Wall & Associates Reviews

Thanks for reaching out to our office. Our office has no relation to JK Harris, nor are we a successor in any way to them. Our office was incorporated in 1998 and has continued operations through the present day. JK Harris dissolved in 2012. Our company has served thousands of clients and interacted with many more individuals. We stand behind the work we perform for our clients. If you are a client of our office and have questions or concerns regarding your case, we encourage you to contact us at (800) 989-5911.

Thanks for reaching out and letting us know about your experience in working with our office. We take all client concerns very seriously.

In reviewing your case, you came with an underreporting issue on a specific tax year. It is essential to understand that when the IRS assesses additional tax on an income tax return, they will retroactively assess all applicable penalties and interest through the original tax return due date. The reason your balance increased so quickly in such a short amount of time is because of this.

As you are aware, our office, in April of this year, submitted a doubt-as-to-liability offer to the IRS, which would have addressed the deficiency plus penalties and interest had it been accepted. You ended services with our office one month after this was submitted, preventing us from seeing the case through its completion.

Additionally, you hired us for representation services in October of 2019 and ceased service in May of 2020. So you were a client of our office for only seven months or around half a year.

If you have any further questions, concerns, or want to speak with someone about your case, please reach out to us at (800) 989-5911.

Thanks for reaching out to our office and letting us know about your experience. We have reviewed your case. The work our office does is not a precise science, and we make no guarantees regarding the results we can achieve for a client. When our office inadvertently makes a mistake on a case or a client has concerns, we do our best to make it right. Our office gave you three free months of work to compensate you for any perceived case errors or to address your concerns. Given this, we feel we were more than fair to you.

Our office shows roughly 30+ instances of us communicating with you either via email or mail. This does include the times when we spoke with you via phone. From our standpoint, we worked to provide you updates regarding your case when you requested them. Finally, it does appear that during the course of our work for you that your case was placed into a non-collectible status with the IRS. This prevented them from aggressively pursuing you for the taxes they claim you owe. Continuing to contact IRS collections when your account isn't in a collections status is just a waste of time. Ultimately, in June, you requested to end services with us, and we complied with that request.

In the event we can be of further assistance, we encourage you to reach out to our office at (800) 989-5911.

Thanks for reaching out and for letting us know about your experience in working with our company. Wall & Associates, Inc. is an administrative tax representation firm. As you state, we do not handle tax matters requiring legal assistance. Every client must sign our Administrative Tax Controversy Agreement, which clearly outlines this fact.

Our office kept requesting updated information to confirm the accuracy of the financial statement our office was working on with you. As you state, in February of 2020, our office agreed to waive fees ordinarily due and payable to our office. This consideration was granted to you, as detailed in our February 4 letter, as a customer service gesture to address concerns you had with the services our office was providing. We also offered you an opportunity to have your case switched to someone else. You opted to keep the same caseworker.

Unfortunately, upon review of the financial statement, it did appear there would be challenges in submitting an offer for your case, and we explained those challenges to you. We offered you alternatives to submitting an offer during this call.

As of May 12, 2020, you have requested to cease services with our company. Per this request, members of our Client Services Group will be reaching out to you. In the event you want to speak with someone before them reviewing your case and contacting you, we encourage you to reach out to us at (800) 989-5911.

Thanks for reaching out. Our office strives to provide excellent representation service to every client who hires us. You hired us to review the accuracy of an assessment that was being made against you. Our office is able to aggressively pursue arguments to assessments when there is something to argue. If the assessment is accurate then it would be pointless to argue. Despite our ability to argue on your behalf we cannot change the tax code. Although rare, sometimes the best option could be full payment if you have the means, it won't cause a hardship, and you don't feel like going through a resolution process with the IRS.

We follow up with our clients as necessary to progress their case toward an ultimate resolution. You called us and we provided you updates. Had you not called us, we would have called you. The initiating party makes no difference - you received updates regarding the status of your case.

As is explained to every client the monthly fee is intended to prevent issues that arise with line-item billing. Work in some months is much less or much more than others, but you will have a consistent charge. With line-item billing you will receive fluctuating charges and in some months you will be billed a lot and in others not much. You fail to acknowledge that in August and September 2019 large amounts of work occurred and admittedly in later months less work occurred.

You fail to acknowledge that we agreed to reduce the $500 agreed monthly fee to $400 as a customer services gesture. Would a company trying to take advantage of individuals be willing to work with them on their payments post contract signature? We surmise few companies would.

The honest truth is that we worked to provide you fair and honest tax representation services, but we do regret that those services didn't meet your needs. If we can be of any further assistance regarding your case or the actions on it please do not hesitate to reach back out to us.

Thanks for reaching out. We try to quote our clients a fair fee for the work required on a case. Sometimes it makes financial sense to hire our company and sometimes it does not. Regardless, we are always upfront about our fees so clients can make that decision for themselves.

We do sincerely hope that you are able to find a representative who is able to meet your needs and appreciate you having met with us.

Thanks.

Hi Colon,

On reviewing your case we were actually buying you time to begin timely filing and paying your taxes on time. No doubt one of our caseworker's explained to you the importance of current tax compliance when addressing arrears owed to a taxing authority?

Simply put we didn't submit an offer or other resolution for you because it would have been pointless if you had generated further tax liabilities. The new balances would just default anything we arranged and would have been a further waste of your time and resources.

If we can be of any further assistance you can reach out to you office at (800) 989-5911.

Hey Darryl,

We appreciate you reaching out and letting us know about your experience in meeting with our office. We look forward to helping you put your tax matter behind you.

Thanks!