Platinum Tax Defenders

Review: We hired Platinum Tax Defenders to resolve our IRS issue in the fall of 2014. We spoke to L[redacted]. Everything seemed fine in the beginning. Our initial investment was for $1500 to set up a power of attorney for them to speak with the IRS on our behalf and to get the liens removed and take us out of collection status, which they did. They told me the resolution process would cost $7560.00. They assured us everything looked like a simple resolution. I gave them $1000.00 on a credit card mid May. We even spoke with the owner, S[redacted] who said the time is getting close and we need to get moving. Once things were ready to go I sent them a check for $6560.00 on May 23, 2015 and faxed them 43 pages of Personal Info which they required. The next person we spoke to was C[redacted] who had taken over our account. A collection due process was set up for June 11th with their rep and the IRS. On June 26th I received a certified letter from the IRS stating that the IRS agent called Platinum for the meeting and received no answer. He left a message and never received a return call. We faxed the 4 page IRS notice on June 29th to Platinum asking what was going on and also called numerous times leaving messages. As of today July 3, we have not received any reply. This is so upsetting and believe we were scammed by them but can see that Revdex.com shows them as an accredited business. Do we have any options to be able to get our money back?Desired Settlement: Since the resolution cost us $7560 which we paid in good faith, we feel at least this much should be refunded since as far as we know, there has not been any resolution. I just can't understand how a business can do this.....Please help us

Business

Response:

To Whom It May Concern:

Simply put: I love these guys. They reduced my tax burden from 46K to 1K. Need I say anymore?

Review: I contracted Platinum Tax Defenders to help me resolve the issue of a Federal Tax Lien of 25K against my home at 10402 Lakeshore Dr, Apple Valley Ca 92308. This matter was never resolved and I was charged $3K I only paid $1500 attributed to the Federal Tax Board went into my bank account and removed $1195 in Feb 2014. I currently still have the lien on my home and can't get my a loan modification attributed to this issue.Desired Settlement: I would like partial ($750) payment back on the money I paid. I feel as if services were not rendered in this case.

Business

Response:

Platinum Tax Defenders’ experience with its client Ms. [redacted] was very pleasant. She was very kind to work with and talked with each of our employees with respect and courtesy. However, she was often confused about the procedure of working with the Franchise tax board and with the procedure of working with the IRS. The attorney working on her case, Mr. Dustin Wetton (not the salesperson, who was [redacted]), had tried to inform her on multiple occasions of what documents were needed, what steps had to be taken, and the process of getting to the mutual goal, however Ms. [redacted] continued to call in repeating the same questions, sounding confused, and never complied with the requests of Platinum Tax Defenders.

Ms. [redacted] came to Platinum Tax with IRS and CA tax debt. Upon the company’s initial contact with both entities, she was not in collections with either and was on a payment plan with the Franchise Tax Board. The type of payment plan established with the state was one in which a state tax lien had been already filed. As was explained to Ms. [redacted], the only way to remove a tax lien was to have the balance paid in full, and that luckily she qualified for a settlement based upon financial hardship and that if we prepare the settlement forms and that settlement is accepted by the state, once it is paid, the lien will be removed. We also explained the same for her even higher IRS tax debt.

The franchise tax board requests proof of IRS balances and also requests any offer settlements in the works with the IRS. Therefore, it was in her best interest to get the IRS offer in compromise out to the IRS first before the CA offer was prepared. These documents were prepared, and sent to Ms. [redacted] with instructions of what Platinum Tax Defenders needed to be returned to the company. These documents were initially sent to Ms. [redacted] on October 16, 2013. After months of phone calls, emails, letters, and discussions with Ms. [redacted], she slowly returned one by one of the required information and documents to the company. However, even till today, she had failed to attach the required IRS application fee that is needed to submit the offer to the IRS. As was explained to her, as soon as that offer was mailed to the IRS and we received confirmation, we could move forward with the state. In February 2014, she attempted to make this check, but accidentally wrote the check to the Franchise Tax Board rather than to the IRS. Because of the length of time between the case being started, and the ability to gather the required documents under the necessary process, CA started collection actions in February 2014. Platinum Tax Defenders was successful in holding off these collections from 9/16/2013 until then, but could not hold off collections indefinitely if no actions were taken. This was once again all explained to the client, and she even responded that she understood she was taking a long time to return the required documents.

