Tax Seminar #3 – December 3 2012

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Partially Adjusted R.C.P. As Is With New Auto Monthly Excess $361 $36 12 Times Factor $4,332 $432 Assets/Equity $35,457 $35,457 R.C.P. $39,789 $35,889 Final Adjusted R.C.P. R.C.P.- New Auto $35,889 Eliminate Equity in Auto ($3,880) Revised R.C.P. $32,009 Credit Card Payoff ($7,000) Revised R.C.P. $25,009 Use Life Ins for Fees ($5,000) Final R.C.P. $20,009 Note: Initial R.C.P. $39,789 48
Form 656 Booklet Offer in Compromise CONTENTS ■ What you need to know............................. ....................................................... 1 ■ Paying for your offer.................................... ..................................................... 2 ■ How to apply .................................................................................................... 3 ■ Completing the application package ................................................................ 3 ■ Important information ....................................................................................... 4 ■ Removable Forms - Form 433-A (OIC), Collection Information Statement for Wage Earners and Self-Employed, Form 433-B (OIC), Collection Information Statement for Business, Form 656, Offer in Compromise ............ 5 ■ Application Checklist...................................................................................... 23 IRS contact information If you have questions regarding qualifications for an offer in compromise, please call our toll-free number at 1-800-829-1040. You can get forms and publications by calling 1-800-TAX-FORM (1-800-829-3676), or by visiting your local IRS office or our website at www.irs.gov. Taxpayer resources You may also seek assistance from a professional tax assistant at a Low Income Taxpayer Clinic, if you qualify. These clinics provide help to qualified taxpayers at little or no charge. IRS Publication 4134, Low Income Taxpayer Clinic List, provides information on clinics in your area and is available through the IRS website at www.irs.gov, by phone at 1-800-TAX-FORM (1-800-829-3676), or at your local IRS office. 49
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Page 3 and 4: E. MARTIN DAVIDOFF & ASSOCIATES CER
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Page 7 and 8: • Payments of more than 24 months
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Page 39 and 40: One Car Two Cars Houston $312 $624
Page 41 and 42: Print Email Reports Export Reports
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Sample Status Sheet GOALS of Johnny
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E. MARTIN DAVIDOFF ATTORNEY AT LAW
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6. Request for a Collection Due Pro
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Information You Need To Know When R
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Collection Appeal Request 1. Taxpay
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John J. and Jane Doe Form 9423 Coll
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experience is that we secure better
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Department of the Treasury - Intern
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Mr. William Skowron December 12, 20
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Form 9465-FS (12-2011) Page 2 Part
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INSTRUCTIONS TO TAXPAYER If not alr
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Mr. Yogi Berry September 19, 2011 P
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Mr. Jeffrey Austin January 5, 2011
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Texas Iowa, Kansas, Louisiana, Miss
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4. Filing of Tax Court Petition In
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Yogi Berra Estimated 2011 - 2012 Ca
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BY HAND IN OUR OFFICE Mr. and Mrs.
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Representing Clients Before the IRS
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Rules of Engagement in Dealing With
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Rules of Engagement: Dealing With I
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IRS Rules of Engagement: Under Prom
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Dealing with the IRS Regarding Coll
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IRS Announces New Effort to Help St
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Under New Rules, the IRS Will Now R
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Adjustments to IRS Lien Policies 15
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DIRECT DEBIT INSTALLMENT AGREEMENT
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LIEN HAS BEEN RELEASED 163
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617-316-2608 617-316-2606
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Online Payment Agreement Applicatio
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OUTDATED 171
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October 2011 Your Access to Free Cr
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FTC Facts For Consumers 3 access it
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FTC Facts For Consumers 5 or an unp
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Identity Theft 1. Example scenarios
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The Zicklin Tax Seminar Series IRS
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Notice and Demand of Tax Due • Th
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Unfiled Lien v. Filed Lien A filed
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Collection Appeal Rights Process
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IRS Appeals Can Also Help After the
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To Stop an IRS Levy • Resolve the
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How to File a CDP Request • Compl
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I. How Does A Tax Debt Arise? AGOST
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d G. 3 Notice - “Immediate Action
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3. If case is not assigned to the l
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payments. The only other asset is t
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(2) The Trust fund portion of the t
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Department of the Treasury - Intern
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Instructions for completing Form 91
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Collection Appeal Request (Instruct
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Request for a Collection Due Proces
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Information You Need To Know When R
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The Zicklin Tax Seminar Series IRS
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IRS Tax Collections: Liens and Levi
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Treasury Department Circular No. 23
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Table of Contents Paragraph 1. . .
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Paragraph 1. The authority citation
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of section 404(a) (2)), 404 (relati
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(1) The former employee applies for
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This notification must include the
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software, taxation, or ethics); and
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the matter within 60 days of the da
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otherwise prescribed in forms, inst
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Subpart B — Duties and Restrictio
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a rule with respect to that particu
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in writing by each affected client,
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(ii) Advise a client to take a posi
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(5) Marketed opinion — (i) Writte
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under paragraph (e) of this section
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their practice with the firm, that
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paragraph (a) of this section. (ii)
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§ 10.53 Receipt of information con
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as determined under section 6212 of
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and law in support. (2) Summary adj
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specifically provided for in this s
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§ 10.73 Evidence. § 10.74 Transcr
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the Secretary of the Treasury, or d
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to a conference and may be suspende
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Tax Seminar #3 – December 3 2012

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