Recent Accomplishments

SAMPLES OF RESOLVED CASES

August 2010: This client owed $456,938 for unpaid payroll taxes for the years 2002-2004. We assisted the client in filing his past due returns, then we submitted an Offer in Compromise for $10,000. That offer was rejected. The IRS counter-offered to settle for $30,000. Our client accepted this offer. He saved $426,938. Our fee was $5,000.

July 2010: The IRS was billing this retired physician $18,116 for 2008 and 2009 unpaid payroll taxes related to a medical clinic where he once worked part-time. We were able to prove that the medical clinic was using his name without his permission and that it was the clinic, not our client, who was responsible for paying those taxes. He was relieved of any wrongdoing. Our fee for acting on his behalf was $1,500.

July 2010: This retired client owed $135,730 for unpaid payroll taxes from previous years when he was self-employed. The IRS planned to levy his assets. We convinced the IRS to place the client in uncollectible status, because of his inability to pay. We charged the client $2,000 for our services. The client saved all of his assets including annuities valued at $100,000 because the collection statute of limitations will expire within nine months.

January 2009: This self-employed laborer owed $38,056.00 based on tax returns prepared by the IRS for the years 2000-2005. We assisted the taxpayer in preparing and filing his own tax returns. An Offer in Compromise for approximately $4,000 was then submitted and accepted, saving him $34,056. Our fee was $6,000.

June 2007: The taxpayers owed approximately $125,000 in employment taxes and $25,000 in income taxes. The taxpayers had made an offer on their own for $65,000, but it was rejected.We submitted offers totaling $20,000, which the IRS accepted, saving the taxpayers over $105,000. Our fee was $3,000, which is approximately 3% of the savings.

September 2005: The taxpayer owed income taxes of $90,000, plus penalties and interest from 1998 to 2001. We submitted an Offer in Compromise for $40,000, which the IRS accepted. We saved this taxpayer $50,000, and we charged him $3,000.

April 2005: The taxpayer owed the IRS income taxes for 1994, 1995 and 1996. The total amount due was approximately $24,000. We presented, and the IRS accepted, an Offer in Compromise in the amount of $2,400. The taxpayer saved over $20,000 and we charged approximately $2,000.

February 2004: This self-employed taxpayer owed the IRS income taxes for 1999, 2000, 2001 and 2002, amounting to approximately $56,000. We presented, and the IRS accepted, an Offer in Compromise for $13,300, saving the taxpayer over $40,000. Our fee was $2,500. 
November 2004: This taxpayer owed the IRS $43,000 relating to income taxes for 1996-2002.We presented, and the IRS accepted, an Offer in Compromise for $500, saving the taxpayer over $40,000. Our fee was $2,000.

March 2003: Our client owed approximately $600,000 in income taxes. We prepared and submitted an Offer in Compromise for $100,000, which was rejected by the IRS. They said they could not accept less than $506,000. This is because the taxpayer had substantial assets. We appealed that decision and finally settled with the Service for $250,000, saving the taxpayer $350,000. Our fee was $8,000, or about 2 percent of the amount saved.

February 2003: The taxpayers owed $90,000 in income taxes relating to years 1990-1997 because of not paying estimated taxes on income from contract labor. We offered the IRS $2,500 pursuant to an Offer in Compromise and it was accepted. Our fee was $2,500, or less than 3% of the amount owed.

January 2003: The taxpayer owed income taxes of $127,000, plus penalties and interest from 1998 to 2001. The taxpayer became unemployed in 2001. We submitted an Offer in Compromise for $1,000, which the IRS accepted. We saved this taxpayer over $127,000, and we charged him $2,000 or about 2% of the taxes he owed.

January 2003: The taxpayer owed $27,000 relating to years 1991, 1992 and 1993. We presented an Offer in Compromise for $1,000, because the taxes were dischargeable in bankruptcy and the fact that the IRS had failed to properly file a Federal Tax Lien. Even though the taxpayer had the ability to pay $11,500 (per IRS calculation), they agreed to accept $1,500.We saved the taxpayer $26,000. Our fee was $2,000.