Recently, I read a letter from a client of ours that contracted with JK Harris for audit representation. Our audit team had the opportunity to help this widow who was caught unaware by a terrible tax situation. In the years before her husband died, he had always reassured her that he was taking care of their taxes each year and everything was ‘fine.’ When he passed away, Mrs. Stone found out that this was not the case. Apparently, Mr. Stone had bought and sold a lot of stock without reporting all of the trades when it came time to file his tax returns each year for several years in a row. The whole situation left Mrs. Stone with a federal tax liability of over $33,000. She came to us for help.
Enrolled Agent Cathy Boags and Case Specialist Mirian Rivera worked Mrs. Stone’s case from start through completion. Once they were able to get the basis worked out for all of the stock trades and prepare the Stone’s tax returns for 2000 through 2004, Cathy was able to contact the Audit Reconsideration unit at the IRS with the updated information. When the IRS received all of Mrs. Stone’s updated information, they determined that she now had a zero balance with the government.
In her letter, Mrs. Stone said, “I am extremely pleased with JK Harris and Company…Cathy Boags was extremely helpful and pleasant. I would and have recommended JK Harris to others in need of tax help. Thank you so very much for your great services.”
We are always glad to help our clients get the help that they need and we are very glad that we could be of assistance.
