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About Anthem Tax Services
Anthem Tax Services is a tax preparation and consulting company available nationwide. Accredited by the National Association of Tax Professionals (NATP), the National Association of Enrolled Agents (NAEA) and the California Tax Education Council (CTEC), it offers help with a range of tax solutions, including installment agreements and offers in compromise.
Pros & Cons
- Free consultation
- Available in all 50 states
- Money-back guarantee not for tax prep
- Fees not published
Along with tax relief, Anthem Tax Services offers clients bookkeeping and tax prep services. What sets this company apart is its money-back guarantee on tax resolution services.
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Reviewed March 1, 2022
On 9/1/21, I hired Anthem Tax Services (ATS) based on the presentation by the company’s salesperson. He promised that ATS would negotiate and obtain a significant reduction in my tax debts with the IRS. He demanded a fee of $6,5K and collected $1.5K upfront. The balance was to be paid off with monthly payment of $671. I had paid close to $3k to ATS and received zero service, except for the computer calculated installment agreement to the IRS. The amount of the monthly payment to the IRS as “negotiated” by ATS is the same computer calculated amount that I obtained from IRS website prior to my engagement with ATS. Most important, it was not until 1/26/22, that l was made aware unless the full $6.5K is paid, not only that ATS “Resolution Department” would not work on my reasonable cause penalty, but Anthem “cannot guarantee success.”
Lastly, on 2/4/22, I received an email from Anthem that simply affirmed that ATS would keep my $3K, because [my] case is not eligible for a money-back guarantee request, since Anthem was not “given the opportunity to complete [my] case and explore all possible resolution options with all applicable taxing authorities.”
ATS added yet another reason – a lie, of course - to keep my $3K; thus “Since you are advising that you have contracted another tax firm to move forward contacting the IRS on your behalf and the other company is now tasked with the resolution of your tax liability, we will move forward with the cancellation of your service. This is due to you breaching our agreement and initiating services with another tax firm to contact the IRS for the same service we were contracted for.” False. I did no such thing. It is a stupid lie that could be disproved easily with a single telephone call to the IRS. To this day, ATS remains my tax rep of record with the IRS. Hence, ATS would not have a problem with IRS to verify whether ATS has been replaced by another firm as my tax rep. So, yes, I have been swindled out of $3K by ATS.
Thank you for this review you had published. We take this information very seriously and it allows for us to take this data and information to improve our client experiences and internal processes going forward. Unfortunately, only part of the information you published is being shared in your review. Let me clarify and add some additional information so your review is more accurate. 1- we were able to lower your balance by $4,238.37 by enforcing a first time penalty abatement. We are not able to "guarantee success" of a reasonable cause penalty abatement because we can't forecast what the IRS's decision will be. The reasonable cause for a penalty abatement will only be accepted based on the information you provide us and we can't provide you a guarantee if the information you provide us isn't enough substantiation for the IRS or if it's not a legitimate reason for the IRS to abate your penalties. You had paid us a total of $3,513 of the $6,500.00 that you had agreed to paying. We are not going to finish your case until we are paid in full which It says that in your service agreement that you had signed. This is partially why we have not continued servicing your case further because more fees must be paid. Lastly, the salesperson you spoke with didn't "demand" 6.5k. He provided you the cost of our service and you made the decision to hire us. I don’t want your review to make it seem like you were forced into hiring us when it was a decision you made after you did your due-diligence.
Reviewed Jan. 15, 2022
I received a notice from the IRS that I owe $45,026.53. On August 20, 2021 I called Anthem Tax Service and spoke with Mollie **. Anthem Tax Services said they would be able to immediately stop garnishments, levies, liens, etc. preventing further actions from the IRS for the total price of $8000.00. On October 03, 2021 I discovered an unauthorized promissory note charge of $16,974.72 from Anthem Tax Services bringing the total Anthem Tax Services fees to $24,974.72 on top of my IRS debt of $45,026.53. To date there has been no reduction of my tax liability, while I am being garnished with levies and liens being attached. I have reported Anthem Tax Services to all relevant local and federal government agencies. Avoid Anthem Tax Services. Do not waste your time and money with Anthem Tax Services. I have experienced the same tactics reported by other reviewers.
