Tax Relief Blog

Top 10 Questions to Ask a Tax Resolution Company Before Hiring

Posted 11/11/2008 9:03:27 AM

By working the past two decades in the tax resolution industry, Roni Lynn Deutch, A Professional Tax Corporation has seen its share of competitors. In fact, we are alarmed by how many “fly-by-night” tax resolution companies spring-up throughout the country every year. Unfortunately, many clients hire us only after having been fleeced by one of these companies or only after having been provided ineffective representation or lousy client service. To protect individuals looking for the right fit when it comes to IRS back tax assistance, we put together the following list of the top 10 questions to ask a tax resolution company before hiring them.

1. Do You Offer a Free and Confidential Consultation?

Respectable tax resolution companies should offer prospective clients an in-depth free and confidential consultation. During this consultation, the company should examine the taxpayer’s IRS compliance situation (i.e. whether all required tax returns are filed and the size of the tax liability.), as well as the taxpayer’s financial situation (i.e. the taxpayer’s ability to pay the tax debt). Why? Because the IRS’s tax resolution programs each have qualification criteria that are based on a taxpayer’s IRS compliance and financial situation. A tax resolution company’s failure to examine both criteria prior to suggesting a form of back tax resolution should shoot-up a red flag in the taxpayer’s mind when it comes to hiring that company.

At Roni Lynn Deutch, A Professional Tax Corporation, we offer a free and confidential consultation and tax debt analysis. We do not suggest any form of back tax resolution until the tax debt analysis is completed. Please check out our page Easy as 1, 2, 3 for more information on how we conduct our confidential consultation and the steps we take to identify the resolution that is right for you.

2. What Services Do You Offer?

Trustworthy tax resolution companies should be able to let a client know the IRS tax resolution services they offer. In addition, the list should include more than one service. A calling card for many “fly-by-night” tax resolution companies is that they offer only one type of service. If they offer more than one service, make sure that the representative you are speaking with is knowledgeable about all of them. They should know what each service will do towards helping you resolve your IRS back tax liability.

At Roni Lynn Deutch, A Professional Tax Corporation, we offer a variety of services, including Offer in Compromise, Installment Agreement, and Currently Not Collectible status, among others. Please check out our Services page for more information.

3. What are Your Legal Fees and Can I Pay Them Over Time?

Most companies in America prefer to be paid up-front. Thus, a tax resolution company asking for full payment upfront should not be cause for concern. Rather, what should be cause for concern is if the company you are dealing with does not allow some form of payment plan as an alternative.

At Roni Lynn Deutch, A Professional Tax Corporation, we charge an affordable flat fee based on the service you retain us to perform. These fees may be paid by making a full payment or can be made in monthly installments.

4. Who will be Representing Me Before the IRS?

The vast majority of tax resolution companies are not law firms. Consequently, many do not use tax attorneys to negotiate with the IRS on behalf of their clients. Rather, many employ Certified Public Accountants (CPAs), Enrolled Agents, and tax preparers. Even if a company claims to use attorneys, make sure you get confirmation that an attorney will actually be the person contacting the IRS on your behalf and negotiating your tax debt settlement.

At Roni Lynn Deutch, A Professional Tax Corporation, we pride ourselves on being the nation’s largest tax resolution law firm. We only use attorneys to negotiate with the IRS on behalf of our clients. Please visit our Attorney Profiles page for more information.

5. How Long Have You Been in Business?

Before hiring a tax resolution company, find out how long they have been in business. Longevity is typically a good indicator of past, current, and future success. It is also a good indicator that the company actually knows how to perform the services they offer.

At Roni Lynn Deutch, A Professional Tax Corporation, we have been resolving our clients’ IRS tax debts since 1991. During this time, we have helped thousands of taxpayers resolve tens of millions of dollars in IRS back tax debt.

6. How Can I Verify Your Record or License?

Getting third-party confirmation of a company’s credentials, license, and/or records is also a shrewd move. If a tax resolution company uses attorneys, they should be able to direct you to the state bar website for the state in which their attorneys are licensed. If the tax resolution company does not use attorneys, they should at least be able to verify their existence through their local Chamber of Commerce or through the Better Business Bureau.

The State Bar of California licenses all of the attorneys at Roni Lynn Deutch, A Professional Tax Corporation. Proof of their licensure can be obtained through the State Bar’s website, www.calbar.ca.gov. In addition, Roni Lynn Deutch, A Professional Tax Corporation can be found on the Sacramento Metro Chamber of Commerce and at the Better Business Bureau website.

7. What is the Anticipated Time Frame for Stopping IRS Collections?

Many individuals first realize that they have an IRS back tax problem when they receive a levy on their wages or bank account. Unfortunately, it is at that moment of panic that many individuals contact tax resolution companies. Tax resolution companies that say, “As soon as you hire us, we will contact the IRS and they will stop the bank levy / wage garnishment,” are seizing on that moment of panic. They are merely telling you what you want to hear.

The tax attorneys at Roni Lynn Deutch, A Professional Tax Corporation know that stopping IRS collection takes more than your payment of fees. We also know that you may be stressed out and scared. Therefore, while our professionals will treat your matter with the highest level of urgency, it is important that you know that it does take time. Stopping a bank levy or wage garnishment typically requires a complete presentation of a client’s financial information to the IRS, including the submission of documentation to verify income, expenses, and assets. It also requires that the taxpayer has filed all necessary tax returns. Thus, how quickly we can help you resolve your bank levy or wage garnishment depends in large part on how quickly you can provide us with the information and documentation we need to provide to the IRS to support your tax resolution request.

8. Where Will My Case Be Worked?

Oftentimes, prospective clients let our firm know that they want to work with someone in their local community. Specifically, they want the ability to go into an office and meet with the person that is working on their case. Please be aware that there are tax resolution companies that imply or state that they have nationwide offices, and one may be listed for your local community, but these offices may be used solely for selling their services. Unfortunately, some unwary taxpayers have discovered that once they hired one of these companies, they never met with the person that they thought they originally hired ever again. They also discovered that their case was shipped to a centralized location thousands of miles away and was worked by individuals that the taxpayers never met or spoke with.

Roni Lynn Deutch, A Professional Tax Corporation is located in Sacramento County, California. All of our cases are worked here. While we are able to meet with clients at our office, because we represent clients nationwide we primarily communicate with them via telephone, mail, and our website. Once you retain our firm, your case is assigned to one of our attorneys. The attorney will contact you within a few days to introduce him- or herself so you know who is representing you. We boast a state-of-the-art incoming call system, proprietary case management system, and web 2.0-friendly online properties and blogs. We are appreciative of our clients for choosing us to represent them, so we do everything we can to be accessible and responsive to them.

9. What Happens if my Financial Situation Changes?

Much of what a tax resolution company can do is dependent upon a taxpayer’s financial situation. Given the nation’s volatile economy, many taxpayers’ financial situations may change from month-by-month, week-by-week, or even day-by-day. Thus, many taxpayers may find that they no longer qualify for the tax resolution service they hired a tax resolution company to perform. Some tax resolution companies may not have the knowledge to know when a change in a taxpayer’s financial information affects the options available for resolving the taxpayer’s IRS tax debt. They may also not have the knowledge and experience to prepare the necessary documents to file for other forms of tax resolution.

At Roni Lynn Deutch, A Professional Tax Corporation, we have the knowledge to identify when a change in your financial situation will affect your options for dealing with your IRS tax debt. We also have the knowledge and experience to be able to change your resolution to one that is appropriate given the change in your financial situation.

10. Do You Have Any Testimonials or Recent Successful Resolutions to Share?

Companies who have received testimonials from their clients are a good indicator of past success. A trustworthy tax resolution company should be more than willing to share with you the successes and compliments they have received over the years.

At Roni Lynn Deutch, A Professional Tax Corporation, we have pages on our site dedicated to our Testimonials, Case Studies, and Successful Resolutions. Please visit these pages to get a sense of our history of success. Please keep in mind that the testimonials, case studies, and successful resolutions shared in these links are for informational purposes only and are not intended to and do not constitute legal advice. Nor are they a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Confused Client gets Relief through Placement on CNC Status

Posted 10/20/2008 4:07:37 PM

Mr. Fusco of Mountainside, NJ owed the IRS close to $1 million when he called our law firm for help. Mr. Fusco had not worked during 2004 and 2005, and therefore, did not file tax returns for those years. In 2006, Mr. Fusco accumulated an unpaid tax liability. He then began to receive letters from the IRS, but was confused and did not know what to do. After calling our law firm, we were able to help Ms. Fusco by getting him placed on the IRS’s currently not collectible status.

