• Report: #295619

Complaint Review: Power Tax Relief

  • Submitted: Sun, December 30, 2007
  • Updated: Mon, January 07, 2008

  • Reported By:Glen Carbon Illinois
Power Tax Relief
4929 Wilshire Blvd, Ste 688 Los Angeles, California U.S.A.

Power Tax Relief yet another RIP OFF From Power Tax Relief, Kay Tse and Lisa Wong - Lies, Theft and Fraud! Los Angeles California

*Author of original report: EDIT to my last post(s)

*Author of original report: WOW....

*Author of original report: More Lies Kay.......

*UPDATE Employee: TO PAT...

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Pretty much the same as the other RIP OFF reports filed here about Power Tax. They got me for $25,000! I knew something was wrong almost immediately, but I couldn't get anything back out of it, so I was forced to ride their little scam.

I called them ( Power Tax ) back in Dec-06 after receiving several threatening letters from the IRS stating they were going to levy my bank accounts, assets, etc. I owe the IRS a significant amount of money that wasn't that much to begin with, but s****. />
I sent the proverbial mountain of paperwork, they didn't get this page or that page, but the rest came through fine. (all within the same fax transmission)

They promised they would and could stop all actions against me, and not even 30 days after retaining the scammers, the IRS did levy my account to the tune of $12,000, give or take. I called them immediately after being notified of the levy, they said they'd take care of it, they didn't. The first of MANY MANY LIES!

After numerous calls/emails to find out the status of my case, they gave this or that excuse and things were being worked on. After a couple of months, asked again, same response. Kay Tse had talked to my wife a couple of times during this time about this or that and the one day she had my wife in tears from yelling and talking to her like an idiot with absolutely no regard from anyone.

After several months of getting absolutely no where with them or the IRS and my bank accounts being levied for the 2nd time in a few short months, I requested a conference call with the revenue officer and Kay Tse/Power Tax Relief, she said sure. never heard back for a few weeks. So I called them on one Friday out of the blue and asked about the conference call again, "sure, let's try it now" Kay Tse said. I wasn't prepared for it as I was at my Dad's house and just called out of the blue, so we got on the phone with the revenue officer and I was asked for various info, which I didn't have with me and the revenue officer asked me if I was aware of the call, I said no, Kay began stating she had told me/my wife about and I said no, you didn't. And she sat there and lied to me and the revenue officer and made me look like a complete fool, certainly not helping the case at all. I was given 30 days for some various info to be submitted to the revenue officer, one of the docs requested was a list of assets that needed to be prepared and submitted within 30 days. Kay had said she would prepare this for us and send it over for us to complete. Several pages ofr things that needed to be filled out, not just a page that can be completed in a few minutes or a few hours for that matter, but days of work.

A week went by, we still hadn't received the info from Kay Tse, I called and emailed over a dozen times, I have read receipts from emails, full headers, etc and finally just before the due date, I get this doc from Kay. I immediately replied to her asking for some assistance with it, I wasn't sure if they needed personal or business assets, again my calls/emails go unanswered, I finally left a message for her and stated that Power Tax hasn't done a thing for us and the $25,000 we paid them.

I talked to someone who stated they were in charge, he started getting a little pissy with me and accused/stated I had called them out in front of a revenue officer, and I told him how it was and what had actually happened and why, and also stated that their "star" Kay Tse had my wife in tears from yelling, and treating her like crap and the other issues that Kay Tse has put us through with the lies, and the zero communication we've had with Power Tax in general.

We received a letter from the IRS a month or so later stating that Power Tax Relief had pulled their Power of Attorney and they were no longer representing us in the matter. I immediately called Kay Tse, one of maybe 3 of 4 times where I got through to her on the first attempt, amazing aye? Anyway, i asked her what that was all about, she says that we're not cooperating or doing what she tells us to do, I said that yes we were and here's the proof.

