Complaints
This profile includes complaints for Anthem Tax Services's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Complaints Summary
- 73 total complaints in the last 3 years.
- 28 complaints closed in the last 12 months.
If you've experienced an issue
Submit a ComplaintThe 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:06/13/2025
Type: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.
Wish I could give it zero stars if I could. I asked for a refund of my $1500 and disputed it with my bank. NO WORK WAS DONE on my file at least to my knowledge when I requested the refund. I am entitled to one if no work was done. I have emailed. I have called. Never got a correspondence back however they reversed the claim as if they rendered the service. At least if you're going to put my account in the negative and charge me for tax returns, the very least you can do is do my taxes and communicate with me that you're actually doing them. Do not do business with them! SCAM
Business Response
Date: 06/23/2025
We here at Anthem TAx take consumer concerns very seriously. Immediately after receiving this inquiry, we reached out to the consumer and are in th process of resolving this issue. We apologize for any inconvienece this issue may have caused for this consumer.Customer Answer
Date: 07/01/2025
I have reviewed the response made by the business in reference to complaint ID 23463091, and find that this resolution is satisfactory to me.The issues has been resolved with the company.
Regards,
C***** *****Initial Complaint
Date:06/09/2025
Type: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 anthem tax services after receiving a tax bill for roughly $86,000. I paid anthem roughly $9,300 to help resolve the debt and at least remove any penalties or interest that were accrued.
I originally contacted anthem on March 3rd 2025, and was told my case would take approximately 3 months to complete. However in that period of time anthem has done nothing to contact the IRS or begin negotiations.
I had submitted all financial documentation and followed every request that was made by anthem. I inform them at the time of the call that I was on a current payment plan from a previous tax year, therefore a resolution need to account for both my current tax issues and previous tax years payment plan.
The first thing anthem would say is that they would put my debt in a non collectible status. They never did that.
Then after a phone call with the company after I explained that I had paid the tax because I did not want to accrue anymore interest or penalties.
My experience with anthem makes me believe that this is a scam service. It
They will happily talk to you about resolving your debt and makes it seem like everything is sunny and roses. But when it comes down to it, anthem simply does not deliver on it's contract.
I even had a phone call with Brandon explaining that I had paid the debt down, and was looking to retrieve penalty or accrued interest. However to this day I am still receiving emails from Alexis a week after this phone call requesting financial documentation that is not necessary.
My only remedy for this situation is to provide a refund. Please have the complaint doctor call me as soon as possible so that we can resolve this to my satisfaction.Business Response
Date: 06/16/2025
We here at Anthem Tax take consumer concerns very seriously. Upon receiving this inquiry, we immediatly contacted the consumer. It would appear that while not yet finally resolved, the issue has been addressed, and is on its way to be completly resolved to the consumer's satisfaction . We apologize for any inconvienece.Initial Complaint
Date:06/04/2025
Type: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.
When I enrolled with Anthem Tax Servicesin February 2025, they made a promise to negotiate a lower tax debt to the IRS. I have been sending documents back and forth to them for months with no movement, and Carlos Ibarra has been mostly non-contactable. Any time I ask them anything they give canned responses and vague information. The balance they say I owe is significantly more than what the IRS portal states.
They have asked for additional arbitrary fees to the point their fee is more than the penalties that the IRS has assessed to me. They have done work of zero value essentially and I do not trust them.Business Response
Date: 06/09/2025
We here at Anthem Tax take consumer concerns very seriously. Upon receiving this inquiry, we immediately reached out to this consumer. We believe this issue has been resolved.Initial Complaint
Date:05/22/2025
Type: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.
