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(Offer in Compromise)

Offer in Compromise (Ofrecimiento de Transacción) Aceptado

Nombre del Cliente: George S.​

George contrató a Capstone Tax Consulting, Inc. para obtener asistencia en la resolución de una deuda tributaria de $35,000 con el IRS después de que él y su esposa presentaran varios años de declaraciones de impuestos faltantes. Inmediatamente, reconocimos que sus ingresos y circunstancias justificaban la presentación de un acuerdo. Esto se hizo dentro de los 30 días posteriores a la contratación de Capstone Tax Consulting, Inc., y después de que el caso fuera asignado a un Oficial Examinador de Ofertas y posteriormente rechazado, presentamos las apelaciones necesarias para su reconsideración. Trabajando con un Oficial de Apelaciones, Capstone Tax Consulting, Inc. negoció exitosamente un acuerdo sobre el saldo por $3,813 que George pudo realizar a través de pagos mensuales, lo que resultó en un ahorro de $31,187.00 para nuestro cliente.

Offer in Compromise (Ofrecimiento de Transacción) Aceptado

Nombre del Cliente: Victor F.

Víctor es un veterano militar discapacitado que no puede trabajar cuyos únicos ingresos provienen de pagos por discapacidad y una pequeña pensión militar. Capstone Tax Consulting, Inc. logró negociar un acuerdo a su favor para resolver una obligación tributaria de más de $64,000 en $2,400, por lo que nuestro cliente se ahorró $61,600.00. El cliente pudo realizar los pequeños pagos mensuales, lo que concluyó el Ofrecimiento, y se eliminaron los gravámenes impositivos (liens) 30 días después de la exitosa liquidación de su obligación tributaria. Pagó el 3% de su deuda tributaria total original.

Offer in Compromise (Ofrecimiento de Transacción) Aceptado

Nombre del Cliente: Ciudad de Altheimer, AK

Capstone Tax Consulting, Inc. fue presentado a la alcalde Z. Hudson por el Sr. Tim Lemons, quien fuera miembro republicano de la Cámara de Representantes de Arkansas por el Distrito 43. El Sr. Lemons y la alcalde Hudson habían estado trabajando para mejorar la infraestructura de agua de la ciudad, que estaba obsoleta y causaba graves problemas de contaminación. Sin embargo, las actualizaciones y reparaciones eran costosas y la Ciudad requería subvenciones para ayudar en la renovación estructural. Desafortunadamente, el consejo anterior había dejado acumular los Impuestos correspondientes al formulario 941 (Declaración del Impuesto Federal Trimestral del Empleador), lo que resultó en un gravamen impositivo por impuestos federales (federal tax lien) contra la ciudad, el cual suspendió cualquier consideración de asistencia gubernamental.
El presidente de Capstone Tax Consulting, Inc., Nick McGoveran, y el vicepresidente Mark Laughlin colaboraron en una propuesta de ofrecimiento de transacción y resolvieron un saldo total de $330,000 para el municipio utilizando leyes complejas de Administración Tributaria Efectiva y presentando apelaciones en varios rechazos diferentes para una suma final de $70,000, o un ahorro de $260,000. Esto representa sólo el 20% del saldo al momento de presentar el Ofrecimiento de Transacción. Nota importante: la Ciudad tenía suficiente dinero en el banco para pagar la responsabilidad en su totalidad al momento de la proposición, pero por medio de apelaciones consistentes y el uso de las reglas de ETA, pudimos mostrar la extrema dificultad para los servicios al ciudadano si el IRS los obligaba a pagar el saldo completo.
Capstone Tax Consulting, Inc. también detuvo embargos que anteriormente capturaban grandes cantidades de dinero de las cuentas bancarias de la ciudad destinadas para gastos comerciales ordinarios. Finalmente, la aceptación del Ofrecimiento resultó en la eliminación de todos los gravámenes impositivos por impuestos federales (federal tax liens) dentro de los 30 días posteriores al pago del acuerdo y permitió a la Ciudad completar el proyecto de renovación del agua potable a través de subvenciones que habían sido retenidas previamente debido a los gravámenes impositivos.

