ComplaintsforTax Advocate Group, LLC

• Initial Complaint

  10/25/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I called the Tax Advocate group on 10/19/2021 to see if they can help me with my tax issue. I spoke to ***** ******** and he quoted me a price of ****. I was approved for a loan through their 3rd party lender. During the conversation with ***** he stated that if you choose not to do business with us you can cancel at any time. ***** then transferred me to Will Gardner and then they said they needed to do more services and it was going to cost a lot more than what ***** told me. I told Will that I needed to think about it and I can't afford that. The price suddenly changed and that's when things began not to feel right about doing business with them. I told them to let me think about it. 10/22/2021 I spoke to Will again expressing that I don't want to continue with this process. He transfered me to another representative and they tried to convince me to continue on with the process and I told him no and then that guy said he will send an email to cancel it. Then I received another call from Greg Allen and he tried to convince me to still continue on with the process but it was more of an intimidating way. He kept cutting me in the middle of my sentences and then he said they will just cancel out the contract since it's in the grace period still. Today 10/25/2021 no one is answering my calls except ***** ******** and now he is giving me the run around. He gave me a phone number to the resolution team ************ and they said they will put me through to the billing team and it will be 5 to 10 minutes. 45 minutes later they have had me on me hold and they are giving me the run around as well. I am feeling now they are trying to scam me out of my money and are not trying to help me at all. I just my loan to be Fully canceled for the full amount. I tried contacting the Loan company numerous times as well they the Tax Advocate Group would have to tell them to cancel out the loan and they have not. I have tried to the Loan company United Consumer Financial Services tha

  Business response

  12/14/2021

  Business Response /* (1000, 8, 2021/12/02) */ Please be advised that this client's case has been cancelled per their request and loan was cancelled as well. The case is fully closed on our end, thank you.

• Initial Complaint

  10/21/2021

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  I hired these guys to help me solve my IRS tax debt. Early on they spoke about being able to solve my tax debt and asking me to allow them to have power of attorney to sign on my behalf. It was my understanding from the IRS that my tax debt was $***. I've paid these guys $*** and all I'm receiving from them is a letter on their letter head stating my case is in CNC. I looked that up and from what I can determine, it means it's in "currently not collectible". Which means that can stand for 2 years and they can come back after me again. No one discussed this with me before hand, nor was it explained to me afterwards. As a matter of fact, I received the letter informing me of the state of my case after I called on numerous occasions and got no answer. It was when I called number I got off the BBB website and threatened them to reach out to you about this Case, is when I got that CNC letter. I've paid them that money last year and I'M NOT EVEN CLOSE TO BEING SATISFIED WITH THIS OUTCOME, THIS COMPANY OR ITS REPRESENTATIVES! They will not return my text messages, phone calls or emails. In addition, the one letter I received from them stated the were revoking the power of attorney. Our original agreement was for them to walk with me for the next 2-3 years of tax returns as well. Now they will not return any of my messages. And trust me...I've been extremely respectful in my communications and I don't deserve to be treated like I'm a bother, especially since I've paid *** on a *** debt! I would like my funds returned and I'll seek more competent and reliable help my self. Please help? Thanks

  Business response

  02/22/2022

  Business Response /* (1000, 5, 2021/11/09) */ Please be advised that we have spoken with Mr. ******** directly regarding his case and concerns and have resolved the matter. We will be communicating with Mr. ******** further. Thank You Consumer Response /* (3000, 7, 2021/11/22) */ (The consumer indicated he/she DID NOT accept the response from the business.) After I filed this complaint, I was contacted by a representative and she said someone should have explained what steps they were pursuing to resolve my IRS issue. She went on to share that there are some taxes that need to be filed, so that they can move forward in resolving my tax issues with the IRS. I'm still not clear on what "currently not collectible" status is or means, as it relates to resolving my tax debt with the IRS. In the letter sent to me...it states my tax issue will stay in this state until it expires. None of this, then or now, has been clearly explained to me, as to what that really means. Whether my tax debt is fully dealt with and Im free from this tax debt. I'm under the impression that I've paid nearly $*** on a *** debt that has not been fully resolved so I can move on with my life without having this burden over my head. So, no, I'm still requesting help to get to some solution that completely solves my tax debt and gives me an opportunity to receive refunds, if I'm entitled to them. Business Response /* (4000, 12, 2022/02/04) */ We have been working on Mr. ******** case with the IRS, there was several steps that needed to take place . We had prepared missing tax returns for Mr. ******** to bring him up to compliancy then tackling the balances. We apologize for the delay, unfortunately the pandemic has affected not only the IRS but our processes as well. We look forward to resolving this in a timely manner

