Wall & Associates Reviews
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About Wall & Associates
Wall & Associates is a tax resolution company based in Virginia. It describes itself as an affordable tax attorney alternative that helps clients with Internal Revenue Service letters, tax penalties and IRS audits. It is a member of the National Association of Tax Professionals (NATP). It helps taxpayers nationwide.
Visit www.wallandassociates.net- Free consultation
- Payment plans available
- No money-back guarantee
- No upfront pricing
Helpful Reviews
What is Wall & Associates?
Wall & Associates describes itself as an affordable alternative to a tax attorney. Its aim is to help taxpayers get in good standing with federal, state or local tax authorities. It provides services to individuals and couples as well as small businesses, corporations and nonprofit organizations.
Wall & Associates offers a range of tax resolution services, including:
- Tax debt relief
- Tax audit representation
- Tax lien and levy assistance
It employs tax professionals, including attorneys, certified public accountants (CPAs) and enrolled agents who work with clients to develop and implement customized tax resolution plans.
How does Wall & Associates work?
The first step to working with Wall & Associates is to request a free, confidential consultation. You will need to provide your name, phone number, ZIP code, type of tax owed and amount owed. Even if it has been many years since you filed, Wall & Associates can help you get back on track with the IRS.
After a free consultation, Wall & Associates will assess your tax situation and develop a customized plan to resolve your tax problems. This may involve negotiating with the IRS on your behalf, preparing and filing back tax returns or setting up an installment agreement or other payment plan.
Wall & Associates services
Wall & Associates offers assistance with a variety of tax services, including liens, garnishment, back taxes and more. The company works with the IRS to get settlements, payment plans and offers in compromise for its clients.
Tax liens
Tax garnishment
Seizures
Unfiled tax returns
IRS penalties
How much does Wall & Associates cost?
While Wall & Associates does not publish prices on its website, it does state that there will be no hidden fees. It also says that it is an affordable alternative to tax attorneys. Additionally, clients will be able to set up flexible payment plans with the company.
All consultations are free for individuals and businesses. After you complete your consultation, you should receive a breakdown of all the costs before you are asked to commit to the services.
Wall & Associates FAQ
Does Wall & Associates offer a money-back guarantee?
Wall & Associates does not make any mention of money-back guarantees or refunds. It is important to ask about the company’s refund policy before agreeing to work together.
Is there a minimum tax debt required?
Wall & Associates does not say whether it has a minimum tax debt threshold. When inputting your information on the consultation form, you are able to put in any amount.
How long will it take for Wall & Associates to resolve my tax issue?
The answer depends on your tax situation. Some cases can be resolved quickly, while others can take several months or more. After your consultation, the company should be able to give you some idea of how long it will take.
What if I can’t afford to solve my tax issues?
Even if paying for tax assistance services seems unaffordable, it’s still important that you fix your issues with the IRS. Wall & Associates offers flexible payment plans to help you find an affordable way to resolve your IRS problems.
Still have questions?
Is Wall & Associates legit?
Yes, Wall & Associates is a legitimate tax relief company that helps clients nationwide and actively supports local charities and organizations in Virginia’s Pulaski and Montgomery counties. It says it has served thousands of clients as well as reduced unpaid tax liabilities by over $150 million.
Wall & Associates Reviews
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Reviewed July 29, 2022
Absolutely amazing service. Dave is the best. He cleaned up my previous year's taxes and set me on the best course from this year on out. Incredibly responsive, knowledgeable, and patient. Nice service good.
Reviewed July 29, 2022
Easy To Talk To And Was Able To Effectively Work With Me. Worked with Dave to find an effective way to help get my IRS problem under control. I like this service, very professional, great Experience, Thank you.
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Reviewed Nov. 2, 2020
Wall & Associates is the successor to JK Harris, a tax relief outfit that was forced to cease operations by federal and state governmental agencies. The fees charged are excessive, and the relief they promise in most cases doesn't exist.
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.
