Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:02/18/2026

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I signed up with Legally Mine for the Asset protection package at a dental conference in Jan 2025. This was the only package they offered that included creation of legal entities (LLCs) which was all I was interested in. The package also included estate planning and tax saving strategies and it cost $6,800. In the first few months there was decent communication and they completed the estate planning and tax savings which again I was not interested in. When it came time to create the entities, I provided all the requested information to them and then it was silence. I would get no responses to my emails, I was ghosted, and I started to think that maybe I was scammed. Then I started getting monthly bills after the year was up for their monthly service. How could I be getting billed for a service that had not been provided. I finally got a hold of someone who informed me that I must have fallen through the cracks. This still doesn't explain why no one ever responded to my emails, especially my dedicated client coordinator REMOVED. When I signed up they stated a full refund if the tax savings didn't cover the cost of the program...well, without the multiple entity creations, nothing has changed. The company only offered to refund $3,200 for the unfinished entity creation. I am formally requesting a full refund of $6,800. I have had no tax savings, no creation of entites, and I never desired the estate planning but they told me it was included so may as well. I am an REMOVEDmember serving overseas and the last thing I need is to deal with this. This company did not provide was was promised and I want a full refund.

  

  Business Response

  Date: 03/12/2026

  REMOVED,

  Im very sorry for any frustration caused during the process. We take your feedback seriously and do not want any of our clients to feel unsupported.

  I do want to clarify a few things that were completed on our end.

  Within a few month of initiating service with you we had created a full asset-protection blueprint outlining our recommendations for your structure and we also prepared your living trust along with the accompanying estate planning documents. Additionally, you completed a full tax-strategy appointment with our tax strategist, REMOVED, who is both a REMOVEDand an attorney. That meeting included coordination with your personal accountant to review implementation of the strategy as well.

  Where the process unfortunately stalled was during the corporation creation phase. Without getting into specific details, Legally Mine cannot create entities for any clients against whom there is current legal action being taken, even if that legal action begins during the setup process. Once legal action is in place, we cannot continue setting up new entities, as doing so could expose both the client and our company to additional legal risk.

  Additionally, based on our records, our entity creation team required updated billing confirmation and certain final details before they were able to proceed with the filings. While this requirement prevented the entities from being finalized at that time, we acknowledge that we should have communicated more clearly and consistently about what was needed and the status of the process. The lack of timely follow-up from our side understandably created frustration, and for that we sincerely apologize. We have since updated this part of our billing updates system to provide clearer communication for future clients.

  Given the work that was completed on our end, we believe the 65% refund that was offered is fair and appropriately reflects the services that were already provided. That said, we remain open to continuing the conversation and working toward a resolution if you feel a different resolution else is more reasonable.

  Best Regards

  REMOVED

  Legally Mine Client Support
  
  

  
  

• Initial Complaint

  Date:11/11/2025

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I enrolled with Legally Mine late August in a meeting in Puerto Rico. After 1 week, I decided to withdraw from the contract within the allowed time. No work was done and I have requested the $9,800 charged to my CC to be refunded. I have sent more than 7 emails and talked to them. They are giving the run around and have not sent refund. My skepticism of doing business with them, is being validated. I hope they don’t scam me with the money. I would hate to report them to the state level authorities.

  

  Business Response

  Date: 12/02/2025

  Dear REMOVED,
  Thank you for your submission.

  Your refund request was processed and fulfilled. The check was mailed with USPS tracking number REMOVED, and delivery was confirmed on November 17, 2025.

  If you have any outstanding issues or further questions, you are welcome to reach out to our accounts department directly.

  Sincerely,
  Legally Mine
  Customer Relations Team

• Initial Complaint

  Date:10/06/2025

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Legally Mine did a presentation during a Chiropractic Conference. We were happy to sign up, and thought that we would get all of our items taken care of within a year. We were clear that we did not want to go beyond that and they assurred us that they could get everything done within a year. They did not. Presently, the trust is still not filed. While there is and has been written instructions, they are for people or entities that are familiar with the processes and language. We do not have a filed trust, do not have log in information for the entities that were created, did not renew because they could not get lawyers in time, and we started out with the understanding that we did not want to continue services. After I started to have problems with them, I read many other complaints relating to the same issues. Timeliness, unlcear instructions, and a push to keep services well after the year initial agreement, among others. The trusts are so complicated that other trust attorneys are questioning why they are set up this way, and explaining that the upkeep to keep these entities is much more than an average trust would need. They do what they say - but slowly, complicated, and with the agenda of keeping you hooked in to a monthly plan

  

  Business Response

  Date: 11/03/2025

  Hi Mrs. REMOVED,

  We apologize for any frustration you’ve experienced and appreciate the opportunity to clarify what occurred with your account. I wanted to share a clear summary of what happened.
  

