Contact The Lively Law Group for a Free 60 minute consultation.
Practice Area: Tax
Date: Nov 30, 2012
Outcome: "No Change" for the taxpayer
Description: Basis issue with regard to stocks transferred between stock brokerages.
Practice Area: Tax
Date: Apr 06, 2012
Outcome: Approved Offer in Compromise
Description: Received approval from IRS to lower clients tax bill in an Offer in Compromise by approximately $... more
Practice Area: Tax
Date: Jan 16, 2012
Outcome: IRS conceded that activty was active and taxpayer had basis for his losses.
Description: Represented Taxpayer in United States Tax Court case whereby the government alleged that the... more
Practice Area: Tax
Date: Jan 06, 2012
Outcome: Case was settled reducing the liability to a fraction of what the auditor claimed was due.
Description: Represented client in case where IRS alleged the client provided no supporting documentation for... more
Practice Area: Tax
Date: Sep 30, 2011
Outcome: First and Second Trust Deed Holder Agreed to do the Short Sale.
Description: Client had a property with a first and second trust deed that could not be paid in full upon the... more
Practice Area: Tax
Date: Jun 01, 2011
Outcome: Held for Petitioner (Our Client)
Description: Our client was initially held liable for approximately $400,000 of Sales Tax Liability in a Tax... more
Practice Area: Tax
Outcome: No change for Taxpayer
Description: Client was audited for the second time in two years on a schedule C. Annual revenues approximately... more
Practice Area: Tax
Outcome: Client received a "No Change" (zero adjustment)
Description: Client was audited by the IRS and was issued a 30 day letter for $40,000 in taxes, interest, and... more
Practice Area: Tax
Outcome: Obtained in excess of $400,000 refund
Description: Carried back a net operating loss for a client and they received a refund in excess of a $400,000.
Practice Area: Tax
Outcome: Reduced Tax Liability over $2,000,000
Description: Client was assessed a tax liability of over $2,000,000 for various real estate development... more