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    It’s thrilling to help taxpayers get some relief

    March 13th, 2008

    I’ve seen this happen time and again. For one reason or another, a taxpayer hasn’t filed all of the required tax returns, and the IRS catches up with them. And, unfortunately, it happened to one of our clients recently.

    As far as Joanna Martin was concerned, she was in good standing with the IRS. She was under the impression that all of her tax returns were filed and she didn’t owe a thing.

    Unfortunately, the IRS didn’t agree and sent her notices claiming she owed them nearly $300,000 because they did not have four years of tax returns on file. In turn, the IRS filed a Substitute for Return for each of the four years. What that means is the IRS filed its own returns on Ms. Martin’s behalf, using only one exemption and just the standard deduction, no itemizing.

    Fortunately, Ms. Martin came to us for assistance. We completed her missing returns, which lowered her balance due to just under $11,000 and got her set up with a monthly Installment Agreement she could afford to pay.

    “I would recommend JK Harris to anyone with IRS issues,” Ms. Martin said.
    Thank you, Ms. Martin. I am so thrilled we could help.

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