Business Profile

Tax Consultant

Justice Tax, LLC

BBB Accredited Business A-Rated by BBB

Complaints

Customer Complaints Summary

49 total complaints in the last 3 years.
22 complaints closed in the last 12 months.

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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:04/08/2024
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.
- What the business committed to provide you: Issues with taxes with the State of Wisconsin due to Disabled Veterans Tax credits not being applied correctly and thus a resulting debt with the ******************** of revenue from previous years.- What the nature of the dispute is ************ never contacted the State of Wisconsin, as verified by the ******************** of revenue when I called and spoke with them directly on February 27th 2023. Company is claiming that due to 3 emails sent by ************************* between July 8th 2022 to October 14th 2022 regarding a missing power of attorney and another 3 emails sent between October 24th 2022 and November 7th 2022 regarding the companies inability to convert a document into *** format to forward to the state of ********* that they would not be issuing a refund even though ************************* confirmed with me over the phone that a full refund would be issued due to her inability to work on the account from December ********, when the *** format of the *** was sent in and February 27th 2023 when I could no longer wait for services as I needed this resolved to cover debts.- Whether or not the business has tried to resolve the problem Yes, ************************* offered a full refund over phone call that took place around February 27th 2023. However, I was finally contacted on June 9th 2023 by *************************** letting me know that they would follow their refund policy and I would only be issued a partial refund. I let them know that would not be sufficient and would look into other options. This was followed up by an email from *************************** increasing the refund amount to 63% of the amount paid instead of the 50% refund typically given for people unhappy with the resolution of their case. In this email he also threatened that if I looked into other options to seek a refund that they would decrease the amount they were offering and ensure that it was delayed even further, increasing my already dire financial situation.
Customer Answer
Date: 04/08/2024
Justice Tax LLC
******************************************** S
Suite 345
**********************
This is the information that I found for them online, it also aligns with the address provided in the emails that I received from them as well.
Business Response
Date: 04/25/2024

April 25, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & ******************
*************************************************************************************************; 32207

Attn: *****************************

Re:Matter of *******************
ID ******** (******)

To Whom It May ********************** be advised that Justice Tax (*******) is in receipt of the inquiry submitted to your office regarding the concerns of our ******, ******************* (******).

The gravamen of ******s complaint is that ******* failed to contact the State of Wisconsin and address ******s outstanding tax issue owed to State. ****** also maintains the ******* offered to ****** a full refund of all fees paid by ****** to ******* to date. Such is not the case.

****** contracted with ******* for a State Resolution of his outstanding tax obligations to the State of Wisconsin. ****** executed a ****** Services Agreement on July 7, 2022. The following day (July 8th) a ***** of ******** (***) was sent to ****** to review, execute and remit back to ******* in order for ******* to file with the State and in order for ******* to legally represent ****** before the State in the resolution of his outstanding tax obligation. ****** failed to timely respond to *******.

Multiple messages were left for ****** to return *******s call. Finally, on July 15,2022 ******* representatives were able to reach ****** and had a detailed conversation with ****** explaining the process, what would happen, the need and urgency of ****** complying with requests for documents and information from ****** and initially the need for the return of the executed ***** of ******** so that ******* can file and begin the representation of ****** before the State.

******* endeavored to contact ****** on multiple occasions leaving messages for ****** until finally, on October 24th (3 months later) ****** finally sent an unusable photograph of the *** rather than the executed *** as requested (required, as the State will not accept an unreadable document). Upon receipt, ******* continued to request from ****** the proper documentation and information to no avail.

Finally,on December 22, 2022 upon receipt by ******* of a readable ***** of ********,the *** was uploaded to the State. It should be noted that while ******* representatives were not able to contact the State on behalf of ****** prior to the uploading and acceptance by the State,******* did review and work ******s file in anticipation of ****** complying with the request/requirements. A Case Manager and Licensed Tax Professional (************************* who ****** refers to in his complaint) were assigned and did begin work on ******s matter.

Due to the time of year (Christmas holiday and end of year matters for the State),it did take more time for the State to process the filed ***** of ********. When it was finally recorded in the States records of ******, ******* representatives reached out to the State to conduct a B&C (Balance & Compliance) Check to ascertain the true status of ******s outstanding obligations to the State and status of his compliance. *********** Representative was advised at that time that the ****** had called the State and revoked the ***** of ******** and therefore the State Agent could not speak with ******* Representative.

It should be noted that ****** is disingenuous with his claims to the BBB and they are in fact false. By way of example, on February 24, 2023, ******* Representative was able to speak with ****** and here is the contemporaneous note of the recorded conversation:

Phone call to client and spoke with **** and he said the process is taking too long . ** was advised that due to his delay in sending and the time of the year, the *** was just able to be filed and received by the State. I told him in October he sent it in but it was no good and he didn't get it back to us until late December. He said yeah I know. It is not even about the ***. He called the state and found out in December his $6k balance is from him not including his schedule for property taxes that he paid so he didn't get the credits. He failed to advise us of that. He says he meant to send that in December and meant to call then to cancel and get a refund because he will get a credit of $4k for the property tax and would use the $2k to pay the taxes. He just forgot and there is nothing he needs us for. He is going to full pay the balance once the credits post.

******* did not hear any further from ****** regarding what action he took and ******* was not able to determine from the State what the status of ******s matter was as ****** revoked the ***** of ******** and therefore ******* could not gain information from the State nor was ******* able to continue working on ******s matter due to ******s statement on February 24, 2023.

Despite this, ******* continued to try to reach ****** and on April 28, 2023, another ******* Representative (****, who ****** referred to in his complaint)contacted ****** attempted to resolve the matter with ****** and offered ****** a more than deserved refund as not all of the contracted for Services were provided. This despite the fact that the delays occasioned were due to ******s actions/inactions and not that of ************** ****** became threatening and demanded a full refund. ****** was advised that work had been done on his matter and that if he was in fact terminating his contract with ******* that ******* was entitled to retain fees for services rendered. ****** was also advised (based on statements made by ******) that he would be responsible for any fees, costs or penalties incurred by ****** for fraudulent complaints or actions taken by ******. ****** advised he would think about it and would get back to *******.

******* did not hear back from ****** and finally on July 31, 2023, the required paperwork was sent to ****** to formally cancel ******s case and contract with ************** ****** filed a complaint with the State of Wisconsin alleging false accusations against ************** ******* vigorously defended this matter and the State of Wisconsin formally closed the State inquiry in favor of ******* on February 14, 2024.

Thereafter,****** filed this instant inquiry with the BBB again alleging false accusations against ************** Additionally, ******* has expended significant time and expense in defending these spurious accusations well in excess of the fees paid by ******. Had ****** cooperated with ******* from the inception, ****** would have realized a much more favorable result and the resolution of his tax matter with the State.

As set forth above, ******s accusations are (knowingly) false and as such the balance of ******s assertions does not warrant response.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
Date:02/12/2024
Type:Product Issues
Status:
ResolvedMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I enrolled with Justice Tax to take care of some tax issues I had. They told me everything would be taken care if and that I would be Informed every step of the way. A few months later I then received a lien letter from the IRS which means they didn't even start trying to resolve anything with them. They have a refund policy and even though I know I may not be entitled to a full refund because they did file 2023 taxes for me, they did nothing additional to that. I've tried to call their "Gold Star" department and Carly never answers and she never calls me back. She emails be the same thing that she's looking into it but never says anything else.
Business Response
Date: 02/22/2024

February
22, 2024

SENT
VIA EMAIL: ****************
BBB
of Northeast Florida & Southeast Atlantic
****
***** ****., ***** ***
************,
FL *****

Attn: *****
*******

Re: Matter of ******* *********
ID
#: ********

To
Whom It May Concern:

Please
be advised that Justice Tax (“Company”) is in receipt of the inquiry submitted
to your office regarding the concerns of our Client, ******* ********* (“Client”).