Mr. Wayne you have had clear communication with your tax professional about the final resolution of your case. Your tax professional spoke with you at length on 11/16/2021 and explained the resolution obtained (CNC) being the best outcome possible, in which you agreed and understood. Should you like a follow up conversation to further discuss the final resolution of your case, we kindly ask you reach the mainline at 888-548-0478, and select option 2. Thank You.
Reviewed Dec. 29, 2021
I was very impressed with a very quick response to my online request and the time spent by a highly qualified representative (David **) to listen and understand my complicated situation and provide me with various options to deal with and follow up with IRS. All this without expecting any paid service with the company. The advice I received was very helpful and comforting. Thank you so much David for your time and help! I will not hesitate for a moment to seek out services from David in future.
Thank you for the wonderful review!
Reviewed Dec. 15, 2021
David ** of Anthem Tax Service was fantastic. He spoke to me for about an hour late one Friday night and said he would do some research before charging me anything. He sent me a form to sign and 2 business later he got back to me with good news. He didn't charge me any fee.
Thank you, Bob. We appreciate you!
Reviewed Dec. 12, 2021
Scam and Fraud!! Anthem Tax Service made promises to reduce or solve our tax problem. Paid Anthem Tax Service $7500 for a nonstreamlined Tax Lien installment agreement with interest and penalties. They refused to honor their 100% Money Back Guarantee for making our tax situation worst. Had 5 case managers in 21 months. Anthem kept our case in the dark and not informing us. Had to call them to find out what was going on with our case. Had talks with their owner to be talked down by them. They refused to give us a refund unless I remove our bad review we gave Anthem. That's not a guarantee either?
Reviewed Nov. 8, 2021
Anthem Tax Services is a rip off and a scam. They make promises they can’t keep and then make promises that they say they can keep only don’t keep those promises either. David **, one of their slick salesmen, is very responsive until he gets you to agree to hire Anthem and then does not answer phone calls or return them. Their “Case Managers” do not respond to emails or answer or return phone calls either. Don’t waste your limited funds on Anthem Tax Services. You would be better off finding a company that actual cares and handles your problems or use the funds to pay off your tax obligation.
Reviewed Nov. 1, 2021
Josh and His Team has been Helping My wife and me for a Good many years. We Are blessed to have Anthem Tax Services / AKA Having Our Back Services, taking care of Business the way all Tax services should be. We thought we had the right Tax service until We Met Josh ---OMG -- Thanks Josh :} If You experience a change in agents with them -- rest assure, They are picking the Right agent for Your Needs. WE 100 + have Nothing to worry about being in their hands. I have Never felt better in tax time -- And That Just Don't seem Right -- But True it is :} ROCKSTAR STATUS!
Thank you for the wonderful review Mr. Harold. We appreciate you!
Reviewed Oct. 17, 2021
I am extremely grateful to Anthem Tax Services for their kind assistance; David * was helpful, supportive, and knowledgeable. He resolved my situation/query quickly and efficiently, and provided updates/followups throughout. David was personable and professional, polite and extremely skilled at his job. I recommend Anthem Tax Service unreservedly, and by all means, please ask for David **; He knows what he is doing, and he does it very well.
Thank you for the 5-star review!!
Reviewed Oct. 14, 2021
If you are a new client and deciding to work with these guys. Stay away from this company!!! I've started the case in August 2019 and my case was throwing around between different reps. Finally, it was solved in October 2021. It took them 2 years and 2 months to resolve a simple case. They negotiate a tiny portion initially, we agreed with a much bigger portion. Awful customer service and horrible experience. It will be much easier and faster than you deal with IRS on your own rather to work with this company.
