ComplaintsforIdeal Tax

• Initial Complaint

  02/27/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  IDEAL does not have an on-line portal in order to keep track of status; and IDEAL promised to file my 2022 taxes and 2023 taxes; and IDEAL do not respond to my emails or return my phone calls;IDEAL now tells they will not do anything until I paid total $2,885.44.I have paid IDEAL total $1,500.43

  

  Business response

  03/12/2024

  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. Regarding your initial concern, you're correct; we don't currently have a client portal in place, but it's in the works. From our records, it appears we were handling your taxes, but there was an issue with payment, and you informed one of our clerks that you wished to cancel. Additionally, your case manager, **********************, maintained regular communication with you as per our standard two-week policy. Since you began working with us, we've been responsive to most of your calls, with the exception of one that was received outside of our working hours, although we promptly returned the call. Regarding emails, your latest correspondence expressed gratitude to ********* for returning your call and instructed her to enroll you for filing in 2023. However, before proceeding, it was necessary to clear outstanding dues, which you opted not to do, and instead instructed us to close your case. Please inform us if further assistance is needed; we're eager to continue working with you. Thank you!

• Initial Complaint

  02/27/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I was so happy to feel like someone would help me in my situation. Unfortunately I have had problem after problem. First of all the monthly payments are killing me. I'm going to lose my house or cars because I can't pay the bills. I realize it is not Ideal tax fault for my dilemma. Secondly. The case worker I got never called or emailed me back. I could never talk to anyone. They now are telling me I am getting a new case worker which I have yet to hear from. I want to see documentation on what I signed and need help with the payment. No one is able to help. I even asked for the supervisor and they connected me to my case managers supervisor. No answer only voicemail. If he called back I don't know because I don't answer numbers I don't recognize. And he didn't leave a voicemail. I felt at the beginning they cared but now, not at all. I really don't know what to do. I've tried contacting through email and calling. No success. I realize the *** can come after my property, but I may as well let them because I can't afford the payment now.

  

  Business response

  03/12/2024

  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 reviews with utmost seriousness and strive to resolve them whenever possible. We have thoroughly reviewed your case, including all attempts at communication. It appears that all of your calls were answered, except for one on 2/14, although you were promptly called back thereafter. Additionally, according to our records, your Case Manager, ************, maintained regular communication with you in accordance with our two-week policy. Furthermore, our Servicing Director attempted to contact you on 2/6 as per your request, but unfortunately, there was no response. We also note that we have not yet received the information requested from you via email. At this point, the most effective course of action would be to schedule a phone call to review your case and explore how we can improve your experience. We encourage you to reach out to your case manager via email or phone to coordinate the best day and time for us to connect. Thank you! 

• Initial Complaint

  02/19/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I purchased ideal taxs service based on their claim that they could save me a substantial amount of money on monies I owe the irs, and they offered a money back guarantee.Their service is a scam. After I paid them, they could not guarantee that they could save me any money and wanted an additional $3000 to POSSIBLY resolve a $6000 tax bill!

  

  Business response

  03/08/2024

  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 reviews with utmost seriousness and strive to resolve them whenever possible. We conducted a thorough investigation and communicated the findings to you in accordance with our agreement. Since the services were delivered as per the agreed terms, we regret to inform you that a refund cannot be processed. While we are committed to continuing support, trust is crucial for successful collaboration. If you have any concerns, please don't hesitate to contact us. We are available to assist and address any questions or uncertainties you *** have. Thank you! 

• Initial Complaint

  01/24/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I had receive g mails from this company so on 8-14-2023 I called asking for the one advertising in my phone it was *** he was not available so I was transfer to ***** noregua I explain to her my taxes she said it will cost me $395 I said ok the I make the payment on 8-21-2023 talk to her again and she said in a week from that day somebody else will get in touch with me 45 days after I was told that finally I got a call(I had text ***** several times asking what happen I didn't receive any text or call for that matter)so I receive a call from ******************************* saying so you wants to do your taxes of course that is the reason why you and I are talking and I said did ***** gave you my information and she said no I don't talk to her what do you mean you are in the same company yes she replied but we.don't share information Ithen I gave her my name and she said I will have to look into the *** files see if I had some declare money on my name and it was going to take a week isaid ok it didn't happen and two weeks went by until I receive another thing is they have dragged this for long I just don't feel like I was treated with respect it has been to long they lie to me this two women were disrespectful soni just want a refund I have all the text messages save in my phone

  

  Business response

  01/30/2024

  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 the utmost seriousness and strive to resolve them whenever possible. Based on the data in our records, it appears that your case was put on hold due to our inability to reach you. We needed specific documents, but unfortunately, we did not receive them. Consequently, we kindly ask you to contact us so that we can address your concerns. Please email us your availability at **************************************** We are eager to examine your account and explore possible solutions with the aim of enhancing your overall experience with us. Thank you!

