- Report: #1043848
Report - Rebuttal - Arbitrate
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.
Blue Tax8236 remmet ave Internet United States of America
Blue Tax REVIEW: Blue Tax Customer Satisfaction Commitment, Blue Tax implemented strategic changes to insure clients success, focusing on finding ways to help clients search for tax solutions even in the sort of challenging market we face today. Los Angeles, Phoenix, Dallas, Washington, D.C., Massachusetts
*UPDATE: Blue Tax pledges to always resolve any issues, feel safe, confident & secure when doing business with Blue Tax recognized by Ripoff Report Verified™ as a safe business service.
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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]....
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.
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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 Todd Lewis , Brian Smith, EPIC FAIL - not only DID NOT save me money on taxes but have cost me nearly $3000 in penalties and fees for doing it WRONG InternetI hired Blue Tax back in 2010 to do my taxes - they told me they would take care of filing an extension for me, I sent them their $3000.00 retainer and waited...heard from the IRS that no extension had been filed, contacted Blue Tax and was told they HAD filed and that the IRS was lying to me. Turns out Blue Tax had failed to file the extension, at which time I filed a complaint with the Better Business Bureau. Todd Lewis contacted me and said they would refund half of my retainer if I would withdraw the complaint with the BBB and that they had let go the person who had failed to do the extension, and that he would personally see to it that my taxes were taken care of. They then filed my federal and state taxes, (without saving me enough to justify the amount of their retainer). I paid what was owed to both fed and state, only to find out when the state contacted me two years later that Blue Tax had not filed that claim properly and that I owed them significantly more than what Blue Tax claimed, plus penalties and fees in the amount of nearly $3000 more. I have been in contact with Todd Lewis and Brian Smith many times over the course of the last year, with NO SATISFACTION whatever as to their culpability for misfiling my taxes. Their answer to everything is to claim that the person/people responsible for messing up no longer work there, which does nothing to alleviate the stress their incompetence and arrogance has caused me personally. I do not recommend wasting your money entrusting your taxes to this irresponsible group.
cc: Better Business Bureau, California
This report was posted on Ripoff Report on 04/16/2013 09:02 PM and is a permanent record located here: http://www.ripoffreport.com/r/Blue-Tax/internet/Blue-Tax-Todd-Lewis-Brian-Smith-EPIC-FAIL-not-only-DID-NOT-save-me-money-on-taxes-bu-1043848. 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.
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