From a $114,000 Tax Crisis to a $6,500 Fresh Start

Facing a massive tax bill is more than just a financial burden; it’s an emotional weight that can paralyze a business. Recently, our firm worked with a local construction subcontractor who found himself in exactly that position.

This success story illustrates how our Attorney + CPA team approaches tax resolution differently than traditional firms.

The Challenge: A Business on the Brink

Our client was a dedicated contractor who had built a successful business over many years. However, a series of contract disputes led to a severe cash flow crisis, causing him to fall behind on both payroll and personal income taxes.

By the time he walked into our office, the IRS had issued a Final Notice of Intent to Levy. He was weeks away from having his bank accounts frozen and his essential work

equipment seized—a move that would have ended his business and his livelihood.

When your business is on the brink, you need a safety harness that understands both the law and the math.

The "Dual-Perspective" Strategy

While many "tax relief" companies simply fill out basic forms, we utilized our unique dual-lens approach to build a defense:

1. The Forensic CPA Review: Our CPA team performed a deep dive into the client's financial records. We discovered that the IRS’s initial assessment had significantly overvalued the business's equipment and failed to account for the mandatory reinvestment costs required to keep the business operational. We recalculated his Current Monthly Disposable Income using IRS-allowable standards that reflected his true ability to pay.

   
   

2. The Legal Advocacy: Simultaneously, our Attorney filed for an immediate stay of the levy. We argued the legal case for "Doubt as to Collectibility," proving to the IRS that forcing the client to pay the full amount would cause irreparable economic hardship and ultimately result in the IRS collecting less over time.

The Result: A Fresh Start

Because we presented a case backed by both airtight accounting and legal precedent, the IRS accepted our Offer in Compromise.

• Total Debt Owed: $114,000

• Settled For: $6,500

• Total Savings: $107,500

The client satisfied his entire debt for less than 6% of the original balance. Today, his business is thriving, his equipment is secure, and he is back to focusing on his craft rather than his mail.

Is an Offer in Compromise Right for You?

Not everyone qualifies for a settlement this dramatic, but every taxpayer has the right to a fresh start. If you are facing a levy or an overwhelming IRS balance, you need a team that understands both the math and the law.

Anonymity & Confidentiality Disclaimer: To protect the privacy of our clients and comply with professional ethical standards, all names and identifying specific locations have been changed. While these results are based on actual cases handled by our Attorney and CPA team, they do not guarantee a specific outcome for your unique tax situation. Every case is evaluated based on its own merits under IRS guidelines.