“Mr. Fusco’s case required patience, expertise, and persistence given the large liability owed to the IRS and the assignment of his case to its various collection branches,” recalls Christian Montgomery, the attorney who worked on Mr. Fusco’s case. “Because of the assignment of Mr. Fusco’s liabilities among several collection branches, many negotiations were required to successfully resolve his outstanding liabilities. But we were able to get it done.”

“Thank you for your hard work, allowing me the status of having a non-collectable status,” notes Mr. Fusco.

Louisiana Resident Struggles with IRS Debts for Eight Years

Posted 10/20/2008 4:07:01 PM

From Mr. Guidroz of Hammond, LA

“My Installment Agreement was handled very efficiently and professionally. My payment amounts were lower than the projected amounts. After over eight years of fighting the IRS, my $23,000 tax liability was finally settled for a payment plan that I could afford. I am pleased with $374 a month, which seems reasonable for five years. Thank you very much for your services and I won’t hesitate to refer anyone that may need help with IRS back taxes.”

Taxpayers Call Roni Deutch After Unsuccessfully Trying to Negotiate a Settlement Directly with the IRS

Posted 10/20/2008 4:06:24 PM

Mr. and Mrs. Resse of Wichita, KS called our law firm after seeing one of Roni Deutch’s television commercials. They had been dealing with IRS collections since 2005 and were desperate to get their tax problem solved.

“Our tax liability dated back a few years,” recalls Mrs. Reese. “We had tried to negotiate a settlement with the IRS on our own, but it was disastrous. I wasted hours on the phone with IRS agents, only to find no success. Thankfully, I had the exact opposite experience when I called Roni Deutch’s law firm. Life feels so much better now that our tax problems are settled. And the amount we pay each month is what we can afford so we do not have to worry as much anymore. As long as we get our payment in on time we will be fine!”

“Working on Mr. and Mrs. Reese’s case was fairly simple,” notes the Reese’s attorney Sean Chi. “They had the foresight to file all their tax returns, so we knew exactly how much they owed and were able to inform them well ahead of time of an accurate approximation of how much they would need to pay the IRS on their Streamlined Installment Agreement. They were so responsive that the only issue holding up their case from being resolved earlier was simply waiting for the IRS to process the Power of Attorney.”

Once the Power of Attorney was processed, attorney Chi was able to contact the IRS and set up a payment plan that was $20 lower than the $220 per month they had already agreed to pay. “Once the SIA was set up for $200 and the payment arrangements were set according to the Reese’s preferences, I contacted the Reese’s and informed them of the good news,” stated attorney Chi. “They were ideal clients and I was happy to help them alleviate the tax burdens that had been weighing on their shoulders.”

“Working with Roni Lynn Deutch was a great experience,” notes Mr. Reese. “The law firm kept us informed with every step that they were doing. They were able to set us up with a payment plan with the IRS that I could afford to pay back. I would recommend Ms. Deutch’s law firm to anyone that is having problems with the IRS.”

Law Firm Negotiates Monthly Payment Plan for Chicago Taxpayer

Posted 10/20/2008 4:05:38 PM

Ms. Davis of Chicago, IL originally hired our law firm to prepare and file an Offer in Compromise on her behalf. But after months of effort, it was rejected. Undaunted, Ms. Davis worked closely with our legal staff a second time to negotiate an Installment Agreement with the IRS that lets her repay her tax debt through manageable monthly payments.

“We represented this client on two separate occasions,” notes Ms. Davis’ attorney John Wetenkamp. “She initially hired us for an Offer in Compromise, which took several months to prepare and file. This client was diligent in responding to the IRS requests during our representation. It is not always easy for clients to stay on top of things because the IRS typically demands various documents and substantiation, and allows very little time to respond. Unfortunately, Ms. Davis’ offer was rejected because the IRS valued her business assets at an amount higher than the client claimed and the client could not disprove the valuation. Thus, the IRS believed that her collection potential was higher than what she was offering and declined to accept her submitted Offer in Compromise.”

When we represented Ms. Davis a second time, it was to set up an Installment Agreement. Again, Ms. Davis was cooperative and diligent in responding to our request letters. She was also quick to respond to the analysis letter we sent to her wherein we explained to her how the IRS would be viewing her income, expense, and asset situation. She was willing for us to negotiate with the IRS for a monthly payment of $627.

“Her break came when I contacted the IRS to negotiate the IA,” stated Mr. Wetenkamp. “We got an IRS representative that really knew what she was doing. She agreed to $500 per month based on the assessed balance. The case was resolved in less than seven months. This client was very patient and persistent, especially given all the time we spent on the Offer in Compromise the first go-around.”

Ms. Davis could not have agreed more. “Well it has been a long process and the experience was good for one reason: Roni Deutch’s law firm kept the IRS off me until we came to an agreement,” claimed Ms. Davis. “I now realize I could have handled things differently, and could have slowed down a little on my spending. But thank you for your help and making a breakthrough with the IRS. I will continue to do the right thing with my taxes, and will tell everyone how helpful Ms. Deutch’s staff was.”

As long as Ms. Davis continues to make her monthly payments she will not have any more problems with IRS collection agents.

Nation’s Largest Tax Resolutions Law Firm Negotiates IRS Payment Plans for Clients Owing the IRS $2.1 Million in Aggregate

Posted 10/8/2008 2:29:40 PM

By negotiating Installment Agreements with the IRS, The Tax Lady’s team of attorneys were able to help solve the tax problems of families across the country who collectively owed the IRS a total of $2.1 million. Each client owed on average a little more than $22,000 to the IRS. By negotiating with the IRS, the attorneys at Roni Lynn Deutch, A Professional Tax Corporation were able to get these clients on monthly payment plans as low as $50 per month, with an average monthly payment of just under $350.00.

Skilled Attorney Christian Montgomery Helps End Collection on Clients Owing Over $600,000 to the IRS

Posted 10/8/2008 2:28:45 PM

Christian Montgomery, one of the attorneys of our law firm, successfully negotiated an end to IRS collection activity for 24 clients in the month of September 2008. These clients collectively owed the IRS over $600,000. Some clients owed the IRS as much as $88,000, but the average liability amount was slightly above $27,000. Mr. Montgomery was able to end IRS collections by getting the clients placed on IRS Currently Not Collectible status, which is one of the many services our law firm provides.

Law Firm Ends Collection on Taxpayers Owing Approximately $2.1 Million through placement on IRS Currently Not Collectible Status

Posted 10/8/2008 2:28:25 PM

In the month of September 2008, the tax attorneys of Roni Lynn Deutch, A Professional Tax Corporation successfully ended collections against a group of taxpayers owing the IRS $2.1 million in aggregate. These clients each owed the IRS $31,000, on average, but were unable to meet necessary living expenses, let alone make huge tax payments to the IRS.

Tax Resolution Companies: the Good, the Bad, and the Ugly

Posted 10/2/2008 3:23:54 PM

If you owe the IRS back taxes and cannot afford to make your tax payments, then you may qualify for one of the IRS’s settlement programs. However, negotiating a resolution with the IRS can be hard to understand and very time consuming. As such, many taxpayers seek help from a tax resolution company. In doing so, it is important to avoid unscrupulous companies that might take your money and provide little in return. To help those of you out there researching a potential company to hire, we have put together this list of some good, bad, and ugly characteristics exhibited by tax resolution companies.

Good:
1. Successful Track Record
If the tax resolution company is legitimate, then they should be able to provide evidence of recent cases they have successfully settled. If you cannot find any testimonials or successful resolutions on their website then you might want to ask a representative for a list of recently accepted settlements.

2. Free Tax Analysis
A good tax resolution company will provide you with some type of free analysis or financial review before you hire them. Based on this information, they should explain to you what type of resolution you are likely to qualify for (Offer in Compromise, Installment Agreement, etc.).

3. Friendly & Helpful Associates
Hiring a tax resolution company is a big deal, so you should feel free to ask as many questions as needed to make a proper decision. Employees from a good tax resolution company will understand this and welcome your inquiries.

