Complaints

This profile includes complaints for TaxAudit's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  TaxAudit

  600 Coolidge Dr Folsom, CA 95630-3155

  
• 

  TaxAudit

  7803 Madison Ave Ste B370 Citrus Heights, CA 95610

  
• 

  TaxAudit

  PO Box 1627 Brush Prairie, WA 98606-1627

• 

  TaxAudit

  3740 S Susan St Ste 100 Santa Ana, CA 92704-7962

• 

  TaxAudit

  12013 NE 99th St Ste 1680 Vancouver, WA 98682-2324

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:06/30/2025

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  This business stated a 100% guarantee on their services and as of right now they are performing no services for me whatsoever they actually have me performing my own services. I asked to speak with the manager and was told she will call me whenever she feels like it. I have a business to run and it does not professional for me to interrupt a customer because I'm accepting a phone call that I have to accept because the tax audit company doesn't know professionalism and calls whenever they have time. Also I filed my taxes by connecting my bank to the tax program digitally that digitally deducted everything for me and has all my information stored in the digital program unfortunately tax audit has none of that information they pretty much don't even know who you are and they will have you running around trying to collect all the documents printing off papers signing papers sending it back to them I guess because they don't do any footwork and they pretty much don't even do anything everything is digitally stored in their database and they still act like they don't have it and they need you to do numerous different tasks when in reality it's because they don't know what they're doing

  

  Business Response

  Date: 07/02/2025

  We are sorry to hear that our services did not meet your expectations. We note that you purchased tax preparation software to prepare your tax return; with that product, our audit defense representation services are included in a bundle package. You requested we close your case and asked for a refund for the purchase of the product; as such, we have already informed you that you would need to contact the seller of the tax software for any potential refund, as the product was not purchased directly from us but from a separate company.  
  
  Next, we address the issue of what services we provide and what records we have access to in regard to defending a tax return. Please note that every taxpayer is required to file a tax return based on the income, expenses, deductions, and credits that they believe they are eligible to claim. Those tax returns can be filed by paper or electronically in a digital format, self-prepared or prepared by tax professionals. No matter how they are completed, the *** and every state that requires an income tax return to be filed can audit or question items as reported on the tax return; that does not necessarily mean the returns are wrong. What it does mean is that taxpayers, when asked, must provide the necessary records to support the items on their tax return as filed. We note that you purchased the tax preparation software and prepared your tax return digitally. That means the tax return was stored on the software provider's platform digitally; TaxAudit was not provided with a copy at the time you filed. Later, you gave the software provider the authorization to share that file with us for review after you reported the ***************************** notice, but all we received was a digital copy of the tax return (not any documentation to support the information in the tax return).
  
  A review of your tax return and the notice you reported to ** (which appears to be a second notice from the state) indicates the notice is a proposed adjustment regarding the Earned Income Tax Credit (***) you claimed on your tax return. The state has adjusted the *** credit from your return; it means that you must provide the state with documentation to verify your eligibility to claim the credit. The proof of eligibility can be verification of the earned income, such as a W-2 for wages, or proof of the income (possibly a Form 1099-*** or bank records) and expenses (credit card receipts, invoices,and store receipts) claimed on Schedule C from your business. Specifically,when the income is reported on a Schedule C, bank records are often necessary to provide proof of income for businesses that may be considered cash businesses. Also, the child noted on the tax return as a qualifying dependent for *** purposes can be questioned, and documents like birth certificates or custody agreements may be necessary. Either way, these are records that we do not have and would require you to provide them to us so we could represent you before the taxing authority. And any Power of Attorney forms that we may require you to sign would only give us authorization to work with the taxing authority, not any other third parties, such as your bank.  
  
  We further note that you spoke with one of our representatives today, who explained to you that the *** and states have the authority to question any tax return filed, and it does not mean that it is wrong. What it means is that you must supply the requested information. Since you have requested that your case with us be closed, we have honored your request, and the file is closed. As you also indicated in the phone call with our representative, you can contact the state on your own to determine what you need to do. We note that you still have time to respond based on the date of the notice, or you can pay the small $381.73. balance due, if you do not want to contact them, as the amount owed would be correct based on the removal of the *** noted on your tax return.
  
