Ask a Question

Get free answers to your legal questions from lawyers in your area.

Lawyers, increase your visibility by answering questions and getting points. Answer Questions
Questions Answered by Carli Jo Aelker
1 Answer | Asked in Tax Law for New York on
Q: I am taking my previous tax attorney to small claims court for what I think is excessive billing with no results on a

tax issue: Failure to return calls in a timely manner, making a mistake and billing to remedy it, failure to properly inform IRS of POA for my parents (This is their issue, not mine), and the inability to properly access the account to keep me informed.

Is there anything I should know? In... View More

Carli Jo Aelker
Carli Jo Aelker
answered on Feb 11, 2025

Hi!

Few things, if you requested access to the case file and had authorization, being your parents’ issue not yours, then an attorney must provide access.

When it comes to submitting POAs to the IRS I would confirm whether the issue was on the attorney’s end or the IRS’....
View More

2 Answers | Asked in Tax Law for New York on
Q: I haven't filed taxes in several years. Should I file 2024 or will I first have to go back and file past years?

I didn't file federal and NY State for several years due to cancer treatment. I'm now cancer-free and wondering should I file 2024 and wait for a response, do I need to file all previous years before anything, or if I should do something else? Thank you!

Carli Jo Aelker
Carli Jo Aelker
answered on Feb 11, 2025

If you possess a filing requirement then you will need to file your back taxes. This will depend on income earned and filing status (single, married filing joint, etc). If you are unsure of the income earned for your missing tax periods you can request a wage and income transcript from the irs.... View More

View More Answers

1 Answer | Asked in Tax Law for New York on
Q: Can an attorney for billing for time on hold with the IRS only to request a call back?

He billed $500 and just left a message. I am thinking of suing him.

Carli Jo Aelker
Carli Jo Aelker
answered on Feb 10, 2025

An Attorney can bill for their hold time if it is considered a part of their working time.

Within my firm, we often call the IRS and experience very long hold times even when using the particular practitioner line. We bill for the hold time unless we are disconnected during that hold and...
View More

1 Answer | Asked in Real Estate Law and Tax Law for Illinois on
Q: I found my dad's estate house after years it's under tjomas phebus and marylou phebus my grandma. Fraud going on

Soneone is paying 5.000 a yr they're signing marylou phebus she is deceased

Carli Jo Aelker
Carli Jo Aelker
answered on Dec 23, 2022

sounds like you should retain an attorney privately, since there could be some serious criminal activity going on

1 Answer | Asked in Tax Law for Rhode Island on
Q: Are there any lawyers here that support or represent a retail cigar shop business that pays Tobacco excise taxes?

this would be for the State Of Rhode Island

Carli Jo Aelker
Carli Jo Aelker
answered on Dec 14, 2022

Hi. Unfortunately this is not a site to retain legal representation. Please reach out to an attorney privately.

1 Answer | Asked in Tax Law for California on
Q: who does the Franchise Tax Board answer to for the state of California?

The IRS offers The Taxpayer Advocate Office to assist in personal Federal tax cases. Is there additional assistance for individuals with the Franchise Tax Board for the State of California?

Carli Jo Aelker
Carli Jo Aelker
answered on Dec 13, 2022

CA FTB has taxpayer advocate services - see the link below

https://www.ftb.ca.gov/help/disagree-or-resolve-an-issue/taxpayer-advocate-services.html

1 Answer | Asked in Tax Law for South Carolina on
Q: Who can pay delinquent taxes
Carli Jo Aelker
Carli Jo Aelker
answered on Dec 7, 2022

anyone who owes delinquent taxes is recommended to pay them off in a timely manner - you may want to reword your question to include more context.

1 Answer | Asked in Intellectual Property, Real Estate Law and Tax Law for California on
Q: I just want to know why caretaker cousin who put my both parents are deseced put property in caretaker cousin name
Carli Jo Aelker
Carli Jo Aelker
answered on Dec 7, 2022

Hi, you may want to reword your question. If you are asking why your deceased parents put property in someone's name, no one can really answer that. Since they are deceased we are unable to tell what their intent was. They may have just wanted the individual to inherit the property when they passed.

1 Answer | Asked in Tax Law for Ohio on
Q: How long can the irs withhold a tax return legally? I have been trying to contact them for over a year now...

I have been trying to contact them to resolve an issue to get my tax return back and can't get ahold of anyone from the irs when is it illegal to not get your tax return when it isn't on me to get them to pick up their phone?

Carli Jo Aelker
Carli Jo Aelker
answered on Dec 5, 2022

Hi. You might want to reword your question. It does not quite make sense when you say the IRS is withholding a tax return. Are you saying you requested a tax return transcript and they haven't provided it? Are you asking how long it is taking them to process a tax return? Are you asking how... View More

1 Answer | Asked in Tax Law for Texas on
Q: Is there a way I can check on my business tax return from last year?

The person who was in charge of doing our taxes last year quit and I can't seem to find out whether if they filed for 2021 or not. Is there a way to check if my business filed taxes for 2021?

Carli Jo Aelker
Carli Jo Aelker
answered on Dec 1, 2022

You can go onto your IRS portal and pull the account transcript for the business. This will tell you if a return is on file. If you are unable to do it that way, you can call the IRS directly. Just be prepared for long wait times.