Bad:
1. Traveling Sales People
Be wary of tax resolution companies that have traveling sales people or temporary offices. When you are speaking to a tax resolution company be sure to ask who will be in charge of your case, where will the work be performed, and the contact information for that location.

2. Guaranteed OIC Acceptance
There are never any guarantees when it comes to negotiating a settlement with the IRS. If a tax resolution company promises you that your Offer in Compromise (OIC) will be accepted, then they are probably not worth hiring. Although you might make for an excellent candidate for an OIC, there is no guarantee that the IRS will accept it.

3. Demanding Full Payment Upfront
Although you are likely going to have to pay some sort of retainer or initial payment at the time your hire the company, you should avoid tax resolution companies that demand full payment upfront. Most good companies will provide other payments options, such as payment plans so you can afford their services.

Ugly:
1. Immediate Push for Hiring
If a company’s representative pushes you to hire them within a few minutes into the initial call, then you should probably hang up. Likewise, you should avoid companies who want you to hire them without first collecting financial information about you. Think about it, how are they going to determine whether you might qualify for a particular IRS settlement program without knowing your financial history?

2. Confusing Price Structures.
Before hiring a tax resolution company you should have a full understanding of their price structure and the amount you will be expected to pay. You need to inquire whether there will be any additional charges not previously discussed.

3. Difficult to Contact
Getting your case resolved with the IRS is a big deal so you need to feel comfortable about the level of customer service the company you hire is going to provide to you. A short hold time is to be expected when contacting a company. However, if you are put on hold for close to a half-hour when you contact a company about their services, then you should probably take that as an indication of the level of customer service that you are going to receive from that company once you hire them. If you are frustrated by the hold time, then consider contacting another company.

Top 5 Most Frequently Asked Questions about IRS Collections

Posted 9/25/2008 5:11:29 PM

1. How can our law firm protect the taxpayer from Internal Revenue Service (IRS) collections before it ever begins?

All taxpayers are subject to IRS collection action for their federal tax liability. However, the time it takes for a particular case to reach the IRS “collection” division or units varies from case to case.

Our tax attorneys can prevent a case from being turned over to the IRS collection division by submitting correspondence to the IRS. The correspondence includes a completed IRS Form 2848 (Power of Attorney) and a letter informing the IRS that we are representing the taxpayer to resolve their back tax liability and need time to assess the taxpayer’s current options. It may also include requests for collection holds. It also may be as simple as merely responding to the numerous notices the IRS sends the taxpayer.

Practically speaking, the IRS grants our requests for collection holds on a regular basis. However, the IRS rarely informs the law firm or the taxpayer when they have granted a collection hold. The IRS also does not document collection holds very well in their own computer database. Consequently, it is difficult for the taxpayer to verify that our law firm was successful in obtaining a collections hold.

2. When do you know you are in Collections?

There are two ways:

1) The taxpayer receives letters generated from the IRS Automated Collection System (“ACS”). In most cases, the letters can be identified by the notation “IRS ACS” in the upper left-hand corner. In addition, the letters will indicate the telephone number (800) 829-7650. IRS ACS may also attempt to contact the taxpayer by telephone.

2) The taxpayer is assigned to a local IRS Revenue Officer (“RO”). The local RO will have a local telephone/facsimile number and will likely try to schedule an appointment with the taxpayer. The appointment might be in the form of a summons for records or other documents.

3. Now that you are in Collections, what can the IRS do to you?

Often the first step the IRS ACS or IRS RO takes against the taxpayer is the filing of a federal tax lien. A federal tax lien secures the IRS’s interest in any assets held by the taxpayer and generally lasts until the tax debt is satisfied or expires. The IRS generally files a lien based on the amount of liability. The IRS may not file a lien on some smaller balances and those cases which do not reside in the ACS system. However, the IRS has the right to file a federal tax lien to protect its interest even if the taxpayer only owes a few thousand dollars in back taxes. Our law firm does not assist taxpayers regarding liens.

The IRS can issue levies to a taxpayer’s bank account. If the IRS issues a bank levy, the financial institution is required to freeze the funds the taxpayer has on deposit the day the bank receives the levy and the bank is required to send those funds to the IRS 21 days later unless the financial institution receives a release of levy from the IRS.

The IRS can issue levies to a taxpayer’s employer, Social Security, or pension. Additionally, if a taxpayer works as an independent contractor or is self employed then the IRS can issue an accounts payable levy that will direct any one paying the taxpayer to direct the funds to the IRS. If the IRS issues a wage garnishment, the employer is required to adhere to the IRS chart for wages exempt from levy in determining the amount of the taxpayer’s check. The IRS chart is based on pay frequency and the number of dependents claimed on the taxpayer’s W-4. The employer is required to garnish the taxpayer’s wages until the IRS issues a release of levy.

4. Once a taxpayer receives a levy is there any action the law firm can take to assist the taxpayer?

Our law firm can contact the IRS and attempt to obtain a full release or partial release of the levy.

IRS agents generally look at the following in determining whether to issue a full release:

1) Compliance with all tax return filings
2) Compliance with withholdings or estimated tax payments
3) Excessive liquefiable assets (i.e. large balances in checking or savings accounts, etc.)
4) Showing that monthly allowable expenses exceed monthly gross income, thus creating an economic hardship
5) Providing documentation to support any expenses which the IRS might view as excessive or unreasonable (for example, a child support payment of $1,500 per month, etc.)

Oftentimes, the IRS will require that the taxpayer resolve their back tax liability – either a one payment (see Full Pay Service, or Offer in Compromise), a monthly payment plan (see Installment Agreement, Streamlined Installment Agreement), or protected status (see Currently Not Collectible status) – before releasing the levy.

A partial release will usually occur if the taxpayer has an extreme financial hardship – e.g. an immediate need for the funds/income in question due to another obligation. Usually, these relate to bank levies, and occur when the funds in question are going to be used for the taxpayer’s payroll, or for a health issue (i.e. money for a surgery, etc.). Typically, the IRS will engage in the same type of analysis as above, but will consider the circumstances of the extreme financial hardship when making their decision.

5. What if the IRS unreasonably or incorrectly refuses to release the levy?

If our law firm is unable to achieve a positive result with IRS ACS or IRS RO because of an unreasonable or improper determination, we will contact the Office of the Taxpayer Advocate (“TAO”). The TAO acts to support taxpayers and their representatives when they are unable to reach a resolution with the IRS. Our law firm has achieved excellent results through the TAO.

Client Hires Law Firm After Bad Experiences with a Competitor

Posted 9/17/2008 2:41:52 PM

Mr. Flohr of Falling Waters, WV had been working with another tax settlement company for months before he hired our law firm. While the other company was able to reduce his total liability, the settlement proposed was not one that Mr. Flohr could afford. No other options were given.

Shortly thereafter, he contacted and then retained our law firm for Currently Not Collectible (CNC) status. CNC status protects a taxpayer from Internal Revenue Service (IRS) collections. It demonstrates to the IRS that a taxpayer cannot afford a monthly payment to the IRS, let alone to full pay their back tax liability.

“Mr. Flohr hired us for CNC,” notes attorney John Wetenkamp. “When we needed information from him he provided it right away without the need for multiple requests. Once we had all the financial information we needed to move forward, I was concerned because it looked like he was not going to qualify for the service he hired us to perform. We sent him an analysis letter in which we explained how the IRS would view his financial situation based on the information he provided to us. Mr. Flohr obviously took the time to go through the letter carefully, and he responded to all the pertinent questions.”

In the time that passed since Mr. Flohr had last communicated with the IRS, his financial information had dramatically changed. His business income had significantly decreased and he had sold one of his automobiles.

“He identified some changes that needed to be made based on financial changes that occurred in his life,” continued Wetenkamp. “We incorporated the changes in his financial statement based on his response to the analysis letter. Once more it looked like he would qualify for CNC status. I called the IRS and disclosed the financials. The case was forwarded on to an IRS manager and approved some time later. Mr. Flohr was patient throughout the entire process. We resolved his case without any major problems.

I think the key to success on this case was that Mr. Flohr was persistent and willing to really read the analysis letter and give a thoughtful response. Sometimes clients get an analysis letter [which examines their financial situation and may inform them that they currently do not qualify for the service they retained the firm for because their finances had changed] and they throw their hands up in the air and just give up. They fail to realize that the analysis letter is not the end of the road, it is just a request for updated/different/additional information and a request to make a decision as to how the client wants to proceed.”