  A membership with our organization does not require you to use our services, nor does the fact that you cant trust a company that says they have a guarantee anymore warrant justification for your request for a $20,000 out-of-court settlement or compensation for your time in providing your records to defend the tax return that you prepared. Therefore, we must reject your desired settlement request. TaxAudit has been providing excellent audit defense representation for over 30 years, and we look forward to continuing to do so for many years to come.  

  ~TaxAudit Team

  Customer Answer

  Date: 07/03/2025

  I am rejecting this response because: they state they have a satisfaction guarantee and I am not satisfied whatsoever. 
  

  

  Business Response

  Date: 07/07/2025

  We note that in your original statement regarding your complaint, you stated. This business stated a 100% guarantee on their services and as of right now they are performing no services for me whatsoever
  
  Regarding *********** being Performed on Your Behalf
  As stated in our last response to your complaint, you informed us that you wanted to cancel our services and be compensated for what you paid for our services. As such, we honored your request regarding canceling the service and advised you that any potential refund would have to come from the tax software provider whose product you purchased. Because you canceled our services, your case was closed, and we have taken no further action regarding the notice you received.
  
  Regarding the Guarantee
  We note that the 100% guarantee you are referring to is not on our website, but rather the site from which you purchased the tax preparation software. Their guarantee refers to the accuracy of your tax return, and as such, any dissatisfaction you have with that must be addressed with them. We must reiterate that the membership you received for Audit Defense was part of a bundled package sold by a separate entity. You must contact them directly to have them assess whether you are entitled to any refund or reimbursement due to your lack of satisfaction.
  
  TaxAudit does have a satisfaction guarantee for ***** Defense Membership when purchased directly from us. That guarantee allows the purchaser to cancel the membership within 30 days of purchase. As previously noted, you did not purchase your membership from TaxAudit but received it as a benefit of a bundled package from a third-party software organization. As you have been informed, if you wish to submit a claim under that guarantee, you must contact the service provider who sold you the product.
  
  For the above stated reasons we stand by our original response and continue to deny your request for a $20,000 settlement and compensation for your time.

  ~TaxAudit Team

  Customer Answer

  Date: 07/08/2025

  I am rejecting this response because: they did not perform any services for me they did not even contact the ***************************** to find out exactly why I am in this situation they just pulled a straw from a hat and guessed at what my situation could have been they wanted me to provide all kinds of documents before they even knew what was going on. They requested a bank statement with my social security number my Ein my address my name and my business name all on the same document which is impossible to get from your bank. It is a big cat and mouse game so they try to make you feel like they're working on your behalf but they are not. I went through numerous different people that were assigned to my case and not one of them called the ***************************** LOL! My case just kept getting tossed from expert to expert. They say they will only send you one kind of power of attorney and that is just a represent you so that means you have to run around and get all these impossible documents and send it to them they know that they are never going to really represent you because those documents are impossible to get. They went as far as to say my daughter's last name is different than mine so they believe the ***************************** might have flagged my return but the funny thing is is I have had custody of my daughter for 7 years and claims her every single year. They were literally just guessing! They didn't even know what time zone I was in LOL the manager stated she would call me at Pacific time that is so incredibly rude to make me do the math and figure out what Pacific time would be in Eastern Standard Time just so I could accept the phone call that she didn't even want to schedule. 

  
  

• Initial Complaint

  Date:11/06/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Re-purchase tax support for TurboTax is tax audit. We ended up receiving notification that Texas with we had actually already refund. They were assist us with clearing up. The situation has been turned around and said we are an able to talk to the *** and for us to call.

  

  Business Response

  Date: 11/13/2024

  Thank you for submitting your concern. The case we have with you is from the state of ******* and not the ***. A thorough review of your case has been completed and we have further information to share with you. Your representative has been trying to contact you to discuss the case. They have sent you a message in our secure portal and left you a voicemail message. We look forward to speaking with you again and hope to resolve the issue. 

  Customer Answer

  Date: 11/22/2024

  I am rejecting this response because: We have not been contacted or any messages left from the company at this time.
  