Reviewed Sept. 27, 2020
They charge $2500 to start with all these promises. And then $400 per month. The key for them is that $400 per month. They will draw the dealings with the IRS for months because it’s beneficial to them. I ended up owing between their fees and the interest almost 60% more than if I had just settled with the IRS in the beginning. I’m sure one of their “experts” will come on here and tear me down, like they do everyone else. I told them I no longer wanted their services after almost a year. The lady I worked w was nice but it’s not worth the price they charge at all. Just contact the IRS and work our a plan w them. Avoid Wall and Associates at all costs.
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.
Reviewed July 8, 2020
Wall & Associates never followed through with the contract. My first complaint, is that they never kept in touch, they never emailed me when they did anything. No communication! When they finally got all the paperwork together to send to the IRS to fight my case...I was never told that they did so, and I was never sent any copies. How I found out, after sending several emails to see how it was going, I had received copies of everything from the IRS, stating that they could not accept this because they left out the form that had our signatures. They do not call the IRS frequently for updates...as per the contract. To this day, the IRS has not assigned my case to an examiner, so I had to cut my losses and let them go. I don't know that the money that I have given them, has been well spent? I let them go after a year.
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.
Reviewed May 12, 2020
Consumer Beware!! After one year of pulling our leg and having us continuously send in documentation as well as taking 400 a month from us on top of the initial thousands of dollars in retainer fee, this company tells us that realistically it is not worth it for us to submit for a settlement. So basically after paying this company 6500.00 which we could have and should have used to pay taxes owed, we are now out that money for a company who was dishonest since the beginning. Brandi ** was absolutely awful -- she would call us back after hours and not get back to us in timely manners sometimes weeks at a time!! We had to be the ones constantly reaching out and asking for updates. On numerous occasions, we had to resubmit paperwork again and again only to be told finally that they could not do anything for us.
In December, a guy named Devon from some Client Services Group contacted us because he said he was investigating Wall & Associates and Brandi for taking so long to settle our claim and as a result we received a break from the 400 a month from February until now (or else we would be another 1200 in the hole). If we had not called them for updates, they were going to restart taking out the 400 on June 1!!!!
We did not read all of the negative reviews on the BBB and consumer affairs until after paying the initial 2500 retainer and thought they would help us but now I see we were scammed like many others!! BUYER BEWARE -- we plan to get a lawyer and fight this. They are dishonest and pull your leg until they have taken enough of your money and then don't help as we have read happen to many others. GO WITH A REAL LAWYER and/or settle on your own. These people should be ashamed of themselves taking money from already hard-working people!
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.
Reviewed Feb. 13, 2020
DO NOT USE THIS COMPANY!!!! BEWARE!!!! I have been working with this company since August 2019. It started off with a really good working relationship. The consultant I meet with assured me the $5000.00 retainer fee would be worth it and the additional $500.00 a month for the company was well worth it too. Really good salesman. I have had 3 team members in the last 6 months. The first one was named Brad. He sent me a list of what I needed to send and then turned me over to Mandy who did some awesome work. But that all ended in September when Mandy left the work and turned my account over to some human named Jennifer. This last one Jennifer R is a real loser and Jennifer's manager Cynthia ** is no better. Clearly they are there for the paycheck and nothing more. Jennifer has NOT contacted me in the 4 months she has a contract. The communication I have had is when I called the company to see what the status was.
When I received notice that the case had been review in Jan 2020 I called Jennifer and her statement to me was, "Yeah we got it but we have until the 22 of February to respond so we will just wait. You got another monthly fee paid to Wall and Associates to sit on the case." On top of that now that the case has been review, Jennifer's statement to me was "Just pay the bill you owe it". The customer service rep Mike says too bad on the money. He admits to bad service but claims they stayed into h with the IRS and that one phone call a month was worth $500.00 dollars. When I reminded him that I was the customer and not the IRS that brought silence on the phone. No refund on our bad service or ethics, just my loss.
No the company is not willing to fight the battle with the IRS as advertised. So let's review this $11,000.00:No communication.
No customer service.
No Consultant to fight for your rights.
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.