Reviewed Sept. 28, 2021
We paid them $3200 upfront three years ago to help our tax problems that amount to much more than we just don't want to pay it all. 5 enrolled agents, 3 case managers and a customer relations specialist later and we have had zero help with our case and now we are on permanent ignore. No calls, no emails, they even told the BBB we were not their clients. I refiled that complaint with much evidence to the contrary. IRS says avoid companies that claim they can settle for pennies on the dollar and also companies who ask for all the fees upfront. I didn't know that before I hired them, but now you do. Avoid these people and ask for help at the tax advocate office or hire an actual attorney. We were assigned one actual attorney and she spoke to us once and has ignored us for 3 months. The wolf is at the door after 3 years so we could not afford to be blind and stupid like the previous 3 years of obfuscation and delay at the hands of Anthem Tax.
Hi Ms. Nina, we would like to apologize for your negative experience. This is not what we'd like to hold ourselves to when it comes to reassuring our clients during the resolution process. Your feedback has been forwarded to our Customer Support team for review and they will contact you directly to find a resolution. Thank you for letting us know.
Reviewed Aug. 24, 2021
Sam ** and the other Associates at Anthem tax Services have been great! They have done a great job helping me on the path to rectifying my IRS problems and keep me focused in doing so. Sam has been very easy and helpful through the whole process this far. He even tries to make sure I don't let things slip through the cracks. He contacts me as needed and makes sure I am current on where we are at in the process. I am confident Sam will make sure the outcome with my situation is fair and keeps me in good standing. I have been very satisfied thus far and will definitely recommend Anthem Tax Services in the future.
Thank you, Michael!
Reviewed Aug. 19, 2021
I dealt with Sam and he was helpful, attentive to my wants and needs and very professional! He was very prompt to call me back when needed and kept me updated on the process!! I would totally recommend this company and Sam to anyone needing help with their taxes!!
Thank you, Wendy!
Reviewed July 28, 2021
I had a good experience with them... They were very good at trying to resolve my tax debt... Exploring various options to help me to the best solution... Their tax professionals are courteous and great at responding.
Thank you for the great review, Khalid!
Reviewed July 9, 2021
I selected Anthem Tax services after receiving letters from the IRS. I was told they would be able to reduce my tax liability. After almost a year after signing, I never heard from them and couldn't get in touch with my case worker. Several calls over a few months and finally got in touch with a manager who said someone would be contacting me after the first of the year. Sometime in February 2021 I called again and pitched a fit after learning I had approx $4000 interest added to my IRS debt due to Anthem not following up or taking any action.
My case working was no longer with the company and a new one was assigned. In April of 2021 I had provided all required documents and they said they will only be able to set me up on a payment plan to the IRS... No reduction, No penalty abatement, nothing that would help reduce my liability. In fact my liability went up due their lack of response. Here it is July 2021 and still nothing from the IRS for a payment plan yet interest is still accruing. I want my money back. We'll see if they hold true to their guarantee.
Reviewed June 27, 2021
Updated on 09/06/2022: I contracted with Anthem Services over two years ago. I was charged $4000 for the service of helping me obtain a resolution with IRS over past debt. I HAVE NOT HEARD FROM ANTHEM IN ALMOST A YEAR. This is what I received for $4000:
Multiple requests for documents;
Tax form preparation for three years;
Lots of promises.
After I wrote a bad review, I received a call to assure me all would be ok. After that I got a few calls from a very nice woman in FL to say Anthem was waiting for IRS to process a tax return from a previous year before the can continue with the case. That’s the extent of their “service” for $4000. IRS has processed the return and placed my account in jeopardy. Not one word from Anthem. BE CAREFUL. Do a thorough search for individuals who can help you. If you choose Anthem, proceed cautiously.
Original Review: I have experienced several instances of requests for documents, which I supplied. The most recent request for tax documents for a tax year I did not contract assistance for. I have experienced having to deal with several different people requesting documents only to then learn the person 'is no longer with the company.' Then they start all over asking for more documents. NO ONE has provided me with an analysis of my situation and NO ONE has informed me about their representation of me with the IRS to assist with debt resolution. To date, what they have done is assist me with completing and filing tax returns for the years I need help with. I am no less than 60 days away from the expiration of my contract and this is what has been accomplished - filing tax returns.
