ComplaintsforIdeal Tax

• Initial Complaint

  07/11/2024

  Complaint Type:

  Order Issues

  Status:

  Answered

  More info

  I had just moved here last year so my mail got lost and the *** started garnishing my wages all of a sudden so i looked on the BBB found ideal tax told them my situation and they told me they could get my taxes that I owe under a hardship so they would be forgiven I wouldnt have to pay and my wages would stay being garnished all i needed was ****** retainer i knew i would owe them a little more later common since will I had to borrow the money it took me about 3 weeks to get it from my 401k during that time I had 3 different agents call over and over I told them i had to wait for the money the last agent i spoke with was a supervisor name ******************** told her i didnt want to work with a bunch of different people she told me she would take my case herself and she told me same thing hardship forgiveness so I was at work when they sent me paperwork I told her that she said its ok your just signing that we can talk to *** and get u on a hardship so I signed paperwork and sent my ****** dollars and almost 2 *************** were at may 21 when I receive an email from a different agent name **** now his case ***. needed my paystub so he could start I waited on June 1 I received a call from a lady with an accent to call irs on 3 way so she has permission to talk to them I thought I already signed for that over last two months they hadnt talked irs we called they were trying to set up payment or see if I had to file taxes.from the beginning I told them I needed to file 2023 they said wait .now I have a penalty now 6/20/24 **** calls in order for them to file my taxes and get the hardship they need ****** dollars to start then all together ******* to finish I told them I wanted my money back I have nothing to pay them while waiting on them I lost my job for calling out no gas. court date for eviction on July 23rd Ive never been behind. Now I-need to pay someone else to help with tax I cant afford & if I could they still owe me my money back cause they did nothing.

  

  Business response

  07/15/2024

  Hi ******, this is Ideal Tax. I hope you're doing well. After reviewing your case we do apologize for any inconvenience this may have caused you. We completed your Tax Investigation for your federal taxes. Upon the initial call with *********, she stated you would need to owe more than $5,000 on your state taxes to assist you with that. There was one payment made, which was $300.00 for the work that was completed. If you have any questions or concerns, please do not hesitate to contact us directly. Thanks, Ideal Tax!

• Initial Complaint

  06/25/2024

  Complaint Type:

  Product Issues

  Status:

  Resolved

  More info

  I paid an upfront fee of $295.00 to Ideal Tax to handle my end of the year employment taxes. And the i was told by *************************** that i need to pay an additional $3,000 before they can take care of my tax debt matters. So i contacted the Veterans Affairs and was told they would handle my employment taxes for free. So i emailed *************************** and let her know I want to cancel her company's service and requested a full refund of my $295.00 back to my bank account and was given the run around. I was told by the Veterans Affairs to immediately file a claim with the BBB asap to get my funds back. Your urgent response would be greatly appreciated. Thank You for your time and assistance.

  Customer response

  07/02/2024

  
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
  
  Regards,
  
  *****************
  
   
  

• Initial Complaint

  06/17/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  Hired this firm to file taxes which never got filed. They promised me a refund on May 22nd but still have not sent me. Rude emailed suggest that I will not get paid.

  

  Business response

  07/08/2024

  Hi ****, this is Ideal Tax. I hope you're doing well. After further reviewing your case Ideal Tax did a partial refund which the check was mailed out in the beginning of ***** ********** provided you with a tracking number which per the tracking information was delivered to an address in ********, ********. We provided you with phone calls, emails, and text messages to keep you updated. We do apologize for any miscommunication. Please feel free to contact us if you still have any questions or concerns.

  Thank you, Ideal Tax!

   

  Customer response

  07/09/2024

  I still have not received any payment/refunds - a tracking number was porvided but they sent to ******** - I live in ********* NY. 

  I provided my correct address and getting a simple tracking number was like pulling teeth and they will not bother to reissue or help with the payment. 

  Aside from refund issues the work was never done, and partial refund was all I could squeeze out of the company.

  

  Business response

  07/09/2024

  Hi ****, this is Ideal Tax.

  The work was stopped due to your request. We have it all documented. The refund was issued to the address you provided but it was forwarded to the different address you mentioned below. Please contact us directly with any questions or concerns.

  Thank you, Ideal Tax!

  Customer response

  07/10/2024

  I HAVE SENT EMAILS AND HAVE CALLED YOU - BUT THE RESPONSE FROM YOUR **************** IS CHILDISH.... I HAVE BEEN TRYING TO GET THIS RESOLVED FOR MONTHS.... 

