What is my process for resolving delinquent taxes for clients?

What is my process for resolving delinquent taxes for clients?

  • September 23, 2020
  • David Greene
  • Comments Off on What is my process for resolving delinquent taxes for clients?

Since each case is unique to its own set of facts, I can only discuss general guidelines of our process.  When one retains me, he will sign a Form 2848 Limited Power of Attorney that allows me to represent him before the IRS.  I will then order the client’s Account Transcript for all the years in which he is delinquent and also make sure he has at least filed all tax forms back to 2013.  I will also give him one or more financial information forms to fill out and return to me along with supporting documentation.  After I receive the information from the IRS and from him, I can then determine if he qualifies for an Offer In Compromise or an Installment Agreement or if another form of solution is needed, such as Currently Not Collectible.  I will then open negotiations with the IRS to solve his tax problem in the best and most convenient way for the client.  I will also attempt to remove any outstanding levies, if appropriate. This process generally takes at least six to eight months or longer.

 

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Greenville, SC 29601

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