On February 20, 2014, Ms. [redacted] stated she would rather use her tax adviser to resolve this situation. The owner of Platinum Tax Defenders attempted to explain that she qualified for relief, that everything was okay, and what was needed and that the company could still proceed, but Ms. [redacted] responded that she would think about it and let the company know. That was the last thing the owner heard from Ms. [redacted].

As Ms. [redacted] stated she would think about returning, and as all the documents were prepared and almost collected in full from the client, Platinum Tax Defenders still has her case open and is still in retention of all of her documents. At no time did Ms. [redacted] call to Platinum Tax Defenders asking to resume, nor did she call asking for a refund. Platinum Tax Defenders has not heard from Ms. [redacted] at all since February 20, 2014.

Lastly, while Ms. [redacted] contracted for services totaling $3,000, at the time she cancelled, she had paid only $2,000. The remaining $1,000 was temporarily waived until Ms. [redacted] decided to resume services. The last payment was paid on January 15, 2014 in the amount of $500.

Platinum Tax Defenders is happy to do a partial refund to Ms. [redacted], even though the company believes she is confused about some things and wishes that she would have directly contacted the company prior to drafting this to the Revdex.com. The company will reach out directly to Ms. [redacted] to attempt to satisfy her concerns once more.

I would like to thank Platinum Tax Defenders ,for there help in settling my tax problem.I were treated me with respect,I found them very polite,honest,professional.they helped settle my tax dept from 22k to 750 dollars .I will recommend them to every one with a tax problem. John T. a.,tx

They knocked my $7500 tax bill down to $100.00 They stuck with me even when I was being stupid. Anyone with tax issues that they cant afford needs to give them a call. Thank you platinum tax defenders !!

Hello to anyone having to owe the the IRS. The IRS is scary when you've crossed them foolishly. I want everyone to know there is help. You are required to do your home work that's given you. Be diligent. In all request asked of you, act promptly as possible because there are items that are time sensitive. Stick with it. It truly worked for me. I was receiving calls from anonymous company's sounding harsh on my voice mail. Little did they know, I already had my debt taken care of by Platnum Tax Defenders. Everyone was friendly, and professional. I forget how I heard about them because I was so distraught at the time. That's why I choose the Revdex.com to do my review. To get the word out! Thank you Bill Cherry, Christen, Cecilia and Ari . From 14,000 plus, down to 100.00. Yes!!!!!! This is to new beginings. Thank you forever

I’m submitting this non-solicited review of Platinum Tax Defenders today on 2.27.2104. Actually in the interest of full disclosure, I wrote this on 2.27.14, and am submitting it in early March 2104. I had to look for some documentation so nothing here was inaccurate or incomplete, hence the delay in submitting it.

I want to talk about Platinum Tax Defenders at length because they have been a savior in our family’s lives this past couple of years.

If you want just the quick nuts and bolts: IRS bill in excess of $250,000… Settled for $3,754…

I would encourage you however, to take the time to read this entire review…because it’s all important and pertinent when it comes to these types of cases.

I’m not going to be the guy that takes two minutes to write a quick incomplete review, with no real content or helpful information. And I’m putting my contact information at the end of this review, because if my words are to become public, I’ll make damn sure I have the documentation to back them up… So feel free to contact me personally to talk about anything I’ve written here…. I’m not one of those it internet bashers or tough guys that write a bunch of total BS, just because they know they’re “safe” from anyone actually disputing what they wrote….good or bad…

What I am, is a good guy, probably a lot like yourself…, who was in business with his son, and we lost our business, our income, and now I’m in failing health, and struggling to afford gas money for my tank, and food money to eat…., much less trying to deal with the IRS, or find a way to pay them a fortune that we don’t have…

I intend for this to be very detailed, because people who are considering doing Offer in Compromises with the IRS, need to understand the process, and also the timelines and time-frames involved with these deals… Many people are led to believe by other companies who claim to be “experts” in the field of IRS negotiations, are taken advantage of by unscrupulous businesses who are only in this business to turn a profit….., regardless of the outcome for the individuals they claim to be helping.

How do I know this? My son and I both have huge IRS bills that have pretty much ruined our lives for the past several years. You will see from this review, that my son and I are still very attached business-wise and personally, and for in this review, I am reviewing my son’s case which is now accepted and complete.