   

• Initial Complaint

  06/14/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  This company is definitely a scam!!! If you are trying to work with them. RUN!!!! I was contacted relentlessly in the beginning by ****. He called and left messages daily!! I finally reached out to him and decided to work with them. I am on disability and only making ******* per month. He said because of that he can get me on a discounted rate of $485.93 per month.I sacrificed my groceries and other monthly expenses each month. For just two payments. I have very easy forms to fill out. Yes it was only two months. But there was very little communication. I had to beg for updates. I had to send several emails. Then when they did get back to me they said my account was in review. It was in review for weeks before anyone called me and left a message that they had sent me papers to sign in email. They had supposedly finished. Well surprise surprise!! I never received supposed email. I sent an email to ***** to let her know I did not receive any email from anyone from them with paperwork to sign. She said she would have them resend the paperwork. That was on a Monday. It is Friday and still nothing. I did not know who to turn to. So I text ****. He said he would have management get on this right away. That was actually on Wed. Well it was Friday today and nothing. I sent him another text asking for help on whom I should be talking to since ***** did not respond for an entire week. I figured she jumped ship. Well he did not respond to my text messages. Surprise surprise! I called my bank and blocked them from taking further payments from me. Nothing they can do or say will change my mind. Their communication is horrible!!! If they did get any good reviews they are probably fake. Dont trust them. If you do decide to go with them. Just know you where forewarned! I wasted ****** with them. I have cancer and other major medical issues. Thanks a lot IdealTax! Other reviews waisted way more money than I. I decided to stop while Im ahead. I cant afford to waste money!

  

  Business response

  07/08/2024

  Hi *****, this is Ideal Tax. I hope you are doing well. 

  After further reviewing your case, we completed your tax return on June 17th, 2024. There have been multiple attempts to reach you by phone call, email, and SMS. Your account was closed out on 6/27/2024 due to your request because you were unable to afford the payments that were agreed upon when you signed up. We apologize for any inconvenience. Please do not hesitate to reach out to us with any questions or concerns. 

  Thank you, Ideal Tax. 

• Initial Complaint

  06/07/2024

  Complaint Type:

  Order Issues

  Status:

  Answered

  More info

  -date of the Ideal Tax we make agreement, 8/09/2023.-total amount pay and same amount need to they return $ ********, because IdealTax do not do nothing.

  

  Business response

  07/09/2024

  Hi Salvador, this is Ideal Tax. I hope you are doing well. 

  After further reviewing your case, you set up your own resolution directly with the *** and didn't allow us to complete the work. You were notified that our financial analyst was working on your financial analysis, but you closed your account on 4/10/2024. We do apologize for any miscommunication if any. Please do not hesitate to contact us with any questions or concerns. 

  Thank you, Ideal Tax. 

  Customer response

  07/10/2024

  bBuenos das  no  estoy  de acuerdo con  lo que  ustedes  dicen  yo  no  serre  el  caso  yo  les  dije  que  ocupada  mi  dinero  porque  ustedes  no  hicieron nada  solo  hicieron  es  cobrar  mi  dinero  y todava  ustedes  queran  hacerme  los  impuestos de  el  ao  2023 sin  ni  tan siquiera  terminar  el  caso 2022 y es  por  eso  que  yo  les  hable  por  cuando  yo  ise  los  taxes  del  ao 2023  me  enter  de  que  ustedes  no  **********; hablado  con  el  irs  y los  contacte  y yo  ya  estaba en  ********* y es  por  eso  que  empeze  arreglos de  pagos  con  ellos  porque  me  dijeron  que  si  estaban  hay  nomas  porque  yo  les  di  una  autorizacin  pero  solo  eso  y  que  ustedes  nunca  hablaron  para  que  me  ************; el  pago   y yo  por eso  les  haba  pagado   de  cualquier manera  ustedes  nunca  me  dieron  una  copia  de  que  el  irs  haba  aceptado  negociar  conmigo  sobre  el  dinero  que  yo  les  devo  de  antemano  les  digo  que  me  regresen  mi  dinero  y ***********; los  intereses  que  se  acumularon  yo  *********; como  9400  y cuando  hable  con  el  irs  ya  eran  mas  de  10000  dolares  y estaba  en  ********* as  que  de  la  manera ms  atenta  les  pido  *************; que  me  regresen  mi  dinero  con  todos  los  intereses  acumulados   muchas gracias  

  

  Business response

  07/11/2024

  Hi ********,

  
  We do apologize for this inconvenience, but our company has a process which we follow to ensure the best results for our clients resolution. Ensuring you stayed compliant by us filing for 2023 which was part of that. You did decide to close your case so the work was not completed. Please reach out to us directly with any questions or concerns.

