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Ideal Tax
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www.idealtaxsolution.com

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2.9 13 Reviews 15 Complaints
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Ideal Tax Reviews 28

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Ideal Tax This company is crooked

This company is crooked. I have paid them over *** dollars and no resolution to my tax problems. I have received nothing but a paper trail and the case manger on my case provides no transparency in my case. I have on numerous times call their office to report her miscount, to no avail she always state " he is in a meeting, or he is not available". It is so frustrating to deal with this company! PLEASE IF YOU WANT TO THROW YOUR HARD EARN MONEY AWAY THEN IDEAL TAX SOLUTION IS THE COMPANY FOR YOU. Your tax problems will not be resolved with this company, they are very dishonest and will not provide any transparency, very very deceitful !

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S. Hegmann
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Great, wonderful for your tax solutions! I would highly recommend Ideal Tax! Very professional, thanks! &#***;

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C. Wolf
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As a self-proclaimed skeptic, they won me over with great communications and a constant support team that does the work. Ideal Tax assisted me with many years of unfiled taxes. Don't be in a hurry for the process is what it is however, I am definitely going to recommend them for others that *** need a tax agent.

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H. Gleichner
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Ideal Tax Solutions lives up to their name... IDEAL. They've been amazing to work with. I have never been left out of the loop and they check in with me almost weekly. I highly recommend them!

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L. Brakus
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Tax Debt Free! I have to admit that I needed help with resolving my tax debt. I researched the web and finally decided on Ideal Tax to resolve my negligence for years with the *** I had several great people within the company to call weekly to give me updates and walk me through things I needed to correct. I would highly recommend this company, they saved me headaches and confusion with trying to figure out on my own how to resolve my issue. My appreciation for Ideal Tax Solutions.

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Ideal Tax I paid a significant amount to settle my considerable tax debt

I paid a significant amount to settle my tax debt. All I wanted was good advice. So I went on a payment plan. While on the plan, Ideal Tax sat on my case. My bank account was frozen because Ideal Tax did not respond to the IRS officer's calls. I ended up calling the IRS officer to ask why my account was frozen and the response I got was 'Ideal Tax never returned their calls.' Also, Ideal Tax advised me to wait on another tax problem that appeared; their advice was 'we will take care of it after the offer in compromise.' My offer was denied because of the 2018 tax issue. And now I'm stuck doing monthly payments. Ideal Tax is a scam, they're frauds, and it is run by a bunch of idiots.

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O. Green
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Ideal Tax was very nice to work with. It was a smooth and pleasant experience. It was handled in a very timely manner, only took a few days to get my results. And I owed no more taxes! *** was a real pleasure to work with. I felt like I had known her for years.

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T. Tromp
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Ideal Tax is a reputable company. My worker is exceptional; she is helpful and ensures that if I don't understand something, she explains it thoroughly, making it easy to grasp. Her honesty and attentiveness are commendable, and she always responds promptly. She calls me every week, which makes me feel at ease. Thank you to my dedicated worker and Ideal Tax.

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B. Howell
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Ideal Tax Solution was fast efficient & right on time for me! I recommend them to anyone having tax issues!

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V. Monahan
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So far, I am pleased with Ideal Tax Solution. They have been such a pleasure to work with. I feel confident that they will be able to solve this issue for me.

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Ideal Tax Contacted Ideal Tax 2 years ago for tax issue resolution but facing ongoing challenges

I reached out to Ideal Tax 2 years ago for assistance with my tax issues, expecting a swift resolution. Currently, I'm working with my eighth case manager as the IRS has begun garnishing my wages. Despite assurances from Ideal Tax, this financial setback has occurred. I've diligently forwarded every correspondence received to them, only to be reassured that the IRS's actions are merely intimidation tactics. I've insisted on email communication for a written record, to avoid any misunderstandings. After paying Ideal Tax for their services, I find myself no closer to a resolution and am considering seeking legal counsel or directly negotiating with the IRS.

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S. Beahan
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It's taking longer then I thought but this due to the pandemic. Otherwise, there doing a good job!

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P. Kris
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Great, Agents called me on and was patient. She was polite and professional

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L. Will
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I am very happy with my experience with *** she is always prompt and helpful. I appreciate the assistance I am receiving.

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R. Walsh
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I had never used a tax resolution company before so I was a little skeptical. My taxes were a mess and I just wanted to get it all behind me and over with! I went with Ideal Tax Solutions because I felt that they were reputable from the research that I had done. Everyone that I dealt with has been professional, courteous, and understanding. I especially liked the individual who handled the final negotiations. He was extremely efficient and so prompt in quickly returning my calls it surprised me. I am very happy with the negotiated settlement and would highly recommend Ideal Tax Solutions.

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Ideal Tax The initial impression was positive

The initial impression was positive. The individual made me feel at ease to share my information, but after discussing my past dealings with Optima Tax, their demeanor shifted to rudeness. They questioned why I sought their help if I was knowledgeable, implying I wasted their time. They proposed a $495 fee to begin an investigation, yet I was already aware of my situation and sought a resolution that wouldn't lead to a $5000 expense. A tax attorney recommended that I continue making payments, as eventually, the IRS cannot impose further penalties and interest. This approach may result in paying more over time, but it avoids the risk of losing $5000 and enduring additional frustration, provided there are no significant issues on my account and I can secure a payment plan.

