Tax problems are more common than you think. Currently, about 26 million taxpayers are facing a federal or state tax issue. These taxpayers are not criminals. They are regular people with good intentions, and their tax issues are caused by things beyond their control. If you are facing financial issues, an illness in your family, divorce, loss of employment, or a down year for your business, you aren’t alone. Wiggam Law is here to help.
At Wiggam Law, we are dedicated to successfully resolving your tax issue and putting your mind at ease. Although we cannot guarantee a specific result in any case, we have been able to save our clients significant amounts of money. The client successes we achieved below resulted in savings of more than $2.7 million.
Our client, a self-employed individual, had accumulated a federal income tax liability of $196,034 for tax years 2008-2019. We submitted an Offer in Compromise and settled this liability for $860. We also settled our client’s Georgia income tax liability of approximately $15,500 for $250. Our efforts resulted in savings of over $210,000.
The taxpayer did not file income tax returns, or C corp. tax returns for her business, from 2006 to 2012. The IRS audited her and the business and assessed total taxes of $609,175 and a fraud penalty of $56,783. We contested these audit assessments in Tax Court and successfully removed the fraud penalty in its entirety and reduced the tax balance to $123,106 for a total savings of $542,852. We then filed an offer in compromise on behalf of the taxpayer and settled the remaining $123,106 tax liability for $33,410.
The taxpayers owed for tax years 2014-2016 and the IRS had filed Federal Tax Liens against their real estate. We assisted the taxpayers with removing the liens from their property so it could sell. Additionally, we negotiated a penalty abatement with the IRS, which resulted in the taxpayers receiving a refund over $29,570 after the closing.
The IRS agreed to put the taxpayer’s $2,920,000 ($2.9M) tax balance into Currently Not Collectible (CNC) status. Additionally, the Georgia Dept. of Revenue also agreed to an Offer in Compromise settlement to reduce the taxpayer’s liability down to just 20% of the original tax owed, from $121,000 to $24,400.
The Georgia Department of Revenue alleged our client was involved in a spouse’s business and therefore personally liable for $10,367 in unpaid sales taxes. We challenged the DOR and proved our client had no relationship with the business. Georgia settled the case for $1.
We settled with the IRS to reduce our client’s federal income tax liability from $563,673 to less than $20,000.
We disputed an IRS assessment against our client, a church, resulting in a reduction of the liability from $474,909 to $38,266. The IRS also removed some late payroll tax filing penalties, saving our client an additional $9,000.
Our client owed Georgia $366,000. Our Offer in Compromise succeeded in reducing their liability to $25,000.
The Georgia Department of Revenue alleged our client was a Georgia resident who owed $23,444 in Georgia income taxes. Our client is not a Georgia resident, which we petitioned to the Georgia Tax Tribunal. They agreed, which eliminated our client’s Georgia liability.
We filed a U.S. Tax Court Petition for our client that had an alleged federal corporate income tax liability. The liability stemmed from the IRS auditor who disallowed many of our client’s business expenses. In the end, we achieved an 80% reduction of our client’s liability when the IRS settled, reinstating the majority of the business expenses and abating all penalties.
We negotiated a $500 monthly installment agreement for our client who owed $368,452 in federal income taxes.
We negotiated a partial pay installment agreement for our client who owed $135,000 in federal income taxes. Now their monthly payment is reduced to $223.
$15,000 Saved + $2,688 Refund
We were able to remove our client’s entire $15,000 income tax assessment and tax lien from the Georgia Department of Revenue. Our client also received a refund of $2,688.
The IRS proposed an additional assessment of $231,603 to our client’s 2018 tax return alleging he failed to report a capital gain from the sale of his primary residence. We disputed the IRS’s erroneous assessment since the client’s capital gain was excluded from being taxed since it was his primary residence.
Our client was assessed $99,851.00 in unpaid sales taxes related to her ex-husbands business. She was not involved with the business but was listed as an officer by her ex-husband, which caused the Georgia Department of Revenue to assess her personally for the unpaid sales tax. We filed a Georgia Offer in Compromise based on “doubt as to liability” for $720.00, and it was accepted, saving our client $99,131.00.
Our clients, a mother and daughter, were both being assessed a Trust Fund Recovery Penalty of $505,634 as the IRS claimed they were a responsible party for unpaid payroll taxes for a hospital that previously employed them as CEO and CFO, respectively. We successfully argued that the clients should not be personally liable for the non-payment of trust fund liabilities for the hospital. The IRS agreed with our position and determined that our clients should not be held personally liable, saving them both the full amount of $505,634.
Our client hired us to represent them in a U.S. Tax Court case regarding a Notice of Deficiency received from the IRS. The IRS was proposing to assess $39,859 in tax, penalties, and interest due to unreported dividends and stock sales. The IRS failed to factor in the cost basis for the stock sales. By providing proof of the stocks’ cost basis, we settled with the IRS that no additional tax, interest, or penalties were owed by our client from the unreported stock sales.
The Georgia Department of Revenue accepted our Offer in Compromise to settle the taxpayer’s $141,000 liability for $10,016 — 7% of the original balance due, — allowing the taxpayer to pay the new balance due in a payment plan over time.
