Offer in CompromiseRetired Teacher Finds a Path Through Old Tax Debt
$48,200 → $6,200Settled · 87.1% reduced
Client Case Studies
How our team approached 60 different IRS problems — settlements, penalty abatement, payment plans, hardship status, liens and levies, and incorrect assessments.
Showing 60 of 60 case studies
Offer in Compromise
Offer in CompromiseRestaurant Closure Leaves Owner With a Tax Balance
$91,500 → $14,300Settled · 84.4% reduced
Offer in CompromiseSingle Parent Faces Years of Unpaid Income Taxes
$37,600 → $4,900Settled · 87% reduced
Offer in CompromiseIndependent Designer Seeks Resolution After Losing Clients
$64,200 → $10,800Settled · 83.2% reduced
Offer in CompromiseOlder Couple Addresses Tax Debt After Downsizing
$72,300 → $18,000Settled · 75.1% reduced
Offer in CompromiseConstruction Worker Recovers From a Long Layoff
$55,800 → $7,900Settled · 85.8% reduced
Offer in CompromiseCaregiver Confronts Debt After Leaving Full-Time Work
$29,600 → $3,600Settled · 87.8% reduced
Offer in CompromisePhotographer Rebuilds Income After Studio Closure
$84,300 → $12,500Settled · 85.2% reduced
Offer in CompromiseDelivery Driver Resolves Back Taxes After Earnings Decline
$41,400 → $5,300Settled · 87.2% reduced
Offer in CompromiseFormer Sales Executive Settles Liability After Career Change
$109,500 → $26,500Settled · 75.8% reduced
Penalty AbatementFamily Emergency Leads to a Penalty Review
$7,400 removedPenalties abated on a $23,100 balance
Penalty AbatementStorm Damage Interrupts a Small Firm's Filings
$6,300 removedPenalties abated on a $18,400 balance
Penalty AbatementFirst-Time Filing Misstep Creates Added Costs
$3,000 removedPenalties abated on a $12,600 balance
Penalty AbatementHospitalization Complicates Tax Compliance
$9,700 removedPenalties abated on a $31,500 balance
Penalty AbatementNew Parent Corrects a Missed Deadline
$3,400 removedPenalties abated on a $14,700 balance
Penalty AbatementRecords Lost in a Building Fire
$12,600 removedPenalties abated on a $42,700 balance
Penalty AbatementBank Processing Error Triggers Deposit Penalties
$10,300 removedPenalties abated on a $38,900 balance
Penalty AbatementIncorrect Advice Results in a Penalty Dispute
$5,800 removedPenalties abated on a $26,900 balance
Penalty AbatementMilitary Relocation Disrupts Records and Notices
$5,200 removedPenalties abated on a $19,200 balance
Penalty AbatementSmall Business Owner Reestablishes Filing Compliance
$7,900 removedPenalties abated on a $35,200 balance
Installment AgreementElectrician Converts IRS Balance Into a Monthly Plan
$650/moPayment plan on a $46,800 balance
Installment AgreementNurse Stops Falling Behind With Scheduled Payments
$420/moPayment plan on a $29,300 balance
Installment AgreementTruck Driver Replaces Collection Notices With a Plan
$1,200/moPayment plan on a $81,400 balance
Installment AgreementNewly Divorced Taxpayer Creates a Repayment Schedule
Monthly planPayment plan on a $17,600 balance
Installment AgreementLandscaper Aligns IRS Payments With Seasonal Revenue
$780/moPayment plan on a $52,500 balance
Installment AgreementEngineer Handles Unexpected Capital-Gains Tax
$1,050/moPayment plan on a $68,400 balance
Installment AgreementTeacher Addresses Withholding Shortfall
$240/moPayment plan on a $13,800 balance
Installment AgreementMechanic Reorganizes Debt After Shop Expansion
$1,650/moPayment plan on a $97,500 balance
Installment AgreementReal Estate Agent Stabilizes a Variable-Income Budget
$500/moPayment plan on a $34,700 balance
Installment AgreementRetail Manager Sets Up Predictable IRS Payments
$360/moPayment plan on a $22,400 balance
Currently Not CollectibleSenior on Fixed Income Receives a Collection Pause
Collections pausedHardship status on a $38,900 balance
Currently Not CollectibleInjured Warehouse Worker Obtains a Temporary Pause
