Unfiled Tax Returns
- The Internal Revenue Service had filed income tax levy on our clients’ retirement checks because he did not file his income tax returns for the last 6 years. Our IRS tax lawyers were able to convince the IRS that our client could not afford to make even minimal payments toward his tax debt since he needed all of his income for his living expenses. The IRS released the tax levy, and also agreed to stop all further collection efforts once his tax returns that we prepared were filed by us. Client from Manhattan, New York.
- Our client owed the Internal Revenue Service about $32,000 for unpaid income taxes related to unfiled income tax returns. We prepared all of his tax returns and filed them with the IRS. The IRS accepted all the returns as filed, and allowed us to establish an affordable payment plan for our client. Client from Saratoga Springs, New York.
- The IRS claimed that our client owed almost $80,000 dollars in income taxes due to nine years of missing tax returns. The taxpayer was self-employed and was not able to provide us with his income for the years in question. We assisted the taxpayer in obtaining the tax information required to prepare accurate income tax returns, and filed the returns with the IRS. The IRS did not pursue any criminal charges against our client and agreed to a payment plan that was very affordable for our client. Client from Brooklyn, New York.
Offers in Compromise
- Our client owed over $600,000 in payroll and income taxes to the IRS. The IRS Appeals Division Officer approved an offer in compromise of approximately $165,000 even though the Appeals Division Officer had previously been unwilling to accept less than $325,000 from the clients’ prior tax attorney. Client from Albany, New York.
- An offer in compromise submitted by our clients’ accountant was not approved when the Internal Revenue Service determined that our client could afford to pay the total tax due of $131,000, since they thought he had available equity in his assets. We convinced the same IRS officer to accept less than $30,000 to settle the case. Client from Queens, New York.
- Our client had an income tax debt in excess of $130,000. Although he had substantial assets, we were able to convince the Internal Revenue Service to accept an effective tax administration offer in compromise for $32,750. Client from Manhattan, New York.
- Our client, who now resides outside of New York, owed New York state about $48,000 in taxes, fees, and penalties due to unfiled tax returns from 1990 through 1999. We negotiated an offer in compromise with New York State and we were able to explain that he would likely not be able to pay his taxes owed due to his mental health issues. After working with the New York State Tax Department, we were able to settle the account for a single payment of $500. Client from Manhattan.
Tax Fraud and Tax Evasion
- We represented an attorney before the New York Tax Department resulting in a “no change” income tax report for all his tax years. The Tax department initially charged the attorney with filing false income tax returns. Client from Albany, New York.
- We represented a business owner before the New York Tax Department as result of a sales tax criminal investigation of his business. We were able to negotiate a payment plan of $1,500 a month to pay off the over $500,000.00 in taxes owed with no criminal charges being filed. Client from Schenectady, New York.
- We represented a CPA who prepared tax returns for a majority of his clients that contained allegedly false information. We were able to settle the case with no criminal charges and no money owed. Client from White Plains, New York.
Tax Installment Agreements
- Our clients owed both Federal and State income tax spanning over six years. The amount of tax owed totaling about $285,000. We arranged for separate installment agreements with both the IRS and the State. Combined, both agreements limited the payment of tax to $60,000 over the term of a multi-year installment agreement. The final savings to the client was over two hundred thousand dollars, plus interest saved and he had a tax payment plan he could afford. Client from Manhattan.
- We represented a construction contractor before the Collection Division of the IRS, and negotiated a compromise of his significant federal income tax liability resulting in a savings of more than $25,000 with a part-pay installment agreement. Client from Manhattan, New York.
- We negotiated a $15,000 payment plan with the IRS in settlement of $88,000 in income taxes related to prior tax year’s unfiled tax returns. Client from Plattsburgh, New York.
- Our client owed the Internal Revenue Service $156,000. Even though he was earning over $120,000 a year, owned a home and held $25,000 in a retirement plan, we settled his back taxes for $40,000 through a part- pay installment agreement. Client from Utica, New York
Tax Audits and Investigations
- Represented a recent retiree before the Internal Revenue Service and arranged the elimination of about $65,000 in income tax resulting from an erroneous audit assessment made by them. Client from Manhattan, New York
- Our client filed a joint income tax return with her husband, a successful doctor earning over $450,000 per year. Although her husband promised her that he would pay the $110,000 in tax due, he never paid the tax even after being audited. After they were divorced, he continued to refuse to pay the taxes owed. On our clients’ behalf, we filed for innocent spouse relief claim and the husband challenged the application. Our tax lawyers prevailed in the case, when the Internal Revenue Service decided in our clients favor. Client from Albany, New York
- The Internal Revenue Service assessed a Trust Fund Recovery Penalty against our client for unpaid payroll taxes. We requested a Collection Due Process Hearing, and the Internal Revenue Service Appeals Officer ruled that the determination that our client was liable for the taxes was erroneous, and he agreed to overturn the initial determination. Client from Manhattan, New York.
- Our client received a letter from the IRS after an audit claiming that he owed over $85,000 to them. After filing a petition with the U.S. Tax Court, we were able to negotiate a settlement of the case for less than $7,600, paid in a lump sum. Client from Schenectady, New York.
- We represented a manufacturer in a sales and use tax audit and subsequently at the tax appeals level. Through our efforts and energy, we were able to lower the tax assessment by more than $189,000. We represented a manufacturer in a sales and use tax audit and subsequently at the tax appeals level. Through our efforts and energy, we were able to lower the tax assessment by more than $82,000. Client from Albany, New York
- The IRS claimed our clients owed over $35,000 as the result of an income tax audit. Due to technical error made by the Internal Revenue Service, we were able to convince the IRS to abate the full amount of the taxes owed. Payroll Tax Issues. Client from Manhattan, New York
- Our client owed approximately $120,000 in payroll taxes. As a result of our work, the IRS agreed to accept $49,500 in full settlement of the back tax debt owed. Client from Brooklyn, New York
- We represented a partner of a real estate company before the Collection Division of the IRS. We successfully convinced the IRS that the partner was not a responsible officer and that resulted in the elimination of more than $87,000 in trust fund tax assessments (and related interest and penalty). Client from Manhattan.
- Our client owned a liquor store and after they sold the store and they were audited. The NYS Department of Taxation came in and performed a sales tax audit. The auditors looked at the square footage of the leased space the store occupied and determined that the store should have generated more taxable sales than were reported and thus, charged the owners based on their determination. Following the audit, they demanded our client pay approximately $500,000 in back sales taxes (including interest and penalties). After requesting an audit reconsideration and negotiating with the auditors, we were able to reduce the amount to $100,000 which was paid and the case was closed. Client from Manhattan, New York
- In 1992 the New York State Taxation department did an audit of our client, who was a NJ resident who owned a rental property in NY. The audit found that the client had sold a house in NJ and had not paid NY taxes. The client did not fight the audit at the time and never dealt with it until they approached us in 2012 to try and deal with the outstanding tax owed. After researching the issue, we re-opened the case, introduced new evidence that proved that our client was a NJ resident at the time they sold the NJ property, and thus owed no taxes to NY on that sale. The Taxation Department agreed and the full amount of $59,000 in taxes, interest, and penalties was wiped out and our client was cleared. Client from Queens, NY.