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I need a licensed Enrolled Agent to step in as my representative with both the IRS and the Treasury Offset Program. My defaulted SBA loan has already made its way to Treasury collections, my last refund was seized, and I still have three unfiled tax years. Before I file anything else, I want clarity and a solid plan. Here’s what I want you to accomplish once I sign Form 2848: • Verify the exact balances on my SBA loan and any IRS assessments through e-Services or other practitioner tools. • Confirm whether my next refund is slated for interception. • Lay out hardship, settlement, or repayment options that could stop future offsets and bring the account back into compliance. • Advise me on the best filing strategy for those three overdue returns, including timing and any protective steps we should take. Please reply with your EA credential number, a brief note on past SBA–Treasury Offset cases you have resolved, and your consultation fee. If you have CAF authority ready to go, even better. Thanks for considering the engagement.
Project ID: 40307559
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9 freelancers are bidding on average $138 USD for this job

My name is Nitin and I am an Enrolled Agent, Certified Chartered Accountant (CA), and an ACA-qualified professional with 9 years of extensive experience in my arsenal. I have spent countless hours specializing in SBA collections, IRS assessment, and Treasury Offset cases - just like the situation you're facing. My familiarity with e-services and other practitioner tools enable me to effectively verify balances and conduct comprehensive examinations with unparalleled precision. In addition to my solid expertise, my commitment to providing tailored solutions perfectly aligns with your unique needs. I understand the stress that unfiled tax years and defaulted loans bring, which is why I will work around the clock to help you comprehend the situation better and establish a strategic plan to get your accounts back into good standing.
$250 USD in 7 days
6.2
6.2

Hello, I am Mohmed, with over 8 years of experience in Accounting, Tax Law, and Tax Accounting. I have carefully reviewed your requirements for an Enrolled Agent to assist with SBA Collections and IRS matters. To address your needs, I will start by verifying the balances on your SBA loan and IRS assessments, checking for any upcoming refund interceptions. I will then propose hardship, settlement, or repayment options to prevent future offsets and restore compliance. Additionally, I will advise on the best strategy for filing the overdue returns, ensuring timely and protective measures are in place. I am eager to discuss this project further with you. Please initiate a chat so we can delve into the details. Best regards, Mohmed
$120 USD in 7 days
5.7
5.7

As an accomplished Enrolled Agent, my passion lies in using my accounting and finance expertise to assist clients like yourself in resolving complex tax matters. Your predicament with defaulted SBA loan, IRS balances, Treasury collections and the concern of pending tax refunds being intercepted, can be particularly daunting. Nevertheless, I am confident that I can unravel the intricacies to provide you with clarity and a solid plan moving forward. My familiarity with e-Services and other practitioner tools will allow me to efficiently verify the exact balances on your SBA loan, confirm any IRS assessments and identify if future refunds are slated for interception. Most importantly, I can provide you detailed guidance on a myriad of hardship, settlement or repayment options that could potentially nullify offsets and bring your account back into compliance. Expertise-wise, my previous resolution of SBA-Treasury Offset cases showcases my ability to navigate these intricate systems effectively. Moreover, my strong grasp of tax law allows me to provide valuable advice on the best filing strategy for your overdue returns while ensuring adherence to crucial timings and taking protective measures. So let's get started! My services and consultation fee can be tailored to meet your specific needs and budget. Let's bring this project across the finish line together!
$140 USD in 1 day
5.4
5.4

Hi, I am a licensed Enrolled Agent with over 7 years of experience managing complex tax situations, including cases involving SBA loans and Treasury Offset Program interventions. My approach will involve meticulously verifying your loan balances and IRS assessments using reliable practitioner tools, while also gauging potential refund interferences. I will draft a clear and precise plan outlining hardship, settlement, or repayment options tailored to your needs, ensuring that your account regains compliance without risk of future offsets. I pride myself on strong attention to detail and maintaining transparent communication throughout the process. Rest assured, I will adhere to proper protocols and meet the agreed-upon deadlines. My EA credential number is [Your EA number], and I have successfully navigated similar SBA-Treasury Offset cases by developing strategic filing plans for overdue returns. My consultation fee is [Your fee]. I also possess CAF authority and am ready to assist you immediately. Thank you for considering my proposal. Best regards, [Your Name]
$140 USD in 7 days
5.1
5.1

Hello, I am a licensed Enrolled Agent with extensive experience in resolving cases involving the IRS and the Treasury Offset Program. I understand the urgency of your situation with the defaulted SBA loan and unfiled tax years. Upon signing Form 2848, I will promptly verify balances, assess potential refund interceptions, explore hardship options, and provide a strategic plan for filing overdue returns to bring your accounts back into compliance. I look forward to leveraging my expertise to assist you in this matter. Thank you for the opportunity to be considered for this engagement. Regards, CA. Swati Jain, CPA | Indian CA & CS
$90 USD in 1 day
4.4
4.4

As an Enrolled Agent with an extensive background in accounting, finance, and tax compliance, I'm uniquely equipped to tackle your complex IRS and SBA Collections case. With my AI-powered financial services platform, I can quickly access e-Services and other practitioner tools to verify precise balances on your SBA loan and any IRS assessments. Furthermore, my deep-rooted experience with Treasury Offset cases allows me to provide informed guidance on possible hardship, settlement or repayment options that could potentially stop future offsets. Not only will I advise you on the best filing strategies for your overdue returns with the appropriate timing and protective steps needed, but I'll also ensure you are fully aware of the implications of each move we make. My platform allows me to provide clear and real-time financial insights – a facet that is critical in your situation. By engaging my services, you’re not only employing an Enrolled Agent who understands the inner workings of the system but also adopting a robust automation tool that will revolutionize how you manage your finances going forward. We’ll eliminate manual work, reduce errors, ensure compliance, and deliver important financial clarity as well as complete visibility into your overall financial performance. Let's get started on reclaiming control over your financial health today!
$140 USD in 7 days
2.9
2.9

Hi there, I am A.R.M. MASUD, with a strong data science background. I propose to conduct an econometric analysis aimed at Econometrics, Finance, Accounting Analysis "examining the impact of education on income levels using cross-sectional data. This project will involve data cleaning and preparation, Model specification and estimation using appropriate Econometrics, Finance, and accounting techniques (such as OLS, panel data, probit/logit, or time series methods). Provide visualizations (regression plots, residual plots) and interpret results with diagnostic testing to ensure robustness. The analysis will be performed using statistical software such a SPSS, STATA, R, or Python, and findings will be summarized in a clear, concise report with actionable insights or policy recommendations. The project will be completed within your timeframe and will include all relevant datasets, code, and documentation. https://www.freelancer.com.bd/projects/excel/Finance-Excel-Sheet-Population/reviews https://www.freelancer.com.bd/projects/python/Python-Financial-Modeling-Aid-39392137 Don't hesitate to get in touch with us for any further clarifications or modifications to the proposal. Thanks A.R.M MASUD
$60 USD in 3 days
2.0
2.0

Hi there, I am a Data Scientist, a professional responsible for providing comprehensive finance and accounting services tailored to meet your organization's operational and strategic needs. My approach combines industry best practices with a deep understanding of financial regulations and performance management to deliver accurate, timely, and transparent financial reporting. I offer end-to-end solutions, including accounts payable and receivable management, general ledger maintenance, budgeting and forecasting, payroll processing, tax compliance, and financial analysis. Leveraging a skilled team and modern financial tools, my aim to improve efficiency, ensure compliance, and support data-driven decision-making, all while reducing operational costs and risks. Also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev
$50 USD in 3 days
0.0
0.0

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