Phyllis F in TX




June 23, 2009

Total duration was 17 days
  • First Contact -  June 4, 2009
  • Power of Attorney (POA) Received - Same day
  • POA Faxed to IRS - Immediately
  • First IRS Contact - 15 minutes later
  • Tax returns previously filed by taxpayer - 2004 only
  • Tax returns not filed - 2001 - 2003; 2005 - 2008
  • Tax returns filed by IRS - 2001 and 2002 totaling $12,500
  • I prepared and filed tax returns for all these years showing $9,075 due including penalties and interest
  • IRS released this Wage Levy on June 23, 2009
  • Monthly Installment Agreement payment amount is now $100

 

This one took some time to complete because the IRS computer system's fax program had some problems and sent me 43 pages of info that was unreadable.

When everything was completed, Phyllis's case showed that she owed about $9,075 for all years combined.

I was able to set up a $100 monthly Installment Agreement.

My IRS rep quickly faxed out a Wage Levy Release to me and to Phyllis's employer.

Everyone was happy. Case closed.