📄 Extracted Text (252 words)
CBIZ MIIM, LLC
10474 SANTA MONICA BOULEVARD, SUITE 200
Los AN ELF 90025
PH
FAx 310.268.2001
September 18, 2013
Via Email
Mr. Jeffrey Epstein
Re: Barry Josephson
Dear Mr. Epstein:
We are Mr. Barry Josephson's CPA. Below is a summary of Mr. Josephson's upcoming
obligations that are required to be paid:
2012 Federal income tax due of approximately $225,000.
2011 California income tax due of approximately $14,000.
We also recommend Mr. Josephson to pay back his pension loan of approximately $101,000.
Total from above = $340,000.
Mr. Josephson's residence is currently listed for sale at $4,999,000. His mortgage debts total
$3,123,000.
Mr. Josephson does not have any other outstanding tax liabilities prior to 2012 except for the
2009 year with the Internal Revenue Service. However, he is currently on a payment plan with
the Internal Revenue Service for this year.
Mr. Josephson will separately discuss with you his incoming fee income.
Sincerely,
Amy Y. Chen
Senior Manager
Cc: Barry Josephson
As required by new U.S. Treasury rules, we inform you that, unless expressly stated otherwise,
any U.S. federal tax advice contained in this correspondence is not intended or written to be
used, and cannot be used, by any person for the purpose of avoiding any penalties that may be
imposed by the Internal Revenue Service.
SOUTHERN CALIFORNIA LOCATIONS
10474 SANTA MONICA BOULEVARD, SUITE 200 • Los ANGELES, CA 90025. FAX 310.268.2001
5060 CALIFORNIA AVENUE, Sun 800. BAKERSFIELD, CA 93309.EN FAX 661.325.7004
300 ESPLANADE DRIVE, SurrE 250. OXNARD, CA 93036.PH FAX 805.988.3220
EFTA01119987
ℹ️ Document Details
SHA-256
075aac7c04d5e4fefce406c0083b4125371213cbfc162c0cd3fcf0063ab4eff4
Bates Number
EFTA01119987
Dataset
DataSet-9
Document Type
document
Pages
1