Joe R in Texas




June 25, 2009


Total duration was almost 45 days due to Joe's delays
  • First Contact -  May 7, 2009
  • Power of Attorney (POA) Received - May 13, 2009
  • POA Faxed to IRS - Immediately
  • First IRS Contact - 15 minutes later
  • Tax returns previously filed by taxpayer - All but 2007
  • Tax returns not filed - 2007
  • Tax returns filed by IRS - None
  • I prepared and filed tax return for 2007 showing $6,350 due including penalties and interest
  • IRS released this Wage Levy on June 25, 2009
  • This client is now Currently Non Collectible (CNC) with IRS

 his time getting back to me so I could prepare an accurate 2007 tax return for him. He finally signed it on June 17 and faxed it to me the next day.

My IRS rep set Joe up as CNC on June 25.

Even with the delays that Joe caused, I did him a great job.

Now if I could just get his credit card to process for more than the $50 that he has paid me as of Sept 10.

That ought to teach me a lesson about trusting a car salesman's word.