ComplaintsforAnthem Tax Services

• Initial Complaint

  07/10/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I hired this company and paid $4600 based on the amount that I owed. I ended up paying half the balance and they resolved the rest. After paying, I was told by my account manager that I should receive a refund because the balance they were working on was lowered. It has been over a year and no refund. Additionally, they tried to justify keeping the difference by saying they had to separate my account and thus, they should keep the difference because there would have been a fee to do this. I asked what's the fee? They had no answer. Additionally, there was no discussion or agreement with this. Their service was good for the balance they worked on, but they owe me a refund.

  

  Business response

  07/17/2024

  We believe we resolved this issue with consumer. 

• Initial Complaint

  06/18/2024

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  I hired Anthem Tax services to help me with a large tax bill. I paid them $3,200.00 on 4/23/24. I spoke with E*** ******* and he requested a copy of my Tax return. I sent him the tax return as requested. several weeks went by and I get an email from Eric asking for my tax return. I reply telling him that I have already sent. I hear nothing so I call the office and ask for Bradley. I am told that he is out on a Leave of Absence and that someone is supposed to call me. This is a scam operation! They took $3200 and provided ZERO services. Now the IRS is accruing daily penalties because they told me NOT to work directly with the IRS! Its as if they are creating the problem for themselves to fix!

  

  Business response

  06/25/2024

  We are currently working with this consumer to try to resolve this issue. 

   

  Thanks

   

• Initial Complaint

  06/17/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I requested refund they agreed but have not issued it they want me to ding a firm that would waive my right to pursue further action against them and to file complaints with regulatory agencies and consumer rights groups

  

  Business response

  06/17/2024

  we here at Anthem Tax take consumer concerns very seriously.  We have asked our complaint handler to reach out to consumer.  Apparently, they got disconnected while on the call.  Since then, he has emailed and texted.  We will wait to hear back from the consumer. 

  

  Business response

  06/18/2024

  It's Todd from The Reputation MD.  I am very confused on your response.  I called you.  You answered.  I introduced myself and you hung up on me.  How is that bullying?  How is that aggressive?  At no time did I ever mention removing a review.  In fact, if you know anything about the BBB, complaints cannot be removed.  So, your fabricated story doesn't track.  If you would like to not get emotional and have a real conversation, I would be happy to.  But I will not allow you to spread misinformation.  Want to try this again? 

   

  Customer response

  06/18/2024

  
  
  Complaint: 21854209
  
  I am rejecting this response because: it is not a refund.  They promised a refund. Said they will not refund until I sign a form removing my rights.  This is a blackmail and bullying tactic.  They disputed my attempt to dispute the credit card charges and are trying to force me again to sign their forms waiving my rights. I don’t agree with their refund and I have an issue with their tactics of charging for unnecessary services and their incompetence that caused extra work to be done.  Once I have the refund I will pursue remedies to dispute the amount not refunded. I have told them this and because I plan to alert the IRS and others of their unscrupulous activities  which I verified with phone conversations with the IRS on my account which I shared  with them now they won’t refund me unless I waive my rights to pursue those legally entitled actions.
  having some strange man call me and him repeatedly calling me and texting and emailing makes me full bullied now by 2 business.  
  

  So now you want to belittle my feelings and tell me what I do and do not feel?  
  anthem needs to let the disputes go through
    Or refund me the remaining balance.  There is no need to speak to anyone  they should honor their agreement to refund no strings gs attached 
  Regards,
  
  T*** *****
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  
  

• Initial Complaint

  05/13/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  Signed up for Anthem Tax services on 4/25 was quoted $6200.00 for a tax Debt of $30,000. Everything was very quick in the beginning especially them deducting the funds. After a “case manager” was assigned we spoke and I was told it could take 4-6 months for resolution or to hear from the IRS. I heard from my case manager the following month to fill out paperwork, I still have all the text messages after I filled the paper work I did not hear from her again. Her name was Suzanne Lewis. May 23rd I received a message saying she was out sick, sent the forms and did not receive confirmation until May 31st. Did not received another message until October 20th after I text her October 10th. December 4th I start receiving more mail from the IRS and I reach out now they are apparently “waiting for signatures” Mind you I have not spoke to a Tax Attorney this entire time (8 Months) April 2023 -December 2023. I called to speak to someone in the morning because it was ridiculous at this point. Spoke to Gina who was trying to mitigate the situation as the messages between me and Suzanne had become out of hand even to the point she was disrespectful of me, Suzanne made appointments for me and I said that did not work for me and she said well this mustn’t be important to you after I WAS the one who had asked for an appointment with the “attorney”. They assigned a new “case manager” who has not responded in weeks as well - go figure.At this point I received an intent to Levy from the IRS in which I need to stop on my own and anthem is not getting back to me. Anthem has YET to provide any correspondence from the IRS that they have had on their own. If I was going to do all the work why on earth would I pay a company $6200. Stay as far away as possible. It has been over a year and nothing has been resolved with this company and I am now at risk for wage garnishment and levy of my property.