Thank you for providing your feedback and letting us know about this issue, Ms. Kim. We set a high standard for ourselves and are truly sorry to hear that standard was not met in your interaction with us. Your feedback has been forwarded to our Customer Support team for review, and they will contact you directly to find a resolution. We truly hope you provide us with an opportunity to turn your experience around.
Reviewed June 16, 2021
Could be easier to contact and get ahold of. Could call clients back when they leave a message. I left several messages but no response yet. Could provide monthly updates so we THE CUSTOMERS are not left in the dark. Should have a way to video chat with clients.
Hi Mr. Michael, we would like to apologize for your negative experience. This is not what we'd like to hold ourselves to when it comes to reassuring our clients during the resolution process. Your feedback has been forwarded to our Customer Support team for review and they will contact you directly. Thank you for letting us know.
Reviewed April 23, 2021
Service was prompt, attentive and without overhype. Lawyer Victoria S was awesome, always available, was knowledgeable and able to explain the process while also being honest about possible outcomes. Rare a service outperforms my expectations but the attention to detail was most impressive.
Thank you for sharing your experience with us, Michael!
Reviewed Feb. 10, 2021
I did a Google search, and Anthem popped up near the top and they had good reviews. I called them up and talked to somebody and that was pretty much it. It was good.
Thank you for the 5-star review, Mr. Aaron!
Reviewed Feb. 3, 2021
There was a tax bill on a business in the state of Nevada that I never owed and Anthem provided the conversations between the Department of Taxation and their firm. They also did the procuration of an offer in compromise due to our current situation. So, an offer of compromise was accepted recently and we're waiting for the final papers to come through. Initially, I had contacted David and he was a very energetic and strong individual. I liked him. Then, I moved to another lady for a couple of weeks. Then, we moved to Victoria. She was very detailed, careful and was able to get the result and the job done. But it’s always nice to know when someone takes over the account. It changed three times over time and that was a little excessive.
Thank you for sharing your experience with us!
Reviewed Jan. 30, 2021
Anthem seemed like the best fit for what I needed. I worked with several reps and they were all really well. The one whom I worked with most did a great job. There was so much paperwork during enrollment but it didn't take that long. Settling wasn't the greatest but it wasn't Anthem's fault. The state pulled out an agreement they earlier made just to get us to sign. Still, it worked out and this is better than what I had.
Thank you for sharing your experience with us, Gabriel!
Reviewed Jan. 26, 2021
I had some years that I had not filed taxes and I needed to get that done. I called Anthem up and said, "Okay. What's going on?" and they were good. I wanted to have that contact all the time, somebody updating you every day or week. I didn't get that at first. But once everything got underway, it went smoothly. And I can still send an email, and they sent information if I needed it. They should improve in the initially explaining to customers exactly their process, what different steps will be, you will get to phase one or phase two, phase three. And not having to inquire yourself, but that should be something that they should give on their own. But they work with you being the mediator between you and the IRS and they see to your advantage or try to as much as they possibly can.
Thank you for sharing your experience with us!
Reviewed Jan. 25, 2021
Everything was good. The only issue that I had was when I first contacted Anthem, they made it seem like they could have done more for me. At the very end, all they did was put me on a payment plan. That's something I could have done. I didn't get any reduction at all. I ended up paying $3,700 and they gave me a reimbursement which was half of it.
Anthem needs to be a little bit more transparent and upfront when it comes down to what they can and cannot do. They could have asked me more questions and looked at my financial backgrounds before they even took my case and said, "Honestly, there's nothing we could do.” I do have a 401(k) and properties. I have means of paying it back. They do help but they have to be more specific on how they can help you based off of your conditions. On an individual basis, they will need to drill down and see if that person is a good candidate for any kind of help. If it's just going to be a payment plan, then that's something that he can do on his own and not pay the $3,700.
Thank you for your feedback, Mr. Enrique. Your experience was also shared with our company so that we can make things right moving forward. We appreciate you!