“Everyone at Roni’s law office was nice and helpful,” claimed Mr. Flohr. “I am so relieved to have finally settled my tax problems.”

We could not have done it without you.

Clients Owing the IRS $1.1 Million get Relief through Installment Agreements with the IRS

Posted 9/17/2008 2:41:19 PM

In August 2008, The Tax Lady Roni Deutch and her team of skilled attorneys helped several taxpayers across the country that, on average, owed nearly $50,000 to the IRS. Ms. Deutch’s law firm negotiated Installment Agreements for clients who owed over $1.1 million to the IRS in aggregate. The agreements that were negotiated allow the taxpayers to pay their owed back taxes through manageable monthly payments ranging from as low as $50 per month.

New Mexico Client Finally Can Get Sleep

Posted 9/17/2008 2:40:44 PM

From: Mr. Martinez of Albuquerque, NM

“Finally, I can sleep at nights. Your firm did a very outstanding job on my behalf and were able to negotiate a very fair, equitable, and affordable agreement with the IRS. I am very satisfied with the accomplishment of your firm regarding my situation. I will recommend the ‘Roni Deutch Corporation’ to anyone requiring tax assistance with the IRS. Thank you very much and God bless.”

Law Firm Ends Collections Against Taxpayers Owing the IRS Over $1.3 Million in August, 2008

Posted 9/17/2008 2:40:23 PM

Through placement on the IRS’s Currently Not Collectible Status, the attorneys at Roni Lynn Deutch, A Professional Tax Corporation were able to successfully cease IRS collections against a group of taxpayers owing the IRS over $1.3 million. To learn more about placement on the IRS’s Currently Not Collectible Status check out it’s entry in our glossary.

IRS Errors Cause Arkansas Clients to Lose Sleep

Posted 9/17/2008 2:39:35 PM

Mr. and Mrs. Marts of Altus, AR were approved for placement on the IRS’ Currently Not Collectible (CNC) status last month. Unfortunately, the IRS had determined that the Marts were not compliant with their tax returns. However, they actually were already compliant. Fortunately our law firm was able to help get things sorted out, and was able to successfully get them placed on CNC status.

“Mr and Mrs. Marts retained the law firm to negotiate CNC,” notes attorney Ryan Carrere. “Our law firm collected the taxpayer’s financial information and attempted to negotiate CNC. However, at the initial attempt a compliance issue arose. The IRS indicated the taxpayers had missing tax returns that must be filed. After communicating with the client, it was determined that the IRS was incorrect. The taxpayer’s had no filing requirement for the years the IRS was requesting tax returns. Our law firm contacted the IRS against and informed them that the taxpayer had no filing requirement for the years in question and was therefore compliant. Upon further review, the IRS agreed the taxpayer was compliant. With the compliance issue resolved, our law firm proceeded to provide a financial statement and requested CNC for the taxpayers. Shortly thereafter the IRS granted the request for CNC due to a financial hardship alleviating our clients from the stress and worry of enforced collections.”

“Only the freedom of a debt hanging over your head,” claimed Mrs. Marts. “It is such a relief to bed at night and sleep instead of laying awake all night and worrying about the IRS.”

We are happy to get you and your family the relief you deserved.

Law Firm uses Offers in Compromise to save Taxpayers Approximately $1.7 million in IRS Taxes in July 2008

Posted 9/17/2008 2:39:04 PM

In July 2008, our law firm successfully negotiated Offers in Compromise on behalf of several clients. These clients owed the IRS, collectively, $1.9 million. Because of their Offers in Compromise, they only paid $164,000, which is a savings of $1.7 million. On average, these taxpayers paid $6,500 on IRS tax debts that averaged $74,000. For more information, please see the attached document.

Streamlined Installment Agreement for Connecticut Taxpayers

Posted 9/17/2008 2:38:33 PM

From Mr. and Mrs. Gebo of Dayville, CT:

“We have had nothing but positive experiences with your law firm. The associates were very thorough and courteous every step of the way. If we forgot to mail something, they would politely remind us and walk us through the steps every inch of the way. If we ever needed your assistance again, we would not hesitate to call your firm. Thank you for your courteous and positive help through the whole experience.”

Team of Attorneys Resolve Over $5.5 Million in IRS Tax Liability through Currently Not Collectible Status in 2nd Quarter 2008

Posted 9/17/2008 2:38:03 PM

One team of attorneys at our law firm – John Wetenkamp, Christian Montgomery, and Sean Chi – had an incredibly successful 2nd Quarter of 2008. On behalf of our clients, they were able to resolve, collectively, $5,54 million in IRS tax liability through use of Currently Not Collectible (CNC) status. CNC protects a taxpayer from IRS collections by demonstrating that the taxpayer’s allowable monthly expenses exceed his or her gross monthly income. Altogether, the firm resolved over $8.5 million in IRS tax liability for 149 clients through CNC status in the months of April, May, and June 2008. For more information, please see the attached document.

In 2nd Quarter of 2008, Roni Deutch and her Tax Attorneys use Offers in Compromise to Help Over 50 taxpayers

Posted 9/17/2008 2:37:37 PM

Taxpayers owing the IRS over $2 million were able to get their back tax liability resolved through accepted Offers in Compromise (OIC). These individuals collectively paid less than $200,000 on their IRS tax liability. On average, the taxpayers owed $37,000 and ended up paying only $3,400, which resulted in an average savings of $33,000. For more information, please see the attached document.

Nation’s Largest Tax Resolution Law Firm Assists Taxpayers Understand their Outstanding Obligations to the IRS

Posted 9/17/2008 2:37:14 PM

In the Second Quarter of 2008, our law firm was able to assist over 57 clients with their IRS account. These individuals either did not understand how much they owed, what years needed to be filed, or whether or not the IRS had filed tax liens against their property. Some also found out the date on which their IRS tax debt was going to expire – meaning they would no longer owe the government those unpaid taxes. By hiring the law firm for a Tax Account Review, the clients were able to get a better understanding of their outstanding obligations and the risk they ran in not addressing them. For more information, please see the attached document.

Colorado Taxpayer Struggled to Afford Basic Living Expenses

Posted 9/17/2008 2:36:43 PM

Mr. Hopkins of Aurora, CO found himself with a hefty tax liability and was struggling to afford basic living expenses when he called our law firm. Fortunately, he was a good candidate for an Offer in Compromise (OIC), which lets taxpayers settle with the IRS by making an affordable one-time payment.

“After his Offer in Compromise was filed, Mr. Hopkins became the ideal client. This was key to his offer being accepted because an offer is not typically accepted on its face. Rather, Mr. Hopkins had to really stay on his feet and respond promptly to our letters [so we could, in turn, respond promptly to the IRS requests]. Without Mr. Hopkins’ diligent effort, his offer would not have been accepted.”

“I felt like there was no help for me and that I was going to be paying the IRS for the rest of my life,” notes Mr. Hopkins. “I couldn’t sleep at night. I was stressed out and depressed all the time and then I saw a Roni Deutch commercial and decided to give it a try. They took a lot of pressure off me by handling everything. I want to thank everyone at Roni Deutch’s law firm, you did a marvelous job!”

No – thank you, Mr. Hopkins.

Team of Attorneys Resolves Almost $500,000 of IRS Tax Debt through Installment Agreements

Posted 9/17/2008 2:36:05 PM

One team of attorneys – John Wetenkamp, Christian Montgomery, and Sean Chi – was able to resolve $500,000 in IRS tax liability through Installment Agreements in May 2008. Installment Agreements are based upon a comparison of the taxpayer’s gross monthly income and allowable monthly expenses, whereas Streamlined Installment Agreements are based upon the amount of the tax liability. For more information, please see the attached document.

Through Streamlined Installment Agreements, Law Firm Resolves Almost $900,000 in IRS Past Due Taxes

Posted 9/17/2008 2:35:36 PM

In May 2008, the nation’s largest tax resolution law firm was able to negotiate monthly payment plans for several clients who collectively owed the IRS $900,000. On average, each monthly payment plan was $270. For more information, please see the attached document.

Tax Relief for Kentucky Family

Posted 9/17/2008 2:35:00 PM

From Mr. and Mrs. McKinney of Winchester, KY:

“[My husband] and I would like to thank you for keeping us up to date with what was going on with the IRS. It was nice to know we could call your firm and someone could help us with paperwork and tell us what we needed to do and [we could] fax your firm each time with paperwork. We would be glad to advertise for your firm. Thanks again.”

