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Board of Equalization Method of Contact for Tax Dischargeability?
Dear Listmates:
Can someone tell me if I'm dealing with the BOE in the right manner? I need
pre-bankruptcy info so I can do the requisite tax analysis for
dischargeability. So I checked here:
http://www.boe.ca.gov/legal/bankrupt_faq.htm#4 and it says:
"4. I have not yet filed bankruptcy but I am considering it. How do I
access information about my account?
You may request information regarding your tax obligations, such as the
balance due and the tax returns that have or have not been filed, before
filing a bankruptcy petition. A Power of Attorney
is required for parties requesting
this information other than the debtor. You may contact our Tax Information
Section at 800-400-7115 or your local district BOE office
to request account information. "
So I call the toll free number and was told only the local BOE office can
assist. Thus, I call the local Norwalk office within the taxpayer's
jurisdiction, speak to a representative, submit the Power of Attorney via
fax, and then I am told I can only receive answers to my questions re. #4 if
I submit a written request for information. At first I was told on the
phone that the client did file sales and use tax reports, but when I asked
for a printout or some form of that in writing, I was told to submit all
requests and that I could not be given further information by phone.
Really, all I want to know is whether the BOE believes the taxpayer filed
the sales and use tax report. Am I going about it the proper way based on
everyone's experience here? Thanks in advance.
Jeffrey Hsu, Esq. | JCH Law Firm
1031 S. Garfield Ave. | Alhambra, CA 91801
Phone & Fax: 626-999-5959
jhsu@jchfirm.com |
www.jchfirm.com
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