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Business Profile

Property Tax Consultants

Texas Protax, LLC

Complaints

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Complaint Details

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Complaint Type
  • Complaint Type:
    Billing Issues
    Status:
    Answered
    I own a condo in Austin and once used the Texas Protax for property tax appeal in the past. For 2022 tax year I used Ownwell for appeal. I had multiple corespondence with Ownwell throughout the process and I received a property tax reduction for 2022. I had email on file for the whole process and I paid Ownwell for the service $434.60 on August 8,2023. I never contacted Texas Protax for their service for 2022 and suddenly I received a bill of $1098.57 and they claimed that they did the work to lower my tax. I replied to them through many email and also a phone call to the customer service but they are tone deaf. They keep sending me late notice from their collection teams to demand payment. The customer service indicated that I never cancelled my service with them. That is a joke. This type of service need to be approved by me. I had no dealing with them for the whole process except getting the bill. Again, I replied every single time repeatedly and it is going nowhere. I need help to stop this harrassment.

    Business response

    04/22/2024

    Good afternoon.  I have reviewed the complaint, provided documents, and our files concerning Ms. ***** statement of events.  I think there is a misunderstanding about which year she hired Ownwell and which year we were under an agreement to work for her.
    2021
    On May 14, 2021, ************ signed an agreement and appointment of agent form with Texas Protax for property tax representation on her ************ condo.  Both the agreement and appointment of agent form state clearly that the agreement with Texas Protax is continuous until either party notifies the other in writing of the cancellation.
    2022
    Per our agreement and no communication to the contrary from ************, we represented her property for the 2021 and 2022 tax years.  In 2022, we attended the hearing and reduced the value of Ms. ***** condo from $750,765 to $611,700.  The invoice being disputed in this complaint is for the 2022 reduction resulting from the work by Texas Protax.
    2023
    The following year, through in-house research, we discovered ************ hired a new agent for the 2023 tax year. As such, we closed Ms. ***** account for the 2023 tax year on May 20, 2023, notified ************ of the closure, and notified the appraisal district of our revoked authority.
    The document provided by ************ is for the 2023 tax year.  I agree that ************ hired Ownwell for 2023.  We have not sent *********** an invoice for work in 2023, nor did we represent that we worked the property tax protest in 2023.
    Our work and invoice disputed here are for the 2022 tax year. We have fulfilled our responsibilities under the agreement we had with ************ for the 2021 and 2022 tax years, and we have recognized and closed her account for the 2023 tax year. The invoice in dispute is due and payable for our services.
    Thank you for the opportunity to respond to this claim and provide a timeline of events with documentation.

    Customer response

    04/22/2024

    Complaint: 21548071

    I am rejecting this response because: I did use Ownwell property tax appeal service for 2022. I previousely uploaded the wrong receipt. I now uploaded the correct one. Again, I did not have any communication with Texas Protax at all and I did with Ownwell. And I paid them. Thank you.

    Regards,

    ***********************

    Business response

    06/06/2024

    We are sorry to learn that ************ rejected our response to her complaint. However, I will re-iterate and re-attach the documentation we have from the signed agreements with Texas Protax as well as from the county appraisal district.

    As previously stated, the document provided by ************ is for the 2023 tax year. I agree that ************ hired Ownwell for 2023.  We have not sent *********** an invoice for work in 2023, nor did we represent that we worked the property tax protest in 2023.

    Our work and invoice disputed here are for the 2022 tax year. We have fulfilled our responsibilities under the agreement we had with ************ for the 2021 and 2022 tax years, and we have recognized and closed her account for the 2023 tax year. The invoice in dispute is due and payable for our services.

    Thank you for the opportunity to respond to this claim and provide a timeline of events with documentation.

    We are sorry to hear that you rejected this response, but all attached documents reflect all documents from the county and communications from Texas Protax, to ************. 

    At this time that is all the information we have to go on and that is why the invoice is still outstanding. 

    I hope this clarifies the issue. Thanks very much. 

    Texas Protax

     

     

    Customer response

    06/06/2024

    Complaint: 21548071

    I am rejecting this response because:I had no communication with your service for year 2022 whatsoever.I had step-by-step communication with Ownwell for the property tax appeal service.  Please see the attachment of the invoice and the receipt showing that I paid them for the service for 2022.  I wish you good except this and stop billing me.