Alivio para Cónyuges Inocentes y Perjudicados 

Nombre del Cliente: Kate K.

Una solicitud de alivio para el cónyuge inocente fue presentada para nuestro cliente. La obligación tributaria estaba basada principalmente en el adeudo de impuestos acumulado por ingresos de trabajo por cuenta propia de uno solo de los individuos, mientras los contribuyentes presentaban sus declaraciones conjuntamente. Durante el matrimonio, la mayoría de las finanzas se mantuvieron separadas, incluidas las cuentas de ingresos y gastos. Sin embargo, el cónyuge de nuestra cliente supervisaba toda la preparación y presentación de las declaraciones de la pareja.
Durante el divorcio, el cónyuge encargado de las declaraciones acordó hacerse cargo de la obligación tributaria adeudada a cambio de la posesión plena de la vivienda familiar. Se acordó esto, ya que se suponía que la casa sería refinanciada o vendida para pagar la deuda en su totalidad. Sin embargo, esto no se realizó y la deuda tributaria permaneció a nombre de cada individuo. Capstone Tax Consulting, Inc. preparó y presentó una solicitud de alivio para cónyuges inocentes junto con los documentos de respaldo necesarios (es decir, sentencia de divorcio, escritura, etc.) para ayudar a nuestro cliente a obtener una compensación equitativa, ya que ella no era la persona responsable, ni la deuda provenía de su ingreso. Después de las negociaciones y la aprobación de la solicitud, nuestra cliente fue liberada de la obligación tributaria conjunta y ahorró aproximadamente $143,000.

Offer in Compromise (Ofrecimiento de Transacción) Aceptado

Client Name: Stan S.

Un individuo, Stan S., tenía una deuda de $101,000 con el IRS cuando contrató a Capstone Tax Consulting, Inc. Cuando Capstone se involucró inicialmente, nuestro cliente ya estaba en un plan de pago de $338 por mes. Sin embargo, después de evaluar su caso con un Asociado Sénior en nuestra consulta inicial, quedó claro que era un gran candidato para un ofrecimiento de transacción (offer in compromise). Una vez que Stan contrató a Capstone Tax Consulting, Inc., le aconsejamos que dejara de realizar los pagos de su plan de pago a plazos. Capstone pausó los cobros forzosos para Stan mientras perfeccionábamos su formulario 433-A  (Información de Cobro Para los Asalariados y Trabajadores por Cuenta Propia). Cuatro meses después, presentamos un ofrecimiento de transacción (offer in compromise) por $100 ahorrándole a nuestro cliente $100,900. Tiempo más tarde recibimos una carta del IRS aceptando nuestro ofrecimiento.
Es importante contar con una revisión profesional autorizada e información financiera "perfecta" antes de enviarla al IRS. En este caso nuestro cliente se representó a sí mismo y estaba pagando $338 al mes. Si hubiera permanecido en este acuerdo durante la vigencia del Estatuto de Cobranza (10 años a partir de la fecha en que se presente la declaración [con deuda] o se determine tasación adicional, lo que sea mayor), habría pagado $40,560 o más. Si bien había ahorro involucrado en el acuerdo de pago parcial a plazos que tenía nuestro cliente, no se compara al ahorro que Capstone Tax Consulting, Inc. negoció para él. Adicionalmente, los planes de pagos parciales a plazos están bajo mucho escrutinio y entrarían en incumplimiento si hubiere acumulación de la obligación tributaria, un pago atrasado o insuficiente, una declaración no presentada o no presentada a tiempo. Además, el IRS revisa el potencial de cobro cada dos años, lo que le pondría de vuelta en cobranza abierta.

