Client Success Stories
April 17, 2003 - client was assessed $22,620.00 in federal tax. IRS petitioned to the
Tax Court on March 1, 2004 for determination. Client retained firm on March 29,
2004. Settled for a refund of $103.00 on August 4, 2004 prior to tax court.
Saved Client $22,723.00
June 6, 2005 - client was assessed $262,855.87 in federal tax. IRS petitioned to the
Tax Court on August 29, 2005 for determination. Client retained firm on October 1,
2005. Settled for no tax due prior to heading to court.
Saved Client $262,855.87
Client was selected for audit in May 2011. Audit resulted in an assessment of $34,436. Taxpayer became client shortly thereafter and had lost all prior records. We re-created the lost records and audit result was appealed resulting in all tax and penalties being abated.
Saved Client $34,436.00
Client was assessed $322,741.88 in federal tax over many years. IRS place lien on
residence and levied wages. Obtained release of wage levy on April 13, 2007.
Submitted Offer in Compromise for $5000 up front payment and $47,860.44 paid over 68 months. Offer in Compromise accepted on August 21, 2008