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O. Ratke
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When I first contacted Ideal Tax the agent that I had left and I hadn't heard anything from them at first. I made a phone call and someone was right on it after my call. I have been contacted regularly now by my new agent

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O. Lockman
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five stars, my case manager keeps me in touch every week

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A. Volkman
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Excellent service. Kept me informed during the process. Highly recommend

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E. Jacobson
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I have a major tax problems and in the midst of it my husband has passed away. *** at Ideal Tax have been and are helpful and extremely patient. Thank you.

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Ideal Tax I was informed of eligibility for tax debt reduction programs but only got an installment plan.

I was informed of eligibility for tax debt reduction programs but was only set up with an installment plan, which I could have arranged myself. After nine months and $1700.00, the company now insists on an additional $43.00 fee to start the plan. I signed up independently, yet they claim a contract obligates me to use their services. I argued they breached the contract by not aiding in my tax debt reduction and demanded a refund for the ineffective service.

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Ideal Tax I need to resolve a tax issue and called this company to see how they work

I need to resolve a tax issue and called this company to see how they work. After the interview they asked for my social and when I told him I wanted to do my due diligence and speak with other companies before making a decision on who to use or if I even needed assistance he began interrupting me and raising his voice. I ended the call and blocked their number, but I do NOT recommend even calling this company. Ive never encountered someone so hateful that is supposed to want to help me. In sales (which this person is selling their service), sometimes you hear NO or NOT NOW from a customer. Learn how to overcome objections instead of becoming a bully. It will get you further, especially with those trying to resolve a sensitive issue and who are wanting to avoid being bullied.

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Ideal Tax I've had my IRS tax issue going on for quite some time now & was always nervous about this issue haunting me from doing any type of large

I've had my IRS tax issue going on for quite some time now & was always nervous about this issue haunting me from doing any type of large transactions for my future, whether that be buying a house, car, etc. I knew about Ideal Tax being the largest firm & the best at what they do, so I figured, what do I really have to lose. Especially being back in 2018 I contacted Optima Tax, due to a friend at the time saying they were good, I called them & on the first phone call, WITHOUT them doing an investigation, they told it it'd be 18k to fix my issue! I was stunned because how can someone tell you how much this would cost to fix without properly diagnosing FIRST!? Fast forward to NOW 2022! Once I was notified about my investigation, Ideal Tax reflected the same info I understood as well, however, they actually came back with a full plan to FIX my issue! Also my cost was SIGNIFICANTLY LESS than what Optima wanted to charge me to fix the issue! I'm one happy camper!

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Ideal Tax Ideal Tax Solution is a total scam

Ideal Tax Solution is a total scam.I paid them 500$ to start, then another 1500$ then two payments of about 600$ each and the *** still has been levying my Social Security and I had a bad feeling and I called the *** directly last evening and talked to an incredibly helpful and informative representative who told me that the *** never received any money towards my debt and also the amount I owed was way less than I was quoted by Ideal Tax and she said i just needed to file years 15 and 16 and then I could set up a payment plan.She even went out of her way to send me all the forms I needed. She was so helpful.Also since I dont file ***s I kept explaining to the person at Ideal Tax I need to talk to you because I dont use these expenses etc.And the fact that they couldnt put my taxes together like Turbo Tax in about 45minutes was also a red flag.Then they sent me an email saying my account was suspended because I hadnt filled out the tax prep form thatI had kept saying I needed to talk about..So I thought about it and realized it was a total scam and they were intimidating *** paid about 3200$ to these people for nothing, nothing!They didnt do one thing for my problem.The first woman actually told me my debt was about *** and the *** said it was about 11,000.They lied to me and stole my money.Do not ever do business with these people.The 3200$ could have gone to my debt.

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Ideal Tax Buyer, please, PLEASE beware - the old "bait and switch" is very much alive and well here

Buyer, please, PLEASE beware - the old "bait and switch" is very much alive and well here. I signed up with this company in February, eager to solve my ongoing tax issues once and for all. I spoke with a representative, ***, who, after a couple of meetings, told me she had reviewed my case, and that she was thrilled with the exciting outcome she could offer me, an *** (or possibly even better: a Fresh Start), which at worst should have resulted in me keeping my $1k tax return this year, and owing the *** about half of my original ***. After transferring my case to 4 other reps, what I actually ended up with was owing the *** the same amount as before, losing my tax return yet again, and now owing Ideal Tax $4k for their services, even though they did nothing on my behalf. No Fresh Start, no ***, no stay of collections, nothing that had been promised to me by their representative, and basically they added another $4k to my total debt. Now, instead of taking responsibility for failing my claim and wasting my time and money, they have doubled down and insist I owe them in full regardless of their ability to deliver on their promises. I was absolutely desperate, and they knew that and preyed on it. Naturally I wish I'd never signed up with these shysters. I only wish I'd read more of the complaints here on Complaintsboard.com before I did.