The only thing we didn't do that we were supposed to was submit the docs they prepared and didn't send us until the day or day before the package was due, and this was directly due to her negligence. I asked for a refund, she said no, they weren't refunding anything to us. I even gave them the benefit of the doubt and asked for $20,000 and the answer was no.

So here we are today, over a year later and I've gotten farther with the IRS in 60 days than they could in 9 months or so.

These people are a SCAM in the truest sense of the word, they will lie, cheat and steal your money and not do a d**n thing for you. Waste your time, beat you down and wear you out mentally.

I will be putting up a few websites about the real Power Tax Relief and I invite any of you that have been scammed by these crooks to post accordingly.

(((ROR removed for security purposes)))

I will also be filing a report with the BBB, along with the others and a fraud report with the Attorney General of the State of California. I would have done this months ago, but I just haven't had the time, but I've got some time now... :)

Thanks for reading!

http://www.ripoffreport.com/searchresults.asp?q5=power%20tax&q1=ALL&q4=&q6=&q3=&q2=&q7=&searchtype=0&submit2=Search%21&Search=Search

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 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.

PS
Glen Carbon, Illinois
U.S.A.

This report was posted on Ripoff Report on 12/30/2007 08:06 AM and is a permanent record located here: http://www.ripoffreport.com/r/Power-Tax-Relief/Los-Angeles-California-90010/Power-Tax-Relief-yet-another-RIP-OFF-From-Power-Tax-Relief-Kay-Tse-and-Lisa-Wong-Lies-295619. 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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#1 Author of original report

EDIT to my last post(s)

AUTHOR: Pat S - (U.S.A.)

Sorry, one of those last few lines should have read...

"I can cut my losses and move on" and not, I "can't" cut.....

Also, after some additional investigating, I see that you guys have been in business for a tad over 2 years and you've had 24 complaints and counting (as I haven't filed one yet) against you at the California Better Business Bureau and at least 6 here on Rip Off Report.... All in a short 2-2.5 year period? But you're doing a fine job and helping desperate people in need!!! ROTFLMFAO!!! Sad but true.

I think it's pretty obvious here what you people do and stand for... Make all of the excuses, point the finger, play the blame game, do whatever you like, but your reputation speaks for itself.

Best!
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#2 Author of original report

WOW....

AUTHOR: Pat S - (U.S.A.)

I just read through your entire post and the things you list are basically lies. Or twisted, dates manipulated, etc to fit an agenda.

First, my wife has handled all of the accounting/tax aspects of our business from day one, so sure when there's something I don't know about, she would have to address it, so for the blame game? Sure I have to consult with her on most things, but even from day one, you had both of our cell phones and were told that's the only real way to get a hold of us. And you knew/know all of this!

As for the motorcycle, yes it was sold, YOU were sent the docs, bill of sale, lien release as well as the RO, a week after it was sold. Sure we needed more time to sell it as it was Jan/Feb. Not many bike sales during those months in the midwest.

For the asset appraisal, that is a lie, they wanted a "list" of assets and that YOU would prepare the doc, you sent an email a week after our conference call with a "laundry" list, of course without the main document that would take weeks to prepare. After you sent this, I tried to get a hold of you at least a dozen times via email and phone with ZERO response with questions concerning the doc for the assets, I then received this critical doc the day of/before our package was due, why we had to ask for yet another extension, BECAUSE YOU DIDN'T SEND IT! And once I got it, I immediately asked you for some assistance with the doc and if this was for business or personal assets, and you have still NOT replied to that, as I type, again after numerous emails and messages left via telephone. So gee, I wonder why we weren't able to make their deadline?

The conference call.

I blamed you for not telling me about the conference call, nothing else, and you said you told me, then you stepped all over yourself and blamed my wife, because of course she wasn't there to defend herself. And here's a bit of info for you Kay, I get all of her emails as she does mine, you never once communicated to us about a conference call, not by email or telephone. I have every record of every conversation or attempt via 3 different phones, and of course emails. So you're lying, period, frank and to the point, you are in fact a liar. I knew there was something wrong with Power Tax back in April, a few short months after we retained you, why else would I have those domains registered? And that of course is documented as well. Do you think I would blame you folks and go through the trouble and expense of that if it were something we did or failed to do? Let's be reasonable here. I'm sure people can see through this, and putting this with the many many other complaints?