The
gravamen of *** *********’s complaint is that she feels that she is not
receiving ongoing information about her case and that she has received a lien
letter from the IRS and that Company has allegedly not acted on her tax
resolution matter. Client acknowledges
that contracted for services have been performed and that she understands that
those services need to be paid for.

Respectfully,
Client is correct. However delays
occasioned have been as a result of the action and inactions on the part of
Client. *** ********* became a Client of
Company on or about May 30, 2023. On
June 2nd, after reviewing client’s intake notes and file, an
assigned Case Manager called Client to discuss her situation, what needed to be
done, the steps to be taken going forward and what was needed from Client. This was followed up with an email. Client
was not available and did not respond.

Thereafter,
on June 6th, Client responded to her assigned Case Manager that she
would be available for a “Welcome Call” the following Thursday or Friday and
that Client would call the Case Manager at that time. In anticipation of this call, the Case
Manager sent the required Power of Attorney (“POA”) to Client for signature and
return for filing. Thereafter, on Jun 12th,
Client contacted company not to discuss her case, but to modify her contracted
payment schedule. The Case Manager was
able to speak with Client on June 13th and the “Welcome Call” was
completed at that time and Client was fully aware of what was going to happen,
when it was anticipated events would occur and advised that it was important
for Client to adhere to requests for information an documentation and to keep
up with her payment schedule for fees due and owing.   Any delays in cooperation would impact the
progress of her case.

Client
contacted Company on June 16th to again modify her payment schedule
and throughout the next several weeks after numerous requests, Client was
periodically providing requested documentation and information to Company. This spanned the time period from June 13th to July 21st.   During this
time frame, Client yet again called Company to modify her payment schedule as
Client was at that point past due in her obligations.

On
July 21st the contracted for federal and state tax returns were sent
to Client for review and signature and remittance back to Company. They were subsequently received by Company on
July 24th but could not be filed as they lacked her husband’s
required signature. The Case Manager
contacted Client and advised her of this deficiency and requested the returns
be fully executed and returned. It
should be noted that despite repeated requests, Client did not send back the
fully executed state and federal tax returns for filing until October 11th and the completed returns were filed on October 15th. It should also be noted that Client was
advised that she had an additional filing for the State of New York and that
Client needed contact Company to add these additional services to her contract
as her obligations to the state were not disclosed in her prior conversations
with company nor part of the contracted for services. Client advised she would
take care of it.

During
this period of time Client did contact Company on several occasions, all of
which were to the Payments Department as Client repeatedly had her scheduled
payments decline and her payment schedule modified, each time Company trying to
accommodate Client. Client’s payment
issues continued through the month of November 2023.

On
December 7th, Case Manager contacted Client to advise that Company
received notice that her tax returns had posted, and that Company would
continue to monitor the progress of the returns until the resolution was
complete. Client was also advised at
that time that Company had not received any response about the status of her
uncontracted for state of New York filing obligations. Client was also reminded that she was
woefully in arrears in her financial obligations to Company and that it was
necessary for her payments to be brought current before Company could take on
any further services.

On
December 11th, Client emailed the Case Manager to advise that she
received an IRS notice for payment and stated that she did not feel that she
needed to pay the IRS at that time. Case
Manager called Client and Client advised that she would call the Case Manager
back. Client and Case Manager then spoke,
and Client requested a refund for the limited payments made. Client also
advised that she called the IRS and was told she could enter into an Offer in
Compromise (“OIC”) with the IRS. Client
did not understand what this was, and it was explained to Client by a Company
representative. It was also explained to
Client that the IRS often offers this program in an effort to get the taxpayer
(Client) to disclose their full financials which then provides the IRS with
additional avenues to try to collect from the taxpayer (Client). Finally, it was explained to Client that just
because an OIC is submitted there is no guarantee that that it will be approved
by the IRS.

Thereafter,
on December 14th Client sent an email to Company requesting
cancellation of her case. Attempts by
Company/Client to connect were exchanged and finally on January 23, 2024,
Company called and emailed Client asking Client to contact Company to discuss
and resolve this matter. Client did not
respond. Instead, Client filed the
instant inquiry with the BBB.

Again,
what Client fails to advise in her submission to the BBB is that Company did
and continued to provide services to Client despite the fact that Client failed
to adhere to her required payment schedule and payment amounts. Client states that Company allegedly “didn’t
even start trying to resolve anything with the IRS”. Such is not the case. Company was routinely in contact with the IRS
and complied with the submissions to the IRS.
As set forth above, any delays were occasioned on Client’s failure to
timely provide the necessary and required information and documentation to
Company. Once finally received, Company
acted expeditiously. Client’s case was
scheduled for completion on April 16, 2024.
Company was not only on schedule but was ahead of schedule before Client
unilaterally advised Company after the bulk of the work was completed that she
wanted to cancel.

Respectfully,
what Client is seeking to do is to avail herself of the completed services (as
admitted to by Client) without paying for them.
Company tried on multiple occasions to come to an amicable resolution
with Client to no avail.

If
Client would like to contact Company to discuss this matter and attempt to
resolve, Company will engage in such dialogue.

We
do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in
the interim. Thank you.

Respectfully
submitted,
Justice Tax

******
Bcc:
Customer Answer
Date: 02/23/2024

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Complaint: ********

I am rejecting this response because:
I have tried to contact to get a partial refund since I no longer want their services. I spoke to the IRS and even though a power of attorney was filed, they have no other records of anything trying to get resolved. I was on countless calls to them and I was able to resolve the issue on my own with the IRS with an option that Justice Tax didn't even offer me. I am simply asking for what they state on the contract is a refund if not happy with service. I'm not even asking for the whole thing but a portion of what I paid.

Regards,

******* *********

Business Response
Date: 02/23/2024
February 23, 2024

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
**** ***** ****** ***** ***
************* ** *****

Attn: ***** *******

Re: Matter of ******* *********
ID #: ********

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the reply filed by our Client, ******* ********* to Company’s response.

As set forth in the response, we are happy to discuss this matter with *** *********, but she has to get on the phone with us. We asked her response for her to contact Company (which we have done multiple times) As set forth in Company’s response, getting ahold of her and having her timely respond to our inquiries has proven difficult. We will reach out to her…..again... today. And there is nothing to preclude her from calling us…at her convenience. We are open and available between 9:00am-6:00pm Monday through Friday and have multiple Customer Service representatives available to assist all of our clients.

Respectfully submitted,
Justice Tax

******
Bcc:
Customer Answer
Date: 02/26/2024
I have resolved things with Justice Tax and am happy with the resolution.
Initial Complaint
Date:01/24/2024
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 hired Justice Tax back in June 2023 to help me reduce my taxes (interest and penalties) for 2015. I was having financial difficulty after my divorce. They were very confident that they could help me with my case and reduce the amount that I owed to less than half. Once I signed power of attorney and they received my $5400, after a week or so, the problems began. I was assigned a case manager that wasnt very responsive to my calls and so a lady by the name of ******** got involved but didnt assign me to a new case manager. I paid the money, filled out the forms, and emailed several documents to them that were required. It has been 7 months of unresponsiveness and constant delays. *** heard excuse after excuse. My case manager is repeatedly telling me that hes waiting on the lawyer to handle my case and says to give him a week and h*** call me on a certain day and never does so I have to call him. After doing more research on the company, I have found countless negative reviews on this company being nothing more than a scam and they just give you the run around and rob you of your money that you dont have to begin with. *** contacted Justice Tax just recently and spoke with a case manager that sent an email to the attorney handling my case requesting a full refund. The email requested that the attorney contact me but hasnt and from their track record, Im not holding my breath. This has been an extremely overwhelming experience with Justice Tax and Id prefer to send the *** the $5400 than throw away money that I didnt have in the first place to a company that doesnt stand by their word and has poor communication and unprofessionalism.
Business Response
Date: 02/07/2024

February 6, 2024

SENT VIA EMAIL: ****************
BBB of ***************** & Southeast Atlantic
***************************************************************************; 32207

Attn: *************************

Re:Matter of *************************
ID ******** (Client)

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, ************************* (Client).