  You signed up in March 2023 and met with our team three times that same month to create an organized blueprint and asset protection structure. After those meetings, your documents were sent out on March 28, 2023, but weren’t signed and returned until September 21, 2023. Our records show you wanted to wait until July/August to adjust the names of certain entities. During that time, our team stayed in touch and held three additional appointments with our attorneys to review your trust and entity questions.

  Once the completed paperwork was received, your entities and trust structure were finalized in about six months total, which is typical once documents are signed. Your trust was completed in January 2024. When you received it, you requested several updates, and we were happy to make those changes—however, no follow-up appointment with our Estate Planning team was ever scheduled or held to finalize them. 

  When we saw that you felt you needed more time, we added four free months of Premium Plus service to make up for any miscommunication on our end and make it clear we didn’t want you to have to pay anything extra. We certainly don’t have any agenda to keep clients hooked into ongoing plans. Our goal is always to complete each client’s structure fully and correctly, not to extend billing unnecessarily. We set up all your entities without us as the registered agent, since you preferred to manage renewals yourself knowing that you did not want to pay for ongoing service.

  Later in the process, we understand there was some confusion with the new federal Beneficial Ownership Information (BOI) reporting. The federal mandate changed several times during that period, which caused challenges for both our team and LLC owners nationwide. Once the final rules went into effect, we reached out several times for the required ID documents to complete your filings.

  We also offered a complimentary implementation appointment to walk through your binder step-by-step, but it was declined at the time. We completely understand that parts of this process felt unclear and that some of the new compliance requirements were frustrating. Since then, we’ve improved how we explain timelines, renewals, and expectations so future clients have a smoother experience.

  We’d still be happy to meet with you to finish the updates to the trust and to review your binder and answer any remaining questions. Someone will be reaching out to schedule a free implementation and fulfillment appointment. Our goal is always to make sure our clients experience complete peace of mind from having their assets protected and know exactly how and how they are structured. You can reach us anytime at (800) 375-2453, and we’ll gladly set that up right away.
  

  
  

• Initial Complaint

  Date:07/27/2025

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Paid $9800 in March for their services . Received a call later that they can not provide service in REMOVEDand my payment would be refunded. They have never done so. Email correspondence with them indicates they will refund in the order in which requests are made. It is now 4 months and they have not refunded any of the money. The credit card denied our dispute because we had no paperwork. Only the verbal denial of service.

  

  Business Response

  Date: 08/06/2025

  Dear Mr. REMOVEDstyle="font-size: 0.875rem;">Thank you for bringing this to our attention. We sincerely apologize for the delay. We are still currently working with all of our Ohio clients to ensure they receive any refunds they are owed.

  A member of our team will be reaching out to you directly as soon as possible to get this resolved and any refunds sent promptly. If for any reason were unable to connect, please dont hesitate to reach out to REMOVEDdirectly at REMOVED.
  

  We appreciate your patience and will do everything we can to expedite the process so you don't have to wait any longer.

  Best regards,
  REMOVEDM
  Client Success Team - Legally Mine
  

  Customer Answer

  Date: 08/12/2025

   
  Complaint: 23660079
  
  I am rejecting this response because:
  They have had 3 months already to refund the $9800. Thats more than enough time for a product they knew wasnt going to be provided.

  All I have heard from them is were working on it.

  
  Sincerely,
  
  REMOVED

  

  Business Response

  Date: 08/20/2025

  To the BBB,
  
  
  We have connected with Dr. REMOVEDdirectly regarding complaint #REMOVEDand are actively addressing this refund to be issued as soon as possible. We will provide an update to the BBB once the matter has been fully resolved. We have promised to make sure we maintain close contact with Dr. REMOVEDand is updated until he has received it. 
  
  
  Thanks,
  REMOVED- Legally Mine Client Success

• Initial Complaint

  Date:05/29/2025

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  This law firm fraudulently and illegally dissolved my FL based business (LLC) without my request nor permission. The action happened in March of 2025 and by May 29th of 2025 the action has not been reversed although they are aware of their wrongdoing. This has cost my business greatly as we have not been able to operate with a dissolved LLC.

