
Fortress Tax Relief Reviews
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About Fortress Tax Relief
Based in Oregon, Fortress Tax Relief is a national tax resolution firm that provides services to businesses and individuals across the country. It offers a range of solutions to resolve tax debts, including pennies-on-the-dollar settlements, payment plans and penalty elimination. Each case is handled by a licensed tax attorney who specializes in handling back tax liabilities.
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Fortress Tax Relief Reviews
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Reviewed Jan. 13, 2023
I have used Fortress Tax Relief for 2 very difficult negotiations with the IRS. After years of negotiating with the IRS, Peter successfully resolved my issue and the case was finally closed in our favor. Peter never gave up and communicated clearly with us his strategy to win. Truly grateful to Peter and everyone at Fortress for taking care of us and our case. If you have any issues with the IRS, I urge you to call Fortress Tax Relief and let them help you get you back to living your life without the fear of the IRS. Success is their business.
Our formula for success is to hire ONLY high-caliber attorneys to represent our clients (no other significant U.S. tax relief firm does this), to train them thoroughly and then train them more, to treat them well so there is virtually no turnover (nearly all our attorneys have been with us for 15 years plus), to require an unwavering commitment to doing what is best for our clients and providing outstanding customer service, and to instill a never-say-die company culture. It takes every component of that formula to succeed with a difficult a case like yours. You've been a great client, and we're so glad you found us. Thank you for your business and your review!
Reviewed Jan. 10, 2023
I was contacted by Tax Fortress about 5 years ago with an issue I had. I thought I could handle it. I was wrong. Thank goodness at the time that Joe ** called, I was smart enough to recognize a high-quality person from a professional business. I kept Tax Fortress' contact information, and when the issue resurfaced, as they always do, I called Joe. He remembered me. How about that. He handed me to their attorney, David **, who also is a Tax Attorney. Great combination for what he does. He listened to my story. How refreshing to be heard and not brushed off. David said he wanted to do some research and would call me back. Then, he called me back in a couple of days.
Shea ** was on this call. Shea is the glue that keeps all the pieces of your case together. He and David asked me more questions. David commented to Shea that they would want to do such and such. This is something that I really respected - their transparency. David then told me to send Shea some documents, which I subsequently did. David and Shea thanked me for my time and we ended the call. Shea became the designated communicator with me. He always contacted me when he said he would, be it phone or email. Shea was thorough with what he had to relay to me and in answering my questions. Shea was professional and patient. Whenever I had a question about something, I'd call or email and within hours Shea responded, every time!
The team there of David and Shea were ready to go to battle for me. That was clear as we discussed my case. It turns out the resolution for my case was straightforward. Still, Tax Fortress handled my case thoroughly and professionally. The reason I went with them was because I needed to know that once my case was resolved, it would not resurface, ever. I got what I wanted with Tax Fortress - professionalism and humanism. Did you ever think you would get that with a Tax Resolution company? You can get it with Tax Fortress. I highly recommend the folks at Tax Fortress.
Reviewed Jan. 5, 2023
I found myself and my wife owing a significant amount of money in back taxes to the IRS. I worked with David **, and he exceeded expectations. I am so blessed that we made the choice to use Fortress and for his work and professionalism I will forever be grateful. Thank you so much for all.
We're grateful to have had you as a client!
Reviewed Dec. 13, 2022
The reviews that my cousin gave were great and that's what motivated me to call Fortress. They were extremely professional and they provided me with all the answers that I needed to know - what I was going to go through step by step and the outcome. I was very satisfied with them. They gave a callback and didn't keep me in the dark. Also, I was extremely comfortable with the company and I didn't have to worry about anything. The papers were in order where I had to sign and everything came on time. It was just the mail that held up everything but that was it. This was ridiculously easy. I've been giving out their name to everybody that I know that’s been having tax problems.
Having a serious tax liability is no one's idea of a good time. We strive to make the process as easy pleasant as possible for each of our valued clients. We're glad to hear we hit that mark with your case. Thank you!
Reviewed Nov. 20, 2022
I was very satisfied with the service I received from Fortress. My attorney, Art **, negotiated a manageable plan for a large tax debt. Throughout, Art and his assistant Joan kept things on track with great communication. This helped make the process very stress free. Highly recommend.
Having a large tax debt is no one's idea of a good time. We're glad we were able to remove the stress from the process for you and get you the results that you needed so that you can move on to better things in life. Thanks for being a great client!
Reviewed Nov. 15, 2022
I found myself owing a significant amount of money in back taxes to the IRS. I called and talked to several companies before finding Fortress. I worked with David **, and he exceeded expectations. There were several roadblocks that delayed the outcome and my offer was actually rejected. David worked diligently to overturn their decision and it worked out in my favor. I am so relieved that I made the choice to use Fortress and was lucky enough to get assigned to someone that was confident and capable to pull this off. I will forever be grateful. Thank you so much for all of your hard work!
The IRS accepted only 30.7% of the OIC's submitted nationally last year (the rate of acceptance of the offers we submitted was much, much higher). So, the importance of having an outstanding tax pro who knows how to appeal and get an offer approved cannot be overstated. We're so glad we were able to make such a positive impact on your life. Thank you for your business and for your review!
Reviewed Nov. 12, 2022
The Fortress legal team were knowledgeable and resolved our tax issues in a way that we could manage. It was amazing that our tax problems could be solved and, when issues came up, we could send them to Fortress confidently. We now have all issues resolved and feel amazing relief.
We're so glad that you feel amazing relief! Thank you for putting your trust in Fortress Tax Relief.
Reviewed Nov. 8, 2022
Artur and Joan were so helpful assisting me with my challenges. I highly recommend their services and truly appreciate their professionalism and continual updates regarding the status of my account. They help educate me regarding my situation and always provided me with options to consider and their opinion about the best course of action. Dealing with a situation that can have a large impact on your family is a scary experience. They were terrific.
You are so welcome!
Reviewed Oct. 25, 2022
What an awesome experience and a gigantic burden lifted from my back. I have work with Art and Joan *(The dream team) at Fortress twice and they honestly took the time to listen to what was happening, understood all of the facts from my side, and came up with an amazing game plan to fix a major issue I carried for years alone. I am so appreciate to the prompt responses I always received and the guidance when needed. I was skeptical at first because you hear of so many scams out in the world but they quickly put my mind at ease and truly delivered in the end.
In house we refer to our entire team of tax relief attorneys and assistants the All-stars, so your assessment of Art & Joan being a dream team hits close to home. We're so glad to hear that your experience was "awesome." Having a large tax liability is no one's idea of a good time, but you aren't the first to report getting rid of gigantic the burden feels fantastic. Thank you for your business and your thoughtful review!
Reviewed Sept. 28, 2022
Unfortunately I had serious tax issues. A CFO had left me in a bad spot with the IRS. I had no idea what to do. Fortress and David ** was truly awesome to work with. I worked with him for over 10 years until my tax situations for my business and personal taxes were resolved. I had interviewed a few companies before selecting Fortress. Fortress didn't promise me gimmicks or do things that would get me in more trouble. They were professional and at times worked with my accountant. They were able to get a significant amount of my penalties removed as well. I can't say enough about them. I hope you never find yourself with tax problems but if you do you can't be in better hands.
First, it is extremely unusual for us to have a client for 10 years or even 1/3 that amount of time, so your tax situation was definitely quite complicated and likely included a number of new and significant challenges that came up during the course of representation. Your case is a great example of how our A-team of tax relief attorneys won't shy away, won't give up, always continue to fight on behalf of our clients, and can eventually turn a seemingly impossible situation into a beautiful success story. There is a good chance that an average tax relief professional (the kind our competitors favor because they are cheaper to employ) would have failed. Thank you for putting your trust in us and thank you for the kind review!
Reviewed Sept. 28, 2022
Best Tax Company in my opinion thus far. They resolved my tax issues with the IRS. Thanks Fortress! Fortress Tax Relief were very professional and resolved my tax situation in a timely fashion. I had an issue with another firm and Fortress did way better than they did.
Fortress was recently ranked #1 in the USA by Investopedia for large tax debts, and we're glad you agree! Thank you for your business and for your review!
Reviewed Sept. 9, 2022
I owed alot to the IRS after some financial mistakes and was stressed out beyond belief. There was no way I would be able to pay the IRS the full amount. I was worried I would lose my house. Any other assets I had. Luckily I found Fortress Tax Relief- after 1 phone call I could breathe again! They worked with the IRS to get me on a simple and very affordable payment plan. I'm no longer worried at all because of the trust I have with this firm. They do great work- highly recommend giving them a call!
Thank you so much for your business and review! There is a strong correlation between tax debts and stress levels, and you are one of many clients to report that simply having Fortress in your corner immediately reduced your stress. We are so glad that you gave us the opportunity touch your life in such a meaningful way. Getting an affordable monthly payment can be a lot more difficult than one would think, and we're pleased to hear that you are happy with the results. Thank you.
Reviewed July 18, 2022
Fortress Tax Relief has been a true blessing. The team of professionals stepped in and came up with a solution to my years of back tax issues. They listened and understood my problem and offered the best solution for me. The professionalism of the team cannot be overstated. I would like to give Art and Joan a special shout-out for keeping me informed at every step of the process.
Thank you so much! We are super fortunate to have dedicated and talented professionals like Art & Joan on our staff. We appreciate your business and your review!
Reviewed July 7, 2022
We are so glad we find found Fortress Tax Relief. We had two really bad experience with two different companies that claimed that are tax Lawyers and they could help us with our back taxes. But of course they didn’t they just got our money. But once we find Fortress Tax Relief, Peter and Karlin help us in with anything we needed with answers questions we had and keeping us informed about everything that was happening. And finally we get the call that we had Been wait for. We are on the to having our back taxes in the past and we can’t wait. We can’t thank Peter and Karlin enough for their help and we highly recommend them for anyone else that needs help with their taxes.
Reviewed June 13, 2022
Joan, helped my mom with an IRS issue. She was very helpful, knowledgeable and always got back to me in a quick manner. I will always be very grateful to Joan for helping me every day I called her for the many questions I asked, and she answered.
We're fortunate to have knowledgeable, caring, and dedicated people, like Joan, on our staff. Thank you for your review!
Reviewed June 10, 2022
I secured representation with Fortress as I had a tax issue that I needed help resolving. The attorney who handled my case was great, the staff was great, and in the end, they secured very favorable resolution that resulted in a significant reduction of my liability. I would recommend Fortress to anyone who needs assistance with tax resolution as I am 100% satisfied.
We aim for 100% satisfaction with each and every client, and we're delighted to hear that we hit that mark with you. Thank you for putting your trust in Fortress Tax Relief!
Reviewed May 19, 2022
Working outside of internet service areas have become more sufficient with Fortress Tax Help. I enjoy the one on one help and ambition to get a resolution. The routine check ins with status reports is a big win for me when I return to cell service areas.
Thank you!
Reviewed May 3, 2022
Hired the team at Fortress Tax Relief about 3-4 years ago to help me with my Tax issues, they have been so helpful in every aspect and I’m very happy I chose them. They made the process super easy and couldn’t have done it without them. Huge thanks to Jeremy and Alyssa!
Jeremy and Alyssa have loved working with you, and Fortress management is happy because you are happy. Thank you for your business!
Reviewed May 1, 2022
A JOB WELL DONE! There's no better way to describe how happy I am with the services provided by Fortress. Working with David ** and Sayward **, a more responsive team is hard to imagine as they spoke or emailed answers to ALL my questions in more than a timely fashion, delivered a more successful outcome and settlement than I had hoped for. All decisions were made by me after explanation and advice and there was never a written or spoken promise as to what they would deliver. Fortress's experienced staff of lawyers, accountants and paralegals always reinforced my choice of representation. Receiving a letter from the V.P of Fortress stating his availability if needed was comforting but the team I got to work with never needed the help. THANK YOU ALL SO MUCH. THOMAS and ROSEMARY
We are so glad to hear that our staff hit the marks on all of the things we strive to deliver to every single client: exceptional customer service, honesty, reliability, responsiveness, and an outstanding result. We are truly fortunate to have such a great staff as well as great clients like you. Thank you!
Reviewed April 19, 2022
Fortress was awesome and it was great to have David ** on my team. I initially engaged another firm (a national, highly advertised company) to help me with a complex tax issue and the experience was miserable - slow/no progress, bait and switch pricing, and a lack of technical competence. I fired them. I hired Fortress Tax Relief after an extensive search and it couldn't have worked out better. Fortress did exactly what they said they would do, were completely professional, and were deeply knowledgeable on tax processes and interaction with the State. Fortress cleared my issue in a couple of months and did so at about a quarter of the cost of the projected cost of the other firm. I also saved a ton of money and got a huge monkey off my back. I would definitely go back to Fortress and specifically, David for help on delinquent tax issues.
Reviewed April 11, 2022
Fortress Financial handled our negotiations with the IRS and State. We were very pleased with the results of their work and appreciated their knowledge and perseverance. We worked primarily with Karlin **. She was great to work with – she was usually available when I called or got back to me quickly, resolved our issues quickly and keep us informed. I would highly recommend Karlin and Fortress Financial.
Thank you <3
Reviewed March 14, 2022
Great company. Very patient and was able to lower our money owed. Karlin and Peter were very thorough and easy to work with. They responded quickly with emails and phone calls and always kept us up to date. I highly recommend this company!
We're delighted to hear how happy you are with our service and results. Thank you for your review!
Reviewed March 4, 2022
Fortress did a really great job on two different IRS situations. I was very pleased with the outcome. Peter and Karlin were courteous and professional from start to finish. They were always available every time we called, and were able to answer our questions. Highly recommended.
Thank you!
Reviewed Jan. 24, 2022
Great company to work with. After trying to handle our situation with IRS alone it became too overwhelming and completely stressful. We decided to reach out for help and it has been the best thing we have done thus far with dealing with IRS. You can not go wrong with Joan and or Art at Fortress Tax Relief!
We're fortunate to have outstanding attorneys and support staff on our team (like Art and Joan). Thank you for your business and for taking the time to share about your experience.
Reviewed Jan. 17, 2022
They are a strong company focused on delivering results for their clients. They are committed to meeting the expectations and timelines established. At a time when services can be challenging they are a high touch group who does the hard work required to create solutions.
Reviewed Jan. 11, 2022
Dealing with the IRS can be daunting, but Fortress was able to act positively on my behalf and develop a viable solution. They provided an avenue to address the tax issue we encountered that has taken immense pressure off of our shoulders. I give much credit to David ** and the staff who supported the overall efforts. Very professional organization to work with.
We're delighted to hear that we helped reduce your stress! Thank you for being a great client!
Reviewed Dec. 29, 2021
After having IRS issues (i.e. back taxes) for almost ten years, I finally needed outside help. I could no longer take the random payroll garnishments, bank account sweeps and property tax liens. After thorough research, I chose Fortress to assist me with the IRS. From my very first contact with Fortress, they have been nothing but professional and prompt with responses and solutions. My only regret is that I did not contact Fortress years ago.
We're glad you finally found us! It's a lot easier to prevent bank sweeps and garnishments before they start, but we're fortunate to have some of the best tax relief attorneys in the industry who can very often put an end to enforced collections and negotiate favorable resolution terms even when the IRS or state tax collectors are seeing red. Seeking assistance early on is the best move hands down--the pain you felt is almost always avoidable. But, as you've seen, late is a heck of a lot better than never. Thank you for your feedback and for being a great client!