As for the mountain of paperwork, we've never sent a 100 page fax to anyone for any reason, don't be silly!

We met all of your deadlines, up until July 30th or so when you FAILED to send us the required docs in a timely manner, knowing this particular doc would take a long time to prepare. Anytime we've ever tried to get a hold of you, it has always taken numerous attempts, whether it be phone or email, it's been like this from day one.

As for yelling and being abusive to my wife and beating her down so much she was in tears, that was ALL YOU KAY and that will not be forgiven, there's no excuse for this from anyone to anyone, especially you at your position. And blaming it on me for telling the IRS is was her fault? Are you kidding me? As you know and most likely anyone reading this that has been through an issue with the IRS, THE IRS WON'T TALK TO YOU IF YOU HAVE LEGAL REPRESENTATION! So tell me how I can blame her to the IRS? yet another lie Kay.

We weren't levied 6 months after we retained you, it was no more than 2 and you guys did nothing except file a power of attorney on our behalf prior to the levy date.

From your post Kay:

"First of all Pat, you were on the phone with me and the RO when those items were requested. I received one email from you from the time we had the conference call to the time the Lien Discharge was due. The RO asked you if you understood what was required during that call and you said yes. I even sent you an email as a courtesy to detail what was discussed and what was needed, along with deadlines. You knew an appraisal was required on all your assets. For you to come back at me and tell me I didn't do my job by babysitting and looking over your shoulder every minute is unreasonable and absolutely offensive to me and every other existing tax professional .

But didn't you state you would prepare the required document? yes, you did and I believe admitted so previously in your post, but the problem with that critical deadline, you didn't send it to us until the day before or even the actual day it was due! So tell me how are we to prepare a doc that we don't even have in our possession? And the amount of data needed for that doc that you knew would take quite some time to prepare. That's exactly why I asked you about the doc numerous times after the conf call, with no response. It took me calling and talking to your boss about it, he was supposed to investigate the issue and get back with me, and never did, ironic aye?

The only thing we didn't do that we were supposed to was submit the docs you prepared and didn't send us until the day or day before the package was due, and this was directly due to her negligence. I asked for a refund, she said no, they weren't refunding anything to us.

And more from your post:

As I previously covered, not only did you fail to comply with the Lien Discharge requirements, you never met any of the other deadlines timely. One incident is not enough to affect our representation on your behalf. However, you have NEVER met any of the RO's requirements, or our requirements, in a timely manner. NOT ONCE. Go back through your records and review!"

That's a lie Kay, and you know it. I will put everything I have in this matter on the sites I will gladly build for you, I will even be nice and send you a link and give you an opportunity to post a rebuttal there as well. But I can assure you of one thing, the sites I build will show up on the first page at Google and other search engines.

This can all go away if you simply refund the majority of the money you've taken from us, that's all I asked in the first place. I can't cut my losses and move on.

If I were you or Power Tax, I think I would start tending to business and stop promising things you know you can't deliver. Ripping people off for hard earned money at a time of desperation is unethical at the very least. If you don't, I'm sure there will be a lot more than the current reports here and the BBB. You know there's over 20 reports about Power Tax filed with the BBB, and that's just in 2007? I guess they too, were wrong or I'm sure you can blame them as well, or maybe Joe's wife.

Best of luck folks!
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#3 Author of original report

More Lies Kay.......

AUTHOR: Pat S - (U.S.A.)

Kay, I believe you've spent more time posting this garbage, making up dates, figures and and lies than you did on our entire case.

I wish I could reply inline with your drivel, but unfortunately it won't allow it.

Either way, we've never dealt directly with any RO until you FRAUDULENTLY pulled your power of attorney. You have absolutely ZERO ETHICS.