Attorney Bret Adams Resolves over $400,000 in Back Taxes through Installment Agreements

Posted 9/17/2008 2:34:31 PM

Attorney Bret Adams was able to secure monthly payment plans for a group of clients owing, in aggregate, over $400,000 to the IRS in the month of April 2008. The payment plans, also called Installment Agreements, are negotiated based upon an analysis of taxpayers’ gross monthly income to their allowable monthly expenses. On average, these individuals owed $50,801.38 each. Mr. Adams was able to get them onto payment plans averaging $443 per month. When we added the clients Mr. Adams helped resolve through Streamlined Installment Agreements – monthly payment plans based solely on the amount the taxpayer owes – in April 2008, Bret’s resolved client tax debt exceeding half a million dollars. For more information, please see the attached document.

Law Firm Resolves Approximately $3.6 Million in IRS Liability through Currently Not Collectible Status

Posted 9/17/2008 2:33:48 PM

In the month of April 2008, our team of attorneys resolved $3.6 million in IRS tax liability for our clients by placing their accounts into Currently Not Collectible (CNC) status. This group of clients owed, on average, roughly $60,000. Attorney John Wetenkamp resolved over $1.5 million in IRS liability by himself. For more information, please see the attached document.

Seeking IRS Tax Relief: Why Does It Take So Long?

Posted 8/25/2008 11:27:14 AM

When you have a back tax liability with the Internal Revenue Service (IRS), getting relief is an urgent matter. You will want to establish a resolution with the IRS as quickly as possible in order to avoid enforced collections or to stop the enforced collections already in place. Alternatively, if the IRS is already engaging in enforced collections, you will understandably want to do whatever it takes to stop the collection.

However, it is important to note that the IRS is not on the same timeframe as you when it comes to resolving tax debt or releasing a taxpayer from IRS collections.

Hiring Representation

At first glance, hiring representation may seem like it will only delay tax relief. It is just another layer between you and your goal – either tax debt resolution or IRS collection relief. In reality, having a knowledgeable attorney serve on your side may make the end result better for you. In case you did not know, the IRS has very specific rules and regulations that they must abide by when resolving back taxes or releasing levies, liens, and garnishments of taxpayers. A competent attorney will know these IRS guidelines, and the best way to try to get you the tax relief you are seeking.

An attorney will know what information is going to be needed early on in the process to prove your case. For example, did you know that releasing an IRS wage garnishment will require proving income and necessary living expenses? Did you know that getting an Offer in Compromise accepted will require all missing tax returns to be filed? An attorney knows these requirements and understands the nuance of the negotiations that work hand-in-hand with the evidence. Lastly, having an attorney will allow you to focus on other aspects of your life while they are trying to get you the tax relief that you need.

Power of Attorney

If you decide to hire an attorney to help resolve your IRS tax problem, the first thing you will need to do is authorize the attorney to discuss your personal tax matter with the IRS. This can be accomplished by completing IRS Form 2848 and filing it with the IRS. Without an active Power of Attorney on file with the IRS, the IRS will refuse to discuss your case with anyone, but you. The power of attorney requirement is a safeguard for you, because it prevents unauthorized individuals from discussing your personal tax matters with the IRS. Completing and filing the IRS form is easy. However, sometimes there is difficulty in the IRS processing the form. Sometimes, it can take weeks for the IRS to process. However, this delay can oftentimes be overcome by having your attorney file the Power of Attorney at the same time that he or she enters into negotiations with the IRS.

Now that there is an active Power of Attorney on file with the IRS, the case is ready to be solved right? No! A common misconception is that the attorney simply has to call the IRS and the case will be solved. Getting tax relief is not that simple. Instead, like any dispute, your attorney has to prove your case with the use of evidence.

Evidence & Documentation

Before requesting tax relief from the IRS, you and your attorney will need to collect and review your current financial information. You will also need to provide your attorney with documentation that substantiates the financial information you communicated to him/her. The documentation may include paycheck stubs, current bank statements, and proof of payment for your mandatory expenses. After you send these documents to your attorney, they will be reviewed and analyzed before contact is made with the IRS. Once necessary income and expense information is supplied to your attorney, he or she will then present it to the IRS in the light most favorable to your case. This is the same process that is used for all forms of IRS tax debt resolution – such as Offer in Compromise, Installment Agreement, and Currently Not Collectible status – and is also used to end IRS collections.

Keep in mind that changes to your financial situation will inevitably change your case. An increase in income or a decrease in expenses can result in changing the type of resolution that the IRS will accept. Because changes to your financial situation can significantly effect your resolution, it is important that you always keep your representative informed of any changes that occur. You will also need to provide your representative with updated paycheck stubs, bank statements and other financial documents since the IRS will generally not accept any documents that are more than 90 days old. The IRS can and likely will request copies of your documents. Once all of the necessary evidence has been collected and your representative has prepared a strong case, then IRS negotiations can begin.

Negotiation with the IRS

You and your attorney quickly gathered your financial information and have submitted it to the IRS. You are now hoping for a quick response from the IRS to resolve your tax debt problem. Unfortunately, a common misconception is that once your attorney contacts the IRS and submits your financial information that IRS collections will immediately end and/or your back tax issue will be immediately resolved. In fact, that rarely occurs – the IRS does not make decisions that quickly. Regardless of the type of resolution you are seeking, the IRS takes time to review your case and the evidence presented. The main goal of the IRS is to collect the debt owed and, consequently, it can take time for them to determine whether they can collect the debt owed more profitably via another method – i.e. continued collections. It can take the IRS anywhere from 2-6 weeks to respond for an Installment Agreement or Currently Not Collectible Status and up to 3 months for an Offer in Compromise. Oftentimes, the IRS will request updated financial information and documentation to verify that income has stayed the same. If the IRS believes that it they can collect more from a taxpayer than what was submitted, the IRS may delay the case and seek additional information or reject it.

Two of the most important things to remember when seeking IRS tax relief is that you must remain patient and must play by the IRS’s rules. Because the IRS provides options that are beneficial to the taxpayer, they have established a very strict set of standards and regulations that dictate the available forms of tax relief for a taxpayer. The IRS has established these regulations in order to ensure that these benefits are not abused.

The length of time it can take to get IRS tax relief can vary greatly from case to case. However, please keep in mind that a competent attorney will do everything in his or her power to get your case resolved as quickly as possible.

The 8 Most Common Tax Resolution Programs

Posted 8/14/2008 1:51:31 PM

Everyone in the country knows the IRS has a reputation for being aggressive in the collection of owed taxes. However, they do offer a few different settlement options to help taxpayers that honestly cannot afford to fully repay their taxes. Although anyone can represent one’s self before the IRS, many taxpayers seek representation from an attorney or accountant due to the complexity of the tax laws. Whether you need assistance or not, below are the 8 most common tax resolution programs and a brief explanation of how each works to resolve your IRS tax liability.

1. Full Payment
The fastest way to resolve owed back taxes is by paying them in full. This includes paying the interest and penalties that have been assessed by the IRS back. These penalties and interest can quickly add thousands of dollars to your tax liability as they are constantly accruing. If you intend to fully repay the IRS then you should try to do so as soon as possible to avoid additional expenses.

2. Installment Agreement
By negotiating an Installment Agreement (IA) with the IRS, you can repay all, or part, of your total back tax liability through manageable monthly payments. The specific monthly payment is based upon how much you owe and how much you can afford to pay. However, negotiating your payment will require a full disclosure of your and your spouse’s financial information. Additionally, as with all IRS tax relief programs, you can only enter into an agreement if you have filed all your necessary federal income tax returns.

3. Streamlined Installment Agreement
This is a special type of Installment Agreement. Again, the Streamlined Installment Agreement (SIA) is just a monthly payment paid to the IRS to address your back tax liability. The difference is how it is calculated. An IA is based upon a comparison of income to expenses. An SIA is based upon how much you owe. So long as you owe less than $25,000 and the tax liability will not expire in less than five years, you qualify for this payment plan.

4. Placement on CNC Status
If you cannot afford to pay on your IRS back taxes at all, then you might qualify for placement on the IRS’ Currently Not Collectible (CNC) status. However, you will need to prove to the IRS that your monthly necessary living expenses exceed your monthly income.

