Public Mediation

instant tax service-Dispute-#5543815

D. D. vs. Instant Tax Service
1 South Main Street, Suite 1430, Dayton, Ohio, 45402, United States
Amount Involved: $464.00
    • 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.
    • View response from: Instant Tax Service
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Statement of Claim
Complaints Involved (6) - View
Claimant says:
"I went to claim my taxes on Jan 8th or somewhere there abouts and at that time they gave me a 50 dollar loan and they filed my taxes for me. I was told that my refund was going to be 5960 dollars they didnt really give me a solid amount but told me that the 50 dollar loan i got would come out my refund money. I was told if my w's were in before the 17th that they could submit it on that day. I dropped my w's off on the 16th. Then on the 30th my check came in. I went there to pick it up and when I did realized that my check was short by 629 dollars. I asked her why it was so short and she said either it was a problem on the irs or them but she would give her supervisor my number and have them call me when the issue was resolved. A couple of days later someone called me and informed me to come pick up my state check so i said ok, but while on the phone i asked them about the issue with my missing money and he told me that they charged me four hundred dollars to do my schedule c. I told them i have been filing self employment for years and that i am never charged more to do a schedule c. The biggest point of this complaint is that at the time of filing my taxes they didnt provide me with any proof of what their fees were or what money was coming out of my check. The only thing they told me was that they would be deducting 50 dollars for my loan. They never informed me of their tax prep fees or the extra money for the schedule c. So when i went to pick up my state tax check I asked them again to inform me of where the missing money was. I made sure to talk to the same lady i did when i orginally picked up my check the one who said she would inform her manager and have him call me. I asked her why she didnt inform a couple days prior where the missing money went and she told me that she didnt realize i filed a schedule c. So then i asked her why i wasnt informed of the fees and she said that it is not their responsibility to inform me but my responsibility to ask. I told her anytime i go get my taxes done that before i walk out i am informed of what is coming out of my check for either loans, fees, etc. However, they didnt inform me. So when i spoke with her i asked her if she had a print out of all the fees that they took from me.
And she did but even after i deducted what they said i owed them the money was still short. She specifically said, " That it was my responsibility to ask them about there fees and that during training they are told that if the customer does not ask they dont reveal that information." I am very upset about this because had i known about these fees i wouldnt of prepared my taxes with them. I know how to do them myself anyhow and have been to many tax companies that inform their customers of their fees i just like getting them done somewhere to know that i can get my max refund and have a sense of security of knowing exactly what im getting and when. This is not how this company met my expectations. It is now the 6th of january and i still have had no call about the missing money or about the situation. I picked my check up on the 30th and was back there on the 3rd to get my state check. She said he would call me and still hasnt."
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Additional Communication Between Claimant and Instant Tax Service Hide
  • Feb 23, 2012, () added:

  • I FILED MY TAXES ON 65TH IN CLEVELAND OHIO ON MY TAXES PAPERS IT SAYS THE FIRMS NAME THAT PREPARED MY TAXES IS 10458002 WITH AN ADDRESS OF 2193 NORTH RIDGE RD LORAIN OH 44055 WITH A GENERATED PIN OF 06347 THE FIRMS EIN IS 26-3574317 AND PHONE IS 216-672-5810

  • Feb 23, 2012, () added:

  • THE PREPARERS NAME IS ALEX KOLB

  • Mar 14, 2012, () added:

  • Ms. Driver,

    Our records indicate that you were entitled to a federal refund of $5,914 on your federal return. This is before fees. Additionally, your refund check may have been reduced by past due obligations to the IRS, child support, or a federal or state agency before it was deposited into your temporary account with Tax Tree. Please note that if your refund was reduced in this way, Instant Tax Service would not be aware of these offsets at the time of preparation, and in some cases does not ever discover what they are. As a result, refunds often differ from what is displayed on the federal tax return.

    Based on my calculations and our records, your refund was reduced by fees of $441.00 - you were only charged $85 to do your Schedule C within that total fee amount. As you stated, your refund was also reduced by the $50 advance amount. Also, you would have been charged a $39 administrative account fee you consented to when you took out the advance so that Tax Tree could set up a temporary account for you to receive your refund checks. Your fee print-out should explain more fully what you were charged.

    While Instant Tax Service cannot verify what an individual employee may have told you, fee disclosures are generally given to our customers either in the form of a signed authorization, a verbal disclosure, or a printed fee sheet, and in most cases all three. Our fees are also usually displayed on site at the store location in a conspicuous place. Additionally, if you are ever unsure of fees it is a good idea to ask at the time of preparation. While we do not train our employees to avoid disclosures, human error does occur. In addition, your agreement to have us file your tax return, and your signature on our authorization forms, does give us authorization to file your return on your behalf and charge you reasonable fees for tax preparation services. Our rates are comparable to those charged by other major tax preparation companies for state and federal preparation.

    We regret that you feel you had a bad experience with Instant Tax Service, as we do strive to make the customer experience positive. We are always working on ways to improve our services, and we appreciate your input. As of this time, we consider this matter resolved. Please let us know if there is anything else we can do for you.

    Sincerely,

    Instant Tax Service

What Claimant Wants Hide
1. Refund: for charging me fees that i didnt even know existed because they didnt tell me Feb 21, 2012 $464.00
Just make me happy!
Claimant invites instant tax service to make a fair offer to resolve this complaint.
Cash total : $464.00
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Respondent's Counteroffer Hide
The claimant's settlement terms were rejected with the following explanation:
  • I need more information

    "Instant Tax Service needs to know which location you visited, name, street address, city and state, in order to further investigate this claim before we can provide an acceptance or rejection of what you are asking for."

  • I do not know this party or incident

    "Without additional information, we have no way to verify your identity as an Instant Tax Service customer, or what you are owed."

This claim will remain posted until resolved.

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  • Comment: by tdk — Online mediator
    • On: 02-22-2013
    View more

  • We have filed a lawsuit against Instant Tax Service in the State of Missouri. We are currently looking to talk to people who have either used their services and have had problems. We are also looking to talk to anyone who was employed or is employed by Instant Tax Service who has information about the Instant Tax Service policy and procedures. Our communication will be kept confidential. Feel free to call us at (314)522-2312 or email us at jef@fortmanlaw.com. Thank you in advance!
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