ComplaintsforLegal Tax Defense, Inc.

• Initial Complaint

  07/11/2024

  Complaint Type:

  Product Issues

  Status:

  Resolved

  More info

  Legal Tax Defense has solicited my personal cell phone, which has been on the National Do Not Call Registry since 2006, multiple times after asking them to stop. Do not do business with this group.

  

  Business response

  07/11/2024

  Can you show us proof or record of the call(s) please. We do not wish to call you unless you inquired online, as we do not solicit for new clients. Seem like you may have the wrong group.

  Customer response

  07/12/2024

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  ***********************

• Initial Complaint

  05/21/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I paid this company in full within the first 6 months of working with them and was told my case was very strong to get 100% relief based on multiple factors and that my case would be solved in 6 months to 1 year. That was over 2 years ago and they are still not solving my case with the **** I literally just got pushed to another account manager, this is number 4 now, who asked if I wanted my case put on hold!!!!!!!!! because I didnt earn any income in 2023 and have no W-2 or 1099 to file/fill out a tax return. I cant believe this is happening when *** paid them in full and theyve had my case since ***** and the only reason I hired this company is because a top notch manager, *********************, said he would be personally following my case through to completion but now doesnt work there anymore. Ever since he left the company, it feels like I get zero priority and zero help with my case. I was told by *************************** who works in the compliance department that my case should be resolved in the next month or two and that 100% of my debt should be relieved based on all the factors they look at, but that was 4 months ago now and again its like Ive been totally forgotten about until this new case manager asks if I want my case put on hold!!!!. And to this day this company is still not solving it and keep giving me different account managers. Im beside myself after this latest person asked if I wanted my case put on hold. Why would I want that when this was supposed to be done years ago and theyve already been paid in full. How unprofessional and rude. I cant take anymore of the unfulfilled promises different people from the company keep telling me and then nothing happens, the deadline they tell me comes and goes and I receive zero communication on what happened and whats going on now to get this done since another assurance turned out to be a lie. Id like to know if I should hire an attorney to *** this company because this is causing me severe hardship.

  

  Business response

  05/31/2024

  We resolved this issue

• Initial Complaint

  05/06/2024

  Complaint Type:

  Sales and Advertising Issues

  Status:

  Answered

  More info

  I hired this company to help me with my tax debt in 2021, til this day nothing has been resolved on behalf and I had to contact the *** myself today, 5/3/2024 because I continued to get collections notices and wasn't sure why when this company was supposed to be working on my behalf. I was told by the *** today that no one from this company has contacted the *** on my behalf since Dec 2022 and at that time it was just to ask for a 30 day hold. This company made promises to get my debt lowered which is why I signed up in the first place and after getting my money, then I was told there was nothing that could be done from them besides make payment arrangements something that I had to eventually do with the *** myself since no one contacted them. May I also add the payment arrangements I made with the *** are alot lower than what this so called tax company offered to set up for me. In this 3 year time frame this company has done absolutely nothing for me besides pass me around to person to person. Ive had multiple people so called working my case and none of them are knowledgeable as to what is going on. I have truly been scammed and it's devasting to take advantage of people who are going through something as scary as *** tax problems.

  

  Business response

  05/06/2024

  We just uploaded a copy of your tax return a few weeks ago and are dealing with IRS on the balance due. Please contact your case manager ****

  Customer response

  05/11/2024

   
  Complaint: 21664288
  
  I am rejecting this response because I have spoken with the multiple case managers Ive been assigned to as recently as last week and thats when I had to contact the *** on my own because this company has been incompetent handling my case. Its been more than 3 years with this company and still no resolution.

  Sincerely,
  
  ***************************

  

  Business response

  05/16/2024

  This complaint is inaccurate. We have proof of the work completed on behalf of the client. Tax returns and all correspondence with the department of treasury. Please reach out to us directly so we can clarify  

  Customer response

  05/28/2024

   
  Complaint: 21664288
  
  I am rejecting this response because: the only thing this company did for me was to file a tax return! Obviously this was not a $4000 value. I was scammed and to make this right I am looking for a refund for amount paid subtracting the tax prep fee.
  
