Jay Page received a Notice CP**** (for ****) from the IRS. On it there are several tra...

GetHuman1160730's customer service issue with National Financial Services LLC from September 2018

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The issue in GetHuman1160730's own words
Jay Page received a Notice CP**** (for ****) from the IRS. On it there are several transactions reporting sale of securities by National Financial Services, LLC. Mr. Page does not know who National Financial Services LLC is and he says he does not have an account with Wells Fargo Advisors. He has no idea what this is about. He has a "proposed" tax assessment of several thousand dollars. He doesn't know what to do. Would you please send him a copy of the **** that was issued, or some information as to an account he is not aware of. The last * digits of his SSN are **** and he lives on Rex Cruse Dr. in Sherman, Texas. I am his CPA. My name is Peter G. Kloppers, phone ****-***-****. Thanks for your help.

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National Financial Services LLC

Customer service issue
Reported by GetHuman1160730
Sep 18th, 2018 - 2 years ago
Not resolved
Seen by 5 customers so far
Similar issue to 167 others
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Timeline

GetHuman1160730 started working on this issue
Sep 18th, 2018 3:49pm

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