Tax Advisory Group

DO NOT USE THESE PEOPLE.......YOU WILL MOST DEFINITELY REGRET IT IF YOU DO !!!!!!!!

They are efficient

Sent to Revdex.com: With all due respect, this advertising complaint has already been addressed in the previous reply

Advertising changes have been made and the company apologizes to anyone who was upset with the previous content

Noted

2ND
response to [redacted] – Revdex.com complaint ID [redacted]
To Revdex.com: We are providing attachments of proof of work performed
& ongoing tasks, inline responses to the client’s repeated follow-up complaints,
as well as summary and explanation of all the document proof which we have attached.  Please note that in order for the tax
resolution to progress smoothly, the client needs to work with us by providing
any docs & info requested in a timely manner.  It would be much better if the client were to
redirect his energy towards helping the firm work on his behalf instead of
arguing against what the IRS has on record and repeatedly complaining about the
same things over and over when the answers were already previously given. Below is the summary and
explanation of all the document proof which we have attached, followed
afterwards by our inline response to each of the issues he has brought up again
in the follow-up complaint.  We believe
we are being quite thorough and any reasonable person should be able to
recognize this fact.
 
1. We filed our authorization form with the IRS and investigated
the compliance status of the client:
 
(1) TIF-Personal
Income Tax -(12-09-2015) is a summary of our investigation on 12/08/2015, and
is the base of all future actions.
(2) Account
Transcript 2012 and Account Transcript 2013 shows the details of the
balances owed to the IRS, to help us to determine the resolution opportunities.
The client's compliance history, amounts and composition of his tax balances
matters to him.
(3) Tax Return
Transcript 2012 and 2013 shows the tax returns the client filed for those 2
years. They can help us to evaluate the resolution opportunities. Sometimes
clients can amend their tax returns. This client has confirmed he wants to
stick to what he has agreed to settle for the IRS tax audit on 2013.
(4) Account
Transcript 2010 (unfiled): When we contacted the IRS, the IRS has already
informed us the client did not file for 2010. We obtained the Account
Transcript 2010 (unfiled) to show written proof to the client. Although the
client claimed to have filed his 2010 tax return, he actually failed to do so according
to the IRS record.
(5) Wage and Income
Transcript 2010: provides us the wage and income and mortgage interest the
client had in 2010, and can verify the information provided by the client. The
client faxed us a self-prepared 2010 tax return, but income and expenses are
not fully reported, according to this Wage
and Income Transcript 2010. We have told the client about this.
 
2. Tax Preparation:
 
(1) [redacted] H
[redacted]'S 2010 TAX RETURN: this is the 2010 tax return we prepared for the
client. We have sent to the client for his confirmation. He faxed back his
self-prepared one, which is not accurate. So we are still in communication with
the client regarding this particular year's tax return.
(2) [redacted] H
[redacted]'s 2015 federal Form 4868 for filing extension, [redacted] H
[redacted]'s 2015 MA 4868 for filing extension, and Tracking of mail to the
IRS for filing 4868 extension form: We have prepared the tax filing extension
forms for the IRS and the state and sent to the client for his confirmation.
After he confirmed over the phone he should not owe to the state for 2015, we
filed his extension for 2015 federal tax return. Tracking indicated the extension
was received by the IRS by April 14, 2016.
(3) Personal_Tax_Organizer:
We have sent the tax organizer for the client to complete, and to be sent back
together with tax forms he received for 2015, in order for us to prepare his
tax returns.
 
3. Resolution of tax
balances:
 
Personal_Questionnaire:
We have sent the personal questionnaire for the client to complete and return
to us. The questionnaire will provide most of the information we need to help the
client find the best possible resolution of his tax balance. Based on the
personal questionnaire, we may need some other supporting documents from the
client as well.
 
4. Service agreement:
Initial Documents Signed
by the Client (including the service agreement). 
**Furthermore, please
read inline response to the client below. I have reviewed the response
made by the business in reference to complaint ID [redacted], and have determined
that this proposed action would not
resolve my complaint.  For your reference, details of the offer I
reviewed appear below.
 
