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Enrolled Agent (EA) Needed – SBA Debt, Treasury Offset & IRS Review I am looking for a licensed Enrolled Agent (EA), CPA, or tax attorney to assist with reviewing my federal debt situation and communicating with the appropriate agencies on my behalf. Current situation: • SBA-related debt currently showing with Bureau of Fiscal Service and Office of Debt Recovery • Previous tax refund was offset through Treasury Offset Program • Additional IRS balance may exist • Several tax years still need to be filed Initial project scope: 1. Verify all balances and account statuses 2. Determine whether the debt can be recalled from Treasury collections, removed from Treasury Offset Program status, or otherwise restructured to avoid future refund offsets. 3. Review hardship, repayment plan, settlement, and any other available resolution options that can qualify the account for removal from Treasury Offset Program (TOP) status or prevent future tax refund offsets. 4. Provide written recommendations and timeline Requirements: • Must be a licensed EA, CPA, or tax attorney • Must have experience with Treasury Offset Program cases • Experience with SBA debt resolution preferred • Must be willing to work under Form 2848 (Power of Attorney) if representation is needed Please provide: • Your credentials • Relevant experience • Your offer • Estimated timeline for review I am looking for someone who can gather information, communicate with agencies, and guide the resolution process efficiently.
Project ID: 40488977
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7 freelancers are bidding on average $156 USD for this job

With nearly a decade of experience in accounting and tax, I have a granular understanding of the complexities involved with SBA debt resolution, IRS matters, and Treasury Offset Program cases. As a licensed Chartered Accountant and ACA qualified professional, I'm confident in my ability to navigate your situation with sharp precision. My track record in guiding businesses through compliance, financial planning, and dealing with debts has consistently yielded positive results. I've successfully helped startups and growing businesses manage their financial obligations while minimizing penalties. My proficiency in tax planning also positions me well to review your hardship situation, repayment options, and devise strategies that can potentially prevent future tax refund offsets. When you choose me for this project, you're not just getting the expertise of a seasoned professional; you're partnering with someone who genuinely cares about your financial wellbeing. I understand the stress that unresolved debts can cause, and it'll be my top priority to solve this issue promptly and efficiently for you. Given the opportunity, I guarantee to provide clear recommendations on how to best resolve your SBA-related debt status, IRS balance (if any), and the next steps forward - all within an estimated tight timeline.
$250 USD in 7 days
6.4
6.4

With over 15 years of experience as a finance and accounting expert, I believe I'm the ideal candidate to handle your SBA Debt and IRS Review. As an Enrolled Agent with a deep understanding of the inner workings of both the Treasury Offset Program and SBA debt resolutions, I can confidently verify all your balances and account statuses, determine recall possibilities from Treasury collections, and strategize on ways to avoid future tax refund offsets. My expertise doesn't end there. As an accomplished QuickBooks ProAdvisor, I bring reliability and accuracy to my work - crucial traits for such a complex project. With my project-based cost tracking experience in the construction industry, I assure you that even the most challenging aspects of your debt review will be handled proficiently. Furthermore, I am well-versed in setting up internal controls to prevent future issues and provide audit support when needed. With me as part of your team, you'll gain not just a financial consultant but also someone genuinely invested in bringing clarity to your numbers and peace of mind to your operations. Let's get started on making your finances work for you!
$140 USD in 7 days
4.7
4.7

i am a licensed enrolled agent with direct experience handling sba debt bureau of fiscal service treasury offset program cases and irs balance reviews including form 2848 representation to communicate with agencies on your behalf. i will verify all balances and account statuses then review hardship repayment plan settlement and recall options to provide written recommendations and a clear timeline for removing top status or preventing future refund offsets. typical timeline is 1 to 2 weeks for verification and strategy depending on how fast we get your transcripts and 2848 signed. if you share your credentials and tax years needed i can send a fixed offer and start immediately.
$140 USD in 2 days
3.8
3.8

Hi There, I can assist with reviewing your federal debt situation and developing a clear resolution strategy by analyzing available records, identifying outstanding balances, and outlining the available options for repayment, hardship relief, settlement, and compliance. I have experience working with complex financial records, tax-related documentation, and agency correspondence, ensuring that all relevant information is organized and reviewed thoroughly. I can help gather and analyze the required documentation, track communications, and provide a structured action plan with timelines and recommendations. I understand the importance of addressing Treasury Offset Program impacts, SBA-related debt obligations, and outstanding tax filing requirements in a systematic manner. Before proceeding, I recommend confirming that the selected professional holds an active EA, CPA, or tax attorney license and has direct experience with Treasury Offset Program and SBA debt resolution matters. Thanks & Regards Hafiz Muhammad Iqbal
$250 USD in 7 days
3.7
3.7

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.
$140 USD in 7 days
0.0
0.0

As a licensed Chartered Accountant with nearly a decade of experience in the accounting, finance, and taxation fields, I am confident in my ability to navigate complex financial situations and deliver optimal resolutions. I have worked extensively with SBA debt resolution and possess intimate knowledge of the Treasury Offset Program. In terms of your specific requirements, I regularly handle cases under Form 2848 (Power of Attorney) for representation and communication with various agencies. My strength lies in my ability to gather crucial information, communicate effectively on my clients' behalf, and guide the resolution process efficiently. When you hire me, you gain the benefit of my expertise as well as utmost dedication. I approach every project with meticulousness, ensuring that all balances are verified accurately and all available options for resolution are carefully reviewed before providing written recommendations. Moreover, my commitment to delivering results within promised timelines is unwavering. Allow me to use my skills and extensive experience to help you achieve your financial goals efficiently and effectively. Let's get started!
$140 USD in 7 days
0.0
0.0

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