  

  Business Response

  Date: 11/26/2024

  Thank you again for reaching out with your concerns. Our records do indicate that we attempted to contact you previously and messages were sent via voicemail to a cell phone and also written messages from our secure portal. We note that one of our representatives has again reached out and contacted you via cell phone and your home phone. After reaching you on your home phone, our representative has provided you with additional information and explained the actions you can take going forward. Our representative provided you with a phone number to call if you have any further questions regarding this case. Thanks again.

  ~TaxAudit Team

• Initial Complaint

  Date:03/28/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My contract with this company was initiated by Turbo tax when I ordered the their plan. The *** sent me a notice which I know is in error. The taxaudit rep told me that I was covered. They sent me an e-mail with a link. About an hour later my advisor told me to complete the form and send her the notice from the *** so that she can get started. The website required a password, which I never got from them, and an account number, which I also didn't get. Several attempts to contact them have yielded no return call. One rep from Turbo tax told me that I wouldn't be covered for 2019 unless I bought the service now and paid again. This was in contradiction to what I was told yesterday by another TT rep. I don't have a lot of confidence in this company to handle this matter. Their website and management is very poorly organized. It's been 3 days since I contacted them and I still haven't completed the application or downloaded the necessary documents.

  

  Business Response

  Date: 04/03/2024

  We are sorry to hear you were having difficulty navigating our site. Our records show that you first contacted us on March 25, 2024. We note that you have spoken with several individuals from our company on March 26, 28, and April 2, 2024. A review of your file indicates that as a benefit of the product you purchased from a third-party software provider to prepare your taxes, a membership to our services was provided for the years you purchased. While our service provides audit defense for a covered tax year, your software provider did not automatically provide any of your tax files to us. Thus, we had to request you authorize your software provider to supply us with a copy of your return. A review of your records indicates you have been able to access our website and provide that authorization. As a result, we have a copy of your tax return. However, you have not sent us a copy of the several IRS notices you indicated you have received and responded to over the last few months. We require the notice so that we can compare the notice to your tax return, and then discuss it with you to determine whether the items can be defended or if the notice is correct.  
   
  It is our understanding, based on your conversation with our representative, that you have been working with a lawyer to resolve this matter. On March 29, 2024, you left a voicemail for that representative stating that your deadline to respond to the latest IRS notice ends in early April. Due to the deadline, you have decided to protect your rights by filing with the Tax Court. While our services are available to you as a benefit of the product you purchased, you are not obligated to work with us. In fact, it would appear you chose to work with someone else to resolve the matter, and thus, we had not previously started working on your case. Our records further show that you spoke with our representative on April 2, 2024. It is our mutual understanding that no further action is required by TaxAudit and we have closed this case as you have decided to pursue your matter directly with the Tax Court due to there not being sufficient time for us to review the matter. 
  

  ~TaxAudit Team

  
  

• Initial Complaint

  Date:02/20/2024

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I don't know why this company is contacting me. I got upsold something from taxaudit.com via TurboTax. I did not want the product and have rejected the license agreement and said No when asked by TurboTax if they could share my information. Yet here they are contacting me. I already have a BBB complaint against TurboTax for this practice and a dispute filed with my credit card. Yet even with all this, I still get generic messages asking me to use the product and refusing a refund even though I flatly denied the license agreement and don't want it. I want a refund plain and simple. And I want to never hear from either of these companies again once this situation is resolved.

  

  Business Response

  Date: 02/21/2024

  We are sorry to hear that you are not happy with the selection of the optional MAX ****** product you purchased directly from TurboTax. Previously, we responded to the emails you sent to our customer service department regarding the issue. As you were informed, you selected a bundled product in TurboTax; that option includes a 1-Year Audit Defense Membership and Tax Identity Restoration. TurboTax chose to offer these items together in a bundle called the ************************ ****** or TurboTax MAX ******. The bundles are nonrefundable. To request more information regarding the ************************ ****** or TurboTax MAX ******, you will need to contact TurboTax for assistance. We apologize for the inconvenience. For more detailed information, log into TurboTax at www.turbotax.com.
  
  ~TaxAudit Team

  Customer Answer

  Date: 02/21/2024

  As I have communicated with the company multiple times now, I did not intend to purchase this product and do not want it.  This was done as part of multiple attempts at predatory upsells on TurboTax that I must have missed one before **************.  This process and this policy are counter to any valid and ethical business practice.  I want a refund.  I want my data removed from your systems.  And after this is resolved I want to never hear from the company again.
  

