IRS audit

Oct 19, 2016

OUTCOME: Successful. Audit closed without changes to the liability

Individual taxpayer audited in relation to the head of household status.

FTB Audit

Oct 10, 2016

OUTCOME: Succesful. Audit completed without changes to the tax liability.

Individual taxpayer was audited for overstating business expense deduction.

IRS audit

Jul 11, 2016

OUTCOME: Succesful. IRS accepted our position and closed the audit without changes to the tax liability.

Individual taxpayer audited for income from sales of an inherited estate. The IRS proposed an additional tax liability of $32,000.

IRS collections

Jun 15, 2016

OUTCOME: Succesful. IRS accepted our offer in compromise.

Defended an individual taxpayer in IRS collections case.

IRS Penalty Abatement

Apr 18, 2016

OUTCOME: Succesful. All penalties dropped.

Represented a business in relation to payroll tax. Requested an abatement of failure to pay and failure to file penalties.

IRS Payment Plan

Feb 15, 2016

OUTCOME: Succesful.

Negotiated a payment plan a taxpayer could afford.

Partnership, Corporation and LLC Formation

May 21, 2015

OUTCOME: Succesful

Structured multiple CA Partnerships, Corporations and LLCs. Assist with state and federal registration and supervise compliance with state and federal laws.

Tax Return Preparation

Apr 15, 2015

OUTCOME: Prepared Individual and Business State and Federal Tax returns.

Tax Resolution

Mar 24, 2015

OUTCOME: Settled.

Assisted an individual taxpayer with the IRS audit.

I.P. Licensing Agreement

Aug 15, 2014

OUTCOME: The use of the intellectual property was expanded worldwide and the licensor is receiving royalty payments on all of these transactions.

Negotiated and drafted an international trademark and copyright licensing agreement between a U.S. licensor and a European business developer. Assist with compliance and enforcement.