In November 20 25, I called Anthem Tax services and pay $500 to help them resolve my tax issues. I was assigned to an who assured me that he would work with the IRS to lower the amount I owe if not eliminated. After several months of waiting, I had not heard anything. I continuously tried reaching out and was never responded to in a proper manner. Eventually, this who had said he would help me order a transcript from the IRS and then finally when I reached him, told me that I could callthem and set up a payment plan. Per our conversation, he had said he was going to help me out and he was going to help eliminate some of the debt, butat that point, he was just telling me something I could’ve done myself. I need to reach out to somebody now, but I’ve spent $500 for him to help. I was expecting someone to help me and for the first time I was relieved and yet now I have more to worry about. He could really care less and then told me that I could pay 2000 more and he could try to do something for me. Our conversation and what he told me he was going to do never happened.Business Response
Date: 05/23/2025
This issue has been resolved.Customer Answer
Date: 06/09/2025
I have reviewed the response made by the business in reference to complaint ID 23363883, and find that this resolution is satisfactory to me.
Regards,
N***** *******Initial Complaint
Date:05/12/2025
Type: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.
It took us over a year for what we thought was a resolution. Received a letter that said as long as we kept the taxes paid for future returns we wouldn’t have to worry about the previous years. Year after this was done and we paid them we started receiving letters about the past debt. We had reached out to Anthem and they said we would have to pay them again to even look at the issue. We contacted the IRS and they said the company submits a letter, that we could do ourselves ,to put a hold on the account from being in collective status but continues to collect interest. So because of us using this company we now owe an additional $20000 plus out the money we paid them. This was a waste of our money. Of course I asked about the refund that they promised if not resolved but I have been ignored.Business Response
Date: 05/22/2025
We here at Anthem Tax take consumer complaints very seriously. We have been speaking to this consumer to try to resolve the issue. However, due to the constraints of responding to this complaint, we are responding to let the BBB know that this issue has not been resolved yet. We are still working on this inquiry.Customer Answer
Date: 05/25/2025
Complaint: 23321073
I am rejecting this response because:
Todd Lewis had reached out to me saying they needed more time and to reject the response being there was no real response. Todd was reaching out to Anthem about getting us a refund being they have cost us with their fees and interest has cost $20000 + . We are just asking for the refund that was told we would get if they could not make the situation go away.
I had to deal with the IRS ourselves to get them to stop coming after us.
Regards,
J**** ********Customer Answer
Date: 05/29/2025
Complaint: 23321073
I am rejecting this response because:
Regards,
J**** ********
They are still working on a settlement. Said they are sending documentsBusiness Response
Date: 05/30/2025
This has now been resolved.Initial Complaint
Date:02/24/2025
Type: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 few years ago I had some issues with the IRS and had a legit reason why I didn’t owe some of the taxes they claimed I did. I couldn’t get them to lower my tax debt so I hired anthem tax services. I never dealt with the same person more than twice and was told there was a solution I agreed thinking there was some relief coming. I never received any debt reduction they have kept my refund multiple times since and I’m still receiving notices from the IRS including threats of liens and Levy of my properties.Customer Answer
Date: 02/24/2025
This is the current notice on the irs siteBusiness Response
Date: 03/11/2025
We here at Anthem Tax take consumer concerns very seriously. We believe that this concern has been resolved.Initial Complaint
Date:02/10/2025
Type: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.
Back in September of 2023 I contacted Anthem Tax services to get assistance with my prior years taxes and repayments. I was immediately put in contact with an agent, they got on the phone with the IRS, and I started my paperwork process. I was told that based on my tax situation that I would need to pay $10,000 for services in lowering my payments. I paid the $10,000 for them to get started on my claim. I send all documents in when necessary and would go periods of time with no communication. I called and followed up on multiple occasions and it wasn't until I would call to follow up that additional things were brought up that were needed. I was charged for calls I made to find out my status, and at the end for someone being assigned to handle my complaint.