Reviewed Dec. 11, 2019
I was told my fee would be $3,700 down and a balance of $5,000 that could be paid out at $500 a month! If I had that kind of money, I would just pay the $9,500 the IRS said I owed. You're NOT helping people.
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.
Reviewed Nov. 7, 2019
This firm was charging me for over 2 yrs $400 a month promising me they were negotiating with the IRS all that time on my behalf. When I got tired of waiting to see results and demanded to see evidence of work performed they fought me tooth & nail not to provide it. When I stopped paying the monthly $400 fee that’s when they had their billing dept harass me to make my payments again. I told them I’m not paying another cent unless I see the work completed to justify taking my $10,000. They then sent me copies of all my email correspondences back and forth giving them the documentations they were requesting to build my offer in compromise. I was insulted!! They were charging me $400 a month to keep giving them my tax returns, bank statements, bills, proof of income etc. and they were buying time and delaying the process just to collect their precious $400 a mo from me! What a rip off!!!
After doing more research and calling the IRS myself, I learned they never made phone calls to them only filed power of attorney docs representing me. THAT’S IT!! What a waste of my time and money! Now I will file a lawsuit against them to get my money back. These people are corrupt and crooked! I’m sure I am not the only one they are stealing from. Consumers stay clear of this firm!!!
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.
Reviewed Sept. 18, 2019
The initial consultation was in depth and the time allocated was sufficient to cover all information. The interviewer explained the process and answered all questions to ensure complete understanding. I was given documentation showing the entire team that would be working my tax issues. I would recommend Wall & Associates to others for their tax problems.
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!
Reviewed Aug. 22, 2019
So far everyone has been helpful, as we just got started. Everyone we've talked with has been very knowledgeable and we are very happy to be one of your clients. As I said we have just got started and we will see how everything goes from here on out to our resolution.
Robert,
Thanks for reaching out and for letting us know about your experience thus far. Remember, anytime you need case assistance or have a question we are only a call away. Additionally, don't forget to utilize our customer service line should you need it.
Thanks!
Reviewed Aug. 22, 2019
Everyone at WALL and Associates have been very knowledgeable, courteous and very professional!! Initially I met with Tod ** who was very patient, intelligent and able to reduce my stress and anxiety through his exceptional knowledge of the process and the expertise of WALL and Associates. TRULY A BLESSING!!! James
Hey James,
Thanks for reaching out and letting know about your experience. We look forward to helping you put your tax matters behind you. Remember, anytime you have a case question we're here to answer it for you. We'll also be sure to keep you frequently updated with what we're doing on your behalf as well.
Thanks for choosing us!
Reviewed Aug. 15, 2019
I am currently working with Wall & Associates Inc to solve my tax dept. So far, I have been very disappointed, which has caused me much anxiety and stress. I met with a representative in April, 2019. I was very responsive to providing the information they requested. The only updates I have been initiated by me. I had to request to work with a supervisor because I honestly don’t think my representative knew what he was doing. I kept having to correct his mistakes on forms. He didn’t have answers to questions and I felt he was just smooth talking me.
I have now paid $4700 and feel I have not gotten much in return. I do have a call with the manager tomorrow to address a form that I feel should have been submitted 2 months ago. Every time I get the form for my signature the amounts change. If the manager cannot answer my questions I may have to get an attorney. Also, please note the BBB gives this company a D and list legal action against it in Virginia and Minnesota. I wish I would have done my homework before signing up with them.
Hi Kathy,
We apologize for your experience. If you would like to speak with someone who can assist you regarding your concerns on your case we encourage you to reach out to us. Our Client Services Group should be able to assist you with any questions you may have.
Thanks.
Reviewed Aug. 1, 2019
I am pleased with my experience so far. They are still working on my case but are extremely knowledgeable and friendly. They make you feel less stressed and actual do take care of your case. Just don't throw it to the side and forget about it.
Hi Bobbie,
Thanks for the vote of confidence! We completely agree - maintaining an open channel of communication with your representative is the key to success in tax representation cases!
Thanks.
Reviewed July 30, 2019
All questions answered and offer to help. After being scammed out of $260,000. I needed help with taxes. I had cashed in an annuity, that would be heavily taxes on. After doing my taxes on Turbo tax, my total was to pay over $23000.. So I have come to you for help.