  

  Business Response

  Date: 02/23/2024

  Please note, as we have stated before, you purchased a ****** not from us as a company directly but through a 3rd party vendor. While the ****** you purchased does give you the benefit of audit defense, it also includes a variety of other benefits, and any refund requests need to be directed to the 3rd party, as you did not purchase audit defense directly from us.
  
  As for the information we have in our system on you, it is only your name and contact information and that you purchased the MAX ****** product. We were only provided this contact information in order to provide you with information detailing how the benefits could be accessed in the case of an audit. We do not have any additional information related to your actual tax filing; we only know that you purchased the tax software, and it included the MAX ******. However, if you wish, we can remove even that information from our system and cancel the benefits you were provided with the purchase.Additionally, we will not contact you any further, as you requested. 

  ~TaxAudit Team

  Customer Answer

  Date: 02/26/2024

   
  Better Business Bureau:
  
  I am not at all with how TaxAudit has chosen to communicate as their message has been inconsistent.  However, I have resolved this issue through TurboTax so the complaint against TaxAudit is no longer relevant.

  Thank you.

  
  

• Initial Complaint

  Date:11/28/2023

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I wish I had not gotten tax audit protection. I wasted valuable time and had fines and interest from the **** I waited for an appointment and then all they told me to do was refile my tax. I did so, and received a message that I would get 27K back on next years tax. I assumed that the *** would send me a revised tax bill. They kept telling me not to speak to the ***, which I should have done. They said it would void my protection. I finally called them and had to get more time to pay my tax bill. I hired a CPA who revised my tax return correctly. Turbo tax is fine for a simple tax return, but this protection is absolutely worthless.

  

  Business Response

  Date: 11/29/2023

  We are sorry that our service did not meet your expectations. We appreciate you taking the time to share your concerns regarding your case with us and discussing these concerns with the representative who phoned you today.
  
  As we discussed with you, TaxAudit provides audit protection services. TaxAudit does not engage in any tax preparation on original or amended tax returns. As such, our representatives are required to recommend that you file an amended tax return when necessary. An amended tax return can be processed using the online software or by seeking the assistance of a Tax Professional.
  
  Our representative discussed with you that our records indicate that in early June 2023, the *** sent you a CP14 notice; it is not related to an audit but rather the remaining tax balance due according to the tax return you filed. The tax professional assigned to your case discussed the return with you, and you indicated you made an error when preparing your original tax return and that you did not make any payments to the *** for the tax liability as the tax return indicated was due. The tax professional, thus,properly informed you that you could set up a payment plan and then file the required amended tax return. Setting up the payment plan would avoid any further collection procedures while the *** corrected your tax records based on your amended tax return.
  
  In mid-November, you contacted us again and provided additional notices from the *** indicating you still owed taxes for the same tax year. When the representative assigned to your case discussed the new notice with you, he was informed by you at that time that you amended your tax return, and it indicated you would get back $27K next year. However, you were unable to provide any such document for our review.
  
  In your posted statement and the phone call today, you indicated that you had chosen to have a *** prepare an amended tax return for you. Since the *** has filed your amended tax return, the *** should correct your account accordingly and issue you a revised bill. You further indicated that the *** has helped you to set up a payment plan based on the amended return. As this was not an audit, your amended tax return has been filed, and you have a payment plan in place; there is no further action needed at this time by TaxAudit.
  
  You were also informed today that if you are audited in the future, please reach out to us, as your membership with us has not been voided;we would be more than happy to assist you.
  
