OIC client follow up letter

[Catherine]

Good morning, all.

Client for whom I filed a successful OIC a couple years ago called. He got certified letters from the IRS covering the two years we OIC'd stating "Intent to Levy" with the back tax amount, but under "Amount Owed" there is just an asterisk.

Is this just a follow-up "keep up the terms of your OIC or you are _so_ screwed" letter? Or do I need to drop everything, cancel all today's appointments, and jump into representation mode (which is largely why I don't do representation anymore -- you really need a whole back office dedicated to support).

TIA,

Catherine

[kcjenkins]

It may well be "just a follow-up "keep up the terms of your OIC or you are _so_ screwed" letter", but it does deserve a prompt follow up to find out what that asterisk represents. I'm assuming here that the client IS keeping up the terms of the OIC. I doubt you need to cancel everything, if, in fact, the client is keeping up the terms of the OIC. Monday should be fast enough, unless you think the client might stroke out over it.

[Catherine]

Client will wait 'til Monday, if need be. We have a call in to the OIC officer. Yes, client is indeed keeping up with the terms of the OIC. Although the IRS doesn't seem to be bothering to keep up *its* end. One requirement was for a FICA -- and it sat on the officer's desk for over a month and she had not even bothered to log in its' receipt; while he was waiting and waiting and waiting for his 2013 refund. He's still waiting for that, and praying his ex doesn't haul him to court for late payments in the meantime.