We've went over all of the communications that you, "Power Tax" have had with the IRS on our behalf, and I don't believe there's even 6 times you've talked with them, this is documented with the RO. You've got some HUGE gazoobas making all this crap up and twisting things in your favor, facts are facts, you ripped us off for at least $20,000, I can't imagine your schemes and tactics can command more than $45.00 an hour... I don't care if you got your degrees from some online cereal box. It still doesn't warrant the gouging you've done here and from the looks of it, to a lot more desperate victims out there. Just think about all of those other people you ripped off that don't get on the internet. It will be my personal project to make sure everyone I can possibly reach knows about Power Tax and their business practices.

You, Power Tax committed fraud, theft of services, and probably a lot more, and it won't be taken sitting down, not for $25,000.

You guys did absolutely nothing to help us, NOTHING. I knew something was wrong in April when I registered those domains on YOUR behalf and all the consumers out there that may use your services. I will make it a high priority to get these sites up ASAP. I will buy Google Ad words if I have to, but I will make sure my sites come up in reference to Power Tax before yours and people will know exactly who you are and what they can expect from your business and practices.

Good Luck folks!

Again Kay, I'll see you soon, as I'm not even close to being done with this. We're in the process of working with another attorney for the sole reason of fighting you and filing appropriate documents with the BBB of Ca and the California Bar Association...

Oh and we're "very" close with a settlement/payment plan with the RO and our account is closed on the corporate side, completely caught up, and paid in full. And we did this by ourselves, certainly no help from you.
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#4 UPDATE Employee

TO PAT...

AUTHOR: Power Tax - (U.S.A.)

Dear Pat,

No matter how hard you try, no matter how many false comments you make, you have to know that you cannot undo history and truth.

You have a personal vendetta against us because we were right in our actions and now you want to place blame (like usual). That's fine. But I can't let you go on your rampage, making these accusations without the proper facts. Once everyone reads your case details, they will be able to arrive at their own conclusions regarding the validity of your claims.

This is being submitted to you in response to your Ripoff Report. I hope that this helps to clarify the situation. I welcome you to respond to the facts I am presenting about your case. Like I said previously in response to other reports (and I am speaking on behalf of all the employees here at Power Tax), we pride ourselves on our level of knowledge, service and professionalism. Unlike other firms, we go the extra mile by educating our clients to prevent future problems. It is not unreasonable for us to expect a certain level of logic, reason and cooperation from our clients in order to resolve their case. You are no exception.

Case Notes History

You initially retained us in October 30, 2006, not in 12-06 as mentioned in your complaint. You indicated to us that a Revenue Officer had been assigned to your case and we did not hesitate for one moment to begin working on the case. We immediately contacted your Revenue Officer by phone on October 31, 2006 and left a message informing her that you had retained our firm. We also sent out financial questionnaires for you to complete. We called and left another message for her when we didn't hear back from her. The RO returned our call the next day and we had a lengthy phone discussion regarding your case.

The RO informed us that she had dealt directly with you (your wife) in the past, unsuccessfully. Our office reviewed the financial statement that she prepared with you during her visit in great detail. She stated that during her visit, she asked you to sell your motorcycle. We were not comfortable with the current financial statement in her possession and asked her to allow us a short extension of time for us to complete another financial statement. She granted a deadline of November 10, 2006 to provide her with another completed financial statement. At the end of the conversation, she informed our office that if you did not cooperate, she would go before a judge and seek authorization to seize your business assets. We asked that she refrain from such collection activity until we have had an opportunity to resolve the case. She granted a stay on collection activity until November 10, 2006.

You stated in your report,

I owe the IRS a significant amount of money that wasn't that much to begin with, but s****. />
When we contacted the practitioner line to verify the amount of taxes you owed, we were given the following totals:

Business: $28,113
Personal: $271,286
Total: $299,399

These totals do not reflect missing returns that remain unfiled as of that date. (Whether or not this is a significant amount of money remains in the eye of the beholder.)

