Customer Reviews

I received an audit notice for my most recently filed 1040. They were questioning Schedule C expenses. My wife had been sick during the record gathering time for that return's preparation. So some of the expenses were estimated and without receipts. I called Mark to ask him to go to the audit with me, and he said he would go in my place. I asked if that was really allowed, and he assured me it is. He immediately filed a tax power of attorney and call the tax compliance officer to schedule their meeting. He had to make a couple of trips to the IRS office to cover all of the items they were questioning. But his knowledge of tax regulations and IRS procedures, along with solid defense preparation, achieved a reasonable agreement on the accepted expenses. There was a large penalty for tax understatement that resulted from the expenses that were disallowed. Mark offered my wife's illness as reasonable cause for abating most of the penalty. The TCO was not inclined to grant the abatement, but Mark talked to the man's supervisor who agreed to abate, and we settled. I had to pay a little bit, but it was much less than their first proposal. We set up an installment agreement to make it easier for me to pay off my balance. Throughout the whole ordeal, I felt mostly at ease because I had a tax professional representing me who kept me in the loop. I always knew the status of the items in question. I was thoroughly satisfied with my representation and final results.

The IRS said I owed them more than $70,000, and I was afraid to file for social security benefits because the IRS might take them as payment on my tax debt. I also had 3 years of unfiled returns. I was a nervous wreck waiting for someone to show up at my door, and this tax problem was also affecting my family relationships. I finally decided that I needed professional help. I called Mark, and he immediately filed a tax power of attorney and told them he would now be their contact to settle my case. I was so relieved that I no longer had to fear speaking with a revenue agent. Mark prepared and filed the unfiled returns and submitted them to the IRS along with my financial information. The IRS agreed to place me in 'currently not collectible' status. Mark explained to me that I would not have to make payments unless my finances changed prior to the collection statute expiration date. After that date, collection could no longer be sought. My tax debt would simply go away. The date arrived and mark showed me the IRS account record that said I had no balance due. I was so relieved when I saw that! I'm now drawing a regular social security check. I can't say enough about how professional Mark was and how well he represented me.