Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. 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.

• Initial Complaint

  Date:12/07/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I hired the Tax Advocate Group (TAG) on 04/17/2024 and paid them $7500 to resolve Tax issue of $77,000 with the **** Unfortunately, Mr **** ******* from the Tax Advocate Group (TAG) demanded an additional $15, 676 to continue my case. Money, that I do not have. I have no other option than to dismissed them as my representatives. I email Mr *** ******* on Oct 27, 2024 about getting a partial refund of $3750. They refused. I believe that I am entitled of at least half $3750 of the money that I paid $7500 for the little work that Tax Advocate group did.

  Business Response

  Date: 12/10/2024

  We here at the Tax Advocate Group take consumer concerns very seriously.  Upon receiving this inquiry, we immediately reached out to the consumer to hopefully resolve this issue.  We have yet to hear back.  Consumer, please call us at ************.  Thank you!

• Initial Complaint

  Date:12/05/2024

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  This company took ***** dollars from me to clean up my taxes. One month ago I recieved a certified letter irs demanding almost ********. I called them and they said we need ******* more dollars to fix this only to find out they have done nothing with my taxes. Took my money and did nothing. Please I need help this is criminal what they did. I want my money so I can hire a company to help me fight my problem.

  Business Response

  Date: 12/05/2024

  Client has signed a refund agreement, and the issue will soon be resolved. 

• Initial Complaint

  Date:11/06/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  7 Oct 2024 I submitted a Demand for Payment to Tax Advocate Group. (see attached letter) which has an outline of everything that took place.Tax Advocate Group never provided any services but led me to believe they had everything taken care of until my pay was garnished.

  Business Response

  Date: 11/13/2024

  We here at The Tax Advocate Group take consumer concerns very seriously.  Once we saw this consumer had an issue, we immediately asked out concern handler to reach out.  We have sent the consumer a refund agreement and hope this satisfies her concern.  

• Initial Complaint

  Date:11/06/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  ***** this company to resolve my tax situation. They led me to believe that they would resolve the situation and got me a loan fir******$ And they got the money and less than 3 years later I am receiving letters from ***. Demanding money on a case that was described to me as taken care of. And now 2 days ago I received a certified letter from the *** demanding 5,600$ called Tax Advocate Group And they said yes we need 7,500$ more dollars to fix the problem. This is nothing more than a scam. And I did not give them anymore money. But they did steal ******. With nothing taken care of.

  Business Response

  Date: 11/07/2024

  We here at the Tax Advocate Group take consumer concerns very seriously.  Upon receiving this inquiry, we immediately reached out to the consumer to hopefully resolve this issue.  We have yet to hear back.  Consumer, please call us at ************.  Thanks

• Initial Complaint

  Date:10/22/2024

  Type:Billing Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  In August 2020, this law firm reached out to me claiming they would resolve my *** and State ******************* debts. Initially they requested/received a $3,000 cash down payment, then an additional $1,417.50 in cash (which they set me up with one of their in-house loan companies, ************************. At this point they received a total of $4,417.50 then I was required to set up auto-withdraw ($250) from my checking account every month from Nov. 2020 thru April 2024 totaling $10,250 + $4,417.50 = $14,667.50, then on 04/16/2024 another $7,500 for payments or Hardship Offer totaling $22,167.50. However I have received a Balance Due Notice from FTB dated 09/20/2024 for a balance of $31,667.45 in addition to IRS Balance Due Notices dated 09/23/2024 & 10/07/2024 for a balance of $2,139.02 due by 10/28/2024. I have sent them the documents asking for a return phone call. It was my understanding that after the final payment of $7,500 to the *** and FTB, my tax debts would be resolved as promised. Additionally they stated in accordance with *** rules Tax Advocate would be preparing my taxes for the next 5 years? I have tried leaving voicemails, text messages and emails with only 1 response which asked me to contact them again (which I did) with no response. Until this date 10/12/2024 I have no idea if I need to pay these tax agencies or not. Are my debts with the *** and *** completed resolved as they agreed? Are they going to comply with doing my taxes for 5 additional years? To whom and to what phone number do I use to communicate?

  Business Response

  Date: 10/22/2024

  We here at Tax Advocate Group take consumer concerns very seriously.  Once we received this concern, we immediately reached out to this consumer and resolved the issue.  We are grateful to the BBB for allowing consumers a forum to help resolve issues with businesses looking to be better. Thank you.

  Customer Answer

  Date: 11/16/2024

   
  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

  Date:05/31/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I was first contacted by Tax Advocate Group LLC by phone solicitation on December 22, 2023. The initial rep asked if I would be interested in speaking with someone concerning getting rid of back taxes owed to the *** and I agreed to speak with the next person. I was then transferred to Mr. ******************** He explained what their company offered and what they can do for me. He asked a number of questions concerning my personal information, bank accounts for me and my husband, finances, expenses, permission to access credit report as all of this would be needed to present case to *** in the Fresh Start program etc. He said he would immediately get the *** to stop the monthly payments of $300 for past taxes owed. After all the questioning he said it would be $3,500 for the services and I agreed to received the help and paid the amount on my credit card (proof of payment attached). They sent over a docuSign for me to sign up for additional monies to be taken from my account, which I DID NOT sign. (Proof of DocuSign email attached) I wanted to attach a copy of the DocuSign but I no longer have access to it. Despite I did not sign the DocuSign the company still posted an additional monthly payment of about $80 but my financial institution disputed refunded it. I am not concerned about that as I got the money back. I have tried to call Mr. ******************* by Phone 4/9, 4/11, 4/19 and email on 5/2 (attached) with no response to date. I would like to have a refund of my $3,500 as I have not heard anything from them by phone, mail, text or email. The information I have for Mr. ******************* is Phone# ************ and his email: ************************** Please help and thank you very much

  Business Response

  Date: 06/21/2024

  Upon receipt of this complaint our company reached out to the client and addressed her concerns. It appears there was a miscommunication that caused an extended period of no contact. We gave client the choice between honoring the contract for service or refunding her the fee paid per our customer satisfaction policy. We await her decision though she has indicated that we have already resolved her complaint.

