ComplaintsforJustice Tax, LLC

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Initial Complaint
07/12/2024
Complaint Type:
Sales and Advertising Issues
Status:
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.
They never did what they said they would do I had to contact the IRs to locate paperwork that they sent to the wrong place and tey never sent the ammended paperwork to the state and they garnished my wages ... I paid these people to do that and it took 4 years and they never resolved the issue
Customer response
07/12/2024
I contacted them and let them know i still had an issue over a year ago they told me my case was closed that it was resolved . Never tried back after almost 4 years of run around i was done but emailed many times
Business response
07/31/2024

July 31, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
***************************
************,*******; 32207

Attn: *****************************

Re:Matter of *****************
ID ******** (Client)

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the inquiry submitted to your office regarding the concerns of our former client, ***************** (Client).

************* primary issue was that allegedly for a period of 4 years, Company representatives failed to contact the State, that he was given the run aroundand as a result, his wages were garnished. That is not accurate. ************ became a client on April 6, 2021, and his case was successfully completed and a resolution achieved as of June 9, 2022, a period of only 14 months. All contracted for Services were completed.

On March 12, 2023, almost a year after Clients case was resolved and closed,Client contacted Company and stated that he had not received any notice from the *** regarding his amended returns. Again, this was not accurate in that a Company representative pulled Clients *** transcripts which reflected that the return had in fact been filed and was processed.

Other than the single email from Client on 3/12/23, Company has not received any inquiry not had any contact with Client since his case was closed. Client claims that he reached out to Company during this time but again, this is not accurate. If in fact Client had issues or had any questions, certainly he would have reached out to Company within the two years that his case had been resolved.

The question remains, did Client default on the Agreement that was negotiated on his behalf by Company? Did Client incur a new debt after his case was closed? Company does not know because Client never reached out to Company.Rather out of blue and after 2 years from his case closure, Client unilaterally files a complaint with the BBB in an effort to gain leverage against Company and to place blame on Company for Clients failure to timely act.

Notwithstanding any of the foregoing, had Client reached out to Company (as he did on 3/12/23)rather than file this Complaint, perhaps Company could have assisted him. Company continues to be open to assisting Client with his resolution matters but for that to occur, Client must contact Company and recontract for new services that *** be needed.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
07/12/2024
Complaint Type:
Service or Repair Issues
Status:
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.
Worst so-called customer service I have EVER experienced! Completely unprofessional & unethical.I started working with ********************* a few years back in regards to my ongoing tax issues. ***** was adamant that I pay Justice Tax in full upfront & send him ALL of my tax documentation immediately....which i did.Since then, almost all of my interactions with him have been horrible. He demands that i get him documents/information right away; yet when i send an email, leave a voicemail, or ask a question....I NEVER get a timely response, if i receive ANY response at all. When he does bother to respond, he is abrupt, unprofessional, & bullying. He has raised his voice & talked down to me on SEVERAL occasions.There have also been multiple occasions where he has provided me incorrect information, & I was only made aware of this after I had to contact the *** on my own...which is what i paid him to do.He, of course, will deny all of this, make excuses, & try to place blame on me....how dare i have the nerve to speak up & put focus on the inexcusable treatment I have received from him.Apparently this is the way Justice Tax works as a whole. i called THREE times in two days to file a complaint & was told that someone would be calling me back "right away"...& I am sTILL waiting for that call.I also left a voicemail for the ******************** on Monday...it is now Thursday & no response.I reached out to ***** last week in regards to an estimate on additional *********** specifically told him that i needed to get back to the *** within 10 days (per the ***) & i could not get back to the *** until I heard back from him....over a week later, he STILL has not gotten back to me.He cannot use the excuse about the 4th of July long weekend any more..he has had ample time to respond, he chooses not to.I feel ripped off, taken advantage of, & bullied.I guess it's all okay with them, as long as they get paid.I deserve a partial or full refund.
Business response
07/24/2024
July 23, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
***************************
************,*******; 32207

Attn: *****************************

Re:Matter of ***********************
ID ******** (Client)

To Whom It May Concern:

Please be advised that Justice Tax (Company) is in receipt of the inquiry submitted to your office regarding the concerns of our FORMER client,*********************** (Client).

Client alleges in her complaint that Company and the Licensed Tax Professional assigned to her case required that Client pay her fees due and owing to Company in full and upfront and that Client sent all of the requested documentation immediately upon request. Both of these statements are false. Client maintains that Company representatives raised their voices and talked down to her on multiple occasions and says how dare I have the nerve to speak up and put focus on the inexcusable treatment I have received. Finally, Client says that she reached out to Company representatives and that Company failed to get back to her. Such is not the case. Rather what did transpire is set forth below.

It is important to note that *********************** is NOT a client of Justice Tax. ****************** WAS a client of Justice Tax but Company completed all of the contracted Services for her as of November 8, 2023 at which time her resolution was in place and no more services were due and owing to her. This is critical to be made clear as the issues raised in her complaint to your office have nothing to do with the Services provided to her and which were successfully completed and her file closed.

When ****************** contacted Company some 7 months after the completion of all of the contracted for Services and the placement of Client in a very favorable Agreement with the **** She contacted Company demanding that Company resolve her 2023 tax issues after she received a FINAL letter from the *** advising that they would be taking action against her for her failure to make required payments and her defaulting on her Agreement with the ***.

Prior to this time period she was advised on numerous occasions that Company was no longer representing her and that she would need to contact the *** and/or state of ****** and that if she wanted to engage Company to represent her on her new issues which were not part of her original Services contract and were SOLELY the result of her actions/inactions in neglecting the multiple letters from the ***/State advising her of her default in her payment obligations on her negotiated Agreement she needed to recontract with Company to properly engage Company to represent her. She became incensed and began making outlandish demands and was abusive to our staff.

As you will recall from the opening paragraph of this response and as set forth in ******************** inquiry to your office, she became incensed that a Company representative allegedly spoke with her in an inexcusable way. Let me provide you with an example of the conversation(s) that ****************** had with Company representatives. As you will see from this example, no one from Company spoke to her with anything less than civility. Unfortunately, ****************** failed to act in the same way. Our calls with our clients are properly recorded for record keeping so the following is the transcript of one of the calls as it appeared.Note: MA is the Company Representative. ** is ***********************.

MA:So, the reason why... so, he did actually do everything that he was supposed to do and get you into an agreement, like you were contracted.

**: (snarky laughing) right

MA: So, that was completed. The contract was completely done.

**: mmm...hmm

MA: As you are aware, your prior case has been closed and all of the services you contracted for were provided. If you need additional or new work done, we would be happy to help you but as you have been told, there is additional fees when you come back and need extra or new work done. I'm reading through the case and I see that everything was done. When you have to re-negotiate

**: (cutting MA off) poorly and with a bad attitude, but that's ok, we'll just ignore that

MA: Excuse me, Ive been very respectful to you and I need you to be respectful to me

**: (cutting MA off) do not speak to me that way! Do not raise your voice at me again!

MA: I am not raising my voice. I just need for you to please stop yelling at me

**: You just yelled at me! I didn't raise my voice until you did!

MA: Ma'am, I am trying to help you, can you please let me speak? or would you like to hang up? I am trying to help you

**: (yelling over MA) You watch your tone!and do not call me "ma'am"! my name is

MA: Because your case is already closed.

**: (yelling over MA) my name is ****! F**k you, you stupid f**king c**t! Don't ever respond to me again, I'm filing a complaint! F**k! You! Stupid! F**king! C**t! B***h! You and ***** can go to f**king hell!

