Complaints

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:03/11/2025

  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.

  Ideal tax I paid them $295 to handle a tax issue for me tried calling them several times left messages for them to call me back nothing *** sent me a letter stating that I owed 5400 ideal tax told me a daybefore that they will need additional 8400 for them to take my case why would I pay 8400 for them to take my case and IRS stating I only owe them 5400 this is the reason why I deal tax told me not to talk to the *** they will handle everything so now Im out of $$295 for nothing and I would like to receive my money back. Thank you.

  

  Business Response

  Date: 03/19/2025

  We appreciate you taking the time to share your concerns with us. We sincerely apologize for any confusion or inconvenience this situation may have caused.
  After thoroughly reviewing your case and the *** letter you provided, it appears there may have been a misunderstanding regarding the details outlined in the letter. We understand how these documents can sometimes be difficult to interpret.
  At the top of the letter, youll notice it references a specific tax yearthis does not include all tax years in question but rather details a change for that particular year. When we conduct an investigation, we review all tax years the *** is questioning, along with the total amounts due for those years; according to the *** transcripts you owe $5,235.82 for tax year 2022 and $31,146.44 for tax year 2023, making your total tax debt $36,382.26.
  Since these matters can be complex, we would like to go over the details with you directly. Please reach out to us at *************************************** at your earliest convenience with your availability,  so we can review the documents together and clarify any concerns.
  We look forward to assisting you.

• Initial Complaint

  Date:02/21/2025

  Type:Order 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 hired Ideal Tax to help me with back taxes owed due to my having to live in Assisted Living since 09/2016. I couldnt do that and pay my IRS. I am *********************************************************** now $4925 per month. Finally after sending my contact person a message that I am completely dissatisfied with Ideal Tax, that it should have been settled a year ago and that I would be contacting the BBB to tell them of my disatification with the company I finally got a call from her stating that my resolution would be to pay IRS $800/mo and I tried to explain I could do that as I have other bills to pay and $150/month for medication, insurance, withholding for taxes, eye glasses, imcontinent items, clothing, car payment, car insurance, because I have no family to help me at all, 4 of my physicians are located 127 miles round trip from me and 2 of them are in psychiatric relationship I need badly for chronic depression that I dont possibly see being able to pay them that much money and why couldnt they try and get me the fresh start program as advertised. I owe them $41,000 and dont see how I could ever get that paid back. I got into trouble when I husband passed away in 2009 and when that happened I lost $2500 in household income. I lost my house in 2017 by a short sale as I could not make the payment and was having to pay for Assisted Living etc.

  

  Business Response

  Date: 03/03/2025

  Ms. ***** ********, we greatly appreciate your time and effort in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. According to your case file, there were expenses that were not proven by providing the necessary documents. We can re-run a financial analysis into your case given all documents are submitted to your case manager. Those documents are crucial in reaching a favorable outcome. Without the necessary documents, including proof of expenses, an outcome is not possible. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. If for some reason you are ever unable to connect with your direct point of contact, kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We hope to continue to hear from you, Thank you!

• Initial Complaint

  Date:02/21/2025

  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 reached out to Ideal Tax solutions to help with my back taxes in June 2023. They made it seem very urgent to make a payment plan with them and send in all my tax documents or I could go to jail for the back taxes. I did as they said. Over 6 months, I paid $5300 for them to help with my back taxes. Every month, I would reach out to them and they would say they are still working on it. It is now Feb 2025, over a year and a half later and still no resolution on my taxes. I have tried to reach out to them multiple times through email and phone with no response. I feel like I have been SCAMMED! I want a full refund!

  

  Business Response

  Date: 03/11/2025

  Mr. *****,

  We appreciate you taking the time to share your concerns with us and sincerely apologize for any inconvenience or misunderstandings that may have occurred.
  We want to clarify the timeline of events regarding your case. Throughout this process, our team has made multiple attempts to contact you via voicemails and emails to obtain the necessary documents. It took approximately three months to receive the required documents from you, and the returns you submitted were missing your signature. It took approximately three months to receive the required documents, and the returns you initially submitted were missing your signature. We received the signed returns one month later and promptly submitted them to the ****
  Following submission, the *** requested additional information, which you provided on March 5, 2025. We have since submitted this to the *** and are awaiting further updates.
  If you ever have difficulty reaching your direct point of contact, please email ******************************************* inbox is monitored consistently throughout the day to ensure timely responses. We appreciate your cooperation and look forward to assisting you further. Thank you!

• Initial Complaint

  Date:02/09/2025

  Type:Order 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 husband and I paid for services to Ideal Tax for $5000 to help us work with the *** on our past owed taxes which is around *****k. We went through 6 case managers, now unable to reach anyone. Previously they said they have been waiting on the *** for one of our old returns for one year now. The only way they ever called me back before is when I threatened not to pay our monthly fee. Now that we are paid up they have disappeared. Im getting notices, threats, certified letters from the *** now.