Collections pausedHardship status on a $47,200 balance
Currently Not CollectibleSingle Mother's Reduced Hours Prompt Hardship Review
Collections pausedHardship status on a $26,400 balance
Currently Not CollectibleVeteran With Limited Income Seeks Breathing Room
Collections pausedHardship status on a $61,300 balance
Currently Not CollectibleSmall Business Closure Creates Immediate Hardship
Collections pausedHardship status on a $58,900 balance
Currently Not CollectiblePart-Time Care Worker Avoids an Unaffordable Payment
Collections pausedHardship status on a $19,300 balance
Currently Not CollectibleOlder Contractor Faces Income Interruption
Collections pausedHardship status on a $77,400 balance
Currently Not CollectibleRecently Unemployed Analyst Requests Temporary Hardship Status
Collections pausedHardship status on a $44,100 balance
Currently Not CollectibleParent Caring for Disabled Child Faces a Tax Balance
Collections pausedHardship status on a $32,700 balance
Currently Not CollectibleRenter With Limited Retirement Funds Receives a Pause
Collections pausedHardship status on a $25,100 balance
Lien or Levy ResolutionHome Seller Seeks a Federal Tax Lien Discharge
Lien / levy addressedOn a $96,500 liability
Lien or Levy ResolutionBusiness Owner Requests Withdrawal of a Filed Lien Notice
Lien / levy addressedOn a $38,200 liability
Lien or Levy ResolutionWage Levy Creates an Immediate Household Emergency
Lien / levy addressedOn a $41,700 liability
Lien or Levy ResolutionContractor Resolves a Bank Levy Dispute
Lien / levy addressedOn a $69,200 liability
Lien or Levy ResolutionRetired Couple Coordinates a Home Sale With the IRS
Lien / levy addressedOn a $128,000 liability
Lien or Levy ResolutionProfessional Seeks Lien Subordination to Refinance
Lien / levy addressedOn a $58,400 liability
Lien or Levy ResolutionPayroll Manager Challenges an Improper Levy Amount
Lien / levy addressedOn a $27,900 liability
Lien or Levy ResolutionShop Owner Prevents a Levy Through a Collection Agreement
Lien / levy addressedOn a $104,000 liability
Lien or Levy ResolutionWidowed Homeowner Requests a Lien Withdrawal Review
Lien / levy addressedOn a $33,600 liability
Lien or Levy ResolutionConsultant Addresses a Third-Party Levy
Lien / levy addressedOn a $49,800 liability
Assessment CorrectionMissing Business Expenses Lead to an Inflated Assessment
$58,200 → $21,400Assessment corrected · 63.2% lower
Assessment CorrectionIdentity Theft Creates an Unfamiliar Tax Liability
$73,400 → $0Assessment corrected · 100% lower
Assessment CorrectionRetirement Distribution Reporting Is Reconciled
$44,700 → $19,200Assessment corrected · 57% lower
Assessment CorrectionDuplicate Income Reporting Is Corrected
$36,900 → $12,300Assessment corrected · 66.7% lower
Assessment CorrectionDependent Claim Dispute Receives a Documented Review
$18,700 → $7,400Assessment corrected · 60.4% lower
Assessment CorrectionSmall Retailer Reconciles Misclassified Deposits
$92,600 → $35,800Assessment corrected · 61.3% lower
Assessment CorrectionStock Basis Records Reduce an Incorrect Tax Bill
$51,300 → $16,900Assessment corrected · 67.1% lower
Assessment CorrectionCancelled Debt Reporting Requires a Closer Look
$28,400 → $9,600Assessment corrected · 66.2% lower
Assessment CorrectionEmployee Classification Dispute Changes the Assessment
$67,200 → $29,300Assessment corrected · 56.4% lower
Assessment CorrectionPrior-Year Payment Is Traced to the Wrong Account
$22,500 → $1,800Assessment corrected · 92% lower
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Names have been changed and photos are representative stock images used to protect client privacy. Each case describes an individual situation. Eligibility and outcomes depend on each taxpayer's circumstances, are not typical or guaranteed, and past results do not predict future outcomes.