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Ideal Tax I hired Ideal Tax Solutions in October, paid them a little over **** and had great expectations of the services

I hired Ideal Tax Solutions in October, paid them a little over *** and had great expectations of the services. What a joke/lie that was. Once the money transferred, a couple phone calls and I was relieved I was going to get support on my taxes. Then 6 months go by and I am now calling them once a month and sending a "check-in" via email and 9 of the 10 times the answers from them would be "no update yet, the tax pros are still in negotiations". It was impossible to get anyone on the phone. It was impossible to know who my case manager was. The attrition in the staff seems high - i would also get responses like "that person isn't here, I don't know who has your case" My case was not complicated. I had endured a hardship in 2016/2017. I was out of work. I was seeking support in reducing the fees and penalties for those years and get on a payment plan. 2 years later. Its now Winter of 2021 and they replied back. After all the work we have done, we can't help you especially because you aren't in hardship now. I requested a copy of my file to see what was done as I now need to seek help yet again. I want a refund if they won't/can't show me what services they provided or actions taken.For folks reading this - I will update this if possible with my outcome of the new tax attorney I have hired yesterday. If they are good, I will share the information. Its easy to be fearful of the *** and when I don't know tax laws - it's easy to be scammed. Please don't use IDEAL TAX SOLUTIONS. Do your research. Make time to do phone calls with professionals seek sound advice.

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Ideal Tax Be warned

Be warned. I hired Ideal Tax to resolve a tax issue and to help be get compliant as a new business owner. I paid $500 to be told they could help. Then another 4K to actually secure their services. That was a year ago. During that time I had multiple case agents, each asking me to send docs that previously had been sent. 6 into this disaster I received a letter saying my case was suspended by ideal Tax because proper docs hadnt been sent. After repeated emails and phone calls practically begging for help, a new case agent told me in January told me my case would be reinstated if I resent the docs. With little choice, I complied with the request. After a couple of weeks I emailed the new case agent asking for an update. The email bounced back as undeliverable. Several calls produced nothing other than a shuffling of supervisions, one of which told me I needed to sent another 295 dollars to re-investigate my case. Absurd. By this time Id been contacted by IRS revenue officer so I was forced to hire a local tax attorney to stave of a lien. In the last contact I had, I demanded a refund of the 4K and was going to chalk up the initial $500 as a loss. Instead of an apology, the manager insinuated I was at fault despite being the manager I send multiple emails to over a several month period. He then gave me a generic customer service email address to lodge my complaint. With a background in media, Im inclined to shine a light on this operation but I first wanted to warn others that despite big promises, all I got from Ideal Tax was 4 thousand dollars worth of nothing. Not to mention the loss of time in which meter has bef. Running with iRS. This is a true and straightforward account and review. Take you money and tax issues to people who mean to help, not empty your pockets. Awful. Headed to court to make this right.

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Ideal Tax I will have you know I will be filing a complaint with the State Attorney General of California, Xavier B*** to inform him of your consumer

I will have you know I will be filing a complaint with the State Attorney General of California, Xavier B to inform him of your consumer fraud. I will also be filing a complaint with the FTC. I will reach out to the Consumer Financial Protection Bureau as I am in finance and know exactly who to report your predatory business tactics to. You have alluded and deceived Jonathan S into believing that you will assist with his federal tax burden. You have done nothing for two full years except tell him you are waiting to hear back from "tax preparers or the IRS" and prolonging each month into years saying documents have expired so you need updated ones. You insisted he enter into a payment with you instead of assisting him in actually paying what he owes to the actual government. You have essentially stolen money that was rightfully owed to the government. I will inform them of you deflecting IRS payments to yourselves. We originally started the process of resolving Jonathan S's federal tax debt of $13,500 in June . Your company requested an initial payment of $700 in order to see if Jonathan even qualified to put in an offer in compromise. You also stated that if we did not do it by a certain date that he could not move forward with your services. After paying you told Jonathan that he needed to complete the initial fee of $1495 to continue services and resolve his federal debt (so minus the initial $700) and also pay a monthly payment of $232.00 a month. He ended up paying you a total of $4279. Your company stated that after filing his 2018, and 2019 taxes you would put in an offer in compromise to the IRS and reduce down his federal tax debt. This has simply not been done. You have broken your contract. I demand a full refund for not having delivered the services you initially committed to. If I do not get a refund I will be taking this matter up civilly in court and requiring full refund including attorney fees and damages. I can assure you if Jonathan S does not receive the money he paid you so he can fully pay back the IRS what he owes, I will make sure the $4279 paid to you will be well spent in getting your business investigated for misrepresentation and unfair business tactics.