Reviewed Dec. 27, 2021
Fortress Tax Relief helped us with the IRS in having some taxes abated that were attached incorrectly to our company. They were informative, helpful and professional. They worked diligently to obtain the results we were looking for! Would highly recommend them!
Thank you!
Reviewed Dec. 22, 2021
Professional and delicate when pertaining to matters at hand. Take matters personally and show concern in helping obtain goals. Aggressive at getting the job done quickly in a professional manner. Stay in constant contact to keep you up to date.
Reviewed Dec. 20, 2021
Very responsive with highly professional service. They do as promised. Very attentive to client's needs & show true empathy for you the client. They know what they are doing. Fortress Tax gets things done efficiently & cost effective. I would highly recommend them to everyone.
What you described is exactly what we aim to deliver. Thank you for your feedback!
Reviewed Dec. 20, 2021
When I came to Fortress Financial, I had been told by Optima Tax that "An Offer in Compromise" was not available for me. However, Fortress assured me that I was. My case was immediately taken over by them. When one has any issue with the IRS, you need professional help. After all the IRS has thousands of pages of regulations and if you ask two different IRS agents the same questions, you will receive two different answers. Most of us "common" citizens do not have the time or the experience to deal with them. I would recommend them for they are trustworthy and professional. I was contacted by an attorney assigned for my case many times throughout my ordeal. I recommend Fortress.
Thank you for your feedback. You make a great point about the complexities of resolving a tax debt. Just because someone at the IRS tells you something, doesn't mean it's true. We're fortunate to have a staff of attorneys who know the tax collection rules like the back of their hands, and they aren't afraid to stand up to the IRS and state taxing authorities when they aren't giving our clients a fair shake. We're glad to hear how pleased you were with our services and we appreciate your business!
Reviewed Dec. 8, 2021
My experience with Fortress Tax Relief exceeded my expectations. When I began this process, I didn’t know what the outcome would be. My attorney, Jeremy, and his assistants, Jenny and Alyssa, told me they would work hard for a favorable outcome, and it was. They succeeded in getting all the penalties on my debt dropped. When you work with Fortress, not only do you get an attorney on your side, but you get a highly engaging and informative support team through their assistants.
We're so glad to hear how happy you are with our services! You make a great point about our support team. To compare it to the medical field, having a great physical therapist can sometimes be almost as important as having a great doctor. We take a lot of pride in our support staff and are fortunate to have the likes of Jenny and Alyssa on our team. Thank you for your review!
Reviewed Nov. 28, 2021
I am incredibly grateful for the hard work Fortress Tax Relief did on my behalf. I owed the IRS close to $50,000 for past taxes from a failed business endeavor nearly ten years ago. The IRS had begun withholding my tax returns and was threatening to garnish my wages if I did not pay the amount in full. I had tried to resolve my tax debt in the past using a different tax relief company that I heard advertised on the Radio that took my money and went out of business soon after. I chose to use Fortress Tax Relief because they are a local company here in Bend, Oregon, and they are tax attorneys rather than CPA's. I provided them with every document they requested to represent me to the best of their abilities. Jeremy ** represented me and spoke with the IRS on my behalf, and provided me with regular updates on the status of my offer to compromise.
Fortress Tax Relief has not only proven itself to be everything they advertise, but Jeremy ** was able to get my Tax debt reduced to pennies on the dollar through an offer to compromise. My total tax bill went from almost $50,000 down to $4,800 after accepting my offer. I highly recommend using FortressTax Relief. I am incredibly pleased with the way they handled me as a client. Of course, I am thrilled with the outcome as well.

Reviewed Nov. 19, 2021
I worked with David at Fortress, He was very professional, and delivered on his promises on a timely manner. The company worked on my business as well as personal issues we have with IRS. Right now we are making minimum monthly payments to IRS to clear our liabilities.
Happy clients make us happy. We appreciate you!
Reviewed Nov. 18, 2021
I had to work as a 1099 contractor for years in my early 30’s. All the taxes owed, including that extra self-employment tax just kept piling up to over $100k. Artour atFortress Tax was a pleasure to work with and he greatly helped relieve my stress. He quickly got a stop put on all IRS collection efforts while he worked with them to get an affordable payment plan setup. Trying to set up a payment plan on your own with the IRS is a nightmare. Hours of calls, endless paperwork, I didn’t have time for that. I highly recommend Fortress Tax and I’m going to keep them on retainer for many years.
You're correct that setting up an AFFORDABLE installment agreement with the IRS can be a heck of a lot more difficult than it sounds, especially with certain circumstances. Thanks for being a great client!
Reviewed Nov. 16, 2021
David and Sayward an excellent team to work with very professionals, understanding and will try to help you as much as they can with your bad tax accounts. Always good advice and will keep you informed of every step of the way.
We're fortunate to have outstanding people like David and Sayward on our team, and we're equally fortunate to have great clients like you. Thank you!
Reviewed Nov. 5, 2021
Fortress Tax was a life saver for me and my family, the IRS was garnishing approximately $3500/month from my income through forced withholding. This left us with also most nothing to cover our monthly rent and bills, we were losing ground every month. I contacted Fortress Tax Relief services and was assigned to an attorney David ** and his assistant Sayward **. They worked very quickly with the IRS to reduce my monthly payments by almost 66% to $1200/month. This alleviated the pressure and hardships my family was experiencing. Both ** and ** were professional, responsive, and knowledgeable. I contacted several other tax relief services, Fortress was head and shoulders above any of the others. Without hesitation, I would recommend their services.
Reviewed Nov. 4, 2021
I have been dealing with Art and Joan of Fortress for some time and they are not only professional, but they are also very personable. I was at the point of collection action from a very aggressive IRS Revenue Officer who was basically more concerned with putting my company out of business. I was greatly relieved after Fortress filed an appeal showing that I was in compliance with current taxes and it was accepted. Very highly recommended!
Thank you! So glad we could help!
Reviewed Nov. 2, 2021
I contacted Fortress after years of dealing with the IRS on my own. They were professional, courteous and non-judgemental. Sayward and David put my mind at ease and handled my case to my satisfaction. I was kept informed of the progress, it was nice not to have to have the stressful, scary conversation with the IRS.
Owing taxes is no one's idea of a good time. We're glad to hear that we took the stress out of the process for you!
Reviewed Nov. 2, 2021
I just had to write and wanted the public to know that if you’re ever in a situation with a tax debt the only firm to call on is Fortress Financial Service in Bend Oregon. I Am a Contractor in the Northeast and had serious tax problems as a result of embezzlement from a former employee, taxes weren’t being paid. A ghost corporation was formed to hide funds. It was a total mess for my company and my personal taxes were not being paid. I found Fortress on the Internet and they had all 5 star reviews. I must tell you this was the best call I’ve ever made. I couldn’t sleep at night from worrying what the IRS would do to myself and my company. Mr Peter ** and his assistant Mrs Karlin ** worked extremely hard on my case and now I am in short time in compliance with the IRS. If any individual or business needs help with their tax issues it would be to your best interest to initiate a call to this outstanding firm.
Reviewed Oct. 29, 2021
Fortress Tax Relief and all associates that handled our situation were very efficient and professional. We appreciate their quality of work and dedication towards our case. They were able to help us with exactly what we needed. The communication and completion of tasks were phenomenal. We highly recommend Fortress to anybody who needs assistance with any tax situation.
Reviewed Oct. 26, 2021
Very helpful and always professional. They were extremely helpful assisting with my Tax issue which took the stress out of the entire process. I would most definitely recommend their services. They were always willing to answer questions and keep me informed along the way.
We appreciate the opportunity to serve you!
Reviewed Oct. 5, 2021
Well, it was by chance that I got to work with this company. I had used a service before them and I was not impressed at all. I had received about 10 letters from companies saying they would help me with my tax issues. I thought I am not going to waste anymore money. I contacted the IRS and realized quickly I had no desire to deal with them directly. I called each company that had sent me letters and decided on Fortress. They were personable but more importantly they were honest and forthright. They heard me out and assigned me an attorney (David). I have been working with David and his assistant for about a year or so now. They are responsive, fair, and even when I did not have the money upfront to pay the fees they worked on my case until I could get paid up. I have enjoyed them so much that I now have them on retainer for the next 2 years!
Thank you for sharing about your experience working with our staff! We do take a lot of pride in our integrity, and Fortress management is glad to hear that you found our staff to be honest and forthright. We require nothing less.
Reviewed Aug. 16, 2021
Ellen. We highly recommend Fortress Tax Relief. Our attorney, Peter **, was skillful and tenacious. He helped us obtain a substantial reduction to a tax situation that was initially and persistently presented as 100% non-negotiable. It was as good an outcome as one could get and we are truly appreciative. Peter and Fortress earned our trust and our gratitude.
Thank you for being a great client and for your review! Tax collectors are not always truthful when they tell people their debt is non-negotiable. That's just one more reason to have someone like Peter advocating on your behalf. We're delighted with the results, and we wish you all the best!
Reviewed Aug. 5, 2021
Updated on 09/25/2025: It's not only did they resolve our large IRS debt but they did it giving us peace of mind. Then recently I received another love letter from the IRS and Fortress jump right on it and resolved it quickly. If you wish to have peace of mind do yourself a favor and contact Fortress.
Original review: I do not wish to get into why you may require this type of service. Most of you are good people that got into a pickle attempting to keep your personal life moving forward and do not have the luxury of printing money when cash gets tight. I get it. I too am a good person that got into a tax issue and I sought the service of a local law firm. Big mistake! After a year and tens of thousands of dollars later, I was in the same situation. Fortress Financial reached out to me and I decided to give them a try. Best decision ever! I can not say enough good things about them. They calm your nerves and are laser focused.
I know your stress level. Raising a family, managing your time between work & family obligations. In my case, dealing with a father slowing passing away from Alzheimer's disease. I know every one of you have your personal story of how you got to this point. Do yourself a favor. Stop dreading to see the mail carrier every day and call Fortress. How good are they? In my personal case, my tax bill was high, like really high and we settled for 8% of what I owed. Yeah, that’s not a typo. So, call them today. I promise you will not be disappointed.
You make some great points. The overwhelming majority of people who fall behind with taxes are good people who encountered difficult circumstances. We are here to help people out of difficult situations, not judge them. To the contrary, we love our clients!
With few exceptions, accounting firms and law firms who do "tax" offer a VERY wide array of tax services, and only a tiny fraction of their work involves resolving tax liabilities. Since resolving tax liabilities is all our attorneys do, they often have 50 times as much experience handling tax collection cases as tax professionals who offer a broader array of services, and that is not an exaggeration. Although your experience with your local law firm is unfortunate, it is not surprising.
Our staff has sincerely enjoyed working with you, and we appreciate your review!
Reviewed June 22, 2021
Tax Fortress couldn’t have been more accommodating, with my unique and ever-changing situation. I had numerous questions through my own nerves, I never felt like I was being a bother. Helpful, diligent and knowledgeable, I couldn’t have had a better legal team.
Reviewed May 26, 2021
I went to Fortress with a load of IRS business debt and with the help of Peter and Karlin resolved it! They are an amazing team and great to work with! Peter was there from start to finish and available any time I had questions. Just remember these things take time, lots of time.
Thank you Tobin! We're fortunate to employ dedicated and talented professionals like Peter and Karlin, and equally fortunate to have great clients like you!
Reviewed May 20, 2021
Due to my husband's health we found ourselves in a tax situation we could not resolve on our own. Each person I spoke to from the initial inquiry to the attorney himself, was compassionate, knowledgeable and understanding. What stands out the most to me is the level of communication from the attorney and his assistant. All these things gave us confidence in Fortress.
Reviewed May 12, 2021
Great communication - I never had trouble reaching my attorney. I was always dealing directly with the same attorney (Art). We obtained results that are in my best interest. I am grateful for the firm's help. Thank you.
We're grateful for your business and your review!
Reviewed May 11, 2021
Dear sir. Thank you for the tax resolution. I have been working on this issue for several years. After hiring 2 previous companies to work the case I was ready to go live under a bridge. The other companies did nothing but take my money. Then I got ahold of Fortress. I was assigned a tax attorney who worked on the case and got a agreement that I can afford. No more worries about having a tax levy slapped on my accounts. Thanks again. Fortress has taken a huge load off my back. Steve
We're so glad that we were able to fix your problem so that you could move on with your life. Thank you for your business and your review!
Reviewed May 8, 2021
Their team of tax pros had all the forms, information, and knowledge to get my tax problems resolved. They even worked with me on the financing. I'm grateful for their help. They helped to expedite my forms and documents to the IRS so that my case was resolved quickly. I never had to deal with the IRS on my own. They handled everything.
We aim to make the process as easy as possible for our clients. We're glad to hear that you had a great experience working with our staff!
Reviewed April 30, 2021
After dealing with several other tax resolution services, we decided to use Fortress Tax Relief to assist us in connection with an installment agreement. We dealt with Art **, who I would highly recommend. He was very prompt and professional in all of our dealings with him and, most importantly, he took the time to respond to all of our questions and clearly explain the alternative solutions that were (and were not) available to us. A very positive experience overall.
We're delighted to hear that you had such a positive experience working with Art. Thank you for your business and your review!
Reviewed April 29, 2021
Can not thank this company and Sayward ** enough for their great customer service. Sawyard helped my father before he passed away with an issue and after he passed away continued to help make sure everything was resolved and monitored our account. I highly recommend this company and Sayward to anyone who needs help.
Sayward and David really enjoyed working with your father, and we extend heartfelt sympathies for your loss.
Reviewed April 28, 2021
I started working with Fortress on my tax issues. They were honest, upfront and quick to provide me with multiple options to resolve the issue. Art was very responsive and professional every time I spoke with him. He answered all my questions and walked me through the best option for me. He even answered question on other tax topics not specific to my issue. Great group of folks....
Thank you!
Reviewed April 26, 2021
I'm writing today to share my experience with Fortress Tax Relief thus far. I began working them the late last year and to date everything they've promised, has been delivered. And, though they may be a little pricey, I've found them worth every penny. They respond timely, namely Jenny ** and Jeremy **, and they do exactly what they say they will. I'd give them 5 stars any day with the service I've receive so far. Throughout the process of trying to complete an offer in compromise, the IRS filed a tax lien against me. When I brought it to the attention of the team at Fortress Tax Relief, they promptly contacted the appropriate parties within the IRS and with 2 weeks the lien was withdrawn. I'm still awaiting a response on the Offer in Compromise, but feel confident with the the representation I've chosen and would not hesitate to recommend them and their services to anyone I know.
Thank you!
Reviewed April 20, 2021
The Fortress Group has been extremely helpful in dealing with the IRS. We greatly appreciate their representation and feel they have done an excellent job. We have been working successfully with Art ** and his office staff. Their work has been timely throughout.
Reviewed April 9, 2021
We have worked with Fortress on several tax relief issues and highly recommend them. They are competent, professional and extremely responsive to our needs. Artour seems personally invested in the outcome of our case and continues to provide advice and guidance towards resolution.
