Shari K.
What began as a promising sales pitch…
What began as a promising sales pitch in the website's initial callback conversation with the company in FL has become an unacceptable communication endeavor with the outsourced "tax professional." She waited past the final hour to let us know THEY had the wrong first digit for the taxpayer ID. She insisted the FL office did not include the L11 form in our file, and she needed me to resend it to her. I did at 8:52 am on 05/21/2025. She previously had made the excuse that she was waiting for the IRS to approve the POAs they had sent in. She again said she was sending (calling) it in right then. If there was a problem with the POA forms, we should have been notified immediately, not the day before the deadline, (May 22, 2025). Once again, in her email to me on May 21, 2025, at 5:47 pm she insisted that she needed to confirm my husband's name and SS# so she could call the IRS with the POA information. The confirmation of name and SS#, the LT-*- form had been texted, called in, and emailed to her by both my husband and me multiple times. The SS# was given to the original representative from FL on a recorded conversation that my husband and I were both part of. The digits were clearly given and repeated back, then confirmed. I confronted the "tax professional" from Cedar Falls, VA regarding the frustration and she answered with "Stop this, or I will block you. I now deal with your husband only." They charged $6800 (so far). If it were up to me only, I would get the initial down payment of $680 back and cancel the subsequent monthly payments. She has become a real source of chaos by placing the blame everywhere but on herself and has tried to pull off the "You have to listen to me because I am trying to help you" effect. If my husband wants to keep her, I at least want her to get things done, not give updated excuses about why she is PAST THE DEADLINE for doing what we are being charged so heavily for.
Response from Tax Defense NetworkMay 29, 2025
We appreciate the opportunity to work with you regarding your tax matters but understand you have had many questions about our company's processes and procedures. Although we have addressed several of these concerns, it seems there is still some confusion. Our team will reach out to you shortly to discuss this matter and any other servicing concerns you may have.




