Lauren was not only losing her house but also owed over $45,000 to the IRS, this is how we helped her

Lauren

Do you owe to $10,000 or more to the IRS or to the State? We can help you to regain your peace of mind.

Did you get a letter from the IRS or from the State with a huge bill? Do you feel confused and don’t know what to do. Don’t feel bad because it happens all the time to thousands of people.

OREM Tax Debt Resolution

For instance, Lauren received a letter from the IRS a few months ago. She got scared and ignored this letter. She didn’t open the letter afraid of what it says. Lauren had an idea of what this letter was all about.

The letters kept on coming and Lauren keep on ignoring them. This is one big mistake people make, ignore this IRS notifications, some times there are very simple solutions for this kind of problems and the IRS sends these letters to clarify some situations. But when some people chose to ignore these letters then the IRS can garnish your wages, put a lien on your house, seize your bank accounts and your property.

The IRS was informing Lauren she owed more than $45,000 in back unpaid income taxes.

Lauren’s financial situation wasn’t the best at the moment; she was already struggling with her home situation. She purchased a home in 2006 and by 2008 she was under the water with a mortgage bigger than the value of her house, a lot of people can relate to this.

Few months later Lauren saw some of our advertisements and she decided to make an appointment and to finally take care of this.

She found a shoe box full of unopened IRS letters from almost a year. She told us she had multiple jobs and some jobs as an independent contractor as a counselor.

We started by requesting Laurent’s IRS tax transcripts from the last 10 years and we found out she missed to file some of her tax returns.

We filed the necessary tax returns and we were able to wipe out a big portion of the $45,000 of unpaid taxes to about half of it.

We did more research and found more details about Lauren’s tax situation, she got an employer who reported wages paid to her that never happened, she never worked for this company, she applied to work for this company and for some unknown reason this employer reported wages paid to Lauren for almost $80,000 in a single year.

We finally filed all her tax returns and Lauren couldn’t be happier, her final IRS tax was for about $3,000, which mainly consisted of late fees and interests. Lauren took advantage of our Tax Payment Plan services and she end up paying only around $85 a month.

OREM Tax Payment Plans

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The ladder to success package for your business

Continuing with our ladder to success history, the earlier you start the earlier you can reap the benefits of your efforts.

If you’re thinking on starting a business then we are the organization that can help you rise to success by assisting you with the steps of this ladder, we offer you OREM success package, or a la carte in 5 easy steps:

1-Business entity application filing with the Secretary of State; we can assists you choosing the right entity for you business such a Sole proprietorship, LLC Limited liability company, corporation, partnership.

2-Business license application with the City; to obtain your city license or permit and allow you to work your business entity whiting the law.

3-EIN Employer identification number application assistance; the EIN is the business entity social security equivalent, it will allow you to file tax return for your business and comply with tax law.

4-Business bank account set up with Accounting software; to ease you business management and proper recordkeeping, basic training provided.

5-Business website building and hosting; customized domain name such as www.myxyzbusiness.com you can have the online presence you deserve.

We want to share some success histories from our current clients whose work and efforts combined with the 5 steps to success are paying off these days.

Our first client started an upholstery business in the valley, our tax client came to us about 2 years ago referred by another client and this days his hard work and dedication are paying the rent, bills, taxes, employees. We are so proud of Fabian and of every single of our success stories.

Our second success history came as a regular tax client about 5 years ago as an undocumented worker; he worked at a transportation company as an employee. Last year this client obtained his green card asked us to assists him with this steps of his ladder to success for a brand new cleaning company and we did; these days our client has an office location, employees and his business is in full swing, we can’t be prouder of Luis.

It only takes an interests, an interests that you can enjoy doing even if you don’t get pay to do it, this enjoyable activities are the ones that lead to success in most cases, a hobby that can lead to a income generating activity. It could be anything you enjoy.

Could you believe we started about a decade ago by only helping friends with their income taxes? Could you believe we didn’t even charge for services and we were fine with a free dinner or lunch as a form of payment?, until one day we decided to take this interests to a whole new level, as a proper business and we also decided to expand our array of services and charge for them, and after assisting ourselves with our 5 step ladder to success,

nowadays we also enjoy a nice store front office in Los Angeles, we offer diverse services to all our potential clients such as Real Estate services, mortgage services, IRS audit representation, Tax debt settlement, Tax planning services, Immigration services, Notary services, Bankruptcy services, Credit repair services, nonprofit services with OREM Foundation, and of course we offer the 5 step ladder to success services to everyone who needs it.

The ladder to success, a look to financial tax planning

Do you ever wonder what can you do to improve your financial life? With simple steps you can always improve your future. 