-Steve G
Reviewed April 5, 2021
If you are looking for a tax relief firm to handle your complicated tax situation, look no further. Fortress Tax Relief employs prompt, attentive people who are receptive to your needs and always fighting for your best interest.
Reviewed March 16, 2021
There is absolutely no doubt that I was very very worried about the IRS taxes I owed. I was reluctant to pay a firm to help, but only because of lack of knowledge about their success in being able to help. I was certainly educated on the value of professional representation by your firm. I couldn't be any happier with the results and wouldn't hesitate for one second to recommend your firm to anyone needing tax help. I could tell from Karlin's phone call to me confirming the IRS's decision to accept our offer and compromise, that she was as excited as I was. Proof that your firm cares. I can't thank your firm enough and will never forget your help. Thank You, Thank you, Thank you.
Thanks so much for your review! The staff we have truly finds our work to be rewarding, and we absolutely love hitting home runs for our clients. Thus, the joy K.H. expressed about the acceptance of your tax settlement comes as no surprise. Thank you for your business and for being such a great client!
Reviewed March 3, 2021
I was in deep trouble with the IRS and was truly scared. I called Fortress and Peter ** immediately put me at ease. Throughout all the negotiations with the IRS Peter and Karlin were great! Wonderful!
Thank you!
Reviewed Feb. 26, 2021
My business partner and I were hesitant to obtain a second business tax relief company after our first one burned us left a particularly sour taste. It took a few months for the folks at Fortress Tax Relief to convince us that they could help us and get into a sustainable situation. The team at Fortress Tax Relief answered all of our questions and concerns over the months it took for us to decide to try them. Art and the crew are honest and will not lead you in circles.
The amount they charge is up front is the only fee I was charged and they worked their rear ends off on our behalf with a stubborn Revenue Officer. My hats off to the staff in management, Art and his crew, at Fortress Financial for keeping us in business and traveling this challenging road with us. Well worth the money invested and will likely be the primary reason we will continue to be in business in the future.
It's been an honor and a privilege to have you as a client! You understand as well as anyone how a business tax debt can threaten the very life of a business. We're grateful for the opportunity to pull that thorn out of your side and pave the way for the future of your business. Stories like yours are exactly why we find our work so satisfying. Thank you!
Reviewed Feb. 18, 2021
I was at my wits' end because I owed thousands of dollars in back taxes to the IRS. I was getting certified letters every other day from the IRS. Also, they were threatening to hit me with a levy. Initially, I tried another tax place but the guy I talked to literally laughed at me and was like, "Can't you handle this problem yourself." I am thinking to myself if I felt like I could why would I be calling around for help. I believe his rejection was a blessing in disguise because after that I called Fortress Tax Relief.
They were very prompt with getting back to me. Everyone at Fortress Tax Relief are very friendly, welcoming and professional. The individual who helped me to resolve my case was Mr. Artour **. He thoroughly explained my options and was very prompt with working on my case with the IRS. Mr. ** helped me come to a satisfactory conclusion and an affordable payment plan with the IRS. I would recommend them to anyone who feels like they are in over their heads when it comes to the IRS.
Reviewed Feb. 4, 2021
Fortress Tax Relief is an outstanding organization. They listen to your issues and give great advice and options tailored to your issues. Reputable people, fully licensed, and trustworthy. If you have any tax issues, give them a call!
We're fortunate to have an outstanding staff as well as great clients like you. Thank you for your review!
Reviewed Jan. 31, 2021
This company helped me immensely. I didn’t know where to turn. Fortress Financial made me feel at ease with my situation after losing my husband and having a huge tax bill that I was unable to pay on my own. They were kind, professional and quick to respond if I had any questions. Thank you for working hard for me and helping me get this figured out. I feel like a huge weight has been lifted off my shoulders. I would highly recommend this company to anyone needing help in resolving their tax debt.
Being able to help people out of difficult situations and make them feel like a huge weight was lifted off of their shoulders is why we love doing what we do. Thank you for being such a great client!
Reviewed Jan. 29, 2021
Resolving IRS issues is no joke and having Fortress Tax Relief on our side, working for us, has given us peace of mind. The attorney we are working with and his assistant have been prompt to answer our questions and have explained our options clearly. They have even taken the time to just ease our worries over trivial matters, like getting a call from other tax relief companies claiming a new lien was filed and they can help us "for a small fee". At times the expense of Fortress' services has been a little overwhelming but I am a firm believer you get what you pay for.
When it comes to certain things, this being one of them, I want the best in my corner even if it costs a little more. I've posted other reviews and the owner replied to my Google review (which I very much appreciated), where I only gave four stars. He pointed out the revenue officer on our case has been "unusually slow" and I agree that is not something Fortress has control over. If I think about the many years it took for our previous bookkeeper(if one can even call her that, I call her an embezzling fraud) to create this mess, the time and work Fortress has put into our case is understandable and reasonable. We look forward to the positive outcome. - T
It's our pleasure "having your back" and we thank you for your business!
Reviewed Dec. 4, 2020
I worked with the team at Fortress Tax Relief over the past year for an OIC settlement that reduced my liability with the IRS from six-figures plus to less than $4,000. David and his assistant Sayward were informed, efficient and effective. I highly recommend their services.
We're grateful to have great employees like David and Sayward, and to have great clients like you. Thank you!
Reviewed Nov. 6, 2020
They were knowledgeable, professional and very pleasant to work with. They knew what they were doing and did it in a timely manner. They kept me up to date on what was happening with their negotiations with the IRS. They answered my questions and concerns and I felt at ease with the decisions that I made after visiting with them.
We're glad to hear that you had a great experience working with us. Thank you!
Reviewed Oct. 29, 2020
I hired Fortress Financial after I received a small business related tax bill from the IRS for over $400,000 that was from well over a decade ago. I felt panicked and immediately started researching tax professionals to help. I actually chose Fortress after reading a negative review. The detailed response made sense to me and I felt very confident that they had done their job well. All of the other positive reviews added to that confidence and I was impressed that they really take the time to read reviews and respond appropriately and professionally. It was also important to me that I have a tax attorney, not a CPA. My situation felt complicated and overwhelming.
Shout out to Mike, Peter and Karlin! When I reached out, Mike called me and immediately and was kind, professional and knowledgeable, putting me at ease immediately. Throughout the process, much was taken off my plate and taken care of by Peter and Karlin. They worked through 3 offer denials from the IRS, delays during Covid and always kept me up to date and informed, sometimes just reaching out to see if I had concerns. I am so very thrilled to say that the IRS has accepted an offer that is so much better than I had dared hope, under $10,000! I am sending a check today to have this behind me forever and the weight of what felt like the world off my shoulders. Thank you Fortress Financial! I would highly recommend you to anyone. Side note...I love the song when I call and am being transferred! Made me smile every time! Thank you all!
Thanks so much for your feedback! We're thrilled with the results on your case, and proud of our staff for fighting through 3 denials until finally getting the IRS to relent. Great job Mike, Peter, and Karlin!
Reviewed Oct. 6, 2020
Fortress Tax Relief has provided us with services beyond compare! Our long-standing issues with the IRS and with California started years ago when I and several family members went through some serious health problems. In a span of 10 years, we had dealt with cancer, a stroke, my father passing away and making the difficult decision of placing my mom in an assisted living facility. We were emotionally and physically spent and filing and paying taxes simply were not my greatest concerns. Throughout this time, I did my best at running my business but, while the business did well enough, keeping up with all the filing and deposit requirements became increasingly difficult.
With our compounded tax problems, and having little to no success on my own, I didn’t know where to turn for assistance. I found Fortress Tax Relief and I am extremely happy with their service. My Attorney, Peter **, and his assistant Karlin, have been professional and kept us in the loop every step of the way. Peter provided solid advice, clear instructions and addressed all my concerns. Because of Peter, I can concentrate on my family and my business without worry. If you need somebody to help you sleep at night and take any worry away from the taxing authorities, call Peter at Fortress. His service to me and my company has been, and continues to be, superior!
Your story illustrates how difficult life can be WITHOUT tax issues. We hope that you and yours are in better health, and we're grateful that we were able to make a difference in our own small way.
Reviewed Oct. 5, 2020
My business and I developed tax issues due to mismanagement by my in-house accounting manager. I needed to resolve this issue with the IRS. I started researching for a reliable tax attorney and found out it is a very expensive and cumbersome process. Most attorneys would only quote what their hourly fee would be and needed thousands of dollars pre-paid. The potential cost and the whole process was overwhelming. Through my research I discovered Fortress Tax Relief.
The team at Fortress was very helpful in providing me detailed information regarding cost and the complexities of the process. I finally understood what needed to be done. Fortress quoted me reasonable fees upfront, reasonable payment terms and a strong comfort level that they would work hard to resolve my tax problems. I worked with David ** (Fortress tax attorney) and Heather ** (David’s assistant). They both did an excellent job! I am extremely happy with the level of communication and their professionalism. All my questions and concerns were addressed in a timely matter. No doubt their knowledge and experience made a difference. David and Heather are very accomplished with their skill and abilities. I highly recommend them and the whole team at Fortress.
Keith
What you describe--clear expectations on costs, clear communication, realistic expectations on results, professionalism, and outstanding customer service--is exactly what we strive for with each and every client. We're glad to hear that we hit these marks for you, and we thank you for your business!
Reviewed Oct. 3, 2020
They were prompt, efficient and relieved the burden and pressure after our first contact with the company. They handled everything and made the stress fall away. We have already began to recommend their services to our friends.
Thank you Leroy!
Reviewed Sept. 22, 2020
My wife & I ran in to a problem with the IRS & looked to Fortress Financial for help. Their communication was excellent. Responded to my questions within the same day most often & if they did not it was no later than the next business day. David & Sayward were amazing. They were available by email or phone. With their guidance the issue we had with the IRS was solved. The result could not have been better for my wife & I. I would recommend them to trusted friends as well as family 100%.
Reviewed Sept. 9, 2020
Art and his legal team were amazing guides helping negotiate both our business and personal tax debt. His calm and clear approach helped us to understand the process of resolution. They offered us solid advice in what seemed like a overwhelming debt. Thank you for taking the time to learn our circumstance and work to resolve a plan of repayment that was within our ability to pay.
Thank you Kyle! We're fortunate to have great tax relief attorneys, like Art, on our staff and we're always delighted to negotiate agreements that have such a positive impact on the lives of our clients. We appreciate your business and your review!
Reviewed Sept. 3, 2020
I would like to express my positive experience with Fortress Tax Relief, I was in a situation that needed expertise in this field and David and Sayward made it possible with that experience, having Sayward taking my calls and answering questions just was a relief! Having David handle my requests and finding information was also a stress relief. Great Folks!!
Reviewed Aug. 26, 2020
David ** and Sayward ** with Fortress Tax Relief have been absolutely the best to work with! I would highly recommend them to anyone in need of help settling their tax debt with the IRS! At first I had tried to work directly with the IRS officer about setting up payments to take care of our tax debt and that proved to be a nightmare. Hiring Fortress Tax Relief was the best decision we could have made. It was such a relief to have them dealing with the IRS on our behalf and they have done an amazing job negotiating and monitoring everything along the way.
Thank you for your business and your review! We're so glad we could help!
Reviewed Aug. 24, 2020
The team at Fortress was extremely responsive and helpful with providing me guidance and advice for my unique situation. They also did a fine job acting as an intermediary and bringing things to a successful conclusion. The outcome more than made up for the fee for their services. There was no doubt that their vast experience and knowledge of how things work made the difference. I highly recommend Fortress Tax Relief.
Thank you Adam!
Reviewed July 17, 2020
Aloha, To whom this may concern. I Josh ** am writing this in regards to my experience with Fortress Financial and more importantly Art ** who took care of my business tax liability, but more importantly took care of me. Art is not only the best at what he does, he is kind, caring and compassionate. Yes he took care of the tax debt looming over my business head, but along the way he guided me, helped me and was there just to listen. I cannot thank Art and the Fortress team to get me out of a real tough spot. I will be recommending Art and Fortress to anyone who might need tax help. (I don't wish this on anyone) But if they're in a tough tax spot Art and Fortress Financial will be the ones they are calling. Thank you so much Art for all your help and guidance. I do hope one day we can meet and I can shake your hand. Thank you.
Josh
Thank you so much! Fortress is fortunate to have outstanding tax relief attorneys, like Art. We appreciate your business and your review!
Reviewed June 12, 2020
The team at Fortress Financial were amazing. Artour ** and Laura ** were professional, knowledgeable, and reassuring. They explained every step of the process in detail and were always available to answer any questions I had. I would definitely recommend them to anyone in a situation with the IRS!
Reviewed June 10, 2020
Have you been faced with millions of dollars in federal and state tax debt, losing your business and going through a major unexpected divorce? My name is Frank **, CEO of PQC International, Inc., for over 15 years, and that was my situation. I researched three companies (including Fortress) before making my final decision. I was looking for a reputable company with a good track record to ensure my IRS and state tax problem would be handled efficiently and effectively. Peter did an excellent job settling my matter with the IRS and the state tax agency. He worked diligently and hard to get a result that worked for me to resolve my issue for the long term. Because of Karlin (Peter's Assistant), communication was amazing, and concerns were addressed right away with outstanding results. They both did an outstanding job.
I am extremely satisfied with the solution with federal and state tax agencies. Peter followed the case through to the end, and Karlin called and checked in on me every step of the way. Fortress is an outstanding tax resolution firm. They did their job, and my experience with them was off the charts. I will highly recommend Fortress to my family, friends, and others who need tax relief. Peter has become like a family member, and I truly appreciate him.
Our staff truly enjoyed working with you, Frank. Jumping for joy happy clients and spectacular results put huge smiles on our faces and make us eager to get out of bed every morning. Thank you for your business!
Reviewed June 3, 2020
Everyone up in Fortress was very nice and professional, it took a lot of work to put all the paperwork they needed. Once they had what all the files they put an amazing letter. Which disputed what we were fighting. I would definitely recommend them to anyone who might need their services.
Reviewed June 1, 2020
This was a easy process to relieve substantial stress. Communication was amazing, concerns were addressed right away with outstanding results. Even during the COVID 19, they were there to help and assist any way they could. They kept me updated about my status and resolved the issues in a timely manner.
Reviewed May 11, 2020
I HIGHLY recommend Fortress Tax Relief to help you with your tax resolution needs. I have tried other tax resolution companies in the past only to discover their aggressive marketing campaigns were often misleading and ultimately unrealistic. Fortress on the other hand assigned a dedicated tax attorney to review my case and make REALISTIC recommendations on the best way to settle my tax obligations. Once we agreed on a suitable approach, the tax attorney worked directly with the IRS and negotiated a settlement that was fair, reasonable and affordable. I highly recommend Fortress… They did an amazing job for us!
We're glad to hear how happy you have been with our services and thank you for your business!
Reviewed May 7, 2020
My husband and I had used another tax relief company with no results. Of course our tax problems hadn’t been resolved, so we reached out to Fortress Tax Relief. They were very professional and guided us through the whole process of Offer in Compromise. The results were life changing! We’ve finally got our financial life back on track!
We love helping our clients out of difficult situations, and are delighted to hear that the results our team achieved were "life changing!" Thank you for putting your trust in Fortress, and for taking the time to share about your experience working with our staff!