Upon first reading this, this firm claims they have done all these things, which they may
have, however I have not proof that any of this has happened (Please see all the docs attached).   I also have been in telephone communication with them where
they have told me the same things as they have in their response to you. They
also requested a copy of my 2010 tax filing, which I did forward to them and
they responded that the IRS has no record of it being filed (?). (Please
see the attached Account Transcript 2010. We were told by the IRS and also the
Account Transcript 2010 confirmed that the client did not file for 2010, which
he thought he filed.)
 
They wanted me to have them file the 2010 taxes (which I
thought I had done in 2011) and wanted me to have them prepare my 2015 tax
returns for this year (new services). (The
client can file for 2015 on their own. We just offered to.) 
 
As I stated in my original complaint, I have never received any communication from
them from the day I initiated our relationship.  I also stated that I
never received ANY signed agreement or written scope of services they would be
providing or any indication of how their service would be beneficial to me.
 In my telephone call with them in
the last few days I SPECIFICALLY asked that they send we an accepted agreement.
 They promised they would, but at this writing I haven't received anything,
which now only validates doubts about this firm. (The client should keep a copy when he signed the
documents. But see the attached initial documents which included the service
agreement)
 
In that last call, they wanted me
to have them prepare this years taxes. I asked them "what would that
cost?"   They did not answer that either (We
offered to do the 2015 tax return for free, but we are not obligated to
according to the service agreement, and again the client can do on their own.).
 
It was at this time I asked them what I owed them now, again no answer. (We were not asked
this question. But the answer to this question, had it been asked would be that
the client has already paid in full.)
 
In fact I feel their
primary purpose in calling me was to have me withdraw my complaint. They
asked me to and said I needed to contact the Revdex.com immediately and that they only
had so much time to respond.  I told them to tell you that "we were
trying to work things out".  You see how they responded. (We are in fact encouraged by the Revdex.com to contact the client
after his complaint, and the contact is to help the client better understand
what is going on with his case. It is his option whether to withdraw the complaint knowing that much
work is being done on his case.)
 
 
My point is:
I cannot
verify if they have done anything they say they have.  (Please see all the
attached documents of work performed. I  have no written agreement with them stating what services they were
providing or going to provide
(Please see the attached Initial Documents the Client had
Signed.) No
information on the costs associated with their services; fixed fees, hourly
rates, percentage, etc.  ( According to the service agreement, the
service fee is a flat fee of $2,150.00)
 
No information as to what they may
claim I owe them at this point (The
client already paid in full)  No information as the value or benefit of their
services other than what they advertise
(See the
service agreement for the services) 
     6. They have not explained why could not
reach them by phone or email prior to this complaint (We are frankly puzzled by the difficulty experienced by the
client in  trying to reach us. We have
explained to him even though the customer service line may occasionally be
busy, we do return messages promptly and we had 
also provided to him the other direct telephone numbers to reach our tax
professional, support staff and settlement officer who is his first contact in
the company. 
 
It appears to me at this moment that
a) They fully intend to charge me for the "work they have done",
although I have no verification on that, nor do you (That
is not true. We are helping the client to file the correct tax return for 2010,
and for 2015. We also will help the client to get a resolution of his tax
balance owed to the IRS when the case is out of bankruptcy status, which the
client claimed to be in around 2 months after filing of his bankruptcy case
with the court.)
 
b) They were
encouraging me to allow they to do MORE services to further expand their
charges  (As previously
mentioned, the client has paid in full, and we are not attempting to charge the
client any more money.)
 
c)  That if all this was legitimate, why haven't they
provided me the information I requested and supported their statement of
already have done all these things. (We have already sent the client most of the information
through email and via conversation. We will provide more as the work progresses.)
 
d)  They are still avoiding sending me any commitment
letter describing the scope of work they will provide and any projection on how
it would benefit me. (We
are not avoiding anything. As mentioned
earlier, the client should have kept a copy for himself when he signed the
documents. But we have provided the service agreement here and had also sent another
copy of the agreement to the client.)
 
e)  This is not
an ethical situation having on "open" agreement (It is not an open agreement.) 
 
