Enrolled Agent Deb Swanson, preparers CAF 0302-57161R
PO Box 748
Breckenridge, CO 80424
970-453-9444
I am writing to file a complaint against Alpine Accounting Services, Enrolled Agent, Deb Swanson who was acting as my Enrolled Agent.
Background; August 2017 I hired Alpine Accounting Services; Representative Deb Swanson to assist me with in completing a Offer in Compromise with the IRS. Tax years 2010-2015. Power of Attorney was signed over to Alpine Accounting Services, Deb Swanson to represent me, when we met, I had provided all of my financial statements including all banking statements, previously filed IRS tax forms of which Alpine Accounting represented me for tax filings 2016, they therefore had my marital status, income status, financial forms, bank statements as well as bank account information.
Ms Swanson submitted the OIC tax period 2010-2015 OIC form stamped August 31, 2017 received.
On September 7, 2017 the OIC was assigned to Ms Rhonda Richmond, Team Manager, Richmond office at which point the OIC was returned back to Ms .Swanson due to missing information.
See attached documents, exhibit form 656 Marked returned. The form clearly states that the power of attorney was missing. I did not receive this documentation because Ms Swanson had listed my old address and had not updated the IRS with my current contact information.
I contacted Ms Swanson of Alpine Accounting 56 times, between January and March requiring status updates.
At which point I was instructed from her office assistant to stop bothering them that they were busy.
In February 2018 I took it upon myself to contact the IRS agent Ms Beals who informed me that they were missing the Power of Attorney form, bank statements from Capital One Bank and Trust missing bank statements from ENT Federal Credit Union, Ms Beals questioned a trust, previous marriage, as well as property owned by me. I swiftly contacted the financial instructions, State Department, Social Security Administration, as well as forwarded a death certificate; my mother Collette S. Russell had previously passed away and it seemed that I was being confused with her.
I informed the IRS agent that I have no funds, the previous list of bank accounts were closed, I had not been married, I owned no real estate property or any property and that I was not a beneficiary to a trust. I immediately contacted Alpine Accounting and received their voice mail and left a message about my conversation with the IRS. Alpine Accounting sent me a scathing email insinuating that I compromised my case?!...( It was Alpine Accounting that did not file the necessary POA documents, nor did they provide the IRS with my financial and personal documents from all institutions.
I immediately contacted Capital One Bank and Trust requesting a letter stating the account was closed for 5 years and then I had no funds or assets in the account. I also contacted ENT Federal Credit Union requesting that I have no funds in the account had been closed also for 4 years. I also contacted the local and state agencies to show that I have no previous properties in my name. I also contacted the Social Security department and received documentation showing I was not going by any additional names. I contacted the trust agency that have been set up for me that showed I had no monies in any trust account and received documentation, The Bank letters were faxed directly to Ms Swanson, in addition I provided Narrative both verbally and in writing to Ms Swanson. This information was all faxed directly to Alpine accounting within 72 hours.
On March 1st, I received a note from the office manager Carley Win advising me that the power of attorney was not filed with the appropriate unit so they had to re-file.
March 5 Alpine accounting reached out to me to let me know that they spoke with the IRS representative assigned to the case and this was supposedly the first communication received since the earlier correspondence from the IRS. That is in fact untrue. The IRS sent a letter in September 2017 requesting additional information. ( I have requested from the IRS Official Transcripts. I am working with the Supervisor Rhonda Richmond.
Per my conversation with Ms Richmond, IRS Document show that they called Deb Swanson, acting as the Power of Attorney on March 2, the representative received a voicemail message, Ms Beals called again on March 14, on March 15.
On March 20 the IRS requested Capital One Capital Trust banking information, Ms Beals said the IRS never received documentation, Ms Beals called Alpine Accounting and left a voicemail message again requesting documentation I contacted the IRS on March 23 spoke with Ms Beals, who informed me that no information has been reported by Alpine accounting or March 23, the IRS Informed Alpine Accounting that they have until March 30 to provide the documentation and left voicemail message to this effect.
Unbeknownst to me March 30 my 0IC was closed. This was due to The lack of response to the IRS’s numerous request from Alpine Accounting. Gross negligence, misconduct,
I am finally a formal complaint as well as a lawsuit in the District Court of Breckenridge Colorado due to excessive padding of invoices see invoice number 4040 dated March 5, 2018, Ms Swanson’s gross negligence and handling my OIC, erroneous billing, gross incompetence and I’m looking for their standing as an enrolled agent to be suspended.
On March 29 they receive documentation from Alpine Accounting requesting additional $1000 retainer, verbatim also included in attached email “Deb spoke with the IRS last week at this point we cannot do anything until we receive the notice from the IRS stating we have 30 days to get the information they need.”
This information was grossly incorrect, and cost me my offer and compromise being accepting. I am suing up on Accounting for the $90,000 IRS debt, attorney fees are $5600, accounting fees of $4600.