    Regards,

    ***********************
  • Complaint Type:
    Billing Issues
    Status:
    Answered
    I have been a client of Texas protax for many years. Their service is to represent their clients to appeal the property taxes assessed for their houses and if they are successful in doing that in a given year, then they collect 33% of the savings amount. For tax year 2022, they didnt reduce my taxes and I paid the full amount assessed in January 2023. However Texas Protax sent me a bill for $372.50 and when I disputed that bill, they said that they are trying to recover their efforts, blah blah and that they introduced a clause in their contracts. Their marketing model was simple, if we reduce your taxes, we will collect 33% of the savings, otherwise you pay nothing.. Many other businesses operate using that some model.. Collecting an additional fee from me on top of the taxes I owe is obviously not acceptable. I cancelled my contract with them in 2023, but they kept sending bills with various red colors, etc. I tried to reach their billing department several times during 2023 to try to close this matter, but was never successful. Recently on December 2023 they send another bill offering a reduced bill amount of $298.00 and demanding payment by Feb 2, ****. Again I tried to reach their billing department without success and I left them a long voice message. I believe there are many other clients who filed complaints about this company and their attempt to collect fees

    Business response

    01/12/2024

    Hello-

    I want to express how disappointed we are that you are unhappy with the service you received. Our property tax consultants work very hard to achieve the greatest property tax reduction possible. In comparison to many of our competitors, our agents are the few that attend every appraisal review board (ARB) hearing in person for every one of our clients.

    Sometimes, due to exemptions such as the over 65 exemption and the homestead exemption, it can be more challenging for the agent to get reduction in taxable value. However, I reviewed your latest ARB board order and it seems you were granted a $149,089 reduction in appraised value. Although, you will not see that reduction reflected on your current tax bill, every year you protest your appraised value you will continue to receive reductions that will ultimately get you to your goal of a reduction in your tax bill. 

    The reduction you received as a result of your property tax agent's hard work is what we refer to as our market value reduction fee. This fee was explained in your 2022 and 2020 signed agreements  as follows: 

    Market Value Reduction Fee: For properties with a capped market value or a special use valuation, Protax shall be paid the greater of the minimum fee, the taxable savings fee, or $**** for each $***** reduction in the market value.
    Example only [(Notice Market Value - Final Market Value) / ***** x **** = Total Fees in excess of administrative fee]. {*Capped Market Value at $900,000; reduction equals no tax savings* (Notice Market $1,100,000 Final Market $*****,000) / ***** x **** = $250 Performance Fee due at conclusion of protest process}].
    The performance based fee is earned only for the year in which the value reduction applies. All fee calculations begin with the original notice value for the current tax year regardless of who filed the protest and any E-file and/or informal settlement offers made from the appraisal district unless otherwise agreed to in writing.

    We apologize for any confusion you may have experienced. We definitely do not ever want a client feeling like they have not been heard or did not have their questions answered. As of today, 1/12/2024, your account does show it has been closed and we will no longer represent your property moving forward. 

    We appreciate allowing us to represent your property in front of the appraisal review board and wish you the best of luck in 2024. 

    Sincerely, 

    *********************

    Customer response

    01/12/2024

    Complaint: 21126286

    I am rejecting this response because:

    The contract I originally signed with Texas Protax was different and it didnt have these fees that are based on performance or whatever. Their marketing was simple: If we save you taxes, then we get a percentage.. That's it .. no min fee and no performance fee. I didnt realize that they put some extra language .. Obviously. this is not Fair and it is a deceiving practice. Once I discovered the new payment structure I asked them to cancel the contract.  Changing the rules of the game after so many years is not fair.. no one reads the small print. They should have sent a clear warning that they are changing their billing strategy. As you will see in the email exchange I'm attaching, they had a clear opportunity to explain their new strategy to collect fees when I' inquired about what happens when I reach 65 and the tax stops increasing. 

    Im attaching an email message that I sent to them in 2021 regarding the 65 tax freeze and questioning whether I will still need their service. (Notice that I reached 65 in 2022) a

    They responded that the tax may still increase despite the freeze because some taxes are not frozen and hence they still can provide tax savings for me. There were no mention of the alternative fee tactic that they came up with. 

