Case Results
Measured, Defensible Outcomes in High‑Stakes Tax Matters
The firm’s work is built on disciplined analysis, thorough documentation, and persistent advocacy—especially when the IRS process becomes difficult or inconsistent. Below are representative case narratives illustrating the types of results we pursue for clients.
IMPORTANT
How to Read These Outcomes
Each matter is unique and results depend on the facts, documentation, and the IRS or state agency involved. Past results do not guarantee future outcomes. For privacy, identifying details have been removed or generalized.
Looking for a second set of eyes? We frequently work alongside CPAs, EAs, and attorneys as counsel on complex controversy matters.
Business Income Tax • Amended Return Processing
$237,831.78 Saved After IRS Failed to Recognize an Amended 1120X
Federal Form 1120/1120X
Revenue Officer negotiations
Installment Agreement
IRS processing correction
Time to Resolution
3 years, 9 months
Outcome
Final balance under $1,300 (paid off the next month)
Estimated Savings
$237,831.78
What started as an overwhelming and completely incorrect IRS balance turned into a nearly four-year battle that this firm never walked away from. The client came to us with a very high, completely incorrect balance due tied to the original filing of federal Form 1120. He had an amended return (Form 1120X), but the IRS never recognized it as filed.
After deeper analysis, we confirmed the liability would be reduced to almost nothing if the amended return was properly filed and processed. We prepared and filed the amended return in November, then spent two years being redirected across IRS departments and offices. Even after the amended return processed, we were told the balance due was over $200,000.
Before the return could properly process, a Revenue Officer was assigned. We met IRS deadlines, completed a financial analysis, and negotiated an Installment Agreement for $2,000 per month. The Revenue Officer requested the return to expedite processing. Soon after the installment agreement was established, the return processed correctly. The balance due dropped under $1,300 and was paid off the following month.
After 3 years and 9 months of relentless advocacy and direct negotiation, the liability was proven wrong. The result: a final balance under $1,300 and $237,831.78 saved.
Offer in Compromise • Individual Tax Debt
Offer in Compromise Approved After a Returned Filing and Multiple IRS Information Demands
Returned OIC resolved
Expense substantiation
Debt verification
IRS financial analysis
Time to Resolution
3 years, 4 months
Outcome
Offer in Compromise accepted after review (amount increased during review)
Estimated Savings
$124,979.78 (over 95% of liability)
We filed an Offer in Compromise (OIC) that was returned because the IRS did not recognize that the client had filed the most recent year’s tax return. Over 3 years and 4 months, we stood by the client through repeated IRS setbacks, escalating documentation demands, and additional financial information requests.
When the IRS challenged expenses, disallowed secured debts, and required further verification, disciplined documentation and experienced advocacy kept the case moving. Despite the offer amount increasing during review, the matter was resolved successfully—saving the client $124,979.78, more than 95% of her IRS liability.
Reasonable Cause • Penalty Abatement
Full Penalty & Interest Abatement for an Elderly Taxpayer in Memory Care
IRS & TAS Collaboration
Multiple denials & appeals
Family POA support
Compassionate advocacy
Time to Resolution
3 years, 8 months
Outcome
Full abatement of penalties and interest across applicable periods
Estimated Savings
$68,378.35
For 3 years and 8 months, we served as steady advocates for a vulnerable family pursuing a Reasonable Cause Penalty Abatement for husband and wife taxpayers.
He had passed away years earlier after dementia. She remained alive in a memory care facility and could barely remember her children. A family friend held medical Power of Attorney and worked closely with our team through multiple abatement requests, denials, and appeals.
Working directly with the IRS and the Office of the Taxpayer Advocate, we pursued relief through sustained negotiations until penalties and interest were fully abated across all applicable tax periods—saving $68,378.35 and bringing long-overdue closure.
Offer in Compromise • Hardship / Non‑Collectible Circumstances
Federal Tax Debt Settled for $1 After Restarting a Returned OIC and Locating a Missing Client
Returned OIC restarted
Extended examiner coordination
Hardship documentation
State OIC accepted
Time to Resolution
4 years, 5 months
Outcome
IRS accepted OIC for $1; state OIC accepted with no additional payments
Estimated Savings
Debt resolved for $1 (fresh start achieved)
Over 4 years and 5 months, we remained committed to a client facing immense personal and financial challenges. An initial Offer in Compromise (OIC) was returned due to a technicality, requiring a restart and another 18-month review process.
During the case, the client struggled with substance abuse and relapsed. When the file was finally assigned, neither our office nor the client’s family could locate him, and timely IRS responses were critical. The client had no income and no expenses; he managed his mother’s rental properties in exchange for limited prepaid-card support.
The Offer Examiner kept the file open long enough for us to locate the client and supply the documentation needed to complete the process. The resolution was exceptional: the federal tax debt was settled for $1. After approval, we submitted a state OIC, which was accepted with no additional payments required. The client can now focus on rebuilding his life.
Complex Federal Filings • Penalty Abatement Appeal
Over $19,000,000 in Penalties Abated After Multi‑Year Filing Software Failures
Per-employee/period penalties
Third POA engagement
Formal appeal granted
Software fault proven
Time to Resolution
1 year, 7 months
Outcome
Appeal granted for all periods; IRS agreed penalties were caused by software, not the company
Estimated Savings
Over $19,000,000
A client came to us with technology issues impacting very specific federal filings. Under the governing rules, late filings triggered both per‑period and per‑employee penalties, and the forms had not been filed for multiple years. We were at least the third Power of Attorney engaged to address the issue.
We filed a Reasonable Cause Penalty Abatement request, which was rejected. We then filed a formal appeal, which was granted for all tax periods in question. After 1 year and 7 months, the IRS agreed the penalties resulted from the company’s software—not the company’s actions—saving the client over $19,000,000 and preventing catastrophic exposure.
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