Resolving Complex Tax Liabilities and Disputes
From eliminating substantial tax liabilities to resolving audits, Attorney Julia Salzman has represented clients in a range of complex tax disputes. Recent results include a $1.6 million IRS liability reduced to $0 and more than $200,000 in Texas sales tax liability eliminated.
These matters span federal, state, and local tax disputes involving the IRS, Texas Comptroller, and an appraisal district. Each case presented a distinct tax issue and resolution.
More Than $200,000 in Texas Sales Tax Liability Eliminated
A Texas sales tax assessment against a company was accompanied by an assessment of personal liability against its owner. Atty. Julia Salzman represented the client through the redetermination hearing process and settlement negotiations.
The result: More than $200,000 in assessed liability was eliminated, with the remaining settlement amount placed on a 36-month payment plan.
$1.6 Million IRS Tax Liability Reduced to $0
A return error left the client's IRS account showing a $1.6 million liability, despite an amended return being filed. Julia Salzman and The Wilson Firm worked with the assigned IRS Revenue Officer and Taxpayer Advocate Service to get the amended return processed and the error corrected.
Case outcome:
- IRS liability: $1.6 million → $0
$150,000 Gift Tax Liability Reduced to $0
An IRS error related to a gift tax return resulted in a $150,000 tax liability. The Wilson Firm worked with the IRS to have the taxpayer's account corrected and the erroneous assessment removed.
After the correction: The liability was reduced from $150,000 to $0.
Innocent Spouse Relief Reduces $417,000 to $12,000
The client faced approximately $417,000 in tax liability and needed to bring previously unfiled returns into compliance. The Wilson Firm addressed the filing requirements and presented the client's request for Innocent Spouse Relief, which the IRS accepted.
The resolution:
- Starting liability: Approximately $417,000
- Remaining liability: $12,000
- Reduction: More than $405,000
IRS Tax Liability Reduced by Approximately $220,000
The IRS failed to properly credit federal income tax withholding reported on the client's W-2 wages. The Wilson Firm represented the client through a Collection Due Process hearing and provided employer documentation substantiating the withholding.
Following IRS review: The account was corrected, reducing the outstanding liability by approximately $220,000.
Texas Sales and Use Tax Audit Ends With $0 Due
The Wilson Firm represented a client during a Texas sales and use tax audit conducted by the Texas Comptroller. The team worked directly with the auditor to address the disputed issues, provide necessary information, and advocate for the client's position.
Final audit result: $0 in additional tax liability.
Property Valuations Reduced Across Three Tax Years
The Wilson Firm filed suit against an appraisal district and challenged the client's property valuations through litigation and negotiation.
Valuation reductions secured:
- More than 50% for one year at issue
- More than one-third for two additional years
These reductions lowered the valuations used to determine the client's property tax obligations for the years at issue.
Section 121 Tax Liability Reduced From $311,000 to $0
The client faced approximately $311,000 in tax liability related to whether the Section 121 principal residence gain exclusion applied to the sale of their residence. The Wilson Firm submitted additional documentation to substantiate the client's eligibility.
After IRS review: The IRS accepted the client's position, reducing the liability from approximately $311,000 to $0.
What These Tax Case Results Show
These results show how tax disputes can take different paths, from correcting IRS errors to challenging assessments and pursuing available tax relief. The right approach depends on the facts, documentation, and options available in each case.
For taxpayers facing a significant liability or dispute, understanding those options can be an important first step toward resolution.
Past results do not guarantee future outcomes. Results depend on the facts and circumstances of each matter.
Frequently Asked Questions
The next step depends on the cause of the error. Correcting it may require an amended return, supporting records, or another available IRS process.
A Collection Due Process hearing allows qualifying taxpayers to seek IRS Appeals review of certain collection actions.
Innocent Spouse Relief may relieve qualifying taxpayers from certain joint tax liabilities attributable to a spouse or former spouse.
Depending on the circumstances, taxpayers may have administrative or legal options to dispute a Texas tax assessment. Available procedures and deadlines vary by case.
Get Help With a Tax Dispute
Facing an IRS, Texas, or local tax dispute? The Wilson Firm represents individuals and businesses in tax matters involving assessments, audits, and other disputes.
Contact The Wilson Firm to discuss your tax matter and available options.
Why Hire Us?
At The Wilson Firm, we provide personalized, strategic representation tailored to each client's situation. Whether you're facing a government investigation, a tax dispute, or enforcement action, our attorneys work closely with you to understand the facts, assess the risks, and pursue the most favorable resolution possible. Based in The Woodlands and serving the Greater Houston area, The Wilson Firm can also represent businesses nationwide in federal IRS worker-classification and employment tax matters.
We understand that legal matters can be complex and overwhelming. Our role is to simplify that complexity—handling communications with tax authorities, developing a clear strategy, and guiding you through each step with confidence.
From high-stakes disputes to proactive planning, we are committed to protecting your interests and delivering practical, results-driven solutions.
Contact us today to learn how our experience and approach can help you move forward with clarity.