  

  Business Response

  Date: 06/16/2025

  Dear Mr. REMOVED,
  We understand your frustration and sincerely apologize for any disruption this caused.
  This situation arose due to an unfortunate administrative error in which your LLC, which shares a very similar name to one of our client’s entities, and was mistakenly included in a dissolution request. We manage thousands of entities across the country, and while this is the first time an issue like this has occurred, we take full responsibility for the error.
  As of the date you submitted this complaint, the entity had already been reinstated by the State of Florida, with a reinstatement date effective May 30, 2025. If you have not already received confirmation, we are happy to provide documentation reflecting the reinstatement.
  Please let us know if there is anything further that appears out of order—we are committed to making sure everything is corrected and that your business can continue operating without further issue.
  Sincerely,
  REMOVEDM.
  Client Success Team
  Legally Mine

  Customer Answer

  Date: 06/17/2025

  
  
  Complaint: 23391772
  
  
  
  I am rejecting this response because: Because of this law firm's error, we were unable to file our annual report. Now that we are finally able to file, we will have to pay a hefty penalty for being late. At a minimum I should not have to pay for this penalty. I am still not okay with the tens of thousands of dollars we lost in business opportunities due to this error. 
  
  
  
  Sincerely,
  
  
  
  REMOVED

• Initial Complaint

  Date:05/11/2025

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Very disappointed. They did a presentation at a medical society meeting in Florida . They were endorsed by the medical society sponsoring the meeting. What a mistake I made signing with them. First I had my finances and assets well protected but they told me that I was paying too much on taxes and they could save me a "bundle". Since I did not need the asset protection from their services, they sold me the tax saving part of their services for a mere $2500 instead of the full package of $8000. So gullible that I am, I fell for it. We had some conference calls and basically the "attorney I was working with said that he wasn't a tax attorney and referred me to the tax attorney. We had one conference call and when I called for the follow up the appointments never developed, he was busy or on vacation, whatever but not available. eventually they stop answering my emails and I am out $2500 and still paying quite a bit in income taxes. No refund.
  
  Last email I sent I asked for refund or I would leave a bad review, email was ignored so here it is.
  
  Don't fall for their lies.

  

  Business Response

  Date: 06/03/2025

   Dear Dr. REMOVED,
  
  We’re sorry to hear about your frustrations and want to clarify a few important details.
  
  We did have to reschedule your first appointment with one of our tax attorneys, REMOVED, due to her being out sick. We communicated this to you first thing that morning, hours before your appointment. You missed the next appointment because you were running late getting home from the clinic, which is totally understandable. We did get that rescheduled a third time and held a full tax strategy appointment with REMOVED, another one of our tax attorneys, in March 2024.
  
  To prepare for that meeting, our tax team reviewed your submitted tax returns, organized your file, and tailored a strategy specific to your situation. You should have a record of that conversation, including the confidential details reviewed. We were in the process of reaching out to your accountant to help implement adjustments, and from our side, the main holdup appeared to be coordinating that connection.
  
  To say we “lied” about delivering value doesn’t reflect the time and effort that went into the work we did. However, if you did not get the tax savings completed, it means we fell short even if there were troubles getting your accountant on the line. We remain very confident that if we’re able to finally bring your accountant into the conversation, we can help you save far more in taxes than the cost of your enrollment.
  
  While we understand that the delays have been frustrating, we’re committed to helping you and would be glad to pick things back up so long as you're open to it. I’ll make sure our team reaches out TODAY to follow up. In the meantime, feel free to contact any of the attorneys you’ve worked with directly.
  
  Sincerely,
  REMOVED
  Client Success - Legally Mine

  Customer Answer

  Date: 06/04/2025

  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID REMOVED, and find that this resolution is satisfactory to me.
  
  
  
  
  Sincerely,
  
  
  
  REMOVED

• Initial Complaint

  Date:05/29/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I went to a Legally mine business presentation back in 2014, paid $5000.00 and they continued to bill me monthy premiums on top of that to my credit card which I noticed. Nothing they promised was delivered. NOTHING. No one bothered to call and follow up. That was without ANY Services -- without making any LLC or any estate plan. No one contacted me. I waited and waited. I asked my money back no response. They said they cannot do anything unless I have the premium plans. This is a SCAM. please do not get get caught to this.

  

  Business Response

  Date: 06/21/2024

  Dear Vaji D,

  Thank you for bringing your concerns to our attention through the BBB. We take all feedback seriously and strive to address any issues promptly.

