ComplaintsforKey Tax Group

• Initial Complaint

  04/05/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I contacted this business to review a few years of taxes (2017 - 2021) we discussed applying for an abatement and setting up a payment plan with ********** I couldn't get in touch with the *** after numerous attempts. We were quoted 500.00 I reconnected with them approx 8 months later to hire. Was then quoted 1800. Took the company about 10 months to perform after several calls from me to update on the status of the job . We talked early 2023 they asked if I just wanted to include 22's taxes. I said how much. They said 200. I agreed. Got the paperwork to review the plan and requested at that time an itemized review of what was performed. I haven't receive that as of yet. Got 4 certified letters from the *** stating "intent to terminate payment plan", called them and talked to a miss ******* # *********** 9am who stated the tax year 2019 was done under my husband and the other years were under my name so that year wasn't included in the payment plan. We got disconnected and I called back and talked with ******* #********** 9:24 am who stated the exact same thing. So we resolved the issue by setting up a new plan to include 2019 and I was charged a revision fee. I then called the company that dids the taxes to relay that information and request a refund of the revision fee. The response from 2 of the employees were "that's not our fault abs we aren't responsible" from lisa and my assumptions are incorrect, we (my husband and i) defaulted and we are not obligated to pay you anything due to you not making payments on your account from ***. They processed my payment plan and never sent me the itemized account of what was performed.

  

  Business response

  04/05/2024

  We explained to this cleint that we set up the resoplution with the *** with all years included. The *** will not allow installment agreements without including all balances. The cleint received a ***** notice for NONPAYMENT of the installment agreement and attempted to blame us. In addition she never paid us $2,000 and is not entitled to any refund whatsoever. The *** does not stop interest and Penalties. This was explained to her as well. I have included the service agreement and the resolutionb notes as well.

   

  Comment posted by ***** ***** on [Fri Mar 24 02:50 PM 2023]:
  Last Action Was:
  I called the *** and spoke to agent #**********. I set up the Installment Agreement for $106 a month with payments due on the 28th of the month. The first payment is due on 5/28/23 and the set up fee is $225. The current balance on the account is $6,506.75. The client is not eligible for a first time penalty abatement. The agent could not figure out why. I called the client and lvm, emailed them, and texted them concerning the ***
  
  __________________________________________________
  Next Action Needed:
  Nothing further. This case can be closed.

• Initial Complaint

  02/20/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  Operated in incredibly bad faith by taking $500 from me for two tax years and filing both years incorrectly costing me around $6000 in refund money and then refused to go back and fix their error. I called the owner, RON, who refused to talk to me to my amazement and then his ********** ***** gets on the phone and tries to gaslight the entire Situation. Absolutely terrible, buyer beware and avoid.

  

  Business response

  02/20/2024

  Client engaged our firm in 09/2022 to prepare and file his 2020 & 2021 *** * ***** returns, Client had Schedule C expenses that we needed to substantiate in order to lower his tax liability. I have attached the communication from the client in regards to that issue. Client stated that he didn't have what we needed and we had to prepare the return based on what was given, We completed the tasks 100% as contracted. Client didn't disclose any issues whatsoever in fact he was going to hire our firm to prepare his 2022 returns and was supposed to call in with the card info he wanted to use to pay for the services but never called back. Client called in 02/19/2024 stating that he paid us thousands of dollars which is not true. I have attached the service agreement showing what he paid for and proof of the returns that were prepared and sent to him in 2021. Client was upset that I instructed the intake paralegal to explain things to him. Client stated that he wanted us to prepare only the state returns and I we explained thats not how tax prep works we have to prepare the fed returns and the state return is generated upon completion of the fed return. This client is not entitled to any refund as 100% of the services have been provided. If there was an issue the client never stated so back in 2022 when we completed his returns.

• Initial Complaint

  09/15/2023

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I paid Key Tax Group $295.00 in July 2023 to assist me with state tax issues in which I was initially advised that I would pay $160 a month for 12 months. As time went on until 09/13/2022, I was advised that I owed taxes for other miscellaneous years I knew nothing about in which Key Tax group provided no proof. Subsequently, I was told that I would owe a substantial amount of money if I didn't provide tax retur**. I did provide tax retur** and was notified in an unprofessional manner by ***** ****** that she only wanted **** and not tax retur**. I then contacted my state tax collection and it appeared that I only owed for ONE year and substantially less than what this business advertised. I then contacted Key Tax group and demanded a refund ($295.00) for lack of progression since July when I was told no refund would be given. I will continue to fight until I rightfully receive my refund.

  

  Business response

  09/15/2023

  Client hired us to assist him with an AL State issue. this was on 08/07/2023. When we contacted the state we were notified that the client had a compliance issue what he state that needed to be addressed. What we needed in particular were his W-2 with holdings to comply with what the state was requesting. The cleint sent a copy of the return sa** ****. ***** informed him of what she needed. I have included the email below for reference.

  Comment posted by ***** ****** on [Wed Sep 13 03:25 PM 2023]:
  EMAIL TO CLIENT:
  
  
  From: ***************************
  Sent: Wednesday, September 13, 2023 3:25 PM
  To: ************************
  Subject: 2012, 2013
  
  The information you sent is not what I asked for. I asked for the state withholding information for 2012, 2013. I need the W-2's not tax retur**. You sent me the federal tax retur** for 2012, 2014, 2016. Please call me immediately.
  
