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Author: mastodons Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121585  
Subject: need advice on late taxes Date: 11/9/2003 12:10 PM
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Hi, I'm posting this for some fellow fools who wish to remain anon.

J&J hired a tax advisor to help them do an offer and compromise
on late taxes. They had not filed any returns since 1992 because
"I was sick and we were flakes."

They hired Roger in 2000 and paid him $500 a month until his
$15,000 bill was paid in full six months ago.

J says:

Roger prepared and we have copies for the years 1995-1998.
We don't know if they have been filed and haven't asked anyone
because we didn't think there was a problem. Roger said the
"offer and compromise" that he said he sent to the IRS in July of
2002 has not been "reviewed yet", and every time we ask he
says it "takes time" we started wondering what is going on.

Meanwhile Roger says they are paid up in state taxes but J's
check has been garnished 4 times. The other J called Sacramento
and that office said they had not heard from Roger since May.
He then called IRS and they said they had never received an
offer and compromise. The other J has received a notice from
the IRS that a lien will be attached to his property.

Here is Roger's most recent reply:

"I must have two to three months of living-cost receipts to further
processing of your offer with the IRS. Memphis takes much time,
however, Laguna Niguel may take a maximum of six months in
time for processing.The FTB states that due to late filing an assesment
balance is due in the amount of $1,370.00. This may be paid over a
thirty-six month period in time proveded that form 3567 "Installment
agreement is processed. J should not be talking with the IRS and/or
the FTB. I represent you as a family to both the IRS and FTB. J's
attitude relevant to this offer leaves much to be desired. When I receive said living-cost documents we may then culminate our offer in process."

Roger

J&J's questions:

What should they do to encourage Roger to finish this work?
How would they know if he is not planning to do the work at all?
Is it dangerous for someone like Roger to have "power of attorney"
for them?
Is this the right board to post this? If you think there is a
better one, please tell me.

Thanks
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