Long story short it wasn't until I continued to call, and file a complaint about no communication that I learned that my agent was released. Still to this day my taxes go unresolved and as I stated in attached emails this $10,000 I paid for help would of been better used to go towards my IRS debt. When I got in contact with a resolution manager I was told I would be refunded $4,000 on a call that she was even late for. That was back in August of 2024. I reached out today and still no resolve. I was even sent a copy of my agreement which sates after 3 days I am not eligible for my refund, however they were responsive for the first 3 days. I have attached their invoice and my emails JUST between my assigned agent and me. I can provide call records, emails to other agents, and proof of sending in documents multiple times if necessary. I even explained I would like to work with them in the future and I am getting no further assistance. I feel as if I was scammed and can provide any necessary information. I would just like to have my money refunded after receiving less then minimal assistance. (This has been going on 17 months)Business Response
Date: 02/18/2025
We here at Anthem Tax take consumer concerns very seriously. As soon as we received this inquiry, we immediately reached out to the consumer in an attempt to resolve this issue. We are still working with the consumer to resolve this issue. Unfortunately, because we are forced to respond to this concern within a certain time frame, and because the issue is not resolved, the consumer is going to now get an email from the BBB asking them if they are satisfied. We are well aware that this issue is not resolved, and we don't expect the consumer to be satisfied yet. Consumer, please understand that we will continue to work with you on this issue until this is resolved and asking you if you are satisfied is beyond our control.Initial Complaint
Date:02/10/2025
Type: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.
My family was scammed out of $19,200 by Anthem Tax Services, and the IRS is putting a lien on our home because of Anthem's negligence and incompetence!
In July 2021, my husband and I retained Anthem to help resolve our tax debt after seeing a commercial on TV. Anthem uses compelling ads to prey on people like us who have IRS debt and don't know where else to turn. They use deceptive tactics to lure potential clients in. Anthem representatives told us that we would have a resolution within 30 to 60 days in writing, and we were promised an Offer in Compromise and that they would reduce our total payment to the IRS. They said they would negotiate with the IRS for us; but no reduced fee was negotiated, and we were blatantly dupped. Months turned into years and, we became very concerned of the delay. Anthem representatives constantly told us that the IRS was backed up with cases.
Months, turned into years and now, almost 4 years later, we still have NO resolution. Anthem dropped the ball, was extremely negligent, incompetent and did NOT reduce our debt by any stretch of the imagination. My husband and I are in the daunting process of taking out a Home Equity Line of Credit in order to pay the IRS in full all of the monies owed, which has ballooned to over $220,000 because of interest and penalties that have compounded astronomically over the years. To make matters even worse, in October 2024, we were advised and coached by an Anthem Tax Specialist to buy 2 cars in order to reduce our IRS disposable income. She said verbatim, “it’s better for you to pay for two new used cars, rather than pay the IRS.”
According to Anthem's mission statement and guarantee, if they are unable to save money, rework payments, or deliver the expected outcomes, clients are eligible for a refund. We tried to contact Anthem over 2 weeks ago but have not received any response from them about our request for money back.
No family should ever have to go through this living nightmare like we did!Business Response
Date: 02/19/2025
We here at Anthem Tax take consumer concerns very seriously and always try to resolve issues when they arise. Upon receiving this complaint, we hired a third-party ombudsman to properly evaluate and to suggest a resolution. This mediator told us that other than one initial time, the consumer to refused to ever talk on the phone. He stated that this made his job very hard because tone and intent in emails can often be misconstrued, and instead of being able to just pick the phone up, its time consuming to send emails back and forth. He reported to us that after about 40 emails back and forth, he suggested that we refunded 76% of the fees that were paid to our company. We agreed to this, but it seems that this was not enough for the consumer. He also stated that the consumer made numerous complaints about our company prior and during his investigation. He stated he asked the consumer to hold off on reviews until a decision was made, but that the consumer refused. Additionally, he stated consumer made many claims about our company never telling the consumer that an OIC was a long shot. When the mediator provided proof of emails stating this exact thing to consumer, the consumer then claimed the mediator was lying, and they he was biased. Bottomline, the consumer is not being reasonable. The case has been with our office for over four years. The consumer expects us to give them a full refund and unfortunately, we do not agree. Consumer seems to have drawn a line in the sand and is not willing to budge. Our offer of more than 75% of their money back is fair and will always be available for the consumer if they choose to accept.Customer Answer
Date: 02/19/2025
Complaint: 22919541
I am rejecting Anthem's response. We signed up for Anthem
services back in 2021 for them to work on an Offer in Compromise [OIC] for our
tax debt. They strung us along for nearly 4 years until finally telling us that
we had never qualified for an OIC because of our income, home equity, and cars.