5. Offer in Compromise
The final settlement program offered by the IRS is an Offer in Compromise (OIC). With an OIC you submit an offer to the IRS detailing what you can afford to pay in a lump sump. If the IRS accepts then by submitting payment you will resolve your tax debts. However, submitting an OIC requires disclosure of extensive financial information in order to prove that you could not repay your taxes fully over the next 4 or 5 years even if the IRS forced the sale of all assets that you currently own.

6. Just Wait
If your back tax liabilities developed a while ago then you may not need to do anything at all to resolve your back taxes. The statute of limitations on the collection or tax debts is 10 years, which means the IRS only has 10 years to collect back taxes from the date on which they were assessed. So if you have back taxes or unpaid taxes from a decade ago, the IRS may no longer be able to collect them. But remember that there are events that can occur that will extend this timeframe, such as bankruptcy, etc.

7. Innocent Spouse
This is a very limited form of tax debt resolution. It is only applicable when one’s spouse files a joint tax return which accrues a tax liability without any knowledge on the part of the other spouse of what caused the underlying IRS tax liability. Although it is very limited, it is one in the best forms of tax debt resolution because it completely eliminates the debt, interest, and penalties from the innocent spouse’s IRS account. However, the “non-innocent” spouse still needs to seek a different form of resolution.

8. Bankruptcy
As a last resort, you could resolve your back taxes through filing for bankruptcy. However, there numerous factors to consider before you attempt to get your back taxes discharged in bankruptcy. Typically, recent tax liabilities and business-related payroll back taxes cannot be discharged in bankruptcy. Nevertheless, if you are seriously considering bankruptcy, you should speak with an experienced bankruptcy attorney as soon as possible.

Trio of Attorneys Resolves Over $3.7 Million in IRS Tax Liability Through Payment Plans in the First Quarter of 2008

Posted 8/14/2008 1:50:02 PM

One team of attorneys had a prolific first quarter when it came to establishing monthly payment plans, also known as Installment Agreements (IA). Bret Adams, Ryan Carrere, and Jane Stecklein resolved $3.8 million in IRS tax liabilities through IAs and Streamlined Installment Agreements (SIA) from January 1, 2008 to the end of March. Not including SIAs, the trio resolved $2.5 million in IAs alone.

Tax Review Leads to IRS Payment Plan

Posted 8/14/2008 1:49:12 PM

From Mr. Hilla of Virginia Beach, VA:

“I paid for a tax review service and you came through as you mentioned. I gained my trust in you after talking with your representatives a couple of times on the phone. Now I hired you to help set-up a payment plan with IRS to settle my debt. I am so relieved [and] I feel your company will help me out. I appreciate your help and considerations. Thank you.”

GA Client Converts Service and Gets Better Resolution than Expected

Posted 8/14/2008 1:48:21 PM

Mr. Braddy of Arabi, Georgia originally hired Roni Lynn Deutch, A Professional Tax Corporation to pursue an Offer in Compromise. However, shortly thereafter, the IRS changed the rules concerning Offers in Compromise, which negatively affected Mr. Braddy’s potential offer. Consequently, Mr. Braddy became a perfect example of a situation that arises occasionally in the course of our representation of our clients: service conversion.

“When we first spoke to Mr. Braddy, we thought he would be an excellent candidate for an Offer in Compromise,” notes Ryan Carrere, the attorney that worked on Mr. Braddy’s case. “However, once our legal staff reviewed more detailed financial information and documentation provided by Mr. Braddy, it became apparent that he was better qualified for placement on the IRS’ Currently Not Collectible status. This would immediately stop IRS collection activity and could lead to his liability expiring completely.”

Based upon all of the information Mr. Braddy provided during the initial telephone interview, it appeared that he could qualify for an Offer in Compromise because between his business expenses and his vehicle payment and insurance, Mr. Braddy barely had sufficient funds to meet his necessary living expenses. However, shortly after Mr. Braddy retained our law firm, the IRS updated some of its maximum allowable standard expense guidelines. Because of this update, Mr. Braddy had a net available income that would be calculated as part of his minimum Offer in Compromise. This, coupled with some available equity in assets, made the minimum Offer in Compromise an amount Mr. Braddy could not afford.

“As a result, Mr. Braddy first elected to pursue an Installment Agreement rather than submit an Offer,” continued Carrere. “However, when I contacted the IRS, I also conducted a review of the account and found that the Client’s account could be placed into Currently Not Collectible status. Once the resolution took effect, it virtually ended all collection activity against Mr. Braddy.”

“All my questions were answered in timely manner,” notes Mr. Braddy. “The attorneys were able to give me correct information on my tax problem. If my financial status changes and I need to hire another tax firm I will not hesitate to contact Roni Deutch.”

Tax and Stress Relief for Mr. Belvins from Ohio

Posted 8/14/2008 1:47:50 PM

From Mr. Blevins of Dayton, OH:

“I would like to personally thank the law firm of Roni Lynn Deutch for their help in dealing with the IRS. I had a very trying time in dealing with the IRS. After hiring your law firm things were so much better. The firm handled all the intimidating letters that I was getting from the IRS. After hiring the firm my stress level went way down. I thought that I was in a nightmare, until I hired the firm of Roni Lynn Deutch. When the IRS finally accepted my Offer in Compromise the nightmare was over! I want to thank the entire staff for their help in settling my case. If you ever want to do another commercial, give me a call!”

Streamlined Installment Agreement for Client in California

Posted 8/14/2008 1:47:21 PM

Mr. and Mrs. Pangelinan were living off of very limited means when they became victims of aggressive IRS collections. Within a few weeks, the IRS had placed a levy on the Pangelinans’ retirement benefits, which was their only source of income. The IRS was taking so much from their accounts that they could barely afford basic living expenses.

“After the Pangelinans hired our law firm, it was clear that they would be great candidates for a Streamlined Installment Agreement,” noted Ryan Carrere, the attorney that worked on the Pangelinans’ case. “While a Streamlined Installment Agreement can be processed much faster then a standard Installment Agreement, it still requires some documentation. Fortunately, the Pangelinans were very cooperative and responsive to our legal staff, and supplied all the necessary documents so that we could begin work on their case.”

Because the Pangelinans were fully compliant with all of their tax return filing obligations and owed the IRS less than $25,000, Mr. Carrere was able to negotiate a Streamlined Installment Agreement that established an affordable payment plan for them to repay their tax debt.

“We were able to negotiate a release of all levies and establish a monthly payment plan of only $105 for the Pangelinans,” concludes Mr. Carrere. “The payment amount left our clients with ample flexibility to pay their living expenses and address their tax liability. Most importantly, we were able to conclude their case in less than 6 weeks, getting the IRS out of their life in the process.”

“I myself want to thank Roni Lynn Deutch, A Professional Tax Corporation for their help in solving this past due problem,” notes Mr. Pangelinan. “If anyone needs help with tax problems I would urge them to call you. Since the first day I contacted the law firm they have been very understanding and helpful with letters and phone calls. Again, thank you.”

Law Firm Quickly Negotiates An Average Streamlined Installment Agreement of $265 per Month for Over 50 Clients in March 2008

Posted 8/14/2008 1:45:27 PM

Streamlined Installment Agreements (SIA) are a special form of monthly payment plan, based solely on a taxpayer’s balance due. As a result, the law firm is able to quickly establish this form of resolution on behalf of qualifying taxpayers. In March alone, the firm successfully resolved IRS back tax liabilities totaling over $800,000.

Top 7 Taxpayer Debt Collection Rights

Posted 8/14/2008 1:43:56 PM

The IRS is the ultimate creditor. It has dozens of special rights when it comes to collecting past due taxes on behalf of the federal government. These special rights account for the multiple and aggressive collection techniques they have at their disposal. However, taxpayers have their own respective rights. It is important to understand them if you owe back taxes to the IRS. To stay prepared, please enjoy the list below of the top 7 taxpayer debt collection rights.

1. Representation
First and foremost, you have the right to represent yourself before the IRS to dispute any unpaid taxes or additional fees. Alternatively, you have the right to seek help from a professional to represent you before the IRS. However, the person must be a person allowed to practice before the IRS, such as a tax attorney, certified public accountant, or IRS enrolled agent.

2. Protection of Rights
According to the IRS’ code, all employees must explain and protect your rights throughout all contacts and negotiations.