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Testimonials

"Monique and her team is fantastic. Very service oriented and communicate with kindness. I am very happy with this company."
— Min S.
"We are very happy with the way they are dealing with our business, highly recommended."
— Margo L.
"One of the best in the business without a doubt. Communication is Nothing short of excellent"
—  James T.
"Capstone quite literally saved me from years of harrassment from the IRS. My penalties were insurmountable. They were so very professional and caring. They performed even better than promised. Years ago I hired another company who took my money and ran. They did absolutely NOTHING. They are still in business so beware. I even reported them to the state attorney general and there response took 11 months and the company lied. You can trust Capstone with great confidence!"
— Laura F.
"This company is everything you need to defend yourself against the IRS. They are "connected", compassionate and most of all very successfully defend their clients. I have been ripped off by 2 prior firms that did nothing but put me in peril to the IRS. It is a small firm with lots of reach. You will receive personalized attention by a very professional and cutting edge team . You can trust them . I was in dire straits and they literally, and compassionately took me through a traumatic time with the IRS who had hounded me relentlessly."
— Laura F.
"Victoria Walker gave excellent service. She was committed, diligent and dedicated and got me a favorable result. I highly recommend capstone"
— Alfred S.
"My agent Melissa Lloyd took a horrible situation with the IRS and solved it, but more important, relieved all my anxiety, calmed me down and truly made a terrible situation bearable. She was always reachable. I would recommend Capstone 100%"
— Paul J.
"If you are reading this review, you no doubt have tax problems you are trying to resolve. I had years of business/personal taxes that were unpaid. I filed my returns, but was unable to pay what I owed. Over the years, my indebtedness totaled about $96,000.00 to the IRS. I contacted Capstone Tax consulting, and was put in touch with Cory Lyman. I was not in a position to make an offer in compromise for several years. Cory placed my case with his associate Charlotte Cowie-Bonzer and her assistant Shelby Johnson. They were able to keep my taxes in an uncollectable state for very reasonable fees. This past year, 2017, I found myself in a position to make an offer in compromise. Charlotte and Shelby got me through this process, staying in contact with me and keeping me appraised along the way. With their help, I was able to settle my tax debt for less than $12,000. This process concluded about 2 weeks ago, with my debt to the IRS paid in full, and all tax liens removed from my property. I cannot say enough kind words for the help these people gave me, and about their professionalism and knowledge about these types of matters. I more than highly recommend Capstone Tax Consulting to assist you in resolving your tax burden."
— Bill H.
"They are the BEST! I am currently working with Shelby and Charlotte and they epitomize the idea/word of professionalism. Always keeping me in the loop as to how my case is progressing. i worked with one of the so called "big guys" OPT... They weren't even half as good and to top it off I paid just a third of what the other company was charging me. Thanks for the amazing work you're doing. I would highly recommend this company to anybody dealing with any and all tax situations."
— Marvin P.
"They're help me with my problem. I owned a lot. I paid 2500 it was finished. Plus there helped with scrambling people. People trying act tax working. Wow they out there."
—  Victor F.
"They help solve tax issues well and help coordinate communication so you aren't stuck on the phone tag, or stuck searching for forms."
— Sanjay R.
"Charlotte is my point of contact and has been very receptive and so far has done an amazing job , I would highly recommend Capstone Tax Consulting"
— Salon E.
"After years of watching a company that I built from the ground up slip away because of two unskilled and devious accountants, I finally agreed to accept the assistance of Mark and Todd at Capstone...BEST DECISION EVER! Although the situation I found myself in itself was a very painful experience, Mark and Todd were patient, professional, competent and worked diligently to get the outcome needed. They successfully negotiated my debt of $277,000 down to $1,050!!! I couldn’t be more grateful and you couldn’t find a better firm to represent you in your darkest hour! I can now begin to rebuild and start all over again. I would not wish this situation I found myself in on anyone, I wouldn’t be where I am at this moment without Capstone!"
— Vickie K.
"Charlotte and Madeline were the best"
— John C.
"They actually do what they promise... unlike others"
— Tom U.
"Very thorough. Excellent advice."
— Ed S.
