Public Mediation

Marla Smith vs. Direct Tax Relief

Direct Tax Relief promised to act professionally, yet they were the most UNPROFESSIONAL COMPANY I have ever come across!

M. S. vs. Direct Tax Relief
13245 Riverside Dr Ste 505, Sherman Oaks, California, 91423-5630, United States
Amount Involved: $3,000.00
    • Status: In Negotiation
      This claim has posted for public comment and negotiation. It will remain posted until resolved to the claimant's satisfaction. Suggest a resolution to help these parties reach a settlement.
       (seeking public comment)
    • Claimant Seeks: View.
    • Claim #: 1269149
    • Amount Involved: 3,000.00
    • Filed On: Sep 09, 2016
    • Posted On: Sep 20, 2016
    • Complaint(s):
      • Bad business practices
      • Problem with a service
      • "I just feel ripped off."
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Statement of Claim
Complaints Involved (3) - View
Claimant says:
"We hired Direct Tax Relief in Sept. 2015 after we got a letter from the IRS telling us that we owed back taxes. Of course, we were upset and concerned since we had never had any trouble with the IRS before. In their Serive Agreement, Direct Tax Relief promises that, "We will represent you vigorously and professionally at all times." They did neither of these things. They left numerous phone calls and emails unanswered. DTR did not keep us informed about things that affected our relationship with them and the IRS. When a member of their team that we had given Power of Attorney left their employ, we found out THREE weeks later from the IRS! Also, they never even checked over our returns or checked the math that the IRS did. Their excuse was that we had not hired them to look over the returns, although in their contract they say that they do Transcript Investigation! In addition, they asked for certain forms and documents to be filled out and returned to them by Oct. 2015. I did this. In December (TWO MONTHS LATER), they contacted me and asked me to send the documents and forms because "they had never received them" UNPROFESSIONAL! When we finally fired them in April 2016 and hired someone else, our matter was settled almost immediately. She found a mistake that the IRS had made which ended up with us owing less money. I understand that when you are dealing with the government that things don't necessarily clear up quickly, but I feel that my phone calls should have been returned, my emails should have been responded to, DTR should know where the documents that I sent them are, I should have been informed of their personnel changes that affected my situation and last, but certainly NOT LEAST, they should have at least looked at my tax return form the year in question."
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Claimant timeline (13) - Hide
  • 09-15-2015 — signed service agreement
  • 09-29-2015 — request from DTR for many personal documents, as well as personal questionnaire to be returned by Oct.2
  • 10-09-2015 — All documents and questionnaire were sent to DTR
  • 12-09-2015 — I received a phone call from Celeste at DTR asking me to send the documents and questionnaire that I had sent TWO MONTHS AGO>
  • 01-19-2016 — The IRS sent us a letter stating that Maurice Rosalier of DTR was no longer representing us as of DEC 28 and the Power of Attorney was being revoked. In 3 weeks, DTR had not bothered to notify us of this information. HIGHLY UNPROFESSIONAL!
  • 02-08-2016 — I called DTR and left a message for Erin Prado (she was the person that most of our dealings were with asking the status of our problem. I never received a response.
  • 02-10-2015 — I received an email from Erin Prado asking questions about our 2015 return, but not addressing any of our questions or concerns with out 2013 return
  • 02-27-2015 — I sent another email asking Erin Prado for information on our 2013 return, but the only response that I got was an Out of Office reply
  • 03-15-2016 — I, once again, sent an email requesting info on the status of our 2013 return. Erin responded gy telling me that they would send an income and expense breakdown to us and asking more questions about our 2015 return, not the return in question, 2013. It was at this point that my husband and I decided that the utter lack of professionalism and total disregard for our welfare despite the promises made in their contract were not something that we were willing to deal with anymore.
  • 03-17-2016 — I let Erin know that we were going to have an accountant do our 2015 taxes on Tues., March 22. Erin then emailed me that DTR wanted to do a conference call on March 22, which I had already told her was not a date that I was available. When I reminded her that I was going to the accountant on that date, her response was, "On the same date?"
  • 04-07-2016 — I informed DTR that we were revoking the Power of Attorney and asked for a refund of our $3,000.
  • 04-14-2016 — Our accountant filed an ammended 2013 return which brought our taxes owed down to $7781. She sent the IRS a letter telling them of a mistake she had found that the IRS had made. The IRS accepted this amount.
  • 09-09-2016 — I am filing this complaint because I want our money back since I feel that Direct Tax Relief did absolutely NOTHING for us in the over 6 months that they were employed by us. If they had done anything to help us, I would only ask for a partial refund.
What Claimant Wants Hide
1. Refund: Full Refund Sep 24, 2016 $3,000.00
2. Other – Copy claim to regulators Sep 24, 2016 $14.99
3. Other – Pay for claim posting cost Sep 24, 2016 $7.99
4. Other – Physical delivery charges Sep 24, 2016 $4.99
Cash total : $3,027.97
  • 0
Do you agree with the claimant’s demands?  (If you are a party to this claim, click here.)

Respondent's Counteroffer

There has been no response to this claim from Direct Tax Relief. This claim will remain posted until resolved
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  • Contributed Solution: by Jilly Johnson On 10-01-2016
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    Direct Tax Relief needs to make a refund here. More...
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