3. Confidentiality
The IRS is not allowed to disclose information given to the IRS to anyone, except as authorized by law. Additionally, you have the right to know how the information will be used, and what happens if the requested information is not provided.

4. Records of Contacts
Although the IRS is allowed to contact third parties about your IRS debt without your consent, you do have the right to request a list of all the people contacted.

5. Meeting Companion
Taxpayers also have the right to have someone accompany them during interviews with IRS representatives. You can even make audio recordings of any meetings for your records.

6. Good Faith
If you can show that you acted reasonably and in good faith and/or relied on bad advice from an IRS representative, you have the right to request all that all penalties assessed by the IRS be waived.

7. IRS Appeals Office
If you disagree with the IRS on the amount of the tax liability or collection actions taken by the IRS, you even have the right to ask a court or the IRS Appeals Office to review the case.

Attorney John Wetenkamp Saves Clients Almost $600,000 in Accepted Offers in Compromise in March 2008

Posted 8/14/2008 1:42:44 PM

One of Roni Deutch’s attorneys had an extremely successful March 2008 for Offer in Compromise (OIC). John Wetenkamp successfully saved his clients over a half a million dollars in IRS back tax liability through accepted OICs in a single month. John’s independent savings representing over half of the entire law firm’s production in the month. Clients whose tax liability was settled through an OIC in March – on average – paid $2,415 on an average tax liability of $58,462. This represents a savings of 95%.

Happy Client Recommends us to Friends and Family

Posted 8/14/2008 1:41:42 PM

From Mr. and Mrs. Kozlowski of Freeland, PA:

“[Roni Lynn Deutch, A Professional Tax Corporation] and all of the people I was involved with helped me and my wife start our lives over again. They were very highly professional people who helped us if we called or sent letters to settle our back taxes. On our behalf, I would highly recommend to family and friends to use the law [firm] of Roni Lynn Deutch because you and all your workers are very professional and courteous and helped us out so much. Thank you for all the help and God Bless.”

MI Client Has Questions Answers and Taxes Resolved

Posted 8/14/2008 1:39:07 PM

From Mr. VanZile of Sturgis, MI:

“I would like to let the assistants and lawyers of Roni Lynn Deutch, A Professional Tax Corporation know how happy and pleased I am for what you’ve done for me. Whenever I’ve called and had a question they were very kind and answered my questions even if it might seem sort of silly on my part. They would always tell me that if I had any questions all I needed to do was call. Your firm has really been good to me and I will tell others of your services and how well you treat people. You make them feel special even if the question [they] ask may sound dumb. Thank you.”

In March 2008, Law Firm Negotiates Currently Not Collectible Status for Clients Collectively Owing $1.9 Million in IRS Back Tax Liability

Posted 8/14/2008 1:38:16 PM

Roni Deutch’s team of tax attorneys were able to negotiate with the IRS to place over 60 clients into a Currently Not Collectible status in the month of March. Currently Not Collectible (CNC) status protects a taxpayer from any IRS enforced collection efforts, such as wage garnishments or bank levies. While technically, it is a temporary form of resolution, taxpayers can remain in this protected CNC status if their income, expense, and asset situation remain the same from year to year. Collectively, the clients whose cases were placed into CNC owed the IRS $1.9 million in IRS back tax liability.

First, Get into Compliance; Second, Use Strong Argument for Client with Equity Issues

Posted 8/13/2008 11:44:17 AM

When Mr. Datray contacted Roni Lynn Deutch, A Professional Tax Corporation, he did not know anything about the severity of his and his wife’s IRS tax predicament. They had just received a Notice of Intent to Levy from the IRS, but did not know why. That is because they had not filed taxes since 1993.

“Luckily, by working with our office, Mr. Datray was instructed to immediately file all past due tax returns to come into compliance,” notes Christian Montgomery, the attorney who worked on their case. “That is because before the IRS will resolve a tax debt, the taxpayer must be fully compliant.”

After getting the Datrays into compliance, Mr. Montgomery began to address the unique equity issues that their case presented. Without a knowledgeable tax attorney, these issues may have resulted in the IRS demanding full payment of the IRS tax liability as opposed to being placed into Currently Not Collectible status.

“The Datrays’ case required detailed preparation and a strong argument to be made regarding their specific financial condition,” continued Mr. Montgomery. “Their case was unique because of the specific equity issues presented in his case. Although it appeared that they had equity they could use to pay down the IRS tax liability, in reality, the equity was already being used by them to supplement their income. The Datrays were living solely off Mr. Datray’s social security and pension that, standing alone, could not pay for all of their family’s basic living expenses.”

“Resolving the Datrays’ debts required precise knowledge of the collection techniques and procedures utilized by the IRS,” concluded Mr. Montgomery. “In the end, we were able to protect the Datrays and resolve their tax liability.”

“I have to say that I am more than pleased with the service we received from Roni Lynn Deutch, A Professional Tax Corporation,” claims Mr. Datray. “I was worried we were going to lose everything we owned but thanks to Roni Deutch our debt with the IRS was resolved.”

“Thank you for helping us with our tax problems,” continued Mr. Datray. “I have told a lot of people about this law firm. Words cannot express the appreciation we feel for you. All I can say is thank you and God bless you.”

Top 10 Reasons People get into Debt with the IRS

Posted 8/13/2008 11:43:32 AM

Although the specific details regarding how someone gets into debt with the IRS will vary widely from case to case, there are a few common reasons that we have seen over the past few years. If you do not already owe back taxes to the IRS then remember these 10 reasons when you prepare your next tax return.

1. Failure to File a Return
If you made any money during the year then you will need to file an income tax return with your state and federal government. If you had enough taxes withheld from your paycheck, then you may not need to pay anything else. However, if you do owe the IRS more money then you will need to pay it as soon as possible.

2. Filed a Return, But Did Not Pay
If you filed a tax return that showed you owing money to the IRS then you need to pay it before the April 15th. Once the IRS processes your return and sees that no payment was included you will be in debt to the IRS. Also, if you miss the deadline, then the IRS is going to begin assessing interest and penalties on top of what you already owe.

3. Incorrect Withholdings on Your Wages
It is absolutely essential to have the correct information and withholdings on your W-2 form if you work as a wage-earning employee. These forms are used to determine the amount of taxes your employer will deduct from your paychecks. If the amount is wrong, then you could end up owing hundreds or thousands in unpaid taxes at the end of the year. Additionally, if this goes unnoticed for a few years, you could be looking at a huge tax liability.

4. Gambling Winnings
All money and prizes won from gambling – or any contest or lottery – must be treated as income. If you win anything valued at over $600, then it must be included in your tax return. Usually casinos and contest sponsors send their data to the IRS, who will know that you did not claim your prize and assess the necessary tax liabilities.

5. Excessive Exemptions, Deductions or Credits
Although you may get away with it at first, taking excessive deductions or credits is a sure-fire way to land into debt with the IRS. Although no one knows for sure how the IRS determines what returns to audit, taking too many credits will raise a huge red flag. Then, if you are audited, the IRS will determine if you owe more then you paid and assess the resulting back taxes.

6. Incompetent Tax Return Preparation
Sometimes taxpayers find themselves with owed tax liabilities even when they did everything right. Just because you take your tax returns to a professional does not mean that they did everything accurately. Make sure to review everything before signing it to ensure the preparer did not forget any of your income sources or take too many deductions on your return.

7. Unpaid Payroll Taxes
Hiring employees means paying federal and state payroll taxes. Even if the employee is a household employee, such as a nanny or maid, you will still need the necessary payroll taxes. This causes a lot of new business owners to get into IRS tax debt, as they do not realize the tax laws surrounding payroll and employees.

8. Failure to Make Estimated Tax Payments
If you are self-employed, or own a small business, then you need to make estimated tax payments at least four times per year. If you do not, then you will not only owe taxes from all your earnings, but you will also have to pay an additional penalty for not making quarterly payments.

9. Deceitful Spouse or Former Spouse
Married couples filing their tax returns together are technically both responsible for the other’s tax liabilities. When one spouse is deceitful with their money, the IRS will come after both taxpayers. Even if the marriage ends in divorce, the IRS still has 10 years to collect on the taxes they are owed.

10. Penalties for Early Withdrawal from Retirement
The federal government offers different tax benefits to taxpayers that plan for retirement. With some accounts, such as a Roth IRA, you pay taxes on the funds before they are placed in the account and after you retire you can collect the money and accrued interest without paying taxes on it. However, if you have to withdraw funds from these accounts early, you will have to pay associated penalties that can easily add up if left unpaid.