I had a different company attempt to do Offer in Compromise for both myself, and my son’s cases, and paid them thousands of dollars to try to get the offers accepted, and in the end, we were in worse shape financially than before, and had no accepted deal for either myself or my son…

Then I found Platinum Tax Defenders. Actually, I was referred to them by a very reputable CPA firm, who took an interest in our cases. I was immediately contacted by not only the attorney on staff for Platinum Tax, but also the owner of the company. I must tell you that after now having almost a two year business relationship with the owner, I feel the need to express that She is one of the most kind, gracious, and compassionate people I have ever had the honor of knowing or working with...and thank you Sherri, with all of my heart... Anyway, they went out of their way to educate me on the process, and to stress to me that this was not an overnight fix. They made sure I knew that all Offers in Compromise take time. How much time? Well, let’s give you a timeline for my son’s case:

In late 2012, we contracted with Platinum Tax to represent my son’s case with the IRS, and they immediately put together the paperwork and documentation for his case. We were fortunate in that our previous attempt had educated us, and also prepared us to provide to Platinum, the documentation they needed to build his case.

Initial documentation and application were submitted only after they contacted IRS to make sure they had everything needed or required by IRS for his specific case. “Oh my, what a surprise, someone who was representing me us, actually took the initiative to make contact and actually “represent”…”

Ok, so details with my son’s case, which is finished and accepted, and my ongoing case..., will be different from yours…. Timelines for each case may be different as well… In my son’s case, there was contact between Platinum, representing him, and the IRS, numerous times, and each time, they would immediately contact us to inform us what was happening, what was needed, etc…, to move the case along. Now I want to disclose that we’d get a small surprise from the IRS every once in a while, trying to be difficult with our case, but in each and every instance, Platinum Tax Defenders went to bat for us, and negotiated terms, and got the case moving again in forward direction. So let’s flash forward to the latter part of 2013.

In September of 2013, the IRS finally sent Platinum, and us, a letter stating they were going to agree to accept the offer in compromise, if my son agreed to send them an additional $2754, which along with the $1000 we sent them with the initial offer application, totals $3754. Again, his bill was over $250,000.

He couldn’t sign the final letter of agreement fast enough..., and sent $500 as down payment on the additional $2754 they were seeking to collect.

I tell you these numbers because it was tough for us to raise that money, and we were able to not spend any money for the past 2 years, and had to scrape it together by extreme discipline and diligence…. So be prepared! You’ll need to do it right to make your own Offer in Compromise work. And of course, the IRS then took five months to respond to our agreement and finally send us a letter stating the Offer in Compromise was now officially accepted. It is a long, ponderous journey to deal with them, but it is over now for my son, and he can move on with his life…

So now let’s talk about cost to Platinum. Yes, that $3754 was only to the IRS. Platinum Tax Defenders is a real business and actually has real employees… An entire staff that has to be paid… They have an attorney on staff, who is incredibly competent, efficient, intelligent, think out of the box while remaining ethical, type genius. Anybody know how much you have to pay to have a guy like that in your corner? Representing you all the way…. Knowing what to say, how to say it, and being super tenacious about staying on top of your case?… Yup, it’s expensive. But you tell me something….or just go ahead and look yourself in the mirror (because my son and I did), and ask yourself this: Do I want to get this problem solved, resolved and fixed, so I can move on with my life??? Or do I want to continue letting the IRS ruin my life, and make it the living hell that has gone on year after year…?

What is it worth to me to live a normal life without the IRS putting levy and liens on everything I own?

What is it worth to me to finally be able know I have a future to build again? With hopes and dreams…

We paid Platinum Tax Defenders approximately $7000 to do all of this for my son…

You tell me if you think it’s worth it, after you pay them and they get your case accepted…

We all know you get what you pay for in life…. Companies or individuals that don’t charge much for their services are pretty much always selling you services that aren’t worth much or even anything.

I found that out the hard way, and wasted more than 3 years with other companies… How much do you think that cost our family, wasting all those precious years and money, and hassle…with no results at the end??? For me….for us…? Platinum…? Total bargain… A quarter of a million (plus) IRS bill went away for just over $10,000. I know what Platinum’s services were worth to our family… You can decide what you want to do… Go ahead, hire the amateurs! Blow your money on scrubs, or con artists, or it after reading this… Or get a clue, and hire the professionals, and make the problem go away and fix your life…

Don’t think it’s going to go away in 3 weeks or even 3 months either! The IRS takes their sweet time. They delay, delay, delay, and push back sometimes. They treat you like you’re a slave to them and make you feel like it’s never going to end… We are so incredibly thankful and grateful that we hired Platinum Tax Defenders to save us… Without them, we were just dead in the water. Lives ruined, shattered dreams…

My case? It’s ongoing. I filed mine a year after my son’s case, and my son’s case took about 16 months to be completed and accepted by the IRS. Again, don’t think this is a quick fix… I expect to wait another six months or more before we hear anything from IRS, and it’s hard to hang on for so long waiting. My bill is larger than my son’s, and we are happily paying Platinum to represent me and save my life… Even though it’s killing us to pay the bill, we know it’s worth it because we’ve seen them succeed… I expect results, but I know it will take time. I saw it happen for my son… I know it will happen for me as well, and I’ll be patient and keep the faith until it does… Then you’ll see another review here from me about Platinum Tax Defenders.