Our clients, husband and wife, received a Notice of Deficiency from the IRS for tax year 2016. The IRS was proposing to assess tax, penalties, and interest totaling $146,759 following an audit related to unreported stock sales. The taxpayers did not have all of the records to substantiate their costs; however, we were able to successfully settle in the United States Tax Court with the IRS for $23,104, saving the taxpayers over $123,000.
Our client was suffering after their former employee embezzled the company’s payroll funds. Between the IRS and Georgia, our client owed a substantial amount. Our Penalty Abatement Requests saved our client $359,078 across their combined federal and state liabilities.
The Georgia Department of Revenue assessed a $120,000 sales tax liability against our client, a towing company. We challenged the liability on the basis that many of the transactions were not subject to sales tax. Georgia settled the case for $2,500.
Suffering from severe depression and alcoholism, our client did not file federal or Georgia income tax returns for 14 years. We submitted a Voluntary Disclosure Request, which permitted our client to file tax returns for the last three years and waived all late filing penalties. This saved our client $80,498 in Georgia. And, our Penalty Abatement Request with the IRS resulted in a savings of $210,475 in penalties.
Our client hired us to negotiate a new installment agreement as their existing $400 monthly agreement was under review by the IRS. The client owes $60,000 in back taxes. We were able to negotiate a new $100 monthly installment agreement that took into account what the client could afford to pay and not the amount he owes the IRS. The client’s statute of limitations for collection of his tax liability ends in 2023, so the debt will be written off then. If he maintains his installment agreement until then, he will pay approximately $3,600 to “settle” his $60,000 debt.
Over $241,000 Saved
After successfully changing our client’s status with the IRS to “Currently Not Collectible,” we’ve been able to write off $177,702 from their balance due so far, with another $64,024 to be written off when additional collection statutes of limitation expire later this year.
Our client had a complicated travel and mileage audit with the United States Tax Court. Unfortunately, he had minimal records and no official travel log. We diligently worked with our client to obtain as many additional records and circumstantial evidence as possible and negotiated with the Internal Revenue Service Counsel, successfully settling the case for $12,748 from $112,550.
Our client was charged a $646,008 excise tax under North Carolina’s Unauthorized Substance Act. When he came to our firm, his opportunity to appeal the assessment had already expired and we could not contest the liability. We submitted an Offer in Compromise with the North Carolina Department of Revenue in the amount of $5,000 and it was accepted. This saved our client a total of $641,008.
Our client, a self-employed marketing consultant, owed more than $100,000 of unsecured business debt and $170,000 of income taxes. We first filed a Chapter 7 bankruptcy for the client which removed the business debt and $26,000 of income tax debt. We then submitted an Offer in Compromise and successfully negotiated a settlement for $17,222 which saved our client over $122,000 on the remaining income tax debt.
When the client came to our firm, she owed over $17,842 to the IRS based in part on incorrect tax returns her husband filed jointly on her behalf. Her account was already actively in collections. We filed an innocent spouse request with the IRS, keeping her protected from any collection enforcement and successfully argued that the IRS should not attempt to collect this debt from her. The IRS ultimately agreed with our arguments and completely abated her tax liability, saving her over $17,842 in taxes. Additionally, we negotiated a penalty abatement with the Georgia Department of Revenue saving additional taxes of $259.
Over $41,000 Saved
Our client, a prominent staffing and hospitality business in Atlanta, came to us with a proposed Employer Shared Responsibility Payment (ESRP) of $41,433 due to the IRS. Wiggam Law filed a protest to dispute the IRS’s position and successfully defended the penalties. The IRS ultimately conceded and completely abated the proposed penalties, saving the client over $41,000.
We helped a client with their bankruptcy filing, which resulted in removing their $320,000 federal income tax liability.
We were able to place our client who had a federal income tax liability of $111,655 into Currently Not Collectable status. Four years remained on the collection statute of limitation, after which the remaining liability will be written off.
Our client, a manufacturing company, owed $123,371 in federal payroll taxes. A Federal Tax Lien would have closed down the company’s line of credit, severely damaging the business. We worked with the IRS, resulting in an abatement of $29,550 in penalties.
Our Request for Innocent Spouse Relief for our recently divorced client resulted in an income tax liability reduction of $116,715.
Our client owed over $181,000 to the IRS and over $27,000 to the Georgia Department of Revenue. We filed an Offer in Compromise (OIC) with the IRS and settled the case for $688. We filed an OIC with the Georgia Department of Revenue and settled the case for $5,000. Overall, we saved our client over $200,000.
We saved our client $57,000 not only by submitting an Offer in Compromise with the Georgia Department of Revenue that reduced their $117,000 tax liability by more than $30,000 but by negotiating a 60-month interest-free payment plan that saved them an additional $24,000 in interest.
Before we were hired, the IRS had been garnishing our client for three years. We removed the garnishment and submitted a Request for Innocent Spouse Relief. The client’s entire liability was removed, and they received a $15,000 refund covering the majority of the garnished wages.