Case Studies

Levy Released in 48 Hours

Issue: Bank levy on small business owner’s account.

Action: Immediate contact with IRS, secured 30‑day collection hold, filed missing returns.

Result: Levy released and client placed into an affordable payment plan.

Issue: $86,000 balance for a W‑2 and 1099 earner with medical hardship.

Action: Documented reasonable cause, calculated RCP, submitted OIC with periodic terms.

Result: Settled for $9,400. Client regained financial stability.

Issue: Multi‑year filing delays due to records lost in a flood.

Action: Transcript reconstruction and reasonable‑cause letter with evidence.

Result: 70% penalty reduction.

Results vary; past outcomes do not guarantee future results.