EA, CPA, or Tax Attorney Needed – SBA Debt, Treasury Offset & Tax Resolution
Worldwide
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 • 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 • Review hardship, repayment, settlement, recall, and other available options • Recommend best strategy • Provide written action plan and timeline Milestone 3 – Representation & Submission • 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 • 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 • 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
- Not SureHourly
- < 1 monthDuration
- ExpertExperience Level
$10.00
-
$15.00
Hourly- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:4 weeks ago
- Interviewing:2
- Invites sent:29
- Unanswered invites:22
About the client
- PakistanRawalpindi6:26 AM
- $533 total spent6 hires, 1 active
- 11 hours
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