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:05/28/2024

  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.

  Company was supposed to send off my tax returns including state returns 2020 - 2022. two months ago when I signed them. IRS still does not have them. All they have is the **** I am doing my own taxes and sending them in so they canbe done. I have phoned, texted emailed everyone in the company and still have not received any responses. I need to complete my taxes as IRS is giving me until *****- to get them in. I would like to get a partial or full refund as Ideal tax has not done a complete job of anything including keeping me informed other than IRS is still reviewing.. How can they review something they don't have?

  

  Business Response

  Date: 06/14/2024

   Dear *******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. According to our records, we have received your taxes for 2021-2022 via e-file and your 2020 taxes were mailed. We understand that the *** will not have a record of the returns until they are processed, but we can assure you that they have been sent. Additionally, our records show that your Case Manager has called you four times since your last conversation in April, but has not received a response. We hope you have been receiving our calls and urge you to contact us as soon as possible. Thank you.

  Customer Answer

  Date: 06/18/2024

  
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
  
  Regards,
  
  *****************************
  
   
  

• Initial Complaint

  Date:05/28/2024

  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.

  Ideal Tax preyed upon me claiming they could help with my tax problem then promptly stole $6,295 from me and wasted hours of my time.

  

  Business Response

  Date: 06/06/2024

  Dear *****. We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Based on our records, it appears that you recently signed up with us. As previously explained, we have established processes to ensure excellent customer service, and typically, we don't follow up with clients five days after sign-up. That said, we would love to continue working with you and would appreciate the opportunity to improve your experience. We've been trying to reach you without success. Please call us back at your earliest convenience. Thank you!

• Initial Complaint

  Date:05/23/2024

  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've paid over $2000, to settle a *** problem. I haven't been given any progress on my case only demands for more money. The *** does not seem to have been getting any payments or communication from them.

  

  Business Response

  Date: 05/30/2024

  Dear *******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Based on our records, it appears you have been kept well-informed about the status of your case. Your Case Manager contacted you on April 17 to provide an update. Additionally, on April 22, we noticed a payment decline and reached out to ensure everything was in order. Since then, we haven't heard back from you. Please get in touch with us so we can resume work and achieve the results you need. We look forward to hearing from you. Thank you.

  Customer Answer

  Date: 06/13/2024

  Here is a series of text messages I have sent to Ideal text from me to Ideal Tax with no answers just more demands .

  
  

  I did call left my phone no. Recorder comes on says: We are Sorry their is no one available to take you call. I have left many calls, same recorder comes on.

  
  

  Also, I get no calls from Ideal Tax, only messages and emails with same approach "money" I have no problem paying would you ideal tax respond to my calls and give results on what I have paid for. I will pay but you Ideal Tax staff don't answer my phone calls

  
  

  I appreciated the phone call I received, phone disconnected, waited for u to call back, didn't happen so here I am agin texting. Like I said I do want to pay, but you still give me the same no answers, this has being on going while I was stay paying. All I hear is "Money" with no answers what has Ideal Tax done regarding my case what has being presented on my behave. So we can move forward and you get the remainder payment. 

  
  

  *******, Ideal Tax. Your IRS case will be SUSPENDED IN 5 DAYS. Please call at ************ to make a payment.

   

  Her is some documention on being blocked and threatened. When I call my calls not answered, although I did get text from an ************. 
  ---------- Forwarded message ---------
  From: ********************************* <*****************************************>
  Date: Tue, May 21, 2024, 10:19 AM
  Subject: Your Case Is Scheduled For Suspension
  To: <*********************>
  
  
  Dear *****************************,
  
  According to our records your account is still past due. As a result your case is currently SUSPENDED AND AT RISK FOR WAGE GARNISHMENTS, BANK LEVIES AND PROPERTY SEIZURES Please call our office right away to make a payment.
  
