Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:05/30/2025

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid legal tax defense to help me with my back taxes. They charge me ***** up front I paid them every two weeks out of my bank acct. Until I reach *****$ they've not done anything for me. Telling me I breach there contract. I did I breach a contract I paid them. Now they want ans the phone.need help

  

  Business Response

  Date: 05/30/2025

  Mr. ****** we appreciate you reaching out regarding your concern. 1) We didn't charge upfront, we agreed to work your case file while you were making the agreed retainer payments because your limited financial circumstances. 2) Legal Tax Defense was representing you for specific tax periods. We cant cover you additional years outside of the original retainer agreement. However as a courtesy because of your hardship situation we agreed to represent you for ********* at no additional cost provided that the necessary documentation was submitted to our firm by September 16th 2024. We didn't not receive the appropriate stipulations to meet The *** deadline. Despite all of the above we extended the deadline with the group manager at The *** for you in good faith. Unfortunately because of the non-compliance and being responsible to pay for ********* (outside of service contract The *** was requiring you to pay). We are more than happy to explore other options as we mentioned over the phone. Please feel free to contact us.       

• Initial Complaint

  Date:02/03/2025

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Due to cancer, multiple surgeries and inability to work, I got behind on taxes. I ************* and my detailed information was obtained. I was assured they would be able to greatly reduce or eliminate my tax debt but all information would need to be reviewed and verified.(personal and business) A deposit and documentation of my information was submitted for review. I was then contacted and told my review was completed and again assured that my liability would be greatly reduced, likely eliminated. I paid the balance. Today I was informed that a payment plan was offered for the entire personal liability extending 72 months. I was able to go on the *** website and establish the same plan myself.I was also informed that the review of my business taxes was not done due to a signature issue on one of their forms. That means I was lied to when I paid my balance. How could *** tell me they could help if they hadnt even completed the review.I understand the time involved in the review process and dont begrudge the deposit, but the review wasnt even completed. I was decieved into thinking the review process had been completed and that *** could deliver on their claims. I feel this company is predatory.

  

  Business Response

  Date: 02/14/2025

  We have aggressively negotiated a federal resolution with The *** of $50.00 per month. This is a partial payment installment agreement. If you have disposable income of $2,469 at the end of each month it's visible to The *** your ability to pay something. However it's our responsibility to get you the best deal as our client. We are on your side and encourage you to connect with your legal representative so we can resolve this concern. The current deal is remarkable and we were able to achieve this based on your circumstances. We look forward to speaking with you.   
  

• Initial Complaint

  Date:07/11/2024

  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.

  Legal Tax Defense has solicited my personal cell phone, which has been on the National Do Not Call Registry since 2006, multiple times after asking them to stop. Do not do business with this group.

  

  Business Response

  Date: 07/11/2024

  Can you show us proof or record of the call(s) please. We do not wish to call you unless you inquired online, as we do not solicit for new clients. Seem like you may have the wrong group.

  Customer Answer

  Date: 07/12/2024

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  ***********************

• Initial Complaint

  Date:05/21/2024

  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 paid this company in full within the first 6 months of working with them and was told my case was very strong to get 100% relief based on multiple factors and that my case would be solved in 6 months to 1 year. That was over 2 years ago and they are still not solving my case with the **** I literally just got pushed to another account manager, this is number 4 now, who asked if I wanted my case put on hold!!!!!!!!! because I didnt earn any income in 2023 and have no W-2 or 1099 to file/fill out a tax return. I cant believe this is happening when *** paid them in full and theyve had my case since ***** and the only reason I hired this company is because a top notch manager, *********************, said he would be personally following my case through to completion but now doesnt work there anymore. Ever since he left the company, it feels like I get zero priority and zero help with my case. I was told by *************************** who works in the compliance department that my case should be resolved in the next month or two and that 100% of my debt should be relieved based on all the factors they look at, but that was 4 months ago now and again its like Ive been totally forgotten about until this new case manager asks if I want my case put on hold!!!!. And to this day this company is still not solving it and keep giving me different account managers. Im beside myself after this latest person asked if I wanted my case put on hold. Why would I want that when this was supposed to be done years ago and theyve already been paid in full. How unprofessional and rude. I cant take anymore of the unfulfilled promises different people from the company keep telling me and then nothing happens, the deadline they tell me comes and goes and I receive zero communication on what happened and whats going on now to get this done since another assurance turned out to be a lie. Id like to know if I should hire an attorney to *** this company because this is causing me severe hardship.