We immediately contacted you and informed you what needed to be done and by when. You told us to talk to your wife, Jenny, regarding this matter, and also requested us to email the financial questionnaires to her directly, which was completed immediately and confirmed.

On November 10, 2006, the day of the deadline, we attempted to contact you by phone and were unsuccessful. We left you a message reminding you that we needed to provide the financial statement to the RO today and asked you to call us back immediately.

We did not hear from you until November 13, 2006. You informed us that you would Fedex the documents to us within 48 hours. In the meantime, we contacted the RO to request another short extension to get her the information. This was the beginning of a long history of missed deadlines due to your lack of responsibility and cooperation.

We continued contacting the RO various times throughout November 13 through November 15, 2006. We made contact with her on November 15, 2006 and requested a short extension and apologized for the delay. She granted a hold and extension until November 27, 2006. During this conversation, she also noted that you owned several expensive guitars of which she wanted you to collateralize. She also stated that you had several other representatives who left due to problems of obtaining information and cooperation from you. She was, at this point, tired of dragging the case and was ready to file a Writ of Seizure with the District Court if we were not able to setup an agreement by November 27, 2006.

On November 15, 2006, we received your financial questionnaires into our office. We prepared your business and personal financial statements and emailed them to Jenny for review, as you requested because she was the manager. We then called Jenny and left a message for her to inform her that we sent her an email, reminded her of the deadline of 11/27/06, and asked her to call us if she had any questions regarding the contents of the email.

On November 27, we received correspondence from Jenny asking to make changes to the financial statements. On November 28, 2006, we finalized the statement and emailed it again to Jenny, along with a request for additional information. That same day, we contacted the RO and left her a message, again, apologizing for the delay, and informed her that we would send her the financial statement via fax later that day, which we did. We called the RO to let her know the fax was sent and emailed Jenny to update her on what was done and also advised her on sending good faith payments to the RO to avoid the threat of enforced collection actions.

On November 30, 2006, we spoke to the RO about the information sent to her. She informed us that you were not in compliance. (In general, compliance is an indicator to the IRS that you are taking steps to ensure that you will NOT owe any additional taxes in the present or future while back tax issues are being resolved.) She stated that you did not make any estimated tax payments towards your personal taxes, you did not make any federal tax deposits towards your business employment taxes, you did not file your 2005 income tax returns (business and personal), and you did not file several quarters of employment tax returns. She allowed us some time to get you into compliance, and we agreed to touch base with her on December 14, 2006. We immediately sent an email to Jenny to let her know what returns we needed and reiterated the deadline.

On December 11, 2006, we sent another email to Jenny reminding her of the deadline.

On December 14, 2006, we kept our agreement with the RO and discussed the case in greater detail. The RO scrutinized some items on the financial statements, citing that the personal assets such as the guitars were previously audited and that they were worth much more than what you had disclosed. The RO also stated that she wanted you to produce a current 941, along with payment in full, no later than January 15, 2007 to be in compliance, among other things. She provided us with 6 additional items to complete, along with a reiteration regarding the sale of your motorcycle.

The RO further stated that she just received some of the missing employment tax returns, which increased the business employment tax liability from about $28,000 to $45,000, thereby bringing the total tax bill from $299,399 to $316,286. She expressed her concern that you were continuing to accrue additional tax liabilities and that you were not doing anything to address the problem. Immediately after we hung up the phone, we sent your wife an email detailing the laundry list of items that the RO requested, along with the appropriate deadlines.

On December 27, 2006, we received a written confirmation from the RO as a follow up to the phone conversation we had with her on 12/14/06.

On January 5, 2007, we emailed Jenny, who asked us to contact the attorney who helped you setup the corporation. We advised Jenny that we couldn't as we were a third party, and reminded her of one of the deadlines coming up (the RO wanted the 2005 1040 filed with her by January 8, 2007).

Of course, we did not receive the information timely. We received the information on January 17, 2007. We scrambled to review the information we received, which was incomplete. Since the deadline had passed, we rushed the package to the RO and emailed Jenny to let her know that the information was complete and that she needed to provide us with a status on the missing documentation.

