Tax Seminar #3 – December 3 2012
Workbook - Zicklin School of Business
Workbook - Zicklin School of Business
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E. MARTIN DAVIDOFF<br />
ATTORNEY AT LAW<br />
353 Georges Road - Suite K<br />
P.O. Box 835<br />
Dayton, NJ 08810-0835<br />
EMD@taxattorneycpa.com<br />
_____________<br />
TEL: 732-274-1600<br />
FAX: 732-274-1666<br />
VIA CERTIFIED MAIL #7008 2810 0001 1969 1111<br />
January 5, 2011<br />
Mr. Jeffrey Austin<br />
Internal Revenue Service<br />
Disclosure Scanning Operation - Stop 93A<br />
P.O. Box 621506<br />
Atlanta, GA 30362-3006<br />
Dear Mr. Austin:<br />
RE: Cletis (Clete) Leroy Boyer<br />
SSN# 123-45-6789<br />
Form 1040: 2007 and 2008<br />
We represent Cletis Leroy Boyer (the “<strong>Tax</strong>payer”; see attached, IRS Form 2848). Pursuant to the Privacy<br />
Act of 1974, 5 U.S.C. Section 552a (the “Privacy Act”), Section 6103 & 7602(c) of the Internal Revenue<br />
Code (“IRC”) and the Freedom of Information Act, 5 U.S.C. Section 552, as amended, (“FOIA”), we wish<br />
to obtain access to and copies of the following records maintained by the Internal Revenue Service (“IRS”):<br />
1. The History Transcript or similar Time Records by the IRS for the <strong>Tax</strong>payer and periods/years<br />
set forth above for the specific time period of January 1, 2007 through the date of this request.<br />
2. All entries entered into the IRS computer systems by those conducting the recent examination<br />
of the <strong>Tax</strong>payer’s 2008 Form 1040.<br />
3. A list of all third party contacts that IRS representatives have been in communication with about<br />
the above-referenced <strong>Tax</strong>payer for the specific time period of January 1, 2007 through the date<br />
of this request.<br />
4. The entire administrative file for 2007 and 2008<br />
5. Please refer to the attached copy of the 2007 IRS account transcript showing a removed payment<br />
of $25,000 near the last few lines. There is also a denial of either a claim made of Form 843 or<br />
penalty abatement request referenced as well. We will be discussing the missing $25,000<br />
payment with an Appeals Officer when our case is assigned and we need to find out what<br />
happened to it in the IRS records. Please pursue research pertinent to that missing payment<br />
throughout any tax year from 2007 through <strong>2012</strong> and forward me any information from notes,<br />
conversations, telephone calls or written correspondences regarding that item. Any<br />
Correspondence records, Telephone logs, or other kind of Documentary files would be very<br />
helpful.<br />
This case file was most recently assigned to the Technical Services - SBSE group in Springfield, New<br />
Jersey with James Jones (ID# 9909900, Phone: 123-456-9999).<br />
If possible, we would appreciate if you could forward materials become available.<br />
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