  

  Business Response

  Date: 05/31/2024

  We resolved this issue

• Initial Complaint

  Date:05/06/2024

  Type:Sales and Advertising Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I hired this company to help me with my tax debt in 2021, til this day nothing has been resolved on behalf and I had to contact the *** myself today, 5/3/2024 because I continued to get collections notices and wasn't sure why when this company was supposed to be working on my behalf. I was told by the *** today that no one from this company has contacted the *** on my behalf since Dec 2022 and at that time it was just to ask for a 30 day hold. This company made promises to get my debt lowered which is why I signed up in the first place and after getting my money, then I was told there was nothing that could be done from them besides make payment arrangements something that I had to eventually do with the *** myself since no one contacted them. May I also add the payment arrangements I made with the *** are alot lower than what this so called tax company offered to set up for me. In this 3 year time frame this company has done absolutely nothing for me besides pass me around to person to person. Ive had multiple people so called working my case and none of them are knowledgeable as to what is going on. I have truly been scammed and it's devasting to take advantage of people who are going through something as scary as *** tax problems.

  

  Business Response

  Date: 05/06/2024

  We just uploaded a copy of your tax return a few weeks ago and are dealing with IRS on the balance due. Please contact your case manager ****

  Customer Answer

  Date: 05/11/2024

   
  Complaint: 21664288
  
  I am rejecting this response because I have spoken with the multiple case managers Ive been assigned to as recently as last week and thats when I had to contact the *** on my own because this company has been incompetent handling my case. Its been more than 3 years with this company and still no resolution.

  Sincerely,
  
  ***************************

  

  Business Response

  Date: 05/16/2024

  This complaint is inaccurate. We have proof of the work completed on behalf of the client. Tax returns and all correspondence with the department of treasury. Please reach out to us directly so we can clarify  

  Customer Answer

  Date: 05/28/2024

   
  Complaint: 21664288
  
  I am rejecting this response because: the only thing this company did for me was to file a tax return! Obviously this was not a $4000 value. I was scammed and to make this right I am looking for a refund for amount paid subtracting the tax prep fee.
  
  Sincerely,
  
  ***************************

  

  Business Response

  Date: 05/29/2024

  While preparing tax returns we communicated with the department of treasury agents due to the open exam. This case was more complex than tax return. We have all documentation to back up this statement. The scam comment, name calling and bulling because of your buyers remorse now that your are out of the situation is completely unnecessary and could be deemed defamatory. We are here to provide you will any additional information or guidance on your case if needed. 
  

• Initial Complaint

  Date:05/03/2024

  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.

  This company told me i would have my irs problems resolved in 6 months and they are not doing anything. I have emailed over everything that they ask me for. and nothing is being done. i have asked for a refund but they will not return my money. they have not filed anything. just took my money

  

  Business Response

  Date: 05/06/2024

  We have filed tax returns and need documentation returned from the consumer regarding his identity theft issue with the department of treasury.

  Please contact us asap ************

• Initial Complaint

  Date:02/21/2024

  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.

  This is for the ***** *************** Legal Tax Defense branch in ****** **. I hired their service to help me with *** tax problem. I talk to one of their representative in September 2023 and told them I want to do Offer in Compromise, they worked on my case, had me filled up a OIC questionnaire which I didnt qualify but they didnt tell me I didnt qualify and just proceed to negotiate with *** to lessen the interest supposedly from 18% to 5% and they wanted me to set up a payment arrangement. All that time I didnt get any communication from them and Its really hard to get ahold of them when you try to call, the lady that answers always tells you that your case manager would call back but they never will, and its a different case manager every month. They emailed me every month to sign ***** of ******** letter cus they say it expired? I told them I didnt want this route as my initial plan is OIC but they wouldnt refund me because according to the manager they couldnt just give me a refund if im not satisfied with their service? Its not the service I wanted in the first place. I just want my $2,500 refund back. This company is really predatory and shady practice. I didnt sign anything that says I want to make a payment plan to the *** but they told me I did sign.

  

  Business Response

  Date: 02/22/2024

  We have a few options basised on the *** response. The Tax Payer mentioned he was in the process of amending his tax return. We ask that **************** contacts us back asap so we can continue to communicate with *** on his file

  Customer Answer

  Date: 03/01/2024

   
  Complaint: 21317777
  
  I am rejecting this response because:

  The already amended my taxes and signaficantly decreased my amount owed by at least 80% contrary to what they wanted me to do to just set up a payment arrangement. They are telling me I have an option now? They could have offered that option while they were working on my file. And the only option I ever wanted was the offer in compromise, nothing else, if I couldnt qualify they could have at least communicated with me and I would have stopped from there but they prolonged it knowing I pay a monthly payment. I didnt get any communication from these guys at all and its so hard to reach anyone in that office and if ever you did reach anyone they dont know what to do and always say theyre gonna let the case manager call back which of course it never happens.
  
