J. David Tax Law Case Studies
Our law firm has helped clients save thousands and even millions of dollars from the IRS and state tax authorities. Every case we take on reflects our commitment to providing protection, professional representation, and peace of mind to our clients who are being aggressively pursued by Federal and State tax agencies. These outcomes speak for themselves why J. David Tax Law is the nation's leading tax debt resolution law firm.
Our law firm has helped clients save thousands and even millions of dollars from the IRS and state tax authorities.
Featured Client Wins
Anonymous
Offer in Compromise
The client had submitted an offer in compromise on a $1.2 million debt. The IRS rejected the offer and determined that the client could fully pay. J. David Tax Law appealed the rejection. Through that appeal, the IRS agreed to compromise the $1.2 million debt for only $60,300. This outcome represented a savings of over 95% for the client.
Amount Saved
$1,140,000
Anonymous
Offer in Compromise
The client had balances due to the IRS for tax years 2015, 2016 and 2017 totaling $23,145. 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.
Amount Saved
$23,045
Anonymous
Penalty Abatement
Ryan has a state penalty abatement case that highlights the importance of following the correct procedures to ensure that a form of relief that the client would otherwise be entitled to gets approved. Without knowing the correct procedures and holding the state accountable to applying the payments correctly, the penalty abatement requests would have continued to get rejected.
Amount Saved
$150,888
Settling Tax Debt for a Fraction of What’s Owed
$1,500
Offer Amount Accepted
Total Debt: $60,000
Debra K.
$100
Offer Amount Accepted
Total Debt: $57,000
Ian M.
$1,000
Offer Amount Accepted
Total Debt: $88,000
Nicholas G.
$100
Offer Amount Accepted
Total Debt: $83,000
Eryka A.
$80
Offer Amount Accepted
Total Debt: $32,000
Deseree W.
$1,074
Offer Amount Accepted
Total Debt: $38,000
Dennis J.
$2,500
Offer Amount Accepted
Total Debt: $43,000
Anthony C.
$25
Offer Amount Accepted
Total Debt: $40,000
Tommy B.
$21,000
Offer Amount Accepted
Total Debt: $302,401
Valerie B.
$60,300
Offer Amount Accepted
Total Debt: $1,622,404
Kenneth J.
$157
Offer Amount Accepted
Total Debt: $10,000
Chris A.
$168
Offer Amount Accepted
Total Debt: $30,000
Heather N.
Millions Saved For Our Clients & Counting
The Outcomes That Make Us Trusted by Thousands
Anonymous
One of our clients engaged our services facing a substantial liability with the State of New York. The state had assessed taxes totaling $917,667 for the years 2015 through 2017. The client, a non-U.S. citizen living overseas, was understandably alarmed by the situation. He had not been a U.S. resident for over a decade and could not understand how New York had assessed him. Despite previous attempts to resolve the issue directly with NY Audit Group 15, his requests were denied and the assessments were sustained.
Though he resided abroad, the client held considerable investment assets in Minnesota, increasing his concern that New York might issue a levy and jeopardize those holdings. NY maintained that W-2 income reported during the assessment years triggered a filing requirement, asserting the income was sourced to New York. However, the W-2s had been issued in North Carolina while the client was living and working overseas.
Upon further investigation, we discovered the source of confusion: the client’s E*TRADE account still had a New York mailing address on file—left over from when he lived there in 2008. This contributed to the erroneous state residency assumption.
We initially received the same pushback from Audit Group 15 regarding the W-2 income. However, we persisted and provided documentation confirming the client’s overseas residence and employment. We also had tax professionals prepare non-resident returns using official wage and income transcripts from the IRS.
Eventually, Civil Enforcement reviewed our documentation, noted the issue, and placed a hold on the account. This led to a referral to a helpful contact, Chris, at Audit Group 15. Chris took the time to understand the case and agreed to assist. He provided his direct fax line and requested all relevant documents, including the newly prepared non-resident returns, proof of foreign residence, rent records, and the client’s formal renunciation of U.S. citizenship.
While the case was being reviewed, we worked diligently to maintain communication with the client despite challenges due to the time difference and international logistics. Securing signed documents was often difficult, and we had to help ease his anxiety throughout the process, particularly regarding his Minnesota investments.
After a few months, New York confirmed that the non-resident returns—demonstrating no New York-sourced income—were accepted. The full balance was abated, and the case was resolved favorably
Amount Saved
$917,667
Porsha
She also used his vendor accounts for supplies so she had little/no access to those accounts to retrieve records. Further, the client was not issuing 1099-NECs for the contract labor she hired. Bookkeeping attempted to create P&L based on the business account but the numbers did not support the expenses claimed on the Schedule C.
We initially disputed the final report via tax court petition to allow the client more time to retrieve records; the case was assigned to an appeals officer. The AO initially wanted us to provide additional records to send back to the RA for an initial review, however, we were ultimately unsuccessful in obtaining more records. After numerous requests for extensions to gather records, the appeals officer requested a conference to go over what documents we had so far to determine the next steps. I forwarded the 2021 bank statements, general ledgers, my 2021 assessment proposal based on the market research used to determine reasonable expenses, and the market research report for reference. The AO agreed to review the market research report to see if it could be used for a settlement calculation for both years. After her review, the AO ended up allowing all expenses for 2020 and 2021 Schedule Cs except for the supplies which she adjusted down to the market research report percentage. She eventually agreed to waive the accuracy related penalties due to the client’s health circumstances some years prior.
The AO’s application of the market research report resulted in significantly reduced adjustments of $247,560.00 for 2020 and $304,301 for 2021 and saved the client almost $600k in increased taxes and penalties.
Amount Saved
$551,861
Anonymous
Amount Saved
$38,294
Anonymous
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 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.
Amount Saved
$62,870
Anonymous
Amount Saved
$400,000
Anonymous
Amount Saved
$78,285
- IRS Negotiation
Anonymous
Amount Saved
$282,300
Anonymous
Amount Saved
$182,000
Timothy Hergert
Amount Saved
$88,594
Greggory Berenato
Amount Saved
$126,000
Anonymous
Our client was assessed $75,111 by the State of North Carolina under the unauthorized substance tax. The assigned agent stated that if the client had responded within 45 days of the notice, he could have entered into a settlement agreement. However, because the client did not respond in time, the agent was only willing to waive $20,000 in penalties.
The client was living with his parents, recently married, and had a newborn child. With limited income, he submitted an offer in compromise for $1,000. The state reviewed the offer and countered with a settlement of $1,585.23. The client accepted the offer, resulting in a savings of $73,526.
Amount Saved
$73,526
Dorothy Boiter
Our client had recently lost her husband and owed approximately $11,000 to the state. She had about $2,000 to her name and was surviving solely on Social Security income. Her financial records reflected a genuine hardship—her bank statements showed only essential spending on utilities and groceries, not the kind of discretionary spending that often complicates hardship claims. She owned a nearly paid-off home and a fully paid-off truck, which made a traditional offer in compromise inapplicable, and she couldn’t afford a payment plan.
After consulting with Chris Helms, he submitted a request to Accounts Receivable for special consideration. We provided a hardship letter along with the client’s bank statements as supporting documentation. The request was approved, and the state accepted $200 as a full resolution of the $11,000 liability.
This case highlights how key contacts within the state can make a difference when clients fall outside standard resolution criteria.
Amount Saved
$10,800
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