Complaints

This profile includes complaints for Anthem Tax Services's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Anthem Tax Services

  32133 Lindero Canyon Rd Ste 200 Westlake Village, CA 91361-4234

  
• 

  Anthem Tax Services

  638 Lindero Canyon Rd Oak Park, CA 91377-5457

  
• 

  Anthem Tax Services

  9 Executive Cir Ste 150 Irvine, CA 92614-6796

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:09/26/2025

  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.

  I contacted Anthem Tax July 15th 2025 in regards to my outstanding tax issue. I was onboarded by a gentleman named J*** and *********@anthemtaxservices.com. I paid them $500 to help resolve my tax issue. I was advised that they were launching an investigation and would resolve my issues. As of today they have not contacted the IRS but asked me to give them $2900 to review my paystubs. When I spoke to Jack today he did not know who I was and wanted to take me back through the initial process. When I asked him were they ever planning on calling me or touching my files as well as my money back all he could do was say he is sorry but if I gave him $1400 he would start researching my files AGAIN. They never ordered my transcripts or anything

  

  Business Response

  Date: 10/03/2025

  We here at Anthem Tax Services take consumer concenrs very seriously.  Infact,  thsi client made numerour complaints on several different platforms.  The issue was resolved and we received this complaint after the client signed a refund agreement.  (There is a delay). The client removed her complaints on all other platforms. We consider this complaint resolved.  We are sorry for any inconvienece this may have caused the consumer. 

• Initial Complaint

  Date:09/02/2025

  Type:Customer Service 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.

  We paid Anthem to help negotiate our tax problems and the interest and penalties. They assured us this was what they do on a daily basis. We have repeatedly been asked for the same information and nothing has progressed with the taxes. Now we are facing a levy by the IRS. We just want some progress toward what was promised.

  

  Business Response

  Date: 09/03/2025

  We here at Anthem Tax take consumer concerns very seriously.  Upon receipt of this concern, we immediately reached out to this consumer.  We believe we have resolved this issue. 

  Customer Answer

  Date: 09/15/2025

  
  
  
  
  I am rejecting this response because:

  This incident has not been resolved. The company had someone in managment call on Monday and said that he would personally handle the case. He has done nothing as of today. We still have issues with them returning calls to answer the question "Where are we at?"
  
  
  
  Regards,
  
  
  
  T**** ******
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  
  

  

  Business Response

  Date: 09/18/2025

  We now believe this complaint has been resolved to consumer's satisfaction. 

  Customer Answer

  Date: 09/18/2025

  
  
  
  
  I am rejecting this response because: they have still done nothing in an effort to contact the IRS on our behalf. They did call and talk to my husband and told him we needed to pay for a higher level of service well he paid them and then we went until I rejected their response that everything had been resolved with that one phone call. Yes they called him but they have not taken any action that was promised to us in the beginning. We are going to sit and wait for them to take action and the IRS will put align on our property which we have worked hard for and have it paid off.  I do not understand how they can say something is resolved and yet they have taken no action at all. So I guess their intentions are just to string us along until we start to lose things to the IRS. Do what you promised to do in the first place or at least start taking some kind of actions to show you are trying to keep your promise to hard working people. My husband tries to see the best in people and sometimes the people are just not good. 
  
  
  
  Regards,
  
  
  
  T**** ******
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  Customer Answer

  Date: 09/19/2025

  This issue seems to be resolved at this time. The company is communicating with us.

  Thank you 

  T**** ****** 

• Initial Complaint

  Date:08/28/2025

  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.

  I contacted anthem to help me with a tax problem that an ex-wife had left me. Everything started out very fine once they were paid. I didn’thear anything from finally contacted them and the guy pretty much told me that what I could do and how much I was gonna have to pay and it was nothing more than what I could’ve went ahead negotiated with the IRS myself so I wasn’t happy. Contact my case manager told her I wasn’t happy with this and that if this is all I can do I get a refund. Couple weeks wentby no word no reach out finally contacted them talk to the lady. She was super nice. Miss ***a got me to another guy and this guy started in all you can do this. You can do this well no it’s not what I understood what’s happening. I wasn’t happy with that resolution told him I wasn’t happy and he pretty much told me that’show it’s gonna be in a discussion and that I didn’t need to get cute with him. When he did that, I became agitated Very unprofessional. The only one professional about was Lisa Marie.

  

  Business Response

  Date: 09/12/2025

  We here at Anthem Tax take consumer concerns very seriously.  As soon as we were made aware of this consumer's concern, we immediately reached out to try to remedy the situation.  We are currently in the process of resolving this issue.  Consumer, we are well aware that this issue has not been resolved yet, and we are diligently working with you to try to do this.  However, we have reached out time limit with the BBB to respond.  You will now be receiving an email from the BBB asking if you are "Satisfied."  Clearly you are not as we have not completely resolved this issue. We hope to resolve this issue with you soon. Thanks

• Initial Complaint

  Date:08/01/2025

  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.

