Success Stories

Trust Fund Penalty

A client who was an officer of a corporation was personally assessed for withholding taxes that the corporation failed to pay. My client was concerned that if he was held liable for the unpaid taxes that it would affect his credit, which in turn would cause him to lose his new job. I appealed the assessment and vigorously defended his position that he was not a responsible party. I was successful in getting the taxing agency to reverse its determination. My client was not held liable for the unpaid taxes.

High Income Non-Filers

A client who had not filed taxes in nearly 10 years retained me to assist him in getting compliant with the IRS. His major concern was going to jail and being seen as a tax protestor. I developed a strategy in which he was able to quickly prepare his tax returns, file them, and work out a payment arrangement. My goal was to be proactive as opposed to reactive in the event that IRS elected to criminally prosecute him. In the end, the client was not referred for criminal prosecution.

Disallowed Business Expenses

My client, a prominent businessman, was audited by the IRS for several years. At the conclusion of the audit, IRS assessed additional taxes, penalties and interest in an amount close to $1,000,000, based on a determination that he did not have a legitimate business. After the audit, the client requested that I represent him. I stepped in and successfully negotiated a settlement resulting in a revised liability of approximately $14,000.

Offer in Compromises

A client owed the IRS approximately $21,000. The OIC I filed with the IRS was accepted. The IRS agreed to accept $1,200.

Outstanding Tax Liability

A client owed the IRS approximately $19,000. I reviewed my client’s tax account, tax returns and developed a strategy whereby my client got the entire tax liability abated. Not only were the taxes abated, my client received a refund from the IRS.

Penalty and Interest Abatements

A client owed approximately $80,000 in penalties to the IRS. The client did not have the funds to pay the penalty and paying it would have caused the client to go out of business. I negotiated a settlement of less than $17,000 in favor of my client.

Subordinations/Discharges of Tax Liens

A client could not sell his house because he had IRS and state tax liens on the property. I was successful in negotiating the discharges of both liens, IRS and state.