The easiest way is contacting the firm you worked with or...
View More

1 Answer | Asked in Tax Law for California on
Q: Possible for somebody to file power of attorney over all my assets without my authorization or even without me even know

Some one filed power of attorney over all my assets and I didn't know anything about it and I don't even know who did it that's how they began my identity theft

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 28, 2022

Generally speaking you must give authorization, usually through signature, for someone to file a POA on your behalf. For example, the IRS POA forms require the taxpayer sign each form giving authorization.

2 Answers | Asked in Civil Litigation and Landlord - Tenant for Texas on
Q: I'm staying in a weekly room and I currently got overcharged on a pandemic crisis $800 for one week when they only charg

When they are in charge 400 a week on the neighbors said telling me that they have brought me I'm so I'm trying to think should I make them serve me court papers and say cuz they're still trying to charge me

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 14, 2022

Hi! I am trying to understand you question. Are you asking if they can up the pricing? If so the answer is yes. If you are asking if they are allowed to double charge you for one week when it was only supposed to be $400? My guess is it was incidental and can probably be address with customer... View More

View More Answers

2 Answers | Asked in Tax Law for Georgia on
Q: Recently divorced and owe back taxes. I earn small wage but ex makes 10x my salary.

We filed jointly, I’m afraid I’ll lose my house. I can’t see details of any agreements/payments made to IRS on IRS.gov… what are my options ?

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 14, 2022

You should have the IRS mirror your account. This will still hold you jointly liable however your account will be view as individual rather than with your ex spouse. Then you can get into a payment plan based off what you can afford.

View More Answers

2 Answers | Asked in Contracts, Copyright, Tax Law and Business Formation for Texas on
Q: I need a trademark lawyer
Carli Jo Aelker
Carli Jo Aelker
answered on Nov 12, 2022

Hi! Unfortunately this is not the place to retain an attorney, it is a forum for legal questions. You should reach out to a trademark attorney privately.

View More Answers

1 Answer | Asked in Tax Law for California on
Q: Hello, I am looking for a tax attorney in the Los Angeles, Riverside, Orange, or San Bernardino counties. Thanks,

It is for a tax preparer.

Thank you,

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 11, 2022

Hi! This forum is to ask questions regarding law not retaining counsel. I'd suggest researching tax firms and reach out to someone privately.

1 Answer | Asked in Tax Law for California on
Q: How to stop tax penalty and get the abatement for the tax liability?

I have $1.802 mil tax liability from my short term tax gain in 2020. I am tax illiterate so I rely solely on my CPA to advise me what should be done. From my CPA’s neglect on my case, I am being charged penalty + interest at $60+ k a month. I have been trying to sell my apartment valued at... View More

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 11, 2022

Unfortunately penalties and interest will continue to incur until the tax debt is paid in full; it is typically just reduced by the % amount. It might be worth engaging a professional to draft a penalty abatement request on your behalf, as these things do usually require some negotiations with the... View More

2 Answers | Asked in Tax Law and Identity Theft for Arizona on
Q: Iwas in prison from 5/2011 thru 8/2015. got out went to work. filed taxes. had a refund of $1,300.00.IRS KEPT REFUND

Said i owed another $4,000 i believe. IRS said i had a fraudulent claim for tax year 2011. Told me i was responsible. Ididnt file a tax return in 2011, i was in prison. Idid what was asked of me in 2016 to prove i was in prison and had a meeting with an official and brought him everything i wss... View More

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 8, 2022

This issue can get a little complex. To start off if the IRS is saying you owe taxes, you file a return, and a due a refund, they will keep the refund. If you are a victim of identity theft you need to call the IRS identity theft department directly at 800-908-4490 to resolve the issue. It might... View More

View More Answers

1 Answer | Asked in Employment Law and Tax Law for Minnesota on
Q: Do I need a lawyer if it owe unemployment money

I didn't really understand unemployment when on it. Confused still. Now I could owe a ton of money

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 7, 2022

Hi! You may need to reword your question. Do you owe unemployment taxes? Did you take out unemployment and now owe money back for over payment? There are a few ways to interpret what you are saying.

1 Answer | Asked in Family Law, Tax Law, Civil Rights and Federal Crimes for Indiana on
Q: What's first step to prove that someone has power of attorney over me

I'm in fear for my life

Carli Jo Aelker
Carli Jo Aelker
answered on Nov 7, 2022

If you are wondering about the IRS, you can look online for third party authorizations on your IRS online portal or you can call and directly speak to a rep. via 1-800-829-1040.

1 Answer | Asked in Contracts, Tax Law and Appeals / Appellate Law for Oklahoma on
Q: Have claimed winnings and I have to reclaim and if I want and get the information to transfer my to the bank account and
Carli Jo Aelker
Carli Jo Aelker
answered on Nov 1, 2022

Hi! You might be able to get a clear answer if you reword your question. The way it is laid out is a little confusing to understand.

Justia Ask A Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask A Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between Justia and you, or between any attorney who receives your information or responds to your questions and you, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask A Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises, or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.