Client Success Stories

John Q. Taxpayer had a Franchise Tax Board Agent knocking on his door.  John Q. Taxpayer had not filed his taxes in ten years.  Attorney Leesa Webster filed these taxes, using the best information that taxpayer could provide, erring on the safe side.  When filed, the tax, penalties and interest totaled $86,000.00 for the IRS.  After a few months for assessment, John Q. Taxpayer wanted to resolve the liability.  Leesa Webster prepared an Offer in Compromise to the IRS for $150.00 from the $86,000.00 liability.  And it was accepted!  Additionally, John Q. Taxpayer did not want this offer to default by failing to pay and file for the next five years, so taxpayer hired Attorney to keep him in compliance and make quarterly estimated tax payments on his behalf for the next five years.  Very satisfied client.

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John Q. Taxpayer had been an officer and mechanic in the shop that he owned with a partner, which was incorporated.    Several vendors 1099'd his corporation using his social security number, as opposed to his employer identification number.  As a result, he was assessed the amounts to his personal income taxes and owed a great deal, which was in error.  He had paid the 1-800 number tax scams $5000.00 and nothing was done for his case. Attorney Leesa Webster discovered the error and declared that he was a nominee middle man according to the IRS and incorrectly imputed.  The amounts were greater then $50,000.00 for the two year period.  Attorney Leesa Webster convinced the IRS of the error and the liability was forgiven.

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Mr. and Mrs. Taxpayer had a tax liability due to an inheritance received and improper withholdings.   They owed $27,000.00 to the IRS.  They had been in an Installment Agreement for four years.  The amount of liability was not diminishing because the penalties and interest were so severe.  Mrs. Taxpayer had called the IRS on her own behalf and all of a sudden her Installment Agreement was raised from $1500.00 to $2500.00.  This was not something they could even remotely manage.  Attorney Leesa Webster initiated an Offer in Compromise for these taxpayers and it was accepted at $4500.00 for $27,000.00.  This acceptance freed them from devastating monthly payments of $1500.00.  Moral of that story, do not try to negotiate with the IRS on your own behalf.

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John Q. Taxpayer had a collective, which was legally operated, and needed legal counsel because he was audited from the IRS and the resulting amount was $150,000.00.  The basis for the IRS Audit was that the manufacture or production of marijuana is illegal and classified as a schedule II drug, according to US Code 280E.  As a result of this classification, none of his operating expenses were deductible, resulting in a huge liability.  Attorney Leesa Webster reviewed the audit and prepared an offer in compromise to settle this liability.


In the meantime, the Franchise Tax Board sent him a notice of proposed assessment. They tend to follow suit with the IRS, even if there is not sufficient grounds.  John Q. Taxpayer overlooked filing a protest for the FTB.  So the additional assessment was imputed to him.  John Q. Taxpayer called Attorney Leesa Webster six days before Christmas because he was stranded in Alaska while traveling for work.  The FTB had went in and levied his accounts, not leaving him enough to buy a return ticket home.  Attorney called on his behalf and got an immediate payment plan, resulting in the release of his bank levy.  Additionally, Attorney Leesa Webster protested the assessment according to Proposition 215, which permits the cultivation of marijuana for medicinal purposes. Ms. Webster researched and cited the law which governs the FTB.    The FTB refunded every amount that they had taken from him and reduced his liability to zero. 

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A local business had come to the attention of a local IRS Agent, due to unpaid 940 and 941 payroll taxes, in addition to un-filed 1040 taxes.   Part of the issue arose from incorrect bookkeeping.  The bookkeeper had been attributing the sole proprietor as a wage earner and remitting a w-2 to him.  This resulted in a huge liability for this taxpayer.  Attorney Leesa Webster, through her working relationship with local IRS Agents, was able to get the business's taxes figured out and corrected.  Additionally, she was able to get these taxpayers into an Installment Agreement for repayment of the payroll taxes.