770-380-6894
We love to travel. We have been to over 20 countries. I love history especially WW2 history. I have visited WW2 historical places like Normandy and Pearl Harbour. I also enjoy listening to air traffic control dialog with commercial pilots
Member
Financial Services | Accounting
Accounting
Filing Cabinet
770-380-6894
alpharetta, GA 30005
Curdel did not file a return since 2018. She loves to travel with her family but she is very disorganized and sometimes late for appointments. I prepared 4 years of tax returns for her. She used her tax refunds for a family vacation in Jamaica.
Company
According to the Internal Revenue Service, for tax year 2024 over 20 million returns were filed after April 15th 2025.
For tax year 2022, the IRS estimates that there are over $1 billion in unclaimed refunds. That’s for one tax year, each tax year millions of Americans do not file a tax return, some have taxes due but many do not
I am a good referral for your friend Sue who has not filed a tax return this year and is looking for a tax preparer or John who has not filed since Barak Obama was president.
I can help John to be come compliant as the IRS considers anyone who files (and pay taxes due) to be compliant if they have the last 6 years of tax returns filed.
My name is Mark Salmon, I am an Enrolled Agent authorized by the IRS to represent tax payers, my fee to prepare a tax return is 250 to 450
InfoMinute
This is the client from last week's referral trigger:
1) Client got a letter from IRS requiring him to attend an in person interview about a past due tax debt. I noticed that since it got this far it means he has not responded to any of the previous letters sent by the IRS. I noticed he was anxious and not knowing what to do
2) I asked him questions about when he last filed tax returns, income, potential deductions/credits he might be eligible for to reduce any amounts due on unfiled returns.
3) I considered two options, a) he attend in person b) I attend on his behalf
4) I attended on his behalf since I am a somewhat disinterested party so I can calmly discuss his situation with the IRS revenue officer and I know the tax laws while he does not.
Referral Trigger Response