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Ideal Tax Idea Solution

Idea Solution.Taxes stay away from. They Sara A. misinformed me about the process from the beginning. . Sara asked for documents of which I sent to her. That was after paying the $495.00. Sent the requested material. Poor communication, poor responding to my phonencalls.All the information she gave me I found out later by the CM to not be true. Had to call Sara A. supervisor to obtain information from the IRS. Lack of being professional. After being transferred over to a the CM she called me Bria she was very unprofessional Hollered at me during a conversation. Prior to that had sent requested sent documents to Sata A. Was told had to pay an amount of over 2,000 and was told at the start that she would make it reasonable. But she didn't asked for $ 525 down and the remainder divided over several months. Which came to 268.81 untill December.asked if, 2019 and 2018 would be filed first . She said yes. She told me they had a CPA. Had to ask for documentation from IRS. Sara A. sent a spread sheet that made no sense at all. After they received the $525 she informed me I would get a text of whom was CM would be and tax lawyer, ect. None of this was received. Next I get a phone call from a person named Bria and said she was my case Manager. Then later she informs me that a the information I sent had to be returned and I had to itemize it. Well I became sick and notified her. They didn't send back all the information I had sent to them. So I did research on the company and saw the same complaints. I requested to cancel and a refund. Received a email I wasn't entailed to the refund. Even though they hadn't done anything but contacted IRS. And I question that after reading a review. Was informed that the documents I sent was for them to determine how much to charge me for the resolution part 2. And the time frame depends in IRS. After being told by Bria it would be 6 to 8 weeks for them to file my taxes. The misrepresentation started with Sara A. Then I was told they don't have a bookkeeper. Then the information I signed mysteriously disappeared from.my email. . The form thw tax organization I received wasn't professional. I had read on their FB advirstment page that they would give 100% refund. Well that mysteriously disappeared. I am still sick but I sought out another company. Athem professional, quote given right away, professional paper work sent to me. My suggestion is to seek out before you decide. I wouldn't refer this company to anyone. Yes, I do take blame for not filing my back taxes. But I thought this company would help. But what I found out they were all.about the money. And people that give you mis information from the beginning. To pull you in. I know they will rebuttal.this complaint. But my desire is to stop others from falling into theses traps. Do your research before you make a decision. I still.want my money returned because you have done nothing at all ! Then up8n speaking to a CS representative they asked me did I want a copy of the contract I signed or I could come back to them My answer was no!.

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Ideal Tax Complaints 15

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Ideal Tax So enter agreement to pay 5000 dollars

So enter agreement to pay 5000 dollars. With auto pay taken out on a certain Date every month. They pulled 5ndays earlier. Since it was for 1000. Needless to say overdraft fees in the amount of over $800, Needless to say I was pissed. If they would of pulled 3 days earlier no problem. Since that was last payment over $4000 already paid. I called and told them the situation. The girl on the phone says they can pull at anytime and there nothing left they can do. Ask to speak to a supervisor. She said they would half to call me back. No call. Then they suspended my account didn't do any of the work. And no supervisor ever called. So paid $4000 for nothing just to be left hanging. And still no one has reached out. Now it's been a year with over $4800 gone. Do not do business with them find some else. Also found out I didn't need to do all the stuff they said because the irs can't collect after 10 years. Needless to say my tax problem would of went away in a year. Top it off they never did

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A. Pfannerstill
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I paid them a total of $3000.00 to help with my tax debt. It has been over a year they have taken my money and haven't done anything to help. Ever time I call I have to leave a voice-mail and nobody calls you back.

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D. Klocko
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They required to be payed 100% up front to help me with back taxes. This was in *** mixed information on what they were doing to help and I supplied them with everything they asked. After I've already payed them $4000 and four years of stringing me along of not knowing of anything they actually have done. They revoked my account . People need to be warned on these cons ideal tax solution.

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M. Leuschke
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I paid $9000 to this business to help me file my back taxes, I have been waiting for more than a year for resolution, when I contact them each time they send me to a new consultant. Then that consultant asks for the exact info I have already provided. I have email and kept a log of my calls to them. I have explained numerous times I cannot accept calls throughout the day, the last rep has not returned any calls or emails, and sent me a letter stating that my case has been terminated because I did not contact them. See attached email dated March 2nd with no response and I have called about a dozen times, noone but receptionist available to discuss, no returned calls.

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G. Erdman
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I went online for Ideal Tax services to see if they could help me with my tax situation. I decided not to use them and they call me DAILY and leave messages asking me to call if I am still interested. I have called & asked them to remove me and nothing changes & I have emailed my request as well I block EVERY number they call from and the very next day I get another call. PLEASE MAKE THIS STOP BEFORE I HAVE TO CHANGE MY PHONE NUMEBR

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Ideal Tax The *** audited me for 3 yrs of taxes

The *** audited me for 3 yrs of taxes. I filed thru H&R Block Tutorial. The *** gave me a due *** of $27k in taxes for those 3 yrs. I appealed it on my own but the *** said I didn't do it correctly and advised me to get an attorney. I retained Ideal Tax Solution in ***, *** in 1/20 for $5k. I specifically asked them to appeal the $27k. I had receipts and docs to show that I didn't owe that *** in taxes for those 3 yrs of the audit. They informed me the liability of my tax case would switch from me over to them since they were representing me. Any time I received Certified *** Letters, the *** included addt'l interest/late fees/fines and penalties. Ideal Tax told me to ignore them because they got copies mailed to them and they represent me. I had 5 Case Mgrs in 14 mos. 2-3 mos would pass by w/out updates from Ideal Tax. I reached out many times to get updates on my case and ask questions. They called today and said the longer I wait, the more I owe the ***. Now the *** has double

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D. Mann
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Failure to secure my offer with IRS in timely matter; til the point where The Offer specialist threatened to close file out in 10 days . These people have power of attorney and are negligent in exercising it. Got me same offer I got myself prior to hiring them.cs. You just say refund please and thank you. Smfh ! What I hire youll for?