  
  ***** ************ *******

  
  

  ****** **** 

  
  

  **** ***** *
  ************* ** *****
  
  info****************

  In addition the client has numerous issue with the state which he failed to notify us. see case analysis below.

  Comment posted by ***** ***** on [Tue Aug 22 01:11 PM 2023]:
  
  STATE COMPLIANCE AND RESOLUTION CHECK
  
  STATE: Alabama
  
  YEARS-FILING STATUS---RF, NF, SFR---BALANCE OWED-----------REQUIRED TO FILE
  2012-------------MFJ--------------------SFR------$2,818.74---------------Y
  2013-------------MFJ--------------------SFR------$2,031.53---------------Y
  2014-------------NA---------------------NF-----------0----------------------Y
  2015-------------NA---------------------NF-----------0----------------------Y
  2016-------------NA---------------------NF-----------0----------------------Y
  2017-------------MFJ--------------------RF-----------0----------------------Y
  2018-------------MFJ--------------------RF-----------0----------------------Y
  2019-------------MFJ--------------------RF-----------0----------------------Y
  2020-------------MFJ--------------------RF-----------0----------------------Y
  2021-------------MFJ--------------------RF-----------0----------------------Y
  2022-------------MFJ--------------------RF-----------0----------------------Y
  
  Total Balance=$4,845.27
  
  Is there a Revenue Agent?- No
  
  Who is on power of attorney? *** *** *****
  
  Balances: 2012-2013
  
  Retur** that need to be filed : According to the agent, 2014-2016 will likely have SFRs soon if not filed. The balances for 2013 and 2012 are from SFRs.
  
  Can we get W-2 information? If so how? Fill out and submit form 4506-W. $15 per year.
  
  What are payment plan terms? 24 Months. Any day of the month.
  
  Does payment plan have to be made ACH? If not where do we mail in payments? It is optional, and address is: Alabama Department of Revenue
  Collection Services Division
  ** ** *** *****************

   A

  * **********
  
  Is there a payment plan form? If so what is it? Collection Information Statement – **** ************ This is the closest thing Alabama has to a payment plan form.
  
  Is there a hardship/OIC process? Did we upload forms? Alabama does not have OIC.
  
  Is there a taxpayer advocate? What is phone number? Yes, ************
  
  Notes:
  I called the state of Alabama and conducted a case analysis. The client's balance for 2012 has a full garnishment order agai**t it, which we cannot do anything about. The client also has a balance for 2013. The agent suggested calling back on 9/15/23 because the garnishment order will be complete by then and we can move forward with the IA. In the meantime, the agent recommended getting the retur** for 2014-2016 filed. She said there would likely be SFRS soon for these years if the retur** do not get filed. The current balances on the account are from SFRs.

   

  Client called in stating he no longer wanted us to work on his file and demanded a refund, We explained that we are doing exactly what we were hired to do and he was not entitled to a refund according with he terms and conditio** of the service agreement he signed on 08/07/2023. I have attached the service agreement as well. Please let me know if you need anything else.

  Customer response

  09/15/2023

  Rejected. I have one balance according to the state. I want a refund.

   Complaint: ********

  I am rejecting this respo**e because:

  Regards,

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

  

  Business response

  09/15/2023

  read the tra**cripts this is from the state. You have numerous balances. No refund. please refer to the terms of your service agreement. We have done everything we were hired to do. You have multiple compliance issues with the state in which you failed to notify us,.

• Initial Complaint

  08/20/2021

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  On June 18, 2021, I paid Key Tax Group $1950 via my credit card to perform specific tax duties: 1.) Request waiver of penalties and interest on my 2016 tax return; 2.) Request tax payment reduction on my current 2016 tax agreement with IRS; 3.) Amend my 2017 tax return; 4.) Amend my 2018 tax return; and 5.) Amend my 2019 tax return. I provided all the tax documents requested by Key Tax Group on June 21, 2021 but the Key Tax Group has not performed the specific tax duties per our agreement. I have attempted to contact Key Tax Group since June 28, 2021, and each call, I was told that ****** ***** was out of the office or out of town. The only return calls that I received from Key Tax Group were after I filed my complaint with Capital One Bank disputing their charges. The Key Tax Group provided Capital One the tax documents that I provided them and the signed contract. The Tax Group did not perform any tax duties listed above nor any duties outlined in the attached contract.

  

  Business response

  08/20/2021

  The client wanted us to add his wife's information but she isnt a US Citizen and we explained to him that we needed her ITIN number. Everything else was ready except for that and we were waiting for the client to tender that to us. The cleint then decided to initate a charge back on fees which forced us to suspend his case. If he is able to send us his wife's ITIN we will be more than happy to resume the completion of the returns.

  Customer response

  08/20/2021

  [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: my wife is a US Citizen and her SSN is on the signed Service Agreement.  The Tax Group has never requested a penalty abatement from IRS on my behalf per the service agreement.  

  Regards,

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

  

  Business response

  08/27/2021

  We cannot submit the 843 form until the resolution is n place. We explained this to the client.

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