Reviewed May 4, 2020
I have been working with Sayward now for about a year. I was new to my position and had never dealt with business taxes and filing. She has been ever so positive and helpful. She has been right there beside me every step of the way. Her knowledge base is rock solid and she has great patience and is an outstanding resource.
Thank you!
Reviewed March 30, 2020
I talked with several different firms, and read reviews from a lot. I'm glad I chose Fortress. David and Sayward have been great to deal with. They go above and beyond to help you with everything. I would definitely recommend them!
Thank you for your feedback and your business, Ryan! Fortress is really fortunate to have a staff with talented and dedicated people like David and Sayward. The fact that you are happy with our services makes us happy!
Reviewed Feb. 25, 2020
Fortress Financial is a really good firm. They did their job and my experience with them was off the charts. They were professional and knew what they were speaking about. They knew what they could do and couldn’t do so they didn’t make false promises regarding how they could go with the IRS. I cut them a check and based on the net result, it made sense. You pay a certain amount and get eight times the return on that, which is a pretty good deal.
Reviewed Feb. 14, 2020
Upon the start of the process, Fortress Financial was very professional and quick to respond in person. The entire process was done quickly with attention to detail. The attorneys and their assistants respond in person and provide answers immediately. Would highly recommend to anyone!
The customer service experience you describe is exactly what we aim to deliver! Thank you for your business and your review!
Reviewed Feb. 11, 2020
The difficulty of hiring a tax debt professional has to be wading through all of the e-mails, mailings and phone solicitor calls to select a solution. We decided to go with licensed attorneys rather than the debt consolidation and bankruptcy folks. It was a good choice. We appreciated the factual answers and drama free process. We had enough to worry about and were busy running our business. Fortress Financial has done everything we asked them to do at what we believe to be a reasonable rate.
Reviewed Feb. 5, 2020
Art did an excellent job settling my matter with the IRS. He worked diligently and hard to get a result that worked for me to quickly resolve my issue for the long term. I would've have given 5 stars if my experience was solely based on my time with Art. I had another attorney assigned to my case prior to Art taking over. While he was working on my case, some of my funds were improperly seized by the IRS when I was on a payment plan. I am not sure who to attribute the error to but I do not feel that my matter was handled with as much care and skill at that time, as it was by my prior attorney and Art.
We appreciate you taking the time to share about your experience working with our staff. The IRS will not seize funds while a taxpayer is on an installment agreement, and the correspondence that we received years ago from the IRS shows that the agreement you had at that time defaulted because you missed one or more payments. In any event, that's water under the bridge at this point, and we're glad to hear how happy you've been with Art. Thank you kindly for your business and your review!
Reviewed Jan. 30, 2020
Dealing tax issues with the IRS can be extremely stressful, to the point that you can lose your tranquility to a great deal. But Fortress Financial, with Mr. ** and Mr. **, guide me with excellence and confidence, achieving an outcome very beneficial for me and my company.
Reviewed Jan. 29, 2020
My friend recommended Fortress Financial and I called and spoke with Joe. He explained, very professionally about the tax problem I had. They did not promise me what I could get resolved, but they would do the best they could and I would be happy with the solution. After I spoke with my attorney, Peter **, he took care of me right away and was very knowledgeable about tax solutions. His assistant, Karlin **, was available for all my questions and I am very happy with the results. They both did very, very well. I am very satisfied with the solution. Peter followed the case through to the end and Karlin called and checked in on me every step of the way. I have liens against me and they plan to follow up with that. In the future, if I ever need help, I will use them again and am happy to recommend them to all my friends.
We're so glad we were able to help! That's a great point you made about not being promised some pie in the sky. The government approves the result, so those who promise some specific and amazing result probably aren't being sincere. Anyone looking for tax relief assistance would be well advised to find the best people, not the best promises. Thank you for your business and your review!
Reviewed Jan. 23, 2020
Fortress is the best! If you need help with the IRS and tax resolution you must have them on your side. Most people in this business are hacks. The people at Fortress are the best professionals you'll find.
Reviewed Nov. 25, 2019
My name is Henry **, CEO of a sofa Manufacture for over 20 years. Just want to share with whoever want to read this feedback. When you are in good time, you don't need anybody! When you are in down time with your business, your friends might forget who you are, your call is never be picked up by some person whom had been owe .... you more than one. Fortress Financial Services will make you believe it is not the end of the world, you will be help with your nightmare IRS tax owe and EDD. I know now you don't want to take word from any one neither me. Help yourself by calling Fortress Financials Services. That is all I can say! contact me if you want feedback, text me (only) **.
Our staff couldn't feel better about helping you out of a nightmare and restoring your hope. Being able to touch lives in such a meaningful way is why we love doing what we do. Thank you, Henry, for your business and for your review!
Reviewed Nov. 22, 2019
I had a real knucklehead IRS revenue officer that I was dealing with for back taxes. I couldn't make any reasonable headway with him and Fortress Financial was able to successfully stop a payroll wage levy that was killing me and set up an installment plan that was doable. Big stress relief for me. Just be prepared to be patient.
Thank you Matthew! Yours was a challenging case due to a difficult and very aggressive tax collector, which no doubt was a factor in the amount of time it took to fix the problem. We're so glad that we were able to relieve your stress, stop the levies, and secure doable terms for you. Your review and your business are much appreciated!
Reviewed Nov. 21, 2019
I was behind several years on taxes to the IRS and felt like there was one way I could fix the problem. The Fortress Financial team made this feel like it was something I could do, and they did it without my feeling like I was overwhelmed by the process. Great job guys!
Reviewed Nov. 15, 2019
In light of our aggravating IRS situation, Seyward helped us coordinate information by providing easy-to-follow directions in a genial, reassuring manner- that was just what was needed as we navigated unknown waters with that invidious, intimidating agency. Regarding her boss - David **'s no-nonsense approach and diligent efforts to find an accountable principal at the IRS with whom to negotiate produced almost instantaneous results, and we were able to overcome the initial hardships imposed by the IRS without further financial fallout. These are the folks to call for no-hassles outcomes in your favor.
We sincerely appreciate your business and your review! David and Sayward report that you were a pleasure to work with and we couldn't be more pleased with the results!
Reviewed Sept. 14, 2019
Updated on 11/08/2023: This is not the same company where I found help 2 years ago. I recently found myself overwhelmed in the midst of a family emergency and a client's death, and my biannual review with the IRS was due. I reached out to Fortress, asking if they might help. I'd used them twice, and had sent them several customers over the years. I received a harsh response, saying they are a for-profit company and it will cost me $2500. There was no mention of my current hardship, and no gratitude for the money they'd made simply from my recommendations.
Thankfully, I called the IRS and in around 70 minutes it was handled - and I saved myself $2500. Since then, I've had more than one person reach out about who I might recommend for help with tax issues. I had to say that sadly, I could no longer recommend Fortress - as no good deed goes unpunished. It's a one way street. You can send them business, do all the glowing reviews - and it has no value to them whatsoever. So if you DO use them - save yourself the time and energy. They are transactional. Pay them for their services, and move on.
Original Review: I found Fortress due to a good rating from ConsumerAffairs, and I want to confirm it's spot on. I was overwhelmed trying to deal with the IRS, and I cut deals for a living. It was impossible to get to the right people, but Fortress could and did. They are professional, friendly, efficient - and make a highly stressful situation tenable. Worth every penny.
Reviewed Aug. 26, 2019
Through a series of errors and miscommunication, we ended up with a tax lien. We tried to resolve it ourselves, with our corporate attorney, and accountant with no success. Jeremy reached out to us and for a low flat fee, resolved the penalty reducing the lien to almost nothing. The whole process was painless once Jeremy and his team took over.
Thank you so much for your business and for taking the time to share about your experience working with our staff! Many people don't understand that tax resolution is a very small niche within a very large tax industry. Few accountants and tax attorneys have much experience in resolving back tax debts, and your experience underscores how important it can be to have not just a tax pro, but an actual tax resolution pro on your side when it comes to resolving a tax liability. We're delighted that things turned out so well with your case!
Reviewed Aug. 9, 2019
Fortress Financial Services, Inc. is amazing. Their reps helped me organize the paperwork and told me what to get, and they sent me the paperwork over. When I couldn't understand the question, they explained everything fully. Their rep Lori did a lot in helping me in my business. She went the extra mile and would even teach me how to start filing my papers and putting them in order, where and when I pull things out, and it's right there in my fingertips. She stayed right on me and it really turned out great for me. Their reps all worked really quickly for me. This last time, I went to them again, and they helped me tremendously.
They helped me as far as my taxes were concerned the second time around because I had gotten so far behind. I had lost the business and it was hard. So I wound up with taxes and a new job. I went back to them and that's when they helped me get a payment per month with the IRS. I did all my paperwork and put in exactly what all I was owing. I did everything they told me with the paperwork and everything to send, and wound up with a payment for $100 a month on my taxes and it worked out beautifully. If it had been any more than that, I wouldn't have been able to pay.
So far, I have completed the program. They didn't charge as much and they gave me time to pay off. If I ever wanted to give somebody else information if they had problems, I would immediately give Fortress Financial's number and tell them to go to them. They are not just about coming up with a payment arrangement or trying to get you to send in your quarterlies. They educate too on top of that. I learned a lot through them.
Reviewed July 31, 2019
Fortress Financial has been very helpful throughout the entire process. We owed a high amount in back payroll taxes to the IRS and our state. They have been excellent at explaining everything so we can easily understand. Trying to claw yourself out is hard enough and we are happy to say they made it a little easier. It is a lengthy process, but that's to be expected with the IRS. We have manageable payment plans in place for our IL taxes and are hoping for the same result with our outstanding IRS taxes.
Thank you so much for your business and for your review! We're delighted that you are so happy with our services! The amount of time it takes to resolve a tax liability varies widely depending upon the circumstances and the tax resolution strategy. We occasionally resolve a case in one day. Other times, it can take a lot longer. We do strive to move all cases along at a brisk pace, and we have little doubt that Jeremy and Janet will secure great terms for you with the IRS just as soon as they can. You're in great hands. Thanks again!
Reviewed July 3, 2019
Extremely honest, fair and professional. Upfront with everything from the very first conversation to the resolution of my tax matters. He does what he says he will do at a fair price and very responsive and very communicative.
Thank you so much for your business and for sharing about your experience working with our staff!
Reviewed June 21, 2019
I interviewed several tax resolution services. Fortress provided references. My experience with Fortress and their attorney, David **, matched up with the references. David guided me through what was a very scary situation with the IRS. And what was finally negotiated was fair. This is a company that can be trusted.
Thanks you Dan!
Reviewed June 18, 2019
We had a wonderful experience with this company. David & Sayward were professional, knowledgeable, helpful & kind. Our goal was to get back on track & they were able to help & guide us to do that. We would highly recommend you contacting this company should you need help. We are very pleased with everyone we dealt with here but in particular David & Sayward.
Reviewed June 9, 2019
I contacted Fortress Financial. I read reviews and looked into each one. I checked the services they provided and tried to figure out which would be the best match for what I was looking for. I mainly did online research. They dealt with the IRS for me. I had been working on this situation for several years and was not getting anywhere. Once I talked with Fortress, I was a little hesitant after working on my own with this issue for a few years. But they were very open and explained things. They knew what to do in getting the relevant information across and what was important to be viewed and brought up and what wasn't. They took care of it. If I needed to send anything in or provide anything, they let me know. They kept contact.
It was a positive experience. Once I signed on with them, they let me know what I needed to do with anything and my issue was resolved sooner than 45 days. I was very happy and it cleared up my mind. The cost wasn't cheap. But if you weigh that out with what the IRS was saying we owed, which actually was wiped out completely, Fortress' services certainly was well worth it. They were really easy to work with and they gave me the guidance. They took charge and they knew what they were doing.
We appreciate your business and your review, Jodi! You make a great point about the importance of knowing what NOT to bring up with the IRS...in many cases, that can be every bit as important as knowing what to bring up. We're delighted to hear that you were happy with our services!
Reviewed June 7, 2019
A Michelle from Fortress Financial called the company I work for several days ago. I knew it was a solicitation and asked directly if it was a solicitation. Michelle lied to me and said that it wasn't a solicitation. I asked if it was regarding tax matters and she replied in the affirmative. I then informed her that I was aware that her call, in fact, was to solicit business and asked her to put us on their "Do Not Call" List as I've been told to do by these tax resolution companies.
The reason for this negative review is because these companies, Fortress Financial included, are very aggressive with their tactics and flat out LIE and say they aren't soliciting business when they actually are. This needs to be stopped. I did record the conversation and can provide the recording if needed. Today, 6/07/19, I received another call from Fortress Financial even though I told them to put them on their Do Not Call list. I have a picture of the phone display showing they called today and recorded the conversation even though the person on the other line said nothing and just hung up on me.
We apologize for the unwanted, repeat phone calls. Our policy is to stop calling anyone who doesn't wish to be called. If you provide me with your phone number, I will gladly have it blocked so that no one can call it from a Fortress line. You can also call Fortress, ask for a manager, and have your number blocked.
Reviewed May 24, 2019
I contacted Fortress Financial when my small business tax liability became more than I knew how to handle. Working with David ** was the best thing that could have happened for me. Tax liabilities can literally ruin your life if left unattended by a professional that is acutely aware of the tax system. Don't be fooled by all the hype from other tax "services". Hire someone who went to law school, and specializes in tax resolution. David, and his lovely assistant Sayward, beautifully navigated my finances as well as my nerves throughout the entire process. They were able to negotiate my tax burden down from over $300k, to just $5k! If you want peace of mind in handling difficult tax situations, call Fortress Financial!
Thank you so much for the glowing recommendation!
Reviewed April 26, 2019
I had very challenges and complex tax issues. Sayward and David ** were very patient and persistent in unraveling my 5+ year tax history. They negotiated an great deal with the IRS and I am now free and clear of any liability. They were patient and compassionate. It's a liberating feeling and I am deeply grateful for their expertise and kindness. I would recommend them to everyone! Jannet
Reviewed April 24, 2019
Everyone at Fortress Financial was amazing! They asked in-depth questions to determine my exact needs, dealt with the IRS on my behalf and were able to generate an AMAZING offer-in-compromise that has literally changed my life! They were always extremely prompt when answering any questions and have even checked up on me a few times after the fact. I cannot recommend them enough!
Original Review: April 17, 2019
Based on my real experiences: I hired Fortress 3 years ago. It has been a slow process for them dealing with the taxation department for my debt. I was charged $3950 in the beginning according to the service agreement which was the 'bid for the work described'. However 18 months later they required an additional $3000 to continue providing service. I had to borrow that money to pay them and it got me no further along in my case. What has been accomplished is they represented me in a 'case determination' of which I was present as well, and they also submitted an Offer and Compromise. I am now 3 years with Fortress, there is contact from the taxation department for the past 2 years and the attorney I'm working with now has given up.
As a matter of fact today after reviewing my service contract I contacted him to question what's going on and he lashed out at me in a rude email telling me "if you want a quick solution just pay it off"! He said mean and inappropriate things to me including lies about 'your unrelenting and nearly weekly emails' - to which I researched my emails and I've sent him 3 emails in the last 4 months. And he said 'we have done all we can do' and 'our contract is for a service not a result'. So when you start asking the questions, this is the treatment you will get from Fortress.