    NOTE THAT THEY NEVER MENTIONED THE BENEFITS OF JUST REDUCING THE MARKET VALUE WITHOUT REDUCING THE ***** .. 


    Regards,

    ***********************

    Business response

    01/19/2024

    Good afternoon,

    Thank you for the opportunity to respond to this inquiry.  As stated in our first response, we disagree that our fee structure was not communicated or made clear to our clients. In this particular case, there was discussion, acknowledgement, agreement, and payment for two years before this complaint was filed.

    On 12/18/2019 we sent an initial email to our existing clients informing them that we needed to change our fee structures.  On 12/19/2019, Dr. ***** and I exchanged emails concerning the new fee structure and how that would work with her new exemption status.  In that email (attached) I clearly stated twice that our fee structure may not be advantageous for her property with the new exemption.

    However, on 12/20/2019, Dr. ***** emailed our office to continue representation and ultimately signed the new agreement on 02/04/2020 and paid the advance administrative fee of $150.  In 2020, there were no further tax savings, and therefore no further invoice due.

    Then during 2021, we reduced the advance fee from $150 to a minimum fee of $50 and did not require the advance payment.  However, all the other terms of our agreement remained in place.

    On 12/09/2021 we sent Dr. ***** an invoice in the amount of $117.50.  Included with that invoice was a summary of her account showing no tax savings, and the fee based on the Market Value Reduction.

    On 12/10/2021, Dr. ***** paid that invoice with a check (attached).

    Then on 08/19/2022, as we continued cleaning up our records, Dr. ***** signed a new agreement with the $50 minimum, the Market Value Reduction Fee and the *************** Fee comparison.

    There were no changes in how we billed Dr. ***** from 2021 when she paid the Market Value Fee and the 2022 invoice that is now being disputed.

    Please see the attached documents.  It is our position that we clearly communicated the changes and even advised Dr. ***** that our fee structure may not work for her property.  However, once she signed a new agreement, we had a fiduciary obligation to represent her property and invoice her accordingly.  Then after paying the 2021 invoice based on the same methodology of calculation, we had no knowledge the client would object to our operations going forward.

    We are happy to honor the 20% discounted offer, but at this time, we do not think cancelling the invoice entirely is fair to our firm or in line with our agreement.

    Thank you,

    **************************

    President

  • Complaint Type:
    Order Issues
    Status:
    Answered
    Texas Protax billed me for services that provide no actual savings - a contradiction to what was told to me when I signed up for their services years ago. Sneaky contract changes shouldnt allow this to happen. The recent contractual language that allows them to do this is buried in a complex legal agreement I unfortunately signed thinking it was similar to past years. As they have shared in past comments, the words are there but the education and communication of this change have caught me and many customers off guard given its sneaky implementation. Its an odd coincidence this change was deceptively slipped into the agreement when home values rapidly increased and the firm knew there services would not save actual tax money so they needed to generate revenue somehow at the expense of their dedicated customers like me who are now embarrassed that I recommended them in the past. The firm should have made its customers aware of the impact the rising home values would have on the level of savings the firm could provide so customers like me could re-asses their value and either cancel their services or opt out for a period of time. I find this firms practices deceiving and not in the best interests of its customers. Feels like a money grab for a reduced appraisal value that wont matter anyway in the future when home prices settle back down. This firm shouldve ashamed of themselves and the way they communicated and treated loyal, multi year customers with their sneaky contract changes.

