Wrong Taxpayer
May 01, 2015OUTCOME: Client received a combined $18k refund
Bismark Tax, inc. had a client that was erroneously assessed his neighbors income. They had very similar names and both were truckers. However, our client was not self-employed and the other gentleman ... was. When we got the case it was already assigned to an IRS Revenue Officer. The client owed $65,000 and they were garnishing his wages. Also, the State had also taken over $13,000 in addition to what he did not really owe. The client came to us and was pleading that he did not understand why he owed this money if he was never self-employed. We took the case on and did extensive research. We found something that the IRS had not seen in 3 years of them erroneously coming after the client. The identification number was wrong. We found it while analyzing the data. We told this to the Revenue Office and it nearly blew her socks off. At first she told us that there was nothing she could do, then we waved the big guns and talked about the constitution and the rights taxpayers have. About 4 months later all changes were made, the client had a zero balance, the client was refunded about $5000 from the IRS and over $13,000 from the FTB. Great success!