You are looking at Fortress because you have a tax liability. You know how it feels to have it hanging over your head, affecting you every day, affecting your life, stopping your future in its tracks. Mine has been for 8 years, and I had hoped that Fortress would be the one to get this handled so that I can move forward in my life. I am so gravely disappointed to have spent all this money and time and still not have my case resolved. I believe they will not service my case any further as that email sounded like they were blowing me off for good. There are lots of glowing reviews on this site. I expect Fortress to respond to this review blaming me and the taxation department, and not taking any responsibility for letting this go on for so long. I want you to know all of what I have written here is true and real.
Thank you so much for bringing your concerns to our attention. We want all of our clients to be happy clients, and it appears that we've fallen short with you. To be clear, the "work described" in your contract was to set up an installment agreement and to abate penalties resulting from reasonable cause (see the first paragraph of your contract). We did experience delays early during the course of representation as a result of your efforts to secure a home equity line of credit. We also made a remote appearance before a tax court judge and succeeded in obtaining a continuance for an audit appeal on your behalf. Most importantly, after reviewing your financial information in depth, we offered to attempt to settle your tax debt via an Offer in Compromise which, if successful, will result in you having to repay only a fraction of your total tax debt. You agreed to this as well as the corresponding fees. These things were not a part of the "work described" in your contract with us (e.g. setting up an installment agreement). Your Offer in Compromise was prepared and submitted, and we have made repeated follow up calls in an effort to try to get a quicker response. We are simply waiting on the state of Nevada to review, respond, and hopefully approve your settlement. Your case remains open, and we have by no means given up! Even though we've spent significantly more time than that for which we have been paid, we are not requesting additional fees. We realize that Nevada has been slow to respond, and that this is frustrating. Your attorney did explain to you that there was nothing more that we could do (that we hadn't already done), but that was in the limited context of trying to get Nevada to respond more quickly. They will eventually respond, and we are as optimistic as we've ever been about reaching a very favorable settlement on your behalf. We will have a manager reach out to you within the next two business days in an effort to address your concerns and, hopefully, make you a happy client.
Reviewed March 6, 2019
From my first contact with Fortress Financial, in Oregon, to the final outcome, I was impressed with their professionalism and desire to bring quick resolution to an IRS issue that was beyond my scope of experience. Whenever you have to deal with the IRS, especially when it comes to Business Taxes, it is sometimes necessary to enlist the help of an organization like Fortress Financial. If it were not for their comprehensive and thorough actions I am sure the outcome would have been devastating for me both personally and professionally. I would recommend them without hesitation. I have complete and total confidence in their ability to assess, react, and resolve any matter that is put before them. Fortress Financial helped and supported me through a situation I know would have had an adverse outcome had I not enlisted their professional services. I was highly satisfied with everything about this company.
Thank you so much for your review and for your business! Our staff enjoyed working with you and we are delighted with the outcome!
Reviewed Feb. 14, 2019
I was seeking help with the IRS and David was my attorney with Fortress Financial. They put a freeze on what my debt was and since they were able to negotiate that, they roughly gave me a few years to pay it off. I was happy.
Reviewed Feb. 5, 2019
Before deciding on this company for my tax problems I researched and spoke to a representative. I felt very confident once I chose Fortress Financial as they are extremely knowledgeable and thorough in their explanation as to what was expected from me and what services they would provide for me regarding my tax issues.
Thank you for your business and for taking the time to post this review! We pride ourselves not only top-notch tax representation, but also on providing excellent customer service. We're thrilled to hear that we hit the mark with you!
Reviewed Dec. 21, 2018
I researched three companies (including Fortress) before making my final decision. I was looking for a reputable company with a good track record to ensure my IRS problem would be handled in an efficient and effective manner. Fortress did, exactly, what I wanted them to do for a reasonable price. Sayward was the best person I could have had to navigate me through one of the most stressful period in my life, offering assurances each and every step along the way: And, of course, my attorney did the same. I'd highly recommend them for anyone who faces having to deal with a complex, highly stressful confrontation with the IRS.
Reviewed Nov. 13, 2018
Peter and Karlin did a wonderful job for my business and I am very happy with the outcome. They were able to get us into an installment agreement with the IRS that I could afford. I would give them 6 stars if I could. Thank you!
Thank you for your business and your review! Our staff really enjoyed working with you and we're thrilled with the results!
Reviewed Nov. 7, 2018
I cannot say enough about how professionally my business was took care of and resolved, it was no doubt the most stressful time in my business career, Fortress Financial took and ran with it, my tax problem is now in my past. David, Sayward and Lori were excellent to work with, there is no doubt in my mind who I would recommend to anyone needing help, too bad the rating goes only to 5 stars, they deserve a 100 star rating. Signed "couldn't be more satisfied".
Reviewed Oct. 19, 2018
Signing up with Fortress Financial was very easy and I worked with them for eight months. Their tax attorney was very forthright and easy to work with. Fortress Financial helped me fix my problem. They negotiated with the state of New Jersey to correct an error that they had in their records. However, their cost was a little expensive for the two phone calls that were made on my behalf. It could have been a little more reasonable in price. Nevertheless, they did a great job for me and they helped me to clear something up so I could refinance my home.
Thank you so much for your review and for your business! Our staff very often does a substantial "behind the scenes" amount of work that is invisible to our clients. We're always happy to provide an accounting of the staff time and actions taken on behalf of a client upon request. We're thrilled that we were able to resolve your tax issues and put you in position to refinance your home!
Reviewed Oct. 12, 2018
We were having tax issues so we contacted Fortress Financial and they did great. We suffered hard times during the crash and we have been able to hold on and pull through, but not without damages. Bu we felt comfortable with Fortress. They came across as honest. They made arrangements, and assisted us in lowering and setting up the payment plan. They also negotiated payments with IRS and made it easier to deal with them. The attorney we worked with was timely and thorough. He’s somebody you’d wanna work with. They were prompt in general and returned phone calls and emails. It was an excellent experience/
Reviewed Oct. 3, 2018
Fortress Financial took the red tape of dealing with the IRS away. We had been bogged down in the machine for several years without resolution. David ** secured an excellent resolution of our complex matter in a very short amount of time. Very friendly staff and easy to work with.
I know that our staff really enjoyed working with you, and we're delighted that we were able to help you out of such a difficult tax situation. We appreciate your business and feedback!
Reviewed Aug. 27, 2018
Our situation with IbleRS had long and complex history. After much correspondence, written, telephone, agents, the course had not led to either clarity or resolution. Worried about that. Once turned over to David ** of Fortress, and his assistant, Heather **, we've achieved a reasonable and workable approach. Gave voice, reliable feedback, and effective action. Very satisfied.
Reviewed Aug. 24, 2018
My wife found Fortress Financial for us. We had a situation that got me a CNC, Currently Not Collectible, and the government went after her for fraud and I was in deep doo-doo with the IRS. Fortress Financial's rep was excellent. He answered all of my questions. Fortress Financial only needed a payment to pay off the IRS and they were very flexible in working with us with our payment plan. The cost was outstanding. The amount that I owed the IRS and the amount that their rep got the settlement for was unbelievable. At this point, I'm done with them and my experience was very good. In fact, their rep is still very diligent in taking care of me because I still have them on a retainer after all these years of being settled. They need to keep doing what they're doing because they do it very well.
Reviewed Aug. 12, 2018
Fortress Financial was a personal referral and they helped me in offering compromise type representation. I had a good communication with their tax attorney and they delivered what they promised. Peter represented all the options and gave me good counsel. He did a good job for me and then it was up to me to select what was gonna work for us. The advertisement of the process of offering compromise is overrated but the cost was fair and it was a good experience. I would recommend Fortress Financial in the future to folks that I come in contact with in a similar situation.
Thank you so much for your business and your recommendation!
Reviewed Aug. 10, 2018
Fortress Financial is the right place to go to if you're stuck in a bad tax situation. When I started with them, I spoke to David and he was very knowledgeable with the situation. He was also very friendly and professional. The people I've dealt with have taken good care of me as well. They're very professional, friendly and prompt. They communicated very well with me and got me set up on all the plans necessary. They were definitely on my case and all the transactions were smooth. They updated me on the situation and kept me up-to-date with my payments. I'm already almost paid off now and I'd recommend Fortress to anybody else who is in my situation.
Thank you for your business and your review, Robert! The level of service that you describe is what we strive to deliver every time to every client. We appreciate being given the opportunity to help you.
Reviewed Aug. 3, 2018
I had a little trouble with my tax, I was going through a divorce and it was hanging over my head. I heard that Fortress Financial helped other people out. A close friend who has worked with them gave me their name and I reached out to them. I’ve been working with two people and they were very professional. Anytime I had a question and somebody was out of the office or was after hours, I got a call back within 24 hours. Fortress is setting up the payment plan with IRS now and they’re working on it. They're very fair, honest, upfront and very reasonable. So far, they have been great and hopefully, it works out for me. I would highly recommend them.
Reviewed Aug. 2, 2018
I had tax issues of $200,000 and I was getting bombarded with calls. So I wasn't gonna go with any of the companies. Fortress had called a few different times but I was going through a divorce so I didn't really make a decision. Then they called one day and the guy made sense to me. It was just the timing. They walked in and settled the whole thing for me. To talk to the IRS or anyone in state or federal is like a Chinese fire drill. You don't know who to talk to and one path sends you off to next then to the next. These guys from Fortress handled everything and they were excellent.
The guy who handled our account was a nice guy. When you owe a couple of hundred grand to the IRS, the state or the federal, people get nervous. But this guy came in, settled everybody down, worked out a payment plan and fixed it. They knocked out about 40,000 and finally, we paid the debt off. The situation worked out well and Fortress was also fair in what they charged for the service. I would tell others to listen to them and to tell them the whole story. They'll figure it out then you should do what they say. They know what they're doing.
Reviewed July 24, 2018
We saw that Fortress Financial's reviews have been positive and we reached out to them. There were back taxes, including the lien, and they were able to take care of our debt. It took me a year and a half and they were able to get rid of about $150,000. They were very professional and great to work with. I would refer them. If you need to, give them a call and they'd help you.
Thank you so much Angela! You are correct that you can just pick up the phone and talk to one of our tax pros for no cost. If we don't think we can help you, we will not take your case (or your money). If we do think we can help, we'll give you a proposal outlining a strategy and cost and then it's up to you whether you would like to proceed. There is a very good chance you will learn something helpful even if you don't wish to proceed due to the fact that our tax pros are seasoned and know their stuff. We love helping people and would love to hear from you if you are reading this and owe taxes.
Reviewed July 23, 2018
Fortress Financial is a small firm and it seemed like I would get a little more attention from them than I would from somebody like Omni. Not only that, but the actual tax adviser, David, also contacted me before I even got started with the whole process. David and his team are incredible. They are the most phenomenal tax advisers. To not go with them would be absolutely insane. The process lasted a few years and it was excruciating. It cost a little bit of money but in the end, what it cost compared to what those people saved me is zero. But it's contingent on the user. Those people know what they're talking about and if you follow all their directions, they will get you off of a huge tax debt. The program was worth the cost, a million times over. I owed over $150,000 and they got me off for under $2,000. It was freaking phenomenal and life-changing.
We love your review, Ian, and are so glad for the opportunity to change your life for the better! Thank you for your business and for being such a great client!
Reviewed July 9, 2018
As a small company, we fell behind in our taxes due to a few contributing factors. Although we always had the intention to pay our taxes that were due, the IRS revenue officer did not make that easy for us. We felt as though he was basically setting us up for failure. We couldn't seem to get ahead and stay in compliance with the regulations that he placed on us.
Hiring Fortress Financial was the best decision we could have made. They not only cared about our situation, they talked to us as many times as we needed to in order to put our minds at rest. They worked diligently on our behalf and was able to get us a resolution that worked for everyone and allowed us to make payments that we could afford and not fall short again. During this, we had many levies that were issued in what seemed to be the worse possible time. Right when we had scheduled payments, they would levy which would cause our payments to be returned. It was a never ending rat race. They always worked hard to get the releases issued on our behalf. Without them, we could not have come to a resolution! Thank you especially to David ** and Sayward ** for your complete dedication and unwavering compassion.
Reviewed June 29, 2018
I can only say great things about this organization and its people. They were diligent from the beginning till the end. These folks are truly amazing. Thank you for getting the IRS monkey off my back!
Thank you so much for your business and for your kind words! Our staff really enjoyed working with you and we're thrilled that we were able to get that monkey off your back!
Reviewed June 26, 2018
Fortress helped set up two Installment Agreements for me. The second, after I had defaulted on the first one. They managed to obtain a low monthly payment, that I could afford. I am happy with their work. I worked closely with Heather ** and David **, the attorney.
Reviewed June 16, 2018
The staff at Fortress Financial have been really great at helping me resolve several of my tax issues and developing an overall short-term strategy to keep me in compliance. I'm extremely impressed at how fast they respond to emails or phone calls to help their clients. I've had a terrific experience with Fortress Financial and would definitely recommend them to handle any tax issues.
Reviewed June 14, 2018
Working with Peter ** & Karlin ** at Fortress Financial has been a wonderful and calming experience. I truly felt like they have had my best interest in mind over the entire duration of my business relationship with them. As a former small business owner during a time when the economy was not forgiving, dealing with the overwhelming stress of tax debt can be debilitating. They took over the conversations with the IRS agent and helped me to come to a resolve with the agency. I appreciate their hard work, professionalism and communication, and their continued commitment to my personal welfare. Thank you Fortress!
Thank you Brian! We're so glad that we were able to help relieve your stress and resolve your tax issues.
Reviewed June 14, 2018
It's been a long, tough 6 years and I got behind in my taxes. I had a payment plan with the IRS, but to do accountant error, the plan was revoked. I called Fortress Financial and John and Janet have been the most helpful in getting me back on track with the IRS. Would I recommend them? Absolutely!
Reviewed June 13, 2018
Fortress Financial looked out for our best interest and helped us through negotiations with the state on the amount of back taxes to be paid. Fortress Financial was responsive at all times and knowledgeable. They explained the process thoroughly and in detail at times so that we understood exactly what was required. If a similar issue arose again I would consult Fortress first. Highly recommend.
Your business and your thoughtful review are greatly appreciated. Thank you!
Reviewed June 12, 2018
We were completely out of money ready to shut our doors due to our factor company quitting on us due to extended IRS issues. We called Fortress as a last ditch effort to get some help on a recommendation from an associate. Like most tax relief companies, Fortress wanted a sizable cash deposit to begin working on our case. Unlike other companies, Fortress was still willing to work with us after I explained that all of our cash was tied up with a factor company. They accepted a small cash deposit with a promise to pay the remainder at a future date after they delivered an IA as promised.
Within a few days they had delivered a proposed IA from our revenue officer that I was able to deliver to our factor company to get funds released. I then had to switch factor companies and Fortress was able to deliver a subordination agreement to meet the needs of our new factor company within a few weeks. Fortress has continued to monitor and help us through a change in RO, paperwork delay with the IRS and personal trust fund tax assessments. They have been amazing to work with. I would highly recommend their service to anyone with a tax problem. The fee we paid them was worth every dollar. We would not be in business without them.
