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Representative Cases

Offer in Compromise Doubt as to Collectability

Practice Area: Tax
Date: Jul 27, 2017
Outcome: IRS Agreed - $25.00 as full settlement for $97,004.00 tax liability

Description:
Taxpayer was assessed tax preparer penalty in the amount $97,004.00. At the time, she was 23 years old. She had worked for a tax preparation firm and received less than two weeks of training on how to prepare tax returns. The IRS assessed her a penalty for each return she prepared incorrectly totaling $97,004.52. She was currently making minimum wage at her job and unable to pay the debt back to the IRS. We filed an Offer in Compromise Doubt as to Collectibility offering $25.00 to settle the debt in full.


Correspondence Exam - Paypal 1099

Practice Area: Tax
Date: Jun 21, 2017
Outcome: IRS Agreed - Balance Adjusted from $72,523.00 to $752.00

Description:
Taxpayer received a Notice of Changes to her tax return due to income reported to the IRS on a 1099 from Paypal. The IRS assessed additional tax, interest, and penalties in the amount of $72,523.00 for the 2014 tax year. Taxpayer did not receive any of the money listed on the 1099 from Paypal. We filed a response package showing the Taxpayer did not receive any of the money and the IRS reduced the tax to $752.00.


Audit - Notice of Deficiency for 2012-2014

Practice Area: Tax
Date: Feb 20, 2017
Outcome: IRS Agreed - Balance Adjusted from $23,086.80 to Zero

Description:
IRS issued Notice of Deficiency increasing Taxpayer's Liability by $23,0876.80 for 2012-2014 due to Schedule C expenses that were denied. We filed an audit response package for each year. IRS agreed to count the expenses and reduced each year to zero.


Audit Reconsideration

Practice Area: Tax
Date: Feb 17, 2017
Outcome: IRS Agreed - Reduction from $15,123.00 to $2,385.48

Description:
Taxpayer received Notice of Deficiency for 2014 tax year due to unreported income and denied Schedule C expenses. Taxpayer's employer issued incorrect W-2. We filed an Audit Reconsideration package and were able to reduce tax from $15,123.00 to $2,385.48 without proof or any documentation from Taxpayer.


Chapter 7 Bankruptcy Discharge with Tax Debt

Practice Area: Bankruptcy and debt
Date: Feb 15, 2017
Outcome: Full Bankruptcy Discharge of Debts Including IRS Tax Debt

Description:
Debtor had $30,000.00 of tax liability they were unable to pay and were facing IRS bank levy and wage garnishment. Helped them filed Chapter 7 bankruptcy to stop IRS bank levy and wage garnishment. Case was completed in 3 months.


Employment Tax Liability Case - Currently Non-Collectible

Practice Area: Tax
Date: Oct 20, 2016
Outcome: Currently Non-Collectible No Payments Due to IRS

Description:
Business owed Federal Employment Taxes in the amount of $328,870.00. IRS tried to collect via bank levy. We submitted a financial package showing inability to full pay. Taxpayer's liabilities were placed in Currently Non-Collectible for a period of two years, meaning Taxpayer did not have to make any payments to the IRS. This allowed Taxpayer to focus on growing his business, without worrying about paying the IRS for past tax debt.


Levy Released - Case Placed in Currently Non-Collectible

Practice Area: Tax
Date: Sep 30, 2016
Outcome: Levy Released - Case Place in Currently Non-Collectible

Description:
Taxpayer owed $221,474.00 in tax liability for a period of seven years. IRS was levying his income, which affected his ability to work and earn income. We submitted a financial package to IRS and the Revenue Agent agreed to place client in Currently Non-Collectible Status, meaning Taxpayer did not have to make any payments to the IRS for a period of two years. In addition, the IRS released his wage levy and Taxpayer was allowed to keep all of his future income. Case resolved in 9 months. Prior attorney worked on case for 4 years without resolution.


