Recent Legal Cases
Penalty Abatement
Our client, a retired doctor, failed to file tax returns for many years due to suffering from dementia. Our client’s son contacted us to help. We were able to prepare all the past due tax returns for our client and requested the irs abate the...
read more2017 Offers in Compromise
Saved taxpayers $9.558 million in total taxes through offer in compromise programs, with clients paying on average 10 cents on the Dollar. The gross figure is another new record for the firm. Legal Cases Of Note Schedule Your Free Consultation...
read moreCriminal Investigation Case Resolved
Client came to us after IRS criminal investigation division (cid) contacted him and had opened up an inquiry into his last 6 years’ tax returns. We represented the client before IRS cid. And while not necessarily a common result, IRS cid agreed...
read moreAudit Successfully Resolved
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...
read moreInnocent Spouse & Tax Court Case
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...
read moreInnocent Spouse & Tax Court Case
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...
read moreJanuary 2017
Taxpayer invested $225,000 of her self-directed ira into a business that defrauded her. IRS originally assessed additional amount due of $118,831 in tax and penalty. We successfully argued to the irs that the investment was a theft loss,...
read moreMarch 2016
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...
read moreAugust 2015
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...
read moreJanuary 2015
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...
read more2014
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...
read moreNovember 2014
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...
read moreMay 2014
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...
read moreJanuary 2014
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...
read more2013 Year-End Offer in Compromise Program Results Summary
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...
read moreSeptember 2013
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...
read moreAugust 2013
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...
read moreJuly 2013
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,...
read moreJune 2013
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...
read moreApril 2013
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...
read moreLegal Disclaimer
The results of the legal cases above are representative of the work the Firm has performed over several years based upon the specific facts of each case. Results will vary based upon different facts. Depending upon the facts and circumstances of your case, results may and almost certainly will vary as every case is unique. This advertisement is not meant as a guarantee or prediction. The Law Offices of Robert L. Goldstein are not responsible for any damages that may arise from the misuse of information stated on this website. Thank you.
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