The gravamen of ******* complaint is that while Company provided contracted for Services, there was a lack of proper communication with Client and that contracted for Services were not provided to the satisfaction of Client. Such is not the case. Company and its representatives have through the course of the 6 months of representation of Client had multiple conversations and exchanges with Client keeping Client appraised of the status of matters as they progressed. logged in excess of 40 instances of communication (phone, email, text) to and from Client in support of the representation of Client in furtherance of their state and federal tax issues.

By way of background, Client became a client of Company on June 28, 2023. *********** immediately began work on ******* matter and a detailed Welcome Letter was sent setting forth the process and procedure and documentation and information needed from Client to advocate with the ************************ ******* behalf in furtherance of her tax resolution and situation involving her divorce from her husband. Company began active communication with Client on July 3rd and exchanged several phone calls with Client wherein on July 14th, Client returned the executed ***** of ******** enabling Company to formally represent Client on a going forward basis.

In addition, Client and Company representatives discussed and reviewed the Financial Disclosure Forms that were required for Client to fill out and return in support of the negotiations with the ***. What is interesting to note is that on July 20th, Client called in to Company to speak with one of accounting personnel who was not available at that time. Client was referred to her Case Manager who was assigned to her case and well versed on her file and needs. Rather than speak with her Case Manager, she requested to speak with another Company representative to assist her in filling out and completing the required paperwork. She asked that someone return her call within 24 hours. A Senior Licensed Tax Professional (***) reached out to Client that same day to determine what issues she was having. This was followed up with an email to Client.

The following day (July 21st), the *** again called Client to discuss her case, what was happening, what would be happening and how to fill out the ************** Form which the *** went through with her and filled out on the Client Portal. It was also requested of Client at that time for copies of her spouses paystubs.   Client advised at that time that she had no issues or concerns and that she simply wanted to clarify what she needed to do and appreciated the call back and detailed explanation, which was appreciated.The notes from this conversation were referred to her Case Manager to follow up. Also, an email was sent to Client by the *** as follows: Thank you so much for taking my call earlier today and going over your case and financial forms. You did a great job filling them out. Please send a copy of your husbands paystubs to your Case Manager. Also, if you have any questions feel free to reach out.

The Case Manager continued to follow up with Client but the requested documentation (paystubs) were not received. This culminated in a detailed phone message from the Case Manager to Client on August 1st. The following day (August 2nd), the Case Manager sent a duplicate request for the husbands ***** of ******** in case there was an issue. This was also followed up with a telephone call with Client again requesting the paystubs and requested court documents to be sent to the Case Manager via pdf. Additional telephone calls were placed by the Case Manager between August 2nd and August 21st to no avail. Finally, on August 21st the Case Manager was able to reach Client and advised Client that the requested *** transcripts were received by Company and would be reviewed and requesting additional prior year tax returns be sent to Company.

The Case Manager confirmed receipt of the requested tax returns and uploaded those to the ******* file and confirmed with Client that she was going to print out the husbands ***** of ******** and have it sent by UPS. There were some difficulties in getting the husbands information and documentation but they would work together to remedy. The husbands ***** of ******** was finally received on August 23rd uploaded to ******* file. Due to medical issues that Client had with her and her mother, she would be delayed in providing the requested information and documentation.

The FDF form was received and uploaded the ******* file on September 1st and Client was reminded at that time that Company was still waiting for the transcripts for the husband as well as the completed Tax Organizer. Client updated the Case Manager on September 5th as to the status of the 2021 and 2022 tax returns and to confirm if there were any other documents or information needed.

On September 7th, Case Manager called Client to provide a revised list of items needed. Subsequent follow up by Company did not result in the receipt of the requested information and documentation until October 6th at which time the Case Manager spoke with Client to discuss the status of the case and what the transcripts revealed regarding ******* tax status and ability to pay. Throughout the month of October and November,there was active conversation and exchange of correspondence between Client and Company. On December 14th,Client contacted Company requesting a call back.   A voice mail was left with Client advising that as soon as Company receives an update, they will advise but due to the upcoming holidays, not much would be going on for the balance of the month. This was to manage the ******* expectations and keep Client appraised of the status of matters.

Company and Client exchanged emails and telephone calls during the first two weeks of January, explaining to Client what was going on and what financial options were available to Client. This coupled with the explanations provided to Client evidencing that Client does have the ability to pay the debts owed to the *** based on the transcripts received from the *** and the financial disclosures submitted by Client. It was explained to Client by Company representatives that matters were proceeding but the submission of documents by Client to Company were delayed by ******* timing in providing the requested information and documentation which in turn was being considered in the discussions with the *** in support of ******* resolution.

As set forth above, Company routinely communicated with Client and moved ******* case forward. Respectfully, ******* frustrations are not due to the actions or inactions of Company but rather that of the facts and circumstances of ******* financial situation and her inability to adhere to the recommendations by the Licensed Tax Professionals. Notwithstanding this position by Client,Company was able to provide Client with a plan that would mitigate or limit the amount of money that Client would owe to the ***. Client expressed that she understood and appreciated the work. Client did not express any concerns with this resolution.

Unfortunately,this did not suffice to Client and on January 24th, Client filed this inquiry with the BBB.

Simply put, Client is trying to avoid paying for Services rendered. It should also be noted that at no time has Client contacted Company to try to resolve this matter at this juncture. Rather, Client chose to file a complaint with your office in an attempt to gain leverage against Company. If Client would like to contact Company to discuss this matter and attempt to resolve, Company will engage in such dialogue.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
Date:01/02/2024
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.
I started with Justice tax around June of 2023. They promised that they would Stop any penalties from the *** or any nasty letters from the I. R. S.All of that was a lie. They took all my money out of my bank every month and did absolutely nothing for it.They talk you into a good game at the beginning. But they do nothing but take your money and do nothing for it Do not trust justice tax or give them any money
Business Response
Date: 01/10/2024

January 10, 2024

SENT VIA EMAIL: ****************
BBB of ***************** &Southeast Atlantic
Attn: *************************
****************************************************************************; 32207

Re: Matter of *******************
ID ********

To Whom It May ********************** be advised that Justice Tax (Company) is in receipt of the inquiry letter submitted to your office regarding the concerns of our Client, ******************* (Client).

By way of background, ************** contacted Company having incurred a debt with the *** that the gravamen of Clients inquiry is that Company allegedly promised that they would Stop penalties from the *** or any nasty letters from the I.R.S and that nothing was done on his case.Such is not the case.

First of all, no representation was made by any representative of Company that Company would be able to stop or remove the penalties accruing on Clients matter. The primary issue with Client is that he in fact wants to have his cake and eat it to. Client has multiple residential and ranch properties and significant equity in these properties and does not want to use any of this equity to satisfy his outstanding tax liabilities. The *** is well aware of the assets that Client has and as a result has taken the position that Client can pay on his outstanding tax obligations.

Despite the above, Company was able to aggressively negotiate and provide Client with very favorable resolution terms and conditions and was able to place Client into an Affordable Settlement Plan which would have allowed Client to keep his properties, continue to have his equity grow and only allocate a portion of his income to satisfy his outstanding debt. But the penalties would remain and were favorably included in the lower amount that Client would have had to pay. Client refused. This, coupled with the fact that Client failed, after multiple requests for supporting documentation and information to further assist Client failed to provide this documentation and information caused delays in the negotiation and favorable resolution of Clients matter.