    Business response

    03/21/2023

    **************************** initially signed up with us in April, 2019.  After a prolonged 2019 protest season, we decided that we needed to change our business model and we began emailing clients with the new fee structure changes in December, 2019.  **************************** was first notified of the fee structure change on Jan 22, 2020.  He called on Jan 23, 2020 and discussed the fee structure changes with us.  He received another email on Feb 6, 2020, reminding him that we were changing to a new fee structure.  Ultimately, he signed a contract on 2/11/2020 accepting the new fee structure and hiring us to represent him.   Since he signed up, we have only made one change to our fees and it was to his benefit.  We changed the advanced administrative fee of $150 per parcel to a $50 minimum fee per parcel, due after the protest. 
    In December 2019/Jan 2020, no one could have anticipated the sharp rise in home values for 2022 appraisals. Texas Protax has been happy to engage with our clients regarding the market reduction fee provision of their contracts.  As **************************** notes, ****** County property values saw a meteoric rise in 2022.  His own property value went from $798,900 in 2021 to $1,225,638 in 2022. Texas Protax Property Tax Consultants were able to conduct excellent research that resulted in dramatic reductions on those property values--in ******************************** case, his agent achieved a reduction of $142,013 for a final value of $1,083,625.  We could not forsee the market activity, and we could not predict the ********************** response to our research and arguments.  There was no deceit, and there was no suspicious timing. If he would like to discuss his fee further, or request a billing adjustment, he should continue the dialogue he established with his agent, and if he is unsatisfied, he should ask to speak to a manager.

    Customer response

    03/21/2023

    Complaint: 19624950

    I am rejecting this response because:

    Discussions in the past surrounded only the implementation of a minimum fee when the actual out of pocket savings didn't enable the firm to earn sufficient revenue.   I accepted the minimum fee as the firm has acknowledged.  The past discussion continued to surround the fundamental reason for the service was to save me $$ and if they couldn't do so, there would still be a NOMINAL fee for their effort.   At no point was there the same level of discussion or awareness pertaining to the fees this firm would charge when in fact there were no actual savings on my part.   Again, I contend the wording was slipped into the agreement in a deceptive way and to suggest when I called in 3 years ago we discussed this is, once again, deceptive.  No conversation was had about this new wording and the possible impact it might have.    

    As I mentioned in my earlier complaint, there was ZERO communication to me (and other clients per the numerous complaints I have seen) that the fundamental reason I use and pay this firm (to SAVE MONEY) would no longer be an option.  At at a minimum, some level of professional, client focused communication should have occurred providing customers with awareness that the BENEFIT of using the firm was fundamentally changing and I could have chosen then to continue my services or step away.   

    This firm has moved from a NOMINAL fee to charging exorbitant fees for phantom future/potential savings down the road that will likely be non-existent in the future.  Given the high prices in the Austin area, they are already falling negating any value Texas Protax says they are offering.  Read the Austin American Statesman today about Austin home prices toppling per the Austin ***** of *********  ****** County will soon lower home values as sales and home values continue to drop.  I continue to contend that Texas Protax is being deceptive and should be charging a nominal fee for their services (as they shared with me in the past) vs. their current money grab given the rapid rise in real estate value in 2021 and 2022.

     


    Regards,

    *********************************

  • Complaint Type:
    Service or Repair Issues
    Status:
    Answered
    Protax Austin is charging me for services that I did not want nor did I request or approve these services. The services according to them were provided in 2018 and 2017. I want them to stop harassing me, and and report debt resolved. I have repeatedly denied their claim.

    Business response

    02/15/2023

    Thank you for reaching out to me regarding Mrs. ********* complaint.  Our relationship with ********************* began in 2015 when she enlisted our services to protest the values of two properties she owned in ****** County.  Our contracts stipulate that our representation is continuous until notified in writing (see SCB25_2015_AGR.pdf).  This is standard practice within our industry.  Written notification can be in the form of a letter or email, so long as we have a clear and enduring record of the clients desire to cancel services. 

     

    We continued to represent Mrs. ********* two properties in 2016 and 2017, but we were not paid for our services.  In February 2018, we sent an outstanding balance letter for the amounts due.  We followed up with our standard pre-protest requests for information and updated documentation.  On 5/8/2018, we called and left a voicemail explaining that we did not have a current appointment of agent form (AoA) and we would need one to represent the properties in a hearing.  On 6/6/2018, we spoke to **********************  She stated that she was unaware that our services are continuous.  Our contact log does not indicate that she asked to negotiate her prior bills, but she did discuss adding an expiration date to a new contract and a new contract was sent to her (see 2018 agreement with hand written notes, and 2018 AoA with expiration date).

     

    Although she signed a new agreement in 2018, ********************* still maintains that she does not owe us for services rendered in 2018.