Call terminated. (MA hung up)

As I am sure you can imagine, the Company representative that endured this abusive behavior was quite shaken. A Manager of Company reached out to ****************** to try to advise her that Company would not be taking on any additional representation of her adding that If you would have approached us with civility, decency and respect, we would have worked with you to resolve your new matter.

We do hope that this clarifies and resolves this matter at this juncture. We will not be providing any representation of ******************. Please advise me if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax
WJS:jw
Bcc:
Customer response
07/24/2024
Clearly the team at Justice Tax all suffer from a serious care of male toxicity & little man syndrome. *****, belittling, speaking down to, & degrading women seems to get them off.
What they conveniently left out of the so-called response is..the verbiage & tone that ********************* used with during MANY calls.but they didnt bother to share those transcripts.
The fact that ********************* did not provide current or accurate information to the *** on mt behalf.which the *** confirmed during my call call with them last week.
The fact that ********************* flat out lied directly to me about the *** being able to add my 2023 taxes to my current payment plan.
I also spoke with three other tax attorneys & filled them in on the treatment I received from *********************/Justice Tax, & all three attorneys advised me that ***** did in fact s**** me over, not provide sufficient assistance, & did not explore more suitable options for me.

Business response
08/07/2024
August 6, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
***************************
************,*******; 32207

Attn: *****************************

Re:Matter of ***********************
ID ******** (Client)

To Whom It May Concern:

Please be advised that Justice Tax (Company) is in receipt of the response submitted to your office from ****************** dated July 29, 2024. (Client).

Respectfully and as a courtesy to the BBB, Company is providing this response to *****************.

Even a cursory review of ******************** response evidences the issues that Company and its staff had to endure from ******************. This is further evidenced by her statement that Clearly the team at Justice Tax all suffer from a serious case of make toxicity & little man syndrome. I can assure you that at no time did any member of the Justice Tax team speak with or to ****************** in a manner other than with respect and in an effort to assist and provide resolution services to her. This is further evidenced by the transcript provided of just one of the conversations that ****************** had with a Company staff member trying to assist her (see response filed by Company on July 23, 2024, to ******************** initial inquiry).

***************** is just flat out wrong in her allegations about information provided to the *** on her behalf. This is evidenced by the fact that all the contracted for Services were completed, a favorable resolution was negotiated on her behalf and all she had to do was comply. She did not.

Seven months after her case was completed and her file closed, ****************** reached out to Company. Company and its representatives tried on multiple occasions (in between her firing Company because she did not like the advice she was given or the position taken by the *** which pre-dated her involvement with Company and to which her actions and inactions caused her to reach out to Company yet again) to try to assist her but the fact remains, she just would not listen and instead became outraged because Company (and the ***) would not do what she wanted.
It is not often that a Company that is in the business of providing services to consumers and clients makes a decision that they do not want to represent a client or provide services but ****************** is one of those.   As previously stated, Company provided and completed the contracted Services and has no desire nor obligation to represent ****************** any further and as stated in the response filed by Company on July 23rd, Company advised ***************** of this fact and further advised the BBB in the concluding paragraph that We do hope that this clarifies and resolves this matter at this juncture. We will not be providing any representation of ******************.

Thank you for allowing us to clarify this matter and our position. We look forward to concluding this matter at this juncture.

Respectfully submitted,
Justice Tax
WJS:jw
Bcc:
Customer response
08/08/2024
As I expected, Justice Tax continues with its barrage of male toxicity, little man syndrome, bullying, & flat out lying.
I have now spoken to three other legal tax professionals, as well as the **** & been told by ALL of them that ********************* did NOT do his job properly &/or inform me of all of my options. In fact, he did the bare minimum.
When I asked ********************* why he did not apply for a offer in compromise or a non collectible, he told me that I would not be able to do an offer in compromise because that would entail me paying $10,000.00 in one payment. He also said I would not qualify for a non collectible. Both are absolutely inaccurate. He just never bothered to do the work.
I have been advised by three tax experts & the *** that an offer in compromise would NOT entail me paying $10,000 in one lump sum.infact, ********************* never bothered to find out what the dollar amount actually would be. Furthermore, an offer in compromise would ask me to pay 10% if the amount upfront, & the remaining amount would be spread out in payments for a duration of time.
As for the non collectible, ***** never even considered that option for me.
So they can sit in their high horse spouting lies about how Im the one in the wrong, Im the *****, & all of the other insults they sling. But the fact of the matter is, they are complete liars who only care about getting paid after doing very little to actually assist.
I am not the only one who has had to endure this unethical & unprofessional treatment by these liars & scammers.
Business response
09/03/2024

September 1, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
***************************
************,*******; 32207

Attn: *****************************

Re:Matter of ***********************
ID ********

To Whom It May Concern:

Please be advised that Justice Tax (Company) is in receipt of the third inquiry submitted to your office from ****************** dated August 13, 2024.

Respectfully and as a courtesy to the BBB, Company is providing what we hope will be the last response to ******************.

******************* recent inquiry to your office does not shed any added information nor facts that would provide Company with a basis to provide any additional or new response. As such, Company stands on its prior responses dated July 23, 2024, and August 6, 2024 to Ms. **************** allegations and insults.

It is interesting to note that ****************** repeats her statement that Clearly the team at Justice Tax all suffer from a serious case of male toxicity & little man syndrome. . We are not sure why she continues in this behavior and the foul language she continues to use (see again Companys response to the BBB dated 7/23/24).

It is quite apparent that Ms. ******* is attempting to use the BBB to apply pressure on Company to take the blame for ******************** documented failures, neglect of matters and attempts to misrepresent to the ***.

Again,****************** is just flat out wrong in her allegations about information provided to the *** on her behalf. This is evidenced by the fact that all the contracted for Services were completed, a favorable resolution was negotiated on her behalf and all she had to do was comply. She did not.

As previously stated, seven months after her case was completed and her file closed, ****************** reached out to Company. Company and its representatives tried on multiple occasions to try to assist her but the fact remains, she just would not listen and instead became outraged because Company (and the ***) would not do what she wanted.

We would also like to reiterate that it is not often that a Company that is in the business of providing services to consumers and clients decides that they do not want to represent a client or provide services but ****************** is one of those.   As previously stated, Company provided and completed the contracted Services and has no desire nor obligation to represent ****************** any further.

Thank you for allowing us to clarify this matter and our position. We look forward to concluding this matter at this juncture.

Respectfully submitted,
Justice Tax
WJS:jw
Bcc:
Customer response
09/03/2024
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]
Complaint: 21976818
I am rejecting this response because:
Regards,
***********************
Initial Complaint
05/07/2024
Complaint Type:
Product Issues
Status:
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.
I hired justice tax in 7/23 to help reduce tax debt. I sent whatever tax documentation required and they never sent me a resolution. It is now 5/24 with no resolution
Business response
05/13/2024
May 13, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
*************************************************************************************************; 32207

Attn: *************************

Re:Matter of *********************
ID ******** (Client)

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, ********************* (Client).

The gravamen of Clients complaint is that she hired Company to reduce her tax debt and Company never sent her a resolution. Such is not the case.

Client contracted with Company to assist in securing an affordable payment plan for her with the IRS. This is exactly what Company secured for Client. A final resolution was negotiated and sent to Client. The expected time frame to receive, review, negotiate and resolve Clients matter was as represented and as actually occurred. What Client failed to advise the BBB is that this matter has been completed but Client is now claiming that she is not happy with the resolution and is seeking the return of fees paid for services performed. Simply put, she is trying to secure performed services and resolution without paying for them.