  Sincerely,
  
  ***************************

  

  Business response

  05/29/2024

  While preparing tax returns we communicated with the department of treasury agents due to the open exam. This case was more complex than tax return. We have all documentation to back up this statement. The scam comment, name calling and bulling because of your buyers remorse now that your are out of the situation is completely unnecessary and could be deemed defamatory. We are here to provide you will any additional information or guidance on your case if needed. 
  

• Initial Complaint

  05/03/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  This company told me i would have my irs problems resolved in 6 months and they are not doing anything. I have emailed over everything that they ask me for. and nothing is being done. i have asked for a refund but they will not return my money. they have not filed anything. just took my money

  

  Business response

  05/06/2024

  We have filed tax returns and need documentation returned from the consumer regarding his identity theft issue with the department of treasury.

  Please contact us asap ************

• Initial Complaint

  02/21/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  This is for the ***** *************** Legal Tax Defense branch in ****** **. I hired their service to help me with *** tax problem. I talk to one of their representative in September 2023 and told them I want to do Offer in Compromise, they worked on my case, had me filled up a OIC questionnaire which I didnt qualify but they didnt tell me I didnt qualify and just proceed to negotiate with *** to lessen the interest supposedly from 18% to 5% and they wanted me to set up a payment arrangement. All that time I didnt get any communication from them and Its really hard to get ahold of them when you try to call, the lady that answers always tells you that your case manager would call back but they never will, and its a different case manager every month. They emailed me every month to sign ***** of ******** letter cus they say it expired? I told them I didnt want this route as my initial plan is OIC but they wouldnt refund me because according to the manager they couldnt just give me a refund if im not satisfied with their service? Its not the service I wanted in the first place. I just want my $2,500 refund back. This company is really predatory and shady practice. I didnt sign anything that says I want to make a payment plan to the *** but they told me I did sign.

  

  Business response

  02/22/2024

  We have a few options basised on the *** response. The Tax Payer mentioned he was in the process of amending his tax return. We ask that **************** contacts us back asap so we can continue to communicate with *** on his file

  Customer response

  03/01/2024

   
  Complaint: 21317777
  
  I am rejecting this response because:

  The already amended my taxes and signaficantly decreased my amount owed by at least 80% contrary to what they wanted me to do to just set up a payment arrangement. They are telling me I have an option now? They could have offered that option while they were working on my file. And the only option I ever wanted was the offer in compromise, nothing else, if I couldnt qualify they could have at least communicated with me and I would have stopped from there but they prolonged it knowing I pay a monthly payment. I didnt get any communication from these guys at all and its so hard to reach anyone in that office and if ever you did reach anyone they dont know what to do and always say theyre gonna let the case manager call back which of course it never happens.
  
  Sincerely,
  
  ***********************

  

  Business response

  03/05/2024

  We would like the opportunity to work out an alternative federal resolution for you. Please feel free to connect with us immediately or one of our associates will be in touch with you shortly.     

  Customer response

  03/05/2024

   
  Complaint: 21317777
  
  I am rejecting this response because:
  
  Sincerely,
  
  ***********************

  this goes to show that Legal tax defense is an incompetitive company, they gave me the same response from the last time. I dont want your federal solution because you dont have one. You want me to set up a payment arrangement, thats about it. 

• Initial Complaint

  02/16/2024

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  1/2000 - We reached out to Legal Tax Defense and was told they could help us and took our case with the **** However, till this day I have not received any decision regarding our issue with the **** We're only getting emails from so called Jr ******** asking if the *** has contacted us via mail etc. several times. Do these people even talk to each other? We've asked for a Fresh Start, but we have not received any response back regarding if we even qualify. This is actually our second time filing a complaint with the BBB regarding Legal Tax Defense. We just want them to get this wrapped up. My ex-wife and I want to be able to move forward without this financial burden, which is what we thought Legal Tax Defense would help us with.