f)   This this is not a legal agreement wherein both parties agree to deliver
something and exposes me to an unlimited amount of claims for services. (See the above comments.)
 
g)  I have no written agreement with them (Again, please see
the above comments)
 
h)  I have
already provided them with over $2000.00 of my money...PLUS ALL MY PERSONAL
INFORMATION, INCLUDING PHONE, SS NUMBER, ADDRESS, ETC!!!! I AM NOT IN A GOOD PLACE
HERE, feel I am being exploited and am
being scammed.
(Obviously, this firm is performing the work as evidenced by the
docs attached and have offered to go above and beyond but for some reason the
client keeps repeating the same accusations over and over again despite
reassurance and proof shown to the contrary. 
We are providing helpful tax assistance which is what this client wants.)

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.(MY DISCONTENT COMES BECAUSE YOU ALSO CLESRLY STATE MY NAME AS BEING IN A SITUATION OF BEING SUED BY THESE ENTITIES WHEN IN FACT I HAVE NEVER HAD ISSUES REGARDING MY TAXES. THAT IS MY PROBLEM WITH YOUR ADVERTISEMENT AND THE LACK OF STATING IT'S A POTENTIAL SITUATION AND NOT BASED ON FACT. YOUR REFERENCE NUMBER IS A NUMBER YOu use for all of your emails as I discovered from multiple complaints online. I will  be approaching my state attorney generals office as well as other law enforcement. Nowhere in the email other than your paltry excuse of a disclaimer do you make this seem like an advertisement alone, you make it seem as though lawsuits have in fact been filed when they have not. ]
Regards,
[redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID[redacted], and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
[redacted]

I owed over 30k in unpaid and unfiled taxes... I almost hired a personal attorney but a friend who had used these guys recommended me call them. Glad I did.. They got my total reduced and settled for a tenth of what I owed.. Thanks to them qualifying me an offer in compromise which apparently not every one can get. Would recommend

They helped me get my tax debt lowered and it got settled. I always could talk to someone and they are great at what they do.

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
Upon first reading this, this firms claims they have done all these things, which they may have, however I have not proof that any of this has happened.  I also have been in telephone communication with them where they have told me the same things as they have in their response to you. They also requested a copy of my 2010 tax filing, which I did forward to them and they responded that the IRS has no record of it being filed (?).
They wanted me to have them file the 2010 taxes (which I thought I had done in 2011) and wanted me to have them prepare my 2015 tax returns for this year (new services).  
As I stated in my original complaint, I have never received any communication from them from the day I initiated our relationship.  I also stated that I never received ANY signed agreement or written scope of services they would be providing or any indication of how their service would be beneficial to me.  In my telephone call with them in the last few days I SPECIFICALLY asked that they send we an accepted agreement.  They promised they would, but at this writing I haven't received anything, which now only validates doubts about this firm.
In that last call, they wanted me to have them prepare this years taxes. I asked them "what would that cost?"   They did not answer that either.  It was at this time I asked them what I owed them now, again no answer.  In fact I feel their primary purpose in calling me was to have me withdraw my complaint. They asked me to and said I needed to contact the Revdex.com immediately and that they only had so much time to respond.  I told them to tell you that "we were trying to work things out".  You see how they responded. 
My point is:
1.  I cannot verify if they have done anything they say they have,
2. I  have no written agreement with them stating what services they were providing or going to provide
3. No information on the costs associated with their services; fixed fees, hourly rates, percentage, etc.
4. No information as to what they may claim I owe them at this point
5. No information as the value or benefit of their services other than what they advertise
6. They have not explained why could not reach them by phone or email prior to this complaint
I appears to me at this moment thata) They fully intend to charge me for the "work they have done", although I have no verification on that, nor do you
b) They were encouraging me to allow they to do MORE services to further expand their charges
c)  That if all this was legitimate, why haven't they provided me the information I requested and supported their statement of already have done all these things.
d)  They are still avoiding sending me any commitment letter describing the scope of work they will provide and any projection on how it would benefit me.
e)  This is not an ethical situation having on "open" agreement 
f)   This this is not a legal agreement wherein both parties agree to deliver something and exposes me to an unlimited amount of claims for services
g)  I have no written agreement with them
h)  I have already provided them with over $2000.00 of my money...PLUS ALL MY PERSONAL INFORMATION, INCLUDING PHONE, SS NUMBER, ADDRESS, ETC!!!!
I AM NOT IN A GOOD PLACE HERE, feel I am being exploited and am being scammed.
Everything I have mentioned above is most certainly legitimate concerns AND I should as a minimum have some sort of written agreement to rely upon.  I  am 67 years old and need some helpful tax assistance.  My initial telephone contact with them, David [redacted], was most convincing, comforting an assuring they were knowledgeable and experienced with tax resolution, and Mr. [redacted] indicated they they most assuredly could save me a lot of money.   He was convincing.  They also promoted they were accredited by the Revdex.com.  I was not negligent in going with them, when I contacted the Revdex.com their Revdex.com accreditation  was favorable. 
This is why I am not satisfied, their response did not address my concerns and has only resulted in my feeling more assured I have been scammed.
Regards,
[redacted]