  
  ~TaxAudit Team

• Initial Complaint

  Date:02/04/2023

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I have been Audited for 2018, 2019, & 2020 for my state. For the 2018 & 2019 Audit I was assigned a worker to handle everything. From the beginning of the Audit, I was not impressed with the timeliness of the correspondence. Once things progressed and they submitted everything, I received a response from the state that they were not accepting all of the things I had submitted and that I owed far more money than I had thought. I reached back out to the Auditor and to make a long story short, she did not respond, we missed the deadline and I was out all of that money. Even the supervisor apologized for the lack of follow up, but I was still screwed. I am sure they did not send all that they were supposed to like this... Then I get audited again and once again I reach out. The Taxaudit person contacted me and I sent the power of attorney to them. She spoke to me three hours after I was supposed to have the court date with the state to let me know she had done nothing yet and I had to inform her of the date even though on the letter...so my date was missed...looks great on me...and was highlighted in the future letter from the state. I submitted all that was asked of me and then they submitted to the state. I then get a letter back from the state that they were not accepting a LARGE amount of our deductions. I decided to investigate only to find out that over 40 pages of receipts/paperwork I sent to them, was NOT sent to the state. I was also told 5-6 times that they do not handle any appeals at this point.....even though everything Turbotax says they do. This is NEGLIGENCE and incompetence once again. I spoke with the supervisor and even she was appalled at the mishandling of this. I am currently waiting to hear back but have also contacted an attorney as they have not come close to doing what they are supposed to do. How does an accountant overlook or mishandle that much paperwork. This is absolute negligence and for it to happen twice, shows quite a bit.

  

  Business Response

  Date: 02/10/2023

  We are sorry to hear that our service has not met your expectations. 

  Regarding the 2020 case file, our company is currently working with you and the state, and if an appeal is necessary, we are ready to assist you. 

  
  As to the 2018 & 2019 combined audit, prior to submitting your documents, we prepared the best- and worst-case scenarios for the tax assessment (not including penalties and interest) based on the documents you provided. The 2018 tax assessment,while more than our best-case estimate, was less than the worst-case. In the 2019 tax year, the assessment was less than our best-case estimate. The combined tax assessment (not including penalties and interest) was slightly higher than we estimated for 2019 alone. Our records indicate that we shared those best and worst-case analyses with you before responding to the state. Our records indicate that you conceded to the assessment, having sent payment to the state before the appeals deadline. After reading our closing instructions provided by your representative, you changed your mind a few days later and just days before the deadline to file the appeal. There is no doubt it is stressful being audited back-to-back. However, for the 2018 and 2019 audits,our review indicates that we did provide the services requested, and there was no negligence in handling your audit. As noted, we continue to represent you on the 2020 audit as the state has not made any final determinations. Please get in touch with your representative and immediately provide us with a copy of the next notice. Remember, your state will not send us a copy even though you have authorized us to represent you. 

  
  ~TaxAudit Team

  Customer Answer

  Date: 02/14/2023

  I am rejecting this response because: Although the response is partially accurate.. it is not the full story and let me paint the picture of what happened, so that when I use the term negligence, It is an accurate assessment.. meaning. 1. Yes...they are continuing to work on the 2020 audit that they clearly neglected and I had to follow up with and investigate to find their errors and the documents they received but did not send. Was told by their "Tax Professional" that anything moving forward as an appeal, they would not handle, although that was corrected by resource manager. 2. For the 2018, 2019, under the advice of their "tax professional" I did pay the fines to close out the audit. After this was done, I was then told that I would also have to pay the **** which should have been shared before by the "tax professional."  I should have looked everything over and not just trusted their "tax professionals". I just assumed and trusted that Intuit/Turbo Tax who specializes in ********************, would handle this as you would expect an accountant and financial institution to do. That is definitely not the case for any of the three years of audits.    Regardless of the time frame in which I got back to them in for appeal with the 2018/2019, I responded and sent documents to them on 5/10/22, I did not hear ANYTHING from them until 9/2/22 and that was from the resource manager trying to close out the case.  I had reached out several times after 5/10/22 on 5/17/22 & 6/2/22 as well and ZERO RESPONSE OR ACTION for almost 4 months, so obviously any sort of deadline had long since passed. As I have looked more into the 2018, 2019 filings, there were documents left out of 2018 that I clearly sent. I am still looking into 2019 and comparing.  For 2018 & 2019 I did send many documents in before any "final Deadline" and received no response or action, costing me thousands of dollars. I appreciate that the resource manager was honest enough to own the many mistakes, even via email, and has been kind and forthcoming.  Also the person who responds to the BBB and other organizations that handle reviews and situations has been very nice and kind. I truly do appreciate that they are looking into all of this but the reality is that I have been audited and it has been handled by two different "tax professionals."  Both of them have been 100% negligent in handling my audit and I imagine that I am not the only person out there. It has cost me money and more importantly lots of my time to follow up with this and help them do their job.  
  

