Certified Public Accountant
Certified Public Accountant
Tax Resolution Better Than Offer in Compromise!
Troy went through a tough divorce (aren’t they all tough?), and he got way behind, with years of unfiled Individual Income Tax Returns.
While dreaming about his life ambitions, Troy had received annoying IRS letters, and he knew that he had to find a way to get the Internal Revenue Service (IRS) and Utah State Tax Commission (USTC) out of the picture, so, not knowing to whom to turn, he requested a referral from a trusted source… #3 nationally-syndicated financial talk-show host, Dave Ramsey.
Learning that Phil had been Dave Ramsey’s Endorsed Local Provider, since 2008, Troy scheduled a meeting, right away! Phil secured the Power of Attorney, and, in short order, Phil retrieved, analyzed and summarized the tax transcripts that would enable him to prepare the delinquent tax returns.
Having heard about Offers in Compromise, Troy was surprised to hear Phil advise against it, as there was another, less-fee-intensive, strategy.
During the early stages of the tax resolution process, as life would have it, Troy was involved in a recreational accident that left him in a Sandy, Utah rehabilitation center, for several weeks. That did not stop Phil, and Troy was stunned that Phil would visit him at that rehabilitation center!
More importantly, though the anticipated total tax due was over $34,000, Phil resolved the amount due the IRS and USTC to be just over $6,500, for a savings of about $27,500! And Phil did that without going through the time-consuming and fee-intensive Offer in Compromise process!
Now, recovered from his accident, Troy and his son are engaging in a joint business venture, together!
“Thank you SO much Phil, you are the best ever!”
— Troy B., Sandy, UT
Another Case of Tax Relief Better than an Offer in Compromise!
Similarly, Michael and Megan, just married eleven months prior to finding Phil, were in deep tax trouble and were in serious need of tax help. In their early 20s, it was a frightening matter to have the IRS threaten to levy their bank account, for Michael's seriously delinquent back taxes totaling $3,784! The IRS was also demanding the filing of the three delinquent income tax returns, as well as paying up in 30 days!
As if in panic mode, Michael asked if he should make an Offer in Compromise. (Talk about a marriage starting with stress; dealing with tax problems!)
Their choice of tax resolution professionals, Phil secured the Power of Attorney and prepared all of the required delinquent tax returns, including the current year's Income Tax Returns, in less than two weeks, and, instead of owing the IRS $3,784, the IRS owed Michael and Megan a tax refund of $7,780, plus interest! Even better was learning that the Utah State Tax Commission owed them a Utah income tax refund of $1,324!
"Wow! I didn't quite believe it until I actually saw the money in my bank!... We both really, really appreciate that. You have made our lives so much easier and I have nothing but gratitude.... I'll be recommending your tax services for years to come!"
— Michael and Megan Belmonte, Salt Lake City, UT
Oh, and, yes, then they planned their long-overdue honeymoon cruise to each of the Hawaiian Islands!!!
Bonus Tax Advice:
Bright tax planners do not recommend investing hard-earned money in Multilevel Marketing distributorships, ill-founded business opportunities, questionable tax shelters and other deep-level and convoluted tax structuring schemes, where that money is sure to be lost, for the sole purpose of getting tax deductions. This is what Dave Ramsey calls a "stupid tax"!
Back Taxes Simply Vanished for an Elderly Couple!
Larry and Susan, both in their 70s, thought that all was lost, when the IRS started levying their bank account, which held what was left from their social security checks, for back taxes that were several years old. Surely, it was time to get referrals of experienced tax professionals, and, after listening to a similar situation on The Dave Ramsey Show, Larry contacted Phil, who was out, the next day, to analyze the situation.
Documents were submitted, right away, proposing that the IRS remove the bank levy, and, instead of having Larry stress whether he could find sufficient funds to make an Offer in Compromise, Phil suggested a more favorable strategy of extinguishing the assessed back taxes, even suggesting that they would simply vanish, in full, in a matter of two years, due to a little-known provision in the Internal Revenue Code!
Due to an unforeseen technicality, it was, actually, three years later, when the IRS forgave the back taxes, in full!
"...you seem to have the magic touch with the IRS. Thank you!... it feels super good! Susan and I think you are the best."
— Larry and Susan Birch, Salt Lake City, UT
Now, Tax Resolution Magic, for you!
With Phil, you may rest assured that you are minimizing your income tax liabilities, and optimizing your income tax refunds.
Utah Tax Resolution Services include -
Back Taxes become Big Tax Refunds!
Back Taxes Simply Vanished for an Elderly Couple!
Larry and Susan, both in their 70s, thought that all was lost, when the IRS started levying their bank account, which held what was left from their social security checks, for back taxes that were several years old. Surely, it was time to get referrals of experienced tax professionals, and, after listening to a similar situation on The Dave Ramsey Show, Larry contacted Phil, who was out, the next day, to analyze the situation.
Documents were submitted, right away, proposing that the IRS remove the bank levy, and, instead of having Larry stress whether he could find sufficient funds to make an Offer in Compromise, Phil suggested a more favorable strategy of extinguishing the assessed tax delinquency, even suggesting that it would simply vanish, in full, in a matter of two years!