Quick Help For Client In Las Vegas

Posted 8/13/2008 11:34:25 AM

From Mr. Grigore of Las Vegas, NV:

“I am retired and 77 years old. Years ago, I worked as a private consultant and accumulated thousands in IRS back taxes. The IRS sent me letters all the time demanding that I give them my money. But I could not afford it. So I went to a Roni Deutch Tax Center® in Las Vegas and was informed that your law offices might be able to help. And they were right.

Your legal staff was very helpful. I never had any problems with your law firm. I submitted all my information quickly and the process went very smoothly. I am now on Currently Not Collectible status, which means the IRS, can no longer harass me. I intend to keep contact with your law firm in the future. You have done a good job and I am very happy that I do not have to worry about the IRS back taxes any more.”

Confused Client Forced To Fight Aggressive Collection Agent

Posted 8/13/2008 11:33:44 AM

Mr. Ryan of Pembrooke Pines, FL is a classic example of a taxpayer that thought he was doing everything correctly, but ended up getting stung by the IRS because of a corrupt accountant.

“Years ago I had a crooked account that said he was doing things that he didn’t,” Mr. Ryan said. “And I did not find out about it for six years. I was in good shape and thought everything was fine, then I got a letter informing me that the IRS was investigating me. I found out my accountant had never filed my returns. Even though I had even signed them.”

Unfortunately this happens to thousands of taxpayers every year. Unscrupulous accountants and tax preparers are frequently the cause of IRS back taxes and headaches. However, Mr. Ryan’s situation was even worse since he had lost all his records in a move and could not prove his case to the IRS.

“Dealing with the IRS on my own was lousy,” Mr. Ryan claims. “I tried to not let it get to me. When you’re 83 years old you do not care. Then a friend told me about your law firm and the services that you provide. Overall, everyone was helpful and soon I was placed on currently not collectible status. I am very satisfied with the results your law firm achieved for me. I have already recommended you to two other people. I am truly happy with the end result.”

According to Bret Adams, the attorney who primarily worked Mr. Ryan’s case, “Mr. Ryan also had the misfortune of dealing with an overly aggressive IRS Revenue Officer. Though Mr. Ryan suffered a serious heart attack not too long ago, he was able to work part time to supplement his social security income. This allowed his family to make ends meet. Mr. Ryan was also able to build up an Employee Stock Ownership Plan (ESOP) to about $110,000, which would provide his family the ability to continue to meet their monthly expenses when he stopped working. However, Mr. Ryan also had about the same dollar amount in IRS liabilities. The IRS levied his social security benefits and demanded Mr. Ryan liquidate his ESOP.”

“Fortunately our law firm was able to negotiate with the IRS and get them to reduce their demands. We were able to get the IRS to accept a 20% liquidation of his ESOP in exchange for protected status and a release of the levy on his social security benefits.”

“Roni Deutch and her associates were outstanding in solving my tax problem,” Mr. Ryan continued. “I will admit there were times I didn’t understand the negotiating system, but the people were great in helping me understand the process.”

Roni Deutch Helps Client Owing Thousands At A Discounted Rate

Posted 8/13/2008 11:33:10 AM

Mr. Sullivan of Burnsville, MN is a perfect example of someone who qualified for placement into Currently Not Collectible (CNC) status. He was in financial hardship when he contacted our law firm. His only income was from social security disability, and he could barely pay for basic living expenses, let alone huge tax payments.

“Back in 1995 I had several health problems along with a divorce and I just was not able to pay my taxes,” claimed Mr. Sullivan. “I am now living on Social Security disability and I got a feeling that I should file taxes last year. That must have sent up a red flag because I was soon under IRS collections. They said they were going to pursue collections but before I could do anything, the IRS had already taken $1,100 from my checking. Then I saw one of Roni’s commercials and decided to make the call. It was the best decision I could have made.”

After hiring our law firm, Mr. Sullivan was quick to provide all of his information and documentation so that our attorneys would begin work on his case. After an initial review of his case, it was clear that he would be an excellent candidate for CNC status, which ceases all collection activity by the IRS. But just qualifying for a resolution is not enough – the IRS needs information and documentation to support the request. Fortunately, Mr. Sullivan was quick, responsive, and cooperative throughout the process.

“I had a very positive experience with your law offices,” Mr. Sullivan stated. “Working with your legal staff was great. They went way out of their way to help me.”

“Even with their legal fees,” continued Mr. Sullivan. “Originally, I setup a payment plan, but it turned out I couldn’t even afford that. When I called in to ask to reduce my payments by 50%, the representative said he would see what he could do and call me back. [When he called me back,] he told me that they would continue to represent me free of charge.”

Fortunately by that time, most of the work on Mr. Sullivan’s case had already been completed. The office had already made the negotiation attempt and provided the documentation. Essentially, we were just waiting to hear a response from the IRS. This allowed us to reduce his fees to fit into his budget. Our law firm is dedicated to our clients. We want to help them any way we can. If it is finding fee structures that are affordable, so be it.

“I don’t even know how many thousands of dollars Roni Deutch saved me. I came to her owing several thousands to the IRS with no way to pay it back. You guys took on my case and when I realized that I couldn’t pay your fee you finished my case anyway, free of charge. Never in my life have I heard of a law firm doing that. Even my friends and family were surprised. You have no idea how good it feels to have this problem finally settled. I don’t know anyway to say thank you except to just say it.”

Law Firm Helps Client Owing Nearly $500,000

Posted 8/12/2008 2:24:59 PM

From Mr. Samaroo of Fond du Lac, WI:

“I had been dealing with IRS problems for over a decade because of a company I had worked at. I was the controller, but I was not the one making the financial decisions. The president of the company was. Over the years the tax liability had increased to nearly $500,000.00 because of interest and fees. But I never really owed those taxes to begin with.

Yet, this did not keep the IRS from harassing me. For over a year, the IRS sent letters to me and eventually, the IRS assessed a penalty against me – although I did not believe I was responsible for the debt. They issued levies against my bank accounts and took every penny I had. They left me broke, sick, and scared.

I was over-stressed and depressed. In June 2001, I suffered a stroke. I had been ill, but I believe the IRS harassment was the final straw. When I suffered the stroke I lost my job, my car, everything.

I spoke with a few different tax advisors and one of them mentioned Roni Lynn Deutch. So I called the 800 number and finally asked for help. I had total assistance and full support from everyone I spoke with at your law firm. They were all so nice and helpful. Eventually, they were able to secure Currently Not Collectible status for my liability.”

Welcome to the RoniDeutch.com Tax Relief Blog

Posted 8/12/2008 2:22:35 PM

Hello and welcome to RoniDeutch.com Tax Relief Blog, sponsored by Roni Lynn Deutch, A Professional Tax Corporation. In this blog, it is our goal to educate the world on IRS back taxes, and tax debt settlement. We will be featuring advice articles from attorneys at the nation’s largest tax resolution law firm, as well as personal stories from taxpayers who have gone through the process of tax debt settlement.

As the economy continues to get worse, more and more innocent families are finding themselves owing money to many creditors that they cannot afford to pay back. Often, families neglect to prioritize and fail to resolve their debt with the most powerful of all creditors – the IRS. Many people do not understand that the IRS has a variety of collection tools that it can use to get the money it feels it is owed. One tool is levies that can tap into a taxpayer’s bank account, paycheck, benefits, or accounts receivable. Additionally, the IRS can file liens on homes or other valuable property, which can eventually lead to asset seizure. The IRS’s use of these tools can have a devastating effect on the personal, professional, and financial lives of many of our clients. Our blog will provide insight on how people have gotten behind on their IRS tax debt obligations.

Fortunately, our law firm knows how to handle the IRS. We know how to get the IRS to stop aggressive collections so that our client’s have time to resolve their back tax liability. On our blog, we will show people that there is hope in resolving their IRS tax debts. We will identify the dozens of options available to address IRS tax problems. We will share the steps we take along with our clients to make IRS tax debt resolution a reality. We will also discuss how resolving your IRS tax debt is often the initial major step towards confronting the other issues that disrupt our clients’ personal, professional, and financial lives.

The process of resolving tax debts can be stressful and difficult. But you are not alone. Thousands of people across the country have to go through it every year, and that is why we created this blog – to help them and you.