[redacted], the Tax Professional who assisted me did a very good job and he is an Enrolled Agent who is directly certified by the IRS. I would definitely recommend this firm to anyone who needs tax resolution services.
Review submitted by [redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.Upon first reading this, this firms claims they have done all these things, which they may have, however I have not proof that any of this has happened.  I also have been in telephone communication with them where they have told me the same things as they have in their response to you. They also requested a copy of my 2010 tax filing, which I did forward to them and they responded that the IRS has no record of it being filed (?).They wanted me to have them file the 2010 taxes (which I thought I had done in 2011) and wanted me to have them prepare my 2015 tax returns for this year (new services).  As I stated in my original complaint, I have never received any communication from them from the day I initiated our relationship.  I also stated that I never received ANY signed agreement or written scope of services they would be providing or any indication of how their service would be beneficial to me.  In my telephone call with them in the last few days I SPECIFICALLY asked that they send we an accepted agreement.  They promised they would, but at this writing I haven't received anything, which now only validates doubts about this firm.In that last call, they wanted me to have them prepare this years taxes. I asked them "what would that cost?"   They did not answer that either.  It was at this time I asked them what I owed them now, again no answer.  In fact I feel their primary purpose in calling me was to have me withdraw my complaint. They asked me to and said I needed to contact the Revdex.com immediately and that they only had so much time to respond.  I told them to tell you that "we were trying to work things out".  You see how they responded. My point is:1.  I cannot verify if they have done anything they say they have,2. I  have no written agreement with them stating what services they were providing or going to provide3. No information on the costs associated with their services; fixed fees, hourly rates, percentage, etc.4. No information as to what they may claim I owe them at this point5. No information as the value or benefit of their services other than what they advertise6. They have not explained why could not reach them by phone or email prior to this complaintI appears to me at this moment thata) They fully intend to charge me for the "work they have done", although I have no verification on that, nor do youb) They were encouraging me to allow they to do MORE services to further expand their chargesc)  That if all this was legitimate, why haven't they provided me the information I requested and supported their statement of already have done all these things.d)  They are still avoiding sending me any commitment letter describing the scope of work they will provide and any projection on how it would benefit me.e)  This is not an ethical situation having on "open" agreement f)   This this is not a legal agreement wherein both parties agree to deliver something and exposes me to an unlimited amount of claims for servicesg)  I have no written agreement with themh)  I have already provided them with over $2000.00 of my money...PLUS ALL MY PERSONAL INFORMATION, INCLUDING PHONE, SS NUMBER, ADDRESS, ETC!!!!I AM NOT IN A GOOD PLACE HERE, feel I am being exploited and am being scammed.Everything I have mentioned above is most certainly legitimate concerns AND I should as a minimum have some sort of written agreement to rely upon.  I  am 67 years old and need some helpful tax assistance.  My initial telephone contact with them, David [redacted], was most convincing, comforting an assuring they were knowledgeable and experienced with tax resolution, and Mr. [redacted] indicated they they most assuredly could save me a lot of money.   He was convincing.  They also promoted they were accredited by the Revdex.com.  I was not negligent in going with them, when I contacted the Revdex.com their Revdex.com accreditation  was favorable. This is why I am not satisfied, their response did not address my concerns and has only resulted in my feeling more assured I have been scammed.
Regards,
[redacted]

The company apologizes for upsetting  Mr. [redacted] although that is not our intent. The ad says that there is a POTENTIAL enforced collection activity. The ad also clearly states that it is for advertising purposes and if the recipient does not have a tax issue , then...

he/she should delete and unsubscribe from our mailing list. The company is currently looking into making adjustments in the advertising script per the suggestion of Mr. [redacted] and would like to thank him for his input.

