Recent Legal Cases

Client retained us after an irs audit concluded. The audit resulted in a proposed assessment of $86,679 in tax and $17,335 in penalty. We filed a tax court petition and represented clients throughout the tax court process. Ultimately we reached...

Tax Court Settlement – Client retained our firm after the IRS had issued its final audit report. The audit report assessed additional taxes of $70,736. In addition, the IRS assessed a Fraud Penalty of $53,052 – without interest a total of $123,788. We...

Innocent Spouse Relief granted through Tax Court – Client filed return jointly but after husband passed away. Unknown to Client, her husband had received taxable funds from his pension. The IRS wanted to assess additional taxes against our Client for...

The Franchise Tax Board audited our clients and claimed the Schedule C Self-Employment was a “hobby” and thus the losses claimed on the original returns were not allowable. The FTB sought over $748,000 in additional taxes.Our firm appealed the...

Recent 9th Circuit Case Helpful to Non-Married Homeowners Legal Cases Of Note Schedule Your Free Consultation To schedule your FREE consultation, please contact us toll free 1-888-TAX-EXIT or submit an inquiry. Legal Cases Of Note San Francisco...

Our client had previously filed bankruptcy through another bankruptcy law firm. The purpose of the bankruptcy was to discharge over $350,000 in taxes. However, after the bankruptcy was completed the IRS continued to collect the taxes. Our firm...

In 2014 we saved our client’s over $11 million through our Offer in Compromise representation before the IRS, California Franchise Tax Board, and California Employment Development Department. In forgiveness of $11.098 million in taxes, penalties and...

Our client was the CEO of a multi-million dollar company in the mid-2000’s that ultimately failed. The California Board of Equalization (“BOE”) sought to assess a Responsible Person Trust Fund Recovery Penalty against our client...

Our clients, small business convenience store owners with 2 locations, initially handled an IRS audit on their own. The IRS’ final audit report reflected a total balance due of $129,822. Since the taxpayers did not agree with the IRS’ audit...

We successfully reached an $88,000 lawsuit settlement with Chase Bank for wrongful foreclosure on our clients’ home. The initial lawsuit was filed as part of our clients’ Chapter 13 bankruptcy case.Equally important, the Bankruptcy Judge...

In 2013 we successfully eliminated over $6.1 million in tax debt for our clients through Offer in Compromise settlement negotiations with the Internal Revenue Service, Franchise Tax Board, Employment Development Department, and State Board of...

Successfully reached settlement with IRS Audit Appeals to allow for late-election to group rental properties. The settlement allowed our Clients to claim their rental property losses as a non-passive activity, thereby allowing the losses to...

Successfully reversed an IRS Trust Fund Recovery Penalty assessment against the former President of a Bay Area construction company. The IRS had administratively assessed the Trust Fund Recovery Penalty against our client for payroll taxes owed...

Our firm successfully argued for innocent spouse relief on behalf of our client, saving her principal residence from IRS seizure and saving over $190,000 in personal income tax. The IRS sued our client in the United States District Court,...

We successfully argued in bankruptcy court that the Internal Revenue Service (“IRS”) violated the bankruptcy code’s automatic stay provision by continuing to levy the taxpayer’s bank account despite the bankruptcy filing. The bankruptcy judge’s...

Before the United States Tax Court, successfully represented taxpayers against the Internal RevenueService. The judge agreed that our clients were not responsible for the 20% accuracy-related penalty the IRSwished to assess for tax years 2007...