We called the RO several times to check on the status of her review (1/30, 1/31, 2/7, and 2/23). We didn't hear back from her until February 28, 2007. She expressed that she was extremely upset that you had failed to provide her with all the information she was seeking. She had been asking for bank statements and never got them, so she had to send a summons to the bank for that information. Due to your lack of cooperation in that respect, she was under the impression that you were hiding funds. She could not make an accurate determination of your current financial situation to resolve the account through a payment plan due to the fact that you were providing her only with bits and pieces.

According to her research, she located several bank accounts which did not reflect your correct business entities. She informed us that funds were being transferred back and forth between those accounts, and questioned why you had bank accounts open for an entity you claimed you were no longer operating. In addition, she stated that the EIN you listed as the corporation's on the bank accounts actually belonged to your sole-proprietorship. Everything was a mess and it was becoming quite clear that your intentions were far from honest. She was not happy that after several months, you still failed to meet her demands and deadlines. She worked this case for two years and everything today stands as it was then, except now your total tax bill rose from $316,286 to $420,676. She would not grant any more holds and is moving forward with collection actions and mentioned that if you could not pay your taxes you should not be allowed to remain in business.

We called you and were upfront with you. We tried to be nice, but it was obviously not getting anyone anywhere. We told you, quite honestly, that the RO wanted to shut you down. In response, you told us, call Jenny, which we did. She didn't answer, but we left her a message. When she called back, we were very clear with her: start making good faith payments and continue making good faith payments of $5,000 until a formal agreement has been setup with the IRS.

After Jenny faxed us as copy of a $5,000 check to the IRS, it restored our hope that maybe there was something salvageable about this case after all.

Throughout the month of March, 2007, we continued to call the RO, leaving her messages requesting a call back and to confirm receipt of the good faith payment.

On March 28, 2007, the RO left a message stating that she did not receive any voluntary payments from you.

After a history of playing the blame game with you, we decided that enough was enough. We warned you several times what the consequences would be if you failed to bring yourselves into compliance, and now that it has come to fruition, it was convenient for you to blame everyone (us, your wife, the IRS) else except for yourself.

To avoid any misunderstanding or miscommunication of what was expected from this point forward from both you and your wife, we held a phone conference with the both of you and myself. At this point, I summarized the case and made it known to the both of you where this road would eventually take you. I asked why good faith payments were not being sent. Jenny stated that she had made a lot of payments to the IRS and even sent us copies. However, when I asked her to provide me with proof, all I got was silence. In a last ditch effort to make things work, it was agreed that we would respond to the Final Notice on your behalf in hopes that things would move toward resolution.

On May 30, 2007, Jenny called and stated that another RO had come by along with the current RO and dropped off a new 9297 Summary of Taxpayer Contact. We told Jenny to begin working on gathering the information requested on that form while we contacted the new RO. We spoke to the new RO and discovered that she was assigned to handle the business employment tax liabilities while the current RO was only handling the individual income tax liabilities.

On June 6, 2007, I called you to discuss the items listed on the 9297. You sounded irritated and and pushed me off to your wife. I called Jenny at all the available numbers, unsuccessfully. I finally left her a message on her cell phone asking her to call me back so we can get the ball rolling again. I continued to call your current RO for information regarding her intentions on this case.

On June 14, 2007, I heard back from the RO. She repeated what she had been repeating months ago. You have not made any good faith or estimated tax payments and have not filed any of the missing employment tax returns she requested months ago. She mentioned that she wanted me to seek the current status of the motorcycle she told you to sell on numerous occasions. She also informed me that she obtained information that you had moved your business to another state and illegally transferred your business assets, which were covered by an IRS lien, to a new corporation. she wanted to know how the sale of the motorcycle was going. She initiated an investigation with the Ozark IRS Offices to begin seizures of those assets.

