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Ideal Tax Solution complaints

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2 MacArthur Pl, Suite 300
Santa Ana, CA 92707 | Get Directions

(888) 224-3004

http://www.idealtax.com

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

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Total Amount in Dispute:
$55,808.00

Total Amount Settled:
$0.00

Complaint Experience

50%

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

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.

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

12 complaints against Ideal Tax Solution

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4/24/2024

RESPONSE: Refuse to adjust, relying on terms of agreement Amount in Dispute: $1,668.00 Amount Settled: $0.00

Customer Complaint

4/18/2024

10/26: Paid $295 for them to file a Power of Attorney to act on my behalf with the IRS. As of 04/16, IRS has no record of this and has not been received. Have paid $1,373 since January of 2024 for tax relief services. Company has failed to perform ANY of its contractual obligations to-date, starting from failure to file power of attorney! I have filed my own taxes, completed my own amended returns, etc. Finally, I called the IRS myself on 04/15 and set up my own payment plan, etc. Do NOT waste your money on tax relief services... they cannot provide what they say they're able to. Resolution Sought I want a full refund. Once I found out that they failed to even submitted the power of attorney on my behalf in October of last year, I realize that they have done absolutely nothing for me!

Company Response

4/18/2024

Hello Shara, we see here that your case manager had active communication with you. They explained all procedures every step of the way. You indicated to her that you wanted to file your own taxes and amend your own returns. We let you know that we would do it but you said you preferred to do it yourself. Also, you defaulted payment to ideal tax and despite that we still kept correspondence with you and continued to answer your questions. Also, the power of attorney is in place. If it was not, we would not have been able to obtain your transcripts and do the amendment review that we did. Stating that we have not done any work is not true. Please give us a call so that we can discuss further.

Customer Rebuttal

4/21/2024

That was my THIRD case manager which was assigned just last month. She was asking me to file my 2023 which was completed in February, which was communicated to her and the case manager prior to her. I THEN told her, in March, that I'd file my own amended returns, since it is clear nothing had been done by anyone between January and the end of March. Your team 1) never filed the power of attorney I paid for in OCTOBER, which was discovered when I spoke directly with the IRS. Nothing shows on their end. I've been making payments up until just a few weeks ago, which does not excuse the lack of communication January thru March! I have all my written communications as to your sales associate, Otto, as well as my three case managers and Luis Ceja. You do not comply with you own contract, stating you respond promptly. Again, I have all my attempted communications. I repeat, nothing had been done for months so claiming you did nothing because of my payment status, is erroneous. I repeat, that occured in March! Does not explain why nothing was done, or why everyone aside from one person in your organization, did not communicate or reply promptly, as your contract states you're responsib

Company Final Response

4/23/2024

Shara, we had active communication with you and explained every step of the way. Power of attorney was filed. If it had not been filed we would not have been able to complete the tax investigation or get the transcripts that we got to conduct your amendment review. Please give us a call at 714-751-5200 or email us at customercare@idealtax.com to discuss more.

4/12/2024

RESPONSE: Making a partial refund Amount in Dispute: $5,000.00 Amount Settled: $0.00

Customer Complaint

2/29/2024

Has not honored contract. Could not release levies, and has not satisfied their part of the contract. Resolution Sought I would like to be reimbursed for some of the monies paid to the firm.

Company Response

2/29/2024

We honored the contract and even worked her case when she had not paid us. We agreed to give her a partial refund today. She agreed to it over email.

Customer Rebuttal

4/12/2024

Yes, it's done. Resolution reached.

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