2022 Client Success Stories
NOVEMBER 2022: A new client who lived in another state, and never lived in Georgia, was assessed over $60,000 in back taxes by the Georgia Department of Revenue. I challenged the assessment legally, and supplied the DOR with incontrovertible proof of the client’s residence elsewhere and lack of taxable contacts with Georgia. The Department relented and conceded that our client now owes nothing! More proof that fighting back often gets good results.
AUGUST 2022: Our client received an assessment from the Internal Revenue Service for a complex series of transactions involving a foreclosure several years ago. Using a novel theory, along with a statute of limitations argument, I filed a Tax Court petition challenging the
government’s assessment. Today they agreed with me, and their full concession saved the grateful client over $90,000 in taxes.
JULY 2022: We just negotiated an Installment Agreement for a client that provides he will pay the Internal Revenue Service $1200 per month. However, the good news is that he owes them over $1 million, and all of it will go away completely when the statute of limitations expires next year.
JUNE 2022: I just finished a “Correspondence Exam” with the Internal Revenue Service on behalf of an individual client. After my first dispute letter, the Internal Revenue Service
reduced the tax bill from $96,000 to $13,000. Sometimes good results like this are easy to come by, but that can never be promised.
MAY 2022: After a client had been previously audited for 2015 and owed back taxes as a result, the Internal Revenue Service decided to audit his businesses for the years 2016 through 2018. After dealing with the Revenue Agent for over two years, mostly on a frustrating remote basis, we finally negotiated a final settlement to the examination where the client owed nothing! He is so thrilled that he told me he still cannot believe it.
MAY 2022: We are very proud to report that our client was granted a complete victory against the Georgia Department of Revenue. We conducted a full day trial in the Georgia Tax Tribunal, and challenged the Department’s claim that my client, who lived and worked in another country for over 10 years, owed income taxes to Georgia. The court found that even though the taxpayer owned property in this state, he did not live here or earn income here, and therefore was not liable for Georgia income taxes. I could not have been happier with the decision.
JANUARY 2022: My divorced client owed thousands of dollars to both the Internal Revenue Service and the Georgia Department of Revenue because her ex-husband had put several incorrect numbers on their joint tax returns for years. My client never saw or signed any of those returns, so therefore I submitted a Petition for Innocent Spouse Relief. After 51 weeks of waiting, we finally received a letter today from the Internal Revenue Service granting my client full relief from the taxes.