Dealing with the U.S. Internal Revenue Service can be daunting. Trinity can help you through the process to resolve your issues quickly and efficiently. We have the expertise and experience to help resolve all of your tax debt needs.
Our EXPERTISE
Trinity’s staff includes Enrolled Agents who will represent you before the U.S. Internal Revenue Service to resolve your tax debt issues. Check out our quick video to learn why Enrolled Agents are best suited to take on your tax debt case.
OUR SERVICES
‣ IRS Tax Return Audits
‣ Lien Removal & Withdrawal
‣ Back Tax Filing
‣ State Tax Return Audits
‣ Offer In Compromise
‣ Penalty Abatement
‣ Wage/Income Garnishments
‣ Innocent Spouse Relief
‣ Installment Agreements
‣ IRS Levy Removal
‣ 940/941 Payroll Issues
‣ Currently Not Collectible
‣ IRS Tax Return Audits
‣ Lien Removal & Withdrawal
‣ Back Tax Filing
‣ State Tax Return Audits
‣ Offer In Compromise
‣ Penalty Abatement
‣ Wage/Income Garnishments
‣ Innocent Spouse Relief
‣ Installment Agreements
‣ IRS Levy Removal
‣ 940/941 Payroll Issues
‣ Currently Not Collectible
OUR PROCESS
Trinity’s step-by-step process is proven to be easy to follow and efficient in getting tax debt issues resolved. We offer a FREE case review to ensure you have a complete understanding of your tax debt situation.
OUR EXPERIENCE
Trinity has extensive experience in helping to resolve a variety of tax debt issues. The cases below provide an overview of the results Trinity has gotten for it clients and we can help you too.
Unreported Income for Sale of Home
OVERVIEW
‣ Taxpayer failed to report $350,000 sale of her home on her tax return.
‣ IRS assessed:
$119,328 for the increase in tax for the sale of the home
$23,866 substantial tax understatement penalty
$143,197 total owed
RESOLUTION
‣ Acquired information from the taxpayer and determined that this was the sale of her first home. (In 1918 the home was titled to the taxpayer and her mother.)
‣ Calculated the adjusted basis on the sale of the home and reduced the gain on the sale of the home from $350,000 to $63,500.
‣ Trinity prepared a response and submitted it to the IRS.
‣ The IRS responded that the taxpayer now owed $21,981 instead of $143,197.00
‣ Advised the taxpayer to pay the amount in full.
RESULT
The taxpayer paid the amount and the IRS corrected the gain on the sale of the home, other income, and the schedule A deduction and issued the taxpayer a refund of $8,817.72
OVERVIEW
‣ Taxpayer failed to report $350,000 sale of her home on her tax return.
‣ IRS assessed:
$119,328 for the increase in tax for the sale of the home
$23,866 substantial tax understatement penalty
$143,197 total owed
RESOLUTION
‣ Acquired information from the taxpayer and determined that this was the sale of her first home. (In 1918 the home was titled to the taxpayer and her mother.)
‣ Calculated the adjusted basis on the sale of the home and reduced the gain on the sale of the home from $350,000 to $63,500.
‣ Trinity prepared a response and submitted it to the IRS.
‣ The IRS responded that the taxpayer now owed $21,981 instead of $143,197.00
‣ Advised the taxpayer to pay the amount in full.
RESULT
The taxpayer paid the amount and the IRS corrected the gain on the sale of the home, other income, and the schedule A deduction and issued the taxpayer a refund of $8,817.72
Unpaid Delinquent Tax Returns
OVERVIEW
‣ Taxpayer was delinquent in 2015 Corporate and Individual tax return.
‣ Taxpayer had Federal Tax Lien filed for tax year 2014 that caused her insurance license to be terminated.
‣ For tax years 2005-2014, the taxpayer owed $105,278.13.
RESOLUTION
‣ Trinity filed the delinquent tax return for 2015 to get the taxpayer into compliance.
‣ Trinity performed an Investigation of Liability to determined how much the taxpayer owed.
‣ Trinity reviewed the transcripts and determine that IRS would only be able to collect on $25,780.00 and entered into a partial pay installments agreement.
RESULT
‣ The partial payment agreement helped in requesting the lien withdrawal so the taxpayer could keep their insurance license.
‣ Trinity negotiated a reduction from the IRS-proposed payment amount of $1,500/mo. to a reduced payment of $716,00/mo. for three years.
OVERVIEW
‣ Taxpayer was delinquent in 2015 Corporate and Individual tax return.
‣ Taxpayer had Federal Tax Lien filed for tax year 2014 that caused her insurance license to be terminated.
‣ For tax years 2005-2014, the taxpayer owed $105,278.13.
RESOLUTION
‣ Trinity filed the delinquent tax return for 2015 to get the taxpayer into compliance.
‣ Trinity performed an Investigation of Liability to determined how much the taxpayer owed.
‣ Trinity reviewed the transcripts and determine that IRS would only be able to collect on $25,780.00 and entered into a partial pay installments agreement.
RESULT
‣ The partial payment agreement helped in requesting the lien withdrawal so the taxpayer could keep their insurance license.
‣ Trinity negotiated a reduction from the IRS-proposed payment amount of $1,500/mo. to a reduced payment of $716,00/mo. for three years.
Federal Tax lien
OVERVIEW
‣ Deceased taxpayer owed the IRS $100,358.00 in unpaid taxes for tax years 2012 to 2016.
‣ The family of the taxpayer tried to sale the primary residence and rental property only to learn that a Federal Tax Lien had been filed.