The Services provided by Company far exceeded the amount of fees paid by Client. The fact remains that Company completed the Services as contracted for and as agreed to by Client. Client is now seeking to get those Services and negotiated resolution for free. That is not fair to Company nor to Client. Company representatives have endeavored to try to resolve this matter with Client and it is now clear that Client is trying to use the BBB to strong arm Company into providing Services for free.

It should also be noted that Client tried to chargeback his payments to Company with his credit card company but that was rejected and after investigation it was determined by the credit card company that the Services were provided and the fees earned by Company

Despite this fact and the other facts and circumstance as they transpired, Company is still willing to address and resolve this matter with our Client.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

WJS:jw
Bcc:
Initial Complaint
Date:11/17/2023
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.
In September 2022, I started working with Justice Tax in order to resolve a state tax debt. When I contacted them, I was asked to pay $5000 down to the state to cover half of my tax debt as I had previously defaulted on a payment plan. I have had to submit bank statements, pay stubs, copies of bills, etc., over the past year. I made my last payment to them in October of 2023. Throughout my experience with them, I have had to constantly reach out to them either through email or phone to get an update on my case. It has never been them reaching out to me first. It got so bad that I had to reach out to a supervisor to get some type of answer. I had asked if they could work with the state to reduce some of the interest owed on my taxes. That question was never addressed. Several questions were never answered. I made my last payment to Justice Tax in October of 2023, still with no resolution from the state. Once again, I had to submit a ton of paperwork in order for them to complete another financial statement to send to the state. I paid $3600 to this company and the end result after working with them for a year, is that the state is requiring that I pay the same $5000 by January 2023 that they wanted me to pay when I contacted them. If I don't make this payment, my wages will be garnished. The company assured me several times that by working with them, they could prevent wage garnishment. The $3600 that I paid to Justice Tax could have gone toward the $5500 downpayment the state wants. Had I known what I now no, I would have made small payments to the state on my own. This has been a waste of my time and money. I have told Justice Tax how displeased I am with their assistance, or rather, lack of. At this point, I have to come up with $5500 in 2 months. I would like to have a full refund of my $3600 from Justice Tax so that I can pay it to the state.
Business Response
Date: 11/27/2023
November 22, 2023

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
4417 Beach Blvd., Suite 202
Jacksonville, FL 32207

Attn: ***** *******

Re: Matter of ******** ****
ID ******** (“Client”)

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the inquiry submitted to your office regarding the concerns of our Client, ******** **** (“Client”).

The gravamen of Clients “complaint” is that while Company provided contracted for Services, there was a lack of proper communication with Client and that contracted for Services were not provided to the satisfaction of client. Such is not the case. Also, Client advises that she paid Company $3,600 for services. Again, such is not the case. Client’s fee was less than 60% of this amount and Company adjusted its fee and monthly payments further to accommodate Client.

By way of background, Client became a client of Company on September 6, 2022. Company immediately began work on Client’s matter and a detailed “Welcome Letter” setting forth the process and procedure and documentation and information needed from Client to advocate with the State on Client’s behalf. Company received the Client’s executed Power of Attorney enabling Company to formally represent Client on September 29, 2022. Client called in that same day demanding that Company stop a pending age levy, or she would cancel her contract with Company. Client was reminded that Company was waiting for Client to provide the required 3 months of income and bank statements necessary to review and negotiate with the State. Notwithstanding this, Company marked Client’s matter a RUSH and immediately assigned to a Licensed Tax Professional (“LTP”)

Client phoned back the following day (September 30th) demanding that Company put a “hold” on her IRS account to avoid a levy. Again, she was told that unless and until we had the information from her, we were not able to meet her request.

It was not until October 24th that Client sent in the requested information along with a request to modify her monthly payments for Services rendered. Immediately upon receipt of the documentation, the LTP assigned to her case contacted the state and was advised that the Client had defaulted on prior agreements with the State on multiple occasions and that is why the State was now requiring 50% of the outstanding tax obligation be paid at that time the State further advising the LTP that they had repeatedly tried to work with Client but despite assurances that she would pay, repeatedly defaulted on those prior agreements. The LTP was able to secure a hold on Client’s account, so no levies or garnishments were sought at that time provided that Client (through the LTP) provided previously requested (and not provided) financial information to the state. The requested information and financial form were immediately sent to Client by the assigned Case Manager at Company stressing the need to timely fill out and return the financial form.

After not receiving the requested information, the Case Manager reached out to Client on December 21st requesting copies of prior year tax returns and updated income and bank statements. It was not until February 6, 2023, that Client finally sent the requested income information and statements. These documents were immediately uploaded, sent, and accepted by the state.

Given the delay in Client responding to the document request and a new tax filing year coming up, the Case Manager contacted Client on April 4, 203 to confirm that Client had or was filing her 2022 tax return as Company was not contracted for this service. Client advised that yes, she would be filing her 2022 returns and asked if the 2022 tax debt would be added to the existing tax debt balance from prior defaulted years. Client was advised that yes, it would. Thereafter, the Case Manger contacted Client and requested updated pay stubs and bank statement as well as updated contact information as Client’s phone number had changed. Client emailed back with the new phone number and inquired why she needed to send the updated documents. Client was advised that the state requires them and had she sent the documents previously requested on a timely basis, this would not be an issue.

On May 5th, the Case Manger contacted Client again requesting the updated statements as despite Client’s assurances on April 4th that she would send, none had been provided.

It was not until August 15th that Client responded to Company asking about the status of the penalties and interest that Client acknowledged was accruing. Client was advised again that in most instances, states do not consider any review of penalties and interest adjustments unless and until a taxpayer is compliant with prior outstanding filings, which client was not. Client was reminded that her 2013 and 2015 tax returns had to be filed to be in compliance. Client advised that she would try to locate those returns and she acknowledged her understanding that she must file them to be compliant and in order for an agreement to be entered into with the state. Client was reminded of the importance of providing these documents and that if she receives any notices from the state to forward them immediately.

In an effort to try to negotiate with the state while the delinquent returns were being filed, The LTP contacted the state to try to mitigate Clients exposure but was advised that due to Clients prior failures and again the delay in providing updated financial disclosures to the state and the pendency of the past due tax filings, the state was still requiring a $5,532 payment and the balance paid out over the next 36 months.

To assist Client further, a 433A was prepared and submitted to the state on November 6th based on the information that Company had from Client at that juncture. The state was demanding payment in full, but the LTP was able to secure a date of January 18, 2024, for Client to satisfy the outstanding obligation to the State in full. Client was advised that she should pay the initial down payment on this debt in the amount of $5,532 at that time. Provided Client complied, it was determined that an Installment Agreement could be negotiated providing Client with 36 months to pay off the full balance. Client was also advised that if she failed to make these/the payment (again) that the State would issue a salary lien (wage garnishment) to secure the down payment. If she fails to adhere to the 36-month term, the state could file a property lien on the unfiled years of 2019-2022. Finally, Client was advised that per the state, the requirement for the down payment was “non-negotiable” for the state to provide the additional time for Client to pay the deposit by January 18, 2024, and the balance in increments thereafter.

Client advised the Case Manager on November 6th that “She understands that it is her fault for defaulting on the state. She will try to make the down payment by 1/18/24 but she does not believe she will meet the full payment by January”. It should also be noted that while the state initially advised that they would accept and review financials, because of the failure of Client to provide all the information and updated information on a timely basis, the state was no longer willing to accept the Client’s financials to consider mitigation.

Thereafter, Client filed this instant complaint with your office.