Anthem could have told us that from the very beginning. Instead, Anthem
repeatedly asked for bank statements, income statements, asset values over and
over every time we asked them for an [OIC] status update. We were misled from
day one and I firmly believe we were scammed.
When the Anthem
"mediator" contacted us in 2025, initially, he said he was neutral
and unbiased. However, my wife found out that the mediator, Todd Lewis had an “anthemtaxservices”
email address that he was using, so that was a huge red flag for us. We did
speak with the mediator over the phone, but there is a reason we preferred
emails because his dates and facts were often incorrect, and then he started to
claim our discussion of facts and refunds were somehow "threatening." At this point, we wanted conversations to be clear in writing, so he
couldn’t continue to make inaccurate statements. All Yelp and BBB reviews go
directly to Todd Lewis; this is very biased because Anthem Tax Services pays
him.
We let the mediator know
that Anthem misled us into thinking that they were working on an [OIC], and
that Anthem needlessly let it drag out for almost 4 years while we accrued more
and more enormous IRS interest and penalties over these years. The
mediator found one email from Anthem in 2022 (over a year after we had
contracted with Anthem) where they said "Again, we are going to review for
an Offer but it’s not a guarantee. We only push forward Offers that we believe
would be accepted". During these years, Anthem did not say NO, you
don't qualify for [OIC]. Anthem often said "we will have more
information soon" and please send more financials. Somehow, that
mediator believed that one email negated my emails to Anthem requesting a
status update on our [OIC]. Even Todd Lewis admitted that Anthem should have
known from the very beginning that we never qualified for an OIC by simply seeing
that we have always made over $80,000 combined.
Fact is Anthem never ever filed
an [OIC] for us with the IRS back in 2021, 2022, 2023, 2024, 2025. Never!!!
Yet, over the next two
years, Anthem then kept "pushing forward" and requesting more and
more bank statements, income statements, asset values from us which WE gave
THEM every single time….. Yet Anthem never filed an [OIC]. At any time, Anthem
could have said we will NEVER qualify for [OIC] without selling your assets and
retirement to pay the IRS.
Then again in March 2024, if
they said they only “push forward [OIC] Offers that they believe would be
accepted”, then why would Anthem ask for over $14,600 more money and promise
they would file an IRS [OIC] in about three months? - we have that in writing.
Again, Anthem never filed the [OIC] in 2024. In 2025, Anthem said
we can "pay in full" or setup an IRS Payment plan because they did
not file an [OIC] because we would not qualify.
Since we felt our case was
botched for the reasons above, we asked the mediator for a full refund and to
be compensated for the enormous IRS penalties because we were misled and strung
along by Anthem.
Even though my wife and I
signed up with Anthem in 2021, the mediator seemed to have his dates mixed up
and said 2022 was three months after we signed up we got the "we are going
to review for an Offer but it’s not a guarantee". But we let not three
months, but well over a year! He became agitated and aggressive because my wife
and I were attending her father's 75th birthday at a party and could not take
his call. He said we were ignoring his calls, when in fact we were at a family
event.
We asked again for the
full refund plus IRS penalties and interest, he even said we were "threatening"
and we responded that we never threatened and only presented our statement of
facts. His tone became sour and hostile, saying he would not recommend
refunding us what we asked based on our statement of facts and dates. He
gave us a final ultimatum, saying 76% was enough and that he believes the BBB
will see that as reasonable and we would have to sign something. He never said
what we would sign and never offered to show us.