We stand by our original response which delineated all the work that was performed by our Tax Professional who is more than willing to defend his work as he went above and beyond what was stated in the contract.  Our Tax Professional feels that this client is either unwilling or unable to appreciate all that was done and seem to see it fit to cast insults and prevarication while trying to get out of compensating our Tax Professional per the contract terms despite all the effort invested in the case.  This client also refuses to acknowledge his responsibility in bringing this case to a halt by not doing his part.

When my husband and I were faced with major state business tax debt we turned to Tax Law for help. They helped us gather a case and presented it to the state for us. After several months we recieved a settlement that is manageable for our budget and are thrilled we chose Tax Law to help us!

The tax professionals in this company are competent, and we feel positive for the services.

Mr [redacted] was the first person I spoke to when I was seeking tax help,he was very polite and professional when speaking to me about my tax dilemma and assured me he would do everything possible to help me with my tax issue,he gave me a sense of optimism..
Mr [redacted] was very professional and patient when it came to me submitting forms and always touch base with me in a timely manner.

The company apologizes for upsetting  Mr. [redacted] although that is not our intent. The ad says that there is a POTENTIAL enforced collection activity....

The ad also clearly states that it is for advertising purposes and if the recipient does not have a tax issue , then he/she should delete and unsubscribe from our mailing list. The company is currently looking into making adjustments in the advertising script per the suggestion of Mr. [redacted] and would like to thank him for his input.

Response to Revdex.com complaint ID # [redacted]...

-**
 
Overall we have worked proactively to protect this
client's interest, and taken considerable and reasonable actions step by step,
with all of our work and communication exhaustively documented in our system,
including all messages we had sent to the client, IRS & State.  We went above and beyond, even performing
tasks which were not included in the service contract.
 
The preparation and
filing of back tax returns (which usually cost several hundred to over a thousand dollars depending on its complexity), was
not contracted, but we provided the service anyway as without that, no tax
resolution will be considered, started or accepted by the IRS.  We did a thorough tax investigation of the
tax liabilities the client owed to the IRS and the state of Georgia.
 
The
client complained that we did not contact him with any kind of update
on his tax account or any information about the status of his account
until he called to find out when he received a letter from the IRS. This is entirely untrue. We are not sure which IRS
letter he was referring to, but since the beginning we have provided continuous
communication regarding tax return filing extension, collection of tax
documents needed for tax return preparation, signature of tax returns, updating
of his latest tax liability after 2014 back tax returns were processed and
confirmed. The communication was well documented and can be provided as proof
upon request. Actually, the client was slow in mailing back the signed tax
returns to us, and for that reason, we kept pushing the client in order to
avoid any further delay.
 
On 09/01/2015, our
request for an installment payment of our service fee was rejected, and we
advised the client of that. On 09/30/2015, we sent an email to the client to
remind him that his payment of our service fee was due on 10/01/2015. On
10/09/2015, we also provided a warning by text message that our services could
be suspended due to the client's failure to pay our fees. On 10/28/2015, we
again additionally provided another warning by text message regarding the risk
of suspension of our service if the client fails to pay our fees, but the
client texted back and rejected our request of service fee payment.
 
On 10/15/2015,
we called the client's cell phone and there was no answer. We called the
home phone but the client (**) was not there. We texted him about the federal
and state tax balances inside and outside of the Chapter 13 bankruptcy case,
reminded him that he is required to pay or explain his inability to pay the
balances outside of the Chapter 13 case, in order to avoid the government
filing a motion to have the Chapter 13 case dismissed or converted to a Chapter
7 case. We left messages for the client to contact us so that we may go
over his financials in order to determine the next best steps. The client did
not respond to this update and request for action.
 