Company has and will continue to regard this matter as closed as all services have been performed.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Customer response
05/14/2024
[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]
Complaint: 21677459
I am rejecting this response because: No formal resolution was ever sent to me. Only verbal promises.
Regards,
*********************
Business response
05/14/2024
May 14, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
**************************************************************************************************; 32207

Attn: *************************

Re: Matter of *********************
ID ******** (Client)

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the supplemental response submitted to your office regarding the concerns of our Client, ********************* (Client) wherein Ms.Little states I am rejecting this response because: No formal resolution was ever sent to me. Only verbal promises.

Again, such is not the case. A formal resolution letter was previously sent to Client outlining the resolution achieved for her. Due to the private and confidential nature and tax related contents of letter, we cannot attach it here. However, duplicate copy will be sent to her again today.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
04/12/2024
Complaint Type:
Service or Repair Issues
Status:
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.
I hired Justice Tax to hand tax issue with my state and they assured me that they could and that they would stop all actions against me. I sent them bank statements and ***** stubs **** said they had all they needed. 2 months later they said they needen the same docs again, i complied and alk was well. Until a few months later when I was asked to sent the same docks a 3rd time. A few more months go bu and 5hey email the final documents to for my review before tjeu sent it off to the stat **** of ******* excrpt it was done on the form for the Federal IRS. They promised to fix it and then stopped returningcalls and emails. Now this week 7 months after i hired them the state had frozen my bank accounts. I want them to refund my money because they haven't dome anything that they promised to do.
Business response
04/26/2024

April 25, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
*************************************************************************************************; 32207

Attn: *****************************

Re:Matter of ***************************
ID ******** (Client)

To Whom It May ********************** be advised that Justice Tax (*******) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, *************************** (Client).

The gravamen of Clients complaint is that ******* failed requested the same documents from Client on multiple occasions. Client also maintains that his state action was somehow filed on federal forms and finally that his bank accounts were frozen. Client is correct on two out of the three but what is of importance is why ******* had to request the same information and documents multiple times and why ************ accounts were frozen. Client is simply in error as all ******* was contracted for was a State Resolution only and the client file does not reflect any federal work nor forms being filled out.

The core course of action in reviewing, submitting and resolving Clients state resolution was/is dependent on Client being timely and fully responsive to *******s request for documentation and information. This is set out clearly in the initial conversation that Client has with a ******* representative, in the follow up call by the Case Review Officer and by the Case Manager assigned to Clients matter who is the point person/point of contact between ******* and Client.

Client was onboarded as a client of ******* on August 29, 2023 and an extensive Welcome Call took place with Client the following day on August 30, 2023 at which time the ******* Representative sent to Client for signature the required ***** of ******** (POA) for both he and for his spouse and discussed with Client the documents and information needed to be sent. These included but were not limited to the three most current paystubs and/or bank statements evidencing the Clients earnings/income.

Client sent back the executed spouses POA and this was uploaded to the State on September 5, 2023. Request was made for the Clients executed POA as well as the three most current paystubs and/or bank statements as they had not been sent as of this date.

Subsequent calls were placed to Client in follow up and finally on October 17, 2023 the Case Manager was able to speak with Client who advised that he was separated from his wife and that he was gathering the requested documents (including the paystubs and/or bank statements. It was stressed to Client that time was of the essence as the State would only accept paystubs/bank statements that are within 3 months of submission and unless and until received, a resolution could not be filed.

The Case Manager followed up again on November 5, 2023 via email to Client requesting the paystubs/bank statements, Social Security Statements, utility or other bills or other evidence of Clients income and expenses. Nothing was received. Additional phone calls/voice mails were left and followed up with emails to Client on November 17th,December 7th and December 15th, 2023. No response.

Finally,on January 17, 2024, Client returned the Case Managers call(s) and advised that he would upload the requested documents over the weekend. During this conversation, the Case Manager again stressed that due to the lapse of time and failures on the part of Client it was necessary to provide the last 3 months (which would have been November 2023, December 2023 and January 2023. No documents or information was sent.

It should be noted that without the requested information and documentation,******* was unable to effectively submit and negotiate with the State on Clients behalf despite the fact that ******* had been working on Clients matter for over 5 months. The ball was in Clients court to provide the requested and necessary information and documentation.

Thereafter,on March 8th the Case Manager contacted Client and made the following note to the file, Spoke with client, they have never been levied,just a threat. He understands that we will need ****Feb. stubs. Client acknowledged. No response from Client.

On March 26th, Case Manger again spoke with Client and advised him As you have been advised on multiple occasions, before we can move further on your case, we will need your last 3 bank statements as well as your wifes last 3 paystubs. Please get those to me ASAP so we can resolve your case. Nothing was received from Client.

On April 4th, Client called into ******* and advised that the State has frozen his bank account. The Case Manager tried to call Client back to no avail. The following day, April 5th,Client called in to cancel services with *******.

Over 8 months of work and time elapsed during which time ******* repeatedly reached out to Client to secure the required documents and information to resolve Clients matter. ******* honored its part in providing the contracted for Services. The fact remains, the reason ************ account was levied is due to the fact that 8 months lapsed during which time the State was waiting for Client to provide (through *******) the requested documentation and paystubs/bank statements. Client failed to provide them. If Client had complied,this matter would have been resolved with the State as soon as October of 2023,over 6 months prior to the bank levy.

At all times material hereto, ******* provided representation and performed work on behalf of **************** ******* sought to resolve this matter with Client to no avail.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
04/08/2024
Complaint Type:
Product Issues
Status:
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.
- What the business committed to provide you: Issues with taxes with the State of Wisconsin due to Disabled Veterans Tax credits not being applied correctly and thus a resulting debt with the ******************** of revenue from previous years.- What the nature of the dispute is ************ never contacted the State of Wisconsin, as verified by the ******************** of revenue when I called and spoke with them directly on February 27th 2023. Company is claiming that due to 3 emails sent by ************************* between July 8th 2022 to October 14th 2022 regarding a missing power of attorney and another 3 emails sent between October 24th 2022 and November 7th 2022 regarding the companies inability to convert a document into *** format to forward to the state of ********* that they would not be issuing a refund even though ************************* confirmed with me over the phone that a full refund would be issued due to her inability to work on the account from December ********, when the *** format of the *** was sent in and February 27th 2023 when I could no longer wait for services as I needed this resolved to cover debts.- Whether or not the business has tried to resolve the problem Yes, ************************* offered a full refund over phone call that took place around February 27th 2023. However, I was finally contacted on June 9th 2023 by *************************** letting me know that they would follow their refund policy and I would only be issued a partial refund. I let them know that would not be sufficient and would look into other options. This was followed up by an email from *************************** increasing the refund amount to 63% of the amount paid instead of the 50% refund typically given for people unhappy with the resolution of their case. In this email he also threatened that if I looked into other options to seek a refund that they would decrease the amount they were offering and ensure that it was delayed even further, increasing my already dire financial situation.
Customer response
04/08/2024
Justice Tax LLC
******************************************** S
Suite 345
**********************
This is the information that I found for them online, it also aligns with the address provided in the emails that I received from them as well.
Business response
04/25/2024

April 25, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
*************************************************************************************************; 32207

Attn: *****************************

Re:Matter of *******************
ID ******** (******)

To Whom It May ********************** be advised that Justice Tax (*******) is in receipt of the inquiry submitted to your office regarding the concerns of our ******, ******************* (******).

The gravamen of ******s complaint is that ******* failed to contact the State of Wisconsin and address ******s outstanding tax issue owed to State. ****** also maintains the ******* offered to ****** a full refund of all fees paid by ****** to ******* to date. Such is not the case.

****** contracted with ******* for a State Resolution of his outstanding tax obligations to the State of Wisconsin. ****** executed a ****** Services Agreement on July 7, 2022. The following day (July 8th) a ***** of ******** (***) was sent to ****** to review, execute and remit back to ******* in order for ******* to file with the State and in order for ******* to legally represent ****** before the State in the resolution of his outstanding tax obligation. ****** failed to timely respond to *******.