Respectfully, Client came to Company having defaulted on prior agreements with the state and the state was demanding payment in full from client. Company was able to keep the state at bay for over a year and was able to negotiate a favorable payment plan for Client which only required Client to pay half of her debt on or before January 18, 2024, and the balance over the next 36 months. Thus, Company fulfilled and completed its contracted for Services. Given the failures on the part of Client to comply with prior agreements with the state, coupled with Client’s failure to timely provide requested documents to Company which had they been provided and therefore timely submitted, perhaps Company could have been able to secure a more favorable resolution for Client. Notwithstanding, Company secured the most favorable resolution for Client.

We do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

******
Bcc:
Customer Answer
Date: 11/28/2023

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Complaint: ********

I am rejecting this response because: At no time was my fee adjusted in order to accommodate me. Justice Tax allowed me to change my payment dates, but until my last payment was made, and I have the bank statements to prove this, I paid them the full $3600. Secondly, I never demanded anything. All of my correspondence to them was very professional. I did let Marlon and Amy both know how frustrated I was with paying them money for essentially doing nothing. Like I stated on my original complaint, I could have paid the money to the Maryland Comptroller that was paid to them. They state that they held Maryland at bay for a year but again, I could have paid the $3600 to Maryland if they couldn't do anything to reduce the amount I have to pay down. And they should have just been upfront with that from the beginning instead of saying they work with Maryland all the time and would be able to help me. Because in the end they provided NO HELP AT ALL!!! Also, in their response they state that I didn't file my 2013 and 2015 tax returns. When I spoke to the man on the phone regarding this matter because I could not locate my 2013/2015 W2s, he advised me not to worry about filing those. Obviously they have attorneys on their team who are able to word things in a way to make them look like they did everything they could to assist me when in reality they did not. I had to continuously reach out to Amy for updates about my case. Justice Tax might be able to assist people with IRS debt but they are horrible with state taxes. If the end result was the same as when I first called them (having to pay Maryland $5500) and I had to pay Justice Tax for this same end result, then what positive purpose did they serve??? I do not accept this response and I want my money back.

Regards,

******** ****

Business Response
Date: 12/14/2023
December 13, 2023

SENT VIA EMAIL: ****************
BBB of Northeast Florida & Southeast Atlantic
4417 Beach Blvd., Suite 202
Jacksonville, FL 32207

Attn: ***** *******

Re: Matter of ******** ****
ID ******** (“Client”)

To Whom It May Concern:

Please be advised that Justice Tax (“Company”) is in receipt of the reply of our Client, ******** **** (“Client”) to the detailed response filed by Company to the original inquiry by Ms. Cain. In response to Ms. Cain’s reply, the following is applicable.

So as not to duplicate our prior response, a copy of Company’s initial response filed with your office on November 22, 2023, is incorporated herein by reference.

Client maintains that “at no time was my fee adjusted in order to accommodate me”. Such is not the case. Given the scope and nature of Clients matter, the fee normally charged by Company for such Services was in excess of what Client advised she could afford. Additionally, Client requested that her payment dates be adjusted which Company accommodated. Client requested an adjustment (down) to her monthly payment amount which Company also accommodated. All in an effort to work with Client and assist her further.

As such, as previously stated, the fee charged by Company for the contracted Services was reduced down to accommodate Client. Client is adamant that she paid Company $3,600 and “I have the bank statements to prove it”. Company has requested on multiple occasions for Client to provide this proof. As this seems to be the crux of Clients issue and complaint, if Client can provide proof that she paid Company $3,600 for Services rendered, Company will gladly refund this amount to Client. However, if Client cannot provide this proof of payment of this amount, then Client should acknowledge this to Company and to the BBB and retract her Complaint.

Client also states that she had to provide “tons” of paperwork. Again, such is not the case. Yes, Company requested information and documentation from Client. This is part of every client’s case. I can assure you that Company only requested information and documentation from Client that was necessary. The problem is that Company did request information and documentation from Client on multiple occasions with urgency so that the documents and information were timely. The problem is despite these repeated requests, Client failed to either a) provide the necessary documentation and information or b) did not provide it until months later. Her procrastination kept her in a perpetual loop of expired documents. She has been a client for well over a year and still failed to provide the documents needed. As a result, Company was precluded from moving her case forward but rather had to spend an inordinate amount of time chasing documents from client and trying to advocate for her with the State without having the “ammunition” to do so.

Client then goes on to allege that a Company representative told her “not to worry” about filing her missing returns. There is no evidence of this in Company’s records but giving Client the benefit of the doubt that this may have occurred, this would only have occurred based on the initial representations of Client to the Debt Consultant and that her obligation for these years may run out due to expiring CSEDs. Once communication was established between Company and the Revenue Officer assigned to Client’s matter, the Revenue Officer advised Company that they had “history” with Client based on Client’s prior failure to pay and occasioned delays. The Revenue Officer advised Client and also the Company representative (once Company took on the representation) that the Revenue Officer required full compliance by Client (again based on Client’s history with the Revenue Officer and her failure to comply).

This lends itself to Client’s further claim that Company “did nothing” to help her as the State was demanding the same down payment on her outstanding debt that she came to Company with. This statement completely misrepresents what actually transpired. When Client failed to make her initial down payment, the Revenue Officer quickly escalated the collection efforts (which is why Client came to Company in the first place). This was due to the multiple prior defaults by Client in making agreed to payments.

Despite this, Company was able to move in the direction of negotiating a lower payment for Client with the Revenue Officer provided that Company, on behalf of Client was able to provide the requested and necessary financial information of Client supporting this negotiation. Company made the request to Client (on multiple occasions) to timely and completely provide the requested information and documentation but as set forth above, Client failed to a) provide; b) provide all of what was necessary or c) provided (partial) information and documentation not on a timely basis and as required by the Revenue Officer. Company was able to negotiate with the Revenue Officer and avoid the demand by the Revenue Officer for payment in full by Client. Company was able to protect Client from garnishment, liens, and other collection efforts. The fact remains that Client would have been subject to these harsh actions by the Revenue Officer had Client not retained Company and Company was able to protect Client from these actions. Company was able to defer the actions of the Revenue Officer for more than a year which provided Client with an extra year and a half of time during which, despite this additional time and protections failed to come up with the down payment for the negotiated resolution with the State. Whether this was an affordability issue or a neglect issue, the fact of the matter is that Client failed to make the necessary payment. Additionally, it should be noted that the State would not have stopped their aggressive collection actions if Client had “made small payments to the State” as she maintained. The State had been through this with Client previously and they were only interested in the payment schedule that they offered.

As previously stated, Client came to Company having defaulted on prior agreements with the State and the State was demanding payment in full from Client. Company was able to keep the State at bay for over a year and was able to negotiate a favorable payment plan for Client which only required Client to pay half of her debt on or before January 18, 2024, and the balance over the next 36 months. Thus, Company fulfilled and completed its contracted for Services. Given the failures on the part of Client to comply with prior agreements with the State, coupled with Client’s failure to timely provide requested documents to Company which had they been provided and therefore timely submitted, perhaps Company could have been able to secure a more favorable resolution for Client. Notwithstanding, Company secured the most favorable resolution for Client.

We do hope that this clarifies and finally resolves this matter at this juncture. Please advise if you have any questions in the interim. Thank you.

