Project Description

  • Single mother of one recently divorced – Files as Head of Household
  • Client was not sure when she last filed since ex-husband previously handled all tax filings
  • We had client provide a signed Form 8821 so our team could talk to the IRS and state on client’s behalf
  • We discovered no returns were filed since 2008, except 2011 & 2012 however the expected refunds for those years were never received
  • Soto Accounting prepared all tax returns for all outstanding tax years by requesting transcripts from IRS and State since client had no tax records for any of the tax years
  • We also helped client secure the 2011 & 2012 refunds which were originally rejected by IRS due to identity theft
  • After a couple months of going back and forth with IRS and State, Soto Accounting was able to secure $28,000+ in tax refunds owed to client