Offer in Compromise Doubt as to Liability ( OIC DATL )

Practice Area: Tax
Date: Apr 28, 2016
Outcome: IRS Agreed - Full Abatement of Tax Assessed in the amount of $8,683.00

Description:
Taxpayers received permanent guardianship of two minor children. IRS denied dependency exemption, EITC, which created an $8,683.00 liability for the tax year. OIC DATL was filed. IRS agreed to accept children for the tax purposes and credits resulting in a full abatement of tax owed and reducing their liability to zero.


Offer in Compromise Doubt as to Collectability

Practice Area: Tax
Date: Jun 15, 2015
Outcome: IRS Agreed - $10.00 as full settlement for $46,042.00 tax liability

Description:
Taxpayer had an IRS tax liability in the amount of $46,032.00. After suffering numerous strokes and being denied disability, the IRS was still trying to collect the debt even though taxpayer was in a nursing home and unable to work. We filed an offer in compromise offering to pay $10.00 for full settlement of the tax.


Correspondence Exam - Lemon Law Exclusion of Tax

Practice Area: Tax
Date: Apr 21, 2015
Outcome: Agreed - IRS reduced additional assessment from $2,628.00 to Zero

Description:
Taxpayer was awarded $10,000.00 under lemon law recovery. Dealership issued Taxpayer a 1099 for the settlement. The Taxpayer did not include the amount in his return. The IRS asserted the funds were income. We filed a response to the exam unit regarding the income should not be included as income as it was making Taxpayer whole again. Thus, there was no gain by the Taxpayer. IRS reduced the liability to zero.

Testimonials
I run a CPA firm and Alyssa has helped my clients that have IRS issues. Her expertise ends up giving the clients more favorable tax liability positions than they had before. She is enjoyable to work with and communicates clearly and to the point. I have learned a lot from her due to her immense tax resolution knowledge.
★★★★★
Alyssa Whatley helped us with a major tax issue that seemed impossible and she seemed to do it with ease. She helped us through a very difficult and hard time. Alyssa's work ethics and performance set a very high standard that we value. She works with strong intention and honesty. She represented us so well and gave us honest answers. She was careful and this made us know that she is trustworthy. We knew that she really wanted to help us and that is her heart for why she does what she does. Alyssa has an endearing confidence that gave us assurance and a calm knowing that she is very knowledgable and good at what she does! Alyssa always responded promptly to us and kept us very informed. She is definitely at the top of her game in her field! Thankful to have had her representing us! Lindy
★★★★★
Alyssa immediately impressed me with her competence. That was most important to me. How well will my attorney do their job for me? Alyssa knocked it out of the park for me. Her understanding of our overly complex Tax laws never ceased to amaze me. Alyssa seemed to know every trick in the book to achieve the best results. Alyssa analyzed my state of affairs and delivered better results than I had hoped for. Before meeting Alyssa, I was wary about whether my attorney would have _my_ best interest at heart? I did not expect a cheerful attorney; What a difference a smile makes when you're going through troubled waters. Alyssa deserves my highest recommendation. I just wish I could express my appreciation better. Job well done, Alyssa! Thank you! Anonymous
★★★★★
I contacted Alyssa after I was wrongfully imprisoned due to a clerical error by Fulton Co. Alyssa listened with empathy to my entire story and took all of the correct steps in handling my case. Alyssa updated me frequently on my case so that I could rest assure it was in the right hands. Alyssa was able to get my case dropped and my money returned very quickly. Mrs. Whatley came highly recommended to me and I see why. Alyssa's professionalism, experience, compassion, and positive attitude was exactly what I needed during this time of uncertainty. Kaitlin
★★★★★
Mrs.Whatley handled a case for us with the IRS. We had tax liens after a Chapter 13 bankruptcy and she was able to have them removed promptly. She is extremely knowledgeable about tax law and I'd recommend her to anyone, including my own family and friends. Keith
★★★★★