IRS Case Results & Tax Success Stories | Kugelman Law *

$365,000 Debt Reduced to $0

A client came to Kugelman Law with a significant IRS debt of $365,000 resulting from past TurboTax mistakes. We worked to resolve the issue, and through our team’s efforts, we were able to bring the client’s debt to zero.

$150,000 in Personal Liability Removed

A client faced a trust fund determination that imposed a personal liability of $150,000. Our team successfully appealed the determination, resulting in the complete removal of the personal liability and providing significant relief to the client.

$400,000 Audit Assessment Removed

Through an audit reconsideration, we were able to get an audit assessment of more than $400,000 removed from a CP2000 notice, saving the client a substantial amount of money and bringing their tax issue to a close.

$130,000 Saved: “You Are an Absolute Magician”

A client described our work as “magic” after we secured a full concession from IRS Appeals. We successfully challenged the liability, saving the client $130,000 and ensuring the final court decision reflected absolutely no tax, penalties, or interest due.

$157,000 in Tax, Penalties, and Interest Eliminated; Client Receives Refund

A client faced a daunting IRS balance of more than $157,000 in back taxes, plus accumulated penalties and interest. After a thorough review of the case, we determined that an amended return was the best path forward to correct the underlying liability. Our team successfully navigated the IRS process, resulting not only in the entire $157,000 balance being removed, but the IRS actually issued the client a refund.