As soon as I got off of the phone with her, I called the both of you and informed you about the RO's perspective and current position. I told you that I convinced the RO to give us another chance if you can manage to catch up on your estimated tax payments ($22-$30,000 to date). You immediately went off on me, demanding a conference call with the RO the very next day. I agreed to set it up as immediately as possible, but informed you that you were in no position to make any demands with the IRS. You said that you wanted the conference call immediately and I told you that I would contact you as soon as I got confirmation with the RO.

You got extremely upset when I told you about your tax liabilities. You said that the 1040 figures were bull*&*&. I asked why you never bothered disputing or amending the returns. You quickly changed the subject, asking for a settlement. I told you I would be more than happy to file one, but the sad reality is that if you're not in compliance, your settlement would be returned without being reviewed. In the end, you needed to come up with the money to get current on your estimated tax payments. This would determine whether or not we would be able to stay in the good graces of the RO.

When I asked you whether you ever sold your motorcycle, you said that you did and that you only received $9,000 from the sale so you didn't bother giving it to the RO since you felt that it would not make a difference towards your current tax liability with the IRS. I didn't know what to say. I just called the RO and left her a message letting her know that you requested a conference call.

When I confronted you about whether or not what the RO said about your business operations were true, you said to me that it was a bunch of lies and that she misunderstood; that you simply hired an employee who lived out of state but that your business was still headquartered in Illinois. You demanded to know where the RO and I got that information, and I told you that it was Jenny, your wife, who volunteered that information to the RO during one of her field visits. You immediately brushed it off by telling me that Jenny didn't know what she was talking about.

As a follow up to our conversation, I prepared and sent you a letter letting you know that if you failed to get into compliance, we would be dropping our representation.

On June 28, 2007, the RO, you, and I had a conference call. You immediately started blaming me in front of the RO, telling her that I never informed you or educated you about what your responsibilities were and that you were in this situation simply because you did not know and that previous CPAs never informed you about taxes. The RO responded by saying that once you started your business you assumed the responsibility of learning the filing and payment requirements, and that it was not a valid excuse. Silently, it was precisely at this moment that I knew your character and realized in full color exactly what I was dealing with.

You told the RO you were trying to sell your business for $1-$1.5 million and you promised that the proceeds would go directly to the IRS to pay off your tax liabilities.

The RO informed you that your corporation illegally obtained its business assets because there was an existing lien on those assets and she would not discharge the lien. She also stated that you illegally kept the proceeds from the sale of the motorcycle, which was also covered by an IRS lien. During this conference, you asked for 30-90 days to sell your business. The RO stated that in order for her to even begin consideration of that request you would have to provide her with another laundry list of items by various dates. She asked you whether you understood her demands and you told her yes.

On one of the items, I was to prepare a Lien Discharge package but you were responsible for obtaining a current appraisal on the existing assets. Of course, when I asked you for the appraisal on the last day, you said that you didn't know you had to get an appraisal and lashed at me for waiting until the last minute. Tired of fighting, I just sent you whatever I completed with the little information I had on hand. I called the RO and let her know that the package would be coming, although late.

On September 7, 2007, the RO called in and stated that it had been over a month and that she never received the Lien Discharge package. She was getting ready to file suit against you and wanted to know if we were going to continue our representation on your behalf. I told her I would have to review the matter with upper management and get back with her. After meeting with upper management, it was decided that we would drop you as a client.

We extended many courtesies to you because we wanted to see your case resolved. As representatives, we can only work with what you give us. You had many opportunities to get into compliance. You continually failed to meet deadlines, continually failed to provide complete information and attempted to destroy our credibility with the IRS. There was no need for it, but you thought that by doing so it would absolve you from total liability.

On September 25, 2007, when you asked me why we revoked our representation, I went over the reasons why. I explained to you that the IRS continued to question you and your intentions. I always felt you were not honest with us, and I arrived at that conclusion during the conversation I had with the RO. When I brought up items that the IRS discovered about you in their research, you could not provide me with any valid explanations. You got upset with me after I asked you about them. It was apparent that you had no desire to discuss it further so I quit asking.

