused to do. If I had gone to the IRS myself in the first place, I wouldn't have wasted the last 2 1/2 years as well as the fee I paid.

I have referred friends and business associates to this company, as well, and not only was I told the account managers are rude and abrupt, they were not helpful and actually told one person "stop wasting my time" and hung up the phone. Don't let the IRS scare you like they did me... if you cooperate with them, they WILL work with you.

This report was posted on Ripoff Report on 07/19/2012 09:50 PM and is a permanent record located here: http://www.ripoffreport.com/r/Blue-Tax-Inc/Los-Angeles-California-/Blue-Tax-Inc-Unreliable-gives-false-information-does-not-finish-the-job-they-promised-914742. The posting time indicated is Arizona local time. Arizona does not observe daylight savings so the post time may be Mountain or Pacific depending on the time of year.

Ripoff Report has an exclusive license to this report. It may not be copied without the written permission of Ripoff Report.

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REBUTTALS & REPLIES:
1Author 3Consumer 0Employee/Owner
Updates & Rebuttals

#1 General Comment

"bluetax", "blue tax", "fire financial", "firefinancial"

AUTHOR: urbas fraud - ()

Blue tax's owner, David "justin" urbas has personally had liens filed on him by the state and IRS back in 04, AND he was ordered to pay a 1.3million restitution judgement in 06.

HIs company, blue tax/blue tax consulting corp has CA EDD employment tax liens for all quarters of 2012/2013. Can't even pay his own taxes, probably shouldn't handle other peoples tax problems

he is starting to operate the company under his wife's name, as well: corporationwiki.com/California/Los-Angeles/angelica-urbas/107770662.aspx

all information in this email is from public records search: losangeles.netronline.com/la-index.php search for justin urbas and blue tax and select option "search by grantor"


20120419669 2012-03-16 TAX LIEN BLUE TAX INC CALIFORNIA STATE EMPLOYMENT
20120572352 2012-04-17 TAX LIEN BLUE TAX INC CALIFORNIA STATE EMPLOYMENT
20130469466 2013-03-28 TAX LIEN BLUE TAX INC CALIFORNIA STATE EMPLOYMENT
20131043942 2013-07-16 TAX LIEN BLUE TAX INC CALIFORNIA STATE EMPLOYMENT
20131350079 2013-09-17 TAX LIEN BLUE TAX INC CALIFORNIA STATE EMPLOYMENT
20131542700 2013-10-29 TAX LIEN BLUE TAX CONSULTING CORPORATION CALIFORNIA STATE EMPLOYMENT
20043319433 2004-12-22 TAX LIEN URBAS DAVID J UNITED STATES INTERNAL REVENUE
20041878562 2004-07-22 TAX LIEN URBAS DAVID J CALIFORNIA STATE FRANCHISE TAX

Number Date Type Grantors Grantees
20040084704 2004-01-13 TAX LIEN URBAS DAVID J CALIFORNIA STATE FRANCHISE TAX
19980201619 1998-02-05 TAX LIEN URBAS DAVID CALIFORNIA STATE EMPLOYMENT


UPDATE:

Don't fall prey to the new company brought to you by the wonderful Todd Lewis and Justin Urbas [Of the quickly declining Blue Tax scam]

You'll notice the similar childish animated poorly designed website FireFinancial.com that immediately reminds you of bluetax.com

They're not even trying to hide the relation, if you look at public WHOIS records of firefinancial, it's registered to Blue Tax VP Todd Lewis, and blue tax mailing address:

Registry Registrant ID:

Registrant Name: Todd Lewis

Registrant Organization:

Registrant Street: 8236 Remmet Ave.

Registrant City: Canoga Park

Registrant State/Province: California

Registrant Postal Code: 91304

Registrant Country: United States

Registrant Phone: 3103392867

In case you didn't know, Todd Lewis is the malicious, degrading, demeaning vp of Blue Tax that will tell you that you are going to hell, or must prey on little animals.

He'll promise you the world on the phone, or if he does agree to a refund check, it will bounce, because Blue Tax doesn't have any new money. That's why their starting "Fire Financial" out of the same office. You'll see the domain is only 2 months old, so any claims of 'prior customers' or 'prior performance' are complete FRAUD.

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#2 Consumer Suggestion

They wasted my money too

AUTHOR: Rigo - (United States of America)

Bluetax is a fake law firm that just makes fake promises about your case. I hired them in 2009 to resolve some past due tax liabilities and they completely forgot about my case for almost a year and they did nothing. I got a garnishment then I had to call a different company to fix it. The key on these places is most of them are owned by people that are not even licensed, so they do not really care if your case goes good or bad since really they have no liability.

The second firm I called about my case charged me about 40% less than bluetax and my garnishment was lifted within a week. I highly reccomend calling them before signing with blue tax, as you will only save money. the company name is (((competitor's name redacted))) and their number is (((redacted))). Their website is (((redacted))) I really wish I would known about them before I hired bluetax. I would have saved a lot of money and time.
 
sorry, allowing you to give a competitors name would instigate others to just file against their competition, to only come back later to suggest their company, ..plus, if you post a competitors name more than likely they will show up on search engines as a Rip-off! - - your comments on this policy are welcome. CLICK here to see why Rip-off Report, as a matter of policy, deleted either a phone number, link or e-mail address from this Report. In this case we removed an alleged competitors name
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#3 Consumer Comment

I BETCHA BLUE TAX INC FAIL AS USUAL

AUTHOR: pursuit of truth against Blue Tax - (United States of America)

I BETCHA that your Tax problems are not resolved by Blue Tax, Inc. I betcha they contacted you about this negative report that you wrote. conning you into making an update. All the while they are just stalling you and stealing your money, and making sure you are still content stalling the time when you come to realization of what is happening. Call the IRS find out if they did what they said that they were going to do.
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#4 Author of original report

Possible Resolution..?

AUTHOR: incrediblyangry - (United States of America)

Update:  I received a phone call today from my account manager at Blue Tax.  After speaking with the attorneys about the horrendous phone conversation with the compliance department last night, they have decided to resolve my tax liability issues afterall.  According to the account manager, they have already been in contact with the IRS and the liability has been resolved up thru 2010.  They will be rolling 2011 into the agreement and I will hear from him once that's been completed.  I will post another update once I have received notification from the IRS that this has actually been done.  Apparently, Blue Tax has decided to honor their agreement with me, regardless of the fact that they, by their own admission, undercharged me for their services.  If this turns out to be the case, I will be very happy with the outcome.
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