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Ideal Tax Good morning,I reached out to this company in the hopes that they could help me with my tax situation

Good morning,I reached out to this company in the hopes that they could help me with my tax situation. I spoke and dealt with a woman named *** and i explicity informed her that I was ALREADY in a payment plan with the *** that was about to default and that I could simpy get it re-instated and so if the only thing her company could do was also try to get me into a payment plan...then i would just stay with the *** and re-instate my payment plan.*** said that she "understood" and that it would cost $499 to get the process rolling. Again, I reiterated to her that if her company couldn't REDUCE any of my debt and could only get me into a payment plan, that I would forego their services. I also informed *** that it would take me awhile to get up the $499 dollars because I am off work on disabilty (documentation attached). I finally heard back from *** and she informed me that it would cost me over $3500 to continue with my case and they would get me into a payment plan.

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R. Gerhold
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I continue to receive email advertisements from this company on a daily basis. The emails lack an UNSUBSCRIBE option, and any attempt to interact with the email redirects me to their website. I never signed up for these emails and seem to have no means to halt their delivery. I suspect this practice may be illegal and would appreciate its cessation. On their website, they claim to have an A+ rating from Complaintsboard.com. It's hard to imagine that such a rating would be given to a company that sends unsolicited emails in large volumes. The following link is where the unsolicited email takes me: https://getstarted.idealtaxsolution.com/bing/b/irs-fresh-start-program-solve.html?utm_medium=bing&utm_campaign=competitors&utm_source=ideal_tax_solution&utm_content=71949424338165&utm_term=ideal%20tax%20solution&msclkid=e01e3322543d176f4e5652dcb929a018

Is Ideal Tax Legit?

Ideal Tax earns a trustworthiness rating of 96%

Highly recommended, but caution will not hurt.

Our conclusion: Ideal Tax stands out for their exceptional legitimacy, according to ComplaintsBoard’s detailed analysis. This highlights Ideal Tax's reputation as a trustworthy leader in their field. Customers can rely on Ideal Tax's services, assured they're dealing with a highly reputable and fully legitimate company.

We found clear and detailed contact information for Ideal Tax. The company provides a physical address, phone number, and 2 emails, as well as 2 social media accounts. This demonstrates a commitment to customer service and transparency, which is a positive sign for building trust with customers.

By resolving 80% of 15 negative reviews, Ideal Tax is demonstrating its dedication to customer satisfaction and effectively addressing customer issues. While there may still be some practical problems that need to be addressed, such as long wait times or unhelpful responses.

Ideal Tax has received positive review on our site. This is a good sign and indicates a safe and reliable experience for customers who choose to work with the company.

The age of Ideal Tax's domain suggests that they have had sufficient time to establish a reputation as a reliable source of information and services. This can provide reassurance to potential customers seeking quality products or services.

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Ideal Tax Ideal Tax Solutions was managing my overdue taxes and I paid $1200 to start my case.

Ideal Tax Solutions was managing my overdue taxes. I had paid them $1200 to initiate my case, referred to as 'Phase 1'. Later, they prompted me to proceed with 'Phase 2', where they were supposed to handle my case further, including filing my 2020 tax return to ensure all taxes were covered. I assumed this would lead to a settlement offer. On May 13, I signed and sent the completed tax return forms they emailed me, as instructed. Months later, I found out they hadn't filed my 2020 return despite my continued payments during 'Phase 2'. Upon this discovery, I stopped all payments to them.

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R. Witting
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We hired Ideal Tax Solutions to assist us with a problem concerning our tax filings. An initial fee of $495 was paid to begin the process. Subsequently, they informed us that an additional amount close to $5,000 would be required to move forward. Agreeing to this, we arranged for monthly payments and promptly made our first and second installments. However, when it came time to update our financial information, reaching someone by phone became impossible. It has been two months without any communication from a tax consultant. Meanwhile, they seem to be searching for additional income to report to the tax authorities, yet they only communicate through email. Unfortunately, our emails remain unanswered, and our calls are not returned by our tax consultant. The lack of response is frustrating, and I am on the verge of losing my patience, unsure of what action to take next.

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R. Beier
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Ideal Tax solution took our money but haven't completed there job.

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T. Sporer
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In June I hired Ideal Tax Solutions to help me with some back taxes that I owe. They quoted me a price and started taking money from me on Aug 2021. This is now Jan 2022 and nothing has been done except to file a tax return for 2017. I have paid them 566 dollars every month since Aug and all they have done is file a simple tax form for year 2017 and I don't have proof that has been done. I have been bounce around from person to person when I do get through and they answer my phone calls. I have forwarded text messages, emails, and voicemails for status updates and the don't return replys. I am still getting letters from IRS reference my debt and they were supposed to be stopped. I have forwarded photos of those letters to them asking what I should do, and no one has replied. To this date, I have paid them over *** dollars and all they have done is tell me that they have file one simple tax year, which I could have done myself. This is a scam to lead customers on and collect money from them as long as they can and as much as they can.

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M. Ankunding
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We contracted with Ideal Tax Solution in Feb of 2021 to help us with our IRS case, We paid just over *** with a promise of filing our 2020 taxes and resolving back owed taxes from an audit. we were promised that Ideal would teach us tips to help us file, in the future. Almost a year later, we have had little to no communication with them. Our case worker has turned over several times and either no one answers the phone, or no one is able to give us an update on our case, Our 2020 taxes were finally filed in Sept. with an outlandish number for what we owed. We would have gotten a better outcome at H&R Block. It is nothing more than a scam.

