From Debt to Relief: Success Stories that Inspire

If They Did It, So Can You: a few of our Client Success Stories

Offer in compromise

$531,218 to a settlement of $4,922

We assisted a taxpayer with an IRS outstanding liability of $531,217.94 in tax debt stemming from Substitute for Returns (SFR) and unfiled tax returns. Our team brought the taxpayer into compliance through tax preparation and successfully negotiated an Offer in Compromise, settling the balance for just $4,922.

Tax Audit Defense

$114,395 Proposed Assessment to $1,342

We represented a taxpayer who faced an audit and a Notice of Deficiency totaling $114,395. After filing a Tax Court petition, we successfully resolved the matter by reducing the assessment to just $1,342.

Penalty Abatement

$150,000 Savings

We assisted a taxpayer with a $150,000 IRS liability stemming from penalties. Through a successful penalty abatement request, we eliminated the full amount, resulting in a total savings of $150,000 for the taxpayer.

Currently Not Collectable Status

$81,325 hold on immediate tax collection

Through our efforts, we successfully obtained a Currently Not Collectible (CNC) status for the taxpayer, providing relief from immediate tax collection actions for their 2014-2022 balances of $81,325.

Offer in Compromise

$412,545 liability Settled for $56,858

We filed an Offer in Compromise with a Revenue Officer and successfully settled a $412,545 tax liability for $56,858.

Penalty Abatement

$57,586 Savings

We represented a taxpayer facing a $49,000 late filing penalty. Through our efforts, we secured penalty abatement and resolved the matter favorably, resulting in a total saving of $57,586 ($49,000 Penalty plus interest on penalties).

Installment Agreement

Payments Over Time

We assisted a taxpayer with unfiled tax returns and brought them into compliance. Following that, we successfully established an Installment Agreement of $2,300 to address a total liability of $186,754.

Partial Payment INstallment Agreement

$295,244 Liabilities converted into monthly plan of $1,954

We negotiated the release of bank and wage levies for a taxpayer with a balance of $295,244 and established a Partial Payment Installment Agreement (PPIA) of only $1,954 per month in coordination with the Revenue Officer. We continue to work with the client to help reduce future tax liabilities and maintain compliance.

Audit detection

Avoiding Accuracy Related PEnalties

We were able to proactively respond to a Lock-In Letter issued under the IRS Withholding Compliance Program. As a result, the client was successfully removed from the program, regaining control over his wage withholding status. Additionally, By enrolling in our IRS Alerts Program, we identify and amend a previously filed tax return that omitted a retirement distribution and contained other discrepancies. We corrected the return before the IRS initiated an examination, ultimately saving the client thousands in potential accuracy-related penalties.