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How I Resolved Client's $18,000 IRS Debt in Less Than 48 Hours

By
Services for Real Estate Pros with Mathis Tax Service 139315-EA

If you’ve received an IRS notice or are struggling with tax debt, you’re not alone. Many individuals face tax issues, especially when they receive intimidating notices like the CP504 — a final reminder that the IRS is prepared to levy your assets. In this post, I’ll share a recent case where I helped a client settle their IRS debt quickly and efficiently. If you're in a similar situation, this could be exactly the help you need to resolve your tax debt.

The Problem: $18,000 IRS Debt and a CP504 Notice

On Monday, I met with a client who owed nearly $18,000 in back taxes to the IRS. He had just received a CP504 notice, which is one of the last steps before the IRS begins levying your bank accounts, wages, or other assets. Understandably, he was concerned and wanted to resolve the issue before things escalated further.

Immediate Action: Collections Hold and Power of Attorney

As soon as my client contacted me, I took immediate action. Here's what I did:

  1. Contacted the IRS – I made an urgent call to the IRS to request a collections hold. This ensured that no immediate action, like a levy, would be taken against my client.

  2. Submitted a Power of Attorney – I faxed over the Power of Attorney so I could directly communicate with the IRS on his behalf.

  3. Pulled IRS Transcripts – I retrieved his tax transcripts to confirm the total amount owed and check for potential penalty abatements.

The Solution: First-Time Penalty Abatement and Installment Agreement

Upon reviewing his transcripts, I discovered that my client qualified for First-Time Penalty Abatement. This allowed us to reduce his penalties by $240, making a real difference in his overall debt. Once we had the paperwork ready, I worked with him to:

  • Set up an installment agreement with the IRS to manage the remaining debt in monthly payments.

  • Get his penalties abated, reducing his overall financial burden.

The Result: Problem Solved in Less Than 48 Hours

Within less than 48 hours, we had everything in place. My client signed the necessary paperwork, and I contacted the IRS to finalize the installment agreement. When I informed him that his IRS nightmare was over and that his penalty had been reduced, he was beyond relieved.

This is exactly the kind of fast, efficient service that can make a world of difference when you're dealing with the IRS.

IRS CP504 Notice: What You Need to Know

The CP504 notice is more than just a letter — it's the IRS's final warning before taking drastic measures, like levying your bank account or garnishing wages. The IRS is sending these notices en masse, often with the following stern warning:

"If you don't make your payment now, we'll consider your non-compliance an active choice, and you could face a levy!"

If you’ve received a CP504 or any other IRS notice, it's critical to act fast. Ignoring these letters won't make the problem go away; it will only escalate.

How I Can Help You with IRS Tax Debt

If you're facing IRS tax debt, don't wait for the problem to get worse. I have years of experience working with the IRS and helping clients resolve tax debts quickly and effectively. Whether it’s setting up an installment agreement, applying for First-Time Penalty Abatement, or pulling your transcripts to understand your full tax liability, I can help.

Contact us today for a free consultation to assess your situation and discuss your options. Call us at (253) 327-6101, reach out on LinkedIn, or visit our website at www.mathistax.com.

Let’s work together to keep the IRS off your back!

Sham Reddy CRS
Howard Hanna RE Services, Dayton, OH - Dayton, OH
CRS

Great post on resolving IRS debt, Jason!!! Thanks for sharing!!!

Whether it’s setting up an installment agreement, applying for First-Time Penalty Abatement, or pulling your transcripts to understand your full tax liability

Sep 11, 2024 01:32 PM
Weksil LLC Real Estate Marketing
Holiday, FL

Good post

Sep 12, 2024 04:37 AM
Bill Salvatore - East Valley
Arizona Elite Properties - Chandler, AZ
Realtor - 602-999-0952 / em: golfArizona@cox.net

Welcome to the Rain. Enjoyed your blog page, and I added you as a follower. I would love the follow back. Also, then we both get 50 points. Bill

Bill Salvatore, Realtor- Arizona Elite Properties

Sep 12, 2024 11:18 AM