  

  Business response

  02/16/2024

  We are actively working this case file on behalf of **************. We are still awaiting a response from IRS and advise the client to contact us with any questions or concerns. One of our supervisors with also be in touch within 24/48 hour of this inquiry   

• Initial Complaint

  01/03/2024

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  Paid 500 dollar to fix my taxes problem, now the dont answer my message or calling back

  

  Business response

  01/13/2024

  Thank you for reaching out we take our customers concerns seriously. Our office was closed during the holidays and your customer service agent will connect with you within 24/48 hours. 

• Initial Complaint

  11/28/2023

  Complaint Type:

  Service or Repair Issues

  Status:

  Resolved

  More info

  $500 was paid to Tax Defense Group on **** of ************ credit card 8/31/23 from myself *******************. I never received any services. Not only did I not receive any services, the *** billed me a new bill I did not have yet for $682 in response to Tax Defense Groups new payment to file my taxes. So right after paying $500, I get another fast bill for $682. Im low income and usually spend only $20 to $30 for food and fuel so these two fees are past my budget. Im just a delivery driver having worked at Uber and Postmates. Im hoping this company will refund as standard. I also hired and paid ******************* but when they only had Spanish speaking representatives in my area, they politely and promptly refunded $295 back to my credit card. With Tax Defense Group, I hope someone will refund my **** card. The Spanish representative I got ********************** has an accent even though hes bilingual but its too difficult for me to understand and past my ability. I cant tell if the payment is missing or what has happened to the $500 given to them. My feelings are hurt. The company says it handles both federal and state taxes but then later told me that they only do federal, not state. Federal and State were not even the issue for me. For me, after the payment I got an agent who was Spanish speaking and didnt render any at all type of legal service. I did not receive any product or service after the $500 **** payment and it was supposed to be about a years worth of tax service. I hope the business Tax Defense will come to a resolution with me and offer a refund.

  

  Business response

  11/27/2023

  This is not a client. The submitted documentation show the person hired Legal Tax Defense ? That is not our company.  This is a person who got scammed by someone else. 

   

  Please remove this. 

  

  Business response

  12/07/2023

  Legal Tax Defense takes any consumer complaints seriously. This taxpayer hired our company for a Discovery Tax Investigation. After the client signed the service agreement along with the ***** of ******** we conducted & completed this service with the ********** of ********* The consumer is has not filed their tax returns for multiple years (a non compliant tax payer). Due to our privacy policy we can not disclose anymore info here on the BBB. This is a frivolous complaint and the client may have a case of buyers remorse because she does not want to pay anyone to conduct this additional service. We are here to figure out what the tax problem is through a discovery and provide a plan of action. You can always take the Discovery Results to another Tax Doctor if you are not happy with the diagnoses or prescription.   

  Customer response

  12/08/2023

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me. I will find another tax doctor. I do not want to continue with the same company and will find a different doctor to get tax help. 
  
  *******************************************

• Initial Complaint

  05/22/2023

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  I signed a contract with this organization that said it would only charge me $500.00 to represent me regarding my back taxes with the **** I informed them that I had to make to payments of $250.00 because I didn't have $500. They told me that would be fine. They sent me the contract where I initialed and dated the contract. The 1st $250 was deducted from my savings account and the other $250 on the 18th of August. Then on or about the 22nd of August, I discovered that they charged my Discover credit card $****.00. I immediately called to complain and was told that I signed the contract. I asked that it be sent to me and they sent me a document that had the same exact initials in several different places. I told them that they copied the one time that I was asked to initial and then put my initials in the rest of the document stating that I was in agreement with the extra almost $2000. I told them that I wanted my money back and did not want them to represent me. They never responded nor did they represent me with the **** I have been working with the credit card company who have a crazy policy that says if it is in writing then they don't get involved. It is coming up on a year and nothing has been done to date. I understand about the $500 and will take that as a loss but the $****.00 is totally unacceptable and I want them to return the money back to Discover along with the interest that I am being charged. I recently tried to pull up the email that they send me and received this error message "404" Oops" Page not found We could not find the page you were long for They are taking advantage of me as well as many others I'm sure and this has to be addressed immediately. It is bad enough that they charged my credit card, but the very least they could do it return the money because they didn't do anything on my behalf. I do hope that this matter can be resolved amicably as I really can't afford to pay an extra **** for a service that conned me.

