Long-Term Tax Dispute $7,400,000

An $8 million liability was cut to $626,000 after we leveraged unused net operating losses (NOLs) and secured penalty abatements, turning years of frustration into lasting relief.

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Conservation Easement Case $880,371

Our client faced steep exposure from syndicated easement investments. Strategic negotiation with the Georgia Department of Revenue (DOR) reduced tax, penalties, and interest across multiple years.

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Successful Innocent Spouse Appeal $800,000

After the IRS denied our client's Innocent Spouse Relief request, we appealed and won---reducing their tax liability from over $1 million to $200,000.

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Client Facing Mental-Health Hardship $686,802

When unfiled returns and illness led to major tax exposure, we secured full federal and state penalty abatements, removing over $686,000 in liabilities.

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Unauthorized Substance Act Assessment Resolved $641,008

A past situation left our client facing $646,008 under North Carolina's Unauthorized Substance Act, with no appeals available. We stepped in, submitted an Offer in Compromise for $5,000, and secured a full settlement that allowed them to put this chapter behind them.

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IRS Audit and Fraud Penalty $542,852

The IRS assessed over $665,000 in taxes and penalties for unfiled corporate returns. We removed the fraud charge in Tax Court, then settled the remaining balance for $33,410, saving $542,852.

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Liability Wiped Out After Backup-Withholding Error $354,014

A client wrongly billed for withholding taxes was cleared after we uncovered documentation errors and proved no tax was due, reducing the balance from $354,014 to $0.

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Limiting Filings and Penalties $264,929

After 10 years of unfiled returns, we worked with the IRS and Georgia DOR to cap exposure and obtain penalty relief, reducing debt by $264,929.

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Incorrect Home-Sale Assessment $231,603

The IRS added $231,603 to our client's income after claiming they failed to report a capital gain. We proved the sale qualified as a primary-residence exclusion, and the full assessment was removed.

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Refund Secured After Audit Reversal $215,000

A client's amended return for Section 1202 stock was wrongly denied. We stepped in, presented new evidence, and reversed the IRS decision, recovering a $215,252 refund plus $50,604 in interest.

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Liability Erased Through Fraud Defense $133,031

When duplicate filings triggered IRS scrutiny, we completed a detailed fraud assessment and compliance review that cleared the client of exposure entirely.

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IRS Travel Audit $99,802

Our client faced a $112,550 liability after an audit with minimal documentation. We rebuilt their records, presented supporting evidence, and negotiated the balance down to $12,748.

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