Rebuttals

But let's get started on the items outlined in your complaint. You said that I sent the proverbial mountain of paperwork, they didn't get this page or that page, but the rest came through fine. (all within the same fax transmission).

If you sent a 100-page fax to anyone anywhere, a few pages are bound to get lost. It is not unreasonable, and it is not uncommon. That's a fact.

You also mentioned that They promised they would and could stop all actions against me, and not even 30 days after retaining the scammer, the IRS did levy my account to the tune of $12,000, give or take. I called them immediately after being notified of the levy, they said they'd take care of it, they didn't. The first of MANY MANY LIES!

Actually, you were levied 6 months after you hired us, after you failed to meet any of the previously prescribed deadlines implemented by the RO, even though we had requested many holds on your account with the RO. We warned you this would occur, and based on your bad history with the IRS, we knew we would not be able to release it.

It's true, I have spoken to your wife on many occasions. She may have been in tears, but it wasn't because I was yelling and talking to her like an idiot. Don't accuse me of that because I don't talk to anyone that way. Maybe your wife is upset because you told the IRS it was her fault, you told me it was her fault, and you made her the scapegoat for your tax problems.

I find it quite ostentatious that you are filing this complaint, making it seem as though you have been doing the right thing all along. In reality, this is the most I've heard from you in the year that your case was open. Throughout the whole case, you have always directed us to Jenny. You never called us or emailed us except to yell every time Jenny communicated a message to you that you didn't like to hear.

In your complaint, you said that you never heard back for a few weeks. So I called them on one Friday night out of the blue and asked about the conference call again, sure, let's try it now, Kay Tse said. First of all, do not quote me as saying that because that is not how I speak. That is not what I said. I told you I would call you as soon as the RO agreed. When the RO called me, I called you immediately because you expressed to me that this was important. I called and told Jenny about the phone conference. If you and your wife do not communicate, that is a private issue between you and her.

You stated that you still hadn't received the info from Kay Tse, I called and emailed over a dozen times, I have read receipts from emails, full headers, etc and finally just before the due date, I get this doc from Kay. First of all Pat, you were on the phone with me and the RO when those items were requested. I received one email from you from the time we had the conference call to the time the Lien Discharge was due. The RO asked you if you understood what was required during that call and you said yes. I even sent you an email as a courtesy to detail what was discussed and what was needed, along with deadlines. You knew an appraisal was required on all your assets. For you to come back at me and tell me I didn't do my job by babysitting and looking over your shoulder every minute is unreasonable and absolutely offensive to me and every other existing tax professional .

Zero communication? An outright lie. I am prepared to scan and email every single communication we've had with your wife. It's true, maybe our direct communication with you was limited, but again, that was your own doing, per your request. You told us to talk to your wife every time we called you to discuss any matters.

The only thing we didn't do that we were supposed to was submit the docs they prepared and didn't send us until the day or day before the package was due, and this was directly due to her negligence. I asked for a refund, she said no, they weren't refunding anything to us.

As I previously covered, not only did you fail to comply with the Lien Discharge requirements, you never met any of the other deadlines timely. One incident is not enough to affect our representation on your behalf. However, you have NEVER met any of the RO's requirements, or our requirements, in a timely manner. NOT ONCE. Go back through your records and review!

I am truly sorry that we could not make this work. We are NOT a scam as the case notes will attest. You, or anyone else you give authorization to, are free to can contact the IRS to confirm the details in this reply.

We are not out to get you. But it's not fair for you to tell the world that you paid us $25,000 for nothing. We invested a lot of time, attention, and effort to your case. We pushed other cases aside so we could give your case the attention it needed. But we can't pull miracles, we are not mind-readers, and we certainly don't get paid to make up stories and documentations on your behalf, which I half expect is what you thought you hired us to do. But because we are a reputable company we adhere to strict legal guidelines that direct what we can and can't do.

We sincerely wish you the best and hope that you are able to obtain resolution with the IRS.
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