• Initial Complaint

  Date:05/10/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On November 30, 2023, I forwarded $11,205.00 to Tax Advocate Group (TAG), Years ago I had retained this office in connection with a 2016 tax arrears claimed by IRS. Ultimately, on 3-1-24 I paid IRS in full for the entire arrears claimed, in the absence of any progress made towards a resolution by TAG, despite them having my case since approximately 2019. That I had paid TAG $11,205.00 on 11-30-23, for the preparation of tax returns for the periods of '22 through '27. Up to that point I had been paying TAG monthly (via debit from my bank account) but I was told that said $11,205.00 payment constituted full payment and that said monthly debits from my bank account would stop. Inexplicably, however, TAG, through its vendor, UAS Accounting, continued to deduct $246.69 in monthly payments for December, January and February of 2023, When I attempted to reach TAG about this (specifically, ***********************), I received no response back. I had to instruct my bank to block such debits.After making said $11,205,00 payment, I did not hear back from TAG until mid March of 2024 when I received an e-mail from ********************* indicating that he needed to speak with me concerning "an urgent tax matter." I then both e-mailed ************** back and called TAG's office multiple times, without being able to communicate with **************. On April 5, 2024, upon calling TAG yet again and being told that ************** was "on the phone with an IRS agent," I demanded to speak to someone. I was forwarded to an individual named "******" who proceeded to blame my "neglect" for my current situation. ****** also couldn't tell me what had been done recently on my case essentially because nothing had been done. Based on this communication, I demanded a refund of my $11,205.00 paid, as it is obvious that this entity cannot help me in my situation. To date, I have received no response to this demand, despite TAG having not performed such services. I am clearly entitled to such refund in full.

  Business Response

  Date: 05/15/2024

  As a service based company, the satisfaction of our clients is of the deepest importance. It has come to our attention that ******************** was not treated in the manner befitting of our organization, and the offending party has been let go. We have reached out directly to ******************** and hope to have this issue taken care of shortly.

• Initial Complaint

  Date:01/27/2024

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On September 27th, I entered into an agreement with this company to represent me as they told me they can get my tax obligation lowered. I not only paid them $18,500 to settle my tax obligation, but also had to pay an additional $4500 (monthly payments) for their services. Every status update I request, all they do is transfer you from one supervisor lawyer to another. They have done absolutely nothing on my behalf. Not only am I out of $18,500 and $4500 for their services, but I'm still paying my monthly IRS payments, for which they told me would STOP as soon as we entered into our agreement. I'm completely feed up with them, as they have done absolutely nothing on my behalf with the *** since I've signed the agreement and paid money (seven months). I want all my money ($18,900) I've paid them to settle with the *** and a refund for the monthly payments for their services and an immediate HALT to those payments. After 2.5 years, not one attempt to file an Offer In Compromise on my behalf from this company, I have been taken for a total of $24K.

  Business Response

  Date: 09/20/2024

  Tax Advocate Group takes consumer concerns very seriously.  In this particular case, we have tried numerous times to work this conflict out with this consumer.  We have offered a refund to consumer that he rejected.  Not sure what else we can do.  We would love to try to work this out, but consumer has to state what they want. 

• Initial Complaint

  Date:01/24/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  they contacted me by phone for their services and somehow they signed me up for a monthly auto withdraw on my checking account. so far i have not received a single call or letter for what they are doing. i want to end this service but they do not have a easy way to contact them that i am able to understand. so far they have took $250 of my money in the month of December alone.

  Business Response

  Date: 09/20/2024

  We here at the Tax Advocate Group take consumer concerns very seriously.  I would love to try to resolve this issue with this consumer.  We will reach out asap.  

• Initial Complaint

  Date:01/04/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My husband and I contracted with Tax Advocate over 2 years ago and have been awaiting a response to their filing a Tax Penalty Abatement on our behalf. The required 843 forms were completed and email to their processing support email address on June 22, 2023. Subsequently, we've reached out and spoke with their customer support team on August 1, 2023, and again on October 3, 2023. On both occasions we were advised that they were awaiting a response to our appeal from the *** and that there was usually a lengthy time frame to receive a response but to continue checking in for a status update. Today, December 4, 2023, we again reached out for a status update only to be told by ********* ********* that they had sent us multiple requests to our email addresses to complete the 843 forms. Ms. ******** was informed we had not received any additional email requests from the Tax Advocate, and we had sent the signed forms on June 22, 2023. After resending the forms, Ms. ********* then tells us that they require a wet signature. This was the exact question asked of her counterpart *** ******* on June 21, 2023, and advised no, before emailing the signed form to their Processing Support email. We are appropriately unsatisfied with Tax Advocates' failure to manage our account in a competent and time-appropriate manner. Further, when we asked to speak to a supervisor, to discuss our reasonable dissatisfaction, Ms. ******** became rude and placed us on hold without the benefit of a response leaving us on hold for over 20 minutes, all recorded, until we disconnected the call.. In the final act of unprofessionalism, when we called back, Ms. ******** answered the call again, this time placing us directly on hold. At no time did *** Caldoron acknowledge Tax Advocates' failure or offer anything to expedite a solution. Tax Advocate has been negligent in it's oversight of this extremely distressing circumstance.

  Business Response

  Date: 09/20/2024

  We here at the Tax Advocate Group take consumer concerns very seriously.  I would love to try to resolve this issue with this consumer.  We will reach out asap.