I received terrible service, inaccurate and harmful advice, and was fraudulently induced to sign a $2,500 retainer for services that were never provided by a Senior Tax Consultant of Get a Tax Lawyer d/b/a American Tax Solutions (ATASCO), https://getataxlawyer.com/ and www.AmericanTaxSolutions.com.
I received a notice in the mail which appeared to come from my local taxing authority stating that my assets were about to be seized for nonpayment of a state sales tax assessment, and as I result, I called the number provided in the notice and I spoke with a Senior Tax Consultant with the firm. He provided me with inaccurate, potentially harmful, and likely illegal financial and legal advice.
He told me that the State of Texas could and was likely in the process of seizing my IRA and garnishing my Social Security payments to collect the tax debt, which I later learned is totally false and illegal.
He advised me to engage in a complicated financial transaction that would require me to withdraw my protected retirement savings from my IRA and reinvest them in an out-of-state corporation to shield them from collection – which was the opposite of the truth, and actionable under the Bankruptcy Code.
Based on this erroneous and unethical advice, I paid the firm $2,500.
Immediately after payment of the retainer, I received a call from the Supervisor of the Office of the Attorney General of Texas, who was the official charged with investigating my case, and she informed me that the advice from the company representative was incorrect and actionable. I contacted him with this information, and requested a cancellation and refund within the 5-day withdrawal period, to which I did not receive a timely response to either my requests for help in the matter, or the cancellation request.
I contacted an attorney with Ross & Matthews law firm, who informed me that the actions of the company included fraudulent inducement to sign the representation agreement, breach of contract, negligent activity with regard to my case, and advice that was actionable under the Bankruptcy Code.
When I relayed this information to first the Senior Tax Consultant, then the Retention Manager, they both recognized the legal liability, and agreed to a full refund of the payment. I was assured in writing on multiple occasions that the funds had already been returned to my bank account, which was false.
Then the Retention Manager agreed to the refund in writing, and he initiated a Termination Agreement to be signed, which I received by email but was withdrawn before I could sign it.
He then provided a new custom agreement from the legal department, an Addendum and Mutual Release agreement to provide a full refund. As soon as I signed and returned it, he advised me the firm would not countersign the release and that they would not make the agreed refund.
This information, and detailed documentation of this irresponsible and unethical behavior, was provided to 2 senior company officials by my law firm, Ross & Matthews, by certified mail on Feb 3rd, and to this date no response has been received.
On multiple occasions, my attorney and I both requested in writing the name of the attorney who purportedly provided the inaccurate and actionable legal and financial advice which was provided by the Senior Tax Consultant, and never received a response.
This leads me to believe that the Senior Tax Consultant was dispensing both legal and financial advice without being an attorney or a licensed financial advisor, with the tacit agreement of company principals.
The firm never did anything on the case, never assigned an attorney to handle the matter, did no investigation or due diligence, and acted in an unprofessional and irresponsible manner towards me as a client, and provided inaccurate and harmful legal advice and financial recommendations.
Terrible service. and reprehensible corporate behavior.
Desired outcome: Full refund and my legal costs and time seeking a solution