$250,000 in taxes down to $35,000
Jun 05, 2017OUTCOME: $250,000 down to $35,000
Dept. of Rev. assessed a $250,000 tax liability against client. Brought case to appeals and successfully argued the liability down to $35,000
Arlington Heights, IL
Tax Lawyer at Arlington Heights, IL
Practice Areas: Tax, Estate Planning ... +5 more
OUTCOME: $250,000 down to $35,000
Dept. of Rev. assessed a $250,000 tax liability against client. Brought case to appeals and successfully argued the liability down to $35,000
OUTCOME: $11,000 refund
Client had over $11,000 garnished from his tax refund. Successfully argued with IRS for a full refund of the entire garnishment.
OUTCOME: Amount due reduced from $300,000+ to under $20,000
Client had a levy placed on his assets for a $300,000+ tax balance due on multiple years of non-filed tax returns. We were able to work with the IRS to remove all penalties and interest. In additio ... n, the resulting total balance due was under $20,000.
OUTCOME: Reduction in amount due of almost $800
New client received an IRS Notice with an amount due of almost $1,000 for not filing all of his income with his tax return. After reviewing the Notice, tax return and client's circumstances, I amended ... the return, with the missing income included, and the client ended up owing less than $100.
OUTCOME: Refund of $8,000
Client came in to have current tax year's return filed and upon reviewing the prior year, I noticed the client had paid both Illinois and Wisconsin income tax. These two states have reciprocity with on ... e another requiring residents of either state to only pay income tax to the state they are residents of. After amending the client's return the client received a refund from Wisconsin for more than $8,000.
OUTCOME: $4,000 down to $200
New client received an IRS Notice with an amount due of almost $4,000. After reviewing the Notice, the client's tax return, unreported income, and the client's circumstances, I responded to the IRS wit ... h the corrections and changes and the client ended up owing just over $200.