Central District Consumer Bankruptcy Attorney's Association

Renay, is the transcript that you get, the tax account transcript that
allows you to do the dischargeability analysis?
Holly Roark
Certified Bankruptcy Specialist*
*and Sports Lawyer*
holly@roarklawoffices.com **primary email address**
www.roarklawoffices.com
Central District of California
Consumer Bankruptcy Attorney
1875 Century Park East, Suite 600
Los Angeles, CA 90067
T (310) 553-2600
F (310) 553-2601
*By State Bar of California Board of Legal Specialization
**For a quicker response, email me at holly@roarklawoffices.com.
I only use gmail for my listservs, and am likely to miss private emails
directed to my gmail account.**
On Fri, Sep 12, 2014 at 5:39 AM, R Grace Rodriguez rgracelaw@gmail.com
[cdcbaa] wrote:
>
>
> Hi there:
>
> I know this is a little late to the party. . . But if you go on IRS.Gov
> and while your client is in the office there is a link where the taxpayer
> can request the transcripts ONLINE and you can download them in that
> moment. I have been able to get transcripts instantly and by year. Client
> will need a little bit of information off their last tax return which they
> should have in their possession when they come see you. And its free and
> you don't need a POA because client gets it right there in your office.
> Sometimes if client doesn't have correct information, then they will get
> sent to them in mail and it takes three or four days.
>
>
> 1. Internal Revenue Service
> www.*irs*.gov/
>
>
> -
>
> -
>
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Hi there:
I know this is a little late to the party. . . But if you go on IRS.Gov and
while your client is in the office there is a link where the taxpayer can
request the transcripts ONLINE and you can download them in that moment. I
have been able to get transcripts instantly and by year. Client will need
a little bit of information off their last tax return which they should
have in their possession when they come see you. And its free and you
don't need a POA because client gets it right there in your office.
Sometimes if client doesn't have correct information, then they will get
sent to them in mail and it takes three or four days.
1. Internal Revenue Service
www.*irs*.gov/

The post was migrated from Yahoo.

Sam:
Have you ever just sent in the 4506t yourself? What is the advantage of having a service center send in the 4506t for you?
d
Dennis McGoldrick, 350 S. Crenshaw Bl., #A207B, Torrance, Ca 90503 310-328-1001-voice
> On Sep 11, 2014, at 8:59 AM, "sam@southbaybk.com [cdcbaa]" wrote:
>
> For what it is worth, I have always had trouble getting timely transcripts from the service, and when I've used a POA I end up getting all kinds of unwanted mail. So I signed up with a company called Lenders Processing Service. I have the client sign a 4506T, upload to LPS and last 4 years of transcripts are usually available to download within a few days. Their charge is, I believe, $14 for the first year and a sliding scale upwards, which I pass on to the client, with a little extra for my time. It's very clean - and the fact that the client has to pay usually causes them to "find" the tax returns that they previously couldn't find.
>
>

The post was migrated from Yahoo.

To Steve Lever:
Form 4506-T allows you to get the account transcript. Form 4506 is for the tax return.
To Sam:
I always try to get 10 years of account transcripts. Some debtors have very old tax debts, and you want to make sure that they are dischargeable. There are fact patterns that could make a tax debt from 2005 nondischargeable today (very late filing, followed by a collection due process case). And you can never take the client's word for it that he actually filed his return.
- John D. Faucher
On Thursday, September 11, 2014 4:33 PM, "sam@southbaybk.com [cdcbaa]" wrote:
I can't recall ever having a need for copies of more than 4 years of previously filed returns. But I only do 7s and 13s.

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CIN Compass will order your transcripts also. It is bankruptcy software and case management program.
Law Office of Catherine Christiansen
Certified Specialist, Bankruptcy Law, The State Bar of California Board of Legal Specialization.
On Thursday, September 11, 2014 8:59 AM, "sam@southbaybk.com [cdcbaa]" wrote:
For what it is worth, I have always had trouble getting timely transcripts from the service, and when I've used a POA I end up getting all kinds of unwanted mail. So I signed up with a company called Lenders Processing Service. I have the client sign a 4506T, upload to LPS and last 4 years of transcripts are usually available to download within a few days. Their charge is, I believe, $14 for the first year and a sliding scale upwards, which I pass on to the client, with a little extra for my time. It's very clean - and the fact that the client has to pay usually causes them to "find" the tax returns that they previously couldn't find.

The post was migrated from Yahoo.

