Case Results

Client Assessed Over $200,000 But Can't Pay

A client was assessed over $200,000 from several years earlier when he had owned and run a large shrimp boat. In the years since he had divorced, abandoned the boat, and his accountant had retired.  Ms. Rosenblum and the client met and developed a strategy to approach the collections issue.  The ... Read On

Client Told she Owed $8,000 for Tax Returns She Didn't File

Client was examined for 5 years of returns she did not file for more than $8,000. Ms. Rosenblum and client showed she was a victim of identity theft through tax court and client was responsible for $0. Read On

IRS Claimed Client Owed More Than $60,000

After 6 month-long hospitalization and failure to file taxes after small inheritance, Client owed the IRS over $60,000 for three years. Ms. Rosenblum was able to stop the levy of her Social Security benefits, fix her missing tax returns, and recover a refund. Read On

Client Signed Tax Return Without Reviewing it Only To Learn Spouse Had Withdrawn $50,000 From Retirement Funds to Support Affair

Client was devastated to learn that she owed several thousand in interest and penalties for a tax return she had filed with her husband. She had been in the car and he had put the return in front of her and told her to sign without allowing her to review it.  As he had usually prepared their taxes, she d... Read On