Case Studies

Our Client Success Stories

The following pages are some recent cases that we've completed for our clients. For each case, the first page shows the Official IRS letter addressed to our enrolled agent, the person working on the case, and our business address. The second page is the settlement acceptance letter from the IRS or State, with the Date the letter was sent to us. It shows that our offer for the settlement was accepted and approved. The third page shows the settlement amount that was accepted and the remaining balance due on the account. You can follow the big long arrows to easily see the relevant information. We've blacked out some personal information to protect our clients.

10-1-2020 Mr. James M.

Mr. James M. owed the IRS over $61,000 for tax years 2009 and 2010. When James retained our services, he had a few missing tax returns followed by a garnishment from the IRS. Lifeback Tax got the taxpayer in compliance with filing his taxes, released the garnishment and placed James' account into hardship status. We submitted the case for an Offer In Compromise (OIC) and it was settled for only$500! James finally has his life back.

CLICK HERE to see the IRS Acceptance

10-1-2020 Mr. Patrick F.

Mr. Patrick F. owed the IRS over $64,000 for tax year 2014. Lifeback Tax was able to resolve the taxpayer's back taxes for only $500. Patrick's financials showed that he had the ability to make small monthly payments to the IRS. Lifeback Tax was able to work with the IRS, present detailed financials and achieved a settlement approved by the IRS. Patrick finally has his life back with the assistance of Lifeback Tax!

CLICK HERE to see the IRS Acceptance

9-28-2020 Mr. Anthonell C.

Mr. Anthonell C. owed the IRS $10,000 for tax years 2007, 2010, 2011, 2012, 2014, 2017 and 2018. Lifeback Tax was able to settle the entire tax debt for only $500! The LifeBack team worked diligently to keep the client out of enforced collections. We then submitted an Offer In Compromise (OIC) for Anthonell. The offer was accepted for $500 despite the client having equity in their property. The taxpayer finally has a fresh start!

CLICK HERE to see the IRS Acceptance

9-3-2020 Mr. Brian M.

Mr. Brian M. owed the IRS over $28,000 for tax years 2006, 2007, 2008, 2009, 2011, 2012, 2013, 2014 and 2017.  Lifeback Tax was able to settle the entire debt for only $100! When Brian retained our services, he had been exposed to collection action for garnishments and bank levies by the IRS.  Lifeback Tax immediately placed a hold on all collection actions, placed Brian's account into hardship status and obtained an offer settlement for the client for only $100! Brian finally has his life back.

CLICK HERE to see the IRS Acceptance

9-3-2020 Mr. Patrick *

Patrick owed the IRS over $25,000 for tax years 2013 and 2016! Lifeback Tax was able to get a settlement for the client for only $500. The Lifeback team worked diligently to keep the client from enduing enforcement action with the IRS. We were also able to place Patrick's account into hardship status and obtain an Offer In Compromise (OIC) despite the taxpayer having equity in his property. Patrick finally has his life back, thanks to LifeBack Tax!

CLICK HERE to see the IRS Acceptance

9-3-2020 Ms. Colodia O.

Ms. Colodia O. owed the IRS over $22,000 for tax years 2014, 2015, 2016, 2017 and 2018. Lifeback Tax was able to settle the entire tax debt for only $500! When the client retained our services, she was making large monthly Installment Agreement payments to the IRS. Lifeback Tax was able to place Colodia's account into hardship status. The LifeBack team stopped all enforcement action on the account and then submitted an OIC for the taxpayer. The offer was accepted for only $500 and now Colodia finally has her life back!

CLICK HERE to see the IRS Acceptance

8-31-2020 Mr. Juan D.

Mr. Juan D. owed the IRS over $150,000 for tax years 2012, 2013, 2014, 2015, 2016 and 2017. Lifeback Tax was able to settle Juan's entire tax debt for only $500, saving the client over $149,500! When Juan retained our services, his account had been placed in collections as the client had missing tax returns for 2018 and 2019. Lifeback Tax worked with Juan towards getting into compliance with his missing tax returns and ensuring that he makes his quarterly estimated tax deposits (due to self-employment income). Once compliance was established, Lifeback Tax was able to submit an Offer In Compromise (OIC) for the client and settle the entire tax debt for $500! Juan is very excited to have his life back.