Don’t hesitate to contact me at any time regarding all I’ve said here. l[redacted] is my email, and I’ll provide my phone number should you request it in an email to me. I’ll be happy to talk to you and show you proof of all I’ve said here in this review… I don’t deal in Bullsh…..t. Our lives are immeasurably better by my son’s successful experience with Platinum, and my ongoing representation by Platinum with my own case…. Thank you [redacted], and [redacted], and [redacted], and all the others who have given my son his life back… And bless you all for helping me get mine back in the near future as well…

Posted and attested to by [redacted]…. On March 12, 2014.

Everyone was so gracious at Platinum Tax Defenders. The presentation was free and was Lori was very helpful. They were very honest and polite and treated me with respect. Platinum was helpful in working with me on the payments. I had a $27,000 tax debt and Platinum Tax Defenders got me an offer that was accepted by the IRS for $500.00. Thank God for Platinum Tax Defenders.

Review: My complaint is that I was given a price of 2,500.00 for their services, I paid that. Then they added $200 more then $200 more, I paid it then they wanted more, so I said no more.Thye told me my was closed because I would not pay more. I sent copies of my proof.Desired Settlement: Resume their services for what I paid.

Business

Response:

Mr. E[redacted] was charged $2,500 for resolution. We were performing an offer in compromise for Mr. H[redacted]. The only extra thing that was charged by Platinum Tax Defenders was a $35.00 service fees for late payments. That aside, I believe what he is referring to is the $186.00 for the application fee and the 20% down payment of the offer amount. On 2/23/15 we sent the following:

Review: I was contacted by them because after filing my taxes, I ended up owing more than I could pay back. I was getting further and further in debt with the IRS and Kathy Lantz from this company promised that they were there to help. She said that I could make payments to them and they would continue to work on my case.After several months of working with them and getting them all of the information that they needed to work with me, I received a letter from the State saying that I would not be able to get a compromise from them and had to pay back the full amount. This was unsettling so I stopped my next payment to them until I spoke with them and was reassured that they would continue to work on the case, so I started paying again to them. Then, within a few months, I had a hardship to pay them and said that it would be a little while before I could pay them again, but they said that would not be an issue. I then received a letter from the IRS stating that they would not compromise with me and called Platinum Tax Defenders to see what was going on. They stated that they needed the rest of the money up front before they could continue to work on my case. I piled the rest of the money together, contacted them, and they will not respond to me. I have paid them a lot of money and they have done absolutely nothing for me. They can say all they want that they have, but I can prove that I still owe the full amount to both the State and the IRS for all of my taxes. All I want is my money back and I will go away, if not, I will continue to fight with the Revdex.com with complaints and will post negative reviews and will have plenty of friends and family members do this as well. Also, have contacted my bank and they agree that I have paid for services not rendered and also stated that they will help me get the money back, as well as my lawyer. All I wanted was for them to help me compromised a payment plan with both the State and Federal taxes so I could eventually get out of this debt.Desired Settlement: I just want my full refund. I paid for nothing, asked for services and recieved nothing in return. This should be a no brainer. They can make this difficult or easy, but I will not go away. I have contacted a lot of others and they are all just waiting to take action if this is not resolved. They could have just done their job, or not promised that payments were acceptable and then change their mind and cut me off. Now that I have the rest of the money, no contact. This is stealing.

Business

Response:

Please find attached by response with a listing of activities done on Mr. [redacted]r's case.

I will happily recommend Platinum Tax Defenders efficient, prompt, and dedicated service to anyone who is in need of competent tax resolution with the IRS. Your company help me to eliminate over $18,000 in back taxes. I am forever greatfull for your assistance.