Reviewed June 10, 2018
We had a tax issue. We contacted Fortress Financial and they returned our calls and answered our questions very quickly. So, we decided to deal with them. They were very good and very timely. They handled everything with the IRS and struck a deal which made the payments much more affordable for us. They seemed to be very trustworthy, too.
Thank you Julie! We're so glad that we could help you and that you had a great experience working with our staff.
Reviewed June 10, 2018
I have had a great experience working with Fortress Financial thus far in resolving a tax issue related to an annuity. They have laid out all the steps along the way and have helped get me sufficient time to work to resolve the issue with the agencies in question.
Reviewed June 8, 2018
This company far exceeds expectations. Steve, Nick and John ** are some of the finest negotiators in the business. They resolved numerous sensitive issues for me in a timely manner with clarity and with integrity. If you are looking for resolution to problems that will get worse if not addressed then this is the company for you.
Reviewed June 8, 2018
Fortress Financial Services is truly an exceptional organization with outstanding tax attorneys. You will get assigned to an actual tax attorney who will tell you the course of action and keep you informed by calling you and sending you email messages. You do not have to chase them down for information nor assistance. Their attorneys were able to get my case settled within a few weeks. Fortress Financial is much more efficient than Optima Tax Relief. Fortress Financial definitely represents and exceeds its perfect 5 star rating!! Truly awesome!!!
Thank you so much for your business and for your review! Our smaller size coupled with the fact that each case is personally handled by an attorney enables us to provide a quality of service that far exceeds that of the huge, big-budget advertising tax resolution companies such as Optima. We are thrilled that you were able to experience that first hand!
Reviewed June 7, 2018
Fortress Financial was recommended to me and I reached out to them a couple of years ago. And the experience has been really good.
Reviewed June 2, 2018
I had a fear with working with the IRS by myself. Fortress Financial contacted me and with their help, I got the IRS off my back for as far as trying to seize accounts for which I was grateful for. Then, Fortress Financial set up a payment plan so I could just continue on working without the fear of seizures. For the most part, I was pleased with their reps. But they didn't fulfill all of what they told me during our initial conversation and their marketing firm promised more than they delivered, so it cost me more than I thought. I wasn’t very pleased about that but once you’re into them, you’re kinda stuck. I would encourage them to give more details of what they’re gonna do in writing than verbally.
Thank you for sharing about your experience, Kreig. I'm glad that our staff was able to stop enforcement for you and get you set up with a payment plan with the government that you could afford. However, I'm troubled by the fact that you feel like you were promised more than that which was delivered. We truly strive to deliver exactly what we promise with each and every client. The precise terms of each agreement are set forth in the Service Agreement, which is signed by each client. We've also really tried to make our Service Agreements straightforward, without a bunch of legal jargon, and easy to understand. On top of that, we have at least one staff member go over these terms with our clients over the telephone, and we often do that twice. We will have a manager reach out to you within two business days to see if we can make things right with you. We do appreciate your business and your feedback.
Reviewed May 10, 2018
I needed tax solutions so I reached out to Fortress Financial. I liked what they had to say and how they answered my questions. Signing up with them was excellent. It was very easy and not confusing. They kept me in communication with my tax problems and kept me guided through each step that is needed that the regular person doesn't understand because the tax codes are so confusing. If you take a 10-step process, every step that they have taken me through has been one step at a time and made me understand each step and feel comfortable with the choices that I made with them. Everything was good.
We appreciate your business as well as you taking the time to share about your experience. Thank you!
Reviewed May 3, 2018
My experience with Fortress Financial went as said. I called them and they were representing me on some tax issues. It's been five or eight years since I signed up with them and I was okay with everything they did for me. It did not take very long for someone to reach out to me when I had questions. Fortress Financial helped me set up a payment plan with the IRS but since then, I failed on the program because I ran out of money. Nevertheless, the cost of the program was fair and they gave me a lump sum that I had to pay. I'd call them again in the future.
Reviewed March 2, 2018
Fortress Financial helped us with some corporate tax issues. My husband initially took the call from them. They were aggressive, but they were also good about following up and presenting things. Signing up was easy and the tax attorney was very professional, informative, and good at what he does. He is very "black and white." He explained what was happening and why things were happening. He was also very good about answering my questions. He took forever to get a resolution, though.
It took a long time and I felt like that was more of the IRS. However, from the very beginning, we hired them to help us with federal state and local tax issues that we had. Since they were not from our area, local tax issues were not their forte. Also, we were in Philadelphia and they were in Washington so he should not have said that he could help us with our issue because it never got resolved. Moreover, working in Philadelphia is a challenge, even being in Philadelphia. They definitely tried to do what they could for the state and the city. But unfortunately, we owed a large amount and there was not a payment plan unless we could put up a lump sum of money which we couldn’t do. And I don’t think that there was a resolution that we could’ve afforded.
We were able to set up a payment plan with the IRS. Because of how it worked, we set up one for the corporation and the savings were huge. However, we're still personally liable. Fortress came back and said that they could do an Offer in Compromise for me personally. Even though our corporation is on a payment plan, we personally have to be on a payment plan for the same debt that was owed. Still, I've referred Fortress Financial to the payroll company. They had some customers that were having the same issue that we had, and Fortress is great at resolving federal tax issues.
Thank you for taking the time to share about your experience working with our staff, Laura. I suspect that you are correct that the delays in getting your case resolved were due to the IRS, as that is usually the case when resolution takes an unusually long time. We do strive to move all of our cases along as quickly as can reasonably be expected given their circumstances. Unfortunately, there are times when the IRS can be very slow, and there isn't a lot that we or anyone can do to make them move more quickly (yet, when they want something from a taxpayer, they usually give them very little time). During the times when the IRS is slow, we almost always will have some kind of mechanism in place to protect our clients from enforced collections.
Reviewed Feb. 26, 2018
I had a big job I was working on for my husband’s business and we had gotten behind in payroll taxes. Fortress Financial Solutions was able to help me get the time to get funds together that I needed to pay off the taxes. I didn’t get any reduction in the taxes, penalties or interest but they were able to stop the IRS from coming after me directly, and Fortress Financial worked with them instead of me having to deal with them. At that time, I couldn’t handle doing that, so that helped. They helped relieve pressure when I needed it relieved as it was during a stressful time for me. Fortress Financial was able to stop the IRS from calling me and I didn't have to feel like I have somebody breathing down my neck every minute of the day.
The guy I worked with would just call me whenever he needed something. If I had a question, I would just call him. Usually when I called him, I would have to leave a message then he would call me back when he had a minute. Using Fortress Financial worked out great and they’ve actually helped me twice. They told me that one of the reasons that it worked out so well was because when they asked for something, I got it for them and when I needed to pay something, I paid it. They’re an honest company. Their rep didn’t lie to me and tell me he was going to get all those things taken care of. It was an honest relationship. I told him what I had problems with, he told me this is what’s going to happen and that’s what happened.
I would recommend Fortress Financial Solutions. A lot of people say they’re going to reduce your taxes and they’re going to do this and that for you. Don’t go into it thinking that they’re going to give you the loan. Just go into it knowing that you have a problem, you have to figure it out, and you have to help work it out with them. They can help you with the laws and with the skills in order to give yourself time. There are lots that we don’t know that they know, that they can help you with.
Reviewed Feb. 17, 2018
Fortress Financial handled my case and it stopped the collecting calls. They worked with me on the payment plan. It ended up being an installment agreement, so it was fine. My tax attorney was very good and detailed. They were able to get a resolution in place, but I was expecting more of a financial turnout that was less money from the IRS side. All in all, they represented me well. Fortress Financial has very knowledgeable people who are able to guide you in the right direction. I’ll recommend them.
Thank you, Bud, for the recommendation and for your business!
Reviewed Feb. 11, 2018
I honestly could not be happier! I was contacted by the IRS in November out of the blue about an old debt that I could not afford to pay. I was completely caught off guard and very concerned. I did not have a lawyer and did not even know where I should go to find one. After doing some looking online I found Fortress Financial. I did some research, liked what I saw and decided to give them a try. I gave them a call and signed up. I didn't really know what to expect but things went very smoothly.
After I signed up, I got a call from David ** and he asked me some questions, answered mine and then explained the process to me. Long story short... I owed the IRS about $168,000 that I don't have and I no longer have to pay it. The IRS closed my case and I could not be happier. He and his assistant Sayward worked together and took amazing care of this situation for me. I was also able to make payments which really helped me. I highly recommend Fortress Financial. They are awesome and extremely efficient, knowledgeable and professional.
Reviewed Feb. 11, 2018
I looked at a set of different companies a few years ago. After talking with Fortress on the phone, they seemed like the most qualified and the readiest company to help me with my tax-related issue at hand. They did their job. They helped me set up an agreement with the tax agency. And I contacted them for some additional concerns that needed to be handled. There were numerous tax attorneys involved but it was a phone conversation or two that I had with them. The service cost wasn't the cheapest around but it was fair. Fortress Financial is worth talking to for people who have a tax issue.
Reviewed Feb. 10, 2018
Fortress Financial is the liaison between me and the IRS. I've been working with them for two and a half years now and I like them a lot. I liked their straightforwardness and they didn't seem like a machine, it seemed personal. They seemed honest and trustworthy. Their reps have been very honest, helpful, and knowledgeable. David was the attorney and heather was my main contact.
Fortress Financial has entered me into an installment agreement and we're working on an offer and compromise. We're not completed yet but we're getting close to being done. The service is not inexpensive but when we're done, it'll be very helpful to me. I'd definitely recommend them. They're definitely worth contacting and getting a consultation with.
Reviewed Feb. 9, 2018
We were screwed over and we were seeking IRS help. Fortress Financial talked to my husband about that and we got an agreement. But then we both got sick. My husband has been in and out of the hospital for 16 months while I had a spider bite which I dealt with for close to two years. We wound up in arrears because there wasn't anybody to run our business, paid our bills like we did and knew how to do the taxes. My husband usually did it. We got behind and we couldn't pay our bills. We nearly lost our home and everything.
That all happened just last year and we're still in the process negotiating with the revenue officer. I filled out all the paperwork and got everything the revenue officer needed. But she has a personal problem and she hasn't gotten back with Fortress Financial and they've been trying to contact her. She's holding everything up and we're still waiting for the arrears right now. We're also trying to get some kind of offer and call them up. Other than that, whenever we call Fortress Financial, they get right back to us. They email, call and would stay in touch. I don't have to call them all the time. I would definitely recommend them to others.
Reviewed Jan. 29, 2018
I've been dealing with Fortress Financial since 2012. I called their 800 number and spoke to someone there. They then hooked me up with David the attorney. From then on, I sent them the information that they needed and we started establishing the relationship. I had an IRS issue with error taxes and Fortress has been really very helpful with all my issues. I don't regret choosing them.
I've been working with the same attorney since I started. David has been very professional and if he says something is going to happen, it does. He doesn't beat around the bush. What he can do, he can do and what he can't, he can't. But he always finds the options that can happen in order to take care of the issue. His communications are always courteous and every time I email him, he emails me back at a very reasonable time. I've referred him to quite a bit of client.
I'm 100% satisfied with the cost and service of Fortress Financial. They've been helping me resolve my issues so that's given me some space off my bag. They have already taken the issue at hand and that has been settled. They paid attention to me and their prices are reasonable. They weren't there to take my money. They are a true company that has helped me out.
We are delighted to hear how pleased you have been with our services, Alex! Thank you so much for your business and for taking the time to share about your experience working with our staff. Value, integrity, great customer service, and excellent workmanship are what we strive to deliver to each and every one of our clients. Glad to hear we hit the mark!
Reviewed Jan. 26, 2018
Fortress helped us with our tax debt and their service was very poor. They only helped us draft the letter which I could have done myself had I known at that point. They should also lower their prices for people who are in the same situation as us.
We pride ourselves on providing outstanding customer services, and are sorry to hear that we fell short of that with the handling of your case. Any Fortress client who isn't completely happy with our level of customer service is strongly encouraged to contact management. Excellent customer service is required of our staff. If that is not happening, management wants to know so that we can correct the problem. We will have someone from management reach out to you within two business days in an effort to make things right.
Reviewed Jan. 21, 2018
I was referred to Fortress Financial by a friend and they negotiated the payment agreement for me. Signing up was pretty easy. I just made a phone call and they pretty much told me what it was going to cost. I said okay and I sent them everything they needed and they took care of it. The process took more than a month and I finished the program last August of 2015. Dave was my tax attorney. The communication was great and explained all that I needed to do. Fortress Financial did great for what I paid them. They are very professional and very efficient.
Reviewed Jan. 18, 2018
Fortress was excellent in everything that I asked them to do. They seemed more in tune with what I needed and had all the right answers. They also treated me with respect and I was just as important as any other client would be. In the beginning, I just wanted to put off having to pay the IRS as long as possible because my company was struggling. I was still trying to survive and when it's time to close the company, it wasn’t going to come back. They assisted me in getting a settlement agreement for a whole lot less than what the company actually owed. I've done two different services and got exactly what I needed to be done.
Initially, I didn’t understand why so many forms had to be filled out. I was depressed and aggravated and I wanted somebody to take care of everything which they tried to do as much over the phone as they could but there's still certain things that I had to fill out. They made it as painless as possible. They even filled some of it out that would have been more my responsibility, but they took good care of me. I had a question here a few months back about something that had come up and they answered my question and was ready to do whatever I needed to be done. They even called and checked back with me three times just to make sure that everything was still in good shape.
The attorney was David and he had his assistants. There were two different ones and both were excellent. They're very knowledgeable about what needed to be done but they never tried to give you any false hope or false information that wasn’t their call to make. The attorney always followed up whenever it's necessary for him to make a comment and they were very professional about it. Anytime something ever came up that I was not understanding or have an issue with, all I had to do was talk to Fortress and it was resolved. They were very lenient with me paying for their services and they worked with me in every way possible.
Fortress was a blessing at that time because I didn’t think there's any hope of things getting better. They knew they had to get the ball rolling and take the stress out. Don’t be afraid to ask any question if you use them. They'll only take care of what you tell them about or what they know that you're having issues with. I would have addressed more of it in the beginning than slowly dragging it out because I was ignorant of how it all works. They can change your life. If it comes to IRS, don’t be scared of them. Play hard ball with them and Fortress will play hard ball for you.
Thank you so much for taking the time to write this thoughtful review, Randy. You make a salient point about being protected from enforcement while your business was struggling. Most people understand the value of having a tax liability resolved--in your case for significantly less than you owed. However, when a business is struggling, sometimes just being able to operate free from enforcement is what is needed to keep the business alive. It is hard to put a price tag on the ability to live to fight another day. We put a huge amount of emphasis on reducing or eliminating the chances of enforcement against all of our clients. In fact, the name "Fortress" was derived from our commitment to keeping our clients safe. We're delighted that we were not only able to keep you safe during difficult times, but that we were able to reach a very favorable settlement for you once you were able to get into compliance.
Reviewed Jan. 14, 2018
I saw Fortress Financial on a website and contacted them in regards to a tax matter. The rep was very good and it was one-on-one, so I didn’t have a bunch of different people calling me. The cost was fair and they took care of my matter. I've worked with Fortress Financial on two different occasions and the same attorney who helped me years ago was still there and helped me again this last time.
