Recent Court Cases

  • A young, unemployed, divorced, female client finally received Innocent Spouse Relief in excess of $70,000. It was a complicated multi-year process. Full relief for three years was granted through a Request for Innocent Spouse. Because the circumstances were somewhat different for one year, full relief for that fourth year was finally granted–after a petition to the United States Tax Court and an aggressive presentation of her case.
  • V****** v. Commissioner.  Original Tax Liability: $118,647.  Stipulated Decision: No tax deficiency.
  • M****** v. Commissioner.  Notice of Deficiency for year 2003: $740,766.  Stipulated Decision: Balance due of $5,674 including penalties/interest.
  • D*** v. Commissioner.  Original Notice of Deficiency: $ 247,519.  Stipulated Decision: No tax liability.
  • M****** v. Commissioner.  Original Notice of Deficiency for year 2002: $521,239.  Stipulated Decision: No tax liability.
  • L***** v. Commissioner.  Original Notice of Deficiency: $8,450.  Stipulated Decision: No tax liability.
  • F***** v. Commissioner.  Original Notice of Deficiency: $31,715.  Stipulated Decision: Balance due $683 including interest.

EXAMS & AUDITS

Exams & Audits

  • Notice of Tax Due: $440,218.  IRS decision after representation at Exam: Taxpayer received refund of $850.

COMPROMISE OFFERS WITH IRS

Offers in Compromise

  • Total Taxpayer/Spouse Liability: $110,000.  Offer in Compromise accepted for $200.
  • Total Taxpayer Liability: $225,000.  Offer in Compromise accepted for $5,000.
  • Total Taxpayer Liability: $34,732.  Offer in Compromise accepted for $661.
  • Total Taxpayer Liability: $11,665.  Offer in Compromise accepted for $100.
  • Total Taxpayer/Spouse Liability including foreign income: $46,561.  Offer in Compromise accepted for $1,700.
  • Total Taxpayer Liability: $57,000.  Offer in Compromise accepted on Appeal for $1,170.