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:07/22/2025

  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 called the irs but as I was on hold one of the options was tax/gov opm so I went on the site and it scheduled me a phone appointment for July 17 at 1 pm so a man name ***** ******** helped he charged me 500 dollars but also said I have the option to cancel and get my money back now they wont call me back they dont never come to my phone and I really needed help I didnt expect to get scammed then a man name ***** called saying did I wanna continue with the portfolio I said no Im not comfortable I just want my refund now no answer

  

  Business Response

  Date: 07/23/2025

  Since the filing of this complaint, Mrs. ******* request to cancel services and receive a refund has been processed. As her cancellation fell within the applicable policy window, her full retainer payment is being refunded. The refund is expected to process within 35 business days and may take additional time to reflect depending on her bank. We hope this resolution addresses her concerns and she may consider this matter resolved.

• Initial Complaint

  Date:07/17/2025

  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.

  The company misrepresented themselves as one that can resolve issues. I was told that a settlement agreement was made but it wasn't. This company doesn't make any effort that you cannot make for yourself. They promise 100% money back guarantee and I expect that refund as we move forward.

  

  Business Response

  Date: 07/23/2025

  Mrs. ******** has recently been in contact with one of our department supervisors, who began a review of her case to determine what additional support could be provided regarding her tax liability. As communicated via email, once that review was complete, our **************************** would follow up with her directly.
  

  That review has since been finalized, and our QA representative attempted to reach Mrs. ******** on July 22, 2025, to go over the findings and work toward a resolution. A voicemail was left requesting a callback at her earliest convenience.
  To ensure flexibility, she may also schedule a time that best fits her availability using the following link: *****************************************************************************
  

  We remain committed to working with Mrs. ******** and hope to connect soon to bring this matter to a positive resolution.

• Initial Complaint

  Date:07/16/2025

  Type:Sales and Advertising 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 called July 11, 2025 to help settle tax bill. I gave them $500 to proceed with a settlement. I called several times to find out if they had started. No return calls or emails. I think I will get a lawyer to help me. Im a senior citizen and cant pay Tax Rise funds or my tax debt. I need a refund.

  

  Business Response

  Date: 07/22/2025

  We appreciate Mr. Klungseth for bringing this to our attention. One of our representatives will be following up with him this week to finalize his request. We appreciate his patience and look forward to speaking with him soon.

• Initial Complaint

  Date:07/16/2025

  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.

  We do not feel everything was done on our behalf to get the best resolution. We were initially informed we were not going to have to pay back and we qualified for a program.

  

  Business Response

  Date: 07/21/2025

  We appreciate Mrs. ******* bringing this matter to our attention and giving us the opportunity to follow up. She recently informed our ********************** that she would like to speak with a supervisor regarding the outcome of her case. A member of our leadership team will be reaching out to her this week to review her resolution in detail and ensure all questions are fully addressed.
  

• Initial Complaint

  Date:07/15/2025

  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.

  April 2024- entered into a contract with TaxRise so they cud represent me in negotiating with the ******************* of California.Paid them the fee of $2,775.00 by monthly installments. Last payment was Jan 2025.I have been given no information about the case aside from saying that my case was being reviewed by their tax consultants. After which they say they will forward to ***. Been calling them since Jan 2025 for any development but to no avail. I am on mental disability since 2010 and Im sufffering from anxiety and regret that I have dealt with this company. No details nothing has been given to me.

  

  Business Response

  Date: 07/21/2025

  We appreciate Mr. ********** bringing this matter to our attention and giving us the opportunity to follow up. We understand his eagerness to resolve this matter and move forward.
  

  Our tax professionals are actively working to secure the best possible resolution on his behalf. His case manager, *****, has made several outreach attempts throughout July to provide a detailed update and walk him through the next steps, but we have not yet been successful in connecting. We encourage Mr. ********** to reach out to his case manager directly at his earliest convenience so we can ensure hes fully informed on the progress of his case and what to expect moving forward.

  
  

• Initial Complaint

  Date:07/10/2025

  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 am writing to formally express my dissatisfaction and concerns regarding my recent experience with Taxrise I believe my experience may highlight broader issues with the company's practices that should be addressed.From the outset of our interaction, I was subjected to high-pressure sales tactics and what I perceive as misleading sales techniques. Your website prominently features an eagle emblem, which can understandably give the impression of a government affiliation, causing potential confusion among customers, including myself. This representation could falsely lead one to believe they are receiving official government assistance rather than engaging with a private entity.Furthermore, the information provided to me during our initial consultation implied that interaction with the *** was severely limited, contrary to later findings that indicated a wider scope for negotiation and compromise directly with the ***. This discrepancy contributed to a lack of trust and transparency which is concerning.I was also rushed through the sales process and pressured into signing documents via ******** without providing ample time for review and consideration. Additionally, despite assurances that my account would not be debited until Friday, an unauthorized attempt to process the payment was made on Thursday, which I found to be unethical and indicative of prioritizing financial gain over customer service.Had I been aware of the negative reviews and complaints, totaling 205 across various platforms, I would have reconsidered engaging with your company. My experience reflects a need for improved customer service protocols and a more ethical approach to sales and communication.I believe it is important for you to be aware of these issues to prevent them from affecting other customers in the future. I urge you to review your practices and consider the impact they have on customer trust Thank you for taking the time to address my concerns.

  

  Business Response

  Date: 07/15/2025

  We appreciate the opportunity to respond and thank Mr. ****** for taking the time to share their feedback. We are sorry to hear that their experience did not meet expectations, and we take these matters seriously. In reference to the initial consultation, our representatives are trained to present the services we provide and the limitations and requirements of working with the ***. We apologize if any information presented was interpreted differently or caused confusion. It is never our intent to mislead, and we will use this feedback to reinforce transparency in our communication. We understand that seeing a number of complaints can be concerning. As a company that works with thousands of clients each year on complex and sensitive financial matters, challenges can arise. However, each issue is an opportunity for us to improve.

  Due to receiving Mr. ******* cancellation request within one day of signing his service agreement, he qualifies for a refund under the terms of his policy. We have begun processing his refund to the original payment method on file. We hope this action reflects our commitment to client satisfaction and helps bring this matter to a close. If Mr. ****** has any additional questions or would like further assistance, he is welcome to contact us at any time.