Review: In 2014 I hired Platinum Tax Defenders to represent me in conversations with the IRS. I sent a retainer of 5K. I didn't hear from them for a year. The next time I heard from them, one S[redacted], they demanded more payment even though they accomplished nothing. In 2015 they began sending aggressive emails to my business manager & booking agent, demanding money. I've never met or even spoken on the phone with Sherri Gasteum, she's done nothing but email me demanding money. I continued to pay as to not waste my initial investment. On top of my initial payment I sent another payment of 2500 in the summer of 2015. No arrangement was made with IRS & S[redacted] somehow figured out how to access my bank account & remove yet another 2500. She did this without the permission of myself or my business manager, and I dispute that she was even owed this money. This is theft. I now have given PTD 7500 & they stole 2500. My debt with the IRS only increased & Sherri actively tried to stop me from reaching out to them on my own, saying, I quote and have the email to prove it, "it will make us look stupid." She grossly misrepresented my finances to the IRS, yet worked against letting myself or my business mgr speak with them directly.

When I google Platinum Tax Defenders I see this is not the first time they have stolen money. Google Platinum Tax Defenders, ripoffreport. It seems they stole 10K from someone elses bank account in the same fashion. While stealing my money & accusing the IRS agent of being "difficult" (her excuse for why no progress was being made), S[redacted] accused me of hiding money & was generally nasty in her emails. On top of constantly demanding more payment, she wrote that she "tended to agree" with the supposed suspicions of the IRS agent. I do not understand why someone I'm paying, with or without my knowledge, could treat me with suspicion and work against me, rather than for me. That to me is very bad business. Stealing from clients is terrible business.Desired Settlement: I would like them to give me all the money I gave them back. Every dime. They accomplished nothing. The IRS agent agrees with me and doesn't want to work with them either. I didn't pay them to make my situation worse and then try to bully more money out of me while doing so.

Business

Response:

To Whom It May Concern:

Review: Mr. [redacted] engaged [redacted] Tax Defenders ("[redacted]") for assistance with outstanding IRS tax debt. At [redacted]s request, [redacted] signed a form "retainer agreement" under which [redacted] would represent [redacted]. The agreement stated [redacted] would represent [redacted] until (1) a settlement had been reached or (2) one year had passed. The agreement was dated 9/13/2012. In exchange, [redacted] agreed to pay $1,000 in 4 monthly installments of $250. [redacted] made payments as agreed and [redacted] began assisting [redacted]. Just prior to the fourth and final $250 installment coming due, a [redacted] representative called [redacted] and told him that [redacted] would not represent him further unless he continued to make $250 payments for a total of $2,500. Fearing loss of the money he had paid and IRS repercussions if he didnt pay, [redacted] reluctantly acquiesced and continued to pay $250 per month. [redacted] made one settlement offer to the IRS on [redacted]'s behalf. In formulating this offer, [redacted] assumed [redacted] had dependents that he did not in fact have, making their offer unrealistic. [redacted] never had [redacted] review the offer documents so that this mistake could be avoided. Sometime around June, 2013, just as the new final $250 payment was coming due, the IRS rejected the offer due to the miscalculation. Rather than assist [redacted] with other settlement options, [redacted] withdrew the offer. [redacted] did not consult with [redacted] before doing this. [redacted] then sent a letter to [redacted] advising that it was terminating the representation. This letter stated [redacted] was closing and shredding [redacted]s file, and suggested that he "enter a payment plan with the IRS" on his own.When [redacted] called to inquire about the closing of his case, the [redacted] representative berated him, falsely accused him of lying, and told [redacted] that he had "wasted" his $2,500. This complaint is filed by Illinois Advocates, LLC, an Illinois law firm on behalf of the complainant, [redacted].Desired Settlement: In sum, P[redacted] unfairly and unjustifiably demanded additional sums in order to complete services it had already agreed to do for a set price. P[redacted] further failed to fulfill its contractual obligation to represent [redacted] for a full year. Those services he did receive were incompetent and, at times, extraordinarily rude. For all these reasons, [redacted] demands a full refund from P[redacted] of $2,500.00.

Business

Response:

Please find below a full history of accounts for [redacted]. Our company has worked diligently on this case and have tried multiple times to ameliorate Mr. [redacted]’s situation and his aggressive complaints.

On September 21, 2012 Mr. [redacted] hired our company initially to file 2008-2011 tax returns. This fee was set for $250/year of return filed, totaling $1,000. During the initial conversations with our company, he concluded that he would do his own filings, and that instead he wished to see if he could qualify for a tax resolution program and to use these fees towards that service. On November 20, 2012 this was confirmed and for the initial $500 paid up to that point was used towards an “investigation” fee to contact the IRS, review finances, and determine what he qualified for. By October 29, 2012, Mr. [redacted] had completed a financial statement conveying to us his financial situation. We reiterated to him on numerous occasions that “as long as this information is true, verifiable, and can be substantiated” he would qualify for an offer with the IRS.