  Suspension for non-payment of our services leads to an interruption of your tax resolution file with us and may affect the outcome of your case. You are a valuable customer of our firm and we wish to continue to serve you diligently.  However, if we do not hear from you within 15 days from the date of this letter, the ***** of ******** currently in place will be revoked and you will no longer be protected. 
  
  Give us a call immediately to resolve this matter in order to continue working on your case.
  
  Respectfully, 
  
  *********************************
  
  Billing Specialist Team Lead
  
  Phone: **************
  
  Fax: **************
  
  Website: www.idealtax.com
  
  Email: *******************************************
  
   

  

  Business Response

  Date: 07/09/2024

  Hi *******, this is Ideal Tax. I hope you are doing well. 

  
  We reviewed your case. We prepared your tax returns and sent them to you to sign, you sent them back to us which were sent to the **** There were multiple call attempts to reach you for an update regarding your case with no response. Regarding the emails and text messages those are automated messages when you're in a billing status. You had one declined payment in the month of July. We do apologize for any inconvenience this may have caused. Please do not hesitate to contact us with any questions or concerns. 

  
  Thank you, Ideal Tax.

   

• Initial Complaint

  Date:05/14/2024

  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.

  Definite SCAM. I paid Ideal Tax $295 to help resolve the $9000 federal tax bill I owe. They suggested I sign over power of attorney and they would investigate the past 23 years of taxes, They said I would qualify for hardship. Said to expect a call 2 weeks later to go over the results of the tax investigation. I got a call from another gentleman not an attorney. Gave me general information that I could have googled myself. Wanted $1800 to extend the power of attorney and reach a payment plan with IRS because apparently I didn't qualify for a hardship even though this gentleman gave no specifics as to why. I selected the Fresh Start button on IRS website and was inundated with texts from this company.

  

  Business Response

  Date: 05/30/2024

  Dear *****, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We would like to clarify that we are not a scam. Over the past 14 years, we have successfully assisted thousands of satisfied customers across the nation. Our mission is to help as many taxpayers as possible obtain the relief they need. Our staff is thoroughly trained in all IRS tax relief programs available to taxpayers like you. The information we provide is thoroughly researched and reliable, not just found online. We do charge service fees for our work, and if clients disagree with these fees, they are free to seek help elsewhere. However, we strive to make our services accessible to everyone in need, which is why we are one of the top tax relief companies in the nation. Regarding SMS messages, you could of easily unsubscribe by replying "STOP" to the first message that you received. Lastly,  we regret that you did not choose us for the remainder of your resolution, as we are confident your case would have been well-handled by our team. We wish you the best of luck with the company you select. Thank you!

• Initial Complaint

  Date:04/18/2024

  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 put in an inquiry to them April 16, 2024. Answered their first call and was told they couldnt help me, and assumed that was the end of it. They proceeded to call me 8 more times, left 6 voicemails, and texted me several times. I texted the number back and asked them to please stop harassing me. And was texted back that i was being dramatic. I just want them to stop harassing me, and learn they cant treat people like this, especially people they are supposed to be helping.

  

  Business Response

  Date: 05/02/2024

  Dear ********, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We're deeply sorry for our employee's conduct and have implemented the required disciplinary measures. If you would like, let's try to connect and see how we can improve your experience. You are more than welcome to email *************************** at ***************************************** for a further discussion regarding your complaint. Thank you! 

• Initial Complaint

  Date:04/09/2024

  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.