  

  Business response

  06/03/2023

  *****,
  Thank you for bringing your concerns to our attention, Legal Tax Defense values our clients feedback so that we can work to provide you the best possible service.
  Our quality assurance department will be in touch with you to ensure your request is responded to, please expect an email & phone call within business 24 hours.

  Customer response

  06/09/2023

   
  Complaint: 20091409
  
  I am rejecting this response because:

  The company has yet to respond to my complaint.  I sent a response on June 5, stating that I had not received any information from anyone.  According to the company, they were going to get back to me in 24 business hours and call me.  Neither has happened.  I called the complaint line and was advised that I should send a response in this area of the complaint to get my information addressed.  I hope that this reaches the appropriate people.  Thank you and have a great weekend.
  
  Sincerely,
  
  ************************* ****

  

  Business response

  07/17/2023

  We have been in close communication with this client. Our firm conducted a tax investigation this is what we were contracted to perform. Unfortunately it sounds like the customer is unable to retain us for the resolution Phase 2. Please contact us directly to resolve the issue. We can work with you on the retainer amount and possibly break it up to work with your current financial situation  

  Customer response

  07/19/2023

   
  Complaint: 20091409
  
  I am rejecting this response because:  I was charged that fee without ever being told about it.  I have tried to reach them several times and no one has ever responded.  Therefore, I do not want to work with an organization that said they would only charge $500 and then add on more fees.  My issue with my taxes has been resolved without their assistance and I really want my full payment back but will settle for the money they charged on my discover card without my consent.
  
  Sincerely,
  
  ************************* ****

  

  Business response

  09/18/2023

  This client charged back the fee for the services rendered after the work was completed? Here is who we spoke with on behalf of the client:

  
  IRS AGENT NAME; *************
  Badge ID #**********
  
  TOTAL BALANCE DUES; $ 18,645.17
  BREAKDOWN YRS / CSED
  
  MFJ 2017 $10,062.49 11/19/2028
  MFJ 2018 $8,582.68 12/23/2029

• Initial Complaint

  05/17/2023

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  Legal Tax Defense is ********* Services. I contacted this company for tax services (Vercy). I have paid this company $****** to assist in consolidating my past taxes. I was in contact with 5 different people from this company (Vercy) over a period of 11 months. I received letter of garnishment from the *** so it prompted me to call them. When I called (Vercy) the numbers had been disconnected and all emails went unanswered. My credit card company was able to find a new contact number at Vercy which is Legal Tax Defense. No services were ever completed and they have not communicated to the State or *** until now. I am out ****** dollars. The Legal Tax defense is ********* taking money for services and never completing the job.

  

  Business response

  05/27/2024

  ***** looks like you are contacting the wrong group if you are looking for a refund. Or are you looking for customer service? We will connect with you shortly to assist you.

  Customer response

  05/28/2024

   
  Complaint: 20067958
  
  I am rejecting this response because: ************ is a SCAM!! I sought out services for legal tax assistance. The company switched their name to a new company with all the same employees. My BBB complaint was followed up with said company with malicious intent and EXTREMELY aggressive behavior that scared me. The phone call asking for my refund was one of the scariest moments in my life. No attempt has ever been made on this companies part to help in anyway except spend my money.  ************ stole $14,000.00 dollars to assist in paying off previous tax liabilities. I had paid for services that were NOT rendered. It is now 2 years later and this company still has not contacted the *** on my behalf. THIS COMPANY IS SCAM!! I felt my life was in danger with this company since they hold all of my personal information.
  
  *********************

  

  Business response

  06/12/2024

  These allegations are false we have proof directly from the ********** of ********* We cant make this up. Please contact us so we can rectify your matter. One of our colleagues will be reaching out to you shortly as well.

*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. ↩