Report: #922570

Complaint Review: Ripoff Report | BLUE TAX

  • Submitted: Sat, August 04, 2012
  • Updated: Fri, August 08, 2014
  • Reported By: Elaine — Ashburn Virginia USA
    3440 Wilshire Blvd, Ste 1100, Los Angeles, CA 9001
    Los Angeles, California
    United States of America

BLUE TAX TRUSTED Business 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.

Show customers why they should trust your business over your competitors...

REVIEW UPDATE July 25 2016 : Blue Tax remains committed to increased customer satisfaction and has improved their business practices over the years to better serve their customers. Blue Tax is truly dedicated to making sure their customers are satisfied and that any complaints which do arise are addressed promptly and fairly.

To date, Blue Tax 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, Blue Tax 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 Blue Tax remains committed to improving customer satisfaction. [continued below]....


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
 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..

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.

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

“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 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.



BLUE TAX Isai Cortez, Esq, Karen Kao, EA, David Boyd and Daniel Jones After giving Blue Tax $2,500 as a deposit and after 7 months, I have seen no resolution to my problem. After speaking with Daniel Jones on the phone, I was assured that they would get a resolution to Los Angeles, California

After giving Blue Tax $2,500 as a deposit and after 7 months, I have seen no resolution to my problem.  After speaking
with Daniel Jones on the phone, I was assured that they would get a resolution to the problem.  Each time I phone Daniel, he wanted more paperwork which never resolved any issue.  I felt like it was a intimidating tactic Blue Tax uses so that they can stall as long as possible. It has been 7 long months and meanwhile I must continue to pay the IRS a large amount every month. 
I am retired, on a fixed income and I cry because I feel there is no resolution in sight.  I want a refund because nothing was resolved.  They lied to me and should be prosecuted for what they promise and cannot
Is this Ripoff Report About you?
Ripoff Report A business' first line of defense on the Internet.
If your business is willing to make a commitment to customer satisfaction Click here now..

Does your business have a bad reputation? Fix it the right way. Corporate Advocacy Program™

Set the record straight: Arbitration Program

SEO Reputation Management at its best!

This report was posted on Ripoff Report on 08/04/2012 05:00 PM and is a permanent record located here: 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. READ: Foreign websites steal our content

Search for additional reports

If you would like to see more Rip-off Reports on this company/individual, search here:

Report & Rebuttal
Respond to this report!
Also a victim?
Repair Your Reputation!
Ripoff Report Recommends
ZipBooks Accounting Software

Advertisers above have met our
strict standards for business conduct.