  

  Business response

  05/20/2024

  We here at Anthem Tax take consumer concerns very seriously.  We will reach out this consumer to address their issues.  

• Initial Complaint

  04/26/2024

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  I called Anthem because I was 7 years behind on my taxes. Anyone knowing this especially a tax company would know or assume there is a late fee or penalty. After I called and told them I was 7 years behind they so quickly told its all good. $3500 and got me on the phone with irs I was told and made a date in like 30 days that I would have all info and file..... this all happened in less than 10 minutes. I was kinda in tears but was told it all good. We got this for you. They did nothing more than my I could have done. I never got a call explaining the bottom line on if I owe or not. I called and was laughed at on the phone 2 times by Anthem. And to this day I still haven't got a clear answer from them. At this I'm looking for another tax forgiveness company that can help. I would recommend Anthem Tax Service to anyone!

  

  Business response

  04/29/2024

  We here at Anthem take consumer concerns very seriously.  In the case with this client, the consumer initially hired Anthem Tax to get caught up on his delinquent tax filings.  The signed agreement confirms this.  The initial fee did not include resolution as consumer believes that it did. As a compromise, Anthem offered to handle resolution at a discounted rate, but consumer declined.  The tax returns are done.  Anthem has performed according to contract.  Anthem simply cannot perform resolution at no additional cost because consumer misunderstood.  

   

• Initial Complaint

  04/25/2024

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  I contracted Anthem Tax Services to help me settle a tax problem with the Virginia Employment Commission in august of 2023. They had me contract with Lending Point Financial Services as a way to pay them, which I have been doing since September of 2023 at the rate of 202.00 per month. Originally, Anthem Tax services told me the amount would be $4,000.00 but Lending Point did the loan for $6,000.00. I questioned a representative from Anthem, D**** ****** ******* about this and he stated he would have someone from their accounting office to get in touch with me about this. this has not happened. The whole procedure seems like a scam. I have had two people over time acting as case managers asking me the same questions. They can't get in touch with the Employment Commission because they don't have the correct account number. I have given them this information a number of times specifically on Employment Commission Stationary and Anthem gives me the same excuse. Then they tell me they have been trying to work the Virginia Department of Taxation about this matter and I have repeatedly told them it has nothing to do with the Department of Taxation but the Virginia Employment Commission. They are separate organizations. I contacted Mr. R***** ******* on March 27, 2024 and have yet to hear from him. Again, the only time this organization has contacted me has been to ask the same question so I will think they are doing something.

  

  Business response

  05/01/2024

  We here at Anthem Tax take consumer concerns very seriously.  We have reached out to this consumer and have never heard back.  This includes multiple emails, phone calls and SMS messages.  Consumer, please call us at *** *** ****.  

  Customer response

  05/01/2024

  
  
  Complaint: 21624362
  
  I am rejecting this response because:It has almost been two years and Anthem has finally bothered to contact me after I made the complaint. I tried to contact the person who is suppose to be my case manager weeks before I contacted the BBB but he never got in touch with me. I feel the only reason Anthem is trying to get in touch with me is because I made the complaint. They haven't done a thing and I would like a refund.
  
  Regards,
  
  C******* ****
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  

  Business response

  05/02/2024

  It's important for the consumer to understand how the Better Business Bureau works. They act as mediators to help try to resolve issues.  They are not here to try to give consumers a forum to somehow provide perceived leverage by demanding refunds and not trying to work things out.  We have reached out to the consumer a total of 8 times in the past three days and have never heard back.  However, when the BBB emailed the consumer, he responded right away showing that he is getting our messages.  He even admits to this in his last response.  If consumer is unwilling to respond to our third-party mediator, we simply can't help him.    

  Customer response

  05/02/2024

  
  Complaint: 21624362
  
  I am rejecting this response because:As I stated after almost two years Anthem decides to respond. Over that period of time they have only contacted me to ask the same question like they are trying to pacify me as if they are /were doing something. Then I get emails from someone at the Reputation MD who when I try to pull up their website I get the response it is not active. Also I couldn't get information on their representative. For what Anthem has done, how can I trust them?
  
