United Tax Defense Reviews 101

A representative named Katie Lee of United Tax defense contacted me last December close to the end of the year offering to help me get out of tax debt. This contact by Katie was unsolicited. After a few attempts with the IRS she was able to get me an extension on the tax debt I had due for 2023. I was a 1099 worker for 2023 and some of 2024, and needed to catch up, but had had trouble finding stable work after leaving my job last June.

Katie promised many goals that we both shared offered by United tax defense to include 1) an offer in compromise or 2) eliminating the tax debt all together 3) tax prep help for 2024. She also sensed the urgency that we should get 2024 taxes done ASAP to do this as a package.

She shared all these five star reviews about United tax defense, and I was hesitant, although willing to give it a try for the fee they were asking in the contract with United Consumer Fin. service, on an installment to pay. This was done sometime in Jan 2025. (agreement copy available) At that time, Katie Lee began to be difficult to get in touch with/ non responsive to my requests. She also assigned me to a Case manager named "Manny" who never did anything. He did speak with me on the phone once or twice, but no movement was going on with my case. I lost touch with Manny and then a new case manager began reaching out ot me around March. (apparently Manny left UTD) At that time, I had lost complete confidence in United Tax Defense because : 1) around February 2024, when tax docs were first available I made every effort to get my info to them so they could do my taxes fast. Yet the tax worksheet website UTD sent me was non functional, nor was it secure. It looked quite elementary and unprofessional. I spent quite a few hours scanning receipts and attempting to upload docs to it. Katie was apologetic and said something about it going under maintenance. The company and new case manager called me once, but I was then hesitant and lost confidence in them to do anything as they could not even provide a secure setting for me to share my sensitive docs (they suggested using a google drive link).

I then changed course and said to just help me do the offer in compromise for 2023 or negotiate something on my behalf for 2023. That was never done by UTD (united tax defense)

In fact, I tried to reach out to Katie a few times in April and all her emails were bouncing back as well as her cell phone texts. (screenshots available) Last month, I heard from case manager no 3 named Beth. At this point I wasn't planning to make any more payments on the contract because UTD failed to do any of the work they promised to do.

I last spoke to a supervisor named Egar, who kept insisting for me to send my tax info to him and that they would only do the tax defense work if I did my taxes for 2024 with them. He was not flexible on this, in spite of all the turnover with case managers, and faulty tax document prep website, among other miscommunications and just a complete lack of attention to my case. I have been in touch with UTD since Dec 2024, and here I am now approaching my tax extension deadline with IRS, and still in the same place where I started.

I told Egar to let me out of the contract because it was no longer in effect as they had failed to do their part. He was like a recording and kept talking at me instead of listening to me. He sent a few messages even after our conversation for me to send my tax docs to him. Why would I do that at this point? I am prepared to pursue all remedies in law and equity to get out of this unconscionable contract. It is completely unjust to require payment for this fraudulent contract. UTD didn't do anything. Katie Lee misrepresented UTDs' abilities, and UTD followed suit. They just send emails and call you, leave a few voicemails, but they never do anything, nor do they have any intention to do so.

--KE

Date of experience: February 28, 2025

SCAM SCAM SCAM - do not book this company it is 100% a scam!

Date of experience: May 22, 2025

DONT TRUST THIS PLACE!!!THEY WILL TAKE YOUR MONEY AND YOU WILL NOT BE ABLE TO CONTACT THEM TO GET IT BACK...IF BY CHANCE THEY ANSWER THE PHONE THEY WILL PROMPTLY HANG UP ON YOU!!! ITS SO OBVIOUS THAT ALL OF THESE 5 STAR REVIEWS ARE FAKE AS HELL. DONT FALL FOR IT, I HAVENT RECEIVED MY REFUND BACK AND ITS BEEN 3 WEEKS, TOTAL LIERS

Date of experience: March 21, 2025

I was contacted by Mr. Nathan Short with United Tax Defense and was told he could help me with my tax debt. He asked for $495 to start looking over my case. I told him I couldn't pay that so he offered $395. When he mentioned "if I wasn't happy with the resolution my money would be fully refunded" I agreed. He called me a couple of days later to tell me what I owed the IRS then asked me for an additional 6k to start working on my case. He was actually going to take that money from me without even providing me with an outcome. I declined and asked for my refund. 3-5 business days is what he told me. It's been about 12-14 business days and my calls go straight to his voicemail. When I call the main number if they happen to answer, they tell me someone will call me the next day. Needless to say I'm still waiting. As of this morning 4/18/2025 I had my wife call and leave voicemail on Mr. Shorts phone(an unfamiliar number to him) he called right back. He was obviously not prepared to answer what was going on with the refund so he HUNG UP ON HER! This company, these people are CROOKS! The only way others will know this is and put a stop to this is by writing reviews, file complaints and report them to the right authorities. For those of you interested in doing so, following this post a second review with that information will be written.

Date of experience: April 18, 2025

I paid 500 dollars for some transcripts I could order myself on irs website. They stopped my installment agreement which got me into trouble. Wanted to charge me 2900 dollars for a tax debt that’s only 7800. Almost half

Date of experience: February 21, 2025

Yes.I know this is

Date of experience: February 06, 2025

Marketing work work finish

Date of experience: December 11, 2023

The representative was very polite and helped to explain why this was a good way for me,Thanks Jeff Cheung!

Date of experience: November 22, 2024

Can someone confirm these reviews are REAL? I am considering working with them but having some apprehension with the initial communication. Truly will appreciate it.

Date of experience: November 19, 2024

Sara is definitely god-sent she allowed me to take care of my tax problems finally

Date of experience: September 17, 2024

something overwhelming turned something completely pleasant all thanks to UTD

Date of experience: September 15, 2024

5 stars for Al and his team for finally getting this heavy weight of my chest once and for all

Date of experience: October 03, 2024

I highly recommend Sara for helping me process everything!

Date of experience: September 23, 2024

I was weighed down by my tax problems for years and this week I finally decided that I have to do something about it and fix it,the investigation process was black and white and the plan they have for me is very realistic

Date of experience: October 05, 2024

Al was very helpful in the entire process.

Date of experience: October 03, 2024

Very honest and upfront with everything. Very informative.

Date of experience: September 18, 2024

5 stars for quality customer service even though I was just inquiring and end up making the best decision of my life.

Date of experience: September 12, 2024

Thank you very much for a very easy transaction and offering me a very good payment plan that I can afford.

Date of experience: September 24, 2024

I've been wallowing with my IRS debt for years when UTD and Sarah's team finally helped me.

Date of experience: August 20, 2024

Al was very helpful when it comes to answering all my questions and making sure I'm being updated

Date of experience: September 18, 2024