  

  Business Response

  Date: 02/16/2023

  We are sorry to hear that you continue to be dissatisfied after speaking with our representatives regarding your 2020 ongoing audit and your closed audits for 2018 and 2019. Our records indicate we are waiting on the state report to determine the next course of action for 2020. Regarding the 2018 and 2019 audits; on May 4, 2022, our records show that you and your representative discussed the preliminary assessment notice. At that point, you were going to wait to hear from your representative regarding the possibility of appealing. However, on May 8, 2022, you sent a message to your representative indicating you had submitted the full payment to the state just to get it over. This was not on the instruction of your representative. Thus, we would like to respectfully refer you to the Preliminary Assessment Appeal Rights included with the notice which indicated the following statement: If you do not wish to appeal this preliminary assessment, your payment should be attached and forwarded by mail to the address shown on the assessment. Once you chose to submit the full payment to the state, your payment would be viewed as your concession to any appeals rights.  

  Customer Answer

  Date: 02/20/2023

  I am rejecting this response because:Things are not completed and they continue to not take ownership.  You said "Once you chose to submit the full payment to the state, your payment would be viewed as your concession to any appeals rights. " Again, In speaking with the "Tax Professional" her advice was to consider this.  Yes I did submit full payment under the advice of the "tax professional" because she did not convey everything to me.  If it is true that it was "concession to any appeals rights," Then why was I asked to submit other documents after this fact and told that they would do the appeal? Where is the communication that their would be no appeal?  Also, if that was the case, then why was their ZERO communication about this lie/change?  Does this also change the fact that I was not asked for certain documents that would have made a difference from the beginning? I thought tax professionals would see those things and ask for them if they were diligent.  I get that you want to justify this as that is what big companies try to do, but the facts are the facts and you all did not handle this professionally or with integrity. In these responses, I don't see any ownership but reasons and rationale.  There is a humility that comes in ownership but I am not seeing that.  

  
  

• Initial Complaint

  Date:12/15/2022

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I purchased audit defense when filing my 2020 taxes on February 27, 2021. I received notice from the *** that I was being audited in October 2021. I was connected with an agent to represent my case. Through the course of the year I provided all the documents that she requested on more than one occasion, through two different software systems. On October 6, 2022 she informed me that she would provide the official response back to the *** to clear the account no later than the end of the following day. I never received this from the agent. I attempted to follow up by booking appointments with her for the following dates, where she did not show up for the appointment, or send me a message. Oct 21, Oct 27, Oct 28. On Oct 31 I called and was told by a representative she would call me back, she didn't: ID#********** I attempted to book additional meetings with her for the following dates where she again did not show up or send a message: Nov 9 A 10am, Nov 9 @2pm, Nov 17.I then called on the following dates, and was told that it was being escalated and that I would be contacted back - I have not been. Nov ***********************************# ********** Dec 14 - Case# ********** My account is still in collections with the ***

  

  Business Response

  Date: 12/16/2022

  We are sorry to hear of your experience, however, we must inform you that TaxAudit does not offer any Audit Defense products for CRA tax year 2020. Thus, we would recommend that you review your records for the product you purchased, as it must be offered by different provider. 

  ~TaxAudit Team

• Initial Complaint

  Date:10/29/2022

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Since purchasing this service to provide audit defense they've done nothing but increase my tax debt and provided zero of there promises with terrible excuses. They claim the documentation that they asked for I provided wasn't actually good enough, even though they were the ones asking for it. The refused to present in court, even though they're service offers it. They refused to do anything but occasionally reply to my emails in a round about way that did nothing but increase my tax debt and then closed my case without warning or help. I am worse off with there service then had I never purchased their "protection". Its a complete scam and they will do nothing to help should you be faced with an audit. Any consuming purchasing from them is throwing their money away.

