Recent H&A Tax Controversy Wins

Hoffman & Associates Tax team not only offers tax preparation and planning specialists, but also accountants and IRS Enrolled Agents who focus on tax controversy. We represent clients at every level of tax dispute, including assessments, audits, and appeals. Our clients include:

Individuals under income tax audit or assessment; Businesses in disputes over corporate taxes; and Estates under IRS audit or examination. We have successfully represented individuals, businesses, and estates before the Internal Revenue Service, the Georgia Department of Revenue, and the Florida Department of Revenue regarding various income, transfer, sales and use, estate, and gift tax matters. Our services help our clients reduce or eliminate taxes owed.

Recent Client Wins

• A business taxpayer was mistakenly assessed over $65,000 in IRS back up withholding. We were able to work with the client, IRS representatives and taxpayer advocate service to get the assessment reversed. This resulted in a zero-balance due for IRS backup withholding.

• A taxpayer claimed a Qualified Charitable Donation on a tax return. The IRS was going to disallow the carry-over donation. Our Hoffman & Associates team assisted the taxpayer in providing the correct response to the IRS. Our assistance aided in obtaining a no-change result for the taxpayer and allowance of the Qualified Charitable Donation.

• A foreign taxpayer was referred to our firm due to the passing of a spouse. The decedent had a US based account. The foreign taxpayer was not aware of the account. It was determined that the taxpayer had a US estate tax return filing requirement. Our firm assisted with determining the correct taxable estate amount based on US treaty law and filing the return. The taxpayer also needed assistance with obtaining a transfer certificate, in order to gain access to US based funds. In addition to the tax filing and obtaining the transfer certificate, the Hoffman & Associates team was successful in negotiating an approximate abatement of $1.4 million in IRS tax penalties.

• A taxpayer had several tax assessments due to unfiled tax returns. We assisted the taxpayer with filing past due tax returns both for the taxpayer’s business and individually. After assisting the taxpayer with compliance in filing, we were able to successfully negotiate a waiver of approximately $29K of penalty with the Georgia Department of Revenue.

Call us at 404-255-7400 or reach out to our Tax Controversy specialist, Tabitha Relota, at tabitha@hoffmanestatelaw.com.