I found myself in dire need of tax help in 2009. I had 5 years of back taxes, including years from a small biz that had eventually sunk me on its 3rd year — a year I actually started to make some dough doing freelance.

I found Tax Plus via Yelp, and they sounded solid enough and I lived in Venice so I gave them a call. Tony struck me as just the right kind of person you want handling your taxes. I was looking at over 14g in back taxes and he made me feel like I made the right choice dealing with it thru Tax Plus.

As it turns out, I did. Due to my poor deduction and lack of filing correctly Tony was able to take my estimated owing and turn it around into a refund I lived off of for 2 months in Europe. So, yeah, I could say I had a good experience there! He will be doing my taxes for years.

After receiving an ominous letter from the IRS I decided it was best to enlist the help of a tax professional / enrolled agent. I ride my bike past Tax Plus everyday on the way to work and checked them out on Yelp. After reading everyone’s rave reviews I decided to give them a call. Leticia was able to see me that day and completed my first bit of work by the next day. I was so happy with the results I went back and re-filed several years tax returns and ended up saving over $10k. I cannot say enough about Leticia and Tony. I plan on using them for all my future accounting / tax work and highly recommend them.

TaxPlus IRS Enrolled Agents (EA) Case 1

TaxPlus Internal Revue Service (IRS) Enrolled Agents (EA) assisted a client through an Offer in Compromise process for a tax liability of nearly $15,000 dating back to 2001. The client was able to settle his entire tax bills with the IRS for just under $2,500. This case is notable because the client was in his early 40’s and acceptance of the OIC was unlikely because of future potential earnings. However, TaxPlus proceeded with the case because the client was unemployed at the time of filing and was able to document the client’s income deficiency.

The Internal Revenue Service (IRS) ‘Offer in Compromise’ programs provide financially distressed taxpayers an opportunity to settle all outstanding taxes, interest and penalties for a lump sum less than the total amount owed. State tax collection departments may also accept IRS settlements.

The settlement amount of an Offer in Compromise will vary depending on the ability to pay based on income, assets, liabilities and future income prospects. Guidelines allow for the settlement sum to be paid in several installments over a defined period or in a lump sum.

TaxPlus
For further information, contact:
Tony Navarro at 310-398-3231