ORP, OR LLC
WIN OF THE MONTH From $49K IRS Debt to Freedom CASE SNAPSHOT Client: Independent DJ Type of IRS Issue: Personal/Business 1040
T TRICKED NG COMMON TAX SCAMS
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Tax Year in Question: 2012–2022 IRS Claimed Liability: $49,015.02 Savings: $49,015.02
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In a recent case, a client came to us after facing years of tax difficulties that had accumulated from 2012 to 2022, resulting in a substantial IRS-claimed liability of $49,015.02. As a small-business owner operating as a sole proprietor (Schedule C), the client’s situation was further complicated by past filing errors and difficulties with several accountants. The client, a DJ, encountered these tax issues when an accountant mistakenly set up the wrong entity type, leading to inaccurate tax filings. The client’s original accountant, who had moved out of state, was able to rectify these mistakes, preparing and filing the correct returns. However, by then, the IRS had initiated collection actions, adding stress to an already difficult financial situation caused by COVID-19 shutdowns in the entertainment industry. We were able to step in and resolve the tax debt by securing “Currently Not Collectible” (CNC) status for the client. The CNC status halted IRS collections, providing immediate relief. Although some delays occurred with the IRS processing all the necessary returns, we persisted and submitted a second CNC request to ensure the client’s full protection. Ultimately, we were able to eliminate the $49,015.02 liability. This case underscores the importance of having the right team to navigate complex tax situations and find solutions that work, even in the most challenging circumstances.
INGREDIENTS
Crust •
Filling •
3 cups all- purpose flour 1 cup cold unsalted butter, cubed
4 eggs
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1 tsp ground cinnamon 1/2 tsp salt
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1 cup corn syrup 2/3 cup packed light brown sugar 1/2 cup honey 1/4 cup all- purpose flour 1/4 cup melted butter
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1/2 tsp ground ginger 3 cups chopped pecans
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3/4 cup powdered sugar 1 tsp salt
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1. Preheat oven to 350 F. Use baking spray to grease a 13x9-inch pan before lining with parchment paper. 2. In a food processor, blend crust ingredients until a crumble forms. Press mixture into pan. Bake until light golden brown, about 20 minutes (crust will have cracks). 3. In a bowl, whisk all filling ingredients (except pecans) together until smooth. Stir in pecans and pour over crust. Bake until set, around 30 minutes, then let cool completely in pan. DIRECTIONS
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