Pathway Properties

From: "[redacted] z" <[redacted]@victorytaxsolutions.com> Date: Mar 10, 2017 12:56 PM Subject: Re: contact info To: "[redacted]" <[redacted][email protected]> Cc: Thank you Sir.   On Fri, Mar 10, 2017 at 12:47 PM, [redacted] <[redacted][email protected]> wrote: So I did call them and left a message with them waiting to hear back or try again on my lunch    On Mar 10, 2017 9:07 AM, "[redacted]" <[redacted]@postman.io> wrote: [redacted],    Thank you for taking the time to speak with me this morning.  Below you will find all of my contact info if you ever need it.  Additionally, please respond to this email when you have revoked the complaint to the Revdex.com so I can finish my end.    A check will be mailed to you in the amount of $597.50 on Monday.   Continued Excellence,    [redacted], Vice President Victory Tax Solutions, LLC [redacted]
[redacted] P: ###-###-####  /  F: ###-###-#### www.victorytaxsolutions.com

We spoke with client and she is going to withdraw her complaint as we have reached an agreement.  There was a number of things that led to the client being unhappy, however, most of them were based around communication and responsiveness from the client.  Our attempts to collect the...

documentation required from the client led to our inability to close the file in a quick manner.  Both parties are accepting ownership and VTS has agreed to refund a fair portion of monies to the client.  Client is now happy and retracting her previous complaint.

Spoke with client.  He is going to remove complaint as it was unfounded. Victory has agreed to return 50% of $1195.00.  Consumer is happy.

[A default letter is provided here which indicates your acceptance of the business's response.  If you wish, you may update it before sending it.
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
[redacted]

[redacted] came on board as a client 4/21/16 for an investigation into her back tax issue ($695).  At that point she was assigned to our lead tax attorney [redacted] who began investigating the issues.  The findings of the investigation were that Ms. [redacted] had a federal liability of...

$57,584.48 and a state liability that was unknown due to unfilled tax years and non-payment of income tax while working as a contractor.  Once the findings were relayed, the client was advised that we would need to do the following.  1. Prepare and file 2015 for state and federal.  2. Pursue the following resolutions: a. State: agreement for tax year 2015.  b.  Federal - non-collectible status or an affordable arrangement based on the new balance.  3.  Set taxpayer up for Estimated Tax Payments on self-employed income to avoid this problem occurring again.  4.  Prepare and file 2016 tax return to maintain compliance.  5.  Monitor the situation for 12 months to ensure compliance and avoid any fall out caused by taxpayer.  Ms. [redacted] agreed to the desired outcome and we were to move forward for a total amount of $4,800.00.  VTS agreed to being working full steam ahead on the case for $1,500 down towards the balance on 5/16/16.  A hold on collections was requested to protect the taxpayer from any aggressive collection measures at this time while the attorneys notified the agencies of our strategy on how we were going to rectify the situation.  The returns have been completed and sent to the client.  Negotiating balances and arrangements based on the return and safeguarding of the clients interest have all occurred.  On Friday Jul 8th the client notified our office via email that she didn't have a working phone and may not for the foreseeable future and was heading out of town.  She asked that communication be relayed via email.  Our office complied with the request and kept the client updated via email as requested when required.  Often times in our business we hurry up to wait....meaning that we will do work to have to wait on an agency or a client for documents or information to complete the work.  Then sometime during the process and additional email of [redacted]@gmail.com was relayed as a new or additional means to contact besides the [redacted]@bwxt.com which was the original email on file.  The only delay we experienced on our end was when [redacted] waited to respond because he was waiting on communication back from the IRS over a specific question or piece of information.  During the course of interactions via email the client displayed bouts of happiness regarding how pleased she was with us and the work we were doing and then ultimately frustration because her belief is that she wasn't getting the attention that she deserved.  [redacted] immediately stepped in to make it right, however, communication was still expected via email and conveying the complexity around this proves to be difficult.  To this point all of the work minus the final resolution (which is three days from complete once the 2015 return is complete).  At no point during the clients time with VTS was the client in any danger of collections or complications around her case.  Our desire is to complete the work that we started as we are only 3 days out once we have the final return in our hands.  Fortunately, the perceived lack of communication by the client never impacted our ability to deliver the exact results that we promised and were paid for.