Success stories

Failure to Report Income Settlement

Employee Retention Tax Credit for Restaurants

Represented a client who failed to report approximately $45 million over an eight-year period. The State of Georgia initiated an investigation into this matter — all state criminal tax charges were avoided.

Employee Retention Tax Credit for Restaurants

Represented a regional restaurant chain to obtain Employee Retention Credits for each location. Completed all eligibility checks, filing requirements and tracked refund status for client.

Federal Offer in Compromise

Employee Retention Tax Credit for Restaurants

ERTC for Physical Therapy Practice

Represented a client who failed to pay income taxes that resulted in an over $15 million tax liability. Using a Federal Offer in Compromise, negotiated a settlement of $4.5 million.

ERTC for Physical Therapy Practice

Innocent Spouse Relief for Tax Liability

ERTC for Physical Therapy Practice

Represented a Physical Therapy practice to obtain an Employee Retention Tax Credit. Secured $7.5 million cash credit from the IRS.

State Sales Tax Controversy Settlement

Innocent Spouse Relief for Tax Liability

Represented a client in the entertainment industry for whom the State of Georgia had assessed sales taxes in excess of $1 million. Successfully persuaded the state to cancel the assessments, saving the client over $1 million.

Innocent Spouse Relief for Tax Liability

Negotiated a Request for Innocent Spouse Relief on behalf of a client who was recently divorced to secure a reduction of her tax liability in excess of $380,000.