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Consumer Affairs


Is this your Business?

TaxResources Inc.

Citrus Heights, CA


Consumer Complaints & Reviews

Since 2004 I have purchased a Audit Defense Membership contract for each tax year through TaxResources Inc (Turbo Tax affiliate). This year I relieved an email from the company saying that consumers received an incorrect order form from them and that a new one would be coming in the mail.

I received a 2010 renewal order form from them with confidential information about another individual's account including their account number, account key, phone number, address and email address. I can only assume that my information went to someone else. This is unacceptable. I have tried to reach them by phone and have not been successful.

What can I do other than never order this service again?

We used Turbo Tax to do our 2007 taxes. We paid for audit protection which came from tax resources. Due to an attempt by ex to claim my daughter (which I hold legal claim), we were flagged by IRS. We tried to clear up by providing IRS with documentation, but were sent a notice of audit. Next, we received another notice that my wife was being audited for 2005 and 2006. We married in '07. So, we contacted tax resources to cover us for additional years. They charged us $3,000 for the additional coverage. The person, (Andrews) came up from Richmond and started reviewing our documentation. He met with the IRS person at our home and all seemed well. Well, they have supposedly met in DC since then. We finally got a notice that 2005 was a no change year.

Next, we got notices that IRS wanted to disallow '06 and most of '07 deductions. We disagreed and Andrews was told to request a meeting with agent's supervisor which I would attend. After many weeks, we received a notice that IRS was issuing a no change for '07. Still no news on '06. Next, we received a bill for '06 and the tax resources person, Andrews, will not return calls. Neither will the home office in California.

I filed my 2008 taxes with TurboTax. The state of MA informed me that I was being audited. I had purchased audit insurance through TurboTax which is Tax Resources Inc. Initially, IRS (MA) only wanted our S.S. for my two children and wife. I supplied them with such but I did not have a card. I applied for a SS card and once I received the card, a photo copy was sent to the IRS (MA). Another notice was sent with a request to supply my transactions and bills for my business. They also requested a typed 1099 from a company I had worked as they did not accept a hand written 1099. I tried to contact the employer but they never responded to my requests. I contacted TaxResources and they advised me not to contact the IRS anymore and to go through them for all the communications.

They requested I sent the original notice. I did. They requested that I send the tax forms. I did. I waited and no response was received. I got another notice from the IRS (MA). Since it was delayed and I did not respond, they now requested that I send the years 2006, 2007, 2008. I contacted TaxR with this and sent the new IRS (MA) request. I communicated with emails. They kept sending an authorization email to be able to discuss these issues through email. I complained that they had not sent me a form for legal representation yet. I also complained that I was not receiving any updates. On Dec 23rd, I got a notice from the IRS (MA) that they were disallowing my returns for tax years 2006, 2007 and 2008 which add to a total of $7000! I contacted TaxR and they suggested that I sent the new request. I asked if they had started the case yet and they informed me that they needed the new request. I sent the request.

Today Jan 20th, I got an email from TaxR that they were not representing me since I had not submitted all the forms. I contacted TaxR and let them know that I had submitted all the forms they requested. They responded that the Dec 23rd was not complete. I asked what do the notices have to do with contacting the IRS. They responded that they have to respond to the last notice that I received to which I asked why they did not respond to the first notice. They answered, "I don't know," but they are not going to represent me. I could have taken care of this myself way before this but I trusted TaxResources to handle this issues.

Now, they basically said I am on my own. I have a son that is 3 and another 11. My house is ready to go into foreclosure any day. I do not have life insurance, I can't afford it. So I am not worth anything dead to my family. The only one that has a consistent job is my wife. If these items are not resolved and they chose to attach my wife's wages. I will no longer have a family. I did not cheat or lie on my taxes. That is too irresponsible. I have not been able to pay my mortgage in a year. I had a basement flood last year due to the lack of power for four days (no sump pump. I thought that TaxR would take care of these issues with the IRS (MA). Now, I've been dumped after all the hoops that they made me jump.

I can not believe that TaxR, after all they requested, and all the questions that I posed for them to contact the IRS (MA),is not representing me. I am left alone to solve these items. I will have no home, no family and owe the IRS $7000. I am never using Turbo Tax again.

I started using Turbo Tax in 2006 when I got my Real Estate License. I did use EzTax return but you could not take deductions for a home office. This year I received notification from IRS that I was being audited. I have been doing my taxes and never have I been audited. After looking over I realized that I had purchased their Turbo Tax Audit protection which was from Tax Resources. After being assigned to a George Hodges I realized Turbo Tax was just A computer and was inaccurate in their instructions on what could and could not be done. Example: Stated you could just use the beginning and ending mileage without a daily log.

I have been going thru an audit since March 2009 and I have submitted several thousand pieces of documentation to support my tax return. It appears IRS just keeps disallowing them because they can. They requested a mileage log, I submitted. Then they said they wanted receipts to support the mileage, I give them that. They requested proof from my Employer that I worked from Home and was not provided a desk. They rejected that. They disallowed all my Goodwill Deductions..Not one cent allowed..I had all my Goodwill receipts and my spreadsheets of what I had given.

I had $4400,00 in advertising expenses(receipts were given) they denied that. Turbo Tax and Tax Resources is a scam. I sent thousands of records to Tax Resources and he brought it all back when he came a few months ago. Nothing had been done with it. I spent about $300 getting these records together and mailing them and nothing was done. He give them back to me.

I have been faxing and emailing records to him as requested and to find out this CPA from Tax Resources was just emailing them to the IRS. What happened to him personally meeting with the IRS and representating me. Something is fishy when they are just emailing back and forth. He said that with the IRS we are all crooks, liars and dishonest until they prove otherwise. He sais I should never file Taxes on time that it is a red flag. I have always taken pride in filing my taxes on time.

I would like a Tax Attorney's help in this matter. I fell a Class Action Suit needs to be filed against Tax Resources and Turbo Tax. I have devoted all my time since March 2009 trying to prepare and get together the documents requested. I have had a huge loss of Income as a result from this Audit. It has not allowed me to work and make money. I am a Realtor so I am commission only. This has also caused me huge stress and affected me mentionally and physically.


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