  Contacted them on July 19th to help with my tax debt and they said they would contact the irs and stop the levy from going on my home. I've tried reaching out several times and nobody will respond. They had me take out a loan for $7k and they still have not responded and the irs said nobody but myself has contacted them. They are a scam and their business should be shut down immediately. With all these complaints I wish I would've came here first but like others I felt hopeless and desperate and they took advantage and put me further into debt and took my money and ran with it.

  

  Business Response

  Date: 08/05/2025

  We here at Anthem Tax take consumer complaints very seriously.  Upon receiving this complaint, we immediately reached out to the consumer to the address this issue.  In fact, we have been trying for the past 5 days to connect with this consumer.  We have over a dozen attempts and have yet to hear back.  We ask for the BBB's assisatance to help encourage this consumer to contact us back.  

  Customer Answer

  Date: 08/11/2025

  
  
  
  
  I am rejecting this response because:

  I have sent a communicate to B**** ******. Please see the below message 

  
  

  
  

  Yes, please, I would like to cancel. Please send written confirmation of cancelation.   

  
  

  I reached out to you multiple times for a period of 2 weeks with zero response. 

  
  

  I had a response due date of 8/4 to the IRS. On August 1, against a deadline, I decided to take matters into my own hands. I contacted the IRS and was told nobody, but I had contacted them regarding my account. 

  
  

  Your company was quick to have me sign a payment agreement, then went silent when I needed updates and confirmation of the services promised. 

  
  

  I thought you guys really cared and understood the seriousness of the situation. After complete silence for 2 weeks, I could see it was all just a ploy to get my money. 

  
  

  I appreciate you proceeding with the cancelation process. 

  
  
  
  
  Regards,
  
  
  
  R**** ******
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  
  

  

  Business Response

  Date: 08/12/2025

  I wanted to follow up as I haven’t heard back from you after my last email. To be clear—once you filed your BBB complaint, your file was assigned to me for resolution. Since receiving it on August 1st, I’ve called, emailed, and texted you and your wife every business day. Yesterday was the first time I heard from you, and I’m still having difficulty getting a full conversation with you.

  This morning I called both numbers we have on file, but each went to voicemail, and both mailboxes were full.

  If you wish to cancel, that’s not a problem. If you prefer not to have a direct conversation, I can simply request a breakdown of service from Anthem. This is a chronological record of all activity on your case, along with the hourly rates for that work. Once calculated, if there is any unused portion of your retainer, Anthem will return it to you.

  With your permission, I can request that document today. Please let me know if you’d like me to proceed.

  Thank you,

  Todd Lewis

  
  

  
  

• Initial Complaint

  Date:07/22/2025

  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.

  Complaint: Failure to Deliver Promised Results, Breach of Money-Back Guarantee, and Poor Service
  
  I’m filing this complaint due to Anthem Tax Services’ failure to improve our tax situation, as promised. Over two years, our debt grew from $78,000 to $90,000, and our IRS monthly payment rose from $750 to $1,200—despite paying nearly $9,000 in fees for what has amounted to a worse financial situation
  
  We chose Anthem over other firms because of its heavily advertised Money-Back Guarantee. That guarantee has not been honored, even though our outcome is objectively worse.
  
  Throughout the process, we experienced chronic mismanagement: missed meetings, poor communication, and no urgency. We were asked to resubmit the same financial documents four times, inflating billable hours now used as an excuse to deny our refund.
  
  Anthem advised us to pursue an Offer in Compromise (OIC) based on a documented medical hardship. We were told a $23,000 settlement was likely, and liquidated retirement funds—incurring a $9,000 tax penalty. The OIC and appeal were both denied, with no results after multiple submission cycles.
  
  When we finally requested a refund, we were told "expenses needed to be offset," and offered only a $1,500 credit, which is unacceptable given our worsened position and the Money Back Guarantee that led us to choose Anthem.
  
  I am formally requesting a full refund of the fees paid. Anthem failed to deliver results and did not honor its written commitment.

  

  Business Response

  Date: 07/30/2025

  We here at Anthem Tax Services take consumer concerns very seriously.  Upon receiving this concern, we immediately reached out to the consumer and our currently still attempting to resolve the situation.  Unfortunetly, because things have taken a little longer than anticiapted, we have reached the end of the time frame allocated by the BBB for us to solve this issue, and we are forced to answer this inquiry prior to the issue being resolved.  Consumer is now going to get an email asking if they are satified with the outcome, however, its obvious they are not becuase we are still going back and forth..  Consumer,  feel free to take your time responding to this new emai;.  We will get this worked out.  

   

  Thanks

  Customer Answer

  Date: 08/04/2025

  
  
  
  
  I have reviewed the response made by the business in reference to complaint ID 23636838, and find that this resolution is satisfactory to me.
  
  
  
  
  Regards,
  
  
  
  M*** ******
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

• Initial Complaint

  Date:07/21/2025

  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.

  On 4/21/2025 I paid anthem $500 for a promise to lower or remove my tax debts ($20000); also promising some type of resolution within a 90 day period.
  
  5/2/25 They asked for forms and I sent all forms and paperwork the same day.
  