Updated review: Feb. 25, 2021
I received an unexpected phone call today from Misty at Anthem Tax Services. It was in response to the low rating and critical survey I gave about my experience. Misty came across as sincere and expressed Anthem's concern about client satisfaction. I was asked to cover the details of that experience. Afterwards, I received an apology in addition to being told a reimbursement would be processed. Completely surprised and very delighted with this gesture, I could not have imagined any contact with Anthem after the service was completed.
Original Review: Jan. 24, 2021
Initially, my impression of Anthem was good. They were very convincing about their capabilities. I was provided an initial documentation and about four days later, I got a notice that I needed to sign another agreement. When I inquired as to why, I was told that there were some benefits to me that they were going to provide. That was great. I spent the last 25 years of my career in project management doing contracts for multinationals so I am very detailed about language in contracts. When I got the document from Anthem, I went through it and I didn't find any additional benefits. I emailed the Anthem guy back and asked about it. The guy was evasive. He lied and there were no benefits. He then gave me three different excuses as to why I needed to sign.
I started the engagement on September or October 4. The post date he wanted was four days later which was on the 8th or the 9th. That made no sense. But since I was getting benefits, I was okay with it. But there were no benefits. I pressed him and gave up in the end. I told him that if the benefits were not going to be provided, he should be upfront about it. There was an administrative mistake on the start date and I understood that. He finally conceded and said, “We just want to get this done. And it's just a later date that this process starts.” I said it was fine as I didn't want to delay it given the circumstances that my wife and I had.
About a month or two later, I got a notice saying that the IRS was unable to identify my wife and that is usually attributed to a middle name or maiden name. I couldn't imagine why because the documentation I sent was very detailed so there was no misunderstanding about her name. I passed on the information and they thanked me for it. A few weeks later, I was still told that the IRS doesn't recognize my wife. This was very mysterious and I asked what they needed. They said the Social Security numbers so I had the guy call me. I asked what Social Security number they had and he gave me a number. That was incorrect and there was no way I gave them that number. Somebody on their end made a typographical error. I gave him my Social Security number and he went through his records while we were on the phone. He said he got an update and he would send me the document with the corrected information.
The document he sent me was the original document I submitted to them. There was no mistake there. The mistake was in their submission to the IRS. The rep denied it and covered for whoever administratively handled it. I could see through that but I just let it go. I told him that I wanted them to pick up the pace and pay more attention to errors. He indicated at the time that there was a problem with my 2017 filing. I couldn't imagine why because up until 2019, I had no problems with the IRS. I said, “I'll pay closer attention to find out what's going on there.”
As we started moving toward the end, I got an email from the IRS that indicated where we were and what their expectations were. The bottom line is Anthem sent me the document which was with the power of attorney. When I received it, it told me exactly what happened. They screwed up. What the case manager didn't know was that the IRS sent a copy of what they submitted. And I told them that was what had happened. It would have been simple for Anthem to just admit the error but they stuck to their explanation.
I paid Anthem almost $1,000 more than the company I had initially planned to go to. My wife liked the story that Anthem told. But as we went on, I realized it certainly wasn't worth it. And then near the end, my case manager wasn't available for whatever reason. We had an agreement that he going to call me on the second week in January but I didn't hear from him. I sent some emails because I received a notice of liens from the IRS. I left several voicemails and I didn't hear from him.
It just so happens that I had the phone number of the attorney who cut the power of attorney. I gave him a call and he came across as very professional. He offered his opinions and it looked like we could move forward. I was told my case manager had been out ill and I halfheartedly went with that. I didn't need him anyway anymore. But still, there was no reason he could not leave me a message that he could not contact me and give me somebody else I could talk to.
We got to the final step of the process and I needed to file the last form, which was the authorization for a contract with the IRS. It was an agreement for payment with the IRS. When we first talked, I was asked for the account that we wanted the IRS to take the deductions from and I gave the routing number and the account number. The form came back and what stood out like a sore thumb, which my wife saw right off the bat, was a missing digit in the routing number. These people at Anthem don't do a very good job error checking.
