Hey guys -
I am new to this forum. I did not see anything directly on topic, so I hope y’all won’t mind me posting a question. I received and accepted a CJO in the IC about 8 months ago. Cleared the poly last month, and references were contacted this month. Last Friday, I received an email about a few past tax matters, all of which were resolved years ago. I do not have any outstanding tax issues, and all returns have been filed. I am a self-employed lawyer, and did not do a perfect job of planning for tax obligations early on in my self-employed career.
I was informed this morning that suitability is likely to be denied because it appears from the IRS transcript for 2015 that I entered into an installment agreement in June of 2016, but did not strictly abide by the terms. I can’t dispute that being the case. Either way, the IRS transcript shows all amounts owed were paid off around early March 2017. For various reasons, I was not as focused on the tax responsibility as I should have been in 2016.
My question is this - have you all ever seen a suitability denial over a long since resolved tax issue? Do IC Agencies provide SORs with opportunities to appeal something like this?
Thank you for any insight.