IRS Disputes

IRS DisputesOur office handles a variety of income tax issues. The information below is intended to provide you with some basic information about the services we provide, and what you can expect when you retain our office. This information is not intended as legal advice, and you should speak with an attorney before determining what you should do.

It is imperative when choosing a professional to handle your tax issue, that the person who is working on the file actually has experience in that field. I am certified to practice in Tax Court, and routinely handle tax disputes for clients. When you retain our office, you can be assured that an attorney is analyzing your file and speaking to the IRS on your behalf. While assistants are helpful, they should not be making qualitative decisions about how to strategically handle your tax problems. So, before choosing the right team, ask lots of questions about the individuals who will be working on your tax matter.

The Myths about Reducing your Tax Liability

MythsHow many times have you heard on the radio promises about reducing your tax liability by thousands upon thousands of dollars? The truth is that when you do not file your returns, the IRS, in many instances, files "substitute returns". They create a return that has what they think reflects what you made that year. However, the substitute return usually does not allow your exemptions and deductions. So, the value determined by the IRS is typically a lot higher than what it should be. When you file your original return, your tax bill can immediately go down. So, be mindful of those promises – if it means that someone simply filed the original returns, that action by a tax professional is not really doing anything out of the ordinary in getting those taxes reduced. Our office works with a CPA who prepares the original returns for filing so that the IRS has an accurate reflection of what is owed. So what's next?

Installment Agreement

Tax AgreementAfter you have an accurate picture of what you owe, you now need to figure out how you are going to pay that amount. Most people cannot pay in full, so there are different avenues that we look at to determine the best solution for these problems. One avenue is an installment agreement (IRS Form 9465). First, you fill out the Form 433A (Individuals) Form 433B (Businesses). This form asks questions about your expenses and assets; once we provide this information to the IRS, they have a complete picture of your financial ability to pay. Then, we work towards getting that installment agreement with the IRS for you to pay a monthly amount until the debt is paid. Each case is different, and sometimes we have to take an appeal to get an agreement that is workable for you. The IRS wants to collect as much as they can, but you need an agreement that allows you to meet your other monthly financial obligations. We work very hard to make sure that installment agreement does not harm you financially.

Offer in Compromise

Offer in CompromiseSo you heard that there is a way to get your taxes paid off by submitting an Offer in Compromise? Well, the IRS has strict rules about accepting an Offer in Compromise. There are limited situations that apply and the IRS considers your ability to pay, your income, expenses and asset equity in determining whether or not to grant an Offer in Compromise. There are also some situations where there is a doubt as to the liability of the debt that may allow an Offer in Compromise to get approved. There are also fees associated with an Offer in Compromise, so it is a good idea to speak to a qualified professional in determining whether or not an Offer in Compromise is the right decision for you. Our office can assist you with this.

Notice of Intent to Levy

Notice of Intent to LevyThe most important thing to remember in any tax matter is not to ignore the problem. Penalties and interest accrues daily, so, the sooner we start to tackle the problem, the better. When the IRS sends you the Notice of Intent to Levy, they are poised to take action against you. Specifically, they intend to issue a levy against any federal payments due to you, such as contractor/vendor payments, certain retirement benefits, SSA benefits, salary, or employee travel advances or reimbursements. Also, property such as real estate, automobiles, business assets, bank accounts, wages, commissions, and other income are also subject to levy. The IRS may file a Federal Tax Lien against you. If you have received this notice from the IRS, or if they have already begun to garnish your wages or put a lien on your property, then you need to talk to a professional right away. Having a garnishment on your wages removed is very difficult, and you want to avoid it if at all possible.

Request for Abatement

Request for AbatementSometimes we have situations in our lives that are unavoidable, i.e., a hurricane hits, a sickness takes over, or there is some other situation that takes over our ability to either handle our affairs, or to timely make tax payments. IRS Form 843 can help you reduce your overall liability to the IRS by claiming that you are entitled to an abatement of the penalties and interest. You are required to fill out this form for each year that you are requesting the abatement. If you are denied the request, you cannot request it again for the same tax year. Our office has seen success with this request, and has had significant penalties and interest reduced. Each situation is different, however, and you should seek advice before determining to apply to the IRS for abatement.

Tax Court

Tax DeviceIn some instances we may recommend filing in Tax Court. This is frequently the choice of "last resort". You do not want to have to use this option unless every other option has been exhausted, without success. Our office has good results in dealing with the IRS and having the taxes lowered without the necessity of Tax Court. However, we will file in Tax Court if it is necessary to preserve a client's rights.

You can expect from our office aggressive tax representation. You can also expect honest dealings and a truthful analysis regarding a tax problem. We do not charge excessive amounts to prepare forms that go to the IRS; we only bill the actual time that we spend preparing the forms. When choosing a tax professional, I recommend asking them how much they charge per form. Do a comparative analysis from one office to another before making a decision about what team is best for your tax problem. Our office provides to our clients a detailed summary of all the work charged, and you can take comfort in knowing that we do what we say we do. We are ready to handle your tax problem for you, and ready to give you the peace of mind in knowing it is in capable hands that will aggressively tackle it and assist you to bring the matter to a resolution.

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10707 Corporate Drive, Suite 100 Stafford, TX 77477

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