Samuel Mayville, NY

Client since 2007
Total Duration, A Few Hours
  • Power of Attorney (POA) Received - Thursday morning
  • POA Faxed to IRS - Thursday immediately
  • First IRS Contact - Thursday within minutes
  • Tax return for 2005 completed that morning
  • Tax return faxed to client for signature and received back via fax that morning
  • Client had no Wage Levy, but had received IRS Notice of Intent to Levy
  • Installment Agreement Payroll Deduction established at $400 per month set to begin Dec 2007

This taxpayer had previously set up an Installment Agreement in April 2007. He defaulted on that agreement after making zero payments. He then promised to full-pay within four months and defaulted on that agreement, too.

He faxed me his Wage Levy Package without even calling me. In the package, he told me he could possibly pay IRS as much as $800 per month. As soon as I received it, I immediately called one of my IRS reps. The rep (unusually) called the client while I was on hold. The client was completely surprised that I was on top of this so quickly. He told the IRS rep that he approved my offer of a $400 monthly Payroll Deduction agreement. Boy, was he ever happy!

I got my rep to agree to make the first payment due in 90 days instead of immediately.

It took another week to get all the paperwork completed and mailed to the client for his signature and delivery to his payroll department, but we got it done.