Respectfully submitted,
Justice Tax

******
Bcc:
Initial Complaint
Date:09/27/2023
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.
I hired Justice Tax in August of 2022 to help complete my back taxes with the IRS and setup a payment arrangement so I would not receive a Levy, garnishment etc. Justice tax said they the main IRS was in FL and they had agents who would go there and resolve quickly, that was a lie. My revenue officer was sending me letters and i was sending the letters to Justice tax (my revenue officer is in Baltimore). They had me sign a Power of atty and had me send financials for months. They completed my back axes and sent them to the IRS . After I paid the final amount for the 6K and they files my taxes with the IRS- they would only talk to me through text - even though I asked for updates over 100 times. In June I received a Levy on my paycheck, bank, and had to hire another attorney. I sent all the documentation to Justice Tax and was never contacted by the attorney NEVER! You are dealing a fraudulent company and a customer service rep who wont talk to you. To date I still don't have the alleged attorney's name. I am ruined and had to spend another 6k for a local attorney to fight for me and reach out to the revenue officer at the IRS on my behalf. I am sure they hire someone to respond to these complaints, but if you see this company RUN and run fast. I could have spent the money and completed my own taxes, send some money to the IRS and made a payment arrangement myself before the Levy etc. Something should be done to companies like this which are clearly predatory. If they say otherwise I will post all the receipts.
Business Response
Date: 10/06/2023

October
6, 2023

SENT
VIA EMAIL: ****************
BBB
of Northeast Florida & Southeast Atlantic
4417
Beach Blvd., Suite 202
Jacksonville,
FL 32207

Re:
****** ** ****** ********
ID
******** (“Client”)

To
Whom It May Concern:

Please
be advised that we are in receipt of the inquiry submitted to your office
regarding the above referenced individual.

We
are pleased to advise you that representatives of Justice Tax (“Company”) were
communicating with Client and we hope to have this this matter resolved to the
satisfaction of Client. Unfortunately,
this complaint was received and posted and a response due during this
resolution time frame.

Notwithstanding
the foregoing, the gravamen of Client’s “complaint” is that while Company
provided the contracted Services, there was a lack of (proper and timely)
communication with Client. Company
agrees and has taken steps to rectify this with our Client and in future
dealings with (other) clients.

As
stated above, the Company did complete the filings and tax resolution for our
Client. The submission was waiting
approval by the IRS representative.
Unfortunately, the Case Manager assigned to Client’s matter chose to
communicate with Client via text message rather than personally reaching out to
Client by telephone. This failure was/is
not acceptable and is not the way that Company strives to do business.

While
we apologize that our Client had to have a less than acceptable experience with
Company, we do appreciate Client bringing this to our attention and allowing us
to speak with him regarding this matter. We are also appreciative that Client
has advised that he does not feel that there was any fraudulent conduct that
occurred on the part of Company. We
understand that this and other statements from Client were done in frustration
and are glad that after speaking with our Client, he is fine and other than the
lack of timely contact is/was satisfied with the Services provided by Company.

We
wish Client the best in her future endeavors.

We
do hope that this clarifies and resolves this matter at this juncture. Please advise if you have any questions in
the interim. Thank you.

Respectfully
submitted,
Justice Tax

WJS:jw
Bcc:

Customer Answer
Date: 10/10/2023

[To assist us in bringing this matter to a close, you must give us a reason why you are rejecting the response. If no reason is received your complaint will be closed Administratively Resolved]

Complaint: ********

I am rejecting this response because:
I agree that the business did do some work on my case. The fact that I received multiple calls only after the complaint is concerning. I requested several times for someone to reach out to me and update me, including an opportunity to see documentation you are sending on my behalf and a meeting with the attorney were all denied/ ignored. When I started I was told Justice Tax through the power of attorney worked with the IRS and could setup a payment plan and stop levy’s etc. 8 months later with no communication all of my bank accounts were taken, my payroll seized, and and money on hold. I sent a TEXT to Amy my rep and got no response. After I hired a new tax attorney my Levy was removed within a 3 weeks. With my new attorney contacting the same IRS revenue officer Justice Tax knows. In the last three weeks I received more calls then I ever had this year. I still don’t have any documentation or what they did for me. I was told they had notes on my case and that’s it. 6 thousand dollars for Justice to complete my taxes and file them. I could have filed my own taxes for 1 thousand and have the 5k to the IRS and hired real IRS tax lawyers, like I have now. I would like a partial refund.

Regards,

****** ********

Business Response
Date: 11/06/2023
Please see attached.
Initial Complaint
Date:05/17/2023
Type:Product Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I contacted Justice Tax 2/27/23 regarding my taxes due for 2022. I was having problems getting my 1099 Rs from OPM. The person who I contacted stated they can get all that information from the ***. He also stated they could get my tax burden reduced. I was contacted by ****** ********, my case manager on 3/2/23. I signed the paperwork, filled out the tax organizer, and sent my documents by secure email on 3/6/23 to the correct email for ******* On 3/7/23 I was texted by ****** stating she did not receive my information and told me to fax them to her directly at ************. I then faxed my information to ****** on 3/8/23. I had not heard anything by 3/14/23, so I called the general number and talked to ****** ***** who informed me that ****** had quit the week before. She stated I needed to resend my information again to her. I faxed the information to her direct fax at ************ on 3/16. She stated she did not receive it. She explained that her fax line was not on overnight. I then went to a post net store and faxed it during the day, and it cost me 14.79. ****** stated she still did not receive it. Then I tried secure email on 5/2 and stated it came through, but she could not open. ****** then suggested I take screen shots of my documents and text them to her. I stated this was not a secure method to send my financial information and that it was cause for concern on how they were handling my information. I had already paid them over 1400.00 dollars, and they had done nothing except have me keeping trying to send my information. I told them I did not want to have anything more to do with them and that I wanted a refund. I received an email form Josh Ketterman 5/16 stating they would give me 50% of my refund as that was the policy, I don't understand how they can charge me 700.00 for doing absolutely nothing but give me the run around. This is unfair and unethical business practice and should be investigated.
Business Response
Date: 05/30/2023
Re: ******* ** ***** ******
BBB
ID: # ********

Dear
Ms. ********

Thank
you for forwarding the written concerns of our Client, ***** ****** (“Client”) for
review and response. Due to the
confidential nature of our Client’s financial and tax status, this response
will be limited to non-confidential matters.
If you require additional information or response, please advise.

The
gravamen of Ms. ******** complaint is that she maintains that Justice Tax (“Company”)
allegedly does not receive and acknowledge receipt of documents that Client
allegedly submits and that taxes associated with her current Student Loan
matter are not due and owing. Such is
not the case. Client is also seeking the
refund of monies she paid for Services already rendered and earned by
Company.

By
way of factual background, Ms. ****** became a client of the Company on 3/1/23 seeking
the discharge of her then current Student Loan obligation as well as
representation for taxes due and owing in relation to a withdrawal of her
401(k) benefits. Both of these Services
required state (Colorado) and federal resolution. Per her Client Services Agreement executed
on 3/1/23 Client made her first payment for services on 3/1/3. Her second payment was due and owing on
4/1/23 which Client paid. This is
relevant in support of the Services that were performed and continued to be
performed by Company. Client was fully
advised as to what Services were being performed and what was needed to be
done. Client raised no objection during
this period of time and no changes to her Services were made. Client has failed
to make any other payments to Company.

Respectfully,
the primary reason for the frustration and complaint by Client is caused by the
actions and inactions of Client, to wit:
in order to evaluate and represent Client in a timely and satisfactory
resolution, it is necessary for Client to provide accurate and complete records
and documents to Company. Client resides
in an area of Colorado that makes it difficult to receive cell service or easy
access to methods to transmit and send the requested documentation from her
home and would only be able to send from her work site. Client did in fact send documents to Company,
but those documents were incomplete and when Company advised Client that the
transmission was incomplete and to please resend, Client became agitated. Client explained that when she printed the
documents, she did so on two-sided paper but only faxed to Company one side of
the documents. This caused delay but
such delay was not caused by Company.
Company endeavored to work with Client and eventually, Client was able
to send some of the requested documents in which Company has been trying to
work with, but which has caused additional delays.

In
an effort to accommodate Client, representatives of Company sought to gather
the information over the phone. Rather
than cooperate, Client maintains that she is “doing too much of the work”. Company is doing all that it can to
accommodate Client. Client then tried to
send the requested and required documents to Company via secure site from her
work, but Client to provide Company with the password to retrieve the documents. Finally, on this issue, Client maintains that
she has had problems reaching Company and that Client called Company on
multiple occasions. However, Company
records do not support this.

