Dallas Tax Preparation Tax returns Dallas Tax returns Fort Worth Tax returns DFW Tax returns Plano Tax returns Denton Tax returns

Back to Client Success Stories

Tax Preparation

Filing returns - even without the records
- Challenge: My wife passed away suddenly, and my life was in extreme disarray. When I went to my wife's office to pick up her belongings, I was shocked to discover that all of our personal records had been thrown away shortly after her death. Soon after, I received a letter from the IRS complaining that I had not filed my latest tax return. Although I remembered mailing it myself, the copies and all supporting documentation had been thrown away.
- Solution: One meeting with Jay Schlichting allayed all of my fears. The Schlichting Group created a tax return the IRS would accept, even though I didn't have any records.
- Results: I am totally out of IRS trouble. In fact, I plan to have The Schlichting Group file my personal tax returns every year.
Kissing expensive IRS penalties goodbye
- Challenge: Because of financial circumstances beyond my control, my software development company was forced to make delinquent payroll tax deposits for two quarters. The IRS assessed penalties of almost $17,000.
- Solution: The Schlichting Group presented my case before the IRS.
- Results: Thanks to their convincing arguments and tough negotiations, The Schlichting Group was successful at getting the penalties removed.
Protecting an innocent spouse
- Challenge: As a CPA, I carefully filed my own tax return each year. After I married my husband, he informed me that he had not filed a tax return in 12 years.
- Solution: I called The Schlichting Group. Together, we filed a post-nuptial agreement, which protected my personal assets from the IRS. The Schlichting Group then went to work resolving my husband's $83,000 tax debt.
- Results: After negotiations with the IRS, my husband owed only $6,000. Best of all, the retirement savings I worked to accumulate before we got married is safe.