  

  Business Response

  Date: 11/03/2022

  We are sorry to hear that our service did not meet your expectations. We pride ourselves on our service and availability to our members. Taxing agencies can and do request various levels of verification for income and deductions reported on a filed tax return. These requests for documentation are part of the agencys responsibility to ensure tax compliance. Each taxpayer is responsible for retaining and submitting (if requested) the proper verification to support items reported on their tax return. We work with our members to respond to the appropriate taxing agency with documentation per the agencys requirements. Our representatives explain every issue and what each taxing agency requires as substantiation. Without the proper documentation from the taxpayers records to support the deductions claimed, the agencies will adjust and disallow the items previously allowed.

  
  As part of our services, we utilize phone contact and messaging via our secure portal to facilitate communication with our members and maintain the contact history (including notification of case closures). A review of your case indicates that the taxing agency did review the limited documentation you could provide and did not accept them as proof of the deductions claimed. As such, they increased your tax debt accordingly. A tax court filing is considered to lack merit when a taxpayers records fail to provide the required details to support items claimed. A case lacking merit can result in significant penalties for the tax professional bringing suit. Thus, you were advised to continue on your own if you wished to do so. 

  
  We have provided hundreds of thousands of successful responses in our 30 years in business. We appreciate all our members and look forward to providing excellent customer service and audit representation in the years to come. Our records indicate that you purchased a product directly from a software provider that bundled our services into several benefits of their package. As such, we cannot tender a refund to you for the services provided by our company. Information has been sent to you on contacting the software provider regarding the product you purchased.

  
  ~TaxAudit Team

  Customer Answer

  Date: 11/03/2022

  I am rejecting this response because: limited documentation? It was literally everything you asked for. Your company is a joke, you dont provide the service you promise and then you blame the user for doing exactly what you asked for. This is a terrible business that only exists to steal money from the user. 
  

  

  Business Response

  Date: 11/14/2022

  We understand that you are not satisfied with the ***s decision not to accept your documentation.However, we did provide the services per our membership agreement with you. We submitted the documentation you provided to the *** for their review, after explaining to you exactly what is needed. You have stated, and I quote, Its not up to the ***. If its a business trip, its tax deductible . However,the determination of whether you have substantiated that the expense is business related is up to the ***. They have the authority to accept or reject a taxpayers documentation.

  
  In addressing the statement, we made about the limited documentation you provided for the year under audit; you claimed items connected to what you called Freelancework. The *** requested records to support the car & truck expenses,business travel, and other expenses reported on your return. By your own admission, many of the expenses you claimed were related to your work as an employee, not the Schedule C business. Therefore these expenses are not deductible, and you incorrectly claimed them on your tax return. To prove the claim, the *** requested a mileage log for car & truck expenses. We explained the log must contain all of the following:
  

  1. Date of business travel
  2. The complete address of where the business trip started and ended should be included. (***************************, and Zip Code).
  3. The total miles traveled for each business-related trip.
  4. If meeting clients, the details should include the name of whom you met with on the business travel and/or the purpose of the travel. (Business purpose defines the nature of the expense and how it relates to actual business conducted).
  
  You were asked to provide the above information; you indicated that you did not know that specific clients had to be listed with the mileage log, it seems intentionally difficult. Additionally, you indicated, I can pay the tax since it seems like theyve intentionally made it more trouble then its worth, even with all the necessary documents they requested, they can still say thats not good enough.Unfortunately these documents are required under the Internal Revenue Code for the above items to be deductible.

  
  As stated, we cannot tender a refund, as you did not purchase our services from us directly;you must contact the software provider. We have confirmed that the information on how to reach the software provider was sent directly to the email address you provided to our company.

  ~TaxAudit Team

  Customer Answer

  Date: 11/14/2022

  I am rejecting this response because:most of what you said are out right lies too bold be misinformation. I said no such thing that they were related to me being an employee and I gave them the spreadsheet you asked for with all the information you asked. The first time you asked me to remove most of the information because it wouldnt fit on one page which I thought was nonesense. I then resubmitted it with all the information when asked. 
  

  You failed to represent me in court for some nonsense reason. You did nothing to correct my audit and its obvious youre on the irs side, not my own. Youre a complete scam and as I pointed out will blame the customer when you havent held up your end of the bargain.  