Reviewed Jan. 8, 2018
I knew somebody that had worked at Fortress Financial and I also knew someone in the family of the attorney I worked with so I felt comfortable. Everything went smoothly and the cost was fair.
Reviewed Jan. 7, 2018
Fortress Financial reached out to me when I was seeking help with my tax issues. I then got consulting services from them. They were professional and quick in calling back. Eve, my rep, was good to work with, prompt and followed up well. I liked her personality and attention to detail.
Thank you Justin for your business and your feedback! We are thrilled that you were happy with our services!
Reviewed Dec. 29, 2017
I got a solicitation based on tax claimed files from Fortress Financial that I followed up and I talked to several different companies before I chose them. I reached out to them, and Peter and Coby were very good. I really liked Peter and his staff. I used them for some personal items as well in conjunction with corporate issues. It was a discussion about our options as a company. I'm not the owner of the company but I've made recommendations to Coby, the owner of it.
There was a walk-through over the process in what they thought they could do for us and then how best to handle it. There was quite a bit of back and forth and we ended up closing the company as part of the process. The process went on through several years of negotiations with the IRS and asset disposal. It is currently uncollectible but Fortress Financial negotiated the whole way through to the end. I would highly recommend them and Peter. His staff, who we worked with closely, were very professional, straight-spoken, easy to get a hold of and responded quickly to things as they were happening. Overall, Fortress Financial was also very professional, attentive, and knowledgeable.
Reviewed Dec. 25, 2017
Fortress Financial helped us out of a pretty good hole we had gotten into with IRS, took a number of years to get it done, but that was more my fault than theirs because they stayed on the proper step. Then we had, IRS switching things around and moving it from one place to another place. We lost a couple of years in that by itself by them saying this has been moved from point A to point B because we’re overloaded in point A. But Fortress recommended to me and advised me in the direction we needed to go. I went with that and we got an offer and compromise approved and I paid everything and got clear and free.
I had a young lady that called me representing them. They had the direct approach and sounded honest. I had easily a dozen calls from various companies wanting to do the service. The initial call was just, “Hey, we’re here to help. We’d like to help.” It was a bit personal relationship I built with that, and Mr. David was extremely knowledgeable and just his expertise is what guided us through everything. He was very professional, honest and straightforward. He told you like it was. He didn’t sugarcoat it a bit. He even told me, “Here’s what I feel like and here’s what can happen.” The goods and the bads. He still left that decision up to me. He didn’t make it for me, but he gave me all the pros and cons to make the decisions that we wound up making and the result was very beneficial and it worked out really great. He saved us a considerable amount of money to boot.
Once we got everything settled, it took about a year for them to get everything straightened off and approved. We went through so many different agents because I get switched a lot. I contributed more to confusion and starting over a lot. David and their reps kept on top of it. The supervisor kept me posted on everything. I was relieved that I finally had burdens off my shoulders because the IRS is one burden you don’t want to have on your shoulder because they don’t go away. You realize you have a problem with those guys, they’ll find out where you get out. We persevered and we were able to get through everything and come out on. David and Fortress did an excellent job.
They also had recommended the offer and compromise where I had several companies, say, “You don’t want to go that way. You need to do it our way.” I put faith and trust in David and he did what he said he would do. I even called a couple of the other companies and they were cut up and rude. I told them, “Hey, I can get good guys,” and sent him a letter proving it. They needed to know that they need to react a little bit more like Fortress did, just straight up honesty and not trying to grab a customer and trying to tell stories to get them switched when they go to them.
Thank you so much, Jerry, for your business and for your detailed feedback! We do pride ourselves on our honest, straightforward approach. There are plenty of other tax resolution companies who will tell the client what he or she wants to hear. While this might boost their short-term sales, it is a disservice to the client. We believe that doing the right thing over and over regardless of our bottom line is the key to long-term success. We are so glad we were able to reach a favorable settlement on your behalf!
Reviewed Dec. 14, 2017
Fortress Financial has done a good job so far. At that time, I was looking for different folks who can help resolve some tax problems, and somehow, I was referred to them. I got a person from Fortress Financial on the phone right away and they talked to me. Plus, even the key people were very receptive instead of just passing us off to a paralegal. It was good and I felt comfortable talking to them. My issue is ongoing but it’s been resolved. They have gone through the proper channels and steps. I wouldn’t have known how to do all that stuff and it was just a nightmare. Even when there was something I wasn’t sure about, they made me good on it.
I have had a good experience with everyone, from the young lady that answers the phone right on up the chain. If I or my wife have any questions, they are willing to take the time. Even if sometimes the questions are basic or redundant. However, knowing that we don’t understand all that stuff, they have been really good about walking us through, even if repeatedly. I’m happy and would recommend them.
Reviewed Dec. 6, 2017
I reached out to Fortress due to back taxes. My rep was a nice guy and everybody that I dealt with has been very informative and helpful. They got transcripts of filing through the IRS and set up a dialogue with the IRS, but at that point in time it broke down. But they were helpful and I would recommend them.
Reviewed Nov. 26, 2017
Fortress Financial sounded like they'd be the best fit for us when I spoke with them. I had some basic communication about what they'd be providing for us and what we'd be paying for it. They seemed competent with the limited amount of stuff they did for us although they did less than we expected them to do. We thought our agreement was for more than what they did and they hit us with an additional charge before they would finish it. They told us early on that the fee would go up if we didn't provide information back to them in a timely fashion just because it would take them more time but we were extremely good about getting information back.
The scope of work didn't increase at all and we were in a tough position so we went ahead and paid them the extra money. They were also supposed to work on some penalty abatement which was part of their original proposal but they never did that. We had a fixed fee going in and the fixed fee went up while the scope of work went down. All in all, Fortress was qualified but it was not a good experience for us. I would never use them again.
Thank you, Brian, for taking the time to share about your experience. We are sorry to hear that you were less than thrilled with our services. I would point out that there were at least a couple of things that significantly increased the scope of our work that you did not mention in your review. First, you were out of compliance with filings for approximately three months after we accepted your case. This made you ineligible for an installment agreement. During this time, rather than moving towards resolution, we had to play defense in order to protect you from enforcement. We negotiated two separate holds on enforcement during this time, which was work beyond the scope of your contract and also a delay in resolving your tax debt. More importantly, our records show that we undertook personal representation for both you and your father. Neither of these things were included in your initial fee. Moreover, we succeeded in preventing collections against both you and your father, and negotiated an agreement whereby neither you nor your father would have to pay the IRS a single penny, so long as your business adhered to the terms of the installment agreement that we negotiated on your behalf. We will reach out to you right away in an effort to address your concerns.
Reviewed Nov. 17, 2017
I had a problem with the taxes, and I got some mail. I called several people. Fortress Financial gave me a call. But they didn't do anything much for me. They charged $2200 to fix my tax problem but I still had to resolve the matter for myself.
Thank you for taking the time to share about your experience, Inderpal. Our records show that we represented your business 7 years ago, and your recollection is at odds with our records. According to our records, we successfully negotiated an installment agreement with the state on your behalf. We also spent 30 hours of Fortress staff time accomplishing this. Thus, it is inaccurate to state that we "didn't do anything much" for you and that you had to "resolve the matter" for yourself. We will forward you a statement detailing the work that was performed, and will also reach out to you in an effort to address your concerns.
Reviewed Nov. 16, 2017
I have tried for several years to work out a tax issue with the State of Oregon. They would ask several times for me to resend information, then I would talk to an agent who could/would not take a payment, then after they finally did manage to get some sort of online payment, it was virtually impossible to log in. after they had "repaired" the software, I would set up automatic withdrawals which were never taken out. Then the account was sent to collections. After years, literally years, of frustrations, I decided I had to get an attorney. Then I learned that Oregon would only work with Attorneys licensed in Oregon. After numerous phone calls, I eventually found Fortress Financial Services. They completed in a few months what I could not complete in several years. I cannot say enough about Fortress. They are committed to what they do and produce results. I'm sorry I didn't find them several years ago. Life would have been a lot more simple.
Reviewed Nov. 15, 2017
After I called Fortress Financial and talked to the guy, they made all the promises of the world and I thought I could trust them but they were crooks. From the beginning, they knew they couldn’t do Ohio taxes yet they went ahead and took my money. I had to pay them $2,500 but they even wanted a phenomenal fee like $5,000 saying they might be able to take care of my federal taxes. In the forefront, they were real courteous. But after I found out that they couldn’t do the taxes and the assessor talked to them, they told me there was nothing they could do.
I asked them to reimburse my money because I could put it back towards the taxes. But they said that after I hired the attorney firm, I forfeited that money. There was nothing I could do and I should have checked into it beforehand. I would never recommend Fortress Financial and I would never give them the time and day to talk to them.
All feedback is important to us and we appreciate the time you took to tell us about your experience. We absolutely never accept money for a service if we know in advance that it is not a service that we can provide. We also have no record that you ever contacted management to request reimbursement of the fees that you paid. Fortress management is committed to doing the right thing, and encourages any client who is feeling anything less than 100% satisfied with our services to contact our managerial staff. Fortress management will reach out to you within the next two business days in an effort to make things right.
Reviewed Nov. 14, 2017
One of my clients was having trouble with Internal Revenue so I reached out to Fortress Financial and they took care of it. The people that I worked with were fantastic. They went to bat for him, got his taxes reduced and I couldn't ask for anybody to help any more than they did.
Reviewed Oct. 23, 2017
Fortress Financial Solutions was not the first one I contacted to help me solve the issues I was having with my taxes. The other two companies spoke to me like it was a sales call. Fortress Financial solved the issues I was having with my taxes in three weeks. They made a few phone calls just to make sure that everything was okay. They didn't just do what they were supposed to do, they supported me further. And to date the customer service is great. They are very efficient and personable. They never made me feel like they're taking my money and then just leaving me there.
Anel, we're delighted to read your feedback about the stellar service you received from our caring staff! Thank you for taking the time to share your positive experience. We aim to provide the same outstanding service AND results to each and every one of our valued clients.
Reviewed Oct. 19, 2017
Once I signed with Fortress, they took care of things. Their rep, Laurie, was a gem and she did a fantastic job. Dave, my attorney, was always professional and good at explaining exactly what I needed to know. I had an interesting situation with the IRS at one point while we're in negotiation of a settlement agreement. My revenue agent took a wild hare and levied a lot of money from the corporation. Fortress got me some of the money back almost immediately then eventually I got all of it back. They stuck up for me in a big way and they saved me $5000 on the personal side and at least $120000 on the corporate side. It happened on a Monday and I had my money back on Friday. They're outstanding people to work with. I would recommend them to anybody.
Great feedback, Chip! We genuinely appreciate it and we're glad to hear that you were happy with our services!
Reviewed Oct. 17, 2017
Fortress Financial Services solved the issue that I was having with my taxes. Everything went smooth and all was great.
Reviewed Oct. 16, 2017
Fortress Financial was very matter-of-fact and I liked them. At first, they seemed to spend more time with me than others did so I stuck with them. We got to the process really quick and got it done. It drag out for three years but it still played out to my behalf and worked out very good. The statute of limitations ran out. The representative explained to me why, was able to close and all was done. There wasn't much legality work for me and working with them took care of itself. I was happy with the way the experience turned out.
Reviewed Oct. 14, 2017
I could not have ask for better results from Fortress. Each client is unique and comes with a different set of circumstances. They are well equipped to handle each and every client. Their staff is professional, courteous, and efficient. I highly recommend Fortress. You will not be disappointed.
Thank you so much for the review and your business!
Reviewed Oct. 13, 2017
I got in trouble with the IRS. I was getting ready to hire a company and Fortress suggested that I take a look into their background. When I did, I found out that one of the main people there was arrested for fraud. Even if I don't hire Fortress, I'm not hiring them. On the other hand, Fortress has an attorney handling my case all the time, not just like a legal person. The IRS officer we're trying to work with is being a hard-nosed. When he sets a date, it's that way or the highway. Stephen, the president, has suggested a couple of different strategies, and I told him that we're going to use them only as a last resort. I want to keep my business as is, as humanly possible and he is working with me on that matter.
One thing that seems a little bit fishy was when I first hired them, their attorney named Jeremy, started my case. I found out later that he was leaving the firm and they claimed he was going off on his own. But once he left, Stephen took over my case and that's when the ball really started getting rolling and things started happening. I don't know if Jeremey thought that I was not going to get a settlement or the firm changed him because the case wasn't moving and they needed someone with a little bit more authority. I'm happy that Stephen took over. He knows his stuff, he's doing what needs to be done and I'm very happy with his service.
Thank you for your review, Gabriel. There is (or was) another Fortress Financial Services, Inc. in the United States incorporated and located in a different state than Fortress, which is completely unrelated to this Fortress Financial Services, Inc. They are not a tax resolution company and they had various legal and financial problems. No one at this Fortress has been arrested for fraud, and we do criminal background checks on all new hires. We are glad to hear how happy you are with Stephen's work. Note that you had some compliance issues early on that prevented Jeremy from resolving your case, and also that the IRS was in enforcement mode when we took your case. Jeremy did get the IRS out of enforcement mode and was successful in getting levies released on your behalf. Note that our president, Stephen, oversees all Fortress attorneys and encourages any client who is feeling anything less than 100% satisfied with our services to contact him. We want every single one of our clients to be happy with our services!
Reviewed Oct. 11, 2017
I felt comfortable with the person I was talking to at Fortress FInancial so I got their services. We went over the problems I was having with the State Board and determined how they could help. I provided them with information and then they interceded on our behalf. We never got a resolution with them but the Board of Equalization agreed to negotiate with me directly instead of Fortress which got me where I needed to be, so I called it a win. They were adequate - they were working diligently and they had lots of contact with the BOE so I was happy with them.
Reviewed Oct. 9, 2017
Nick and Steven handled our tax ordeal with grace and patience. We were beyond confused and frustrated. Nick and Steven were always available when needed. Answered questions with every bit of knowledge they had. I could not have done this without them!
Reviewed Oct. 9, 2017
They handle my case as I was their only customer. They made me feel that everything was under control, and I did not have anything to worry about. The final outcome of my case was amazing. Less than a penny per dollar was paid to the tax agency. I would highly recommend them. David and Heather handle my case.
Management is delighted to hear your feedback. Thank you! While not all of our clients are eligible for such an amazing settlement, we do strive to provide each and every one of them with a 5-star customer service experience like the one you described.
Reviewed Oct. 8, 2017
This service has given me my life back. The ability to release tax attachments and the ability to go on with my life while they negotiate a settlement with the IRS. Great service, great communication. I would recommend their services to everyone who has IRS issues.
Reviewed Oct. 6, 2017
Using this company and their expert services allowed me to be fully informed of my options and situation. Now I feel comfortable that my case is being monitored and acted upon so I can stop worrying and get back to work and handle issues when they contact me. I would recommend this company, and have, to family and business associates.
Reviewed Oct. 6, 2017
Feeling overwhelmed with your taxes, or past due amounts, leave it to the professionals at Fortress Financial to make arrangements on your behalf that are structured to your ability to pay, and get you back on track so Life feels Good again! Nick ** was exceptional with keeping me in the loop, following up on needed information, and whenever I had a question or a concern, would assist in a timely and professional manner. They would even remind me of those specific time-sensitive dates, to assure I’d stay in good standing... You'll find this company honest and helpful, and you'll find yourself in a good direction. Thank you Fortress!!