The
client complained that we made a payment transaction from his checking
account but it was an authorized payment under the terms of the contract
which the client had signed when he contracted
with us for services to be performed. This signed form allowed us to charge set
amounts on set dates as we worked on this client’s case, which we did.
 
We
do occasionally permit client payment delays if they are indeed in
economic hardship. Instead of telling us of his economic hardship and making a
good-faith request to pay later than agreed, the client started to complain
about our services and refused to pay in September 2015.
 
The
client’s complaint about this company is both unjustified and slanderous
especially in light of how we have gone above and beyond to help this client,
performing tasks which were not even included in the contract.
 
The
fact is we put a lot of care into every case we do and every client we serve.
Look at the way we have helped the client get the 2014 back taxes returns
prepared. To avoid the failure-to-file penalties which are the most severe
penalties imposed by the IRS in filing tax returns late, we worked very hard to
make sure the request for extension to file tax returns was submitted
successfully by the deadline of 04/15/2015, even though that was not requested
by the client himself nor was it part of the service agreement.  This client needs to understand that when a
taxpayer’s account is in bankruptcy status, neither the IRS nor the State can
do anything with those tax years until the bankruptcy case has been discharged
or dismissed. Instead, what matters would be the tax years outside of the
bankruptcy petition.  This is why we
spent so much time and effort getting his 2014 tax returns done.
 
This
client also needs to understand that with tax resolution, there is often wait
time involved at some stages waiting on the IRS or other Tax Authorities to
respond. For example, we have to wait to get the 2014 back tax returns
done and confirmed before we can obtain clarification of his final tax
liabilities, and then at that point bring the plausible tax resolution request
to the IRS and state tax authorities.
 
Due to all the work which our company has performed
for this client (details listed below), we sincerely reject the client's
request of refund of our service fees. However, if the client is cooperative in
his service fee obligation and in working with us, then we would be willing to
continue working with him on his case.
 
Details of work performed for this client (**)
 
On 04/13/2015, we
contracted with the client (**), to provide Investigation, OIC (Offer in
Compromise) and Penalty Abatement services with regard to the client's personal
taxes owed to the IRS and State of Georgia. And the service fee is an extremely
reasonable amount of $1,600, payable in 9 installments, monthly from April to
December of 2015.
 
By 04/15/2015, we
finished the initial federal tax investigation. We filed Form 8821 (Tax
Information Authorization) with the IRS, and contacted the IRS for a complete
tax compliance check. We pulled the IRS account transcripts for 2007 and
2009-2013, years which the client owes federal taxes. Also we learned that the
client did not file his 2014 tax return, which we needed to file for him. We
also learned that the client's tax account is in Chapter 13 bankruptcy status
so the tax years up to and including 2012 are protected due to the bankruptcy
status.
 
By 4/15/2015 we
filed an application for the extension till 10/15/2015 to file 2014 tax returns
with both the IRS and Georgia Department of Revenue, which allowed us time to
collect the tax documents, prepare and mail the tax returns for the client's
signature, and mail the signed tax returns to the IRS and the State for filing.
 
We then started to
request tax documents for 2014 from the client. On 4/19/2015, we received the
Form 1098 (Mortgage interest statement), Form W-2 (Wages and Taxes Statement)
and Form 1099-R (Distributions From Pensions, Annuities, Retirement or
Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) from the client. On
5/4/2015, we received the IRS wage and income transcript from the IRS to verify
the client's income in 2014. On 5/18/2015, we received the 2014 tax organizer
from the client, which allowed us to have other necessary information
(household members, deductions, etc..) to prepare the 2014 tax
return. After clarifying questions with the client, we got the 2014
federal and state tax returns prepared.
 
On 6/11/2015, we
mailed out the prepared tax returns to the client for his signature and to be
mailed back to us.
 
We received the
signed tax returns from the client in late July, after we had contacted the
client numerous times to obtain his signature and to prompt him to mail back
the signed returns to us so that we may proceed.
 
