| Tax Liens and Levies |
| Assess Tax Lien or Levy Notices: Review notices from tax authorities regarding tax liens or levies to understand the nature and implications |
| Evaluate Client’s Tax Situation: Analyse the client’s tax liability and financial status to develop a strategy for addressing liens or levies |
| Prepare Lien or Levy Responses: Draft and submit formal responses to tax authorities to address or contest tax liens or levies |
| Negotiate Lien Releases: Work with tax authorities to negotiate the release or reduction of tax liens |
| Manage Asset Seizures: Assist clients in managing or preventing asset seizures due to tax levies |
| Communicate with Tax Authorities: Act as an intermediary between clients and tax authorities to resolve issues related to liens or levies |
| Provide Lien and Levy Documentation: Prepare and organize documentation required for lien or levy negotiations and resolutions |
| Develop Lien Resolution Strategies: Create strategies for resolving tax liens and levies, including payment plans or appeals |
| Advise on Preventive Measures: Offer advice on actions to prevent future tax liens or levies |
| Track Resolution Progress: Monitor the progress of lien or levy resolutions and update clients on developments |
| Instalment Agreements |
| Evaluate Payment Capabilities: Assess the client’s financial situation to determine the feasibility of an instalment agreement |
| Prepare Instalment Agreement Proposals: Develop and submit proposals for instalment agreements to tax authorities, detailing payment terms and amounts |
| Negotiate Instalment Terms: Negotiate terms of instalment agreements with tax authorities to achieve favourable conditions for clients |
| Review and Sign Instalment Agreements: Ensure that clients understand and agree to the terms of instalment agreements before signing |
| Monitor Payment Compliance: Track and ensure timely payments under the instalment agreement |
| Address Payment Issues: Resolve issues or disputes related to instalment payments, including missed or late payments |
| Update Instalment Agreement Terms: Modify instalment agreements if there are changes in the client’s financial situation or tax liability |
| Provide Guidance on Financial Planning: Offer advice on financial planning to help clients meet instalment agreement obligations |
| Communicate with Tax Authorities: Serve as a liaison with tax authorities to address any concerns or adjustments related to instalment agreements |
| Document Instalment Agreement Details: Maintain detailed records of instalment agreements and payment history |
| Offer in Compromise |
| Assess Eligibility for Offer in Compromise: Evaluate the client’s financial situation and tax liability to determine eligibility for an offer in compromise |
| Prepare Offer in Compromise Applications: Complete and submit applications for offers in compromise, including supporting documentation and financial statements |
| Negotiate Settlement Terms: Work with tax authorities to negotiate terms and conditions of an offer in compromise |
| Develop Compromise Strategies: Create strategies to maximize the likelihood of acceptance for offers in compromise |
| Address Rejections or Counteroffers: Respond to rejections or counteroffers from tax authorities with revised proposals or additional information |
| Communicate with Tax Authorities: Act as an intermediary between clients and tax authorities during the offer in compromise process |
| Review Financial Documentation: Ensure that all financial documentation provided in support of the offer is accurate and complete |
| Monitor Compromise Offer Status: Track the status of the offer in compromise and update clients on progress |
| Provide Guidance on Acceptance: Advise clients on steps to take if an offer in compromise is accepted or rejected |
| Document Compromise Negotiations: Maintain comprehensive records of all negotiations and communications related to the offer in compromise |
| Collection Representation |
| Analyse Collection Notices: Review notices and communications from tax authorities related to collection actions |
| Develop Collection Défense Strategies: Create strategies to defend against or mitigate collection actions, including liens, levies, and garnishments |
| Negotiate with Collection Agencies: Work with tax authorities or collection agencies to negotiate terms or settlements for tax liabilities |
| Prepare Collection Appeals: Draft and submit appeals to challenge or resolve collection actions |
| Address Collection Disputes: Handle disputes related to collection actions, including resolving errors or discrepancies |
| Represent Clients in Collection Proceedings: Represent clients in proceedings related to tax collections, such as hearings or meetings with tax authorities |
| Advise on Collection Prevention: Provide advice on measures to prevent or minimize future collection actions |
| Review and Revise Collection Plans: Monitor the effectiveness of collection plans and make adjustments as needed |
| Communicate Collection Resolutions: Keep clients informed about the status of collection actions and resolutions |
| Document Collection Actions: Maintain detailed records of all collection actions, negotiations, and outcomes |
Activities and Responsibilities for SayProCFR-39 SayPro Tax Services Office – Tax Controversy and Resolution Unit
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
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