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Recent Success Stories
August 9, 2013
Today, we are taking the opportunity to share some of our success stories from this past month. The following list is not all inclusive, and of course, the results here do not guarantee success for anyone else as the facts and circumstances of each case are unique.- We reduced a client’s assessed tax liability $151,000 by filing an amended tax return. The IRS assessed their liability based on the sale of multiple homes that were not reported on the original return.
- We reduced another client’s tax liability $187,000 through the acceptance of an offer in compromise.
- We reduced yet another client’s assessed tax liability $72,000 by filing an amended return. The IRS assessed their liability based upon stock sales that were not reported on the original return. Some of the sales involved mutual funds dating back to the early 1990’s. We were able to convince the IRS that our basis calculation was correct and that the assessed liability was in error.