Use Cases: Taxpayers

Real-world examples of how individual taxpayers and small business owners have successfully resolved their IRS issues using Brevitax's platform and professional network.

Case Study: Small Business Owner

The Challenge

• Business was barely breaking even
• Couldn't afford to pay the full amount
• Needed to protect business operations
• Had never dealt with IRS collection before

The Solution

• Matched with an enrolled agent specializing in business tax issues
• Prepared comprehensive financial analysis
• Negotiated an installment agreement for $1,200/month
• Successfully removed the tax lien after 6 months of payments

The Outcome

• Payment Plan: Manageable monthly payments
• Business Saved: Avoided asset seizure
• Credit Restored: Lien removal improved credit score
• Peace of Mind: Professional handling of all IRS communications

Case Study: Individual Taxpayer

The Challenge

• Debt had grown to $62,000 with penalties and interest
• Irregular income made payment planning difficult
• Feared wage garnishment and bank levies
• Needed to file several missing tax returns

The Solution

• Connected with a CPA experienced in freelancer tax issues
• Filed all missing tax returns
• Applied for first-time penalty abatement
• Negotiated an offer in compromise for $18,000

The Outcome

• Debt Reduction: 71% reduction in total debt
• Compliance: All returns filed and current
• Fresh Start: Clean slate with the IRS
• Financial Relief: Affordable lump-sum payment

Case Study: Retiree on Fixed Income

The Challenge

• Fixed income of $2,400/month
• High medical expenses
• IRS threatening to garnish Social Security
• Worried about losing her home

The Solution

• Worked with a tax attorney specializing in senior issues
• Documented economic hardship status
• Applied for currently not collectible (CNC) status
• Protected Social Security from garnishment

The Outcome

• Collection Suspended: IRS stopped all collection activities
• Income Protected: Social Security remained untouched
• Peace of Mind: No more threatening letters
• Future Planning: Clear understanding of options if situation improves

Common Taxpayer Scenarios

Scenario 1: Unfiled Returns

Typical Situation: Multiple years of unfiled returns with growing penalties

• File all missing returns immediately
• Calculate total tax liability
• Apply for penalty abatement where appropriate
• Set up payment plan for remaining balance

Scenario 2: Payroll Tax Issues

Typical Situation: Small business behind on payroll tax deposits

• Get current on all payroll tax obligations
• Negotiate installment agreement for back taxes
• Implement systems to prevent future issues
• Consider trust fund recovery penalty defense if applicable

Scenario 3: Audit and Additional Assessments

Typical Situation: IRS audit results in significant additional tax owed

• Review audit findings for accuracy
• Appeal if disagreement with results
• Negotiate payment terms for accepted assessments
• Explore penalty abatement opportunities

Success Factors

Early Intervention

• Address issues as soon as they arise
• Don't ignore IRS notices and letters
• Seek professional help before problems escalate
• Maintain open communication with the IRS

Complete Documentation

• Gather all relevant financial documents
• Provide accurate and complete information
• Maintain organized records throughout the process
• Respond promptly to requests for additional information

Professional Guidance

• Work with experienced tax professionals
• Choose specialists appropriate for your situation
• Maintain regular communication with your representative
• Follow professional advice and recommendations

Cost Considerations

Professional Fees

• Simple Cases: $1,500-$3,000
• Complex Cases: $3,000-$7,500
• Ongoing Representation: $200-$400/hour
• Payment Plans: Many professionals offer payment plans

Value Proposition

• Professional fees often less than penalties and interest saved
• Faster resolution than attempting DIY approach
• Better outcomes through professional expertise
• Peace of mind and reduced stress

Getting Started

Step 1: Assessment

• Complete our secure intake questionnaire
• Upload relevant tax documents and IRS notices
• Receive preliminary case evaluation
• Understand your options and potential outcomes

Step 2: Professional Matching

• Review profiles of qualified professionals
• Compare credentials, experience, and fees
• Schedule consultations with preferred candidates
• Select the professional best suited for your case

Step 3: Case Resolution

• Sign engagement agreement with chosen professional
• Provide complete case information and documentation
• Work collaboratively throughout the resolution process
• Achieve successful resolution of your tax issues