Advanced Tax Solutions, CPA, PCReviews of advancedtaxsolutions.com

Response from Advanced Tax Solutions, CPA, PCOct 8, 2025

Hi Jason. I hope you received my email, but in case you didn't I'll rehash it here, omitting personal details. I explained in the email that what you told me in our initial meeting turned out to not be true. I based my direction of action based on what you told me. You said you were certain of certain things. When I requested information from the IRS it turned out the things you were certain of were inaccurate. You never responded with any indication that the IRS information was wrong, so I have to assume what they show is correct. I based my inquiry on your statements. Had you given me accurate information I would have proceeded differently. But neither of us, apparently, knew what I would find. Based on the IRS information you didn't qualify for certain additional services that we discussed. I only charged you for the research which you agreed to before proceeding. I outlined it in writing... exactly what I was going to do and how much I would charge. I did that part and did no further work and did not charge you for anything else. Again, had you told me the truth in the beginning, I would not have performed the research, as it would have been evident that you would not qualify for certain IRS programs. Based on the actual findings, I stopped working and did not charge you for anything else. Had I known the truth, I wouldn't of even done the service that I performed for the fee charged. In any case, your review indicates your dissatisfaction and I wish that wasn't the case. Again, had I known the truth from the beginning, I could have and would have saved you the $1000 fee. Unfortunately, it cost $1000 to find out that you were wrong. I don't believe that is any fault of mine, but hate it just the same. In addition, I did find out where you stood and explained how to proceed prior to what the IRS had planned for you. I don't know if you did anything, but I think it had value to be warned and give you an opportunity to head it off at the pass before you found out the hard way what was coming. The whole thing is unfortunate, but I can only base my recommendations on what you tell me. If you are incorrect, it changes everything. In your case, things did indeed change. Because of the lack of truth in the situation I have coded you to not be contacted by my firm, and to prohibit further work with you in the future. I wish it wasn't so. But sometimes it's just best to learn a lesson and move on.

Response from Advanced Tax Solutions, CPA, PCMar 21, 2025

Dear Belinda, Thank you for reaching out to us. We offer opportunities for individuals to schedule face-to-face meetings to discuss their tax situation and explore available resolution options. During this meeting, we review your information, assess how we can assist you, and provide a fair quote for our services. Since every situation and budget is unique, these in-person consultations allow us to tailor our recommendations and offer you the best possible solution. Please note that you are under no obligation to proceed with our services after the meeting — you are completely free to explore other options, just as you would in any other industry. Additionally, I want to clarify that we never outsource any work outside of our firm. We take pride in delivering exceptional service entirely in-house to ensure consistency, quality, and confidentiality. If there was any confusion regarding outsourcing, it may have been with another provider as we do not engage in such practices. Unrelated to you. it has come to our attention that people are taking financial rewards to give us a low star review. If that is not you, I apologize in advance for this. You can imagine the damage to our otherwise stellar reputation. These reviews are from people who have never used our services. Many of them we have never heard of. Their reviews are bold faced lies. Again, this isn’t personally directed to you. I am offering a $5,000 reward to the first person who will provide evidence that leads to one of two things. 1) IRS revocation of the person or company’s license to practice before the IRS 2) or Monetary damages paid to us for libel and damage to reputation AS A BONUS, if we receive $50,000 or more in monetary damages (I have no doubt it will be much more than that), I will increase the reward by $5,000 for a total of $10,000. I’m sure someone will find this is ample consideration for 1 email. I will offer this person immunity from the libel and damage to reputation that they have done. However, during the court proceedings I will obtain a list of everyone who has been paid, and I will file damage claims individually. You may have given a fake name to us, but their records will have real names. It's just a matter of time. So, the people who are creating these fake reviews have a choice. You know that someone will sing for a probable $10,000 payment, minimum $5,000 reward. If you remain silent you will be listed in a separate lawsuit and pursued for your individual damages and libel case. If you are not the first one to send me an email, but send it before the suit is filed, then, while I will not offer the reward, I will offer immunity if your testimony is with precision and useful in the case. The reward only goes to the first person with the requisite information for proving the case, but immunity goes to all that have emailed facts that qualify. To qualify, everything must be written with precision. With precision it must outline who the contact person was, and the company behind it. It must indicate the form of payment and the amount. With precision it must show proof that supports the claim. With precision it must contain all pertinent details of the transaction. If you want to be the first, be expedient and send an email to [email protected]. Do not call until you have emailed me. Only the email counts as a date stamp for providing the information. The first email that lists with precision the details necessary to start the litigation gets the $5,000/$10,000 reward. If you are not the first you will not get a reward, but it will at least stop your personal exposure to damages as I will offer immunity to anyone who contributes with precision the above requested information. Don’t forget, the court will force them to provide real names. You may as well get the reward. Again, this ONLY APPLIES to fake reviews. If your review is in good conscious, by all means, you have nothing to worry about. I appreciate your input. Thanks.

