Tax Resolution Times

"Read About Taxpayers with IRS Problems &  Find Out How to Solve Them" 
August 2017
Tax Controversy Specialist 
Presenter, Educator
      Inside this edition:

  • Minnesota Man Tries to Convince the IRS “I’m Not Dead Yet"
  • Attorney Can Add IRS Indictment to His Wikipedia Page
  • IRS Collection Calls Now May Be Real
  • Your IRS Questions Answered Here...
  • For the Foodies -
  • A bit of tax humor...
Minnesota Man Tries to Convince the IRS “I’m Not Dead Yet”
It took a U.S. Senator, Amy Klobuchar from Minnesota to finally reverse the false declaration that Adam Ronning, 33, was deceased after he tried for 29 years.

The error started when Ronning was 4 years old, and his mother received a letter stating that she could no longer receive child support because somehow the IRS declared her son was deceased.  The IRS blamed the error on a computer glitch but never rectified the situation.

Ronning states, “They’ve never been able to prove that I’m dead.  It’s always me proving that I’m still here.”

After Ronning filed his 2009 tax returns, the IRS gave him only half of his refund because they showed him as deceased.  Ronning continued to file his taxes every year but never received the refund due him and spent hours on the phone with the IRS, on hold, trying to speak to supervisors only to be told it was a problem with the Social Security office.

After finally receiving a letter from the Department of Treasury, Ronning is hoping to receive an estimated amount of $20,000 that the IRS owes him in tax refunds.

A “60 Minutes” investigation found that approximately 9,000 Americans erroneously declared dead each year.
Thank You for the Kind Words...
Gulie S.
Attorney Can Add IRS Indictment to His Wikipedia Page
Husband and wife attorneys, Edward “Ted” Millstein and Susan Halpern from Rittenhouse, PA, were indicted on charges of willfully attempting to evade taxes.

Prosecutors state that Millstein concealed their assets, lied to IRS agents about their income, and put money and property in the names of others to avoid paying taxes.
It’s not the first time the couple has been in trouble for failing to pay taxes.  Both Millstein and Halper were charged for failing to pay taxes in 2010 in the amount of $143,473.35 and in 2011 in the amount of $153,560.69.

The IRS filed liens against the couple; in 2013, a lien was filed by the feds in the amount of $151,459 and the State of PA filed a state tax lien in the amount of $28,715. 

If convicted on all charges, Millstein could face a prison sentence of up to seven years, three years’ probation and $450,000 in fines.  The max sentence for Halpern would be two years in jail, one year probation and $200,000 in fines.

Your IRS Question Answered Here...

Question: I’ve finally decided to seek help from a Tax Professional who specializes in Tax Problem Resolution.  I want to start getting my paperwork together for the appointment; what will I need to bring with me?


Answer:  It’s very important to have your documentation with you for the initial interview.  Your tax resolution specialist will need this info to determine the best way to move forward to resolve your tax issues.  The items to bring include:

  • Your most recent IRS/State tax notices and letters;
  • Copies of your last two years of filed income (1040) tax returns;
  • A monthly household cash flow budget by expense category (list all outflows of money;
  • Bring your most recent pay stubs with YTD info verifying income from all sources and all withholdings and payroll deductions;
  • If you are self-employed, an independent contractor, or small business owner, prepare a “rough draft” current profit and loss statement. If this is not possible, just bring your Schedule C from your most recently filed 1040;
  • Bring a list of any quarterly estimated tax payments made for the current year
IRS Collection Calls Now May Be Real
For years the IRS has warned taxpayers about the tax scam calls in which scammers pretend to be from the IRS and threaten the taxpayer with wage garnishment or imprisonment unless they pay that day by getting prepaid cards or depositing cash into bogus bank accounts.

But the IRS made major revisions to the IRS code on “collections” and starting on April 19, 2017, real third party debt collectors can call you to collect taxes owing.
The IRS has awarded contracts to 4 agencies currently: Conserve, Pioneer, Performant and CBE Group.  This information is public so the scammers might try to impersonate employees of these companies.

Before you receive any calls, the IRS will send you a letter and so will the debt collection agency.  But scammers will also be sending bogus letters.

So how do you protect yourself?  If you receive a call, ask for all of the information you can from the person calling regarding their name, company information and phone number then hang up and do your own research. If the phone number matches the real company then it’s legitimate.  Also, keep in mind that the tax collectors cannot threaten jail time, garnish wages or collect payment over the phone. 

More than 5,500 people have already been victims of the scams for a loss of over $36 million dollars. If you receive one of these calls call us – WE CAN HELP!

I'd Like to Hear From You...
If you have an IRS issue, or just want to refer a friend, relative or client, I'd love to hear from you. I can provide a no-obligation confidential consultation to help you solve your IRS problems.

772-337-1040
Jeffrey Schneider, EA, CTRS, NTPI Fellow
[email protected]
10570 S US Highway 1, Ste. 203
 Port St Lucie, FL 34952
www.sfstaxproblemsolutions.com
A Bit of Tax Humor......
Recipe of the Month
Rustic Low Carb Deep Dish Pizza

Friday is generally pizza night in our house. My low carb diet has not stopped Ali from creating some great alternatives. This new recipe uses an individual cast iron pan, Ali loves to cook in cast iron and I hate to clean it. But in the end, it's worth it. This recipe incorporates all of the traditional Italian toppings you would find on a meat lovers pizza... you just need to add lots of fresh garlic and fresh basil
   nd yes, the herbs are from Ali's garden!

You will find the recipe on our Pinterest page
SFS Tax Problem Solutions | i [email protected] | 772.337.1040 sfstaxproblemsolutions.com