  After carefully reviewing your account, our records indicate that we held 4-5 appointments with you in the first 6 months after becoming a client. During this time, we provided tax strategies designed to offer significant value surely exceeding the cost of the program. Our policies allow for a refund if the implemented strategies or entity blueprint did not save you more than the $5,000 or created too great of a time or risk burden. However, our records show that you discontinued the service in REMOVEDblueprint setup. From late 2013 to early 2014, we made numerous attempts via phone and email to schedule times to meet and fulfill our services for your estate planning and asset protection, with a record of 10 missed attempts to reach you.

  Given the significant time that has passed and our documented efforts to assist you, we believe we have fulfilled our service commitments as per the contractual terms. However, we are still committed to addressing your concerns and are open to discussing this matter further to find an amicable solution. Please contact us at REMOVEDso we can work towards a resolution.

  Thank you for your understanding and for allowing us the opportunity to address your concerns.

  REMOVED

• Initial Complaint

  Date:05/23/2024

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  May 27, 2023 I purchased their product under the condition of a money back guarantee for $8400. Was told if I did not save that much on my taxes in the next year then I would receive a refund. Was told by their attorney I would not qualify and should be refunded in June 2023. Was then told by their accounting department in June 2023 I had to go through their steps for a year to qualify. I did every step that was told to me over the next 12 months. Now it has been a year and I did not save $8400 on my taxes with their strategies. They are now making multiple excuses stating I did not do what was told in order not to refund me. I had multiple conversations with their attorneys and accounting department through out the year to ensure I was following all of their stipulations. Despite multiple emails with them they delay replying and are not issuing the refund as promised.

  

  Business Response

  Date: 05/29/2024

  Thank you for bringing this matter to our attention. We take all customer concerns seriously and strive to ensure a positive experience for everyone.
  
  Regarding your situation, we have thoroughly reviewed what has been done. Because your current employer setup doesn't allow us to save you taxes equal to your investment, you are eligible for our REMOVEDGuarantee. Thank you for following all the provided steps and maintaining communication with our attorneys and accounting department.
  
  We hope that you will be able to use the suggested tax strategies in the future, as it sounds like your employment structure may be changing soon.
  
  After careful consideration, we have issued a full refund to you. We are pleased to report a satisfied resolution.
  
  Should there be any further questions or concerns, please do not hesitate to reach out to us.

  Customer Answer

  Date: 05/31/2024

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID REMOVED, and find that this resolution is satisfactory to me. I  am waiting for the refund in the mail at this time. 
  
  Sincerely,
  
  REMOVED

• Initial Complaint

  Date:03/09/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  In February 2023 I paid $8,000 to Legally Mine to provide asset protection and reduce federal income taxes. They tout that if you do not save more in taxes than you paid legally mine you can obtain a full refund. I am not saving any money on taxes with the blueprint Legally mine has set up. I would like a refund as stated in the contract and assurances of the company when I attended the REMOVEDin February.The WORECR safe asset LP is costing me a big headache right now because I have to pay a business privilege tax. Please dissolve it immediately. I see no value in it and it does not save on taxes.The WORECR high risk asset LLC is also costing money for no good reason. The tractor and other high risk assets already in the Southland stables LLC. Please dissolve it immediately. I see no value in it and does not save on taxes.I see no tax savings on anything your company has created. It only creates more business taxes for REMOVEDwould like a full refund! REMOVED

  

  Business Response

  Date: 03/20/2024

  Hello REMOVED,
  
  We understand your concerns regarding the lack of tax savings from our services, and with the entities suggested. We're committed to resolving this issue to your satisfaction.
  
  To ensure clarity and assess potential tax savings accurately, we kindly request that you schedule a REMOVEDAppointment  which is an essential part of determining your tax savings potential and an Implementation Appointment to understand the entities we've formed in your blueprint. These appointments will help you understand the functionalities of the entities established and how they can benefit you. Whatever structure we create we want you to be satisfied but it's important to understand exactly what's happening. 
  
  Furthermore, should our guarantee not result in the anticipated tax savings during the REMOVEDAppointment, and you don't see the benefit of the entity structure. You are absolutely eligible for a refund in accordance with our agreement.
  
  Our team is available to assist you with scheduling and any further inquiries you may have. We will try reaching out to you expeditiously. If we are unable to connect please feel free to contact us via phone during normal business hours or email after hours and we'll get right back to you.
  
  
  Phone: REMOVEDEmail: REMOVED

• Initial Complaint

  Date:01/26/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On September 8, 2023, October 15, 2023, and November 15, 2023, Legally Mine charged my credit card a total of $8,500, despite the fact that I never received any services from this company. According to the agreement contract, which I carefully reviewed, I was promised a full refund if I canceled within three days.
  