At this point, a new contract was drafted and sent to the client, with an increased fee for resolution services. This was to be returned right away, however it was not returned until January 15, 2013. The case proceeded to move forward and the offer was prepared and ready for the client by December 14, 2012. An offer in compromise is based on a simple financial equation detailing disposable income and equity in assets, based upon a persons living situation. The legal offer was drafted and sent to the client to review, sign, and send back to our offices to review. The signed offer, along with the new contract, were both returned on January 15, 2013. There were no changes to the offer and Mr. [redacted] signed the agreement under penalty of perjury that all information was accurate. It normally takes the IRS anywhere from 4-6 months to respond to an offer. To be eligible, the taxpayer must remain compliant. In May 2013, we had to prove to the IRS that Mr. [redacted] was compliant and that he had filed an extension on his 2012 tax return. This was sent to the IRS in late May 2013 and the offer moved forward for negotiations.

On June 13, 2013, the offer unit of the IRS contacted our offices again and only had a few questions on the forms we submitted. The main question that was an issue was that on the legal offer, Mr. [redacted] claimed that a total of five people, including himself, lived at his residence. The IRS reviewed his returns and noticed that no dependents have been claimed on the last three years of returns. The IRS wanted proof that these people resided in the home. This made a large difference as the IRS allows certain expenses for food, clothing, misc, housing, utilities, etc based upon the number of people living in a home. This company then reviewed his financial statement he completed and verified that he listed all five people as living in the home. We presented this truth to the IRS and the IRS requested proof. [redacted] tax then contacted Mr. [redacted] and asked him if he could provide proof of such, and he responded with “no, they don’t live with me.” The attorney advised him that this was not what was told to him in the past, and that this was vital information. Mr. [redacted] became irritated, and claimed that it made no difference. The attorney advised him otherwise, and asked if they stay part of the month with him. Mr. [redacted] responded affirmatively. The attorney asked Mr. [redacted] to draft up a document showing that the children live part time with him, have the mother write the same, and to provide a lease document.

Mr. [redacted] did complete this requests, and then claimed that the children increased his utilities and his food expenses, and this argument was presented to the IRS along with his lease. However, the lease does state that no one else lives there and that much of the utilities are included in the rent payment.

[redacted] Tax Defenders tried all negotiation tactics available with the IRS to convince the IRS that the people do live there part time with Mr. [redacted], that these were reasonable expenses, but because there was no viable proof of this, and with the explanation from Mr. [redacted] that at most they only stay with him one month, the IRS offer in compromise was heading towards denial. The examiner gave the attorney an option to withdrawal the offer to allow time to enter an installment agreement and protect Mr. [redacted] from collections, or to do nothing and have the offer denied. The attorney of [redacted] withdrew the offer.

On July 17, the company drafted a detailed letter to Mr. [redacted] explaining the situation, of why the offer was going to be denied, and what options were available to the client. But for the misleading information and the people not residing in the home, the offer would have been accepted. However, as they did not live there, and there was no proof that they did live there, the offer was going to be denied. The following day, Mr. [redacted] responded to the letter with an angry phone call. He first yelled and cursed at the case worker on his case, and then was transferred to the attorney. The attorney conveyed that the offer was denied due to the misrepresentations. Mr. [redacted] asked to increase the offer, however the attorney attempted numerous times to explain why the offer was denied and how the process worked. Mr. [redacted] then made defamatory remarks about how this company was a “thief” and that the company was a “scam” and that as long as the company “got their money” then that’s all that they cared about. The attorney attempted to correct him by reminding him that an upset client was never good for business and that there were still options available. Mr. [redacted] continued to curse at the attorney and then hung up on him.

After an internal meeting, [redacted] decided to offer more services, to discount the remaining fees owed to the company, and to offer an olive branch. On July 19, 2013, the settlement officer on his account reached out to Mr. [redacted], and offered for us to waive the remaining fee and to attempt to enter into the a streamline payment plan with the IRS to protect Mr. [redacted] from collections and tax liens, and then to attempt to abate the penalties that have accrued. Mr. [redacted] exhumed his frustrations on the settlement officer, and said he would call back to see if that was something he was interested in. The settlement officer again reiterated why the offer was being denied and why the information needed to be true was so vital. On July 22, 2013, Mr. [redacted] called the settlement officer back and asked [redacted] Tax to assist him with the IRS and to do “whatever can be done”. He then asked that the previous attorney not be involved with him moving forward. These actions were taken, the fee was removed from his invoice, and the company started working towards setting up the best payment plan for him and for building a penalty abatement case. This new service would take no less than 3 months of further work.