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Ideal Tax While trying to contact the IRS on their website to pay a tax bill, Ideal Tax Solution's name appeared offering the best solution

While trying to contact the IRS on their website to pay a tax bill, Ideal Tax Solution's name appeared offering the best solution. They suggested they could get forgiveness of my taxes or reduce them. On contacting them they told me I was accepted but send them $950, which I did. Then then a request for info started. All bank statements for 12 months, all utility bills, etc. meanwhile they required I pay an additional $3000 plus to continue this farce I was 86 years old. , on a fixed income. I had to ask my daughter again to loan me the money..Then the paper work started again. They said it would be at least a year before it would be settled. I was so flustered, I called and then wrote a letter telling them how unhappy I was with their actions and requested a refund. They refused to return any money. I contacted the IRS and again my daughter loaned me the money to settle with them . This company should be allowed to prey on people the way they did me. Thank you. I appreciate you allowing me to share.

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Ideal Tax Contacted this business to help find out where money that the *** was drafting was being applied

Contacted this business to help find out where money that the *** was drafting was being applied. We were making monthly payments to the *** but they stated they were not taking any payments. Sent proof of payments to Ideal Tax and they said they could help. We paid them $7400 and they stated they would work it out. They then called wanting information so they could set up payment on our behalf. When I explained to *** the resolution counsel that thats not what we were needing she was confused. When I explained to her why we hired the company she had no idea of our situation. I then made several phone calls and found out where my money was being applied. I talked directly to the *** and cleared everything up with a manager myself and have made arrangements. I then requested a refund of my $7400 since no one at ideal tax did anything to help us. Im now being given the run around! Im told they have to get authorization to refund me from the board of directors. That was over 2 weeks ago. There has been little to no communication since the request. I had to call several times to get an update and have been told the meeting with directors has been canceled and rescheduled. We just want our money back since no services were rendered by Ideal Tax.

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Ideal Tax These people donot provide the service they say they are going to provide for your money

These people donot provide the service they say they are going to provide for your money. They are liars take your 400$ tell you they are going to do an investigation of your tax problem. Then they come back with no information and then want another 2000$. All along telling me they can get me a specific outcome. After reviewing the paperwork they had me sign it says clearly says they cannot promise an outcome. They said they would investigate my situation with the IRS. When they came back with the supposed results it was all the information I had given to them. When I questioned this they said it would be another 2000 plus dollars. I kindly requested they provide me some proof that an investigation had been done they could not. I told them since they could not prove that they had done anything for my 400$ I most definately was not going to give them 2000$ more. I asked my bank to do a charge back for the 400$. they said because I authorized the charge I had to pay it. These people are crooks. They prey on persons in need of help just to take more. They lied. everything they came back with from their investigation was information I had given them. All of the documents they provided as proof to wells fargo were forms that I signed giving them authorization to do this investigation. They lied they did nothing and they are stealing from american citizens with a pass from the banks to do so.

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Ideal Tax May tax services for filing overdue returns

In May , I engaged tax services to file my overdue taxes. I informed them that due to my job, some paperwork was lost and I would need information from the IRS to complete the necessary forms. In July, I sent three emails to two contacts at the tax firm, expressing my need for answers to my questions, but received no reply. Despite multiple phone calls, there were no callbacks. On October 18th, I was contacted to speak with my case manager, only to be transferred among three different people, each providing conflicting information. I discovered my case manager had changed without notification. They claimed to have attempted to contact me, but I had no missed calls. I provided a secondary number and email address, but by the end of the week, I still hadn't received the information needed for them to file my taxes, even though they had my 2020 details. I had provided them with my employment details and the information required for filing. The emails below confirm that one of the agents acknowledged receiving my 2020 information, but there was no further communication after she went on maternity leave. Another agent neither contacted me nor replied to my emails, and a third never informed me of taking over my case. There is proof that the company has my email on file and that I responded to communications from one of the agents. I am seeking assistance to get a response or the information needed.

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Ideal Tax I hired Ideal Tax Solutions to handle a tax situation for me

I hired Ideal Tax Solutions to handle a tax situation for me. They were hard to get in touch with, did not fulfill their end of the contract and have produced absolutely nothing in exchange for the money I have paid. The case worker I worked with for the last part of working with them outright lied to me at least 3 times, saying that he emailed me information, or had called me when he did not. I had an account manager named Kennia who I left several messages for. I was told on 2 occasions over a 4 week period that she was out sick, then finally my case got re-assigned. Luis told me that on their end I appeared "uncooperative". i asked him to send me a history of my calls, he said that he would and never did. I was not aware that my taxes had not been filed until mid - July, and was told that it was due to Covid and the shut downs. Later, when talking to Luis, he twisted the facts and said that I was not cooperating. EVERY TIME Britany or Adirenne called me from the finance department, they also texted me, which is what I requested in the beginning. Brittany and Adrienne were able to talk to me within 24 hours of reaching out to me every time. So, I was making consistent payments for months, while my account manager was out "sick", no information was being given to me, no products were gotten on my tax problem and I had to file my own taxes at the last minute. They took a bad tax situation and made it worse, then Luis lied to me about what was done, being done, etc several times. This is a terrible business.