  

  Business Response

  Date: 03/03/2025

  Ms. ******** *****, we greatly appreciate your time and effort in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. We apologize for the drop in communication as we waited for your tax returns to be processed by the ***. A member of our team has attempted to contact you but has been unable to reach you. If you can kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We treat all complaints with the utmost seriousness and strive to resolve them whenever possible. We hope to continue to hear from you, Thank you! 

• Initial Complaint

  Date:02/06/2025

  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 paid Ideal tax $2500 to either wipe out my debt. Ill get it low enough so I can afford it. They did not do neither Istill owe $12,000 and they got it down to $170 a month which I explained to them that I didnt need them to do that I called the *** myself and made up a payment plan. I want my money back

  

  Business Response

  Date: 02/14/2025

  Mr. *********** we greatly appreciate your time and effort in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Thank you for speaking with your case manager and allowing us to continue working on your case. We assure you that we are making steady progress in your resolution. If for some reason you are ever unable to connect with your direct point of contact, kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We hope to continue to hear from you. Once again, thank you! 

• Initial Complaint

  Date:02/04/2025

  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.

  Paid Ideal Tax $5000 to help me resolve my state and federal back taxes. Company ceased working on my case and stopped responding to my calls or emails over an unsigned form related to state taxes (CA). I am now dealing with further state and federal penalties due to their violation of contract and not providing services paid for. I request my money be returned as they did not provide the service paid for, and I no longer trust them to complete it correctly or fairly.Ideal Tax Information Tax-relief firm specializing in helping both individuals and businesses with IRS issues.Address: *************************************************** Phone: **************

  

  Business Response

  Date: 02/19/2025

  Mr. ******* we greatly appreciate your time and effort in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Unfortunately, your case was placed in suspension due to no contact. Over the past few months, we made several attempts to reach you, but we were unable to make contact and obtain the necessary information for your case. We are more than willing to reevaluate your case and explore other potential solutions. If for some reason you are ever unable to connect with your direct point of contact, kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We hope to continue to hear from you, Thank you!
  

  

  Business Response

  Date: 02/19/2025

  Mr. ******* we greatly appreciate your time and effort in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Unfortunately, your case was placed in suspension due to no contact. Over the past few months, we made several attempts to reach you, but we were unable to make contact and obtain the necessary information for your case. We are more than willing to reevaluate your case and explore other potential solutions. If for some reason you are ever unable to connect with your direct point of contact, kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We hope to continue to hear from you, Thank you!
  

• Initial Complaint

  Date:01/31/2025

  Type:Sales and Advertising 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.

  **** - advertised help with *** Tax relief, offered loan assistance, after approval of loan for payment, company wont answer phone, no resolution, no service after 3 months. Corporate does not answer phones.

  

  Business Response

  Date: 02/10/2025

  Dear ****, we greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Please be aware that we treat all reviews with utmost seriousness and strive to resolve them whenever possible. After reviewing the communication on your case, it has been noted that there has been constant communication since you first signed on November 20th 2024. Your most recent communication being January 28th, 2025. It is important to note that our company has been operating for nearly 15 years, and we have always prioritized transparency and integrity in all our transactions. We are eager to continue the ongoing communication with you to explore options for resolution. Please do not hesitate to reach out to us at **************************************** if you are ever unable to reach your assigned case manager. Thank you. 

• Initial Complaint

  Date:01/30/2025

  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 paid $940 and then paid almost $750 2 and was told it can get a refund if I'm not happy with this company. I tried to call and get refunded but no one calls me back. The only time I heard from them was when they wanted me to pay something. I need to get a refund asap and they don't call me back ever.

  

  Business Response

  Date: 02/06/2025

  Mr ******, we greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible.

  
  Based on the information notated in your case file, a case manager has been attempting to reach you regarding your case since October 2nd, 2024, but unfortunately, we were unable to establish contact. After several unsuccessful attempts, you informed us on January 29th, 2025, that your contact number had changed and then requested a refund. As per the terms outlined in your signed agreement, the ***** period for a refund expired on September 23rd, 2024. Given this and based on our policies and the specifics of your transaction, we are unable to make an exception at this time. We understand that this may be disappointing, and we truly appreciate your understanding in adhering to the established terms. Should you have any further questions or require additional assistance, please dont hesitate to reach out.

  
  We are more than willing to reevaluate your case and explore other potential solutions. If for some reason you are ever unable to connect with your direct point of contact, kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We hope to continue to hear from you, Thank you!

  Customer Answer

  Date: 02/07/2025

  so they are just going to get away with taking my money and not doing anything to help me. That's great business and I'm going to post as many reports as I can on as many web sights to show how this company takes advantage of people knowing I didn't have the money and am scraping by as it is. I'm not done with this not by far.