"I was reluctant to use any so called Tax Resolution Specialist, but after doing some research, I chose Capstone (still w/ some apprehension). But my fears were allayed as we went through the process. They were very responsive, both in e-mail and voice calls. I was given reports each time they spoke w/ the IRS on my behalf (under POA), and in the end, my representing attorney, Cameron Winslet, finally informed me that they had successfully negotiated a long-term repayment plan, that was actually better than I had hoped for - as well as helping me get it all set up with the IRS thru their system, via auto -draft etc. In the beginning, I was led to believe that penalty abatement would also be an integral part of the fee I paid, but it wasn't. However, I do believe it follows the technical limits of their contract, and overall, I believe the amount of time spent on my case, was in line with my fee - in some measure, maybe generous. I would recommend Capstone to anyone unable to pay an independent tax attorney, as I was. They did a great job, and were highly professional."
— Rick R.
"Very fast at contacting and getting the IRS to cease any negative actions."
— Donyae L.
"Capstone been great to me, Charlotte and Stephanie been Awesome, they stay on top of things and great communication with me , i strongly recommend them."
— N. S.
"So far so good...In the process of assisting with some issues from previously bad choices of tax services. Capstone has provides friendly and informative customer service with updates. 4 star rating due only because process isn't complete. I would recommend."
— Franklin G.
"I was at the end of my road with resolving my tax issues until capstone came along, at first I was hesitant to get on board, but after a few days i decided why not. At first it all seemed overwhelming, but with the guidance of professional staff members at capstone tax everything fell into place. Initially there was a lot of leg work on my part to get them the information they needed, so glad I constantly had there reassurance, always a phone call away to answer questions or point me in the right direction. When i wasn't calling them, they were calling me to make sure I wasn't slacking on my part. Once I got them the information things progressed each day it seemed like, a ton was lifted off my shoulders from the start, though it was a lengthy process, in the end the risk was definitely worth the reward. I cant thank them enough for the encouragement and professionalism all the way through. Don't waste another day worrying yourself, the people at capstone will see you through! Be prepared to do your part, and they will walk you through every step. 6 years I worried and thought it would never end, Thanks to them, its all in the past! Thank You to the great folks at Capstone Tax! You'll never know how much I appreciate everything you did for me!"
— Joey B.
"Mark is excellent to work with. Organized, honest, upfront, and clear. I would definitely recommend Capstone Tax consulting."
— Rex M.
"Had major tax issues thought there was no hope spoke with Chase he explained my options and his tax team has been in control since. We finally see the light at the end of the tunnel. Thanks capstone."
— Jas L.
"I would like to thank Mark and Stephanie at Capstone for the most wonderful work they have done for me on my tax problems, I highly recommend this company for any problems with tax issues.. They seriously can help."
— Maher H.
"Stephanie and Mark went above and beyond our expectations and significantly lowered our tax bill. Capstone exhibited strong communication skills with excellent follow up. We would highly recommend them to any client that has a significant tax issue. They guided us in each and every step in this process. They really show in action how much they care about their customers."
— Susan P.
"Capstone Tax Consulting, Inc. is a wonderful group to work with and has helped us with some problems we had. They take care of every issue that arises immediately and are very professional and personally know who we are and what our situation is when we contact them. They get back to us immediately. Charlotte Cowie-Bosner was at a different firm a few years ago and moved to Capstone Tax Consulting, Inc. After Charlotte left the previous company was not meeting our needs and caused us to have problems again. It took us a little while to find what group Charlotte had moved to and as soon as we did, we changed to Capstone and fired the previous company. Charlotte and Stephanie Naylor are wonderful to work with."
— Linda H.
"What can I say but top notch all the way! Madeline and Matt have been awesome. After the first consultation, I could feel a weight falling off my shoulders. The professionalism, constant communication and fast response was the best. Couldn't be happier to have made that call to Capstone."
— Shandon A.
"They worked With me and so far so good!"
— Jimmie J.
"Brian is patient, responsive and extremely helpful! He makes you feel comfortable and understood when explaining your sensitive information. Is REALLY down to Earth, and a “teach a man how to fish” kinda guy, so you don’t repeat the same mistakes again. I appreciate all the help he’s given me and I look forward to working with him more in the future."
— Candace M.