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Ideal Tax About 12 months ago I engaged Ideal Tax to assist with gaining IRS compliance and negotiating liability

About 12 months ago I engaged Ideal Tax to assist with gaining IRS compliance and negotiating liability. I first paid them $495 to investigate my case to decide wether they could help. They said they could about a month later. To continue they required that I pay them an additional 4K. I did. For the next several months I was shuffled between case agents, asked to send documents I had already provided but was assured the case was being handled. In Nov of 21 I received a letter from Ideal tax telling my my case was suspended as I had not sent the requested paperwork even though I had more than once. After several calls and emails were ignored, I finally received an email in January from yet another case agent. He assured me that if I resent documents, the case would be taken care of and resolved. I complied. After a couple of weeks I sent the new agent an email asking for an update. The email bounced back. After repeated calls to ideal tax asking for a manager, a receptionist told me they could move forward if I sent another 300. I declined and asked for a 4K refund since literally no work had been done on my case. At first I was told policy states no refunds. After threatening complains to the Complaintsboard.com and small claims court, I was told the best they could do is offer ***. Unacceptable. Since engaging with Ideal Tax, my exposure to IRS has only increased and I have been forced to hire an attorney. This situation is untenable as Ideal Tax has shown no interest in refunding the 4K I paid them to apparently do nothing.

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Ideal Tax Ideal tax has terminated my contract with them stating that I was not in communication with them

Ideal tax has terminated my contract with them stating that I was not in communication with them. When in fact I was emailing and calling and getting no response. They state that they called me but I have caller ID and I saw the name of my case working only once in the past 3 months. I did respond to emails and in fact I emailed them 3 months ago on December 1 I emailed *** to her that the forms she sent me for signature had many incorrect pieces of information. I noted all the corrections to be made and said when the corrections were made she could forward me the document and I would sign. *** responded on 12/21 thanking me for pointing out the discrepancies and that they would be corrected and send me a new form.I did not hear back from her until 02/25/2022, where she sent me a letter stating "According to our records, we have been following up with you regularly regarding important information that is necessary in resolving your tax account. It has been several weeks since we have heard from you or received the information we have requested. Because of this, we have placed your file in a state of Suspension. While your file is suspended, we will be halting work until the requested information is received."I called and emailed on 02/25 after receiving the letter to ask them why I am being put on suspension when I have tried to contact them and heard nothing from them. I tried calling at least three more time since them leaving detailed voice mails each time asking to be called, and I have emailed 3 times asking the same. Still no one has called me back.

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Ideal Tax I am completely exhausted by my entire experience with Ideal Tax and I just simply want a refund

I am completely exhausted by my entire experience with Ideal Tax and I just simply want a refund. I was initially onboarded by ***, back in January. However, months went by before I was ever contacted by a case manager. *** was assigned to my case in March, and from there I was passed to *** and ***. They all asked for the exact same information at different times and it was provided. I then received three letters on three separate occasions stating that my account was placed in pending status as I was being unresponsive. When I called and requested a refund, I was assured that Ideal Tax had everything that was needed from me, *** was assigned to the case, and my 2019 and 2020 taxes were completed. However, it wasn't until I called repeatedly requesting the filing status of my return, that it was finally e-filed with the *** However, I should note that it was filed on the same day that I requested e-file confirmation. Once filed, I was then informed by *** that my 2020 return was rejected as the "Reject code indicates that Spouse already filed her own tax return. Please confirm w/ the CL if we should change 2020 TR filing status to MFS." My wife did not file a return and provided evidence that the *** had NOT received a return from us. I then called the *** who also confirmed they were not in receipt of a 2020 return. When we inquired into next steps, we were told that the return would be mailed, with the hope that it would be accepted. It was at this time that I requested a refund. I have paid $5000 in January. It is now November and I only have my 2019 federal tax return e-filed and my 2020 federal and state tax returns complete. I paid $5000 for ALL of my returns to be completed and for additional services. Refund the difference.

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Ideal Tax I am writing a complaint *(which I've never done) about a misleading company that is preying on the public

I am writing a complaint *(which I've never done) about a misleading company that is preying on the public. During the years [protected] I had not paid enough income taxes and as a result, owe the *** roughly $13,000. I reached out to Ideal Tax Solution to provide me with guidance and to see what options I had as I've spent hours and hours on hold with the *** with no resolve. Long story short, over the last 10 months, I've given them $3500 and they have stopped communicating with me and have not completed what they said they were going to do. They said that if I worked with them, they could get penalties and fees waived with a reduced settlement amount. This was a value to me so I agreed to work with them. I am no closer to an agreement with the *** than I was 10 months ago. They said that I owe the entire balance but did set up a $200/ mo payment plan. I gave them my banking information along with a signed form saying that I'll pay the $200/mo but nothing has been set up with the ***.After reading *** reviews, I'm not alone in this boat AND their employees are leaving 5 star reviews. More specifically *** (just one of many) gives a 5 star *** review which was the guy that lied to me initially saying that my amount due would be reduced and fees waived.The company, in my opinion is cheating people in a bad place already with the *** and taking their money without giving them a service. The $3500 I have already given them, paid in full, could have reduced my *** debt significantly. I hope you can look into this and see the many, many, horrible reviews and how they are cheating and scamming people out of their money. I have no idea how too, but I'm also considering a class action law suit so that this company cleans up its mess.Thank you

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Ideal Tax I hired Ideal Tax Solutions in 2020 and received no results