On 08/05/2015, we
mailed out the 2014 tax returns to the IRS and the State. Tracking receipts
were uploaded in our system for tracking purpose. Both the IRS and the State
received the tax returns within several days, as shown by the tracking records.
 
On 08/05/2015 we
contacted the IRS to report the filing of 2014 tax returns and discuss the
bankruptcy, and we were informed that 2007, 2009, 2010, 2011 and 2012
were in bankruptcy procedure, but not 2013 and 2014. As requested by us,
the IRS put the client's account on hold, waiting for 2014 tax return
to be received and processed, which according to the IRS might take up to 9
weeks.  It was suggested that contact be
established in 6-8 weeks regarding the 2014 tax return and resolution of the taxes
of 2013 and 2014, the two years outside of the bankruptcy case.
 
Also on 08/05/2015,
we filed GA state Power of Attorney with GA Income Tax Resolution
Unit (fax number: 404-417-6589), in order for us to be able to represent the
client in front of the GA Department of Revenue regarding the client's tax
issue after the 2014 tax return has been completely processed.
 
On 9/14/2015, the IRS
issued a notice confirming the owed tax amount of $2,071.01 for 2014, which
indicated that they had processed the 2014 tax return we had filed for the
client.
 
On 09/29/2015, we
contacted the GA Department of Revenue, and learned the following
information: (1) The bankruptcy case
was filed in 2012 and it is still open, neither discharged nor dismissed.
(2) The tax debts for 2004 and 2011 are included in the bankruptcy case.
$781.38 is owed for 2004, secured debt due to a state tax lien filed for that
year. And $11.70 is owed for 2011, priority debts (tax filed within 3 years
before the bankruptcy case filing) which means the debt will survive the bankruptcy
case if not paid off during the case. (3) The tax debts for 2012
($687.30), 2013 ($689.70) and 2014 ($506.82) are out of the bankruptcy case.
They are all due now. No payment plan can be set up, and no lien will be filed
for these years, because the state cannot take official collection actions
before the bankruptcy case is determined. But the taxpayer can voluntarily pay
any amount at any time. The state may put a lien on these years once the
bankruptcy case is determined. (4) All tax returns were filed.
 
After we attempted to
contact Ms. [redacted] (IRS
officer in charge of the client's case, Tel: 404-338-8162, Employee ID No.
[redacted]) on 09/30/2015, 10/03/2015 and 10/13/2015, [redacted] returned
our call on 10/15/2015, and gave us the following information:
(1) The debts covered by the Chapter 13 bankruptcy case, as of
10/15/2015: $409.19 for 2007, $430.19 for 2009, $2,421.42 for
2010, $3,389.47 for 2011, $3,198.60 for 2012. (2) The debts not
covered by the Chapter 13 case, as of 10/15/2015: $3,170.43 for 2013,
and $2,860.40 for 2014.
 
IRS officer [redacted] said they will not accept the debts of these recent 2 years to be put
into the case.
 
She said the IRS
cannot go into a formal installment agreement with the taxpayer. But the taxpayer
can go with voluntary payment or explain the inability to pay. Otherwise the
IRS can go ahead with any potential collection actions as usual for these 2
years' balance. And failure to comply with tax liability will result in the
government's filing a motion to have the bankruptcy case dismissed or converted
to a Chapter 7 proceeding.
 
Regarding the
contracted services of OIC (Offer in Compromise) and Penalty Abatement, this
would not be available before the 2014 back tax returns were accepted and processed. By
10/15/2015, we had the client’s 2014 back tax returns confirmed by the IRS and
the Georgia Department of Revenue, and obtained clarification of the
client's final tax situation. On 10/15/2015 we advised the client of his tax
situation, presented to him the whole picture, and asked him to respond to
allow us to double check and clarify his financials, "in order to determine
the next steps". We had instructed the client to complete the personal
questionnaire and finally received that back from the client. We are at the
final stage after all our hard work where resolution is potentially imminent
with consideration to the current bankruptcy status, if only the cooperation of
the client is available. However the client did not respond to our numerous requests
and rejected our request of service fee payments.
 
 
[redacted]
Tax Professional