Client Hires Law Firm After Bad Experiences with a Competitor

Posted 9/17/2008 2:41:52 PM

Mr. Flohr of Falling Waters, WV had been working with another tax settlement company for months before he hired our law firm. While the other company was able to reduce his total liability, the settlement proposed was not one that Mr. Flohr could afford. No other options were given.

Shortly thereafter, he contacted and then retained our law firm for Currently Not Collectible (CNC) status. CNC status protects a taxpayer from Internal Revenue Service (IRS) collections. It demonstrates to the IRS that a taxpayer cannot afford a monthly payment to the IRS, let alone to full pay their back tax liability.

“Mr. Flohr hired us for CNC,” notes attorney John Wetenkamp. “When we needed information from him he provided it right away without the need for multiple requests. Once we had all the financial information we needed to move forward, I was concerned because it looked like he was not going to qualify for the service he hired us to perform. We sent him an analysis letter in which we explained how the IRS would view his financial situation based on the information he provided to us. Mr. Flohr obviously took the time to go through the letter carefully, and he responded to all the pertinent questions.”

In the time that passed since Mr. Flohr had last communicated with the IRS, his financial information had dramatically changed. His business income had significantly decreased and he had sold one of his automobiles.

“He identified some changes that needed to be made based on financial changes that occurred in his life,” continued Wetenkamp. “We incorporated the changes in his financial statement based on his response to the analysis letter. Once more it looked like he would qualify for CNC status. I called the IRS and disclosed the financials. The case was forwarded on to an IRS manager and approved some time later. Mr. Flohr was patient throughout the entire process. We resolved his case without any major problems.

I think the key to success on this case was that Mr. Flohr was persistent and willing to really read the analysis letter and give a thoughtful response. Sometimes clients get an analysis letter [which examines their financial situation and may inform them that they currently do not qualify for the service they retained the firm for because their finances had changed] and they throw their hands up in the air and just give up. They fail to realize that the analysis letter is not the end of the road, it is just a request for updated/different/additional information and a request to make a decision as to how the client wants to proceed.”

“Everyone at Roni’s law office was nice and helpful,” claimed Mr. Flohr. “I am so relieved to have finally settled my tax problems.”

We could not have done it without you.