  
  Thanks, Ideal Tax!

  Customer response

  07/12/2024

  buenas noches  disculpen  por  la  hora  y a lo  que  ustedes  dicen  que  yo  cerre  el  caso  yo  no  ise  eso  yo  solo  les  *********; cuando  les  hable  que  ya  haba  echo  los  taxes  del  2023 y que  ********; me  enter que  yo  estaba  en  coleccin  y ya  *********; mas  de  ****** dolares  por  lo  que  se  acumulo  de  los  intereses  y que  ustedes  no  **********; hablado  con  el  irs  para  que  me  bajaran  el  pago  que  estaba muy  alto y que  ustedes  me  prometieron  cuando  les pague  y que  me  hicieron  pagarles  todo  y ya  despus  **** a  negociar  con  el  irs  y nunca  hicieron  nada  lo  *********; que  isieron  fue  cobrarme  mucho  dinero  y lo  nico  que  isieron  fue  aser  los  taxes  normales  y como  yo  estaba  confiado  con  ustedes  pues  como  ustedes  no  hablaron  con  el irs  sobre  negociacin  pues  ami  me  mandaron  a coleccin  y los  intereses  subieron  as  que  se  los  pido  otra vez  de  la  manera  mas  vien  que  me  regresen  mi  dinero  porque  si no  voy a tener que  ir  a corte  a hacer  una  demanda  contra  ustedes  porque  no  es  justo  que  ustedes  les  estn  mintiendo  as  a la  gente  y de  que  ustedes  quieren  que  yo  les  hable  directo   pues  lo  siento mucho  porque  no  lo  voy hacer  por  eso  decid  ************; ayuda  con  la compaa  BBB para  que  esto  sea mas  fcil  tanto  como  para  ustedes  y para mi  sin  ms  que  decir  es  atte  ******************************* ************;  no  es  justo  que  ustedes  le  sigan  mintiendo  a la  gente 

• Initial Complaint

  05/28/2024

  Complaint Type:

  Product Issues

  Status:

  Resolved

  More info

  Company was supposed to send off my tax returns including state returns 2020 - 2022. two months ago when I signed them. IRS still does not have them. All they have is the **** I am doing my own taxes and sending them in so they canbe done. I have phoned, texted emailed everyone in the company and still have not received any responses. I need to complete my taxes as IRS is giving me until *****- to get them in. I would like to get a partial or full refund as Ideal tax has not done a complete job of anything including keeping me informed other than IRS is still reviewing.. How can they review something they don't have?

  

  Business response

  06/14/2024

   Dear *******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. According to our records, we have received your taxes for 2021-2022 via e-file and your 2020 taxes were mailed. We understand that the *** will not have a record of the returns until they are processed, but we can assure you that they have been sent. Additionally, our records show that your Case Manager has called you four times since your last conversation in April, but has not received a response. We hope you have been receiving our calls and urge you to contact us as soon as possible. Thank you.

  Customer response

  06/18/2024

  
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
  
  Regards,
  
  *****************************
  
   
  

• Initial Complaint

  05/28/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  Ideal Tax preyed upon me claiming they could help with my tax problem then promptly stole $6,295 from me and wasted hours of my time.

  

  Business response

  06/06/2024

  Dear *****. We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Based on our records, it appears that you recently signed up with us. As previously explained, we have established processes to ensure excellent customer service, and typically, we don't follow up with clients five days after sign-up. That said, we would love to continue working with you and would appreciate the opportunity to improve your experience. We've been trying to reach you without success. Please call us back at your earliest convenience. Thank you!

• Initial Complaint

  05/23/2024

  Complaint Type:

  Order Issues

  Status:

  Answered

  More info

  I've paid over $2000, to settle a *** problem. I haven't been given any progress on my case only demands for more money. The *** does not seem to have been getting any payments or communication from them.

  

  Business response

  05/30/2024

  Dear *******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Based on our records, it appears you have been kept well-informed about the status of your case. Your Case Manager contacted you on April 17 to provide an update. Additionally, on April 22, we noticed a payment decline and reached out to ensure everything was in order. Since then, we haven't heard back from you. Please get in touch with us so we can resume work and achieve the results you need. We look forward to hearing from you. Thank you.

  Customer response

  06/13/2024

  Here is a series of text messages I have sent to Ideal text from me to Ideal Tax with no answers just more demands .

  
  

  I did call left my phone no. Recorder comes on says: We are Sorry their is no one available to take you call. I have left many calls, same recorder comes on.