On
the issue of Client’s Student Loan matter, simply put, Client believes that her
tax obligations for 2022 are not in fact due until 2025 on the Student Loan
portion of her tax liabilities. Again,
such is not the case. Client would in
fact owe taxes on income received in the tax year that she received such
income. What Client is relying on is an
alleged statement from the Department of Education that while she is taxed on
the Student Loan portion in 2022, that the Department will not seek enforcement
of the non-payment until 2025. Again,
this is based on what Client maintains, not what the records support.

In
an effort to accommodate Client, Company offered to adjust Client’s payments
made which would have resulted in Company only receiving a fraction of the
monies due and owing and earned for Services rendered to date. Client refused and was insistent on a full
refund.

As
set forth above, at all times material hereto, Company was ready, willing, and
able to and has in fact been in contact with Client in an effort to accommodate
Client and resolve this matter at this juncture. Multiple Services were performed by Company well
in excess of the amount of fees paid by Client for Services rendered. Notwithstanding, Company is amenable to continuing
to work with Client in the provision of contracted for Services and resolution
of his tax matters. However, this would
require Client to bring her outstanding balance current.

Thank
you for providing Justice Tax with the opportunity to provide this
response. We look forward to a timely resolution
of this matter.

Respectfully
submitted,

Justice
Tax
Initial Complaint
Date:05/11/2023
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.
On Friday, Jan 12th, 2023 I contacted Justice Tax LLC. for my initial consultation. I was on the phone for about 2 hours explaining in detail my situation, timeline, charges, personal finance, court proceedings, and any other information in full detail. I was assured this was common and they saw it all the time and would be able to take care of everything. They required a $2,500 deposit with monthly payments. Being a large transfer the funds would be available Monday, Jan 15th, 2023. Over the weekend I received several calls from several different people stating they were assigned to my case and everything would be taken care of. The $2,500 retainer was taken Monday, Jan 15th, 2023 and the next call I received was Richard telling me there was nothing Justice Tax could do for me and suggesting Quote " I go to court and beg for mercy". I have tried to get my retainer back and after several calls was offered $400 and change compensation. I am requesting a full refund of my retainer as I was misled into thinking their "legal Department" was an actual legal department and could represent clients in court when in fact they are only a accounting firm and do not do what I was led to belive.
Business Response
Date: 05/20/2023
*** ******* ** ******* *****
*** *** * ********

**** *** ********

Thank
you for forwarding the written concerns of our Client, ******* ***** (“Client”)
for review and response. Due to the
confidential nature of our Client’s financial and tax status, this response
will be limited to non-confidential matters.
If you require additional information or response, please advise.

The
gravamen of *** ******* complaint is that he maintains that Justice Tax (“Company”)
allegedly misrepresented to him that representatives of Company would be able
to represent him in court proceedings and that Company is “only an accounting
firm”. He is seeking the refund of his
payment to date for Services rendered in the amount of $2,500.

By
way of factual background, *** ***** became a client of the Company on 1/12/23
seeking representation for both state (Kentucky) and federal personal and
business tax issues that he was facing covering multiple filings for multiple
tax years. Per his Client Services
Agreement executed on 1/12/23 his first payment for services was due on
1/14/23. Client defaulted on this first
payment (the $2,500 that he is seeking) but did in fact make good on the
payment shortly thereafter.

It
should also be noted that all the Services and work scope and authority of
Company is fully set forth in the Client Services Agreement which was verbally
discussed in detail with Client as well as reviewed and signed by Client in the
written contract.

Due
to the nature of Client’s matter and the shear volume of returns needed,
Company began work and assigned a full team (Case Coordinator, Case Manager,
License Tax Professional and Tax Preparer) to work on Client’s matter
immediately. So, when Client says, “Over
the weekend I received several calls from several different people stating that
they were assigned to my case and that everything would be taken care of”, he
is correct. A full team was assigned and
was working over the weekend to evaluate and assist Client.

A
detailed call took place between the Case Manager assigned to Client’s matter
and Client wherein Client expressed his primary concerns about the debt owed
and action taken and to be taken by the Revenue Officer and his inability to
pay the outstanding personal and business debt(s).

As
specifically concerns Client’s allegations that Company was to provide some
type of legal services or legal representation, such is not the case. Company is not a law firm, nor do we represent
Clients in any legal matters, litigation or court appearances. Client was aware
of this as supported by the fact that Client advised representatives of Company
on 1/17/23 that Client had retained legal counsel to respond to the State and
in conjunction with his then pending State Sales Tax Matter. Client represented on multiple occasions that
either he or his counsel had been addressing his legal matters and that he and
his counsel had been in contact with the State Revenue Officer assigned to his
case. Client advised that the gravamen
of his problem with the State is that the State has no record of Client contact
to try to resolve the matter.

As a result of Client’s actions/inactions, the
State of Kentucky filed a formal legal action against Client for unpaid sales
tax. Client failed to respond to the
State action claiming that he thought his attorney had responded to the
State. Given the then current status of
the legal matter, coupled with Clients inability and failure to pay the State
and coupled with the fact that Company does not and cannot represent Client in
the court litigation in Kentucky, Client was advised that absent a voluntary
agreement by the State to defer his then pending court action and court date,
or his ability to enter into a voluntary agreement to pay or granting of a
deference of the then pending court action or entry of a payment plan, that
Client ran the risk of the State seizing
his business for failure to pay the court imposed judgement should one be
entered. Client was also advised that
based on where the litigation was at in the process it would be extremely
difficult to get the State to suspend or defer payment. Either way, the State may not (nor are they
obligated to) grant Client any relief, but he should go back to his counsel who
was handling the matter for him to seek relief or provide an explanation to the
State and to the court.

Again,
Company was retained to provide tax preparation services to Client and that is
exactly what Company did and was prepared to do on a going forward basis. Company files are replete with multiple
emails, memorialization of phone conversations and other notations trying to
assist Client. There are over 1,300 entries in Client’s file representing
requests, discussions, evaluations and recommendations to/from Client and
Company. Repeated requests were made to Client to
timely respond and provide necessary documentation so that Company can analysis
and prepare Client’s multiple tax returns and filings. Such documentation was either delayed in
sending or not sent at all.

Respectfully,
Clients conduct with Company is indicative of the way in which Client handled
his dealings with the State of Kentucky and his failure to timely respond to
them or respond to them at all. Given
where Client’s matter was with the State and how advanced the proceedings were,
coupled with Client’s actions and inactions resulted in the situation where Client
is in now.

Again, as set forth above, at all times
material hereto, Company was ready, willing, and able to and has in fact been in contact with Client. Any delays in response or action were due as
well to the actions and inactions of Client.
Multiple Services were performed by Company well in excess of the amount
of fees paid by Client for Services rendered.
After the initial payment of $2,500 by Client, no further payments for
Services were made by Client.
Notwithstanding, Company is amenable to continuing to work with Client
in the provision of contracted for Services and resolution of his tax
matters. However, this would require
Client to bring his outstanding balance current.

Thank
you for providing Justice Tax with the opportunity to provide this
response. We look forward to a timely resolution
of this matter.