I hired Ideal Tax Solutions in 2020 and received no results. Ideal Tax Solutions (***) told me they would resolve my tax issues to my knowledge not one year has been resolved with the *** I gave them all the information they requested and paid them over $5,000 and I can't even get them to respond as to what they have done to improve my Tax problems. I've spoken to a lawyer and they maybe committing fraud. Promising something they can't deliver. After I spoke with *** with Ideal tax she told me I need to speak with billing department. Can you imagine after no results and paying the Ideal Tax Solutions the entire contracted amount agreed upon to then be told you need to speak to billing. I have emailed them sever time to get an answer as to what they have done and all I get is no response. Ideal Tax Solution will tell you I took long to deliver the information they requested. What I can tell you is I hired them for a reason. That reason being I needed help with figuring out my taxes. When they (***) sell you on their services Ideal Tax Solutions convince you they will take you under their wing and guide you to the promise land and solve all your tax problems. The truth is they left me to deal with everything on my own. They threaten to suspend my account because as I told them I need help figuring out paper work. I asked to speak to a manager. I received a call from *** he offer no real help and spoke to me in a very friendly but condescending way. This all this after I payed and so I ended up having to hire an additional accountant to deliver information they convinced me they would help me with figure out in the beginning of our contract. All I know is I have no idea where I stand or what's been done on my behalf with the *** You would think after two years working with Ideal Tax Solutions they would have explained or given me something for my time and $5,000 dollars.

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Ideal Tax I called this company due to a *** tax debt issue

I called this company due to a *** tax debt issue. I spoke with *** a representative of Ideal Tax Solutions. She informed me that there was a non refundable $500 investigation fee. I paid the fee and a month later I was told that I qualified for the tax debt relief program. I asked her several times if she was sure that Ideal Tax Solutions would be able to negotiate my debt. *** told me that Ideal Tax Solution could definitely lower my tax debt. She told me that $2500.00 contract fee would be an investment of my money and I would see more value by spending the $2500 to have Ideal Tax Solutions represent me with the *** At that time I hired Ideal Tax Solutions and was set up on a $280 a month payment plan. I sent Ideal Tax Solutions my 2019 and 2020 tax information and was assigned *** as my case manager. For 3 months nothing was done with my case and *** would not answer my phone calls or emails that I sent her. Eventually she was fired and *** was assigned as my case manager in late June. Once the *** received my 2019 and 2020 taxes my refund for the 2 years was greater than my *** tax debt. The *** kept $15,000 of my tax return and Ideal Tax Solutions never negotiated any of my debt. I informed *** in the beginning that my refund would be greater than my debt and she told me that The Professionals at Ideal Tax Solutions would be able to negotiate a reduction in my tax debt from between 60%-90%. Ideal Tax Solutions never negotiated anything with the *** all they did was file my taxes and have my return eliminate my tax debt. I could have done this myself and saved $3000. Ideal Tax Solutions did not do what they said they would do. When I spoke with a manager he told me that sometimes the *** will intercept your tax return. The *** didnt intercept my taxes, Ideal Tax Solutions sent them my taxes. Ideal Tax Solutions offered me a service that they did not do. I am asking for a $2000 refund of my money

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About Ideal Tax

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Ideal Tax is a highly reputable tax resolution firm that specializes in resolving tax problems on behalf of individuals and businesses. The company is dedicated to providing top-notch solutions, tailored to fit the unique needs of clients. Ideal Tax works hand-in-hand with clients to help them navigate the complex world of tax laws and regulations.

Ideal Tax is a trusted authority in tax resolution with years of experience dealing with the IRS and state tax authorities. The company's team of professionals is well-versed in the latest tax codes and is dedicated to staying up-to-date on changes to ensure clients receive the highest quality of service.

Ideal Tax prides itself on offering affordable solutions to their clients. They understand that tax issues can add a lot of stress to a person's life, and that's why they offer an array of cost-effective solutions to help clients get back on track. The company strives to work within the financial constraints of clients while delivering excellent results.

Ideal Tax is committed to helping clients resolve their tax issues quickly and efficiently. The company's goal is to provide clients with peace of mind, knowing that their tax problems are in the hands of a highly experienced team. Ideal Tax offers a range of services, including tax settlement negotiation, penalty abatement, wage garnishment release, and much more.

In conclusion, Ideal Tax is an excellent choice for those who need assistance in resolving their tax problems. With a professional team, a wealth of experience, and an unwavering commitment to customer service, Ideal Tax is the perfect solution for individuals and businesses alike.

Overview of Ideal Tax complaint handling

Ideal Tax reviews first appeared on Complaints Board on Feb 24, 2023. The latest review This company is crooked was posted on Mar 27, 2023. The latest complaint I will have you know I will be filing a complaint with the State Attorney General of California, Xavier B****** to inform him of your consumer was resolved on Feb 26, 2023. Ideal Tax has an average consumer rating of 4 stars from 28 reviews. Ideal Tax has resolved 12 complaints.
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  1. Ideal Tax Contacts

  2. Ideal Tax phone numbers
    +1 (714) 751-5200
    +1 (714) 751-5200
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  3. Ideal Tax emails
  4. Ideal Tax address
    2 MacArthur Pl Ste 300, Santa Ana, California, 92707-7726, United States
  5. Ideal Tax social media
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    Checked and verified by Maria This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    Dec 04, 2024
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