Tracy K W in CO

September 2, 2008
Total duration was four business days
  • Power of Attorney (POA) Received - Thursday, Aug 28, 2008
  • POA Faxed to IRS - Thursday, Aug 28, 2008
  • First IRS Contact - Thursday within minutes
  • Client had not filed tax returns for 2000 - 2007
  • IRS filed 2000 and 2002 for client and showed $12,300 and $9,550 due for just these two years
  • Wage Levy Release faxed to employer and to me on Sept 2, 2008
  • Set up monthly Installment Agreement of $278

Tracy had the usual problem:

  1. Had not filed for 2000 - 2007
  2. IRS prepared 2000 and 2002 and told her she owed $12,300 and $9,550 plus she must file her other tax returns before they would even consider releasing her wage levy
  3. Payday was coming soon and she was afraid she would lose about $2,000 to the levy
  4. She needed help fast

I had the usual solution

  1. I would prepare tax returns for 2000 - 2007
  2. I would replace the IRS-prepared tax returns with my own and lower those balances
  3. Payday could keep on coming because I would talk to IRS and negotiate an affordable monthly payment for her
  4. I would do it in a few days

This one actually took a bit more time than I thought it would, but I got it done and Tracy didn't lose anything to the levy.

Plus, she was happy with the resulting monthly payment.