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Success Stories
 

Offer In Compromise Accepted

Client Name: George S.​

George hired Capstone Tax Consulting, Inc. for assistance in resolving a $35,000 tax debt to the Internal Revenue Service after he and his wife filed several years of missing tax returns. Immediately, we recognized that his income and circumstances warranted a settlement filing. This was done within 30 days of hiring Capstone Tax Consulting, Inc., and after the case was assigned to an Offer Examiner and rejected, we filed the necessary appeals for reconsideration. Working with an Appeals Officer, Capstone Tax Consulting, Inc. successfully negotiated a settlement on the balance of $3,813 which the client was able to manage through monthly payments and saved our client $31,187.00.

Offer In Compromise Accepted

Client Name: Victor F.

Victor is a disabled military veteran who is unable to work and his only income is from disability payments and a small military pension. Capstone Tax Consulting, Inc. successfully negotiated a settlement in his case to resolve a total liability of over $64,000 for a $2,400, which saved our client $61,600.00. Client was able to manage the small monthly payments and the Offer was concluded and tax liens removed 30 days after the successful settlement of his tax liability for 3% of his original total tax debt.

Offer In Compromise Accepted

Client Name: City of Altheimer

Capstone Tax Consulting, Inc. was introduced to Mayor Z. Hudson by Mr. Tim Lemons, who is a Republican member of the Arkansas House of Representatives for District 43 . Mr. Lemons and Mayor Hudson had been working to improve the City’s water infrastructure, which was outdated and causing serious contamination issues. However, updates and repairs are costly and the City required grants to aid in structural overhaul. Unfortunately, prior 941-Quarterly Employee Withholding Taxes were accrued by the previous council and left the City with a Federal Tax Lien which suspended any consideration for government assistance.
Capstone Tax Consulting’s President Nick McGoveran and Vice President Mark Laughlin collaborated on a settlement proposal and resolved a total balance of $330,000 for the municipality using complex Effective Tax Administration laws and Appeal Filings on several different rejections for a final sum of $70,000. This represents only 20% of the balance at the time of filing the Offer in Compromise. Important note, the City had well over enough in the bank at the time of filing to pay the liability in full, but by using ETA rules and consistent appeals, we were able to show the extreme hardship to citizen services should the IRS force them to full pay the balance.
Capstone Tax Consulting, Inc. also halted levies that were previously capturing large amounts of money from the City’s bank accounts that are set aside for ordinary business expenses. Finally, the Offer acceptance resulted in the removal of all federal tax liens within 30 days of settlement payment and allowed the City to complete the drinking water renovation project through grants that had been previously withheld because of the liens.

Innocent and Injured Spouse Relief

Client Name: Kate K.

An innocent spouse request was submitted for our client. The tax liability was based primarily on tax debt accrued from self-employment income from one individual while the taxpayers were filing jointly. During the marriage, most of the finances were kept separate, including accounts income and expenses. However, our client’s spouse oversaw all return preparation and filings for the couple.
During the divorce, the spouse in charge of filing agreed to take responsibility of the tax liability owed in exchange for full possession of the family home. This was agreed to, as the home was supposed to be refinanced or sold to pay the liability in full. However, this was not done, and the tax debt remained under each individual. Capstone Tax Consulting, Inc. prepared and submitted and innocent spouse request along with the necessary supporting document (i.e. divorce decree, deed, etc.) to assist our client in obtaining equitable relief, as she was not the responsible individual, nor was the debt based from her income. After negotiations and approval of the request, our client was relieved of the joint tax liability and has saved approximately $143,000.

Offer In Compromise Accepted

Client Name: Stan S.

An Individual, Stan S. retained Capstone Tax Consulting, Inc. on board August 29, 2016, and had liability of $101,000 with the Internal Revenue Service. When Capstone was initially engaged, our client was already in a payment plan of $338 per month. However, after evaluating his case with a Senior Associate in our initial consultation, it became clear, he was a great candidate for an Offer in Compromise (settlement). Once Stan engaged Capstone Tax Consulting, Inc., we advised our client to discontinue making his Installment Agreement payments. Capstone maintained a hold of enforced collection for Stan while we perfected his 433-A, Collection Statement for Individuals. In December of 2016, we submitted an Offer in Compromise for $100.00 saving our client $100,900. July 3, 2018, we received a letter from the IRS accepting our Offer.
It’s important to have a licensed professional review and “perfect” financial information before being submitted to the IRS. In this case our client represented himself and was paying $338 per month, if he would have stayed on this agreement for the life of Collection Statutes (10 years from the date the return [with liability] is filed or additional tax is assessed, whichever is greater), he would have paid $40,560 or more. While there is savings involved in HIS Partial Pay Installment Agreement, it falls short of the savings Capstone Tax Consulting, Inc. negotiated for him. Furthermore, Partial Pay Installment Agreements are under a lot of scrutiny and will default if there is an accrual of liability, a missed/underpayment payment, unfiled or not timely filed return, and the IRS will review the collection potential every two years which will put you back into open collections.

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