  Regards,
  
  C******* ****
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

• Initial Complaint

  03/25/2024

  Complaint Type:

  Customer Service Issues

  Status:

  Resolved

  More info

  I paid this service $30,000.00 in 2020 to resolve back tax debts that accrued in the midst of a catastrophic illness and family deaths. I provided them with all of the information they requested, have repeatedly emphasized my desire to be compliant and address the situation and have been responsive to Anthem’s requests. They led me to believe that my back taxes had been substantially addressed and that upon my providing them with additional information they would make the remaining filings and finish my case. I provided them with that information within three weeks of the request. At the time they said I probably didn’t owe anything more. In February I received a notice of a potential levy, which I advised them of as soon as I got it. I asked them for a plan and attempted to get in touch with them repeatedly. They said they were speaking to the state on my behalf. They did absolutely nothing. They have not responded to any of my emails or messages. They have not negotiated with the state or irs. They just took my money. Now I’m facing levies and holds on my accounts and I am still not hearing from them. This has been a four year process! They said it would take one year. And that if I wasn’t happy that I could be refunded. The thing is, I need them to finish this job. I absolutely want to resolve my taxes and be and become compliant. I have been looking for a fresh start , which they said I would be eligible to receive. However I am right now in the exact same place I’ve been in. This business should be shut down. Their lack of response has made a bad situation much worse for me personally and professionally.

  

  Business response

  03/26/2024

  we have reached out to consumer to address their issue.  We believe we have adequately addressed consumers issue, and we are in the process of resolving consumer's concern.

  Customer response

  04/02/2024

  
  
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID 21476302, and find that this resolution is satisfactory to me.

  Hi this has been resolved favorably and I would like to take down the complaint as they’ve been incredibly helpful and now have my trust. 
  
  Regards,
  
  ***** ****** *****
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  
  

• Initial Complaint

  03/20/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  Anthem tax services charged me money to eliminate my back tax owing to IRS, I was recently sent my outstanding tax debt with the interest. This indicated that the Anthem Tax Services took my money without fulfilling the promise to negotiate to reduce money I owe.

  

  Business response

  03/26/2024

  We have reached out to consumer but have yet to hear back regarding this issue.  Consumer, please reach back out to us so we can address this concern with you. 

• Initial Complaint

  03/19/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I hired this firm in July 2023. They charged me $4300.00 to resolve my IRS tax issues. Part of the tax issues involved a chapter 13 bankruptcy and included some payments from me that were not credited to me by the IRS. I explained the issues involved before making payment, and was assured they could resolve my problems. It has become clear that no one in the company has any experience with chapter 13 bankruptcy. Many unreturned text messages and phone calls seems to be there response to anything they are not qualified or not willing to deal with.

  

  Business response

  03/26/2024

  We have reached out to the consumer to discuss the concern.  We believe that we have adequately addressed and are in the process of resolving consumer's issue. 

   

• Initial Complaint

  03/19/2024

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  I signed up with Anthem tax in March of 2022, I was 4 years behind on filing my taxes. Cost me 2000 up front to begin (Tax Prep and Filing) After some time and many emails back and forth for me to find documents from years before they were done and filed. They explained to me that next comes the resolution portion and due to the sizeable amount owed it was determined it would be 6250 for them to represent me with the IRS. During that time they also did my 2022 taxes. After that was done and filed we were then to move on to the Resolution portion where they said that they would work to get the owed money lowered. Then out of the blue I got a call from some one there saying again that its going to be more money (2600) to continue Because my tax liabilty was 88k owed from 2018 to 2022. I said wait a sec I already paid 6250 for this resolution, he then says they wont move forward until its paid. So i did. That day I got an email invite to talk to my resolution specialist. And she will discuss the plan of attack. That call came the next day and I asked whats next and she said they would start the process towards a resolution but first I had to make payment arangments because it will take 3 months to complete. During this whole exprience i was saving money to pay them out right.. no high interest loans needed. So i questioned whats next. She advised me to pay the full amount so I did. Yay my taxes were filed and even payed in full. Then i thought, why the 2600, as they havent even done a resolution yet. I questioned that and after a bit of todo it was refunded. The resolution specialest then said now that its paid we can do an Abatement for the 9000 or so in penalties. It would take 30 days. Well here it is over 30 days later and I have gotten denials for all of the tax years. So for 8250 in total they filed my takes and told me to pay whats owed. I feel cheated because I get the tax prep and file cost but they did pretty much nothing for the 6250. No explaination at all

  

  Business response

  03/26/2024

  We have reached out to consumer but have yet to hear back regarding this issue.  Consumer, please reach back out to us so we can address this concern with 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. ↩