  We contacted Ideal Tax Solutions in April 2021 and on 4/13/21 we did a lump sum payment of $17,000. This company has done nothing but give us the runaround for 3 years stating that they were waiting to hear from the **** The *** doesn't even have anything on file for them to be an advocate. This case has had at least 5 different case managers from the time their representative *********************** took the payment of 17k back in April 2021. They had no problem taking the money, but the delivery of the service has not been performed. The case manager has changed several times over the years and the only thing we have received was an occasional phone call to state the same thing, "We have submitted for your transcripts from the *** or we are waiting on acceptance of your returns and have not received anything from the ***". This went on for about 2 1/2 years until October 2023 when they started asking for more documents that were provided at that time. Before that, it had been months since we heard from this company because the case manager ********* who had it for a while, once again was no longer the case manager and no one bothered to inform us or continue to at least give us the same story as before. From ******* as the first case manager, to ********* to ********* and the manager ************** also has been made aware several times of our complaints and to no avail. The last response from this company was in 11/2023 in which they dared to suspend our account after we've been given excuses for over 2 1/2 years at that point. I immediately responded to an email they sent and the manager **** advised he was looking into it and would get back. I am still awaiting a response from him, 5 months later. This company knew the help that we needed to resolve our tax debt and the seriousness of it, lied, and did nothing but file 2 tax returns. 17k to file tax returns is a ripoff and they should not be allowed to treat consumers this way. This is fraud!

  

  Business Response

  Date: 04/16/2024

  Dear ******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We've been informed that you had a discussion with our Servicing Manager, *****************, and he is actively addressing your concerns. We sincerely appreciate your time and look forward to the opportunity to demonstrate our commitment to delivering exceptional service. Please don't hesitate to reach out if there's anything else we can do to assist you further. Thank you! 

• Initial Complaint

  Date:04/08/2024

  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.

  I explained that I did not have the money in my bank account to cover the fee. I ask that they clear it with me before they submit the *** so that I can verify the funds are in the account. They ran the *** the next day and the funds were withdrawn from my account creating an overdraft. As soon as I saw that my account was overdrawn. I started calling Ideal Tax to get my funds returned. The first day I left multiple messages and no one returned my call. The next day I reached someone and they transferred me to billing, but ******* in billing said he could not help me. He needed my account manager to approve the refund. It turns out my account manager was out on an emergency leave and wasnt there to approve the refund. I spoke to someone else there who said they would have to listen to the call and they would have to verify that I tried to get my funds back within 72 hours. Every attempt there was to get my funds back to no avail. And now theyre saying they have to investigate it again for the second time and theyll get back to me in 48 hours. While my bank account remains overdrawn and I am accruing fees from ***** Fargo. I just want my money back. They did the *** before I told them that I had the money available to pay the fee.

  

  Business Response

  Date: 04/23/2024

  Dear ******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. We've been notified that you received a refund on the day you submitted this complaint. We would have appreciated it if you had waited for us to process your refund before filing the complaint. If you still require assistance, please feel free to contact us. We are here to help! Thank you!

• Initial Complaint

  Date:04/03/2024

  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.

  Prior to contracting with this company, the sales associate, ********************* promised a lot. He was responsive, answered questions, and got back to me in a timely manner. I asked ********************* (sales) to provide me with a copy or my agreement, which was never sent. He has not called me back after my requesting a call or replied to any of my emails (emails attached). I finally received after roughly 5+ weeks of asking, with no reply. Contract ultimately was sent to me by ***************************** when I complained AGAIN on 03/26. She is in billing I canceled my bank card because I refuse to pay for this company and their failures (as communicated and they violated their own contractual obligations to me several times, prior to me opening my claims against them).I have had (3) account managers to date: *************************, **********************, ***************************. I have provided documents to all of them, which clearly do NOT share information with one another, starting me at *********** each time. NO movement made by any. Per ******, they follow up with their client every 2 weeks with is NOT true. I sent my 2023 return to ********* on 02/16 and did not acknowledge receipt or reply to me when 1) it was sent or 2) when I asked for an update. Weeks later, I was receiving texts asking for it (attached). Also, ***************** was also contacted via email, with no response. I have attached several exhibits and examples of this company, and how they fail to perform (even per their own contract). This is not a company that I want to do business with, and they are not trustworthy, fail to communicate, only care about money. There appears to be a potential class action lawsuit against them, in progress. Company fails to communicate in a timely manner. Company does NOT respond to emails.Company assigns a case manager, then assigns a new one, and fails to bring the new manager up to speed, resulting in starting over. Per contract, customer can cancel within 10 days. However, you dont realize that Ideal Tax is failing to perform until after you assigned your case manager weeks later. Company has an extensive track record of other clients with the same experience I have had.I asked ********************* (sales) to call me to address my concerns regarding their terrible track record, their failure to perform, etc and no call was returned. Company has failed to perform several times, based on the section of their contract below, and I have documentation of all my attempts, and their failure to communicate:NONE of this has happened whatsoever:Ideal Taxs Responsibilities:3.1 IDEAL will keep Client reasonably informed of progress in the pursuit of the Agreements objectives and will respond promptly to the Clients inquiries and communications. IDEAL agrees to update the Client regarding any and all correspondence and negotiations with taxing authorities on behalf of Client.I am not disputing the $250 which was paid as a power of attorney upfront. But since then, NO work has been done, being that I am now on case manger #4 and she is asking me for the same documents that were provided months prior. Company has a track record of doing this to many of their clients. This is bad business.

