Real Results

Debt Reduced Through Offer in Compromise

Represented a business client facing substantial cumulative back taxes and penalties. Structured an Offer in Compromise based on realistic asset valuations.

✅ Significant Tax Debt Reduction

Prior-Year Tax Reviews 

Performed a thorough diagnostic review of prior-year tax returns to identify missed deductions, credits, an over payments.

 ✅ Additional Refunds Recovered

Stopped Bank Levy & Secured Penalty Relief

A self-employed client suffered an active bank levy. Secured an immediate stay, filed missing returns, and achieved full penalty abatement.

 ✅ Levy Released & Penalties Forgiven

Managed Complex Cross-Border Taxation

Structured cross-border reporting and foreign tax credits to eliminate double-taxation exposure for US expatriates living abroad.

✅ Double Taxation Exposure Removed

IRS Underreporter Notice Reversal 

Client received an automated under reporter notice. Re-calculated cost basis and unlisted income to convert an additional tax demand into a refund.

✅ IRS Tax Demand Reversed

S-Corp  Restructuring

Guided freelancers and small business owners through transitioning to S-Corporation status to minimize self-employment taxes.

✅ Substantial Annual Tax Savings

⁠Cross-Border Asset Protection

Restructured reporting foreign real estate rentals and cross-border pension distributions to maximize applicable tax deductions under dual reporting frameworks.

✅ Cross-Border Tax Liability Reduced

Foreign Asset Reporting 

Streamlined delinquent FBAR (FinCEN 114) and FATCA (Form 8938) filings for EU bank accounts and real estate holdings without triggering IRS foreign asset penalties.

 ✅ Unreported Foreign Accounts Cleared

NAV Audit  Defense

Represented a US-based Hungarian citizen in an active audit before the Hungarian National Tax & Customs Administration (NAV), successfully clearing back-tax liabilities.

 ✅ Full Audit Clearance & Relief