I was contact by Jay Galica form Quantum Financial Solutions, LLC about solving my tax problems. He explained how Quantum Financial would be able to help me.
After several calls and talking to Jay, he asked me if any other company had called to represent me which I answered yes. He asked me what they were going to do the case for and I said $2500.00. He said that Quantum Financial would agree to do the work for that amount.
I inquired at that time, if they would be asking for more money later and he said this would be a "Flat Fee" and they would NOT be asking for anymore money. At that time, I decided to sign up with Quantum Financial.
After signing up, I was directed to work with Mike Wallen. Mike Wallen insisted that if I was paying in two installments that I had to pay $2950.00. I did pay this. Now when we are about half way thru resolving issues on my taxes, Mike Wallen from Quantum Financial is demanding another $3500.00 or he will not continue representing me with my case.
After this discussion with Mike and telling him that Jay Galicia told me that this would be a one time fee of $2500.00, I called Jay Galicia and talked to him. He said he did indeed agree on the $2500.00 flat fee and that he would talk to Mike Wallen and get back to me in about one hour. Jay Galicia did not get back to me. That was on April 1, 2008.
I tried to contact him again the next day and then again on Thursday. On Friday morning, April 4th, I again called Quantum Financial and requested to talk to jay Galicia. The receptionist said he was in a meeting and would get back to me in about one hour. This did not happen and I called about 3 more times that morning.
Finally, I called again and the receptionist said he was in a conference meeting. I asked to talk to his supervisor and I was directed to Joseph Locken who then said the Jay Galicia was in his car and that they called him on his cell phone to call me. This is not what the receptionist had told me about 2 minutes before. So I am getting the run-around from Quantum Financial.
On Saturday I get this email from Mike Wallen - "Please let this email serve as a reminder that we need to move forward immediately. I understand your concerns, however, I have been handling your case file for quite sometime now and we do need to move toward resolution with the State of Wisconsin.
I understand as well that you might not have spoken with Jay Galicia as of yet. However, he does not have the authority to issue a final say as to the happenings with your account. We have power of attorney for you and I have been the one in touch with your Revenue Officer. If he does not receive the information he needs he will issue a cash register seizure of the business on April 11th. I suggest not being open that day if we do not have financials prepared."
This email appears to try to pressure me to again hand over money that I am not suppose to be handing over. This is a "Bate and Switch" tactic.
I also am including taped conversations with Jay Galicia, who is the person that did this contract with me, acknowledging that he did INDEED agree to work on a Flat Fee basis. He is also stating in these conversations that I should have contacted him when Mike Wallen wanted 2950.00 instead of the agreed upon $2500.00 for helping with my case.
I also have taped conversations with some of the other individuals at Quantum Financial that have said that they would be Getting back to Me, but have not.
So I am now out of $2950.00 for work that was promised to be done and not completed at all. Jay Galicia made this verbal agreement with me and also noted that he knew if I had to pay more money, that I would not have worked with Quantum Financial. I am asking for a full refund, so I can get a more reputable company to help me with this matter.
Green Bay, Wisconsin