Prepared and filed hundreds of Streamlined Offshore Procedure Compliance packages, including preparation of necessary tax returns and international forms, saving clients significant unassessed penalties and mitigating risk of audit and criminal investigation.
Abated over $500,000 in assessed civil penalties arguing reasonable cause for a company that failed to correctly file required informational forms.
Negotiated offers in compromise at the Federal and Illinois levels saving taxpayers millions of dollars in taxes.
Developed and implemented strategy to save corporate Illinois taxpayer over a hundred thousand dollars in pre-assessed income taxes and post-assessed sales taxes utilizing both the Fast Track Resolution as well as the Illinois Independent Tax Tribunal.
Recovered $70,000 wrongfully withheld non-resident tax for a taxpayer that had been attempting to receive the same for approximately four years through two other law firms.
Argued for and had Defendants receive substantially below recommended guideline prison sentences for Federal tax crimes.
Defeated the Illinois Department of Revenue at the Illinois Tax Tribunal (one of few published decisions) arguing that a Notice of Proposed Liability against an individual who failed to pay sales taxes on behalf of a corporation was barred by the statute of limitations: https://taxtribunal.illinois.gov/decisions-rulings.html (22-TT-54)
Received compliments from several IRS revenue agents and revenue officers to the effect of “If I ever needed representation before the IRS, I would want you advocating for me” for continued advocacy of clients after receiving initially unsatisfactory responses.