I told the mediator that
we signed up with Anthem for an [OIC], they pushed for an [OIC] buy repeatedly
requesting bank and income statements from us, and yet Anthem Never Ever filed
and [OIC] for us. I said a "No guarantee" is irrelevant because they
never filed an [OIC] in the first place.
The mediator broke off
contact at that point.
Facts are that the IRS
cannot forgive accrued interest. IRS said they ONLY have three payment options
1. Pay balance, 2. OIC, but you will have to sell your assets first (home, car,
401K, etc), 3. setup a payment plan (while still accruing enormous IRS interest
and penalties).
[OIC] is the only form of
negotiating a lower tax debt, Anthem never filed an [OIC] for us anytime during
2021-2025, therefore "negotiating a lower tax debt" was not done by
Anthem. We stand by our belief that we are due a full refund with interest and
penalties. It is clear and evident that Anthem misled and misrepresented us for
nearly 4 years and we have all the documentation to prove this. What Anthem did
to us is wrong and we want to make sure they don’t continue to exploit or harm
innocent people like us.Business Response
Date: 02/19/2025
Our position remains the same. We are offering a 76% refund. We feel this is more than reasonable.
Customer Answer
Date: 02/20/2025
Complaint: 22919541
I am rejecting this response because Anthem has not refunded me for what I paid for their services and the interest that accrued as a direct result of their negligence and deceitful tactics.
Regards,
S****** *********Customer Answer
Date: 02/27/2025
I disagree with Anthem Tax Service's assessment of a "full refund." Anthem Tax Services scammed us out of $19,200, in addition to $72,192.54 from penalties and interest that accrued over 4 years because of their extreme negligence and incompetence. They misled and lied to us from the very beginning and won't refund us for the damages that they clearly caused. I have a plethora of documented evidence that will prove that they fraudulently misled us and neglected our case.Initial Complaint
Date:01/03/2025
Type: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 paying Anthem tax service for two years now to help reach an agreement with the IRS on back taxes. All I wanted was a payment plan setup so that I could begin paying off my debt. Over two years I have paid them roughly $20,000 and have accumulate $40,000 in penalties I also paid them to file my taxes last year. Two days before the tax deadline I had to get on turbotax myself and handle my taxes due to lack of communication from them. They have done nothing but cost me a lot of money. To this day they still have not reduced any of my debt or made a payment agreement for me. Knowing what I know now I want everyone reading this to just contact the IRS yourself. Anthem is nothing more than a scam. They take advantage of people like me who are scared and overwhelmed by taxes making it even harder for us to ever get back on track.Business Response
Date: 01/10/2025
We are currently trying to resolve this issue with the client. This issue has yet to be resolved. Consumer is going to get an email asking if they are satisfied but obviously, they are not because the issue has not been resolved yet.Initial Complaint
Date:12/23/2024
Type: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.
Hired Anthrm to help eliminate or reduce my tax debt which was promised. They won’t call me or email me. I’ve been lied to and string along after paying thousands. Now the irs still says I owe same amount and they are putting lien on everything I own.Business Response
Date: 12/31/2024
We here at Anthem Tax Services take consumer concerns very seriously. Upon receiving this inquiry, we asked our third-party resolution investigator to reach out to the consumer to address their concern. While this issue has not been resolved yet, we are confident that this issue shall be resolved quickly. Unfortunately, by us responding to this email, the BBB is going to send an email to the consumer asking if they are satisfied. Obviously, they are not as this issue is still ongoing. Consumer, please understand, that we are fully aware this issue is not resolved, however we are limited by the amount of time that that BBB give us to respond.
Customer Answer
Date: 12/31/2024
Complaint: 22721137
I am rejecting this response because: I was promised a debt reduction by anthem regarding my IRS debt. I now owe twice as many late fees, penalties, no debt was reduced, and communication was very sparse. I had to borrow money against my home to avoid liens.
Regards,
A** ******Customer Answer
Date: 01/06/2025
I was informed that the irs already put a lien on my house I was never aware of no one let me know.
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