• Initial Complaint

  10/17/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  The acount tracking # is ***** .The date is 9/16/2021. I have enclosed a copy of The Service Agreement. The first time they contacted us ,they said they can assist us with preparing and submiting an Offer in Compromise to IRS (see Section 2 of service agreement ) and their fee will be a total of $********. Later , when it came to actually sign the agreemnt ,they increase the amonut to ******** with an intial depoit of $******** which was paid on 9/17/2021 . No terms on montly payment were specified or agreed upon, on how the rest of the ********0 was to be paid . We just noticed ,Tax Advocate Group has withdrawn an additional $300.00 from our cheking acount as of today . I made a phone call a few days later and soke to ********* as to clarify our montly payment amount . She transfered me to a man who did not tell me his name. He said that the only way they can continue to help us is for us to pay an additional********* . I did not agree. & is the last time I heard from them .

  Business response

  07/20/2022

  Business Response /* (1000, 8, 2021/11/05) */ Please be advised that we have reached out to Mr. ****** directly regarding his concerns. Mr. ****** contracted our company to assist with his tax matters and the original Service Agreement was signed by Mr. ****** along with the credit card payment authorization form outlying the payment schedule and amounts to be paid. Mr. ******'s case is very much active, we have filed out power of attorney forms with the IRS and are awaiting the updated detailed tax report. We have sent a questionnaire packet that we need to be returned so we can move forward with the resolution. Thank you and we look forward to resolving this in a timely manner.

• Initial Complaint

  10/15/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  This company contacted us by mail in Feb. of 2020. I called the number and spoke with an attorney that was very impressive in what they could do for us, and the reduction of what we owe. We sent $**** that day and wasn't contacted for a couple months. when they did they wanted to close all of our retirement accounts. We couldn't do that and they said they would get back to us. I contacted them in Nov. was on hold for an hour then was told someone would call back. That never happened. the next contact was in Feb 2021 and was told to continue representation they needed $**** and the case should be done in a couple months. sent money that night. Called in May and was told the IRS was slow to respond but will be done by Sept. Called in Sept. and was told matter of fact that no one should have told me that it was going to be settled and that it would be a couple more years. and there is nothing they could do about that. I owed $****** in taxes and now its up to $******. customer *****

  Business response

  11/08/2021

  Business Response /* (1000, 8, 2021/11/08) */ Please be advised that we have reached out to **. ***** directly to get this matter resolved. We have been working on **. *****'s case, unfortunately due to COVID the IRS processes has been affected. **. ***** contracted our company to assist with his IRS tax matters and we have been working on finalization of resolution along with submitting a Penalty Abatement request. We will be in continued communication with **. ***** and we look forward to getting his resolved shortly. Thank You Consumer Response /* (3000, 16, 2021/12/28) */ ***Document Attached*** After 2 years and $**** later and filling this complaint with the BBB I received this letter from the IRS that they set up a payment plan for $1500 a month until my entire balance is paid in full. I had to go to a local attorney to get my lien removed because they had told me it would take 3 months. The local attorney had it removed in two and a half weeks, and paid him $135. When I went on the IRS web site I could have set up a payment plan for $650 a month. This company did nothing for me and lied about the communication with me. I saved all the communications with them to my phone. 3 times in two years, 1 was when I filled this complaint and it said to call them back, and never got a response from numerous voicemails, and the other two were that I needed to send money. This is the biggest scam I have ever seen. I demand restitution for all the money time and aggravation from dealing with this supposed law firm. Business Response /* (4000, 18, 2022/01/05) */ Services had been performed on **. *****'s case, an installment agreement had been set up with the IRS to bring his case into good standings. As stated before the process of the Penalty Abatement Petition began as well. Although we assisted **. ***** and services had been performed, our client's satisfaction is very important to us so per his request we will cancel his case and start the cancellation and refund process. **. ***** will receive an email with the cancellation documents. Thank you and we look forward to getting this matter resolved.

• Initial Complaint

  10/15/2021

  Complaint Type:

  Customer Service Issues

  Status:

  Resolved

  More info

  I contacted these people about getting my taxes taken care of. I paid initially $**** for their service. All seemed ok at first but then I learned about a lien. After talking to them because I was looking to buy a house, they said they can get the lien removed but for another $****. So I paid. They said it would be removed in a few months and plenty of time to buy a house. Luckily on their part we had to stop looking. So it was no rush at the time but I informed them that I will be buy before the end of the year. Let me add as well that I do not get any kind of updates. My email and phone calls go unanswered. David Knight whom I've been dealing with doesn't call me back. I did get a call from someone else needing me to sign paperwork in which I did and they even ensure me they would have the lien taken care of. Here it is I'm buying a house and still no word from them. I can't get any information out of them. I paid them ***** to work for me and it's been a year and don't know anything

  Business response

  10/20/2021

  Consumer Response /* (2000, 6, 2021/10/19) */ They contacted me right after I submitted this. I am satisfied with their connection with me.

