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Success Story #1

By
Education & Training with Number Cruncher LLC

A client came to me with a big IRS problem.  The Client had received letters showing an estimated $64,324 in Federal and State taxes were owed for the years 2013, 2014, 2015, 2016, 2017, 2018 & 2019.  In visiting with the client it was discovered returns were not filed because of the spouce's death.  

After obtaining Power of Attorney Forms for the IRS and the State, I pulled transcripts and discovered that Substitute for Returns was filed based on the income forms that the IRS and State government had received for those years. No additional deductions or credits were taken on the SFR creating the high balance owed.

The IRS only needed the last 6 years of returns filed.  As a result, returns only for the years 2016 - 2019 were filed to the IRS.  The state required that all the years (2013-2019) be filed.

After submitting all the required tax returns, the client's ending balances owed were $2,225 Federal and $695 State.  A Savings of $61,404.00!

If you or someone you know is dealing with IRS problems, contact me at 702-469-9426 or candy@numbercruncherllc.tax.

 

Comments (8)

Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

That is a humongous savings CANDACE (Candy) STEVENS, EA . Great job, They ought to be sending all their friends to you as the BEST Realtor ever.

Jan 16, 2024 11:42 AM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Candy and you are a Champ to save these people that much money and the word should get out there about you.  Glad to see you in the Rain.

Jan 16, 2024 01:19 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good evening Candy,

NOW that is a savings!!I'm sure your client will be singing your praises to everyone they talk to!

Jan 16, 2024 08:21 PM
Kat Palmiotti
eXp Commercial, Referral Divison - Kalispell, MT
Helping your Montana dreams take root

Now that was an EXCELLENT result! I'm sure that person was soooo happy!

Jan 17, 2024 05:25 AM
CANDACE (Candy) STEVENS, EA
Number Cruncher LLC - Overton, NV
Helping Taxpayers Resolve IRS problems

Thank you Bob "RealMan" Timm .  I sure hope my friends refer me to others!

Have a great day!

Jan 17, 2024 10:14 AM
CANDACE (Candy) STEVENS, EA
Number Cruncher LLC - Overton, NV
Helping Taxpayers Resolve IRS problems

Thank you Will Hamm.  I hope is the word will get out about how I can help people with IRS problems.

Have a great day!

Jan 17, 2024 10:15 AM
CANDACE (Candy) STEVENS, EA
Number Cruncher LLC - Overton, NV
Helping Taxpayers Resolve IRS problems

The client was very happy to have the stress taken off her.

Have a great day Dorie Dillard Austin TX.

Jan 17, 2024 10:15 AM
CANDACE (Candy) STEVENS, EA
Number Cruncher LLC - Overton, NV
Helping Taxpayers Resolve IRS problems

It was fun to help the client save so much money!

Have a wonderful day Kat Palmiotti !

Jan 17, 2024 10:16 AM