[WSBAPT] Final 1040 refund

Thu Aug 15 09:54:26 PDT 2024

Great - thank you!!

I will forward this idea to my client.

Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203 

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>

> On Aug 15, 2024, at 9:49 AM, Julie Martiniello <julie at dimensionlaw.com> wrote:
> 
>  I had a client where it took two years during all the covid mess, and he finally went to Patty Murray and magically a month or so later we got the refund. So I second Brent's advice. 
> 
> On Thu, Aug 15, 2024 at 9:47 AM Brent Williams-Ruth <brent at williams-ruthlaw.com <mailto:brent at williams-ruthlaw.com>> wrote:
>> I had this with my own mother's estate. I got tired of trying to play the IRS waiting game, so I called Senator Murray's office. They are now the ones working with the IRS to get it over the finish line. I strongly recommend using one of our very senior members of our federal delegation whenever needing help with a federal agency. 
>> 
>> Best of luck!
>> Brent Williams-Ruth (pronouns: he/him)
>> Attorney-At-Law
>> 
>> Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC
>> 
>> Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003
>> 
>> Mailing Address: PO BOX 3319; Federal Way, WA 98063 
>> 
>> Office/Scheduling Phone: (253) 285-7751
>> 
>> For All Meetings & Scheduling: info at williams-ruthlaw.com <mailto:info at williams-ruthlaw.com>
>> 
>> e-mail <mailto:Brent at Williams-RuthLaw.com> / website <http://www.williams-ruthlaw.com/> / facebook <http://www.facebook.com/bwrlaw> / 
>> 
>> 
>> 
>> On Thu, Aug 15, 2024 at 9:42 AM Amy Goertz <amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com>> wrote:
>>> Good Morning -
>>> 
>>> My client filed the decedent’s final 1040 and a refund is due of approximately $1700.
>>> 
>>> The estate has been held open waiting for payment/confirmation from the IRS but she has not heard anything for several months.
>>> 
>>> She went online to check the status but no status is available.
>>> 
>>> She tried calling but while on hold for several minutes, the call was disconnected.
>>> 
>>> Does anyone have a phone number or way of getting information about a pending refund or return?
>>> 
>>> Amy
>>> 
>>> Amy J. Goertz, J.D.
>>> Goertz & Lambrecht PLLC
>>> amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 
>>> 
>>> 1.888.926.2607 phone
>>> 1.877.684.1627 fax
>>> 
>>> Address for correspondence:
>>> 2829 S. Grand Blvd., Suite 303
>>> Spokane, WA 99203 
>>> 
>>> Additional office locations:
>>> 510 Bell Street
>>> Edmonds, WA 98020
>>> 
>>> Goertz & Lambrecht PLLC
>>> www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
>>> 
>>> 
>>> 
>>> 
>>> 
>>> 
>>> 
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> 
> 
> --
> 
> Respectfully,
>  
> Julie Martiniello, Partner
> Dimension Law Group, PLLC
> Office:  206-973-3500│Fax:  206-577-5090
> Email: julie at dimensionlaw.com <mailto:synthia at dimensionlaw.com>
> www.dimensionlaw.com <http://www.dimensionlaw.com/>
> 
> 631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188
> 
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