Dave and Selma are long into their retirement years, struggling financially, and longed to enjoy the final moments of their lives without worry. When he was younger, Dave made his fortune starting and operating many successful enterprises. Generating revenue was never a problem for him. However, bookkeeping and accounting was his weakness.
Now, he owed nearly $300,000 in unpaid taxes, interest and penalties. His wife was also separately accessed for close to $270,000. Recently, Selma was diagnosed with a severe medical condition and the burden of dealing with the IRS was becoming too much for the both of them.
Through careful analysis and preparation, we successfully made an offer of just under $16,000. The IRS agreed to forgive the rest of the debt provided they fulfilled some other simple conditions. Dave and Selma were able to look forward to retiring with peace of mind.
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