Matt P in Illinois




May 8, 2009

Total duration was 14 days
  • First Contact - Thursday, April 23
  • Power of Attorney (POA) Received - Same day
  • POA Faxed to IRS - Immediately
  • First IRS Contact - 15 minutes later
  • Tax returns previously filed by taxpayer - All filed
  • Tax returns not filed - All filed
  • Tax returns filed by IRS - None
  • I prepared and filed no tax returns
  • IRS released this Wage Levy on May 8, 2009
  • This client qualified for Currently Non Collectible status on April 24, 2009

 

Matt had filed all of his tax returns, but there were problems on most of them. Social Security Numbers for his kids didn't tie to IRS records, mainly.

My IRS rep told me on April 24 that James would qualify for Currently Non Collectible (CNC) status, but somewhere IRS dropped the ball on this case and never processed his Wage Levy Release.

Finally, on May 8, I talked to another IRS rep who updated everything on the IRS computer system and made sure that James was truly in CNC status.

This time, everything was checked and double checked.

Done.