Multiple messages were left for ****** to return *******s call. Finally, on July 15,2022 ******* representatives were able to reach ****** and had a detailed conversation with ****** explaining the process, what would happen, the need and urgency of ****** complying with requests for documents and information from ****** and initially the need for the return of the executed ***** of ******** so that ******* can file and begin the representation of ****** before the State.

******* endeavored to contact ****** on multiple occasions leaving messages for ****** until finally, on October 24th (3 months later) ****** finally sent an unusable photograph of the *** rather than the executed *** as requested (required, as the State will not accept an unreadable document). Upon receipt, ******* continued to request from ****** the proper documentation and information to no avail.

Finally,on December 22, 2022 upon receipt by ******* of a readable ***** of ********,the *** was uploaded to the State. It should be noted that while ******* representatives were not able to contact the State on behalf of ****** prior to the uploading and acceptance by the State,******* did review and work ******s file in anticipation of ****** complying with the request/requirements. A Case Manager and Licensed Tax Professional (************************* who ****** refers to in his complaint) were assigned and did begin work on ******s matter.

Due to the time of year (Christmas holiday and end of year matters for the State),it did take more time for the State to process the filed ***** of ********. When it was finally recorded in the States records of ******, ******* representatives reached out to the State to conduct a B&C (Balance & Compliance) Check to ascertain the true status of ******s outstanding obligations to the State and status of his compliance. *********** Representative was advised at that time that the ****** had called the State and revoked the ***** of ******** and therefore the State Agent could not speak with ******* Representative.

It should be noted that ****** is disingenuous with his claims to the BBB and they are in fact false. By way of example, on February 24, 2023, ******* Representative was able to speak with ****** and here is the contemporaneous note of the recorded conversation:

Phone call to client and spoke with **** and he said the process is taking too long . ** was advised that due to his delay in sending and the time of the year, the *** was just able to be filed and received by the State. I told him in October he sent it in but it was no good and he didn't get it back to us until late December. He said yeah I know. It is not even about the ***. He called the state and found out in December his $6k balance is from him not including his schedule for property taxes that he paid so he didn't get the credits. He failed to advise us of that. He says he meant to send that in December and meant to call then to cancel and get a refund because he will get a credit of $4k for the property tax and would use the $2k to pay the taxes. He just forgot and there is nothing he needs us for. He is going to full pay the balance once the credits post.

******* did not hear any further from ****** regarding what action he took and ******* was not able to determine from the State what the status of ******s matter was as ****** revoked the ***** of ******** and therefore ******* could not gain information from the State nor was ******* able to continue working on ******s matter due to ******s statement on February 24, 2023.

Despite this, ******* continued to try to reach ****** and on April 28, 2023, another ******* Representative (****, who ****** referred to in his complaint)contacted ****** attempted to resolve the matter with ****** and offered ****** a more than deserved refund as not all of the contracted for Services were provided. This despite the fact that the delays occasioned were due to ******s actions/inactions and not that of ************** ****** became threatening and demanded a full refund. ****** was advised that work had been done on his matter and that if he was in fact terminating his contract with ******* that ******* was entitled to retain fees for services rendered. ****** was also advised (based on statements made by ******) that he would be responsible for any fees, costs or penalties incurred by ****** for fraudulent complaints or actions taken by ******. ****** advised he would think about it and would get back to *******.

******* did not hear back from ****** and finally on July 31, 2023, the required paperwork was sent to ****** to formally cancel ******s case and contract with ************** ****** filed a complaint with the State of Wisconsin alleging false accusations against ************** ******* vigorously defended this matter and the State of Wisconsin formally closed the State inquiry in favor of ******* on February 14, 2024.

Thereafter,****** filed this instant inquiry with the BBB again alleging false accusations against ************** Additionally, ******* has expended significant time and expense in defending these spurious accusations well in excess of the fees paid by ******. Had ****** cooperated with ******* from the inception, ****** would have realized a much more favorable result and the resolution of his tax matter with the State.

As set forth above, ******s accusations are (knowingly) false and as such the balance of ******s assertions does not warrant response.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
02/12/2024
Complaint Type:
Product Issues
Status:
Resolved
The complainant verified the issue was resolved to their satisfaction.
I enrolled with Justice Tax to take care of some tax issues I had. They told me everything would be taken care if and that I would be Informed every step of the way. A few months later I then received a lien letter from the IRS which means they didn't even start trying to resolve anything with them. They have a refund policy and even though I know I may not be entitled to a full refund because they did file 2023 taxes for me, they did nothing additional to that. I've tried to call their "Gold Star" department and Carly never answers and she never calls me back. She emails be the same thing that she's looking into it but never says anything else.
Business response
02/22/2024

February 22, 2024

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
**** ***** ****., ***** ***
************, FL *****

Attn: ***** *******

Re: Matter of ******* *********
ID #: ********

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, ******* ********* (“Client”).

The gravamen of *** *********’s complaint is that she feels that she is not receiving ongoing information about her case and that she has received a lien letter from the IRS and that Company has allegedly not acted on her tax resolution matter. Client acknowledges that contracted for services have been performed and that she understands that those services need to be paid for.

Respectfully, Client is correct. However delays occasioned have been as a result of the action and inactions on the part of Client. *** ********* became a Client of Company on or about May 30, 2023. On June 2nd, after reviewing client’s intake notes and file, an assigned Case Manager called Client to discuss her situation, what needed to be done, the steps to be taken going forward and what was needed from Client. This was followed up with an email. Client was not available and did not respond.

Thereafter, on June 6th, Client responded to her assigned Case Manager that she would be available for a “Welcome Call” the following Thursday or Friday and that Client would call the Case Manager at that time. In anticipation of this call, the Case Manager sent the required Power of Attorney (“POA”) to Client for signature and return for filing. Thereafter, on Jun 12th, Client contacted company not to discuss her case, but to modify her contracted payment schedule. The Case Manager was able to speak with Client on June 13th and the “Welcome Call” was completed at that time and Client was fully aware of what was going to happen, when it was anticipated events would occur and advised that it was important for Client to adhere to requests for information an documentation and to keep up with her payment schedule for fees due and owing.   Any delays in cooperation would impact the progress of her case.

Client contacted Company on June 16th to again modify her payment schedule and throughout the next several weeks after numerous requests, Client was periodically providing requested documentation and information to Company. This spanned the time period from June 13th to July 21st.   During this time frame, Client yet again called Company to modify her payment schedule as Client was at that point past due in her obligations.

On July 21st the contracted for federal and state tax returns were sent to Client for review and signature and remittance back to Company. They were subsequently received by Company on July 24th but could not be filed as they lacked her husband’s required signature. The Case Manager contacted Client and advised her of this deficiency and requested the returns be fully executed and returned. It should be noted that despite repeated requests, Client did not send back the fully executed state and federal tax returns for filing until October 11th and the completed returns were filed on October 15th. It should also be noted that Client was advised that she had an additional filing for the State of New York and that Client needed contact Company to add these additional services to her contract as her obligations to the state were not disclosed in her prior conversations with company nor part of the contracted for services. Client advised she would take care of it.

During this period of time Client did contact Company on several occasions, all of which were to the Payments Department as Client repeatedly had her scheduled payments decline and her payment schedule modified, each time Company trying to accommodate Client. Client’s payment issues continued through the month of November 2023.

On December 7th, Case Manager contacted Client to advise that Company received notice that her tax returns had posted, and that Company would continue to monitor the progress of the returns until the resolution was complete. Client was also advised at that time that Company had not received any response about the status of her uncontracted for state of New York filing obligations. Client was also reminded that she was woefully in arrears in her financial obligations to Company and that it was necessary for her payments to be brought current before Company could take on any further services.