what about using the 4506 form? It really is better in the long run, you won't get years and years of tax information about a long lost client.
d
Dennis McGoldrick, 350 S. Crenshaw Bl., #A207B, Torrance, Ca 90503 310-328-1001-voice
> On Sep 10, 2014, at 3:56 PM, "John Faucher j.d.faucher@sbcglobal.net [cdcbaa]" wrote:
>
> You can also get transcripts online, through the Transcript Delivery Service found on e-services. You get access to the transcripts for your client about a week after you fax the power of attorney form to IRS. Signing up for this is quite difficult; it took me about two months and two hour-long phone calls with the help desk to navigate the approvals needed. But once you're set up, there is a great feeling of accomplishment when each newly-requested transcript takes only three minutes or less to secure.
> - John D. Faucher
>
>
> On Wednesday, September 10, 2014 3:42 PM, "'Mark J. Markus' bklawr@yahoo.com [cdcbaa]" wrote:
>
>
>
> Steve,
>
> They have have finally switched over to that format full time, but you may want to try calling at different times. I ran into that voicemail system several months back, but called a few hours later and got a live person. I think the automated system handles overflow, but I'm not sure.
>
> *************************
> Mark J. Markus
> Law Office of Mark J. Markus
> Mailing Address Only:
> 11684 Ventura Blvd. PMB #403
> Studio City, CA 91604-2652
> (818)509-1173 (818)332-1180 (fax)
> web: http://www.bklaw.com/
> Certified Bankruptcy Law Specialist--The State Bar of California Board of Legal Specialization
> This Firm is a Qualified Federal Debt Relief Agency
> ________________________________________________
> NOTICE: This Electronic Message contains information from the law office of Mark J. Markus that may be privileged. The information is intended for the use of the addressee only. If you are not the addressee, note that any disclosure, copy, distribution or use of the contents of this message is prohibited.
> IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this communication.
> On 9/10/2014 2:29 PM, 'Steven B. Lever' sblever@leverlaw.com [cdcbaa] wrote:
>> Listmates:
>>
>> For those of you who work on tax dischargeability cases I think I have some distressing news.
>>
>> Normally I call the IRS practitioners hotline and get a live agent who takes my order for the Account Transcripts. I would receive a fax in 48 hours.
>>
>> Now we just tried it and they have a maze of prompts that cascades through a series of voicemail messages you need to leave to process the request.
>>
>> At the end it says Either you or your client will receive the transcripts within 10 business days.
>>
>> First, thats a lot longer, and second, I dont trust it to actually perform.
>>
>> If any of you know the IRS commissioner personally, please give me his/her direct number.
>>
>> Or, if you know of a better way to get transcripts Id sure like to know.
>>
>> Steve
>>
>> Law Offices of Steven B. Lever
>> >
>> > Steven B. Lever
>> >( Tel. (562) 436-5456 ext. 1
>> >( Fax (562) 485-6886
>> >* sblever@leverlaw.com
>> > www.leverlaw.com
>
>
>
>
On Sep 10, 2014, at 3:56 PM, "John Faucher j.d.faucher@sbcglobal.net [cdcbaa]" <cdcbaa@yahoogroups.com> wrote:


The post was migrated from Yahoo.

You can also get transcripts online, through the Transcript Delivery Service found on e-services. You get access to the transcripts for your client about a week after you fax the power of attorney form to IRS. Signing up for this is quite difficult; it took me about two months and two hour-long phone calls with the help desk to navigate the approvals needed. But once you're set up, there is a great feeling of accomplishment when each newly-requested transcript takes only three minutes or less to secure.
- John D. Faucher
On Wednesday, September 10, 2014 3:42 PM, "'Mark J. Markus' bklawr@yahoo.com [cdcbaa]" wrote:
Steve,
They have have finally switched over to that format full time,
but you may want to try calling at different times. I ran into
that voicemail system several months back, but called a few
hours later and got a live person. I think the automated system
handles overflow, but I'm not sure.
*************************
Mark J. Markus
Law Office of Mark J. Markus
Mailing Address Only:
11684 Ventura Blvd. PMB #403
Studio City, CA 91604-2652
(818)509-1173 (818)332-1180 (fax)
web: http://www.bklaw.com/
Certified Bankruptcy Law Specialist--The State Bar of
California Board of Legal Specialization
This Firm is a Qualified Federal Debt Relief Agency
________________________________________________
NOTICE: This Electronic Message contains information from the
law office of Mark J. Markus that may be privileged. The
information is intended for the use of the addressee only. If
you are not the addressee, note that any disclosure, copy,
distribution or use of the contents of this message is
prohibited.
IRS CIRCULAR 230 NOTICE: To ensure compliance with
requirements imposed by the IRS, we inform you that any U.S.
tax advice contained in this communication (or in any
attachment) is not intended or written to be used, and cannot
be used, for the purpose of (i) avoiding penalties under the
Internal Revenue Code or (ii) promoting, marketing or
recommending to another party any transaction or matter
addressed in this communication.
On 9/10/2014 2:29 PM, 'Steven B. Lever' sblever@leverlaw.com [cdcbaa] wrote:
Listmates:
>
>For those of you who work on tax dischargeability cases I think I have some distressing news.
>
>Normally I call the IRS practitioners hotline and get a live agent who takes my order for the Account Transcripts. I would receive a fax in 48 hours.
>
>Now we just tried it and they have a maze of prompts that cascades through a series of voicemail messages you need to leave to process the request.
>
>At the end it says Either you or your client will receive the transcripts within 10 business days.
>
>First, thats a lot longer, and second, I dont trust it to actually perform.
>
>If any of you know the IRS commissioner personally, please give me his/her direct number.
>
>Or, if you know of a better way to get transcripts Id sure like to know.
>
>Steve
>
>Law Offices of Steven B. Lever
>>
>> Steven B. Lever
>>( Tel. (562) 436-5456 ext. 1
>>( Fax (562) 485-6886
>>* sblever@leverlaw.com
>> www.leverlaw.com
>

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