  
  

  

  Business Response

  Date: 11/16/2022

  Once again, we are sorry that our services did not meet your expectations. We notified you before the Tax Court Petition due date expired that we would not file a petition on your behalf since we did not believe your case had the merit to go to court. We provided instructions on filing a petition on your own if you wanted to pursue that option. As a courtesy, we offered to submit an Audit Reconsideration to the *** on your behalf. Since the *** deemed your previous documents insufficient, new information was required from you. However, you failed to provide any new information as requested. Instead, you have requested a refund for services provided because you are unhappy with the results. 

  ~TaxAudit Team

• Initial Complaint

  Date:09/13/2022

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I purchased audit defense through turbo tax. I received an audit letter at the end of February. Called and was given a tax professional to represent me. I sent in every thing the *** was requesting to prove I was allowed to claim the credits I claimed. 90 days plus went by with little to no communication from the lady after she submitted everything to the ***. Upon me requesting an update, she informs me that the *** never received the information she sent. She had to send it all over again. About a month later I receive a notice from the *** saying I owe **** when I'm supposed to get back *****. I email and call this representative several times, to which she does not reply. I then reach out to the supervisor, who also brushes me off for about a week or 2. Finally get transferred to the supervisor one day and she realizes and admitted they dropped the ball and apologized profusely. Well, it's September not. The *** is still saying they haven't reviewed my response. Now we have to appeal the tax court. Which will take several more months. I paid for this service. I've used turbo tax as a paying customer for over 10 years, but I never will be again after this experience.

  

  Business Response

  Date: 10/03/2022

  Thank you for your feedback.  We do understand your frustration and we are working with the agencies to get your case resolved.  A review was completed of your case, and we see that your representative has notified you that a Tax Court petition has been filed and we are waiting for their answer and for an Appeals Officer to be assigned. This process does take time and we do not have any control over how fast they will act.  Your representative will stay in contact with you during this process and has reached out to you to notify them if you have any questions.  We do appreciate you as a member and hope to continue with your membership in the future.

  Customer Answer

  Date: 10/03/2022

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to my concern, and find that this resolution is satisfactory to me, only because there are literally no other options.  Had they done their job correctly in the beginning,  it would never have gone this far,  to have to appeal.  But because the tax attorney that I was assigned failed to follow up with the irs for over 90 days from her original response, my case has been severely overlooked.  They dropped the ball several times.  After using turbo tax for over 10 years,  I will never use them again after this.  
  

• Initial Complaint

  Date:08/15/2022

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I purchased tax audit when i filed my taxes. I received a letter saying that i owed the state of indiana money. I called Turbo tax who referred me to tax audit. I talked the representative, received a case number and uploaded everything requested of me. When i didn't hear back after 5 days, i called tax audit again as I was told I would receive a call in ********************************************************************************************************************* and did not seem to know what she was talking about, requesting that I send prove of my military employment, which was already on my tax forms. I was told to have turbo tax send a .tax file. I called turbo tax who told me that they are not allowed to release that file and tax audit should know that. I have told tax audit this several times and they keep insisting on receiving that file. It is now two months later. I have called and file complaints and requested a refund back and all i receive is sporadic messages telling me they are working hard on my case but not resolution on the issue. Meanwhile, i am accumulating interest from the state for not paying my bill. this is poor service on tax audit's part.

  

  Business Response

  Date: 08/22/2022

  Thank you for providing us with this feedback on your experience. We are sorry to hear that it has not met your expectations thus far. We apologize for the delayed response times in your case and any confusion regarding obtaining tax files. For self-prepared tax returns with your consent,we generally receive those files to aid audit representation. In your case, you did not have a self-prepared return, and we could not obtain the file. A review of your file indicates you recently spoke with one of our managers. In your case, an amended tax return was recommended, and our audit defense does not include amending tax returns. We want to inform you that your membership is valid as long as the tax agencies can request an audit. Thus, in the future,please do not hesitate to contact us if you receive any audit notices for the year in question.
  
  ~TaxAudit Team

  Customer Answer

  Date: 08/23/2022

  I am rejecting this response because:

  communication was poor and not timely.  I am fine with needing to have an amended tax return, my complaint is that it took over two months to receive that information when i am being charged interest for late payments to the state.  This is a poor business model and I won't recommend anyone use your service again.