On December 11th, Client emailed the Case Manager to advise that she received an IRS notice for payment and stated that she did not feel that she needed to pay the IRS at that time. Case Manager called Client and Client advised that she would call the Case Manager back. Client and Case Manager then spoke, and Client requested a refund for the limited payments made. Client also advised that she called the IRS and was told she could enter into an Offer in Compromise (“OIC”) with the IRS. Client did not understand what this was, and it was explained to Client by a Company representative. It was also explained to Client that the IRS often offers this program in an effort to get the taxpayer (Client) to disclose their full financials which then provides the IRS with additional avenues to try to collect from the taxpayer (Client). Finally, it was explained to Client that just because an OIC is submitted there is no guarantee that that it will be approved by the IRS.

Thereafter, on December 14th Client sent an email to Company requesting cancellation of her case. Attempts by Company/Client to connect were exchanged and finally on January 23, 2024, Company called and emailed Client asking Client to contact Company to discuss and resolve this matter. Client did not respond. Instead, Client filed the instant inquiry with the BBB.

Again, what Client fails to advise in her submission to the BBB is that Company did and continued to provide services to Client despite the fact that Client failed to adhere to her required payment schedule and payment amounts. Client states that Company allegedly “didn’t even start trying to resolve anything with the IRS”. Such is not the case. Company was routinely in contact with the IRS and complied with the submissions to the IRS. As set forth above, any delays were occasioned on Client’s failure to timely provide the necessary and required information and documentation to Company. Once finally received, Company acted expeditiously. Client’s case was scheduled for completion on April 16, 2024. Company was not only on schedule but was ahead of schedule before Client unilaterally advised Company after the bulk of the work was completed that she wanted to cancel.

Respectfully, what Client is seeking to do is to avail herself of the completed services (as admitted to by Client) without paying for them. Company tried on multiple occasions to come to an amicable resolution with Client to no avail.

If Client would like to contact Company to discuss this matter and attempt to resolve, Company will engage in such dialogue.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

******
Bcc:
Customer response
02/23/2024

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Complaint: ********

I am rejecting this response because:
I have tried to contact to get a partial refund since I no longer want their services. I spoke to the IRS and even though a power of attorney was filed, they have no other records of anything trying to get resolved. I was on countless calls to them and I was able to resolve the issue on my own with the IRS with an option that Justice Tax didn't even offer me. I am simply asking for what they state on the contract is a refund if not happy with service. I'm not even asking for the whole thing but a portion of what I paid.

Regards,

******* *********

Business response
02/23/2024
February 23, 2024

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
**** ***** ****** ***** ***
************* ** *****

Attn: ***** *******

Re: Matter of ******* *********
ID #: ********

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the reply filed by our Client, ******* ********* to Company’s response.

As set forth in the response, we are happy to discuss this matter with *** *********, but she has to get on the phone with us. We asked her response for her to contact Company (which we have done multiple times) As set forth in Company’s response, getting ahold of her and having her timely respond to our inquiries has proven difficult. We will reach out to her…..again... today. And there is nothing to preclude her from calling us…at her convenience. We are open and available between 9:00am-6:00pm Monday through Friday and have multiple Customer Service representatives available to assist all of our clients.

Respectfully submitted,
Justice Tax

******
Bcc:
Customer response
02/26/2024
I have resolved things with Justice Tax and am happy with the resolution.
Initial Complaint
01/24/2024
Complaint Type:
Service or Repair Issues
Status:
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.
I hired Justice Tax back in June 2023 to help me reduce my taxes (interest and penalties) for 2015. I was having financial difficulty after my divorce. They were very confident that they could help me with my case and reduce the amount that I owed to less than half. Once I signed power of attorney and they received my $5400, after a week or so, the problems began. I was assigned a case manager that wasnt very responsive to my calls and so a lady by the name of ******** got involved but didnt assign me to a new case manager. I paid the money, filled out the forms, and emailed several documents to them that were required. It has been 7 months of unresponsiveness and constant delays. *** heard excuse after excuse. My case manager is repeatedly telling me that hes waiting on the lawyer to handle my case and says to give him a week and h*** call me on a certain day and never does so I have to call him. After doing more research on the company, I have found countless negative reviews on this company being nothing more than a scam and they just give you the run around and rob you of your money that you dont have to begin with. *** contacted Justice Tax just recently and spoke with a case manager that sent an email to the attorney handling my case requesting a full refund. The email requested that the attorney contact me but hasnt and from their track record, Im not holding my breath. This has been an extremely overwhelming experience with Justice Tax and Id prefer to send the *** the $5400 than throw away money that I didnt have in the first place to a company that doesnt stand by their word and has poor communication and unprofessionalism.
Business response
02/07/2024

February 6, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & Southeast Atlantic
***************************************************************************; 32207

Attn: *************************

Re:Matter of *************************
ID ******** (Client)

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, ************************* (Client).

The gravamen of ******* complaint is that while Company provided contracted for Services, there was a lack of proper communication with Client and that contracted for Services were not provided to the satisfaction of Client. Such is not the case. Company and its representatives have through the course of the 6 months of representation of Client had multiple conversations and exchanges with Client keeping Client appraised of the status of matters as they progressed. logged in excess of 40 instances of communication (phone, email, text) to and from Client in support of the representation of Client in furtherance of their state and federal tax issues.

By way of background, Client became a client of Company on June 28, 2023. *********** immediately began work on ******* matter and a detailed Welcome Letter was sent setting forth the process and procedure and documentation and information needed from Client to advocate with the ************************ ******* behalf in furtherance of her tax resolution and situation involving her divorce from her husband. Company began active communication with Client on July 3rd and exchanged several phone calls with Client wherein on July 14th, Client returned the executed ***** of ******** enabling Company to formally represent Client on a going forward basis.

In addition, Client and Company representatives discussed and reviewed the Financial Disclosure Forms that were required for Client to fill out and return in support of the negotiations with the ***. What is interesting to note is that on July 20th, Client called in to Company to speak with one of accounting personnel who was not available at that time. Client was referred to her Case Manager who was assigned to her case and well versed on her file and needs. Rather than speak with her Case Manager, she requested to speak with another Company representative to assist her in filling out and completing the required paperwork. She asked that someone return her call within 24 hours. A Senior Licensed Tax Professional (***) reached out to Client that same day to determine what issues she was having. This was followed up with an email to Client.

The following day (July 21st), the *** again called Client to discuss her case, what was happening, what would be happening and how to fill out the ************** Form which the *** went through with her and filled out on the Client Portal. It was also requested of Client at that time for copies of her spouses paystubs.   Client advised at that time that she had no issues or concerns and that she simply wanted to clarify what she needed to do and appreciated the call back and detailed explanation, which was appreciated.The notes from this conversation were referred to her Case Manager to follow up. Also, an email was sent to Client by the *** as follows: Thank you so much for taking my call earlier today and going over your case and financial forms. You did a great job filling them out. Please send a copy of your husbands paystubs to your Case Manager. Also, if you have any questions feel free to reach out.

The Case Manager continued to follow up with Client but the requested documentation (paystubs) were not received. This culminated in a detailed phone message from the Case Manager to Client on August 1st. The following day (August 2nd), the Case Manager sent a duplicate request for the husbands ***** of ******** in case there was an issue. This was also followed up with a telephone call with Client again requesting the paystubs and requested court documents to be sent to the Case Manager via pdf. Additional telephone calls were placed by the Case Manager between August 2nd and August 21st to no avail. Finally, on August 21st the Case Manager was able to reach Client and advised Client that the requested *** transcripts were received by Company and would be reviewed and requesting additional prior year tax returns be sent to Company.

