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TESTIMONIALS: IRS Examinations


Read some below from our very grateful clients who are thrilled we saved them before the IRS juggernaut.
-----Original Message-----
From: Bxxx Nyyyy [mailto:byyyyy@yahoo.com]
Sent: Wednesday, August 28, 2002 5:31 PM
To: Robert A. Green CPA
Subject: Thank you
Dear Bob,
Finally it's over. I would like to express my most grateful thanks to you. His insight of the IRS law and your work have saved my family.
From now on, you can count me as one of your loyal customers.
Bxxx Nyyyy

-----Original Message-----
From: Jxxxx Syyyyy [mailto:jxxxxx@ec.rr.com]
Sent: Tuesday, January 15, 2002 11:44 AM
To: Robert A. Green CPA
Bob,
I want to thank you for the excellent job you did on my income tax audit for the year ending Dec 99.
That was a complicated year for me since I had declared trader tax status in my 1998 filing, so the auditor would be questioning how I qualified according to the applicable, complicated set of rules. I also had significant medical deductions in that time period and they were used to offset an IRA withdrawal. When I first received notice of the audit, I was very upset since I had undergone a total audit just 2 years ago. When I started preparing for it, I felt quite overwhelmed on how to handle the trader portion. I knew that I could be charged with additional taxes and penalties, not only if I were incorrect, but also if I couldn't totally defend my deductions because I didn't have the knowledge of the trading rules. So, even though your office handled my taxes that year and I was convinced that they were a correct representation of my income and deductions, I knew that I could still end up paying taxes if I didn't have the capability of explaining the tax status and the deductions correctly. When I decided to turn over the audit to you, I felt such a breath of relief. Your office handled it efficiently and you minimized the work that I was responsible for. By having such an in-depth knowledge of the tax code as it relates to trading, you were able to deal with the auditor and confirm that I both met the qualifications for trader status and filed correctly. I just received notice of "no change", meaning that the audit is over and I owe nothing additional. Thank you for your work on my behalf.
Jxxxxxx

-----Original Message-----
From: Kxxx Ayyy [mailto:kxxx@caldera.com]
Sent: Thursday, January 17, 2002 11:00 AM
To: Robert A. Green CPA
You have completed my tax returns for 1999 & 2000. With their tax
strategy, I could adjust my 2000 losses against my 1999 gains. I had an
audit on my 2000 return for MTM qualification which you successfully
closed. The services are very professional with prompt follow up and
availability. After assigning your return, you could take off your
tax headache.
Thanks
Kxxxx



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