EA, CPA, or Tax Attorney Needed – SBA Debt, Treasury Offset & Tax Resolution
Budget: $250 – $750 USD
I am looking for a licensed Enrolled Agent (EA), CPA, or Tax Attorney to handle my case from start to finish.
Current Situation:
• SBA-related debt showing with Bureau of Fiscal Service and Office of Debt Recovery
• Previous tax refund was offset through Treasury Offset Program (TOP)
• Possible IRS balance due
• Multiple tax years still need to be filed
Goal:
Determine the best resolution strategy, prevent future tax refund offsets if possible, resolve outstanding federal debt issues, and properly prepare and file outstanding tax returns.
Milestone 1 – Debt & Offset Investigation ($30)
• Verify all balances and debts
• Identify all agencies involved
• Confirm Treasury Offset Program status
• Identify any additional debts subject to offset
• Provide written findings report
Milestone 2 – Resolution Strategy ($50)
• Review hardship, repayment, settlement, recall, and other available options
• Recommend best strategy
• Provide written action plan and timeline
Milestone 3 – Representation & Submission ($100)
• Prepare and submit all required forms
• Communicate with agencies on my behalf
• Obtain all available resolution options
• Provide proof of submission
Milestone 4 – Follow-Up & Final Status ($100)
• Follow up with agencies
• Obtain status updates
• Confirm a no offset status with agencies
• Provide final written report and recommendations
Milestone 5 – Tax Preparation & Filing ($175)
• Review outstanding tax years 3-4
• Prepare returns correctly
• Explain expected refund or balance due
• Advise whether refunds may be subject to offset based on current account status
• File returns after approval one at a time
Requirements:
• Must be a licensed EA, CPA, or Tax Attorney
• Experience with Treasury Offset Program cases required
• SBA debt resolution experience preferred
• Must be willing to work under Form 2848 (Power of Attorney) if necessary
Please provide:
• Credentials
• Years of experience
• Similar case experience
• Estimated timeline
Current Situation:
• SBA-related debt showing with Bureau of Fiscal Service and Office of Debt Recovery
• Previous tax refund was offset through Treasury Offset Program (TOP)
• Possible IRS balance due
• Multiple tax years still need to be filed
Goal:
Determine the best resolution strategy, prevent future tax refund offsets if possible, resolve outstanding federal debt issues, and properly prepare and file outstanding tax returns.
Milestone 1 – Debt & Offset Investigation ($30)
• Verify all balances and debts
• Identify all agencies involved
• Confirm Treasury Offset Program status
• Identify any additional debts subject to offset
• Provide written findings report
Milestone 2 – Resolution Strategy ($50)
• Review hardship, repayment, settlement, recall, and other available options
• Recommend best strategy
• Provide written action plan and timeline
Milestone 3 – Representation & Submission ($100)
• Prepare and submit all required forms
• Communicate with agencies on my behalf
• Obtain all available resolution options
• Provide proof of submission
Milestone 4 – Follow-Up & Final Status ($100)
• Follow up with agencies
• Obtain status updates
• Confirm a no offset status with agencies
• Provide final written report and recommendations
Milestone 5 – Tax Preparation & Filing ($175)
• Review outstanding tax years 3-4
• Prepare returns correctly
• Explain expected refund or balance due
• Advise whether refunds may be subject to offset based on current account status
• File returns after approval one at a time
Requirements:
• Must be a licensed EA, CPA, or Tax Attorney
• Experience with Treasury Offset Program cases required
• SBA debt resolution experience preferred
• Must be willing to work under Form 2848 (Power of Attorney) if necessary
Please provide:
• Credentials
• Years of experience
• Similar case experience
• Estimated timeline