The Case Manager confirmed receipt of the requested tax returns and uploaded those to the ******* file and confirmed with Client that she was going to print out the husbands ***** of ******** and have it sent by UPS. There were some difficulties in getting the husbands information and documentation but they would work together to remedy. The husbands ***** of ******** was finally received on August 23rd uploaded to ******* file. Due to medical issues that Client had with her and her mother, she would be delayed in providing the requested information and documentation.

The FDF form was received and uploaded the ******* file on September 1st and Client was reminded at that time that Company was still waiting for the transcripts for the husband as well as the completed Tax Organizer. Client updated the Case Manager on September 5th as to the status of the 2021 and 2022 tax returns and to confirm if there were any other documents or information needed.

On September 7th, Case Manager called Client to provide a revised list of items needed. Subsequent follow up by Company did not result in the receipt of the requested information and documentation until October 6th at which time the Case Manager spoke with Client to discuss the status of the case and what the transcripts revealed regarding ******* tax status and ability to pay. Throughout the month of October and November,there was active conversation and exchange of correspondence between Client and Company. On December 14th,Client contacted Company requesting a call back.   A voice mail was left with Client advising that as soon as Company receives an update, they will advise but due to the upcoming holidays, not much would be going on for the balance of the month. This was to manage the ******* expectations and keep Client appraised of the status of matters.

Company and Client exchanged emails and telephone calls during the first two weeks of January, explaining to Client what was going on and what financial options were available to Client. This coupled with the explanations provided to Client evidencing that Client does have the ability to pay the debts owed to the *** based on the transcripts received from the *** and the financial disclosures submitted by Client. It was explained to Client by Company representatives that matters were proceeding but the submission of documents by Client to Company were delayed by ******* timing in providing the requested information and documentation which in turn was being considered in the discussions with the *** in support of ******* resolution.

As set forth above, Company routinely communicated with Client and moved ******* case forward. Respectfully, ******* frustrations are not due to the actions or inactions of Company but rather that of the facts and circumstances of ******* financial situation and her inability to adhere to the recommendations by the Licensed Tax Professionals. Notwithstanding this position by Client,Company was able to provide Client with a plan that would mitigate or limit the amount of money that Client would owe to the ***. Client expressed that she understood and appreciated the work. Client did not express any concerns with this resolution.

Unfortunately,this did not suffice to Client and on January 24th, Client filed this inquiry with the BBB.

Simply put, Client is trying to avoid paying for Services rendered. It should also be noted that at no time has Client contacted Company to try to resolve this matter at this juncture. Rather, Client chose to file a complaint with your office in an attempt to gain leverage against Company. If Client would like to contact Company to discuss this matter and attempt to resolve, Company will engage in such dialogue.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
01/02/2024
Complaint Type:
Product Issues
Status:
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.
I started with Justice tax around June of 2023. They promised that they would Stop any penalties from the *** or any nasty letters from the I. R. S.All of that was a lie. They took all my money out of my bank every month and did absolutely nothing for it.They talk you into a good game at the beginning. But they do nothing but take your money and do nothing for it Do not trust justice tax or give them any money
Business response
01/10/2024

January 10, 2024

SENT VIA EMAIL: ****************
BBB of ***************** &Southeast Atlantic
Attn: *************************
****************************************************************************; 32207

Re: Matter of *******************
ID ********

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the inquiry letter submitted to your office regarding the concerns of our Client, ******************* (Client).

By way of background, ************** contacted Company having incurred a debt with the *** that the gravamen of Clients inquiry is that Company allegedly promised that they would Stop penalties from the *** or any nasty letters from the I.R.S and that nothing was done on his case.Such is not the case.

First of all, no representation was made by any representative of Company that Company would be able to stop or remove the penalties accruing on Clients matter. The primary issue with Client is that he in fact wants to have his cake and eat it to. Client has multiple residential and ranch properties and significant equity in these properties and does not want to use any of this equity to satisfy his outstanding tax liabilities. The *** is well aware of the assets that Client has and as a result has taken the position that Client can pay on his outstanding tax obligations.

Despite the above, Company was able to aggressively negotiate and provide Client with very favorable resolution terms and conditions and was able to place Client into an Affordable Settlement Plan which would have allowed Client to keep his properties, continue to have his equity grow and only allocate a portion of his income to satisfy his outstanding debt. But the penalties would remain and were favorably included in the lower amount that Client would have had to pay. Client refused. This, coupled with the fact that Client failed, after multiple requests for supporting documentation and information to further assist Client failed to provide this documentation and information caused delays in the negotiation and favorable resolution of Clients matter.

The Services provided by Company far exceeded the amount of fees paid by Client. The fact remains that Company completed the Services as contracted for and as agreed to by Client. Client is now seeking to get those Services and negotiated resolution for free. That is not fair to Company nor to Client. Company representatives have endeavored to try to resolve this matter with Client and it is now clear that Client is trying to use the BBB to strong arm Company into providing Services for free.

It should also be noted that Client tried to chargeback his payments to Company with his credit card company but that was rejected and after investigation it was determined by the credit card company that the Services were provided and the fees earned by Company

Despite this fact and the other facts and circumstance as they transpired, Company is still willing to address and resolve this matter with our Client.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
11/17/2023
Complaint Type:
Order Issues
Status:
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.
In September 2022, I started working with Justice Tax in order to resolve a state tax debt. When I contacted them, I was asked to pay $5000 down to the state to cover half of my tax debt as I had previously defaulted on a payment plan. I have had to submit bank statements, pay stubs, copies of bills, etc., over the past year. I made my last payment to them in October of 2023. Throughout my experience with them, I have had to constantly reach out to them either through email or phone to get an update on my case. It has never been them reaching out to me first. It got so bad that I had to reach out to a supervisor to get some type of answer. I had asked if they could work with the state to reduce some of the interest owed on my taxes. That question was never addressed. Several questions were never answered. I made my last payment to Justice Tax in October of 2023, still with no resolution from the state. Once again, I had to submit a ton of paperwork in order for them to complete another financial statement to send to the state. I paid $3600 to this company and the end result after working with them for a year, is that the state is requiring that I pay the same $5000 by January 2023 that they wanted me to pay when I contacted them. If I don't make this payment, my wages will be garnished. The company assured me several times that by working with them, they could prevent wage garnishment. The $3600 that I paid to Justice Tax could have gone toward the $5500 downpayment the state wants. Had I known what I now no, I would have made small payments to the state on my own. This has been a waste of my time and money. I have told Justice Tax how displeased I am with their assistance, or rather, lack of. At this point, I have to come up with $5500 in 2 months. I would like to have a full refund of my $3600 from Justice Tax so that I can pay it to the state.
Business response
11/27/2023
November 22, 2023

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
4417 Beach Blvd., Suite 202
Jacksonville, FL 32207

Attn: ***** *******

Re: Matter of ******** ****
ID ******** (“Client”)

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, ******** **** (“Client”).

The gravamen of Clients “complaint” is that while Company provided contracted for Services, there was a lack of proper communication with Client and that contracted for Services were not provided to the satisfaction of client. Such is not the case. Also, Client advises that she paid Company $3,600 for services. Again, such is not the case. Client’s fee was less than 60% of this amount and Company adjusted its fee and monthly payments further to accommodate Client.