Due to an unforeseen technicality, it was, actually, three years later, when the IRS forgave the back tax delinquency, in full!
"...you seem to have the magic touch with the IRS. Thank you!... it feels super good! Susan and I think you are the best."
— Larry and Susan Birch, Salt Lake City, UT
Now, Tax Resolution Magic, for you!
With Phil, you may rest assured that you are minimizing your income tax liabilities, and optimizing your income tax refunds.
Utah Tax Resolution Services include -
Tax publications, tax forms and self-help tax research:
Tax Resolution Better Than Offer in Compromise!
Troy went through a tough divorce (aren’t they all tough?), and he got way behind with years of unfiled Individual Income Tax Returns.
While dreaming about his life ambitions, Troy had received annoying IRS letters, and he knew that he had to find a way to get the Internal Revenue Service (IRS) and Utah State Tax Commission (USTC) out of the picture, so, not knowing to whom to turn, he requested a referral from a trusted source… #3 nationally-syndicated financial talk-show host, Dave Ramsey.
Learning that Phil had been Dave Ramsey’s Endorsed Local Provider, since 2008, Troy scheduled a meeting, right away! Phil secured the Power of Attorney, and, in short order, Phil retrieved, analyzed and summarized the tax transcripts that would enable him to prepare the delinquent tax returns.
Having heard about Offers in Compromise, Troy was surprised to hear Phil advise against it, as there was another, less-fee-intensive, strategy.
During the early stages of the tax resolution process, as life would have it, Troy was involved in a recreational accident that left him in a Sandy, Utah rehabilitation center, for several weeks. That did not stop Phil, and Troy was stunned that Phil would visit him at that rehabilitation center!
More importantly, though the anticipated total tax due was over $34,000, Phil resolved the amount due the IRS and USTC to be just over $6,500, for a savings of about $27,500! And Phil did that without going through the time-consuming and fee-intensive Offer in Compromise process!
Now, recovered from his accident, Troy and his son are engaging in a joint business venture, together!
“Thank you SO much Phil, you are the best ever!”
— Troy B., Sandy, UT
Another Case of Tax Relief Better than an Offer in Compromise!
Similarly, Michael and Megan, just married eleven months prior to finding Phil, were in deep tax trouble and were in serious need of tax help. In their early 20s, it was a frightening matter to have the IRS threaten to levy their bank account, for Michael's seriously delinquent back taxes totaling $3,784! The IRS was also demanding the filing of the three delinquent income tax returns, as well as paying up in 30 days!
As if in panic mode, Michael asked if he should make an Offer in Compromise. (Talk about a marriage starting with stress; dealing with tax problems!)
Their choice of tax resolution professionals, Phil secured the Power of Attorney and prepared all of the required delinquent tax returns, including the current year's Income Tax Returns, in less than two weeks, and, instead of owing the IRS $3,784, the IRS owed Michael and Megan a tax refund of $7,780, plus interest! Even better was learning that the Utah State Tax Commission owed them a Utah income tax refund of $1,324!
"Wow! I didn't quite believe it until I actually saw the money in my bank!... We both really, really appreciate that. You have made our lives so much easier and I have nothing but gratitude.... I'll be recommending your tax services for years to come!"
— Michael and Megan Belmonte, Salt Lake City, UT
Oh, and, yes, then they planned their long-overdue honeymoon cruise to each of the Hawaiian Islands!!!
Back Taxes Simply Vanished for an Elderly Couple!
Larry and Susan, both in their 70s, thought that all was lost, when the IRS started levying their bank account, which held what was left from their social security checks, for back taxes that were several years old. Surely, it was time to get referrals of experienced tax professionals, and, after listening to a similar situation on The Dave Ramsey Show, Larry contacted Phil, who was out, the next day, to analyze the situation.
Documents were submitted, right away, proposing that the IRS remove the bank levy, and, instead of having Larry stress whether he could find sufficient funds to make an Offer in Compromise, Phil suggested a more favorable strategy of extinguishing the assessed back taxes, even suggesting that those back taxes would simply vanish, in full, in a matter of two years, due to a little-known provision in the Internal Revenue Code!
Due to an unforeseen technicality, it was, actually, three years later, when the IRS forgave the back taxes, in full!
"...you seem to have the magic touch with the IRS. Thank you!... it feels super good! Susan and I think you are the best."
— Larry and Susan Birch, Salt Lake City, UT
Now, Tax Resolution Magic, for you!
With Phil, you may rest assured that you are minimizing your income tax liabilities, and optimizing your income tax refunds.
Utah Tax Resolution Services include -
Tax publications, tax forms and self-help tax research:
Bonus Tax Advice:
Bright tax planners do not recommend investing hard-earned money in Multilevel Marketing distributorships, ill-founded business opportunities, questionable tax shelters and other deep-level and convoluted tax structuring schemes, where that money is sure to be lost, for the sole purpose of getting tax deductions. This is what Dave Ramsey calls a "stupid tax"!
Call 801.562.1272 NOW!