CLICK HERE to see the IRS Acceptance

8-26-2020 Ms. Sung J.

Ms. Sung J. owed the IRS for over $29,000 for tax years 2011, 2012, 2013, 2014, 2015, 2016 and 2017. The case was settled for only $500! When the taxpayer retained our services, Ms. Sung J was not in compliance with the filing of all tax returns. Lifeback Tax helped ed the client on filing the missing tax returns, placed the account in hardship and followed up with an OIC accepted for the client for only $500! The taxpayer finally has her life back.

CLICK HERE to see the IRS Acceptance

8-20-2020 Mr. Mark H.

Mr. Mark H. owed the state of Michigan over $23,000 for tax years 2011, 2012, 2013 and 2014. Prior to retaining our services, the taxpayer was in compliance with the state of Michigan for his tax returns. However, he had also been placed in collections with the state. Lifeback Tax immediately worked towards placing the account out of collections in order to protect the client from any garnishments or bank levies.  Mark fell behind on state taxes due to an array of issues. He had been dealing with family and heath issues (such as diabetes), his wife suffering from asthma, and facing a major loss in business. Our office submitted an Offer In Compromise with the state and received a settlement for $1,000.  Mark and his family can start fresh and have their life back!

CLICK HERE to see the State Acceptance

8-19-2020 Mr. Charles D.

Mr. Charles D. owed the IRS over $25,000 for tax year 2012. Charles was in compliance in regards to the filing of all his returns. Charles retained our services to protect his assets from seizure as well as to relieve himself from financial and tax burdens. LifeBack Tax kept the client protected from the IRS' enforced collection action and submitted an Offer In Compromise (OIC) offering $400 in lieu of the $25,000 he owed. Although the client had thousands of dollars of equity in his home, we were able to successfully achieve an accepted offer for only $400!

CLICK HERE to see the IRS Acceptance

8-10-2020 Mr. and Mrs. Jerry and Barbara W.

Mr. and Mrs. Jerry and Barbara W. owed the IRS over $45,000 or tax years 2008, 2009, 2011, 2013, 2014, 2015 and 2016. Lifeback Tax was able to obtain an accepted OIC for the clients for only $1,745! When the taxpayers initially obtained our services, they had been placed in collections. The taxpayers' account had also been flagged due to identity theft issues. The Lifeback team was able to resolve the identity theft issue and immediately followed by taking the account out of collections. We then filed for an OIC. Although the offer was initially rejected by the IRS due to equity in the taxpayers' properties, we refiled for an OIC appeal and were able to seek an acceptance for the client for $1,745! Mr. and Mrs. Jerry and Barbara W. finally have their lives back as well as a fresh financial start.

CLICK HERE to see the IRS Acceptance

8-7-2020 Ms. Patty A.

Ms. Patty A owed the IRS for tax years 2004, 2006, 2007, 2017 and 2018. The client's total debt came out to $18,900. Lifeback Tax was able to settle the entire debt for only $100! Patty also owed the State of California in the amount of $12,479.10 for tax years 1998,1999 and 2000. Lifeback Tax was able to have the whole debt written off for the client. Patty finally has her life back!

CLICK HERE to see the IRS Acceptance

7-23-2020 Mr. Thomas D.

Mr. Thomas D. owed the IRS over $38,000 for tax years 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 2016.  Lifeback Tax was able to settle his taxes for $100! When the taxpayer retained our services, his account had been placed in active collection by the IRS. The IRS had also filed a Substitute For Return (SFR) for the client for tax year 2007.  We were immediately able to place the account into hardship status by removing the client's case out of collection status.  Right after, we prepared an offer to settle the client's taxes. The IRS immediately accepted Thomas' offer for $100! The taxpayer finally has his life back thanks to Lifeback Tax.