By way of background, Client became a client of Company on September 6, 2022. Company immediately began work on Client’s matter and a detailed “Welcome Letter” setting forth the process and procedure and documentation and information needed from Client to advocate with the State on Client’s behalf. Company received the Client’s executed Power of Attorney enabling Company to formally represent Client on September 29, 2022. Client called in that same day demanding that Company stop a pending age levy, or she would cancel her contract with Company. Client was reminded that Company was waiting for Client to provide the required 3 months of income and bank statements necessary to review and negotiate with the State. Notwithstanding this, Company marked Client’s matter a RUSH and immediately assigned to a Licensed Tax Professional (“LTP”)

Client phoned back the following day (September 30th) demanding that Company put a “hold” on her IRS account to avoid a levy. Again, she was told that unless and until we had the information from her, we were not able to meet her request.

It was not until October 24th that Client sent in the requested information along with a request to modify her monthly payments for Services rendered. Immediately upon receipt of the documentation, the LTP assigned to her case contacted the state and was advised that the Client had defaulted on prior agreements with the State on multiple occasions and that is why the State was now requiring 50% of the outstanding tax obligation be paid at that time the State further advising the LTP that they had repeatedly tried to work with Client but despite assurances that she would pay, repeatedly defaulted on those prior agreements. The LTP was able to secure a hold on Client’s account, so no levies or garnishments were sought at that time provided that Client (through the LTP) provided previously requested (and not provided) financial information to the state. The requested information and financial form were immediately sent to Client by the assigned Case Manager at Company stressing the need to timely fill out and return the financial form.

After not receiving the requested information, the Case Manager reached out to Client on December 21st requesting copies of prior year tax returns and updated income and bank statements. It was not until February 6, 2023, that Client finally sent the requested income information and statements. These documents were immediately uploaded, sent, and accepted by the state.

Given the delay in Client responding to the document request and a new tax filing year coming up, the Case Manager contacted Client on April 4, 203 to confirm that Client had or was filing her 2022 tax return as Company was not contracted for this service. Client advised that yes, she would be filing her 2022 returns and asked if the 2022 tax debt would be added to the existing tax debt balance from prior defaulted years. Client was advised that yes, it would. Thereafter, the Case Manger contacted Client and requested updated pay stubs and bank statement as well as updated contact information as Client’s phone number had changed. Client emailed back with the new phone number and inquired why she needed to send the updated documents. Client was advised that the state requires them and had she sent the documents previously requested on a timely basis, this would not be an issue.

On May 5th, the Case Manger contacted Client again requesting the updated statements as despite Client’s assurances on April 4th that she would send, none had been provided.

It was not until August 15th that Client responded to Company asking about the status of the penalties and interest that Client acknowledged was accruing. Client was advised again that in most instances, states do not consider any review of penalties and interest adjustments unless and until a taxpayer is compliant with prior outstanding filings, which client was not. Client was reminded that her 2013 and 2015 tax returns had to be filed to be in compliance. Client advised that she would try to locate those returns and she acknowledged her understanding that she must file them to be compliant and in order for an agreement to be entered into with the state. Client was reminded of the importance of providing these documents and that if she receives any notices from the state to forward them immediately.

In an effort to try to negotiate with the state while the delinquent returns were being filed, The LTP contacted the state to try to mitigate Clients exposure but was advised that due to Clients prior failures and again the delay in providing updated financial disclosures to the state and the pendency of the past due tax filings, the state was still requiring a $5,532 payment and the balance paid out over the next 36 months.

To assist Client further, a 433A was prepared and submitted to the state on November 6th based on the information that Company had from Client at that juncture. The state was demanding payment in full, but the LTP was able to secure a date of January 18, 2024, for Client to satisfy the outstanding obligation to the State in full. Client was advised that she should pay the initial down payment on this debt in the amount of $5,532 at that time. Provided Client complied, it was determined that an Installment Agreement could be negotiated providing Client with 36 months to pay off the full balance. Client was also advised that if she failed to make these/the payment (again) that the State would issue a salary lien (wage garnishment) to secure the down payment. If she fails to adhere to the 36-month term, the state could file a property lien on the unfiled years of 2019-2022. Finally, Client was advised that per the state, the requirement for the down payment was “non-negotiable” for the state to provide the additional time for Client to pay the deposit by January 18, 2024, and the balance in increments thereafter.

Client advised the Case Manager on November 6th that “She understands that it is her fault for defaulting on the state. She will try to make the down payment by 1/18/24 but she does not believe she will meet the full payment by January”. It should also be noted that while the state initially advised that they would accept and review financials, because of the failure of Client to provide all the information and updated information on a timely basis, the state was no longer willing to accept the Client’s financials to consider mitigation.

Thereafter, Client filed this instant complaint with your office.

Respectfully, Client came to Company having defaulted on prior agreements with the state and the state was demanding payment in full from client. Company was able to keep the state at bay for over a year and was able to negotiate a favorable payment plan for Client which only required Client to pay half of her debt on or before January 18, 2024, and the balance over the next 36 months. Thus, Company fulfilled and completed its contracted for Services. Given the failures on the part of Client to comply with prior agreements with the state, coupled with Client’s failure to timely provide requested documents to Company which had they been provided and therefore timely submitted, perhaps Company could have been able to secure a more favorable resolution for Client. Notwithstanding, Company secured the most favorable resolution for Client.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

******
Bcc:
Customer response
11/28/2023

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Complaint: ********

I am rejecting this response because: At no time was my fee adjusted in order to accommodate me. Justice Tax allowed me to change my payment dates, but until my last payment was made, and I have the bank statements to prove this, I paid them the full $3600. Secondly, I never demanded anything. All of my correspondence to them was very professional. I did let Marlon and Amy both know how frustrated I was with paying them money for essentially doing nothing. Like I stated on my original complaint, I could have paid the money to the Maryland Comptroller that was paid to them. They state that they held Maryland at bay for a year but again, I could have paid the $3600 to Maryland if they couldn't do anything to reduce the amount I have to pay down. And they should have just been upfront with that from the beginning instead of saying they work with Maryland all the time and would be able to help me. Because in the end they provided NO HELP AT ALL!!! Also, in their response they state that I didn't file my 2013 and 2015 tax returns. When I spoke to the man on the phone regarding this matter because I could not locate my 2013/2015 W2s, he advised me not to worry about filing those. Obviously they have attorneys on their team who are able to word things in a way to make them look like they did everything they could to assist me when in reality they did not. I had to continuously reach out to Amy for updates about my case. Justice Tax might be able to assist people with IRS debt but they are horrible with state taxes. If the end result was the same as when I first called them (having to pay Maryland $5500) and I had to pay Justice Tax for this same end result, then what positive purpose did they serve??? I do not accept this response and I want my money back.

Regards,

******** ****

Business response
12/14/2023
December 13, 2023

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
4417 Beach Blvd., Suite 202
Jacksonville, FL 32207

Attn: ***** *******

Re: Matter of ******** ****
ID ******** (“Client”)

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the reply of our Client, ******** **** (“Client”) to the detailed response filed by Company to the original inquiry by Ms. Cain. In response to Ms. Cain’s reply, the following is applicable.

So as not to duplicate our prior response, a copy of Company’s initial response filed with your office on November 22, 2023, is incorporated herein by reference.

Client maintains that “at no time was my fee adjusted in order to accommodate me”. Such is not the case. Given the scope and nature of Clients matter, the fee normally charged by Company for such Services was in excess of what Client advised she could afford. Additionally, Client requested that her payment dates be adjusted which Company accommodated. Client requested an adjustment (down) to her monthly payment amount which Company also accommodated. All in an effort to work with Client and assist her further.

As such, as previously stated, the fee charged by Company for the contracted Services was reduced down to accommodate Client. Client is adamant that she paid Company $3,600 and “I have the bank statements to prove it”. Company has requested on multiple occasions for Client to provide this proof. As this seems to be the crux of Clients issue and complaint, if Client can provide proof that she paid Company $3,600 for Services rendered, Company will gladly refund this amount to Client. However, if Client cannot provide this proof of payment of this amount, then Client should acknowledge this to Company and to the BBB and retract her Complaint.