• Initial Complaint

  10/12/2021

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  I called the tax advocacy group number that was listed on their commercial,I spoke with mr ************ I explained my situation,he assured me that the company could help me,he gave me the price that it would cost and transferred me to ***********************************,I was approved for the amount to pay TAG,I was told by mr ****** that he would speak with the it's and that there tax Levi I had would stop,I was to request and file my taxes I hadn't filed,at the time I only had a state levy,now I have a federal levy now to,I also have a loan payment to the ***************,that I can't afford to pay,mr ****** nor anyone else will answer my calls,I have left numerous messages on his voicemail,I've spent ************ dollars to file my taxes,is this a fake company

  Business response

  01/12/2022

  Business Response /* (1000, 5, 2021/10/19) */ Please be advised that we had already begun the process of preparing the tax returns for ***, we had been waiting on getting the wage and income information from the IRS for finalization. Now that we have the wage and income we will be finalizing the returns. As part of the resolution process with the IRS a taxpayer must be filing compliant before any further processes can take place as per the IRS. We will be reaching out to *** with the returns shortly. We thank you for your time and look forward to resolving this in a timely manner. Consumer Response /* (3000, 7, 2021/10/25) */ (The consumer indicated he/she DID NOT accept the response from the business.) I was instructed by ********* in June to file my taxes,he had some of them sent to me,the others I requested myself ,I filed some of them in July,some of them in august,I paid **** dollars to get this done,the irs has already processed some of them,I just need TAG to give the loan company their money back,instead of me having to pay it for service that I didn't receive thank you Business Response /* (4000, 9, 2021/11/02) */ As in the responses stated, returns had been prepared and those would need to get paid for as the services were performed. The ****-**** tax returns had been prepared and sent to the client. We ask that *** reaches out to Customer Service directly to get this matter resolved further. Thank you and we look forward to getting this matter resolved. Consumer Response /* (4200, 11, 2021/11/11) */ (The consumer indicated he/she DID NOT accept the response from the business.) I spoke with ************ on June 1,2021,I was transferred to the loan company,immediately approved for a loan to cover TAG helping me with tax problems,I filed ********** taxes on July 15,I filed ************* on September 4,******************** have all been processed by the irs,it took 5 months,a state and federal levy and a better business complaint to get anything done by you all,your company stopped answering the phone calls,messages wer left on the number that I reached ***** ****** on the first time,with no response,I called the ************ and let them know what was happening they gave me a number to call with no answer I did this before contacting the better business bureau,I need the money paid back to ******** ******* that you all received,the person I paid to complete my taxes took 2 days to file those years,and you all took 5 months t file a partial of them,would it have been longer if I hadn't contacted bbb,and a lawyer

• Initial Complaint

  10/11/2021

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  I owed ***** in taxes after a filing mistake in 2016. I received mail from the Tax Advocate and after contacting them they said they would get the debt eliminated but I had to pay them *****. I set up payments and over the next 7 months paid them ****** They kept telling me the IRS was slow due to COVID. I repeatedly couldn't get ahold of the IRS. Finally another person from this company contacted me & said he was getting it resolved but I needed to take out a loan for another ***** and they would pay the IRS. This was a blow to me as I had lost my job due to COVID and couldn't afford more payments. Since I had already paid them ***** and still owed the IRS ***** I went ahead and did this. The ***** loan went to them and they were to pay the IRS who would then forgive ***** of what I owed. This did not happen and as I was unemployed most of the year, only working part time I was to receive a ***** tax check which the IRS kept since the Tax Advocate Group had done nothing.

  Business response

  11/22/2021

  Business Response /* (1000, 8, 2021/11/04) */ Please be advised that we have reached out directly to Mr. **** regarding his case and concerns. We have been monitoring his account with the IRS through the case and believe we can get this matter resolved. We look forward to speaking Mr. **** further. Thank You

• Initial Complaint

  10/05/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  In January I Hired the Tax Advocate Group to help resolve my Tax issue. I paid $500 down payment directly out of my bank account. **** said that he was going to apply for a loan and get it denied to help my case with the IRS. Even though I used electronic signature for my agreement with the lawyer, I never signed anything with a bank. A loan was issued in my name and paying the lawyer without my knowledge with payments being taken directly from my bank account The law group then said that everything was resolved with the IRS, but insisted that I agree to let them monitor my taxes for 5 years for an extra fee, which I refused. No work was ever done on my account until I took care of it myself. Several members of the firm have repeatedly LIED to me saying that they successfully took care of the matter. They refuseed to provide copies of any paperwork to me, and now they won't even return my call or refund my money. I want a complete refund of ALL the money they have been paid.

