California Senior Citizen Loses Source Of Income During IRS Negotiations
Posted 12/30/2009 12:08:39 PM
Madge of Cathedral City, CA called Roni Deutch’s law firm after she ran into serious tax problems. Although she retained the firm to negotiate an Installment Agreement with the IRS, her financial situation changed during negotiations and she became an ideal candidate for placement into the IRS’s Currently Not Collectible status.
“This case took nearly two years to complete from start to finish,” recalls John Wetenkamp, the attorney who negotiated with the IRS on Madge’s behalf. “She retained our firm in December 2007 to negotiate an affordable Installment Agreement with the IRS. Unfortunately, Madge lost her source of income during the negotiation process, which she let our firm know about right away. Given the change in circumstances, we advised her that the best resolution was to have her account placed into Currently Not Collectible status.”
“Madge agreed with the change in direction,” continues Wetenkamp. “However, because of the change in circumstances, we had to collect updated financial information from her. It was around this time that the IRS imposed a levy on her social security income, which caused a serious financial hardship. Once all the tax returns had been filed (per IRS rules), we contacted the IRS to begin negotiations. We provided the financial information and documentation requested by the IRS and after a couple of follow-up calls, we received confirmation in October 2009 that her account had been placed into Currently Not Collectible status. The social security levy was also released and Madge was able to go back on her feet financially.”
“My experience with Roni Deutch and her staff was a positive one,” explains Madge. “The firm stayed with me for over a year and a half and continued to work with me even after my loss of income in the midst of negotiations. All my calls were answered or returned immediately. Everyone was very courteous and patient, and I am so very pleased with the results.”