Alpine Accounting Services Reviews
Alpine Accounting Services
Enrolled Agent Deb Swanson, preparers CAF 0302-57161R
PO Box 748
Breckenridge, CO 80424
970-453-9444
I am writing to file a complaint against Alpine Accounting Services, Enrolled Agent, Deb Swanson who was acting as my Enrolled Agent.
Background; August 2017 I hired Alpine Accounting Services; Representative Deb Swanson to assist me with in completing a Offer in Compromise with the IRS. Tax years 2010-2015. Power of Attorney was signed over to Alpine Accounting Services, Deb Swanson to represent me, when we met, I had provided all of my financial statements including all banking statements, previously filed IRS tax forms of which Alpine Accounting represented me for tax filings 2016, they therefore had my marital status, income status, financial forms, bank statements as well as bank account information.
Ms Swanson submitted the OIC tax period 2010-2015 OIC form stamped August 31, 2017 received.
On September 7, 2017 the OIC was assigned to Ms Rhonda Richmond, Team Manager, Richmond office at which point the OIC was returned back to Ms .Swanson due to missing information.
See attached documents, exhibit form 656 Marked returned. The form clearly states that the power of attorney was missing. I did not receive this documentation because Ms Swanson had listed my old address and had not updated the IRS with my current contact information.
I contacted Ms Swanson of Alpine Accounting 56 times, between January and March requiring status updates.
At which point I was instructed from her office assistant to stop bothering them that they were busy.
In February 2018 I took it upon myself to contact the IRS agent Ms Beals who informed me that they were missing the Power of Attorney form, bank statements from Capital One Bank and Trust missing bank statements from ENT Federal Credit Union, Ms Beals questioned a trust, previous marriage, as well as property owned by me. I swiftly contacted the financial instructions, State Department, Social Security Administration, as well as forwarded a death certificate; my mother Collette S. Russell had previously passed away and it seemed that I was being confused with her.
I informed the IRS agent that I have no funds, the previous list of bank accounts were closed, I had not been married, I owned no real estate property or any property and that I was not a beneficiary to a trust. I immediately contacted Alpine Accounting and received their voice mail and left a message about my conversation with the IRS. Alpine Accounting sent me a scathing email insinuating that I compromised my case?!...( It was Alpine Accounting that did not file the necessary POA documents, nor did they provide the IRS with my financial and personal documents from all institutions.
I immediately contacted Capital One Bank and Trust requesting a letter stating the account was closed for 5 years and then I had no funds or assets in the account. I also contacted ENT Federal Credit Union requesting that I have no funds in the account had been closed also for 4 years. I also contacted the local and state agencies to show that I have no previous properties in my name. I also contacted the Social Security department and received documentation showing I was not going by any additional names. I contacted the trust agency that have been set up for me that showed I had no monies in any trust account and received documentation, The Bank letters were faxed directly to Ms Swanson, in addition I provided Narrative both verbally and in writing to Ms Swanson. This information was all faxed directly to Alpine accounting within 72 hours.
On March 1st, I received a note from the office manager Carley Win advising me that the power of attorney was not filed with the appropriate unit so they had to re-file.
March 5 Alpine accounting reached out to me to let me know that they spoke with the IRS representative assigned to the case and this was supposedly the first communication received since the earlier correspondence from the IRS. That is in fact untrue. The IRS sent a letter in September 2017 requesting additional information. ( I have requested from the IRS Official Transcripts. I am working with the Supervisor Rhonda Richmond.
Per my conversation with Ms Richmond, IRS Document show that they called Deb Swanson, acting as the Power of Attorney on March 2, the representative received a voicemail message, Ms Beals called again on March 14, on March 15.
On March 20 the IRS requested Capital One Capital Trust banking information, Ms Beals said the IRS never received documentation, Ms Beals called Alpine Accounting and left a voicemail message again requesting documentation I contacted the IRS on March 23 spoke with Ms Beals, who informed me that no information has been reported by Alpine accounting or March 23, the IRS Informed Alpine Accounting that they have until March 30 to provide the documentation and left voicemail message to this effect.
Unbeknownst to me March 30 my 0IC was closed. This was due to The lack of response to the IRS’s numerous request from Alpine Accounting. Gross negligence, misconduct,
I am finally a formal complaint as well as a lawsuit in the District Court of Breckenridge Colorado due to excessive padding of invoices see invoice number 4040 dated March 5, 2018, Ms Swanson’s gross negligence and handling my OIC, erroneous billing, gross incompetence and I’m looking for their standing as an enrolled agent to be suspended.
On March 29 they receive documentation from Alpine Accounting requesting additional $1000 retainer, verbatim also included in attached email “Deb spoke with the IRS last week at this point we cannot do anything until we receive the notice from the IRS stating we have 30 days to get the information they need.”
This information was grossly incorrect, and cost me my offer and compromise being accepting. I am suing up on Accounting for the $90,000 IRS debt, attorney fees are $5600, accounting fees of $4600.