Reviewed Oct. 6, 2017
Mr. ** and Mrs. H. ** have been very instrumental in handling our case and bringing closure to a complex case with an affordable payment plan. They are true professionals and take pride in what they do... we are forever grateful.
Thank you so much, Mrs. Lomax, for your business and for taking the time to share about your experience. The gratitude is mutual!
Reviewed Oct. 6, 2017
I was a bit skeptical since the company was out of State and I was in Michigan. But all that was removed on the first conversation. I highly recommend this company. They kept my business protected and stopped enforcement. My only regret is that there were only five stars because they deserve more.
Reviewed Sept. 29, 2017
Fortress Financial helped us out a lot and we would recommend them to people. We were relieved as they have resolved our tax issues. They were knowledgeable and helpful. They also email when new things come up, and they saved us about 50 grand because they told us about a program that Obama came up with. I would use Fortress Financial again.
We are grateful to you both for your business and for taking the time to share about your experience. So glad we were able to help!
Reviewed Sept. 27, 2017
I had a good experience talking to the lady that I called at Fortress Financial. She made me feel comfortable. I had some late taxes from my previous company and they help me settle that. They were quick to answer all my emails and calls, so I never had any issue getting in touch with them. Plus, they were always nice and very knowledgeable. It was delightful.
Great results and stellar service is what we aim for with each and every client. We're glad to hear we hit both of those marks for you, Thiago. Thank you for your business and for taking the time to share about your experience.
Reviewed Sept. 20, 2017
I had tax issues so I got referred by my tax lady to Fortress Financial. I had a horrible experience. I was referred to a specific person there and they said they were going to work out a plan with the IRS. The specific person left the firm without telling me and I had to call many times to find that out. They totally dropped the ball on my situation. And then the owner, the CEO of the company turned around. When he called me, he pretended to be just another attorney and wants to rehire, as if I had to pay him another $4000 he’s trying to gain. They didn’t handle my situation and I’m still trying to get it resolved. Don’t use them. They will milk for money and will not honor what they said they’re going to do. If I could, I would sue them for my bad experience.
Hello Kim. We sincerely apologize about your experience with our services. We appreciate your feedback and would like to make things right. Someone from our customer service team will be contacting you within 48 hours to help assist with your resolution.
Reviewed Sept. 15, 2017
I looked at several different competitors of Fortress Financial and I read the information on their websites. Fortress Financial Solutions seemed to know what they were doing regarding payroll problems. They know their work and they helped us out. They did a great job for us. As a matter of fact I've told them that they can send people to me for a referral. Over the years I've had at least 10 to 15 people call wanting a referral regarding them.
We appreciate you taking the time to share about your experience working with our staff. Thank you!
Reviewed Sept. 14, 2017
I feel very pleased with Fortress Financial. Their team were courteous and knowledgeable. They are pleasant and easy to work with.
Reviewed Sept. 11, 2017
Fortress Financial was supposed to do some work but they took the money and didn't do anything for me. They promised that there was some sort of a financial debt they're supposed to take care of. They said I had to give them $3,000 in advance and I did, after which, I never heard from them. It was an awful experience.
I am so sorry to hear that you were dissatisfied with our services, but appreciate you bringing your concerns to our attention. It was 7 years ago when we represented you. The notion that you gave us $3,000 and then never heard from us again is not accurate. We communicated with you more than 25 times after you hired us, and our records show that we responded to every one of your inquiries in a timely fashion. You hired us to get you on an installment agreement and to try to reduce your penalties. We secured an installment agreement for you shortly after you hired us. We prepared and submitted a very well-written penalty abatement request. It is true that the state denied our request for having your penalties reduced. However, the reason that they cited for denying our request was that you had lost on this same issue twice in appeals prior to hiring us. You did not disclose this to us before we accepted your case. While I can understand your disappointment in not having your penalties reduced, I truly believe that we did as good of a job as could possibly be expected under the circumstances. We will reach out to you within two business days in an effort to address your concerns.
Reviewed Sept. 3, 2017
I went with Fortress Financial Services because I liked what they told me when I called. Most of my interactions with their team's through email and they did everything I asked. I owe the IRS a lot of money and they got it. IRS accepted my offer and compromised, so it was good. I was really pleased after working with Fortress Financial. I'd recommend them.
Thank you for taking a moment to share your experience, and thank you for your business!
Reviewed Sept. 1, 2017
I had tax issues and I went online and checked out the recommendations. Fortress Financial did what we needed to do and set up a payment plan. The cost was fair and competitive with everybody. They were courteous and caring, and got everything done in a timely manner. Day to day has been a little bit less stressful after we took care of the problem. Fortress Financial was good and did what they said they were going to do for the price that they said they were going to do it. And the contact was there. I got a hold of them if I called them. Everything went as smoothly as it could.
Reviewed Aug. 31, 2017
I mistaken identified Fortress Financial as a tax company that robbed me of 10,000 dollars. So I am putting up this review because there is no way I know of removing or editing the original review. The services I received from Fortress were 100% satisfactory and I have no hesitation recommending them to my family and friends.
Thank you so much for sharing about your experience with Fortress. I'm sorry to hear about your awful experience with a different tax company, and appreciate you taking the time to set the record straight once you realized that we weren't them.
Reviewed Aug. 25, 2017
I hired this firm to assist me in dealing with unpaid back taxes and to help clear up an agreement I made with the IRS. In addition, I needed assistance in clearing up some penalties and fees. While the firm was able to clear up the small issue with the agreement within 1 phone call, I had to fight tooth and nail to get updates from them - and I only reached out once per month. Many times the phones and email accounts were not in service. The assistant to the lawyer never responded to my emails or phone calls - except once - and it took multiple emails (2-4) to the lawyer to get an update.
It has been almost 10 months since I hired the firm and today I received letters from the IRS denying the request to clear up the fees. I have yet to hear from the lawyer... And I've lost most confidence that I will. While I understand I am not this firm’s only client, I personally believe communication is critical and recommend consumers compare firms before they make a decision to hire a tax lawyer. I will definitely do better research and read all the reviews next time.
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2/28/18 - update
This is an update to the reviews I originally posted on 8/25/17 and 9/25/17. Unfortunately, this company was unable to fix their massive communication issues - as my assigned lawyer failed to respond to my emails and phone calls for months at a time (totally unacceptable). I have never dealt with a company or individual for that matter, who has so many issues receiving emails or voicemails and/or responding to them - and this pertains to the company owner as well. Subsequently, I was forced to terminate the business relationship in January. I do not recommend this company whatsoever! Buyer beware!!
We sincerely regret the difficulties you have had communicating with our staff, and accept responsibility for a former employee who fell short of our customer service standards. To make things right, we did provide you with over $2,500 in free services, which included filing two appeals at no extra charge. I would also point out that we were successful in negotiating an affordable installment agreement on your behalf and in abating some of your penalties. Fortunately, the communication issues you report subsequent to the ones with our former employee are inconsistent with feedback we receive from our other clients, and are clearly an aberration from the norm. We do take all reported communication problems seriously. As such, we have had our IT manager look into this. As for the reported emails that never made it to our staff, our IT manager was able to confirm that we are 100% clear of all blacklists, meaning that there must have been a blacklist or some other technical issue with one of the ISPs you have been using. Our IT manager also checked our sophisticated phone tracking software for inbound phone calls from your cell phone during the period in which you state that you called multiple times. Our records reflect zero inbound phone calls from your cell phone during that time period, though I suppose it is possible that you attempted to call from a different phone number. In the extremely unlikely event that any client has similar issues contacting our staff (with the exception of this review, widespread communication issues with our staff like this are unheard of), they should contact our Service Manager immediately so that the issue can be resolved.
Kirsten updated their star rating from a 3 stars to a 1 stars after speaking with the company outside of the ConsumerAffairs platform.
I wanted to follow-up to Fortress' response as well as thank them for their follow-up and willingness to address the communication issues I experienced. I think nowadays, most companies are more interested in quantity rather than quality or want to sweep problems under the rug in the hopes they go away.
The fact that Fortress has gone so far out of their way for just one customer speaks to the value they place on their client. While I hope that I will not have to use Fortress' services again in the future, I can honestly say they have a customer for life and I wouldn't hesitate to refer any of my family/friends.
Reviewed Aug. 23, 2017
We were referred by the company owner and his wife who had utilized Fortress Financial Services for a separate business from ours. The business relationship and the quote that we got was better with Fortress Financial over their competitors so we went with them. We have a lovely relationship with them now, like we're a family. Their team's amazing and my contact there's responsive, friendly, personable and timely. No one wants to deal with the IRS. But if I had to, I'd have them on my team. I would recommend them.
Reviewed Aug. 17, 2017
Your attorney missed filing some paperwork, that ended up allowing the IRS to file a tax lien of $220,000 on me and my wife. Incompetence at its highest. Very dissatisfied with Fortress. Wished I could get my money back. Big waste of my time and money. Wished I could rate you with a -5 stars.
Although it is untrue that the failure of our staff to file paperwork caused a $220,000 lien to be filed against you, we are glad that you brought this to our attention. We strive to make each and every one of our clients happy, and obviously didn't do so in your case. We will contact you privately in an effort to clarify any misunderstandings and to address your concerns.
Reviewed Aug. 16, 2017
When I needed these guys, they were there for me. Though they were thousands of miles away, they worked on my case as if we were in the same town. My questions were answered, they kept me very informed and they made an awful experience tolerable. Thank you David ** and staff!
Reviewed July 31, 2017
I was totally scared to have the IRS coming down on my business. Got several calls from at least 100 Tax Attorneys from all around. I actually selected your company because it was in Oregon. I was still nervous, but you people treated me kind of with kid gloves. The very first time that I thought was great is when My Attorney had me take all the money out of my account but Ten dollars. I think I had it good with you guys. Thank You Very Much.
You are very welcome! We appreciate your business and your review.
Reviewed July 26, 2017
Paid them for business and personal help. Business was placed on installment payments by the IRS, but our personal problem is still ongoing. I submitted all of the info directly to the IRS. The Fortress rep advised that he spoke with our IRS rep on several occasions. The IRS rep advised she spoke with him 1 time and no communication after that. Very disappointed.
Thank you for bringing your concerns to our attention. Because you were at risk of enforcement from your IRS rep, we brought your case to appeals in an effort to protect you. There were many communications with the Appeals Officer. Because you had many unfiled tax returns, you were not eligible to have your personal liability resolved. Please accept our sincere apologies if this was not communicated to you clearly enough. We will have a representative reach out to you within 2 business days, and would love the opportunity to resolve your personal taxes once you get caught up with your returns.
Reviewed July 25, 2017
My initial conversation included advice to stop paying my sales tax that was in arrears, yet, to move forward. However, in Fortress's attempt to moderate between myself and the State, they failed miserably and I was left with even more debt. The "tax" agent was still calling me non-stop with denial of everything Fortress offered them on my behalf. I was pep talked into signing with Fortress but then after payment and contract signed, was informed that sales tax is a little more difficult. I am very disappointed as I am in WORSE condition with the State than before I started with the State.
Thank you for voicing your concerns. My understanding is that one of our representatives reached out to you after you wrote your review and explained that the state declined our request for an installment agreement because you did not provide us with the required financial information to support a hardship request. We have agreed to reopen your case and resume working to resolve your tax issues, and my understanding is that you will be withdrawing your review. If this is not correct, I ask that you call Fortress and ask to speak with the President. Thank you.
Reviewed July 25, 2017
When I received their billing they had multiple entries for the same task. They kept asking for documents that they had already received and even billing me for their mistakes! Jeremy ** was rude and obnoxious.
I am sorry to hear that you were dissatisfied with our services, and appreciate you bringing your concerns to my attention. I reviewed your billing and found one potential duplicate billing, but it was entered as "no charge." I also noticed 11 "no charge" entries valued at $346.50. Also, we closed your case with a $880.50 balance due which we forgave. Consequently, I am struggling to understand your dissatisfaction with our billing. If Jeremy was rude and obnoxious, please accept my sincere apologies. That is not acceptable. Our staff is required to treat all clients with dignity and respect at all times. Any clients who feel they are not being treated properly are encouraged to promptly contact the President of Fortress so that corrective action can be taken. As a side note, Jeremy is no longer employed by Fortress. I did reach out to you in an effort to address your concerns, and hope to hear back from you soon.
Reviewed July 25, 2017
David and his staff were absolutely amazing. They were extremely professional and knew exactly what to do in my situation. They made my entire process run very smoothly and reduced my stress 10-fold. They complete a follow-up also, so they don't just take your money and disappear.
Reviewed July 25, 2017
We found ourselves in serious trouble with the IRS and EDD. Fortress Financial stepped in, stopped the harassment, stopped the collections until everything could be straightened out. They were able to negotiate settlement for us for only pennies on the dollar. The were unbelievably helpful in our darkest hour.
Reviewed July 25, 2017
Paid them about 20,000 dollars and a year and half later matter was still not settled. And every time I turned around they wanted more money. I had to settle the agreement with the IRS myself and still to this date almost two years later they still have not done anything with the state. If I could figure a way to get my money back I would because they did absolutely NOTHING for us.
Thank you for bringing your concerns to our attention. Your statements about fees paid and services rendered do not match up with our records. We will have a member from our customer service team reach out to you within 2 business days in an effort to address your concerns.
Updated review: Aug. 9, 2017
Immediately after my initial post I was contacted by management at Fortress Financial and they were exceptionally understanding and wanting/willing to work with me to resolve my case and the previous treatment I had received. My case was taken on by the Owner/CEO of FF personally and we have gone to work on resolving my case. I am very pleased with the response and the acknowledgment of management in regards to my case. The swiftness of action, and the eagerness to help me resolve is impressive and admirable. I am changing my rating and thanking the company publicly for their actions and, now that previous individuals are no longer with the company, can indeed recommend them to any and all person or business needing assistance.
Original Review: July 25, 2017
I approached Fortress Financial for assistance with my small business regarding some back taxes owed. I was sold on the simplicity of the service, the hands on contact, the assurance of tax abatement, and more. At first, all was good, communication was easy, and a settlement was reached with the IRS. As we progressed with our relationship I found the agents I worked with to be obtuse and combative. Each time I emailed or called I was met with some level of dismissive attitude, or a feeling of "Oh this again". At one point I began to question if they were even being honest with me regarding steps taken on my behalf. The only reason I have yet to say anything is that I am still working with them and fear some sort of repercussion or sabotage if my remarks are known. I will NOT be recommending this company to anyone in the future.
Hi Jason. Thank you for bringing this to our attention. I sincerely apologize for the way you have been treated. I can assure you that such treatment is the exception, not the rule, and the particular employee to whom you referred is no longer with Fortress. I do hope that we can restore our relationship and make the remainder of your experience with us live up to a 5-star rating.
Fortress Tax Relief Company Information
- Company Name:
- Fortress Tax Relief
- Formerly Named:
- Fortress Financial Services, Inc.
- Address:
- 1011 SW Emkay Drive, Suite 201
- City:
- Bend
- State/Province:
- OR
- Postal Code:
- 97702
- Country:
- United States
- Website:
- taxfortress.com
