On November 9th I placed a phone call to Tax Incorporated regarding my delinquent payroll and personal taxes. I spoke with a Brian Kennedy regarding my situation and ask if they could help. He said that they could and ask for a one-time payment of $6,300.00 for their services. I made the over the phone payment and he said he would be sending a package out for information.
Several days later I received a package containing a receipt for the payment, an introduction letter, a list of instructions, power of Attorney form 2848, a tax information form 8821 and some financial information forms. Fax copies of form 2848 and 8821 were sent that day and I was instructed to sign, date and fax back so they could get going. During this time I had several questions and called them to get answers. I was told on one occasions to not pay my current payment arrangements with the IRS and they would include that debt into their program and consolidate it into one offer in compromise. I was told that my final outcome would be that I would only have to pay 8 to 10 thousand dollars and that it would be set up on a payment plan.
I was given 30 days to complete all of the financial forms and return them. After about a month had gone by since I placed a call to Brian to ask about the status. The phone conversation was interrupted six or more times by hom taking other calls and he said he would call me back after 4:00 P.M. To fill me in on my case progress. I never received a call that night. For the next several days I continued to call and was always placed on hold and nobody ever pick up the line.
On or about the 26th of January I received a call from Brian indicating he had some good news.
He told me that all of the 2002 personal tax debt was forgiven by the IRS and that because I had both personal and business tax debt that they needed an additional $4,000.00 to continue. I argued that I explained the situation when I first made my initial payment. They refused to continue until I paid the $4,000. I did so reluctantly. Several weeks later I started receiving letters from the IRS threatening to file a lien, I forwarded the letters to Tax Inc. And called to find out what I needed to do. I spoke with Amy at one point and she said she would be sending some tax information sheets I needed to fill out because they where getting ready to make an offer to the IRS to settle my case. I filled out these forms and returned them when they requested. I received a letter from the IRS stating they had received a request for collection due process for my tax leins.
In late April, I received correspondence from a local IRS agent indicating that I need to fill out some financial forms and return them in 30 days. The forms I was required to fill out were very similar to the forms I filled out for Tax Inc.By the way. This was very puzzling to me since I figured that the first forms I sent to Tax Inc were going to be supplied to the IRS. On May 31st I met with Ms Rameriz who is the IRS agent handling my case. Curiously enough, although I was told by Tax Inc. People that they had been in close contact with the IRS agent handling my case, Ms. Rameriz told me she had only recently had a call from a Julie Chung from Tax Inc and had not had a chance to return it. Ms Rameriz informed my that an offer in compromise was out of the question because I had assets and I should have been told that by my representative. She also told me that the collection due process hearing that was filed for by Tax Inc was not going to yield very much because it was only filed for the 2002 personal tax year and was not applicable for any other of the tax years or for the business payroll taxes.
She suggested that I request the withdrawal of the to save us all time and that the IRS would be happy to work out an arrangement with me to pay the tax debt.
I called Ms. Bingham at the IRS appeals office in Fresno on June 17 and explained what had transpired with Ms. Rameriz. I told her that I wanted to withdraw the collection due process. She ask who was my representative on this matter, I said Tax Inc, she said "Surprise".
*I am filing this report in hope of finding others who have been victims. Please contact me at I am hoping we can find enough of us to start a class action lawsuit. These people need to be put out of business. I am also starting a website and will be producing videos to locate other victims who are interested in legal action and to also prevent others from becoming victims.*
0 comments