     

    Since the 2018 documents expired, Texas Protax did not represent Mrs. ********* properties in 2019 or the following years, but we did continue to send her reminder letters for her past due bills.  In an effort to resolve the unpaid debt, our billing department sent a letter in January 2023 offering to discount the outstanding balance by 20% if she would pay it by the end of the month.  ********************* called us in response to that letter to dispute the balance in spite of the two signed agreements.  Rather than work with us, she hung up the phone unexpectedly with no indication that she was willing to pay any portion of the amount due.  Shortly thereafter, she filed her complaint with the Better Business Bureau.

     

    It is my belief that ******************* enrolled in our services and reaped the benefits from 2015 to 2018.  As with any service provider, my employees deserve to get paid for their work.  Although our January 2023 offer expired at the end of the month, I am still willing to honor it for her.

     

    Please let me know if you have any questions.

  • Complaint Type:
    Billing Issues
    Status:
    Answered
    I have worked with this company for over 10 years and after moving to a new property did not hesitate to work with them again but I was unaware that they changed their billing fees and now will charge huge prices to property owners even if they do not save you money. They always used a slogan that promoted that you only pay them if they save you money on taxes. Well, when they changed that policy they did not inform me of that change but merely said - sign this new paperwork so we can continue to represent your new property. It was not only deceptive but horrible customer service. You will see many more complaints about this policy change and customers not realizing the change was made until they get a huge bill for nothing. I don't even have any guarantee they did anything or had a hearing with the tax office. What I'm being charged for is something I could do in 5 minutes. I was never informed of this enormous change in billing policy and I find their promotion of no fees unless ***************** deceptive.

    Business response

    02/17/2023

    Good Morning Sydney,

     

    I believe we have resolved the issue with ****************, but I would like to give you feedback and close the loop with the BBB.

     

    **************** originally engaged our services from 2010 to 2013, and again in 2018 when our fee structure was strictly contingency-based, determined by reductions resulting in a tax savings.   We changed our fee structure in December 2019 to include a $150 advanced administrative fee and an additional performance based fee called a Market Value Reduction Fee for reductions that did not result in tax savings on properties that were already protected by exemptions or special valuations.  We negotiated with **************** to waive the $150 advanced administrative fee for his contract, leaving the two performance based fees.  These fees are clearly stated in our contract.  They are not hidden in small print or otherwise (see attachedhighlighted for your convenience).

     

    We were able to achieve a reduction on ****************** property value in 2020 and 2021 that resulted in tax savings for both years.  In 2022, the appraisal district raised values by so much, that ****************** market value increased by 63% (almost $431K).  His homestead cap benefit activated and his taxable value only increased by 10% (by about $62K).  **************** did not give any indication that he did not want us to protest on his behalf,  so we sought a formal hearing and achieved a $131,349 reduction to his market value (12% lower than his market value at the time of notice).  Obviously, this did not get below his taxable capped value, but it did generate a market value reduction fee of $327.50. 

     

    **************** reached out to Texas Protax on January 12 to express his dissatisfaction with the bill and his desire to close his account.  His agent called him back on January 17th and they agreed to reduce the fee to $150.00.  The account closure was finalized on January 26th, and the fee was paid on February 10th.  To my knowledge, all issues have been resolved to ****************** agreed conclusion.

     

    If **************** has additional questions or concerns, I am happy to speak with him.

     

    Thank you,

  • Complaint Type:
    Order Issues
    Status:
    Resolved
    Normally a reduction in property market value by the *************************************** results in a reduction in property taxes. Because of prior experience, I was not reluctant to sign the TexasProtaxAustin agreement in 2022 that had language about a market-value reduction fee. Had I known that TPAs fee structure is designed to generate high fees regardless of benefit to the client I would not have signed, but there was no explicit warning to that effect in the agreement (see Exhibit A).A tax hearing that produces no tax reduction should result in the minimum service fee, not an exorbitant fee like the one I was charged (see Exhibit B). Note that the invoice falsely claims that the cap (assessed) value was reduced $122,000, when in fact it did not change at all. I asked ********************************* to explain how the market-value reduction financially benefitted me, but she was unable to do so. I offered to settle this dispute for $150, but TPA refused the offer even though it is 3 times the minimum fee stated in their agreement and equal to the minimum fee of prior years.The TPA website states Lower your property taxes with Texas Protax, a link below states LOWER MY PROPERTY TAX. Clearly TPA is marketing tax-reduction, not market-value reduction. Switching from a minimum service fee ($50) or a tax-reduction based fee to a market-value reduction fee is deceptive, and is a classic case of bait and switch. Getting the market value of a property reduced is meaningless and insignificant unless there is also a reduction in property taxes. TPA is selling a service, but if the service (market-value reduction) produces no tangible financial benefit to the client, then the performance-based fee is fraudulent. TPA has manufactured a market-value reduction fee that generates huge profits for an action that has no intrinsic financial benefit and then they pretend that they are performing a valuable service. This is simply a greedy, deceptive, unethical business practice.