Hi Laura,
We look forward to working with you and assisting you in the resolution of your tax matter.
Thanks!
Reviewed July 2, 2019
I was pleased with the professionalization of the first meeting and assessing the problem and starting to find a solution. The IRS is very aggressive in threatening people and Wall will help you through. I hope that we can get this behind us with their help.
Hey Lawrence,
Thanks for reaching out and letting us know about your initial experience in meeting with our office!
Reviewed July 2, 2019
Some documents I have provided are not getting to the proper parties in a timely manner. i.e, Items provided during my initial interview are not in the hands of my "team". Other than that, my experience with Wall Associates has been comforting. I'm a new customer and don't have much to offer at this time..
Hi James,
Thanks for reaching out and letting us know about your experience. You're right, this is a process our office is actively working to improve upon. When originals are required, members of our team conducting initial interviews mail these items to our accounting office. Our accounting office then mails them to the office where the case is assigned. We do agree - it's cumbersome -
Thanks.
Reviewed June 13, 2019
I contacted Wall and Associates to get information and help working with the IRS to work on lowering my tax debt. I was pleased with the information I received and the way my questions were answered. There was also no pressure when I informed the representative that I would have to wait 3 months before I could afford to proceed. After checking online and with another tax associate I will definitely work with this company in three months.
Hi Nina,
Thanks for reaching out and letting us know about your experience in meeting with us. We look forward to helping you put your tax matter behind you!
Thanks.
Reviewed June 11, 2019
I don't think I have had the opportunity to rate your firm due to the nature of current proceedings. Atty Dave ** and Rep Bryce have been 100+ or 5 Star level with seeking to help me and Review of my case. I think your rates are Extremely High for what I was requesting and for that I rate you at 0 stars or NEGATIVE 5 stars. I have not paid a deposit and have canceled any future meetings with your firm.
Hey Elijah,
Thanks for reaching out and letting us know about your experience in meeting with our company. Unfortunately our services are not a good fit for some and we understand that. We would also like to clarify that Wall & Associates, Inc. is an administrative tax firm - we don't handle cases requiring an attorney or cases requiring legal assistance. We do try to price our services based on the amount of work required and to be fair to all. We wish you the best and should you decide you would like our assistance in the future we are only a call away.
Thanks.
Reviewed June 10, 2019
My experience with Wall and Associates has been very good so far. I have just only begun with them and I am hoping everything with them will go good and I am looking forward to working with them and everyone that I have talked to so far has been very nice and has told me I can contact them anytime with any questions or problems that I have.
Hi Patricia,
Thanks for reaching out and letting us know about your experience thus far. We look forward to working with you!
Reviewed May 24, 2019
Quick response to my request. Friendly end easy to communicate with is a plus. Seem to be straightforward with me about my situation. So far I have to say a good experience. The people I spoke with to date are confident as well as professional.
Hi Stacey,
Thanks for reaching out and letting us know about your experience thus far. We want you to know that we're here to make your experience with our office as easy as possible if you ever have any questions or concerns please don't hesitate to contact us!
Reviewed May 23, 2019
I just started my experience with this organization. So far, they have been very communicative, organized, and accessible in the event of an inquiry. At times I have felt slightly overwhelmed by the written communications and forms requiring my signature, etc. But I suppose that is the nature of the business.
Hi Kairgadam,
Thanks for reaching out and letting us know about your experience. We completely agree, it is a LOT to take in at the very beginning.
We want you to understand that we are here to make this experience as quick and efficient as possible. If you need us to give you an update on what we need or if you just have any questions please reach out to us.
Reviewed May 22, 2019
ACA Tax consult - Very Professional. Honest and upfront in answering all questions. Spent the time making sure I understood all the parameters of my situation. The appointment was on time. Look forward to possible working with them to solve my problem quickly.
Thanks for reaching out and letting us know about your initial experience in meeting with us.