  

  Business Response

  Date: 04/29/2024

  Dear ******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Let's begin by acknowledging that a lot of has been done in your case. According to our records, communication followed our company's policy consistently. Each assigned case manager reached out to you, with ****** addressing all your concerns via email prior to your complaint. She provided details on the information we had and what was still needed. Additionally, you requested verification of compliance for 2023. Finally, ***************** attempted to call you several times, but unfortunately, you were unable to answer. We are eager to resolve this matter for you and kindly ask that you email us at *************************************** with your preferred date and time slots for a discussion. Thank you! 

• Initial Complaint

  Date:04/02/2024

  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.

  We have paid thousands of dollars to have our taxes done because we are behind n we reached out to Ideal Taxes who said they can work on our taxes since February ********************************************************************************************************** email. Since February they have not filed any taxes or further any information to the ***

  

  Business Response

  Date: 04/08/2024

  Dear, **********! We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Based on the information in our records, we are actively working on your case and are currently awaiting the submission of certain documents from your end. Your complaint seems a bit unclear to us so we kindly ask that you contact us at *************************************** with your preferred date and time slots for a discussion. We are committed to meeting your needs and resolving any issues you *** have so we will also try contacting you via phone. Thank you for your cooperation and understanding;your satisfaction is definitely our top priority.

• Initial Complaint

  Date:03/30/2024

  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.

  A representative of this company told my that I was on the verge of being audited by the *** and having my passport revoked and pressured me into paying them over $4k to amend prior year tax returns. After reviewing the information that person provided me I sought a 2nd opinion and strongly believe that I have been lied to as a scare tactic to coerce me into hiring them. I have since been contacted by a new representative for the company and when I questioned what I was previously told she forwarded me to the previous representatives voicemail. It has been over a week and he has not returned my message.

  

  Business Response

  Date: 04/29/2024

  Dear ******, We greatly appreciate your efforts in addressing your concerns with us. We sincerely apologize for any inconvenience or misunderstandings that *** have arisen. Please be aware that we treat all complaints with utmost seriousness and strive to resolve them whenever possible. Based on our records, our communication was smooth until we stopped receiving responses from you. We'd like to arrange a call to discuss how we can improve this situation for you. We are eager to resolve any issues and kindly request that you email us at *************************************** with your preferred date and time slots for the discussion. Thank you!

  Customer Answer

  Date: 04/29/2024

  The statement "we stopped receiving responses from you" is a lie. I have sent a message to the email referenced by the business to set up a time to discuss.

  

  Business Response

  Date: 05/09/2024

  ************, According to our records, we have contacted you and are actively addressing your case to reach a resolution. We appreciate your patience. Thank you.

  Customer Answer

  Date: 05/15/2024

  THIS IS NOT TRUE. Yes, they have contacted me BUT not in reference to my complaint here.