To allow time for the offer to close, [redacted] scheduled a call to the IRS on August 5, 2013 to initiate the payment plan. The call was made, but the IRS was too busy to take the call at the time, so the task was moved up to August 12, 2013.

As of today, this case is still open and at least 3 more months of work is to be done on the case to get Mr. [redacted] the best possible resolution available to him given his actual financial situation. In total, the company would have been working on this case for well over a year. Mr. [redacted] mislead the company with information, signed under perjury it to be true information, and upon it being found false, accused this company of being a scam. Then this company offered to discount his bill and provide further services and no extra costs. It was at this time that the company received this notice of the Revdex.com complaint.

Our clients sign an agreement agreeing to provide accurate information and the importance of doing so. We re-verify this information three times before it is presented to the IRS. When Mr. [redacted] was found with misleading information, this company went further to argue for the best result before the IRS. When this failed, somehow this company was defamed as being the “bad guy.” The agreement is not for a result, is never guaranteed, and is to provide the best possible resolution based upon the clients financial situation that they qualify for. This is conveyed through the actions of the company.

This complaint is very upsetting up us as Mr. [redacted] is once again misrepresenting the facts in his case. We have bent over backwards to help Mr. [redacted]. If you need any proof of the above, please contact us. ###-###-#### or ###-###-####.

Sincerely,

Consumer

Response:

Review: 9654417

No new, relevant information is provided by Platinum in its most recent response. Thus, for the reasons enunciated in Mr. [redacted]'s original complaint and prior response, Mr. [redacted] rejects the business's response at this time.

My experience with Platinum Tax Defenders, LLC was a great one. After 3-1/2 years of trying other attorney's and trying to resolve the tax issues by myself I was finally told about Platinum. It was the best decision I made. In a few months they had resolved all my issues and were able to save me not only headaches but a good amount of money. I would recommend them to anyone at any time.

Review: Hired this firm to resolve my taxes with IRS. Well after 3 offer and comp.All of which were rejected. I called them to see what to do next. They won't return my calls, they direct my calls to an answer machine and never returned. I asked them after the 2nd rejection what they were gonna do next because a number of tax people told me in my situation I'd never get a settlement. I told them and they said there's other options. The IRS said untimely paperwork was the result of some of the rejection. I need my money or for them to resolve my tax penalties.Desired Settlement: The money I paid for the service they failed to get me.

Business

Response:

To Whom It May Concern:Platinum

Tax Defenders provides resolution services.

That may look like many different things dependent on the client’s

individual circumstances. Our clients

are paying for our services to resolve their matter, NOT a particular outcome. Mr. B[redacted] became a client on Feb 5, 2013.

When we did his interview and reviewed his financials, it appeared he had a

great case for a hardship program. He

never disclosed anything about having a 401 K account. When we received his

Financial Organizer there was no mention of the 401 K account that he had there

either. We sent Mr. B[redacted] his

Offer and Compromise documents to sign on July 22, 2013. We did not receive

those documents back until Dec 5, 2013, just about 5 months later.

We mailed out his

Offer to the IRS on Dec 10, 2013. In Feb 21, 2014, the Offer Examiner was

assigned to Mr. B[redacted]’s case called us to let us know that Mr. B[redacted] has not

filed his 2012 taxes. On March 15, 2014 the Offer Examiner called to confirm

that filing of the 2012 taxes also stated that 2013 taxes needed to be filed on

time, by April 15, 2014.

On May 6, 2014, the

Offer Examiner called asked to see a copy of Mr. B[redacted]’s 2013 taxes that were filed, they

wanted a copy for their records as they did not have them yet. We called and

spoke to Mr. B[redacted] letting him know what the Offer Examiner needed. We never

received the 2013 taxes.

On June 17, 2014, the

Offer Examiner closed the Offer due to failure to provide the information that

was requested, which was the 2013 taxes. In June 27, 2014, we mailed out

the second Offer to the IRS, still no mention of the 401K account up to this

point. On Feb 24, 2014, Mr. B[redacted]’s offer was rejected with appeal rights, the

IRS did not allow for car expenses or student loan as there was no proof of

payments provided by Mr. B[redacted]. The 401K was also discovered by the Offer

Examiner.

