Testimonials

Success stories are most often a result of the client's situation as it relates to the type, age and filing status of a tax debt. We would love to discuss our client's stories; however, a success is most relevant when the facts of that case match the facts of your case.

However, we do want to offer some situations where we feel our ability positively impacted the taxpayer's quality of living:

Abatement of $22,000 of penalties for a taxpayer. The taxpayer used his diagnosed medical illness as the basis for the penalty abatement. The diagnosed illness was clinical depression. This taxpayer is a high net worth individual. We then got a second mortgage on his house and full paid the base taxes that were owed.
Settled a $270,000 debt for a $90,000 installment agreement. This payment plan gave the taxpayer a manageable payment plan. This particular taxpayer has a home that is paid for free and clear. The goal of the taxpayer was to keep the home so that his extremely ill spouse does not have to move. We protected the asset and resolved the client’s tax problem.
Accepted Offer in Compromise, settling a $365,000 tax debt for $12,000. This case required Tax Matters Solutions to file 10 years of returns and correct returns that were filed incorrectly. The correct returns reduced the tax debt from $365,000 to $125,000 and we had not even begun to negotiate. We then filed an Offer in Compromise with the $12,000 to be paid at $100 per month over the remaining life of the collection statute.

We consider these cases success stories because the facts and circumstances are extremely different. We had to work to protect the taxpayer's rights and attempt to achieve the goals of the taxpayer. Please contact us so that we can add your case to our success story list.