CLICK HERE to see the IRS Acceptance

7-9-2020 Mr. Lou S.

Mr. Lou S. owed the IRS over $24,000 for tax years 2014, 2015 and 2016.  Lifeback Tax was able to get the client's offer accepted for only $500. When the client retained our services, he was on a payment plan for $100 per month.  We were able to place the client in hardship status and cease the payment plan with the IRS.  Once the client was placed in hardship status, we submitted a settlement offer for $500. Lou finally was able to settle his case  for only $500 and get his life back!

CLICK HERE to see the IRS Acceptance

6-25-2020 Ms. Barbara C.

Ms. Barbara C. owed the IRS over $35,000 for tax years 2008, 2009, 2011, 2012, 2016 and 2017. The taxpayer was also missing tax returns for 2015 and 2018. Lifeback Tax was able to settle the entire tax liability for Ms. Barbara C. for only $500, which the taxpayer will pay over a monthly payment plan of $100 for five months. When the client initially retained our services, the LifeBack team focused on getting the client in compliance with her missing tax returns for 2015 and 2018 as she owed balances for both years. We also placed the account out of collections and filed for an Offer In Compromise. The IRS accepted the offer for $500 and the taxpayer finally has her life back!

CLICK HERE to see the IRS Acceptance

6-12-2020 Mr. John W.

Mr. John W. owed the state of North Carolina over $320,000 for tax years 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012 and 2013.  The taxpayer had also not filed his 2018 tax return.  John was a physician with his own practice. His ex-wife had managed the finances of the business and as a result, he was not aware of the debt until 2014.  John had been struggling since 2014 to clear the debt in order to relieve his stress and enjoy his retirement.  Our first job was to make sure that the taxpayer was in compliance and that all of the returns had been filed.  Once the client became compliant, our office immediately placed the account out of collections, worked on an Offer for the state and had an acceptance for the client in less than 10 months in the amount of $10,000.00.  Lifeback Tax was able to settle the taxpayer balance from $320,000 to $10,000 in less than 10 months.

CLICK HERE to see the State Acceptance

5-11-2020 Mr. Frenchie W.

Frenchie owed the state of Georgia over $13,708 for tax years 2007, 2013, 2014, 2016 and 2018. Lifeback Tax was able to settle his state debt for $3,000.  Frenchie is a self-employed truck driver and is always on road. As a result, Frenchie never got around to taking care of his tax debt.  Once he retained our services, we got him in compliance by filing his missing 2016 state tax return. Thereafter, we submitted financials and offer documents to the state.  The state accepted Frenchie's settlement for $3,000 and allowed him a fresh start.

CLICK HERE to see the State Acceptance

5-8-2020 Mr. Julius D.

Mr. Julius D. owed the state of Georgia over $43,000 for tax years 2001, 2002, 2003 and 2014. LifeBack Tax was able to settle the entire debt for $9,000. The taxpayer can pay off the accepted offer amount at $250.00 a month for over 36 months! 

CLICK HERE to see the State Acceptance

3-27-2020 Mr. Garver

Mr. Garver and his wife owed the IRS over $588,000.00. When the client initially came on board, he was assigned to an IRS Revenue Officer (RO). We were successfully able to place his account on the currently non collectible (CNC) status with the IRS. Afterwards, we filed an Offer In Compromise (OIC) and settled his tax debt for $3,180.00. The taxpayer has 120 days to pay off the settled amount. Once the offer amount has been paid, all the federal tax liens will be released by the IRS.

CLICK HERE to see the IRS Acceptance

3-19-2020 Mr. Tyler S.

Tyler owed the IRS over $22,691 for tax years 2006, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017. His entire tax debt was settled for $100.00. When Tyler became a client of Lifeback Tax, his return for the 2016 tax year was missing. We immediately had the client file his 2016 tax return and prepared financials to halt all collection holds on the file. We also submitted a request for an OIC and received an acceptance for the client.  The client had 5 months to pay off the accepted $100 to the IRS.  Tyler is very thankful for getting his life back and a fresh start with the IRS.

