Success stories

 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. 

 Represented a regional homebuilder to appeal IRS Notice pertaining to the Employee Retention Credits claimed by the company. Successfully appealed IRS disallowance and company was able to keep 100% of the ERCs in question.  

 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. 

Represented a Software-as-a-Service (SaaS) company in claiming the Research & Development Tax Credit for the first time in the company's history. Successfully identified, documented and substantiated claims worth over $200,000. 

 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.  

 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.