  Sincerely,
  
  ***********************

  

  Business Response

  Date: 03/05/2024

  We would like the opportunity to work out an alternative federal resolution for you. Please feel free to connect with us immediately or one of our associates will be in touch with you shortly.     

  Customer Answer

  Date: 03/05/2024

   
  Complaint: 21317777
  
  I am rejecting this response because:
  
  Sincerely,
  
  ***********************

  this goes to show that Legal tax defense is an incompetitive company, they gave me the same response from the last time. I dont want your federal solution because you dont have one. You want me to set up a payment arrangement, thats about it. 

• Initial Complaint

  Date:02/16/2024

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  1/2000 - We reached out to Legal Tax Defense and was told they could help us and took our case with the **** However, till this day I have not received any decision regarding our issue with the **** We're only getting emails from so called Jr ******** asking if the *** has contacted us via mail etc. several times. Do these people even talk to each other? We've asked for a Fresh Start, but we have not received any response back regarding if we even qualify. This is actually our second time filing a complaint with the BBB regarding Legal Tax Defense. We just want them to get this wrapped up. My ex-wife and I want to be able to move forward without this financial burden, which is what we thought Legal Tax Defense would help us with.

  

  Business Response

  Date: 02/16/2024

  We are actively working this case file on behalf of **************. We are still awaiting a response from IRS and advise the client to contact us with any questions or concerns. One of our supervisors with also be in touch within 24/48 hour of this inquiry   

• Initial Complaint

  Date:01/03/2024

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Paid 500 dollar to fix my taxes problem, now the dont answer my message or calling back

  

  Business Response

  Date: 01/13/2024

  Thank you for reaching out we take our customers concerns seriously. Our office was closed during the holidays and your customer service agent will connect with you within 24/48 hours. 

• Initial Complaint

  Date:11/28/2023

  Type:Service or Repair 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.

  $500 was paid to Tax Defense Group on **** of ************ credit card 8/31/23 from myself *******************. I never received any services. Not only did I not receive any services, the *** billed me a new bill I did not have yet for $682 in response to Tax Defense Groups new payment to file my taxes. So right after paying $500, I get another fast bill for $682. Im low income and usually spend only $20 to $30 for food and fuel so these two fees are past my budget. Im just a delivery driver having worked at Uber and Postmates. Im hoping this company will refund as standard. I also hired and paid ******************* but when they only had Spanish speaking representatives in my area, they politely and promptly refunded $295 back to my credit card. With Tax Defense Group, I hope someone will refund my **** card. The Spanish representative I got ********************** has an accent even though hes bilingual but its too difficult for me to understand and past my ability. I cant tell if the payment is missing or what has happened to the $500 given to them. My feelings are hurt. The company says it handles both federal and state taxes but then later told me that they only do federal, not state. Federal and State were not even the issue for me. For me, after the payment I got an agent who was Spanish speaking and didnt render any at all type of legal service. I did not receive any product or service after the $500 **** payment and it was supposed to be about a years worth of tax service. I hope the business Tax Defense will come to a resolution with me and offer a refund.

  

  Business Response

  Date: 11/27/2023

  This is not a client. The submitted documentation show the person hired Legal Tax Defense ? That is not our company.  This is a person who got scammed by someone else. 

   

  Please remove this. 

  

  Business Response

  Date: 12/07/2023

  Legal Tax Defense takes any consumer complaints seriously. This taxpayer hired our company for a Discovery Tax Investigation. After the client signed the service agreement along with the ***** of ******** we conducted & completed this service with the ********** of ********* The consumer is has not filed their tax returns for multiple years (a non compliant tax payer). Due to our privacy policy we can not disclose anymore info here on the BBB. This is a frivolous complaint and the client may have a case of buyers remorse because she does not want to pay anyone to conduct this additional service. We are here to figure out what the tax problem is through a discovery and provide a plan of action. You can always take the Discovery Results to another Tax Doctor if you are not happy with the diagnoses or prescription.   

  Customer Answer

  Date: 12/08/2023

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me. I will find another tax doctor. I do not want to continue with the same company and will find a different doctor to get tax help. 
  
  *******************************************