Legacy Tax & Resolution Services

Taxes and Divorce

Article Highlights: Filing Status  Claiming the Children as Dependents  Child Exemption  Head-of-Household Filing Status  Tuition Tax Credit  Child Care Tax Credit  Child Tax Credit  Earned Income Tax Credit  Alimony  If you are recently divorced or are contemplating divorce, you will have to deal with or plan for significant tax issues such as asset division, alimony, […]

State Accepts Penalty Abatement in Taos, NM

State Accepts Penalty Abatement in Taos, NM   IRS Penalty Abatement – 05-07-2018 Taxpayer Situation: Taxpayers owed the State of New Mexico Taxation and Revenue Department penalties for the tax year 2015, totaling $2,750. The taxpayers were current with the filing of all their tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated a Penalty Abatement […]

IRS Accepts Revised Audit Outcome in Albuquerque, NM

IRS Accepts Revised Audit Outcome in Albuquerque, NM   IRS Revised Audit Outcome – 03-09-2018 Taxpayer Situation: The taxpayer was audited for 2014-2015 and had another tax resolution firm represent him in the audit.  Unfortunately, the tax resolution firm had very little audit representation experience, and the IRS auditor went on a hunting expedition.  The taxpayer […]

Haven’t Received Your Tax Refund Yet?

Article Highlights Slow Refunds  COVID-19  Economic Impact Payments  Recovery Rebates  Unemployment Debacle  Using 2019 Income to Compute 2020 EITC and Additional Child Tax Credit  Other Issues  Where’s My Refund Tool  IRS May Pay Interest on Late Refunds  You are not alone. We have been hearing from clients who are still waiting on refunds from returns […]

IRS Released Levy in Alamogordo, NM

IRS Released Levy in Alamogordo, NM IRS Levy Release – 01-12-2018 Taxpayer Situation: Taxpayer owed the IRS for tax years 2009, 2010, and 2014. The taxpayer was current with the filing of all his tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated a Levy Release with the Internal Revenue Service after a […]

IRS Released Levy in Belen, NM

IRS Released Levy in Belen, NM   IRS Levy Release – 10-21-2017 Taxpayer Situation: Taxpayer owed the IRS for tax years 2012, 2013, and 2014. The taxpayer was current with the filing of all his tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated a Levy Release with the Internal Revenue Service after a small balance […]

IRS Accepts Installment Agreement in Lovington, NM

IRS Accepts Installment Agreement in Lovington, NM   IRS Installment Agreement – 08-17-2017 Taxpayer Situation: Taxpayer owed the IRS for tax years 2008-2012 and 2014. The taxpayer was current with the filing of all his tax returns. Resolution Outcome: Legacy Tax & Resolution Services successfully negotiated an Internal Revenue Service payment agreement for a client in Lovington, NM. […]

Tax Deductions Related to Charity Auctions

Article Highlights: Purchase of Items at Charity Auction  Auction Donor  Appreciated Property  Fair Market Value (FMV)  Unrelated Use  Contributions of “Use”  It is common practice for charities to hold auction events where attendees will bid upon and purchase items. The questions often arise whether (1) the money spent on the items purchased constitutes a charitable […]