• Initial Complaint

  01/19/2024

  Complaint Type:

  Sales and Advertising Issues

  Status:

  Resolved

  More info

  I have miss lead on how charge on help with IRS by Ideal tax

• Initial Complaint

  01/11/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I hired them five years ago, paid on full and they haven't finished anything. They keep trying to cancel my case. I complain, they give me a new case manager, and he or she doesn't do anything and eventually sends me another cancelling notice. This has happened about 5 times now. I would just like a refund or for them to do the taxes they were hired to do.

  

  Business response

  01/18/2024

  Dear *****, Thank you for taking the time to address your issues with us. We would like to apologize for any inconvenience or misunderstanding. Please note that we take all complaints very seriously and we do our best to turn them around when possible. We are eager to clarify any misunderstandings and address your concerns. To facilitate this, we kindly request that you reach out to us at *************************************** and provide a suitable date and time for a call. Your cooperation is appreciated. We are looking forward to speaking with you soon! Thank you!

• Initial Complaint

  12/06/2023

  Complaint Type:

  Sales and Advertising Issues

  Status:

  Answered

  More info

  We had contacted Ideal Tax solutions to help us with our IRS issues. They requested a large down payment which we had made to them in August/September 2023. We had came upon and agreement of $1333 a month for a payment. Shortly after this agreement we ran into a financial crisis with our car. We contacted ********************************* regarding this in September/October 2023 and he was unwilling to work out payments with us. I spoke with ******* again today and he had no documentation on this discussion. We had offered to pay $500 biweekly and this was not even a discussion. Ideal tax has not been Ideal Theyre payments are unreasonable and they are not willing to work with their customers. They are not there to help they are there to take consumer money. We have paid them $2000 with no resolution even with us trying to make an effort to come upon an agreement.

  

  Business response

  12/08/2023

  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 reviews with utmost seriousness and strive to resolve them whenever possible. Based on the information available in our billing records, it appears that ******* attempted to contact you over a span of three months. He successfully reached you on December 6th to discuss the company's payment policies, but unfortunately, you were not willing to comply. We are eager to talk with you once more to explore options for resolution. Please do not hesitate to reach out to *******, as he is available and awaiting your call. Thank you. 

• Initial Complaint

  11/12/2023

  Complaint Type:

  Sales and Advertising Issues

  Status:

  Answered

  More info

  I contracted with ideal tax to review my taxes and work with *** to lower my payment plan on owed taxes. I was told the first phase would cost $295.00 and I would pay upfront, which I did. I was told that my settlement and resolution would be a separate phase and would be under $3000.00 and they would work with me on a payment plan. A week later I received a call from **** who read to me, over the phone, what he said were my taxes due. The amounts he read to me were excessive and far over what I had in my records. When I questioned this, he said to ask my case manager who would be assigned to me within 5 working days. He then told me I would need to pay $8900.00 for them to proceed almost triple what I had originally been told. He said I could pay $1700.00 up front and $853.00 a month for 8 months. He said that I would not be required to pay the *** my monthly payment plan during this time because I was their client and they were working on a settlement. I told him that was the only way I could pay. This was **********. On Nov. 6 my *** payment was withdrawn and bounced because he lied to me. I immediately called him and he had a **** call me to mitigate the issue. **** informed me that **** had lied and he was sorry, He said that **** was not a tax professional but he, **** was. He also told me my case manager was on vacation because My case would not start until the next day. I said it has been 5 working days and he said they didnt count the day I paid the $1700. (Oct.31) I said that was another lie and I wanted my money back and to cancel my contract. He said I dont know about a refund. As we talked further , he said the $1700. Would be non-refundable if I cancel now.I asked how that could be since he was the one who informed me they had not yet assigned my case. No work had been done and they lied to me three times now. I couldnt trust them. He cancelled the rest of my payments but did not refund the $1700. That money needs to be refunded.

  

  Business response

  11/17/2023

  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 reviews with utmost seriousness and strive to resolve them whenever possible.We are currently examining calls and emails pertaining to your case to provide you with a more comprehensive response. Kindly provide us with a convenient date and time for a call by reaching out to us at **************************************** allowing us to address any misunderstandings. Our aim is to elevate your overall satisfaction with our services. We appreciate your understanding and cooperation in our commitment to enhancing your overall experience. We hope to hear from you soon! Thank you!

• Initial Complaint

  11/08/2023

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  They promised to resolve my tax solution. Charged me a big amount of money and didnt get anything resolved which is a scam. I want to file a complaint so they wont do it to another customer.