Reviewed May 22, 2019
Our experience thus far with Wall and Associates, including our initial consult meeting with Mr. ** has been very enlightening, informational, polite and somewhat compassionate while handling and trying to resolve our situation. We expect this issue to be resolved in a timely manner and to our satisfaction.
Thanks for taking the time to reach out and let us know about your experience thus far!
Reviewed May 17, 2019
I went in for a consultation and felt like Wall and Associates will be who I use when I am ready to go forward with my case. Rich was very informative and I felt confident after speaking with him. Will update later after working with them.
Hey Patrick,
Thanks for reaching out and letting us know about your initial experience. We look forward to helping you.
Reviewed May 15, 2019
The customer service has been outstanding. The team members that I have had the pleasure of talking with is very nice and respectful. The first in person meeting we had went really well. The member was really knowledgeable. We left the meeting feeling good about our situation.
Hey Michael,
Thanks for letting us know about your positive experience!
Reviewed May 10, 2019
Great experience. Mr ** was amazing. Very helpful, informative and knowledgeable. Feel a great sense of relief knowing my tax issues are in such good hands. Look forward to getting tax issues resolved and working with such a competent professional.
Hi Brenda,
Thanks for reaching out to us and letting us know about your experience. We look forward to helping you put your tax matters behind you!
Thanks.
Reviewed April 26, 2019
I was very pleased with the local representative. I did not go forward due to a change in my circumstances that kept me from being able to afford Wall & Assoc. I was initially a little put off by calling a local number & being connected with an individual from Virginia.
Hi Julann,
Thanks for reaching out and letting us know about your experience in contacting our office. We appreciate you having met with us. If we can be of any assistance in the future please don't hesitate to reach back out.
Thanks!
Reviewed April 24, 2019
It take about 2 year but we went from 30k and settle for just 100 still save me a lot of money. Highly highly recommended. Just ask for Mandy. She will work with you. It just need some time. You will save a ton of moneys.
Hey Wen,
Thanks for taking the time to reach out to us and for letting us know about your positive experience. If we can be of any further assistance please don't hesitate to reach out to Mandy or by giving us a call.
Thanks!
Reviewed April 24, 2019
So far so good. Prompt return phone calls and friendly informative staff. I’m just beginning my journey with Wall. I will let you know when we are finishing up. Not sure how long this will take but hope it’s not long and drawn out.
Hey Katie,
We sincerely appreciate you reaching out and letting us know about your experience thus far. We want to make sure that we are providing you the service you expect. Feel free to contact us with any questions you may have, at any point, in your case by calling us or through the office number you were provided.
Thanks!
Reviewed April 16, 2019
I have had two experiences using the services of Wall & Associates for assistance and support in dealing with the IRS. My first tax situation was for settling back taxes which had accumulated due to business issues, and which related to unfiled tax returns for several years. The IRS had calculated the total owed as over $90,000 with penalties and interest. I had tried to access assistance from another firm for help in settling the matter prior to finding Wall & Associates. I made no progress with that other firm after paying them a significant flat fee up front.
Rather unnerved, exasperated and fearful of the unknown ahead, I began searching for another option and found Wall & Associates. They initiated action right away on my behalf. Jessica ** of Wall & Associates was assigned to my case and she worked very diligently for close to two years - then finally reached an agreeable compromise with the IRS on my behalf. I was very glad that Wall & Associates had worked with me on a flat fee up front basis, as my total fee from them may have been much higher if they had been charging me on an hourly basis. Jessica ** got the disputed amount settled with the IRS as an “Offer in Compromise” for approximately $17,000. It probably could have been settled for much less, except that I had accumulated a balance in a 401k by then, and because of this the IRS refused to go any lower on the settlement amount.
I feel that Jessica ** of Wall & Associates did a great job in getting me all the way through the “Offer in Compromise”! She knows the system, she knows the paperwork, she knows how to handle IRS personnel, and she knew how best to handle me when I was at a time of great distress. Jessica is quite easy to work with, being friendly and personable. I had good confidence in Jessica throughout the process that things would turn out ok, and they did.
