I have completed my analysis of the client’s transcripts and financial questionnaire.
They appear to qualify for an OIC of $150 against a tax debt of $20,804.
I typically meet with clients to go over their THS Transcript reports and their alternatives. Client is financially strapped and under withheld. They paid 1/2 of the Transcript analysis fee with the balance due upon completion of the transcript analysis.
I am ready to contact the client to let them know the analysis and alternatives are done. They live a considerable distance from me. I have access to Regus office space and the closest one to them is 20 minutes away. If I schedule a meeting with them what is the proper way to remind them of the balance due and to bring payment with them without coming across as being tacky?