RESULTS
Representative Cases
A selection of the federal and state tax matters our Dallas tax attorneys have handled for businesses and individuals.
Disclaimer: The case studies below illustrate the kinds of matters we handle. Names and certain facts have been changed to protect client confidentiality. Past results are not necessarily indicative of the results that may be achieved in any other matter.
Selected Matters
PAYROLL / TRUST FUND
Defunct Business & Payroll Taxes
A revenue officer had assessed a trust fund recovery penalty against a business owner personally for unpaid payroll taxes. After reviewing the client’s finances, we submitted an Offer in Compromise and negotiated a settlement that resolved the liability for a fraction of the amount owed.
OFFER IN COMPROMISE
Settling a Six-Figure Tax Debt
An individual carried a large balance from several years of unfiled returns. We brought the filings current, established the client’s reasonable collection potential, and secured an accepted Offer in Compromise that closed the account.
IRS AUDIT
Defending a Small-Business Examination
The IRS challenged deductions across multiple years of a closely held business. We organized the records, responded to the information document requests, and resolved the audit with no change to the returns as filed.
PENALTY ABATEMENT
Removing Accuracy & Late-Filing Penalties
A taxpayer faced substantial penalties after a delayed filing caused by a medical hardship. We presented a reasonable-cause argument supported by documentation, and the IRS abated the penalties in full.
U.S. TAX COURT
Petitioning a Notice of Deficiency
After the IRS issued a notice of deficiency, we filed a timely Tax Court petition, developed the factual record, and reached a favorable stipulated settlement with IRS counsel before trial.
COLLECTIONS
Releasing a Levy & Setting Terms
A client’s wages were being levied. We secured a release of the levy, established a manageable resolution with the collection division, and protected the client’s income while the account was worked out.
Case Study: Payroll Taxes for a Defunct Business
A small-business owner and his spouse came to us facing a serious payroll tax problem. One of the client’s businesses had become defunct and was only being held open while the tax issue was resolved. Payroll taxes for that business had gone unpaid, and the IRS had assigned a revenue officer who visited the client’s home and ultimately assessed a trust fund recovery penalty against the husband personally—creating significant personal liability.
After a thorough review of the client’s financial situation, we determined that an Offer in Compromise was the best path forward. An Offer in Compromise is a settlement with the IRS that allows a taxpayer to resolve a liability for less than the full amount owed when the facts support it.
We gathered the necessary financial documentation, prepared and submitted the offer, and negotiated with the IRS to reach the lowest supportable settlement. The IRS accepted the offer, and the client resolved the payroll tax matter for a fraction of the original balance. This matter illustrates both the value of getting professional help early and how effective an Offer in Compromise can be when the facts and circumstances are right.
Talk to a Dallas Tax Attorney
Schedule a free consultation. We will listen, ask the right questions, and tell you honestly how we can help.