Is POA required to intervene-Installment request

[Taxadvisor VA]

TP has contacted me about some IRS demand letters for past due taxes that he does owe. He has tried to work with IRS, resent Form 9465, and he still is getting demand letters.
I am his TPD and I wasn't sure if IRS would allow me to intervene. I am not an EA but a now reduced RTRP.

What's your read?
Thanks in advance.

Taxadvisor VA

[JohnH]

If the total owed is less than the minimums for an automatic installment agreement, the fastest way to get a resolution is to call IRS with the client conferenced in on the line. IRS will ask the client a few simple questions and then obtain permission for you to speak with them about the matter.

[Taxadvisor VA]

Installment Plan- POA necessary

If the total owed is less than the minimums for an automatic installment agreement, the fastest way to get a resolution is to call IRS with the client conferenced in on the line. IRS will ask the client a few simple questions and then obtain permission for you to speak with them about the matter.

Thanks so much for responding JohnH!

We are talking big Dollars here > than $10K.
Does this fact change your advice?

Thanks for your help.

Taxadvisor VA

[ATSMAN]

If the past due is more than $10K, has he skipped on a previous installment agreement?

[Taxadvisor VA]

POA for Installment Request

If the past due is more than $10K, has he skipped on a previous installment agreement?

This TP fell seriously behind in getting his taxes done each year. In the first 3 months this year, I prepared 2012,2013, & 2014. He is a successful Realtor who did very well during the down time in the RE market. However, I could never get him to catch up his returns.
He does owe from 2010/2011/ & 2012.
I think IRS is ignoring his request to set up installment plan. He is extremely frustrated but it is his fault for not getting his returns completed when he should have.

TMI- I don't know honestly if he ever tried Form 9465 before b/c when I would suggest it he would blow it off.

What's your recommendation at this point?

Thanks ATSMAN,

Taxadvisor VA

[JohnH]

Here are all the installment agreement details.

http://www.irs.gov/Individuals/Payment-Plans-Installment-Agreements

If he's just your garden-variety procrastinator, then you'll find this a piece of cake. But often as not, these clients come with a few complications that the conveniently forget to mention to you until it's forced out of them. When you offer a taxpayer an easy way to handle his tax debt and he does nothing, there's usually a time bomb lurking somewhere.

In any event, a conference call to collections might stop the process. They will probably set up the payment agreement while you're on the line. Or your client might even be able to set it up online (with your help).

[ATSMAN]

This TP fell seriously behind in getting his taxes done each year. In the first 3 months this year, I prepared 2012,2013, & 2014. He is a successful Realtor who did very well during the down time in the RE market. However, I could never get him to catch up his returns.
He does owe from 2010/2011/ & 2012.
I think IRS is ignoring his request to set up installment plan. He is extremely frustrated but it is his fault for not getting his returns completed when he should have.

TMI- I don't know honestly if he ever tried Form 9465 before b/c when I would suggest it he would blow it off.

What's your recommendation at this point?

Thanks ATSMAN,

Taxadvisor VA

Have you considered OIC if he owes from 2010. Even if OIC is rejected he will be given another opportunity for a payment plan based on his financial disclosure.

I would also suggest that you get all the transcripts and account statements prior to OIC. You will need a POA for that obviously.

[AZUKHiker]

Unless EA, CPA No Collections Contact

If you aren't an EA, CPA or attorney you cannot represent your client in connection with Collection matters.

TP has contacted me about some IRS demand letters for past due taxes that he does owe. He has tried to work with IRS, resent Form 9465, and he still is getting demand letters.
I am his TPD and I wasn't sure if IRS would allow me to intervene. I am not an EA but a now reduced RTRP.

Taxadvisor VA

[Taxadvisor VA]

Tax Credential- Collections

If you aren't an EA, CPA or attorney you cannot represent your client in connection with Collection matters.

Thank you for this information.

Best Regards,

Taxadvisor VA