In the final analysis, two things that stood out. One was evasiveness. Truthfulness is a problem. The other is errors and omission. I have to put up a $30,000 bond to cover errors and omissions. Anthem might want to consider that with some of its employees because given the number of errors and omissions, they could get burned very badly. In the end, I could have done better. Anthem was overpriced given the service that I got. When you call up Anthem on the web page, they come up as number one in the top five tax relief services. I could be one of the many disgruntled consumers who had a bad experience. If I were to make an organizational change, their case managers would be scrutinized better.
Thank you for sharing your experience with us, Mr. C. We do apologize for your experience with our firm. We take all comments very seriously and will be investigating the situation further so that we can make things right in the future. Thank you again!
Reviewed Jan. 23, 2021
I was extremely messed up with my taxes and was five years behind. I was wondering how I was going to get myself out of my predicament. I saw an ad for Anthem and gave them a call. It took a good couple of conversations with them to realize that you're better off fixing the problem than trying to wait till next year hoping the problem goes away because it doesn’t. I spent a good year back and forth with them, especially with the pandemic where everything’s closed. A year later, everything's just a completely different story. Their people were good and almost felt like they were my friends. With Anthem, all my tax issues were completely solved. In fact, the IRS has been sending me checks. There is only about 2,500 from one of the years then everything is will be done and settled.
We appreciate the kind words, Mr. Marc. The team at Anthem Tax Services thanks you for trusting us with your tax needs!
Reviewed Jan. 20, 2021
Two years ago, I found Anthem online. I looked them up and I read their reviews, which were great. It seemed like they were trustworthy. The last two people I worked with, Michael and the female that he was working with, were great. Michael worked hard to do what he could to help me out. He called me back majority of the time ASAP. He was very polite and always professional. I also have to give the girl that was working with him credit because she was on it. Michael was good, but if she could take his place, I would love to work with her 100%.
I filled out papers and faxed my financial information to Anthem and I would like it if things had moved along quicker. It took two years and some of it was my fault, but even at that, it seemed like a long time. I would’ve liked to have been completely done with the IRS too. If I ever came into some money 10 years later, I’ll have to pay them back and to me, it’s like it’s still hanging over my head. I'm not as stressed as I was, but if it could have been resolved completely, then that would have made me happy.
Letters still come in the mail. I got one letter saying I owed $215 which I need to find out why. It might have had something to do with healthcare for one year, which I was gonna call Michael about because I thought everything was taken care of. Other than that, I don't have to make monthly payments. I don't have to worry about if somebody is going to come in and snatch my property up.
Thank you for sharing your experience with us, Susan!
Reviewed Jan. 19, 2021
I went online and I did some research with some other companies that were locally here in Texas where I'm at. I happened to catch Better Business Bureau feedback and consumer feedback but I must have caught some positive feedback and chose Anthem. But they did a poor job for me. It took them over a year and a half to get things taken care of. They were terrible at communicating, returning phone calls or even answering the phone call. In my business, I missed calls too but I make it a point to return my calls. Anthem did about three income taxes for me for three years and I had one company do it for me here locally. My taxes were 5,000 and I thought of sending them to Anthem and see if they could do better. I turned out with a $15,000 bill, which was $10,000 more than what the local person did here in Texas. It was way more taxes than I initially started off with when I started off with Anthem.
There are variables and justifications but they didn't even try to do any kind of tax deductions. I was very disappointed. I went from owing the IRS maybe at the most, $10,000, to owing them $48,000. Anthem probably did the bare minimum they had to do just to collect my fees and settle my account with IRS. The only effort I got from Anthem was to set up a payment plan for me. I could have done that over the phone with IRS. Anthem was supposed to be reducing my tax burden but they increased it. I'm not happy with them and I wouldn't recommend them to anybody.
I didn't go online and make a big deal out of it. I just wanted to end my relationship with them as soon as possible and pay off my tax burden that they built up for me. The way I understand, for me to get any reduction in my taxes, I gotta be not working and not have an income, any assets, anything coming in or very little minimum wage or below poverty limits to get any reductions or be able to reduce my tax burden at all. I got passed around at least a half dozen times with the people that were handling my account. I never knew from month to month or phone call to phone call who was gonna be handling my account until the very end. I just wanted to get the paying over with and it’s not settled. I gotta pay 700 a month for the next six years. So, it's not good.