"CONFIDENCE, TRUST, COMPASSION! That describes my feeling after my first conversation with Chase Richards at Capstone Tax Consulting. Dealing with Tax issues is a very stressful process and after reviewing the company beforehand and an extensive conversation with Chase, we made the decision to sign with Capstone. We have been more than satisfied with the response time to calls and questions. He even returned a call just from seeing my number show up in the system to make see if I needed anything. ⭐️⭐️⭐️⭐️⭐️⭐️"
— Valley H.
"Courteous, and friendly staff."
— Monica B.
"John S. Was very helpful. Very professional."
— Lisha L.
"John Schweiger called about the taxes I owe. He was very nice and helpful. talked to me and i ended up not owning enough to hire someone. So he gave you free advice on how to solve on my own. Great customer service and help!"
— Beth M.
"It’s going good so far, we haven’t wrapped our case yet, however, I’m optimistic that we will get a fair result."
— Erica B.
"Charlotte is amazing and has walked me through the process of getting my tax issue resolved without having to deal with the IRS."
— Robert G.
"Great folks fast tax services!"
— Justin R.
"Corey was very responsive and answered all of our questions. So far we are very pleased with his follow up and his plan of action. I will update with more details once I have more detailed information to share. And a shout out to Leigh for being so patient and understanding!"
— Mike M.
"So very happy with the excellent service and knowledge provided during this stressful process. I highly recommend Capstone Tax and cannot thank you guys enough. Literally feel like a huge weight has been lifted off my shoulders. I had a very large personal assessment from a Home Health Care business that I closed down. It was bad enough that I had to close, but over a million was placed on me and my husband personally (and he was not part of the business). Capstone was able to secure us a 87k settlement. I thank you Danny and they rest of the team for working with us and being so professional and responsive during this time. Our CPA thanks you. My husband most certainly thanks you. We have our life back."
— Cinthia M.
"Local and easy to work with. I called to get help negotiating my tax debt and was given multiple options at different price points with varying degrees of work on my end. I had a very thorough consultation, in the end I felt confident about the decision I made. I was impressed by the direction given, it seemed more as if I was speaking to some one I knew, no pushy sales tactics or urgency for me to write a check. This is the type of company I am glad to business with."
— Phil L.
"Chase Richards is an amazing person and if you want or need help you should definitely listen carefully to what he says as he has your best interest at heart! We had previously worked with another firm but we are really really really glad that we are with capstone now."
— Carlos O.
"Professional and attentive. Highly recommend Travis Willeford’s services 👌🏼"
— Ali Z.
"They are Not pushy at all, I’ve spoken with them 3 times, I have not decided how I will handle my situation but if I decide to use a professional, it definitely will be them. I spoke with Brian Farrell last night for 45 minutes, he’s unbelievable, even though I wasn’t ready to pull the trigger, he just kept on answering all my questions and gave me lots of choices and advice, Thank You 🙏 Brian"
— Sam H.
"I was very hesitant to secure the aid of services like Capstone for my complicated and substantial tax issues. Most of the feed back I received was that these services were more concerned about squeezing money out of their clients than securing the best possible solution. None of this has applied to Capstone. My team has been very responsive and communicative (even and especially with my "panic" calls). They have been true to our financial agreement and have left no stone unturned in procuring the best possible solution(s) for me and my wife. They listen with compassion and respond with deference. Very professional, with kindness. Five stars is most certainly deserved for Capstone Tax Consulting."
— Kevin T.
"They’re knowledgeable and capable of helping you. The IRS can be a bit difficult to deal with and sometimes unwilling to help you but Capstone Tax Consulting can take that weigh of your shoulders and get your debt down. Brian is very helpful but he’s backed by a great team that can also help you. I recommend!"
— Jeam R.
"Let me first start with the fact that I am a CPA. I prepare taxes and do bookkeeping. Often, my clients will ask me to speak with other tax professionals they are considering doing business with. Every single time, the person on the other end of the phone is full of you know what. Danny though, this guy was sharp, I tried to back him into corners, he knows his stuff. He determined my clients didn’t need to hire anyone at all, gave them some pointers on how to easily handle it themselves. These clients didn’t need him and his firm, but moving forward he is the only person I will ever recommend to my clients. If you determine you need help, call Capstone Tax Consulting, Inc. for all your tax resolution needs."
— Dancin P.
"Hell of a Team."
— DM
"I understand everything so clearly now. TY"
— Mike