Activities and Responsibilities for SayProCFR-39 SayPro Tax Services Office – Tax Controversy and Resolution Unit

SCFR-39 SayPro Quarterly Tax Liens and Levies

SCFR-39 SayPro Monthly Assess Tax Lien or Levy Notices: Review notices from tax authorities regarding tax liens or levies to understand the nature and implications
SCFR-39 SayPro Monthly Evaluate Client’s Tax Situation: Analyse the client’s tax liability and financial status to develop a strategy for addressing liens or levies
SCFR-39 SayPro Monthly Prepare Lien or Levy Responses: Draft and submit formal responses to tax authorities to address or contest tax liens or levies
SCFR-39 SayPro Monthly Negotiate Lien Releases: Work with tax authorities to negotiate the release or reduction of tax liens
SCFR-39 SayPro Monthly Manage Asset Seizures: Assist clients in managing or preventing asset seizures due to tax levies
SCFR-39 SayPro Monthly Communicate with Tax Authorities: Act as an intermediary between clients and tax authorities to resolve issues related to liens or levies
SCFR-39 SayPro Monthly Provide Lien and Levy Documentation: Prepare and organize documentation required for lien or levy negotiations and resolutions
SCFR-39 SayPro Monthly Develop Lien Resolution Strategies: Create strategies for resolving tax liens and levies, including payment plans or appeals
SCFR-39 SayPro Monthly Advise on Preventive Measures: Offer advice on actions to prevent future tax liens or levies
SCFR-39 SayPro Monthly Track Resolution Progress: Monitor the progress of lien or levy resolutions and update clients on developments

SCFR-39 SayPro Quarterly Instalment Agreements

SCFR-39 SayPro Monthly Evaluate Payment Capabilities: Assess the client’s financial situation to determine the feasibility of an instalment agreement
SCFR-39 SayPro Monthly Prepare Instalment Agreement Proposals: Develop and submit proposals for instalment agreements to tax authorities, detailing payment terms and amounts
SCFR-39 SayPro Monthly Negotiate Instalment Terms: Negotiate terms of instalment agreements with tax authorities to achieve favourable conditions for clients
SCFR-39 SayPro Monthly Review and Sign Instalment Agreements: Ensure that clients understand and agree to the terms of instalment agreements before signing
SCFR-39 SayPro Monthly Monitor Payment Compliance: Track and ensure timely payments under the instalment agreement
SCFR-39 SayPro Monthly Address Payment Issues: Resolve issues or disputes related to instalment payments, including missed or late payments
SCFR-39 SayPro Monthly Update Instalment Agreement Terms: Modify instalment agreements if there are changes in the client’s financial situation or tax liability
SCFR-39 SayPro Monthly Provide Guidance on Financial Planning: Offer advice on financial planning to help clients meet instalment agreement obligations
SCFR-39 SayPro Monthly Communicate with Tax Authorities: Serve as a liaison with tax authorities to address any concerns or adjustments related to instalment agreements
SCFR-39 SayPro Monthly Document Instalment Agreement Details: Maintain detailed records of instalment agreements and payment history

SCFR-39 SayPro Quarterly Offer in Compromise

SCFR-39 SayPro Monthly Assess Eligibility for Offer in Compromise: Evaluate the client’s financial situation and tax liability to determine eligibility for an offer in compromise
SCFR-39 SayPro Monthly Prepare Offer in Compromise Applications: Complete and submit applications for offers in compromise, including supporting documentation and financial statements
SCFR-39 SayPro Monthly Negotiate Settlement Terms: Work with tax authorities to negotiate terms and conditions of an offer in compromise
SCFR-39 SayPro Monthly Develop Compromise Strategies: Create strategies to maximize the likelihood of acceptance for offers in compromise
SCFR-39 SayPro Monthly Address Rejections or Counteroffers: Respond to rejections or counteroffers from tax authorities with revised proposals or additional information
SCFR-39 SayPro Monthly Communicate with Tax Authorities: Act as an intermediary between clients and tax authorities during the offer in compromise process
SCFR-39 SayPro Monthly Review Financial Documentation: Ensure that all financial documentation provided in support of the offer is accurate and complete
SCFR-39 SayPro Monthly Monitor Compromise Offer Status: Track the status of the offer in compromise and update clients on progress
SCFR-39 SayPro Monthly Provide Guidance on Acceptance: Advise clients on steps to take if an offer in compromise is accepted or rejected
SCFR-39 SayPro Monthly Document Compromise Negotiations: Maintain comprehensive records of all negotiations and communications related to the offer in compromise

SCFR-39 SayPro Quarterly Collection Representation

SCFR-39 SayPro Monthly Analyse Collection Notices: Review notices and communications from tax authorities related to collection actions
SCFR-39 SayPro Monthly Develop Collection Défense Strategies: Create strategies to defend against or mitigate collection actions, including liens, levies, and garnishments
SCFR-39 SayPro Monthly Negotiate with Collection Agencies: Work with tax authorities or collection agencies to negotiate terms or settlements for tax liabilities
SCFR-39 SayPro Monthly Prepare Collection Appeals: Draft and submit appeals to challenge or resolve collection actions
SCFR-39 SayPro Monthly Address Collection Disputes: Handle disputes related to collection actions, including resolving errors or discrepancies
SCFR-39 SayPro Monthly Represent Clients in Collection Proceedings: Represent clients in proceedings related to tax collections, such as hearings or meetings with tax authorities
SCFR-39 SayPro Monthly Advise on Collection Prevention: Provide advice on measures to prevent or minimize future collection actions
SCFR-39 SayPro Monthly Review and Revise Collection Plans: Monitor the effectiveness of collection plans and make adjustments as needed
SCFR-39 SayPro Monthly Communicate Collection Resolutions: Keep clients informed about the status of collection actions and resolutions
SCFR-39 SayPro Monthly Document Collection Actions: Maintain detailed records of all collection actions, negotiations, and outcomes