Client examples

A partner firm sells the services it offers. Most clients need more than that. Each example shows the original engagement, what a 21 Century review found, and the added services that resolved the case and kept it resolved, for the client and the firm.

These are illustrative examples, not client stories. Each one is a composite of situations our team regularly sees in tax resolution work. Names, numbers and details are invented and do not describe any actual taxpayer. They show the kind of work involved, not a promised or typical result. Every case depends on its own facts, its documents and IRS decisions.

Tax resolution firm

The contractor whose payment plan never started

The original engagement: A monthly payment plan with the IRS, which is the firm’s core service.
Services 21 Century added: 6: Appeal Before a Levy (30-Day Hearing), Rebuild Missing Business Records, Back Tax Returns — Personal and more
Lasting result: Books kept monthly and current-year tax saved as he earns it, so no new balance builds.

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CPA or EA firm

The consultant whose payment plan was about to default

The original engagement: A payment plan on two years of unpaid tax, set up by the firm along with her returns.
Services 21 Century added: 5: Tax Set-Aside & Payment Plan, Penalty Removal, Should I Be an S-Corp? and more
Lasting result: Quarterly estimates set aside automatically, and a business structure and retirement plan that lower future tax.

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Tax resolution firm, field case

The restaurant that kept falling behind on payroll tax

The original engagement: A payment plan on the business’s unpaid payroll tax.
Services 21 Century added: 6: IRS Field Agent Representation (Business), Personal Payroll Tax Liability Defense, Payroll Tax Catch-Up and more
Lasting result: Every deposit checked monthly, cash planned 13 weeks out, and the owner on a regular paycheck.

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Attorney

The divorce that came with a tax bill

The original engagement: Divorce representation.
Services 21 Century added: 3: Relief from a Spouse’s Tax Debt, Recover Your Share of a Seized Refund, Divorce Tax Planning
Lasting result: The client files separately, with withholding set correctly from the first year.

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Debt resolution company

Settled credit cards and a surprise IRS notice

The original engagement: A debt settlement program on about $60,000 of credit card balances.
Services 21 Century added: 3: Income Mismatch Response (CP2000), Tax Relief on Settled Debt, Monthly Payment Plan with the IRS
Lasting result: Withholding corrected, so she doesn’t end up with a new tax balance, and the settlement program completed.

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Financial advisor or insurance professional

The retiree who paid the bills from an IRA

The original engagement: Retirement planning.
Services 21 Century added: 4: Levy & Garnishment Defense, Add New Tax Debt to Your Case, Before You Cash Out a Retirement Account and more
Lasting result: Tax withheld on every withdrawal, and withdrawals timed with Social Security to keep tax lower and steady.

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Full descriptions of each service are on our services page. This page is general information for tax and financial professionals, not tax or legal advice for a specific situation. Eligibility for any relief, including penalty relief, spouse relief and the exclusion of forgiven debt, depends on the taxpayer’s facts and IRS review.

Which of these is on your books?

Tell us about your firm and the clients you serve. We’ll show you which services we can add for them.

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