  On the first day of our interaction, I made it clear to their consultant that I did not require your services and requested a refund. Subsequently, I was scheduled to speak with Ricardo on September 18, 2023. However, despite multiple attempts, I was unable to connect with Ricardo as he did not answer my calls.
  
  In an effort to resolve the matter, I initiated a dispute with my credit card company. To my surprise, Legally Mine provided only the front page of the agreement contract during the dispute process, conveniently omitting the back page, which clearly indicates my right to a refund within three days of commencement.
  
  Upon finally reaching Ricardo and explaining my situation, I was informed that due to the credit card dispute, I would not be eligible for a refund. This is both unfair and a clear violation of the agreement, as I had canceled within the specified timeframe.
  
  I find this entire experience to be unprofessional and unacceptable. I am formally requesting a full refund of $8,500 as per the terms outlined in the agreement.

  

  Business Response

  Date: 02/08/2024

  Our goal is always client satisfaction. We are sorry we didn't meet that expectation for you. Our policy is to always do our best to provide a satisfactory outcome that our client feels is fair.
  

  After initiating services on 9/8, you did not make a request to cancel until 9/15 when we contacted you. 
  

  At that time, we attempted to contact you regarding your request, but were unable to reach you. We understand that you are very busy, and we wish we could have connected somehow via email, voicemail, text or call prior to a dispute being filed. 
  
  Unfortunately, in the event of a dispute, we have to issue a response to the bank, and we cannot issue a full refund once a charge is disputed. Such disputes damage our reputation and relationships with payment processing services.
  As stated before, we do always strive to reach a satisfactory outcome that is fair both to our clients and to our company. We are very confident in the benefits of our service, and we would love to work with you to ensure that, between tax savings and asset protection, you can realize those benefits as well. If you would like to further discuss a resolution, please call our office at ###-###-####.

  Customer Answer

  Date: 02/08/2024

  
  
  Complaint: REMOVED
  
  
  
  I am rejecting this response because:

  Thank you for your recent communication regarding the dispute and cancellation process. I appreciate the opportunity to address the issues raised.
  
  Firstly, I want to clarify the timeline of events. On 9/8, I explicitly communicated my intention to cancel the service to your staff. I was assured that Ricardo from billing would contact me on 9/15 to proceed with the cancellation. However, despite my repeated attempts to reach Ricardo and follow up on 9/15 and subsequent days, I did not receive any response until five months later, when I finally reached out via email after obtaining his contact information from your staff.
  
  Secondly, I must highlight the lack of proactive communication from your end. Despite my efforts to contact Ricardo and Amanda over several months, there was no response or follow-up from your team, contrary to what was promised. Even after assurances from Amanda that she would follow up, no action was taken until I initiated contact through email.
  
  Thirdly, regarding the legal aspect of the contract, it is important to note that only the front page was submitted to my credit company during the dispute, omitting crucial information from the back page. The back page of the contract clearly states my right to a full refund if I choose to terminate the service within three days, which I attempted to do on the first day. Additionally, your company's guarantee of a full refund if I am not satisfied, as stated during the seminar, further supports my request for reimbursement, especially considering that I did not utilize the service.
  
  In light of these discrepancies and the failure to adhere to the terms outlined in the contract, I urge you to reconsider your stance on the dispute and honor the terms for a full refund as specified. I remain open to resolving this matter amicably and trust that we can reach a mutually satisfactory solution. 
  
  Sincerely,
  
  
  
  REMOVED

  

  Business Response

  Date: 08/15/2024

  Complaint #REMOVED

  REMOVED,

  Thank you for your continued communication regarding this matter, and for sharing your honest feedback.

  As mentioned, our records show that there was no desire of cancelling until after we had scheduled and held our Blueprint Questionnaire a week after work was started with us. From there we scheduled a call with our billing to see if there were any aspects of our service you still needed. On the day of the scheduled call, our representative, Ricardo, attempted to reach you but was unsuccessful. When you returned the call that day, Ricardo was in another meeting but promptly called back 30 minutes later, though there was no answer again. No further communication was received from the client until the charge dispute was filed 2 months later. Had an attempt to contact us been made after our last outreach or had the intention to cancel been communicated earlier this would have been an easy discussion.  However, no such communication occurred before the dispute. We regret not trying harder to keep communication live once we didn't connect after we last called you. This is something we will evaluate internally so there aren't any more occurrences like this in the future. 

  We remain committed to finding a fair resolution and believe in the value of our services. If you are open to discussing a resolution we encourage you to please reach out as we would be eager to complete any Asset Protection or Tax Savings work with you.