  Business response

  11/22/2021

  Business Response /* (1000, 8, 2021/11/03) */ Thank you for the notification of the complaint filed by Mr. ******. Please be advised that we will be reaching out to Mr. ****** directly to get this matter resolved as we take our clients concerns very seriously. Thank you

• Initial Complaint

  09/22/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  My case# with tax group is ********* I paid Tax group $2000 in the beginning of 2021 to help settle my 2018 and 2019 tax depth with the irs and they charge another 1500 to file and include 2020 returns the year almost over with and the irs started to take action so I call the irs to see what was going on and they say 2020 taxes has not been filed and there was no extension filed so I filed 2020 on my own cause irs was giving to October of 2020 to file Tax group has not done anything to help me with irs they just took $3500 they have you on 30min+ waiting calls just to come back to the phone and say they will reach back out with paperwork for me to sign but they never call or email back I just want a refund of my $3500 cause every time I reach out to take asking for my refund they either hang up or say someone going to reach out to me in regards to my refund but no one never reaches back out I do have bank statements showing that I paid Tax Group on two separate occasions

  Business response

  08/10/2022

  Business Response /* (1000, 5, 2021/09/29) */ Upon learning of client's dissatisfaction with our firm, we reached out to the client to give him a status update and let him know the timeline of his case. He understood, but claimed he had hired someone local. We therefore issued a refund.

• Initial Complaint

  09/16/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I am trying to resolve past tax issues and was directed to this law firm through the IRS website. Now I am being told I am behind in My payments when My records show I have paid faithfully each month. Then I am told I was talked to about this. After reading the comments here about Them I am in fear of being scammed out of My money. I paid ****** initially, and $166. monthly beginning in April. If this is in fact a scam I would expect a full refund to be honest. With the fee They are charging I could clear up My tax dept completely. I see nothing being done to resolve My issue and feel it may never actually take place

  Business response

  12/16/2021

  Consumer Response /* (-5, 11, 2021/10/15) */ To let You know, I mentioned that the one payment went to the National Tax Advisory and now They state that I am caught up on My payment Consumer Response /* (3000, 19, 2021/12/10) */ You say the case is closed and resolved. My question is, do I continue making payments? I do not want to default by breach of contract and lose all I payed out by not continually paying My monthly payment Business Response /* (4000, 21, 2021/12/16) */ Per ******* request we will go ahead and cancel the remaining payments. Thank You Consumer Response /* (****, 23, 2021/12/21) */ (The consumer indicated he/she ACCEPTED the response from the business.) I accept due to the manner in which I was handled, by telling Me I was late when I clearly was not plus the attempt at one point to withdraw from My account ******* I am curious if I do in fact receive what I had paid Them in full as well Consumer Response /* (3000, 28, 2022/01/02) */ I have yet to see any refund from these People. I have in fact paid Them over $****.and really would like a full refund. I hope it is a slow payment on Their part Business Response /* (4000, 30, 2022/01/12) */ We have submitted the case for cancellation, per the client's request. ***** will receive the cancellation documents via email. Thank You Consumer Response /* (3000, 28, 2022/01/02) */ I have yet to see any refund from these People. I have in fact paid Them over *****.and really would like a full refund. I hope it is a slow payment on Their part Business Response /* (4000, 30, 2022/01/12) */ We have submitted the case for cancellation, per the client's request. ***** will receive the cancellation documents via email. Thank You Consumer Response /* (3000, 38, 2022/03/01) */ I have heard nothing from these People since They said I would be contacted. I am out over $2000. I guess. I would have never went after Them if not for the attempt to charge Me *****. one month, that and saying I was late when I surely was not. I appreciate the BBBs help in this matter and hope They come through with some money for Me. Business Response /* (4000, 40, 2022/03/02) */ Please be advised we have resent the Severance Agreement to *****, thank you and we look forward to resolving this matter. Consumer Response /* (2000, 43, 2022/03/12) */ (The consumer indicated he/she ACCEPTED the response from the business.) I am so far pleased with Their response. They stated that within ten days I would have a full refund, that would have been Yesterday, but as of yet I have not received anything from Them at this point. I will wait until Tuesday to see if anything comes in the mail. If not I will let You know. Consumer Response /* (3000, 48, 2022/03/15) */ I told You I would wait until Today to see if I received a check from these People, it should have been here Friday according to Them. I have not received anything as of yet, I hope it's just slow mail. Business Response /* (4000, 50, 2022/03/17) */ The refund check was issued, thank you.

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