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Ideal Tax Solution

  908 inquiries |
Tax Negotiator

2 MacArthur Pl, Suite 300
Santa Ana, CA 92707
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(888) 224-3004

http://www.idealtax.com

Monday-Friday 8AM–5PM Saturday & Sunday Closed

Company Rating

F

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Customer Reviews

based on 3 reviews.

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Complaint Experience

50%

Complaint Resolution Index (CRI)

12 complaints closed in last 3 years.

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Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

Recent Review

Posted on 1/13/2023

Wasted time and money - BBB next

Signed contract and paid $7k upfront in fees to get started in Feb 2023. Had back taxes from 2011-2014 that I wanted help in negotiating. Had trouble with filings of returns from 2018-2020 that I needed help with getting processed and completed. All of them had credits coming back that could have been applied toward my back taxes. The only other thing I asked was that they halt the IRS during the negotiation process from freezing my asset accounts or putting a lien on my house. I was told that was standard upon filing their petition. End result - I finally called the IRS directly a few months ago. No negotiations had ever taken place. They told me I wouldn't have been eligible for any type of relief due to my income level. So I was dragged along for almost 3 years. I incurred continual penalties of interest in the interim, got no help in any relief, and then when I asked for a full payoff (due to the fact that I took matters into my own hands), they emailed me a number. I finally got frustrated, as I needed a formal payoff. They never got me one. I called the IRS directly, and I had a complete payoff in 15 minutes. It was $4k less than the dollar amount ITS gave me. So what were they going to do with that extra money? My 3 years of recent returns that could/should have provided credits against those balances were never touched and I got no help. They are still sitting out in nowhere land. I've filed all of them 3 times now. So the basic end result was that I spent $7k that I could have used toward the payoff, incurred $4k in extra interest due, got $4k off the payoff myself vs what they provided to me, and didn't get a dime credited back to me except for the 2021 return credit that I did get processed on my own. PS - the reason I needed a payoff was because the IRS filed a lien against my house (no communication from the IRS that it was happening). I would advise anyone and everyone against ever paying a penny to this place.

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Complaints and Resolutions

Total Amount in Dispute:
$55,808.00

Total Amount Settled:
$0.00

Complaint Experience

50%

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

Our complaint history for this company shows the company gave proper consideration to some complaints presented to them.

Although in some cases the company failed to respond to complaints.

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Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

12 complaints against Ideal Tax Solution closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
1 Making a partial refund
1 Agreed to make an adjustment
0 Refusing to make an adjustment
4 Refuse to adjust, relying on terms of agreement
6 Unanswered

View summaries of the complaint descriptions and responses.

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Other Information

Company Info

Ideal Tax Solution (ITS) has a long history of providing superior tax represenstation to thousands of clients across the nation. ITS is headquartered in Orange County, CA. and is licensed in and provides tax resolution services to all 50 states.

Primary Contact: Management
Business Started: 3/10/2010
Social:

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Licensing

We know of no licensing or registration requirement for companies engaged in this company's stated type of business.

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

Typically these companies advertise that they can settle tax related obligations for less than the amount owed. Many represent that they have attorneys or certified public accountants on staff that will work on your behalf to resolve these issues.

In some cases, the company will calculate what they believe will be the amount you save by utilizing their services. Generally the fee they charge will be based on the projected savings, while others charge a flat rate of several thousand dollars. Our complaint experience on many of these firms indicates that they exaggerate or misrepresent their ability and expertise in effecting settlements and often promise much more than they can deliver. They generally attribute their inability to obtain settlements on the fact that the customer provided inaccurate or incomplete information. None of the firms guarantee that anyone will be able to obtain a settlement of their tax debt.

We urge caution. Many taxpayers have been left with the original tax debt, along with additional interest and penalties.

If you have tax debt with the IRS, we suggest you first seek the advice of an IRS enrolled agent, CPA, or a tax attorney. You may also consult with the IRS to determine if you would qualify to file for an offer in compromise, or some other type of payment arrangement. To learn about the IRS’s rules for an offer in compromise, visit www.irs.gov.



Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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Additional Info

DBAs:

IdealTax
Ideal Tax

Websites:

Contacts:

Ramzey Khatib (CEO)
Alejandro (Manager)
Customer Service
Faris Khatib (CSO)

Other Categories:

Addresses: