Monthly Success Story : December 2025

Success Story: D.B. & L.B.’s $134,912 Tax Resolution Victory

D.B. and his spouse L.B. faced a daunting tax burden spanning multiple years—2014 through 2018, and again from 2020 to 2022. The total assessed liability reached $134,912, stemming from self-employment income, penalties, and interest. Much of the debt originated prior to their marriage, but once married, they encountered challenges under California’s community property laws, which complicated their financial and legal standing.

Despite the weight of the debt, D.B. and L.B. remained committed to supporting their family of four. Both were self-employed, generating modest income that barely covered basic living expenses.

With limited savings and no significant assets, traditional repayment options were not viable.

Through strategic planning and careful documentation, they pursued an Offer in Compromise (OIC) with the IRS. After months of compliance work, financial analysis, and negotiation, their offer was accepted—settling the full liability for just $262.

Offer Accepted

  • Tax Years: 2014–2018, 2020–2022

  • Liability Compromised: $134,912

  • Final Settlement: $262

  • Paid: $0.19 on the dollar

  • Outcome: Debt cleared, no liens, full compliance restored

This resolution not only lifted a financial burden but also gave D.B. and L.B. a fresh start—free from the stress of collection notices and mounting penalties. Their success is a testament to resilience, teamwork, and the power of strategic tax advocacy. See D.B. Review below before OIC results received.