  In the past 90 days I’ve received lien letters and interest has accrued through the entire 3 months. Not only am I going through the stress of life; I now have to go thru a mental breakdown unknowing the certainty of the help I tried to ask for.
  
  As I call weekly to get an update I continuously get told my forms are with the tax preparer with a brush off answer to make it sound sweet even though I’m going through a real urgent matter.

  

  Business Response

  Date: 07/23/2025

  We here at Anthem Tax take consumer concerns very seriously.  Upon receiving the complaint, we immediately reached out to this consumer and believe we have resolved the issue to consumer's satisfaction. 

• Initial Complaint

  Date:07/09/2025

  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.

  Date of Transaction: January 2025
  Amount of Money paid: $2900.00
  The business is a tax resolution company
  The nature of the dispute is I have spent this money looking for help with my 2022 tax bill, with the IRS. The company agreed to bi-weekly communications which they have failed to do. I had to contact the office myself for updates, at times months had passed without any communication. I called and FINALLY got a person on the phone and switched to another case worker, and the same exact thing happened again, the solution I am looking for is a refund so I can take my business elsewhere.

  

  Business Response

  Date: 07/11/2025

  We here at Anthem Tax take consumer concerns very seriously.  As soon as we received this consumer inquiry we immediately reached out to consumer.  We believe that we have resolved this issue to consumer's full satisfaction.  We apologize for any inconvienece this issue may have caused. 

• Initial Complaint

  Date:06/13/2025

  Type:Customer Service 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.

  Wish I could give it zero stars if I could. I asked for a refund of my $1500 and disputed it with my bank. NO WORK WAS DONE on my file at least to my knowledge when I requested the refund. I am entitled to one if no work was done. I have emailed. I have called. Never got a correspondence back however they reversed the claim as if they rendered the service. At least if you're going to put my account in the negative and charge me for tax returns, the very least you can do is do my taxes and communicate with me that you're actually doing them. Do not do business with them! SCAM

  

  Business Response

  Date: 06/23/2025

  We here at Anthem TAx take consumer concerns very seriously.  Immediately after receiving this inquiry, we reached out to the consumer and are in th process of resolving this issue.  We apologize for any inconvienece this issue may have caused for this consumer. 

  Customer Answer

  Date: 07/01/2025

  
  
  
  
  I have reviewed the response made by the business in reference to complaint ID 23463091, and find that this resolution is satisfactory to me.

  The issues has been resolved with the company.
  
  
  
  Regards,
  
  
  
  C***** *****
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

  
  

• Initial Complaint

  Date:06/09/2025

  Type: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.

  I contacted anthem tax services after receiving a tax bill for roughly $86,000. I paid anthem roughly $9,300 to help resolve the debt and at least remove any penalties or interest that were accrued.
  
  I originally contacted anthem on March 3rd 2025, and was told my case would take approximately 3 months to complete. However in that period of time anthem has done nothing to contact the IRS or begin negotiations.
  
  I had submitted all financial documentation and followed every request that was made by anthem. I inform them at the time of the call that I was on a current payment plan from a previous tax year, therefore a resolution need to account for both my current tax issues and previous tax years payment plan.
  
  The first thing anthem would say is that they would put my debt in a non collectible status. They never did that.
  Then after a phone call with the company after I explained that I had paid the tax because I did not want to accrue anymore interest or penalties.
  
  My experience with anthem makes me believe that this is a scam service. It
  
  They will happily talk to you about resolving your debt and makes it seem like everything is sunny and roses. But when it comes down to it, anthem simply does not deliver on it's contract.
  
  I even had a phone call with Brandon explaining that I had paid the debt down, and was looking to retrieve penalty or accrued interest. However to this day I am still receiving emails from Alexis a week after this phone call requesting financial documentation that is not necessary.
  
  My only remedy for this situation is to provide a refund. Please have the complaint doctor call me as soon as possible so that we can resolve this to my satisfaction.

  

  Business Response

  Date: 06/16/2025

  We here at Anthem Tax take consumer concerns very seriously.  Upon receiving this inquiry, we immediatly contacted the consumer.  It would appear  that while not yet finally resolved,  the issue has been addressed, and is on its way to be completly resolved to the consumer's satisfaction . We apologize for any inconvienece. 

• Initial Complaint

  Date:06/04/2025

  Type: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.

  When I enrolled with Anthem Tax Servicesin February 2025, they made a promise to negotiate a lower tax debt to the IRS. I have been sending documents back and forth to them for months with no movement, and Carlos Ibarra has been mostly non-contactable. Any time I ask them anything they give canned responses and vague information. The balance they say I owe is significantly more than what the IRS portal states.
  
  They have asked for additional arbitrary fees to the point their fee is more than the penalties that the IRS has assessed to me. They have done work of zero value essentially and I do not trust them.

  

  Business Response

  Date: 06/09/2025

  We here at Anthem Tax take consumer concerns very seriously.  Upon receiving this inquiry, we immediately reached out to this consumer.  We believe this issue has been resolved.