Thank you for providing your feedback and letting us know about this issue, Mr. Alfred. We set a high standard for ourselves and are truly sorry to hear that standard was not met in your interaction with us. Your feedback has been forwarded to our Customer Support team for review.
Reviewed Jan. 15, 2021
Anthem Tax was helpful and they communicated really well.
Thank you for the kind words, Jennifer!
Reviewed Jan. 12, 2021
The reps at Anthem were interactive and reasonable. They gave me the time frames and came along. Whatever time frame they said it was, it was. Working with Anthem gave me some peace of mind where I know that it's not going to affect this while we set up an appointment with the IRS to make the arrangements.
Thank you for sharing your experience with us, Jadira. We appreciate you!
Reviewed Jan. 7, 2021
I was looking for somebody who was gonna solve my tax problems. I went with Anthem and they've been great. They made the deal that I wanted with the IRS and everything's done. It took nine months because of COVID. The monthly payment was fine.
Thank you for sharing your experience with us, Rodney!
Reviewed Jan. 5, 2021
I was laid off and I had to go into my 401(k), so we had a big tax bill that we couldn't pay. The first person I talked to was the sales guy, Greg. During our first conversation, he said they could help me. He asked for some initial information and we've never done it before, so we didn't know if that was a comprehensive list of what he should be asking. We said, “Great. We'll send it with the service.” At the time, money was extremely tight, so he worked out a payment plan. He said, “Once we get the final payment, we'll start it.” They got the final payment on the first part of October, but we didn't hear anything. When we finally heard from someone, it was November or December and we got back to that person with information then we didn't hear anything.
We finally reached back out to Greg because we didn't have the name of anybody else. He said, “Oh, that person is no longer with the company. Let me get somebody else to contact you.” Shortly after that, we got a notice from the IRS that they were putting a lien on our property because they hadn't been contacted. I reached out again. I said, “Hey, this is getting serious. We need some help.” He added somebody to the email and said, “This person is going to be contacting you.” He didn’t contact us. It took me badgering them to get them. I finally made contact and got through some initial information. They said, “Hey. Well, you never did sign this document,” and I said, “Because it wasn't right. The first person who sent it to us left the company and it wasn’t correct. It was never corrected."
Alicia said, “I’m so sorry.” She was good about working with us and getting that documentation corrected. Somewhere along the way, COVID hit and it seemed like all sense of urgency was gone. They said, “Well, everything's on hold,” and I said, “You don’t understand. We’ve been dealing with this. This is frustrating. We paid you to do this, so get it done. I don’t care about COVID.” She worked with us and once she got everything documented, there was so much information that the sales guy had not asked us. I don't know if it was his job to or not, but we got it all done.
When Brie contacted us and we had a conversation with her, she started asking us about our 401(k). She explained, “Well, because these are 401(k), they're not going to reduce this amount you owe.” We were like, “You gotta be kidding me. That's what got us into this. Because we had to take money out of our 401(k).” Brie said, “No, that's how it is.” If the sales guy had told us that from day one, we would have just gone straight the IRS ourselves, worked out a payment plan and saved a whole lot of money. Everything we read about, apparently, we can do that on our own. Instead, we sent money. It was very frustrating and we kept getting emails saying, “Would you like to do a survey?” I’m like, “I don’t know if they really want us to.”
Before they take your money, they need to make things clear what's included if you have this much money and assets. I was just doing stuff. Our kids are getting ready for college. What's in our bank account is for financial aid, but all they want to know, "What's in your bank account?" They're like, “Exclude your cars, exclude your 401(k), exclude your house.” That would have been very helpful.
Thank you for providing your feedback and letting us know about this issue, Mrs. Lau. We set a high standard for ourselves and are truly sorry to hear that standard was not met in your interaction with us. Your feedback has been forwarded to our Customer Support team for review, and they will contact you directly.
Anthem Tax Services Company Information
- Company Name:
- Anthem Tax Services
- United States