  

  Business Response

  Date: 02/11/2025

  Mr. ******* ******, as always, we greatly appreciate you as well as your time and effort spent speaking to us regarding your case. Just as we previously mentioned in our last response, we are more than willing to reevaluate your case and explore other potential solutions. If for some reason you are ever unable to connect with your direct point of contact, kindly send us an email at customercare@idealtax with your preferred day and time for us to contact you. We hope to continue to hear from you, Thank you!

• Initial Complaint

  Date:01/27/2025

  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.

  About a year ago I entered into an agreement electronically with idea Tax . they asked for my bank information and requested $340 a month to settle my tax problems. I gave them my bank account information to withdraw the money from **********! I got sick and for months they have been withdrawing the funds from my account and i have not seen any progress from the ***. Recently I called them back as they have a Web Site and I wanted to them to be a legitimate company. However, when i got better i called the *** in ******************. they told me that they were not a legit business and i was scammed!!! The person that I talked with named ****** ***** Senior Tax Associate number was ************. Please help me to recover my funds!

  

  Business Response

  Date: 02/12/2025

  Dear Mr. *************** you for sharing your concerns with us. We apologize for any inconvenience or confusion.
  Our records show you first contacted us on April 5, 2023, to start our Phase 1 tax investigation, with payment made on May 5, 2023. The investigation was completed and presented to you on June 20, 2023, and a payment plan for ************************ services was set up on June 23, 2023. After a declined payment, a second arrangement was made for July 7, 2023, which was also unsuccessful.
  We made several attempts over the next year to contact you, finally reaching you on September 17, 2024. A new payment arrangement was agreed upon for a reduced amount, and services began on October 11, 2024. However, despite multiple follow-ups, we were unable to obtain the necessary information to proceed with your case.
  Ideal Tax has been in business for nearly 15 years, committed to transparency and integrity. To clarify the details of your case, we can provide the following documents:
  - Your signed Tax Investigation Agreement.
  - All Credit and Debit Authorization Forms, including those confirming your agreement after reviewing the investigation results and agreements after declined Phase 2 payments.
  - ****************** Agreement outlining mutual responsibilities and services provided.
  We take all client concerns seriously and are eager to find a resolution. If you cannot reach your case manager, please contact us at *****************************************************************.
  Thank you, and we look forward to assisting you.

• Initial Complaint

  Date:01/20/2025

  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 contacted Idealtax to assist in a state tax debt that I was unaware of until my wages were being garnished. I paid Idealtax $295. To place a protection order on my wages to stop garnishment on December 27, 2024. Mind you the garnishment had been in n effect for 3 months at this point. I received email stating my case was in the process of being closed and I submitted all documentation requested after they verbalized a payment of $250. But took $295. Out of my account. Since that day I can not get anyone to answer my calls or respond to a text or email. *** seriously? You just leave a guy hanging like this without so much as a 2 minute email response or a 10 second text. My wages are still being garnished with no information whatsoever. At this point my debt will have been paid in full and my time, my struggle to live off 1/4 of my wages, my hope and trust have been taken by this company who are " backed by the BBB"!? All the reviews I have read so far list the exact complaints that I am sharing here now. Why do you offer and guarantee a service that you can't provide? I want a full refund of my $295. Due to this scam that you all profit off of us hard working citizens. Nothing!.Maybe we all who have been scammed need to file a lawsuit against this company. Full refund wanted. I don't want to hear any excuses relay something factual that I can fact check because this is nothing more than a scam against honest working citizens who pay for your salaries. You can print this complaint out on a piece of paper and fold it in half. Repeat until it is small enough. Now lie down on either side your right or left. Lift the the outer leg up at a 90 degree angle and shove this complaint straight up the A__. Good day!

  

  Business Response

  Date: 02/06/2025

  Dear Mr. ***** ****, we greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that may have arisen. Based on your conversation with your Tax Associate, it was indicated to us that the *** was garnishing your wages.Because of this, the investigation into your tax issue was based on findings with the *** which indicated no balance owed at the time the investigation was conducted. We do have a contract signed by you for the total amount of $295 to be processed, which is the exact amount that we proceeded with to run the Federal tax investigation. It is important to note that our company has been operating for nearly 15 years, and we have always prioritized transparency and integrity in all our transactions. To clarify the situation and ensure full transparency, we can provide you with the following documents:

  
  1. Your signed Tax Investigation Agreement outlining the terms and conditions of our engagement.
  2. A Credit and Debit Authorization Forms, which you signed after our initial call, confirming your agreement to proceed.

  
  Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We are eager to talk with you once more to explore options for a resolution. Please do not hesitate to reach out to us at **************************************** if you are ever unable to reach your tax associate.