  

  Business response

  11/17/2023

  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 reviews with utmost seriousness and strive to resolve them whenever possible. According to the information that we have on your case, you contracted our services for an Installment Agreement, and we presented to you the recommended resolution. However, you mentioned that affording it was a challenge and were not willing to move forward. It's important to note that we've diligently worked on your behalf, maintaining consistent communication throughout the process. The assertion that our services are a scam seems unwarranted, as we have conducted ourselves in good faith. We appreciate you reaching out to us and thank you for considering our company to fix your tax issues. We are willing to continue working with you and are here for any question you *** have.

  Customer response

  11/20/2023

  I was contracted with the *** and agreed to make a payment plan for $1000 a month before IdealTax worked with me. Paying IdealTax $16000 to help resolve the *** issue and hope to lower the payment plan where I can be comfortable. After Contracting with IdealTax they didn't help resolve but pushed the case for the longest time after a year. After talking to manager case ***************************** from idealTax saying I have to pay $2000 payment plan. They took the money and didn't resolve the problem and inhabe to make a payment of $2000 instead of $1000 a month to an ***. If that is not a scam what is? 

  

  Business response

  12/08/2023

  Dear ****! t's important to note that we've diligently worked on your behalf, maintaining consistent communication throughout the process. The assertion that our services are a scam seems unwarranted, as we have conducted ourselves in good faith. We requested your contact, but unfortunately, we haven't received it yet. Effective resolution of your complaint requires communication. Kindly get in touch with your assigned case manager at your earliest convenience. We are committed to addressing and resolving your concerns promptly. We appreciate your cooperation!

  Customer response

  12/11/2023

  After all the poor customer service you treated me I wish not to continue with Tax Idea solution company anymore. I wish to have a refund done asap. Thank you 

• Initial Complaint

  11/08/2023

  Complaint Type:

  Order Issues

  Status:

  Answered

  More info

  I hired this tax firm based out of **. I explained my situation and I was elated to hear that they will help me as they have helped many clients with similar issues. At first, I did not accept their help due to I had to pay $*** for them to take my case and the agent I was speaking to stated she does not know what the cost afterwards would be. She assured me that usually its around $**** to $**. I would get constant calls from that same agent trying to win my business but ignored them. I then received correspondence from the *** so I decided to hire Ideal Tax Solutions. A few years back when I first registered to the *** site to see my taxes the total it showed I owed was over $***. After Ideal Tax finished their first phase, they told me its about $*** and that its going to take $**** for them to help me with this matter. I was livid, upset, frustrated and confused but the agents promised great results that they "reduce *** debt substantially" and I had no choice but to go along with it. After I agreed to pay $*** a month which was overwhelming, I started dealing with ******* *******. The process took over 1 year to come to resolution which the resolution was my taxes is not over $*** and they have negotiated with the *** a payment installment of $**** a month. Needless to say I was furious, spoke to an account manager the review call recordings and got nowhere. I recently contacted the *** a the end of September, 2023 to get my tax issue corrected and to understand why the amount jumped. I informed the *** agent I hired a firm to address this matter. I was not surprised when I was told, "sir there has been no one or firm or company inquired or amended or abated on your behalf". I've copied and paste a few emails correspondence from Ideal Tax in ** **** saying they're working with IRS on my behalf. I've also attached a copy of the contract i was forced to sign. I was sent the contract while on the phone with agent telling to just sign and she'll explain it.

  

  Business response

  11/16/2023

  Dear ****! We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Please be aware that we treat all reviews with utmost seriousness and strive to resolve them whenever possible. Based on the information in your case notes, you contracted our services for an Installment Agreement, and we subsequently crafted a proposal for your consideration. Yes, we took our time because we want to make sure we get you the best outcome possible. However, once we finished our work and were ready to move forward, your case was put on hold as we did not receive confirmation from you regarding your decision on the proposed agreement, despite presenting you with three viable options. With that said, we did our work and at that point it was on you to decide how you wanted to proceed. Lastly, it should be clarified that we do not compel clients to sign contracts; rather, we give them the opportunity to review and approve any documentation. At this point, we would welcome the chance to schedule a call with you to address these matters and provide further insights into this matter. Please feel free to coordinate a suitable time and date for the call by emailing us at *************************. Our goal is to enhance your overall experience with our services. Thank you!

  Customer response

  11/16/2023

  Hi, thank you for your response. As I stated to the manager I spoke with, I was led by the beginning agent as far as the results which forced me to sign the contract. I have always been able to call the *** and make arrangements, why would I pay you about $**** to make payment arrangements, that makes zero sense. I called the ***, NO ONE or company abated or worked on amendment as you all mentioned y’all was doing. I’m a senior call center manager, calls are monitored, I assured that manager to pull the call as he was calling me a liar like you are. I just want my money back. 

  

  Business response

  11/17/2023

  Dear ****, You're welcome! As previously mentioned, we would appreciate the opportunity to arrange a call with you to discuss these issues in more detail and offer additional insights. Please feel free to give us a convenient date and time for the call by reaching out to us at *************************. Our aim is to improve your overall experience with our services. 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. ↩