Client also states that she had to provide “tons” of paperwork. Again, such is not the case. Yes, Company requested information and documentation from Client. This is part of every client’s case. I can assure you that Company only requested information and documentation from Client that was necessary. The problem is that Company did request information and documentation from Client on multiple occasions with urgency so that the documents and information were timely. The problem is despite these repeated requests, Client failed to either a) provide the necessary documentation and information or b) did not provide it until months later. Her procrastination kept her in a perpetual loop of expired documents. She has been a client for well over a year and still failed to provide the documents needed. As a result, Company was precluded from moving her case forward but rather had to spend an inordinate amount of time chasing documents from client and trying to advocate for her with the State without having the “ammunition” to do so.

Client then goes on to allege that a Company representative told her “not to worry” about filing her missing returns. There is no evidence of this in Company’s records but giving Client the benefit of the doubt that this may have occurred, this would only have occurred based on the initial representations of Client to the Debt Consultant and that her obligation for these years may run out due to expiring CSEDs. Once communication was established between Company and the Revenue Officer assigned to Client’s matter, the Revenue Officer advised Company that they had “history” with Client based on Client’s prior failure to pay and occasioned delays. The Revenue Officer advised Client and also the Company representative (once Company took on the representation) that the Revenue Officer required full compliance by Client (again based on Client’s history with the Revenue Officer and her failure to comply).

This lends itself to Client’s further claim that Company “did nothing” to help her as the State was demanding the same down payment on her outstanding debt that she came to Company with. This statement completely misrepresents what actually transpired. When Client failed to make her initial down payment, the Revenue Officer quickly escalated the collection efforts (which is why Client came to Company in the first place). This was due to the multiple prior defaults by Client in making agreed to payments.

Despite this, Company was able to move in the direction of negotiating a lower payment for Client with the Revenue Officer provided that Company, on behalf of Client was able to provide the requested and necessary financial information of Client supporting this negotiation. Company made the request to Client (on multiple occasions) to timely and completely provide the requested information and documentation but as set forth above, Client failed to a) provide; b) provide all of what was necessary or c) provided (partial) information and documentation not on a timely basis and as required by the Revenue Officer. Company was able to negotiate with the Revenue Officer and avoid the demand by the Revenue Officer for payment in full by Client. Company was able to protect Client from garnishment, liens, and other collection efforts. The fact remains that Client would have been subject to these harsh actions by the Revenue Officer had Client not retained Company and Company was able to protect Client from these actions. Company was able to defer the actions of the Revenue Officer for more than a year which provided Client with an extra year and a half of time during which, despite this additional time and protections failed to come up with the down payment for the negotiated resolution with the State. Whether this was an affordability issue or a neglect issue, the fact of the matter is that Client failed to make the necessary payment. Additionally, it should be noted that the State would not have stopped their aggressive collection actions if Client had “made small payments to the State” as she maintained. The State had been through this with Client previously and they were only interested in the payment schedule that they offered.

As previously stated, Client came to Company having defaulted on prior agreements with the State and the State was demanding payment in full from Client. Company was able to keep the State at bay for over a year and was able to negotiate a favorable payment plan for Client which only required Client to pay half of her debt on or before January 18, 2024, and the balance over the next 36 months. Thus, Company fulfilled and completed its contracted for Services. Given the failures on the part of Client to comply with prior agreements with the State, coupled with Client’s failure to timely provide requested documents to Company which had they been provided and therefore timely submitted, perhaps Company could have been able to secure a more favorable resolution for Client. Notwithstanding, Company secured the most favorable resolution for Client.

We do hope that this clarifies and finally resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

******
Bcc:
Initial Complaint
09/27/2023
Complaint Type:
Sales and Advertising Issues
Status:
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.
I hired Justice Tax in August of 2022 to help complete my back taxes with the IRS and setup a payment arrangement so I would not receive a Levy, garnishment etc. Justice tax said they the main IRS was in FL and they had agents who would go there and resolve quickly, that was a lie. My revenue officer was sending me letters and i was sending the letters to Justice tax (my revenue officer is in Baltimore). They had me sign a Power of atty and had me send financials for months. They completed my back axes and sent them to the IRS . After I paid the final amount for the 6K and they files my taxes with the IRS- they would only talk to me through text - even though I asked for updates over 100 times. In June I received a Levy on my paycheck, bank, and had to hire another attorney. I sent all the documentation to Justice Tax and was never contacted by the attorney NEVER! You are dealing a fraudulent company and a customer service rep who wont talk to you. To date I still don't have the alleged attorney's name. I am ruined and had to spend another 6k for a local attorney to fight for me and reach out to the revenue officer at the IRS on my behalf. I am sure they hire someone to respond to these complaints, but if you see this company RUN and run fast. I could have spent the money and completed my own taxes, send some money to the IRS and made a payment arrangement myself before the Levy etc. Something should be done to companies like this which are clearly predatory. If they say otherwise I will post all the receipts.
Business response
10/06/2023

October 6, 2023

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
4417 Beach Blvd., Suite 202
Jacksonville, FL 32207

Re: ****** ** ****** ********
ID ******** (“Client”)

To Whom It May Concern:

Please be advised that we are in receipt of the inquiry submitted to your office regarding the above referenced individual.

We are pleased to advise you that representatives of Justice Tax (“Company”) were communicating with Client and we hope to have this this matter resolved to the satisfaction of Client. Unfortunately, this complaint was received and posted and a response due during this resolution time frame.

Notwithstanding the foregoing, the gravamen of Client’s “complaint” is that while Company provided the contracted Services, there was a lack of (proper and timely) communication with Client. Company agrees and has taken steps to rectify this with our Client and in future dealings with (other) clients.

As stated above, the Company did complete the filings and tax resolution for our Client. The submission was waiting approval by the IRS representative. Unfortunately, the Case Manager assigned to Client’s matter chose to communicate with Client via text message rather than personally reaching out to Client by telephone. This failure was/is not acceptable and is not the way that Company strives to do business.

While we apologize that our Client had to have a less than acceptable experience with Company, we do appreciate Client bringing this to our attention and allowing us to speak with him regarding this matter. We are also appreciative that Client has advised that he does not feel that there was any fraudulent conduct that occurred on the part of Company. We understand that this and other statements from Client were done in frustration and are glad that after speaking with our Client, he is fine and other than the lack of timely contact is/was satisfied with the Services provided by Company.

We wish Client the best in her future endeavors.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:

Customer response
10/10/2023

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Complaint: ********

I am rejecting this response because:
I agree that the business did do some work on my case. The fact that I received multiple calls only after the complaint is concerning. I requested several times for someone to reach out to me and update me, including an opportunity to see documentation you are sending on my behalf and a meeting with the attorney were all denied/ ignored. When I started I was told Justice Tax through the power of attorney worked with the IRS and could setup a payment plan and stop levy’s etc. 8 months later with no communication all of my bank accounts were taken, my payroll seized, and and money on hold. I sent a TEXT to Amy my rep and got no response. After I hired a new tax attorney my Levy was removed within a 3 weeks. With my new attorney contacting the same IRS revenue officer Justice Tax knows. In the last three weeks I received more calls then I ever had this year. I still don’t have any documentation or what they did for me. I was told they had notes on my case and that’s it. 6 thousand dollars for Justice to complete my taxes and file them. I could have filed my own taxes for 1 thousand and have the 5k to the IRS and hired real IRS tax lawyers, like I have now. I would like a partial refund.

Regards,

****** ********

Business response
11/06/2023
Please see attached.

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