Barrett Wayne Rodriguez's Legal Cases (3)

Tax

Innocent Spouse Appeal Granted

Feb 15, 2018

OUTCOME: Removal of Assessment and Refund

My client and her ex-husband filed joint tax returns during the entirety of their marriage. After the separated, my client began receiving letters from the IRS about audits and very large tax understa ... tements in the hundreds of thousands of dollars. Since she had signed the tax returns, she was presumed liable for the debt along with her ex-husband even though she had no idea that he was manipulating his business taxes. The IRS had captured several of her refunds on her separate returns. We were able to prove that she was not involved and the IRS reversed her assessments and we were even able to get her a refund of all of the captured refunds from her personal taxes. She went from owing several hundred thousand to getting over $20,000 back from the IRS.

Tax

Tax Case Settlement - .33% of Total Debt

Dec 20, 2017

OUTCOME: Offer in Compromise accepted

My client owed $31,000 to the IRS for several years of personal income tax. We negotiated with the IRS and settled the case for $100.

Tax

Business Saved

Dec 15, 2016

OUTCOME: Business Saved and Low Payment Plans for IRS and State debts

My client hired me after retaining another tax firm. The firm told them that the Revenue Officer was very difficult and was trying to close down their business. They had advised the client to take an ... unaffordable payment plan to save the business. The Client retained me and I conducted a thorough financial analysis which showed that the client could only afford a small monthly payment. The prior firm had failed to notice that a number of the bank deposits were capital contributions from the Client and should not have been included in income. I provided the Revenue Officer with a breakdown of the corrected income an expenses, and we agreed to a much lower payment plan. More importantly, the Revenue Officer agreed to leave the business open. I had similar success on the same case with the State of New York, and was able to secure a payment about one third of what the other firm had been able o negotiate.

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