Reply To: Client Owes $66,000 is a realtor with 2 rental properties and another one gets

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#14377
Starla Smith
Participant

If the client is not being cooperative with providing the information you have requested, I would provide her with the approximate monthly payment amount for a streamlined IA. If she balks at that, I would tell her that I am unable to further help her unless she provides the information you have requested so that you can determine what the IRS will view as her reasonable collection potential.

The way I look at it, if the client isn’t willing to cooperate and provide the documents I have requested, then they aren’t serious about getting help.

Starla