Anthony R. operated a business service company and a real estate company.  Anthony had to close his businesses due to a crash in the mortgage and real estate industries. Due to this, he decided to take a long break from work.  When Anthony and family came back home, they found their home empty due to a burglary. Everything was taken, including the filing cabinets with his tax returns and the documents to support his tax deductions. While Anthony was away from home, the IRS had sent him an appointment to discuss a tax return filed 3 years back. He was not aware of this situation.  A year later, he received a letter from the IRS reporting a tax assessment claiming Anthony owed about $65,000.  He was not working and did not contact the IRS. Two years later his taxes went up to $107,000.  Joseph CPA took care of this case and filed an Offer in Compromise and settled the tax assessment for $1,000 and saved Anthony about $107,000.  This is not the typical case, but Joseph, a Certified Tax Resolution Specialist have done a few.

Mr. Mark operated a travel agency and many of his customers paid in cash. The IRS audited his taxes for the last 3 years and assessed additional taxes in the amount of $324,733. When Mr. Mark visited Joseph Valle CPA he was desperate. Joseph was able to settle the Back Taxes with The IRS for $7,000, and saved Mr. Mark a total of $320,000, approximately.

According to the IRS, Mr. Henry had back taxes upto $30,000. The IRS was collecting $400 a month from his SSA pension check which did not cover the monthly interest charges, so every month the balance owed was increasing. Mr. Henry contacted Joseph for help. After looking at the 25 years old case, Joseph was able to find the problem. Mr. Henry wanted to settle for $5,000. Joseph was able to get Henry to pay nothing, and additionally, he recovered $17,789 from the IRS for the client. Mr. Henry was happy with almost $18,000 on his bank account and no back taxes pending.