Response from Advanced Tax Solutions, CPA, PCDec 13, 2024

Hi Bud Herzog. Thank you for contacting us. Yes, we DO charge $250 for TAX Appointments. There is NO CHARGE for folks who have IRS issues that need an initial consultation. That is our forte and is what we have such a good reputation for. As far as for single year tax clients, we charge $250 for the consultation. That fee is then applied to any tax return preparation you may engage us to prepare. In that sense, it is free as it gets applied to our tax services. The reason we do this is because so many people will schedule out our time when they really don't want to engage us, they just want free tax advice. In many cases, they get extremely upset when they just want free advice and find out that there is a fee. To be honest, we used to give free tax appointments, and we were completely booked up with free consultations for people just wanting free tax advice, and we had no room for clients who wanted our services. Because of that we had to start charging for our consultations. If someone just wants advice, then we are paid for our time. If they want tax preparation, we apply that toward the service. As far as it being "NOT DISCLOSED", you called and we told you. You make it appear like you came to our office only to be charged. You called and we let you know that there is a fee for the time, and you chose not to book and not to come in. Isn’t that the way things should work? We don’t waste your time, and you don’t waste ours? Again, for serious inquiries about tax preparation, we charge $250 for the time, and then apply it to your tax prep fee. It’s unfortunate that you are unhappy that we told you there would be a cost for our time. However, we certainly didn't make you drive all this way only to tell you there is a fee. We told you this during your initial phone call. We certainly don’t want to waste your time. I am offering a $5,000 reward to the first person who will provide evidence that leads to one of two things. 1) IRS revocation of the person or company’s license to practice before the IRS 2) or Monetary damages paid to us for libel and damage to reputation AS A BONUS, if we receive $50,000 or more in monetary damages (I have no doubt it will be much more than that), I will increase the reward by $5,000 for a total of $10,000. I’m sure someone will find this is ample consideration for 1 email. I will offer this person immunity from the libel and damage to reputation that they have done. However, during the court proceedings I will obtain a list of everyone who has been paid, and I will file damage claims individually. You may have given a fake name to us, but their records will have real names. It's just a matter of time. So, the people who are creating these fake reviews have a choice. You know that someone will sing for a probable $10,000 payment, minimum $5,000 reward. If you remain silent you will be listed in a separate lawsuit and pursued for your individual damages and libel case. If you are not the first one to send me an email, but send it before the suit is filed, then, while I will not offer the reward, I will offer immunity if your testimony is with precision and useful in the case. The reward only goes to the first person with the requisite information for proving the case, but immunity goes to all that have emailed facts that qualify. To qualify, everything must be written with precision. With precision it must outline who the contact person was, and the company behind it. It must indicate the form of payment and the amount. With precision it must show proof that supports the claim. With precision it must contain all pertinent details of the transaction. If you want to be the first, be expedient and send an email to [email protected]. Do not call until you have emailed me. Only the email counts as a date stamp for providing the information. The first email that lists with precision the details necessary to start the litigation gets the $5,000/$10,000 reward.