Referral Needed - Collections & OIC work

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#1
Wiles  
Posts:
5073
Joined:
21-Apr-2014 9:42am
Location:
CA
A client of mine referred somebody to me that has a severe IRS & FTB collection issue. From the little facts I know, I think there may be an opportunity for an offer in compromise.

This is not work that we do. We used to have an ex-IRS person that did this kind of work. He was great, but he has retired and moved away.

Does anybody have a good referral for me in the San Jose, CA area? Other than Steve Moskowitz.
 

#2
eze  
Posts:
314
Joined:
8-May-2014 7:02pm
Location:
Grey Area, California
Message me if you can't find a local solution. I use a preparer/bookeeper that does a good job. She cleans up the books and financial data AND files the forms that get the account stabilized on an installment plan....then file OIC. But she's in So Cal.
 


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