Success Stories

Spotlight Case - Penalty Abatement (California) S. G. from CA originally owed $269,659 in taxes for trading of securities. Additionally, the IRS assessed him for a late filing penalty, a failure to pay tax penalty as well as compounded interest, bringin the outstanding liability to $1,158.416. After negotiations and various requests, we were able to abate 100% of the interest and penalties, reducing the amount owed for a total savings of $888,756.99.

Offer In Compromise J.L. from Malibu, CA owed over $328,000 in back taxes. When our Offer in Compromise was accepted by the IRS J.L. owed only $12,000.

Payment Plan (California) S.P. came to us owing over $50,000. We negotiated a Payment Plan with payments of $434 per month for only one year equaling $9,114, saving S.P. more than $41,000 in taxes.

Innocent Spouse (California) V.B. owed $675,000. We filed an innocent spouse claim for her and after working with the IRS V.B. owed the IRS $0!

Offer In Compromise (Texas) Our client had been incarcerated for 2 years for tax fraud when he retained us to represent him. Despite having served his time, the IRS wanted to collect the tax that he owed prior to his time in prison, plus additional penalties and interest that had accrued. The total amount due was over $3,250,000. We were able to settle this debt for $35,000.

Bank Levy, Payment Plan (California) Our client had over $160,000 on deposit with his bank, but owed over $400,000 in back taxes, penalties and interest. The revenue officer assigned to his case had levied on his bank account, and the $160,000 was about to be sent by the bank to the IRS We were able to intervene and convince the revenue officer to cancel the levy and accept a reasonable payment plan from our client.

Substitute For Returns (Ohio) This client had not filed returns since 1981. Over 20 years of returns were due. The IRS had filed Substitutes for his returns (SFR), assessing in excess of $2,600,000 of taxes, penalties and interest. We prepared 22 years of returns for him and were successful in having the IRS accept them for a reduced tax assessment of less than $100,000.

Offer In Compromise (California) J.L. owed over $65,000 in personal income tax, but after coming to Tax Inc, we were able to reduce this to only $1,929.

Innocent Spouse (Florida) The husband, unbeknownst to his wife and the IRS, had an online bookmaking operation. He was arrested in a sting by undercover vice officers and the money and assets accumulated from the operation were confiscated by the local government under the R.I.C.O. act. Since the husband was incarcerated, the IRS was actively seeking to collect the taxes, penalties and interest that were assessed for the alleged profits of the operation. We were able to prove that our client, despite her community property interest, was not enriched by the profits from the operation and had no knowledge of the business. The IRS subsequently found our client to be an Innocent Spouse" and cancelled all assessments against her.

Tax Audit (California) Our client was being audited by a local IRS office. An unlicensed tax preparer had prepared his returns and had understated his gross income in excess of 25%; an automatic fraud issue. The auditor was preparing the case for referral to the criminal division of the Justice Department when the client hired us to intervene. We were able to persuade the auditor to assess additional taxes along with a civil fraud penalty, without referring the case to special agents for the criminal division.

Offer in Compromise (California) Our client was in the entertainment industry as a comedian for over twenty years, appearing on the Tonight Show and many others. Because of bad accounting advice, he developed an outstanding IRS debt of $20,000. We were able to submit a settlement and successfully negotiate his debt to $500.

Levy, Offer in Compromise (Texas) This hardworking client owed over $175,000 in personal income taxes because of IRS levies on her business assets from a previous audit. When she contacted us she was working at a department store and the IRS was threatening to levy her wages. Despite having to borrow the money from her father, she was thrilled to pay $3600 to totally extinguish this tax debt.

941 Payroll, Penalty Abatement (Florida) Mr. M was assessed a 100% penalty tax of $465,000 for failure to withhold and remit payroll taxes. The IRS was in the process of foreclosing his house in order to satisfy their lien. After we investigated the facts of the case, we were able to prove that the taxpayer was not the responsible party and alleviated 100% of this penalty.

Offer in Compromise (North Carolina) This client had a fire that destroyed the equipment and records of his roofing company. Their past due taxes of $27,000 caused them great anguish and led to some physical distress. They were greatly relieved to learn about this program and solve this problem with a settlement of only $1500.

Innocent Spouse (Pennsylvania) Our client was unaware that her ex-husband had a side business that generated undeclared income. Because they had filed joint returns, the IRS assessed her a 100% intentional disregard penalty of $87,000. When her case was completed, the IRS forgave her responsibility to the debt and pursued her ex-husband for collections.

Penalty Abatement (Hawaii) Embezzlement from a business partner completely destroyed this client's company. An IRS agent assessed penalties and interest on the late filing of his payroll tax returns and payroll taxes. This agent was not sympathetic to our client's predicament, but we were able to have 100% of the penalties and interest abated by his supervisor and entered into an installment agreement for the backed payroll taxes.

State, EDD (California) The state had a lien against this client for sales taxes in excess of $40,000. The business had been defunct for 10 years but the State was actively pursuing collection against her. When we were done reviewing the facts of the case, we discovered that her escrow company - through a refinance - was now liable for the taxes. We submitted an offer to the EDD to discharge these taxes. Consequently, California relinquished all claims against our client and sought payment from the escrow agent.

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