Non-Collectible Status

Feb 09, 2015

OUTCOME: Case resolved with non-collectible status.

Represented taxpayer before the IRS. Taxpayer owed over $1 million and account was in active collections. Hired to negotiate payment plan.

United State Tax Court

Jan 31, 2015

OUTCOME: Taxpayer victory on all issues

Defended client from IRS assertion that he was not a real estate professional, and that he therefore owed an additional $1,000,000 in tax.

Penalty Abatement

Jan 21, 2015

OUTCOME: Negotiated full penalty removal

Represented a taxpayer before the IRS owing over $100,000 in tax penalties.

Negotiation of Complex Franchise Tax Board Payment Plan

Dec 02, 2014

OUTCOME: Minimal payment plan negotiated and removal of levies and no suspension of driver's license

Represented taxpayer before the Franchise Tax Board who was placed on "Top 500 Delinquent Taxpayers". FTB threatened collections and suspension of driver's licenses.

Levy Release

Nov 30, 2014

OUTCOME: $300,000 released

Negotiated a $300,000 levy release from the IRS which saved a business from shutting its doors.

Audit Defense

Oct 01, 2014

OUTCOME: No change made to tax return and no tax due

Represented a mid-size business before the IRS for a complex income tax audit of gross receipts and tax deductions.

IRS Offer in Compromise

Aug 12, 2014

OUTCOME: $177,000 of tax settled for $1,500

Represented a taxpayer before a revenue officer with the IRS and settled all outstanding income tax debt.

IRS Payment Plan

Feb 25, 2014

OUTCOME: Payment plan negotiated at $4,000 per month

Negotiated a complex payment for a large company with tax debt exceeding $2,000,000

Breach of Contract Lawsuit

Jan 15, 2014

OUTCOME: Case settled for under $100

My client was threatened with a lawsuit alleging breach of contract. Dispute involved thousand of dollars of exposure to my client.

Franchise Tax Board Offer in Compromise

N/A

OUTCOME: $75,000 tax debt settled for $1,500