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Director of Legal Operations / Director of Legal Training
10 years of Experience
The client's 2015-2016 federal returns were examined by the IRS resulting in a $45,623 balance due across both years. J. David Tax Law appealed the exam through the United States Tax Court, which resulted in the balance being lowered to only $7,329 across both years, reducing the client's balance by $38,294.
The client was examined by the State of South Carolina for tax years 2016, 2017 and 2018, whereby the IRS issued a proposed balance of $68,408.85 across all three tax years. Through working the examination with the State of South Carolina, J. David Tax Law was able to reduce the assessment down to only $5,538 across all three years, saving the client $62,870.85.
The client had balances due to the IRS for tax years 2015, 2016 and 2017 totaling $23,145.28. J. David Tax Law submitted an Offer in Compromise to “settle” for a lowered amount of debt to be paid in full to satisfy the entire $23,145.28 balance. J. David Tax Law offered $100 as the settlement and presented support to demonstrate this was the maximum our client could afford to pay, both now and in the future. The offer was reviewed by the IRS and was ultimately accepted, saving the client $23,045.28.