CLICK HERE to see the IRS Acceptance

3-12-2020 Mr. Reyes

Mr. Reyes owed the IRS over $21,000 for tax years 2009, 2010, 2011, 2012 and 2013.  When Mr. Reyes became our client, he was in compliance with no missing tax returns. He was also on a fixed income. We thoroughly prepared financials for the client and submitted an offer in compromise for $940.00 to clear the entire debt.  His offer was accepted by the IRS and he finally has his life back.  Mr. Reyes is very grateful to the LifeBack Tax team as this settlement has alleviated his huge debt, allowing him to focus on other things in his life.

 

CLICK HERE to see the IRS Acceptance

2-4-2020 Mr. Johnny C.

Mr. Johnny C. owed the IRS over $50,000 for tax years 2009, 2010, 2011, 2012, 2013 and 2017. LifeBack Tax was able to settle his debt for only $500! When the client came on board, he was missing his 2013 and 2015 tax returns. The LifeBack team prepared the client's returns while also finalizing his financials.  The account was placed out of collection and with the offer in compromise unit.  Lifeback Tax offered $500.00 to settle the entire tax debt and the offer was accepted by the IRS. Johnny finally has his life back!

CLICK HERE to see the IRS Acceptance

7-22-2019 Mr. Procel

Mr. Procel owed the IRS over $43,000.00 and Lifeback Tax settled the debt for $1,000.00. Mr. Procel owed the IRS for tax years 2010, 2011 and 2012. Mr. Procel was current with the filing of all his tax returns. Mr. Procel's file was approved for hardship followed by an Offer In Compromise (OIC) application. Initially, the OIC was rejected because the taxpayer had rental property with buildup equity. Lifeback Tax appealed the OIC rejected and it was accepted in OIC appeals for $1,000.00. Our team fought hard for our client and got his life back. Lifeback Tax was also successful in getting client's offer accepted $2,000.00 on a smaller debt.
 

CLICK HERE to see the IRS Acceptance

7-2-2019 Potts

M. Potts owed the State of Maryland (MD) in back taxes over $22,000.00. Life back Tax settled his tax debt with the state of $2,000.00. When the client came on board with us, they owed for tax years 2002, 2003, 2004, 2005 and 2012. The client was also missing tax years 2006 and 2007. The client filed his 2006 and 2007 tax year and paid off any pending balance because of the state of MD Offer In Compromise (OIC) rule which clear states that each assessment must be two years or older. All the assessments were older than two years except for 2006 and 2007. Once the client was able to pay off his balance for tax year 2006 and 2007, we submitted an OIC for the client, which was accepted for $2,000.00. Lifeback Tax helped client get this life back by settling his tax debt but educating the client on the importance of compliance and filing tax returns timely.
 

CLICK HERE to see the State Acceptance

6-28-2019 Washington

Mrs. Washington owed the IRS over $26,000.00 in back taxes for tax years 2008, 2009, 2010, 2011, 2012, 2013, 2014. The taxpayer also had missing tax for tax year 2015 and 2016. Ms. Washington has been through some tough hardship with her husband's accident which resulted in decline in income since the taxpayer's were self-employed. Lifeback Tax got the client in current compliance and placed the account in hardship with the IRS. Next, the Offer In Compromise (OIC) was submitted on behalf of the taxpayer and settled for $4,058.00. Mrs. Washington was a great candidate for OIC for the state of South Caroline (SC) but, per the state of SC rule, the tax debt balance has to be over $10,000.00 in order to the state to entertain an offer. However, Lifeback Tax did obtain an abatement of penalties for the client for the state. Bruce and his wife owed the IRS over $588,000.00. When the client initially came on board, he was assigned to an IRS Revenue Officer (RO). We were successfully able to place his account on the currently non collectible (CNC) status with the IRS. Afterwards, we filed an Offer In Compromise (OIC) and settled his tax debt for $3,180.00. The taxpayer has 120 day to pay off the settled amount. Once the offer amount has been paid, all the federal tax liens will be released by the IRS.

CLICK HERE to see the IRS Acceptance