On Feb 27, 2015, the

Offer was appealed and mailed out. At

this point, Mr. B[redacted] had provided copies of the car expenses and student loan

payments as a well as the 401 K statement. After two years of being our client

this is the first time Mr. B[redacted] discloses anything about the 401k Account

which is ultimately why he did not get his offer. On March 24, 2015, the

Offer appeal was rejected. The reason

stated from the IRS was: 401k still shows equity even with two outstanding

loans. The other two items that were

appealed were accepted as valid expenses.

We went above and

beyond for this client. We submitted a

second offer without any additional charge when Mr. B[redacted] failed to provide the

information that the Offer Examiner had requested on the first offer that was

done. Not to mention that he failed to

provide us anything re: his 401 k asset which in turn made the second offer be

rejected as well. We are happy to put

Mr. B[redacted] in an installment agreement and told him so in April. We were awaiting his decision when he called

and yelled about his offer getting denied.

We spoke to him on May 18th, 2015 and still have no answer on

proceeding with the installment agreement.

I will not be returning any money to Mr. B[redacted]. We provided our services in our contract and

then some. Mr. B[redacted] has to take

responsibility for his part. As a resolution, I am happy to place Mr. B[redacted] in an installment agreement for his tax debt if he provides us authorization to do so.

Sincerely,

S[redacted]

Consumer

Response:

Review: 10629614

I am rejecting this response because:

Regards,

Dwyane Brown I did get upset with R[redacted] about the second rejection because the IRS said the paperwork they mailed wasn't in a timely matter. also I did tell B[redacted] and D[redacted] about my 401k. ive called THEM Back numerous timestheyd send me to the resolution department voice mail. I asked them in the beginning how many options did they provide because before I hired them I did my homework knowing a offer an compromise would be a long shot so they told me threr were a number of ways, payment plan would be last resort. well after speaking with R[redacted] , I asked him to let me speak to someone belse of higher status cause I felt he wasn't getting the job done. they haven't returned any of my calls since. I mailed them every paper they asked for. how bcan I hide anything from the irs. they put a lien omn me a soon as they fidel the first offer. called and asked them to have it removed they never responded , called back three times on that.I just want to get what I paid for. they were nice as can be till they got my money

Business

Response:

To Whom It May Concern:

Hello my name is William Smith III and I had Platinum Tax Defenders work on my IRS debt totaling around $50k, I for one knew I could not handle this on my own and did not want to be put into a payment plan for god knows how long & how much each month. My goal and theirs was to get an offer & compromise for a low amount. After patiently waiting they brought me the best news I could have imagined about a week ago, honestly the settlement is so low that even my family & friends are in shock. Please feel free to contact me and I will be glad to speak with anyone about my experience and the outcome. [redacted]

At first I was skeptical if Platinum Tax Defenders could help me with my tax problem. I sent all the info to them. I had finished paying for the service. On there end everything was good. Then I got this letter from the IRS stating that my account was still active. The IRS froze my checking account,took what money was in it. I called Platinum Tax Defenders. What had happen was the IRS had filed my petition as a active account. With in a month Platinum Tax Defenders restored my account with the IRS to a noncollectable status.

My experience with Platinum Tax Defenders has been 100% positive! They succeeded in winning a very favorable settlement. During that process I never felt neglected or overlooked. They were always available to advise either immediately or with a timely return phone call. And beyond all that, here's what impressed me most:

Every person I spoke with was equally well informed both about the details of my case and about the process in general. The professionalism, and intercommunication within their staff is amazing! They are also pleasant and friendly! I have complete confidence in this team!

I recently called Platinum Tax Defenders to assist me with an FTB wage garnishment order that was going to withhold 25% of my take home pay AND a five figure outstanding IRS tax obligation. Within hours, I had a tentative payment plan approved by the IRS and the garnishment issue was addressed. Sherri and Jonathan are a wealth of knowledge and kept me calm and collected. I highly recommend Platinum Tax Defenders!

Platinum Tax Defenders has served me in an outstanding manner. I have begun to refer them to family and friends.

Though we had a few "concerns" in the process and procedures in conducting business, all issues we all resolved in a very professional manner. I highly recommend their services. Their staff has proven excellent in dealing with difficult situation and at time my "aggressive and concerned" mannerisms. The are overall a company of integrity and are willing to accommodate the customer as much as possible.