Greg Queens Village, NY

Client since 2007
Total Duration, A Few Hours
  • Power of Attorney (POA) Received - Thursday morning 7:15 a.m.
  • POA Faxed to IRS - Thursday 8:03 a.m. right after they turned on their phones
  • First IRS Contact - Thursday 8:00 a.m.
  • Tax returns for 2002, 2003, 2005, and 2006 completed that morning
  • Tax return faxed to client for signature and received back via fax very quickly
  • Client's payroll department gave a deadline of Friday for the Wage Levy Release to save his paycheck or he would receive only $350
  • Wage Levy Release received Friday 1:15 p.m. and faxed to employer
  • Set up $225 Installment Agreement set to begin Jan 28, 2008

Greg is a a technician in a Manhattan hospital emergency room that sees over 150 patients on each of his shifts. He tells people to "just relax and trust me because you're in good hands and I'm gong to take care of you" while many of them are bleeding and frightened. So I told Greg to "just relax and trust me because you're in good hands and I'm gong to take care of you" while he was bleeding and frightened from a tax mauling. Like most of his patients, he found it almost impossible to relax and trust me. Thick New York accent. I can't tell the difference between Queens and The Bronx and Upstate or The Subway.

I had to prepare four tax returns and convince one of my IRS reps that this was an emergency for an emergency room tech or we might lose him on the table. The IRS rep worked with me to stop the bleeding and get him bandaged up and released from our care.

Met the Friday deadline and saved the patient's paycheck.

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