‣ The taxpayer’s family did not have as signed power of attorney authorization to speak with the IRS on the taxpayer’s behalf to resolve the tax lien issue.
RESOLUTION
‣ Trinity executed a power of attorney for the deceased taxpayer with the surviving spouse’s authorization and supporting documentation.
‣ Trinity contacted the IRS and informed them that the family was in the process of selling the primary residence of the deceased and would need a lien payoff and release for the property.
RESULT
‣ The IRS faxed the Lien payoff documents to Trinity within 30 days.
‣ Trinity sent the lien payoff to the Title company who wrote a check to the IRS in the amount of $15,602.68.
‣ The IRS released the Lien from both properties and recoded the transaction with the clerk of courts.
‣ The taxpayer’s children were able to sell the primary residence and the taxpayer’s spouse was also able to sell the rental property.
OVERVIEW
‣ Deceased taxpayer owed the IRS $100,358.00 in unpaid taxes for tax years 2012 to 2016.
‣ The family of the taxpayer tried to sale the primary residence and rental property only to learn that a Federal Tax Lien had been filed.
‣ The taxpayer’s family did not have as signed power of attorney authorization to speak with the IRS on the taxpayer’s behalf to resolve the tax lien issue.
RESOLUTION
‣ Trinity executed a power of attorney for the deceased taxpayer with the surviving spouse’s authorization and supporting documentation.
‣ Trinity contacted the IRS and informed them that the family was in the process of selling the primary residence of the deceased and would need a lien payoff and release for the property.
RESULT
‣ The IRS faxed the Lien payoff documents to Trinity within 30 days.
‣ Trinity sent the lien payoff to the Title company who wrote a check to the IRS in the amount of $15,602.68.
‣ The IRS released the Lien from both properties and recoded the transaction with the clerk of courts.
‣ The taxpayer’s children were able to sell the primary residence and the taxpayer’s spouse was also able to sell the rental property.
Rejected Offer In Compromise
OVERVIEW
‣ The IRS denied the taxpayers offer of $13,500 on a tax liability of $38,446.15 for tax years 2003-2010. and were subsequently referred too Trinity for advisement.
‣ The taxpayers’ home had a federal tax lien and the IRS wanted the taxpayers to sell their home to cover their liability in full.
‣ The taxpayers were instructed by the previous company to take $20,000 out of their retirement fund to use as a make a lump sum payment of $9,000.00.
RESOLUTION
‣ Trinity advised the taxpayers that most initial Offers In Compromise are denied.
‣ Trinity prepared on Appeals case including compelling facts and supporting documentation on behalf of the taxpayers, including:
Their health status and employment status -the husband would be retiring soon and would need all of his disposable income to cover their medical expenses in order to survive
There would be no equity in the home even thought it was paid off and noted that selling the home would not cover their tax liability.
RESULT
‣ The appeal was granted and the case was settled for $14,700.00.
‣ The federal tax lien was released from their home and they were allowed to keep it.
OVERVIEW
‣ The IRS denied the taxpayers offer of $13,500 on a tax liability of $38,446.15 for tax years 2003-2010. and were subsequently referred too Trinity for advisement.
‣ The taxpayers’ home had a federal tax lien and the IRS wanted the taxpayers to sell their home to cover their liability in full.
‣ The taxpayers were instructed by the previous company to take $20,000 out of their retirement fund to use as a make a lump sum payment of $9,000.00.
RESOLUTION
‣ Trinity advised the taxpayers that most initial Offers In Compromise are denied.
‣ Trinity prepared on Appeals case including compelling facts and supporting documentation on behalf of the taxpayers, including:
Their health status and employment status -the husband would be retiring soon and would need all of his disposable income to cover their medical expenses in order to survive
There would be no equity in the home even thought it was paid off and noted that selling the home would not cover their tax liability.
RESULT
‣ The appeal was granted and the case was settled for $14,700.00.
‣ The federal tax lien was released from their home and they were allowed to keep it.
CLIENT TESTIMONIAL
“The IRS was about to garnish over $400 of earnings per week from a person that I referred to Trinity. The person was called into their HR dept. At work on a Monday and told they wouldn’t receive a paycheck until the IRS fully collected their money, effective immediately. The person called me in disbelief and I immediately called Ericka at Trinity and she put her credentials and skills to work.
On Wednesday of the same week, the person was called back into HR and were told to disregard the conversation from Monday and that everything was under control. This person went from having to pay over $400 a week to paying $80 per month!
Y’all better make sure whoever you’re trusting your services to can stand before IRS while you continue to go on with your daily routines, She’s the real deal! I don’t recommend people often because some can’t be trusted but my Enrolled Agent will get it done. Trinity Global Financial Group is where it’s at!”
-Kolisa Franklin, Tax Client
CLIENT TESTIMONIAL
“The IRS was about to garnish over $400 of earnings per week from a person that I referred to Trinity. The person was called into their HR dept. At work on a Monday and told they wouldn’t receive a paycheck until the IRS fully collected their money, effective immediately. The person called me in disbelief and I immediately called Ericka at Trinity and she put her credentials and skills to work.
On Wednesday of the same week, the person was called back into HR and were told to disregard the conversation from Monday and that everything was under control. This person went from having to pay over $400 a week to paying $80 per month!
Y’all better make sure whoever you’re trusting your services to can stand before IRS while you continue to go on with your daily routines, She’s the real deal! I don’t recommend people often because some can’t be trusted but my Enrolled Agent will get it done. Trinity Global Financial Group is where it’s at!”
-Kolisa Franklin, Tax Client
