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Client Testimonials

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• • 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.(...)

    —Protecting an innocent spouse

• • 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.   Result: Thanks to their convincing arguments and tough negotiations, The Schlichting(...)

    —Kissing expensive IRS penalties goodbye

• • 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(...)

    —Filing returns – even without the records

• • Fighting for a fair payment plan Challenge: I wanted to give the IRS the taxes that I owed. But some large medical expenses made it impossible for me to pay. At first, the IRS said it would accept an installment agreement with low payments I could afford. Then suddenly, the IRS changed its mind. They refused to consider(...)

    —Fighting for a fair payment plan

• • Challenge: I did not file tax returns or make tax payments for several years. The IRS came after me, claiming I owed thousands of dollars in back taxes.   Solution: The Schlichting Group quickly prepared and filed my outstanding tax returns. Because I owed so much money, they worked to negotiate a payment plan I could keep up with.(...)

    —Making my payment plans more affordable

• • Spreading payments over time Challenge: I failed to file tax returns for four years. When the IRS contacted me, it claimed that I owed thousands in back taxes.   Solution: In just two weeks, The Schlichting Group had prepared and filed my tax returns. They also negotiated a payment plan – even before the IRS had examined(...)

    —Spreading payments over time

• • Settling for less than we owed Challenge: We did not file our personal tax returns for eight years. Both self-employed, we had minimal records. The IRS sent us a warning letter. When we filed our returns, we owed more than $325,000, including penalties and interest.   Solution: We called The Schlichting Group. They immediately started negotiations with the(...)

    —Settling for less than we owed

• • Paying off a multi-year tax bill Challenge: Over a period of 11 years, I racked up a tax bill of about $650,000.   Solution: The Schlichting Group took on my case. They kept the IRS at bay and started negotiations.   Results: The IRS accepted an offer in compromise. They took the equity in my home, which was(...)

    —Paying off a multi-year tax bill

• • Promoting the financial - and physical - health of our clients Challenge: As a self-employed business owner, I struggled for years to build my business. As a result, all of my available funds were tied up in the company, and I neglected to pay my income taxes. I owed the IRS $96,000. I tried to resolve the problem(...)

    —Promoting the financial – and physical – health of our clients

• • Saving thousands for a troubled taxpayer Challenge: After failing to pay estimated taxes for several years, I owed the IRS more than $50,000.   Solution: The Schlichting Group negotiated with the IRS. They also helped me get current with my estimated payments.   Results: My debt was reduced from $50,000 to $4,000. And thanks to The Schlichting Group’s(...)

    —Saving thousands for a troubled taxpayer