Case Study
Individual · Unfiled returns and active levy
- Complexity
- Multi-year non-filer with wage levy
- Work performed
- Compliance filings, transcript reconciliation, Collection Due Process request, negotiated release
- Outcome
- Levy released; installment agreement in place; taxpayer returned to full compliance.
Case Study
Business · Payroll-tax trust-fund exposure
- Complexity
- Multiple 941 periods delinquent; TFRP interviews scheduled for officers
- Work performed
- Stabilized current-period deposits, reconstructed deposit history, coordinated business and personal resolutions
- Outcome
- Business installment agreement; personal exposure limited to identified responsible parties.
Case Study
Individual · Offer in Compromise
- Complexity
- Six-figure liability with limited assets and constrained income
- Work performed
- Reasonable Collection Potential analysis, financial documentation, Form 656 package
- Outcome
- OIC accepted; compliance requirements enforced through the five-year period.
Case Study
Foreign seller · FIRPTA over-withholding
- Complexity
- Sale of U.S. real property with mechanical 15% withholding exceeding actual tax
- Work performed
- U.S. tax filing, coordination with escrow, refund claim
- Outcome
- Refund issued for the amount over-withheld.
Verified Review · TaxBuzz
“I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can you trust? Legacy explained the plan clearly and stayed with me through every step.”
Past outcomes do not guarantee future results. Every case depends on the taxpayer's facts, compliance, finances, and applicable law.