    Business response

    10/19/2022

    Good afternoon,

    I have reviewed ******************** account and have the following information to offer.  **************** was originally a client of Texas Protax starting in 2016.  In 2020, we changed our fee structure from a contingency only approach to a mixed fee structure that included three components - the greater of an advance administrative fee, a market value reduction fee, or a taxable savings fee.  On January 27, 2020, we emailed the notice of our fee changs to **************** with a detailed explanation of the changes, examples, and an option to go to our website to enter value information and estimate our charges.  After receiving this email about that change in our structure, **************** closed his account with Texas Protax on February 6, 2020.  In 2021, we decided to change the advance administrative fee to a minimum fee, but maintained the comparison of the market value reduction, the minimum fee, or the taxable value fee.  When **************** signed up with our services again for 2022 on May 1, 2022, the agreement he signed clearly explained the three fee structure approach and gave examples of how those fees would be calculated.  The example in the agreement contemplates a $250 fee for a market value reduction of $100,000.  In ******************** case for 2022, we reduced his Market Value by just over $122,000 which resulted in the $305 Market Value Reduction Fee.

    Unfortunately, when we started invoicing the properties that were being charged the Market Value Reduction Fee, we failed to update and better explain our invoice - which is clearly causing confusion.  ******************** invoice was sent on September 9, and our edits and updates to our invoice did not go into production until September 16.

    While I disagree that our agreement and change in fee structures is misleading - especially considering ******************** prior agreement with us and his termination of our agreement in 2020 after we gave him notice of the changes we were making to the fee structures, I do understand that the invoice he received from us for 2022 is confusing.

    In light of that confusion, I appreciate the $50 payment **************** submitted, and I will waive the rest of the 2022 fee.  ******************** account is already closed in our system, so he shouldn't have any further representation by our firm at this point.  We appreciate the opportunity to review this case, and are actively making the changes in our communications to our clients to help everyone understand the fee structure calculations. 

    Thank you, ***********************

    Customer response

    10/20/2022

    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Regards,

    *************************
  • Complaint Type:
    Order Issues
    Status:
    Resolved
    Texas Protax tricked me into signing an ongoing agreement with them. I thought I was hiring them to represent me on a one-time basis. Apparently, there was some gotcha fine print that said I was signing up for an ongoing service. I phoned the company today. Their representative, *************************** refused to cancel my bill when requested.

    Business response

    09/21/2022

    Good afternoon,  I have reviewed the circumstances of this account, and am offering the following response.  ****************** signed up with Texas Protax on April 25, 2018.  Our agreement is only 5 paragraphs long and plainly states the agreement is continuous each year as the first sentence of the fourth paragraph.  On April 2, 2020, ****************** signed an additional agreement with Texas Protax when we changed our fee structures.  That agreement again plainly states the agreement is continuous in the first sentence of the fourth paragraph.  Additionally, ****************** signed two Appointment of Agent forms (in 2018 and 2020), both indicating our authorization to work his property was continuous until notified on Step 5. Moreover, ****************** paid invoices for our services in 2018, 2019, 2020, and 2021.  

     

    If the only dispute is that we "tricked" ****************** into representing him since 2018 after he paid all the invoices received since 2018, then Texas Protax disagrees with the assertion.  We believe based on the signed documentation and history of representation and acknowledgement and agreement indicated by the payment history that our 2022 fees were earned and are payable.

     

    If there are any additional questions, please let me know.

    **************************

    CEO, Texas Protax Austin, Inc.

    Customer response

    09/22/2022

    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

     

    I would like to commend Texas ProTax CEO *********************** for her professional response to my complaint.

    Regards,

    ************************* *******

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