Since the time of my “Offer in Compromise” settlement I have been successfully and timely doing my own tax returns using Turbo Tax software. At completion of my tax return each year, Turbo Tax software always offers the option of obtaining a “Tax Audit Defense” Certificate for a small fee (less than $100). This is essentially the purchase of their support offering and their assistance in case of a tax audit. I have always opted in – just for extra security as something of an “insurance” policy, as I am still jittery about the IRS. I did this even though I never really knew what services Tax Audit Defense would provide for me in the event of a tax audit. Then my second tax situation occurred. I was notified around Thanksgiving 2018 that my 2016 tax return had been pulled for an audit by the IRS.
The first thing I did was contact Tax Audit Defense (the Turbo Tax program) and alert them of the tax audit. They “sprung” into action immediately, asked for a copy of my IRS notice letter, and then essentially proceeded to tell me I had no choice but to do everything and provide everything exactly as the IRS had asked for it – some help that was! To add insult to injury, they pressured me via email frequently to demand, and seemingly add threats to my life that I must hurry up and get information submitted or I would suffer penalties from them!!! I felt like I got absolutely no help at all from Tax Audit Defense and received no value add in exchange for the monies I had paid them over the past 10 years.
I was very frustrated and felt very let down by Tax Audit Defense. The very next thing I did was call Jessica ** of Wall & Associates, told her my situation, and asked her if she would “rescue” me again. She once again took me and my tax audit case on, for a very fair and reasonable fee. She immediately took REAL action, contacted the IRS on my behalf and skillfully began guiding me along a success path of developing an appropriate document package, that as it would turn out, got me through the upcoming tax audit with my pain and distress quite minimized.
Jessica told me that my tax audit had been a “random” audit, and that my return had not been selected because of an observed deficiency in the return itself. With Jessica’s great support, I was basically able to carry on my normal life through the audit process. My experience with Wall & Associates is one of confidence and success! As you can probably guess, I would recommend Wall & Associates, and I will use them again, should the need arise. Best wishes in your own tax endeavors, Doug
Hey Doug,
Thanks for taking time out of your day to let us know about your positive experience in working with our office. While we always hope our clients never need our help multiple times, we are only a call away should you need us.
Thanks!
Reviewed April 5, 2019
I met with Bryan ** at my request to discuss the possibility of employing Wall and Associates to help me resolve a potential foreign bank account issue. Mr. ** was on time and had already reached out to members of his organization to prepare for the meeting. He fully explained the Wall and Associates approach and pricing structure and gave me some good advice about my situation and potential approaches. I was extremely satisfied with the meeting and expect to engage the company to represent me going forward to help resolve my problem.
Hey Ronnie,
Thanks for the review. We look forward to working with you toward a successful and expeditious resolution to your case.
If I can be of any further assistance please don't hesitate to respond back.
Thanks!
Reviewed April 5, 2019
Burnie was absolutely wonderful, kind, and informative. He was helpful and made us feel at ease. I would definitely recommend him to others. I don't understand why I am expected to write anymore. Burnie was wonderful and I am very happy we met with him.
Hey Dyanne,
Thanks for the kind words. We'll let Burney know you enjoyed your conference with him.
Thanks!
Reviewed March 29, 2019
Met with Mr. ** who was very informative and knowledgeable. He was honest when explaining what his company could and could not do for us and very straightforward when answering any questions and concerns. Although we did not end up hiring them, we would certainly recommend meeting with them to see if they could be of service for your issue.
Hey Colleen,
Thanks for the positive words and for having considered us for your tax needs. You could have met with anymore, but you chose to put your trust in us and that alone means a great deal to us. If you do need our assistance in the future we are only a call away.
Thanks!
Reviewed March 27, 2019
My husband and I just received our initial consultation and we were quite impressed. The Wall representative was very courteous and knowledgeable, we are satisfied that our IRS problems will be in capable hands. For the first time, we are hopeful that a good resolution can be found in the near future.
Hey Karen,
Thanks for reaching out to us and letting us know about your initial experience. As we work through addressing your tax matter please be sure to let us know of any questions you have.
We look forward to helping you put this matter behind you.
Thanks.
