| Assessment |
Outcome |
| Private arm of public corporation was assessed for approximately $1.2 million in back taxes for various subsidiaries income tax, failure to file penalties, etc. |
Proved that assessments were made in error. Case was settled for approximately $46,000. |
| Doctor was assessed for approximately $2.8 million in back taxes. |
Proved that assessments were made in error. Case was settled for approximately $70,000. |
| Day trader was assessed for over $1 million in back taxes and accounts levied with all tax liabilities seized. |
Argued and proved correct liabilities. The total amount levied was refunded by the IRS. |
| Elderly widow discovered that there was an $80,000 lien filed against her. |
Executed innocent spouse relief. The assessment was vacated and the lien withdrawn. |
| Former partner of a partnership was assessed approximately $425,000 of trust fund recovery penalties arising from nonpayment of withholding taxes. |
Protested assessment and proved that partner not responsible. The full assessment was vacated. |
| Former partner of a partnership was assessed approximately $160,000 as a responsible person arising from nonpayment of sales taxes. |
Protested assessment and proved that partner not responsible. The full assessment was vacated. |
| Corporation was audited and deficiencies were found amounting to approximately $250,000 in additional tax owed. |
Petitioned the United States Tax Court and proved legitimate business expenses. Tax Court decision was filed with no deficiencies or addition to tax owed. |
| Former treasurer of a corporation was assessed approximately $187,000 of trust fund recovery penalties arising from nonpayment of withholding taxes. |
Protested assessment and proved that partner not responsible. The full assessment was vacated. |
| Former owner of an NY corporation was assessed approximately $1 million as a responsible person arising from nonpayment of sales taxes. |
The full assessment was vacated. |
| Executive was assessed for over $457,000 in back income taxes and accounts levied with all tax liabilities seized. |
Argued and proved correct liabilities. The total amount levied was refunded by the IRS. |
| Former partner of a partnership was assessed approximately $25,000 as a responsible person arising from nonpayment of sales taxes. |
Protested assessment and proved that partner not responsible. The full assessment was vacated. |
| Entity owed approximately $330,000 in back withholding taxes. |
Offer-in-compromise filed and accepted by the IRS for approximately $15,000. |
| Taxpayer assessed approximately $3.8 million over three years for back income taxes. |
Appealed assessment and proved that revenue agent made the assessments in error. Case was settled for approximately $2,500. |
| Former store manager was assessed approximately $140,000 as a responsible person arising from nonpayment of sales taxes. |
Protested assessment and proved that partner not responsible. The full assessment was vacated. |
| Corporation was audited and deficiencies were found amounting to approximately $750,000 in additional tax owed. |
Petitioned the United States Tax Court and proved legitimate business expenses. Tax Court decision was filed with a deficiency of approximately $22,000 of tax owed. |
| Taxpayer was assessed $75,000 in penalties. |
After showing reasonable cause for late filings, penalties were abated. |
| Taxpayer was assessed $55,000 in penalties. |
After showing reasonable cause for late filings, penalties were abated. |
