Summer 2008–retained by client to resolve Injured Spouse claim. Claim resolved in favor of the injured spouse (received refund)
Fall 2008–retained to represent client in a Civil Penalty case. Obtained innocent spouse relief and negotiated a partial payment installment plan. CSED ended installment plan.
Fall 2008–retained by client to assist with establishing life estate for special needs brother.
Spring 2009–retained to file returns for 2004 through 2008 and obtain refunds. Eligible refunds were received and all returns filed.
Summer 2009–retained to conduct forensic review of pilfered assets by POA for Virginia estate. Assets identified as stolen and client recovered them.
Fall 2009–retained to resolve $100,000 plus collection issue on deceased taxpayer tax years 2004 through 2007. Obtained innocent spouse relief for $67,000 and set up installment plan late 2010 for the balance. In spring 2012, we ended installment plan and negotiated an Offer in Compromise settling on $10,000.
Summer 2010–retained to amend Federal and Ohio tax return where original preparer failed to include a $3,000,000 Charitable Remainder Trust. Refunds received.
Winter 2010–Hired to represent C Corp in a field audit. Provided information as required to IRS and controlled field audit at customers location. IRS closed the audit as a no change.
Winter 2011–retained to represent married couple with collection issues for 2004 through 2007. Case is currently non collectible status.
Spring 2013–Retained by local law firm to assist with employment tax audit. Filed multiple 941X forms and re-calculated IRS penalties saving client thousands of dollars in mis-calculated IRS penalties. Client was not charged a civil penalty
Spring 2012–Retained by foreign taxpayer to settle $4,000,000 Statutory Notice of Deficiency (tax assessment) for 2008 and 2009. Hired attorneys to file in Tax Court and I worked with the Appeals Officer before trial to settle the case out of court with taxpayer owing nothing for either year. Attorneys signed off on settlement agreement.
Summer 2013–retained by local law firm to handle estate tax filings.
Spring/Summer 2015–retained by counsel as tax expert in divorce case.
Summer 2016–retained by executor to represent them to settle estate and unfiled returns for 2009 and 2010 on deceased taxpayer. IRS states amount due in excess of $53,000. Case settled and taxpayer relieved of all tax liability.
Spring 2017–retained to resolve payroll tax quarters 2006, 2007, and 2014 and 1040 issues for tax years 2014 and 2015. Client is in installment plan.
Spring 2017–retained by client to recover $23,000 of unclaimed property held by state because his father died intestate. Property recovered.
Fall 2017–retained by client to represent them in a 2014 employment tax issue. Prepared and filed all back W2/W3 and 941 review. Case settled with no fines paid to IRS.
Early 2018–retained by corporation to recover $20,000 levy wrongfully imposed due to willful intent not to file W2/W3 forms. Levy recovered, plus interest, and penalty was reduced to $1200.
Spring 2018–retained to represent taxpayer in Collection Due Process hearing for non filer of tax years 2009 through present. All returns completed and filed, and without penalties or interest TP would owe IRS more than $79,000 as filed. Currently negotiating a partial payment plan of less than $500 per month.