  
  

  Also, I get no calls from Ideal Tax, only messages and emails with same approach "money" I have no problem paying would you ideal tax respond to my calls and give results on what I have paid for. I will pay but you Ideal Tax staff don't answer my phone calls

  
  

  I appreciated the phone call I received, phone disconnected, waited for u to call back, didn't happen so here I am agin texting. Like I said I do want to pay, but you still give me the same no answers, this has being on going while I was stay paying. All I hear is "Money" with no answers what has Ideal Tax done regarding my case what has being presented on my behave. So we can move forward and you get the remainder payment. 

  
  

  *******, Ideal Tax. Your IRS case will be SUSPENDED IN 5 DAYS. Please call at ************ to make a payment.

   

  Her is some documention on being blocked and threatened. When I call my calls not answered, although I did get text from an ************. 
  ---------- Forwarded message ---------
  From: ********************************* <*****************************************>
  Date: Tue, May 21, 2024, 10:19 AM
  Subject: Your Case Is Scheduled For Suspension
  To: <*********************>
  
  
  Dear *****************************,
  
  According to our records your account is still past due. As a result your case is currently SUSPENDED AND AT RISK FOR WAGE GARNISHMENTS, BANK LEVIES AND PROPERTY SEIZURES Please call our office right away to make a payment.
  
  Suspension for non-payment of our services leads to an interruption of your tax resolution file with us and may affect the outcome of your case. You are a valuable customer of our firm and we wish to continue to serve you diligently.  However, if we do not hear from you within 15 days from the date of this letter, the ***** of ******** currently in place will be revoked and you will no longer be protected. 
  
  Give us a call immediately to resolve this matter in order to continue working on your case.
  
  Respectfully, 
  
  *********************************
  
  Billing Specialist Team Lead
  
  Phone: **************
  
  Fax: **************
  
  Website: www.idealtax.com
  
  Email: *******************************************
  
   

  

  Business response

  07/09/2024

  Hi *******, this is Ideal Tax. I hope you are doing well. 

  
  We reviewed your case. We prepared your tax returns and sent them to you to sign, you sent them back to us which were sent to the **** There were multiple call attempts to reach you for an update regarding your case with no response. Regarding the emails and text messages those are automated messages when you're in a billing status. You had one declined payment in the month of July. We do apologize for any inconvenience this may have caused. Please do not hesitate to contact us with any questions or concerns. 

  
  Thank you, Ideal Tax.

   

• Initial Complaint

  05/14/2024

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  Definite SCAM. I paid Ideal Tax $295 to help resolve the $9000 federal tax bill I owe. They suggested I sign over power of attorney and they would investigate the past 23 years of taxes, They said I would qualify for hardship. Said to expect a call 2 weeks later to go over the results of the tax investigation. I got a call from another gentleman not an attorney. Gave me general information that I could have googled myself. Wanted $1800 to extend the power of attorney and reach a payment plan with IRS because apparently I didn't qualify for a hardship even though this gentleman gave no specifics as to why. I selected the Fresh Start button on IRS website and was inundated with texts from this company.

  

  Business response

  05/30/2024

  Dear *****, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We would like to clarify that we are not a scam. Over the past 14 years, we have successfully assisted thousands of satisfied customers across the nation. Our mission is to help as many taxpayers as possible obtain the relief they need. Our staff is thoroughly trained in all IRS tax relief programs available to taxpayers like you. The information we provide is thoroughly researched and reliable, not just found online. We do charge service fees for our work, and if clients disagree with these fees, they are free to seek help elsewhere. However, we strive to make our services accessible to everyone in need, which is why we are one of the top tax relief companies in the nation. Regarding SMS messages, you could of easily unsubscribe by replying "STOP" to the first message that you received. Lastly,  we regret that you did not choose us for the remainder of your resolution, as we are confident your case would have been well-handled by our team. We wish you the best of luck with the company you select. Thank you!

• Initial Complaint

  04/18/2024

  Complaint Type:

  Order Issues

  Status:

  Answered

  More info

  I put in an inquiry to them April 16, 2024. Answered their first call and was told they couldnt help me, and assumed that was the end of it. They proceeded to call me 8 more times, left 6 voicemails, and texted me several times. I texted the number back and asked them to please stop harassing me. And was texted back that i was being dramatic. I just want them to stop harassing me, and learn they cant treat people like this, especially people they are supposed to be helping.

  

  Business response

  05/02/2024

  Dear ********, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We're deeply sorry for our employee's conduct and have implemented the required disciplinary measures. If you would like, let's try to connect and see how we can improve your experience. You are more than welcome to email *************************** at ***************************************** for a further discussion regarding your complaint. Thank you! 

*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