Respectfully
submitted,

Justice
Tax
Initial Complaint
Date:04/25/2023
Type:Billing 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 this company to help with my Maryland Comptroller debt. This company had my case since December 30, 2023. **** ***** was the person that processed my paperwork. He assured me with their services they would put in a stay so my tax refund wouldn't get intercepted also they will negotiate to get a lower tax debt. Which none of that turned out to be true. My case manager ***** said they call to get a payment plan. I would've never paid a company to do do a payment plan for me, I could do that myself online. The first day I signed up I had to put down a down payment of $300 and every month after that it $200 per month until I believe October. Since January it's been hard to get any information on my case. My case manager doesn't respond to until it's close to my payment due date which comes out automatically. I was also assured by **** ***** the company has hundreds of in Maryland and they have a close relationship with Maryland Comptroller. He told me they had direct numbers to individuals in the Maryland Comptroller which wasn't true
The lawyer I was told by ***** was calling the same numbers the residents call. ***** called me about a month ago and gave me a payment plan quote from the lawyer based on my original debt. I had to remind her my debt has decreased because my taxes were intercepted. ***** said she would call me back with another quote. That was a month ago. She call today and said before they close out my case I would have to pay 70% of their fee today which she quoted a little over $600. I don't understand paying a lump sum of I have a payment plan until October. Also she never even gave me a new quote. This company jerks you around doesn't call and give updates. They call at all you have to text them to find out about case and 98% of the time you will not be answered back. This company is scamming people out of their money by lying about what they can do for you and not working on your case. I would like to get of this contract and money back.
Business Response
Date: 04/27/2023
*** ******* *****
**** ********

**** *** ********

Thank
you for forwarding the written concerns of our Client, ******* ***** to our
office for review and response. Due to
the confidential nature of our Client’s financial and tax status, this response
will be limited to non-confidential matters. If you require additional information or response, please advise.

*** ***** became a client of Justice Tax (“Company”) on or about January 2,
2023. She presented with a tax issue
involving tax debt that she owed to the State of Maryland. After a detailed initial conversation with
the Debt Consultant and detailed review of her case by the Case Manager
assigned to her case, Client was contacted and advised as to the Services contracted
for and to be provided as well as a request for specific documentation and
information. Thereafter, Client did
return the requested Power of Attorney (“POA”) to Company and same was timely filed
with the State of Maryland.

Client
maintains that Company represented to Client that a “stay” would be issued
preventing collection on her expected Tax Refund as well as a reduction of her
debt. Respectfully, such is not the
case. Given the Client’s tax situation,
Company was able to negotiate a favorable Agreement with the State which was
affordable to Client on a monthly basis. This was discussed and cleared with Client before the payment plan was
finalized between the State and Company on behalf of Client. The Client was anxious to get this payment
plan in place as she needed to renew her automobile registration and license
tags.

Additionally,
Client maintains that the only time that she heard from Company is in
connection with a scheduled payment. Again, such is not the case. Because Client was on a monthly payment
plan for agreed to fees owed by Client to Company for Services rendered and to
be rendered, it is the policy of Company to contact Client each month with a courtesy
call/email/text reminding Client of the payment. Client was also advised that because Company
was awaiting response from the State and processing times may be longer than
expected, it may take a bit of time and that when there is an update, Client
will be contacted. This did in fact
occur and yes, Client was also contacted routinely with a “payment reminder”
but again this is the policy of Company. Further, of course Company is interested in being paid for Services
rendered. The fees for Services and
timing of payment do correspond with the payment plan between Company and
Client. This is for the benefit of the
Company (performing Services in connection with payment) and of the Client
(paying for Services as they are being performed).

Company
actively (and successfully) negotiated an acceptable payment plan with the
State to satisfy the outstanding debt owed by Client and which was required to
be complied with in exchange for release of the State’s hold on Client’s
renewal of her registration and tags. Absent and unless Client was willing to pay
off her outstanding debt to the State in full, the best result for Client was
achieved, to wit: an acceptable payment plan to allow Client to satisfy her
debt in exchange for a release of her registration and tags. At no time material hereto did the Company or
any representative advise the Client that any tax refund she may have been
eligible for would not be jeopardized and taken by the State to satisfy the
outstanding obligation absent payment by Client to the State. At all times material hereto, Company was in
contact with Client despite the fact that Client did not like the answer that
was given. Additionally, at all times
material hereto the Company remained (and still remains) ready, willing and
able to provide any additional Services to Client and will accommodate Client
with respect to payment for such Services.

Thank
you for providing Justice Tax with the opportunity to provide this
response.

We
look forward to the resolution of this matter.

Respectfully
submitted,

Justice
Tax

Business Response
Date: 05/30/2023
*** ******* *****
**** ********

**** *** ********

Thank you for forwarding the additional communique sent by our Client, ******* *****, to your office inquiring about the status of this matter.

As we have advised in our response to Client’s initial inquiry to the BBB, Company has in fact completed the work and services that were contracted for. We are just waiting for Client to bring her outstanding balance for Fees due and owing to Company. Once received and Client’s account is current, Company will be able to close out this matter for Client.

Representatives of Company have reached out to Client and this discussion is ongoing. Client is requesting a refund for fees paid to date. This is not in accordance with the Client Services Agreement entered into by and between Company and Client and given the fact the Company has completed the Services contracted for, the requested refund is not justified nor due and owing. Company representatives contacted Client today to discuss an amicable resolution. Unfortunately, Client was very abusive on the phone with the representative. As a result, this has made it difficult to try to work with Client to resolve in a manner that is in the best interest of and fair to both Client and Company.

Again, at all times material hereto the Company remained (and still remains) ready, willing and able to provide any additional Services to Client and will accommodate Client with respect to payment for such Services.

Thank you for providing Justice Tax with the opportunity to provide this response.

We look forward to the resolution of this matter.

Respectfully submitted,

Justice Ta
Customer Answer
Date: 05/30/2023

*** ****** ** ** ******** **** ****** ** * ****** *** **** **** ** * ****** *** *** *** ********* *** ********* ** ** ****** ** ******** **** ********* **** ** ****** **************** *********

********** ********

I am rejecting this response because: The representative became aggressive breaking his professionalism when I didn't agree with receiving a contract and a ridiculous lump sum percentage that I was told was in the contract by ***** (case manager) and himself. I was upset from the start because this business is a scam. Once he broke his character I said " bye bitch". I will never deny any action from me. Also I did my own work and secured a payment plan with Maryland Comptroller for $100 on the first call. This company told me $264 a month is the best they could do based on $13,000. Let I said before I had to remind ***** I No longer owed $13,000 and I suggested she look back at the documents she received me. Once ***** called me back she never gave me a second payment plan price she went into talking about 70%to close my case. My case wasn't closed I never received another price or was I told about having to submit a 10% down payment to Maryland Comptroller or what the next steps would be. As stated prior the company is a scam an earned my business on false policy and practices. I'm still requesting a refund and I would like for the BBB to warn perspective customers this company is no earnest in their practices and the little they say they are doing is extremely incompetent for a professional tax service.

Regards,

******* *****
Initial Complaint
Date:04/13/2023
Type:Service or Repair Issues
Status:
AnsweredMore info
Complaint statuses
Resolved:
The complainant verified the issue was resolved to their satisfaction.
Unresolved:
The business responded to the dispute but failed to make a good faith effort to resolve it.
Answered:
The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
Unanswered:
The business failed to respond to the dispute.
Unpursuable:
BBB is unable to locate the business.
I hired this company in April of 2021 and have been working with them since that date. Now they will not answer my phone calls or emails or texts messages. They haven’t accomplished anything at all and I have paid them a sizable sum to help me with back taxes.
Business Response
Date: 04/19/2023
*** ******* ** ******** ***** *** ****** ** **** ******
*** *** ********

**** *** ********

Thank you for forwarding the written concerns
of our Client, **** ***** ********** for review and response. Due to the confidential nature of our Client’s
financial and tax status, this response will be limited to non-confidential
matters. If you require additional
information or response, please advise.

Upon receipt of
the instant inquiry representatives of the Company reached out directly to ******** ***** and are working directly with her to remedy the current matter and move their
case forward.

We look forward
to continuing to work with Client in the provision of contracted for services
and resolution of their tax matters.

Thank you for providing
Justice Tax the opportunity to provide this response.

We look forward
to the resolution of this matter.

Respectfully
submitted,

Justice Tax

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