We’re highly trained, exceptionally motivated, and somewhat obsessive – when it comes to preparing your tax returns, that is.
IRS LETTER? WHAT TO DO!
FREE SEMINAR! BRING QUESTIONS & FRIENDS
Frisco Public Library, Saturday Oct. 3, 10:30 a.m.
MAHMOUD SHOJAI, EA: A veteran tax professional with extensive experience preparing income tax returns as well as teaching a multitude of tax related courses, seminars and enrolled agent training classes. Mahmoud’s area of tax expertise includes: Investments, Real Estate, Charitable Giving, ITIN, Foreign Income, Retirement, Multi-State Income, Farming, Military, Clergy, Small Business, Tax Planning, Partnerships, Corporations, Estates and Trusts, IRS/State Notices, Audits and more. His hobbies include calligraphy, and roses. Contact: 903-814-6823 or email@example.com.
JULIE JOHNSON, EA: Julie Johnson is a true Texan. She was born and raised in the Dallas area, attended Texas Tech University (which she enthusiastically supports) and graduated with a degree in Economics. Julie currently lives in the Frisco area with her husband and their two children. She is an enrolled agent, and has been preparing income tax returns for 5 years. Julie’s area of tax expertise includes: Real Estate, Small Business, Multi-State Income, Investments, Retirement, Charitable Giving, Foreign Income, Farming, Military, and Clergy. She considers earning her clients trust to be one of her major professional accomplishments. “One of the many reasons I love preparing income tax returns is getting to revisit with my clients every year and see how their families have grown and changed. In some cases, I have prepared income tax returns for three generations of the same family,” she says. Contact: 972-839-4774 or firstname.lastname@example.org
THIS COULD BE YOU! LET US HELP!
“I got a letter from the IRS claiming I owe almost $15,000. What do I do now? I feel so helpless!” She tried to hold back tears, but her voice trembled with frustration.
“Please come in. I’ll do my best to help you.” He smiled warmly. “By the way, my name is Mahmoud Shojai.”
After reviewing the IRS letter, Mahmoud discovered the problem. She had exercised certain non-qualified stock options, but forgot to report it in her income tax return.
“This is the most common error we see,” Mahmoud said. “Most likely you’ve already paid the taxes on the transaction.”
“Really? You can fix this?” For the first time, she looked hopeful.
Mahmoud nodded. “All we need to do is to report the transaction on the proper IRS form. Let’s make a list of the information I need to prepare our response to the IRS. We’ll contact the IRS and request an extension, too.”
A week later when she picked up her paperwork, she was surprised—and relieved!—to find that not only she didn’t owe the IRS any money. She was due a refund in the amount of $15.00.
“I’ve had similar successful resolutions,” says Julie Johnson. “Although other situations may have different outcomes, no situation is as hopeless as a taxpayer may fear.”
Mahmoud agrees. “We have not seen this client since her scary summer experience, but now she knows that she has a TRUSTED FRIEND with us. And you can, too.”