Reviewed March 26, 2019
Since we are in the beginning stages, I have been happy so far! Not much has transpired as of yet, but we seem to be on the right track. Communication has been good. I feel like we are given ample time to provide information/documentation.
Hey Deanna,
Thanks for letting us know about your experience so far. Feel free to give our office a call should you have any questions or concerns. We look forward to helping you resolve your case!
Thanks.
Reviewed March 20, 2019
So far I've met with a representative to discuss my tax problem. I signed up for your service. I have a phone conference scheduled for March 22nd to farther discuss my case. That's the extent of my experience so far.
Hi James,
Thanks for taking the time to let us know of your experience to date. We look forward to working with you and addressing your tax matter. If you ever have any questions or concerns feel free to contact us at the phone number you were provided.
Thanks.
Reviewed March 19, 2019
I started with Wall and Associates in December 2016, however they did not start on my case until the initial $2,000.00 was met (5-30-17). I was told by their representative that typically it takes 6 about months give or take to resolve. I supplied all documentation asked by them them in a timely manner (1.5 weeks tops). I constantly requested updates and what correspondence was there between W&A and the IRS. Their reply was simply that they were waiting to hear from the IRS.
In May of 2018 I tragically lost my brother and was aware that I would inherit some money which would cover my tax dept. Upon learning of the inheritance I immediately contacted W&A. Their response was that it could a issue. Meanwhile still not receiving updates I called the IRS (against W&A recommendation on the onset of our contract) to find out what my status was. The IRS informed me my taxes had never been filed. Without making lengthier than is now, my initial tax bill was approx. $13,000.00. It is now $18.000.00 and had paid W&A $8,425.00 to the end November 2018. The money I had paid them would have reduced my IRS considerably. I spoke with an attorney and will be filing complaints with the AG of Virginia (which they are already investigating along with Minnesota) and the AG of Pennsylvania, F.T.C. and consumer agencies as well as two Philadelphia news channels.
Hi Glenn,
Thanks for reaching out to us. If you want to speak with a member of our office directly we encourage you to call us at (800) 989 - 5911. In reviewing your account it looks like we frequently had contact with you regarding your case with our office. We frequently spoke with you via phone and our office would send correspondence via mail as necessary.
Thanks.
Reviewed March 17, 2019
It's been 4 years and $14,000.00 and they have done nothing for me except take money from a single mother. They botched up submitting documents that I provided to the State so I had to work out my own agreement with them. And after all this time and money I have to end up working with the IRS by myself to try and figure this out. I could have done this 4 years ago and put the money toward the tax debt. They should be ashamed of themselves.
Hi Janet,
Our office considers all our clients to be an integral member of their team. We want our clients to be successful in having their tax matters resolved and we want them to be happy with the services we are providing. Our office has tried repeatedly to reach out to you to speak with you about your case. We have sent letters, we have sent emails, and we have called, but communication with you has not been consistent. We even worked with you on payments to our office so your case could become active and we could continue work on it. We anticipated after this exchange that future communication would improve, but it has not.
Our office desperately wants to help you put your tax matter behind you. Please free to reach out to us so that we can work on a long-term solution that will address your needs and allow us to reach you when needed. Note that before our office will agree to continue representing you we will need to be assured of your commitment to communicating with us in a timely manner.
Thanks.
Reviewed March 14, 2019
Greg is a very personable person. He is pleasant to work with and very knowledgeable in what he does. He made me aware of options I did not know of, and gave me great direction on what I agreed to be the best approach to move forward with my situation. I definitely will be using your services very shortly if that is necessary. I would definitely recommend you to anyone.
Hi Michael,
Thanks for taking the time to let us know of your experience. In the event you do need us we are here to help!
Thanks.
Wall & Associates Company Information
- Company Name:
- Wall & Associates
- Company Type:
- Private
- Year Founded:
- 1992
- Address:
- 601 Pennsylvania Ave. NW South Building, Suite 900
- City:
- Washington
- State/Province:
- DC
- Postal Code:
- 20004
- Country:
- United States
- Website:
- www.wallandassociates.net