Names ssn dob

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NAMES SSN DOB

Taxpayer

Spouse

Dependent 1

Dependent 2

Dependent 3

DOCKET NO.
OFFER NO.
DATE ENGAGEMENT LETTER RETURNED:
DATE RECOMMENDATION MEMO:
STATUS OF CASE / DEADLINES-APPOINTMENTS:

2008 - 30-Day Letter Issued - May 8, 2010

2009 - Appeals Conference Pending - No set appointment/deadline
CONTROVERSY: IRS denying dependents, changed filing status, denying EITC and denying business deductions for 2009.
YEARS AMOUNTS ISSUE DISPOSITON

2008 $10,000 EITC, Exemp, Fil Status

2009 $ 3,000 Business Expense
FACTS:
TAXPAYER AGREES OR DISAGREES: Disagrees
PROPOSED METHOD OF RESOLUTION:

2008 – Protest

2009 – Appeals Conference
NEXT STEPS: Submit protest letter, prepare appeals notebook
ACTIONS TAKEN: Contacted client to request additional documentation
STATUS: 90-Day Letter issued
FORMER STUDENT ATTORNEY CONTACT INFO.:

-email -

-phone -

Directory: files -> 2014
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