Guardian Tax Relief complaints

This client signed up for our services and has been very difficult to get documents. Part of our contract is that client needs to provide financial information. We prepared all her tax returns and sent them to her. We have consistently given her our phone number and she calls our merchant instead. The operations director gave her work cell phone number and when we spoke to this client this morning, she has not been calling that number, she was calling a number not associated with us at all. We have spoken with this client and sent her financial questionnaires to her email. At least one a month since December. We have explained over and over again that she needs to provide financial information. In February, client informed us she was in the hospital with Covid. We completed and sent her the tax extension and tax returns we prepared. Her 2020 is still on extension and due this week. Client stated that she was disappointed with the service, however, she has yet to provide her financials so we can complete the case. She said she has been trying to call us (wrong number) for two weeks to ask what our address was. Our address is at the bottom of every email we send. She never once tried to email us in return to ask us what our address was to send the documents. As of this morning, client was given the address and correct phone numbers to call (even though this information has been provided numerous times). She will work on getting financial documents to us so we can close out her case. Please see documented case summary: Comment posted by Melissa Graham on [Thu Sep 16 07:02 PM 2021]: Subject: Supporting Documents Needed Message: Hello Waunidi, Below is a list of supporting documents. Please include any documents that apply to your case. Please provide the following Supporting documents 3 months bank statements 3 months pay stubs Previous year Taxes Year to Date Profit and Loss Statement (if self employed or business owner) 3 months of all income documents 3 months of all expenses Most recent mortgage statements Most recent life insurance/retirement account statement Most recent investment account statement Any other Tax Documents/income/expense statements including trust accounts A written letter explaining your hardships and the reasons why you cant pay your taxes Thank you, Melissa Graham 9/16, 9/13 Melissa Graham "left message for client" 9/15, 8/27 Melissa Graham "SW client and let her know I re-emailed FQ to her" Comment posted by Melissa Graham on [Thu Sep 16 07:02 PM 2021]: Subject: Supporting Documents Needed Message: Hello Waunidi, Below is a list of supporting documents. Please include any documents that apply to your case. Please provide the following Supporting documents 3 months bank statements 3 months pay stubs Previous year Taxes Year to Date Profit and Loss Statement (if self employed or business owner) 3 months of all income documents 3 months of all expenses Most recent mortgage statements Most recent life insurance/retirement account statement Most recent investment account statement Any other Tax Documents/income/expense statements including trust accounts A written letter explaining your hardships and the reasons why you cant pay your taxes Thank you, Melissa Graham Comment posted by Stephanie Holland on [Mon Aug 02 05:35 PM 2021]: Subject: Important: we need your Financial Questionnaire Message: Waunidi, Attached is your Financial Questionnaire. We cannot properly proceed with your tax case, or provide the protection, until we obtain this information. Please print it and complete by hand. Please provide the following Supporting documents as well 3 months bank statements 3 months pay stubs Previous year Taxes Year to Date Profit and Loss Statement (if self employed or business owner) 3 months of all income documents 3 months of all expenses Most recent mortgage statements Most recent life insurance/retirement account statement Most recent investment account statement Any other Tax Documents/income/expense statements including trust accounts A written letter explaining your hardships and the reasons why you cant pay your taxes It is extremely important for you to complete this Financial Statement as soon as possible. If you have any questions, please contact our Client Support Department at 1-866-836-0885. You can send the documents in one of the following ways Email: sholland@guardianstax.com Fax: 949-449-8646 Mail: Guardian Tax Relief, 427 E 17th St, Suite F-488, Costa Mesa, CA 92627 Thank you for your prompt attention to this matter. Yours truly, ***** This is just the last few months of communication******* I can provide more details if given more space.

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