The Ladder to success, I can tell you the worst thing you can do is become tax exempt at work, the outcome will always derive in owing taxes to the IRS and State.

This tax 2016 tax season, we are offering free tax planning to all of our clients, keep track of your progress all the time, just like you keep track of your credit score.

The first simple step is to file your tax returns on time and accurately.

The second step would be to look in ways to save money in paying taxes every year, there are plenty of ways to this the right way, one is to set up a retirement account such a IRA, ROTH IRA, or a SEP IRA if you own a business. These actions will lower your tax liability every year, and will create a fund for your retirement that you can use for your retirement and or for a down payment for a house, or for sick expenses under certain conditions.

The big ticket to lower your taxes is to own property, those mortgage interest payments and point paid at purchase can lower your tax liability by a lot.

These are just an example of what we can do for you this tax season for free, we can look your numbers and tell you what is the best way to plan your taxes.

Interview with the tax preparer

Tax season is coming to an end, and for all of you that likes the rush of waiting for the last minute, I say… DO NOT WAIT THE LAST MINUTE. The more you delay it, the more difficult it is for your tax professional to do a proper allocation of your tax breaks.

For me, it’s been a good year, I can’t complaint, the vast majority of my clients came back for more, and I also got a whole lot of new clients as well.

What makes me enjoy this Tax Preparation Business is the fact that I can help a lot of people with their income taxes, I also like the fact that I can help my clients with their tax planning, achieve their dreams, start their own businesses, etc.

I always just hate when some people use sleazy quotes like “ I enjoy helping people”, “I like making a difference”, etc., but in my case I truly can say “I do”, and I don’t  want any guy (or girl) somewhere is thinking the same way about me.

I know also that I’ve delayed this mid-month issue a little bit, this is the best tax season for me, which is a really good reason for the delay, and I have a surprise for you. I hope you like it as much and I enjoyed doing it.

I have a good friend, Isaias Castaneda attending filming school at LMU in “Marina del Rey”, he asked me to help him with a project for the college cable channel…. So here you have it.

You can watch the full interview by clicking here

Tax planning & achieving your dreams

We are getting close to the middle of the 2010 Tax season and I can say I’ve been so busy with tax preparations.

Sometimes is exhausting, hours and hours of information research, old clients to meet, situation updates, job changes, questions to be asked, places to go, appointments to make, new clients to meet, etc.

After, I always get the great satisfaction of able to help so many people, in so many different places in life.

I can tell so many success histories, I'm not going to mention any names, but I can mention some different past situations and some current situations of the same people.

I met this lady who had two dependant children. She told me she got a refund of just about $ 2,000 for the past two years. Based on her particular information and all the expenses she had for the current year she was entitled to get a refund of more less $ 6,000

After that, I asked if the expenses and income were about the same during those past two years and the client said: "yes".

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This client had sitting an extra (about) $4,000 in the previous years that were not claimed, and I advised to let me take a look into them before the three year window overpass and then that becomes an "expired claim" in the eyes of old uncle Sam.

I have this other client who came across my path a few years ago, this client started a business and the only expense this client was writing off was "rent" and "automobile expenses". I asked him "why just those two main expenses?" and he said because his tax accountant told him those were the only ones he was entitled for the nature of his business, I was like WHAT?

To make the story short, I reviewed his previous tax returns, point the mistakes out, and offered him to claim the extra $3,000 that were sitting on each return.... And if he wanted more money he could take his last tax preparer to court too, my new client had a good laugh and took the first advice, but declined the second one... I was a little bit disappointed, "he took the fun part away"
Then there are always these cases with the new clients with no social securities, or any kind of ..... Anyway, that's solved with a simple form that allows people to get a number from the IRS that helps people to file taxes and it works kinds of a social security, but not quite.

Then there are the clients that want to save money for different goals in life like: house down payment, a new car, a wedding, a nice vacation, an exotic trip, new equipment for your work, shopping, etc. there you can always spend your nice big fat refund in whatever you want. My advice? Don't spend it, put it in a retirement account or a high yield interest account and forget about it, in just a few years I guaranteed you will have saved for yourself an interesting amount of money you can "invest", use for something income producing like: a career, a business, property, etc.


If you decide to invest your money in a retirement account, you have the option of fund your IRA or Roth IRA until the due date of the current tax season, meaning that you can use part or the total of your tax refund to fund your retirement account.

I have some clients that invest the maximun allowed for a single individual which is $5,000 per year. It seems to me this is a real smart move if you want to set aside money for the future, usually this will be money that will remain untouched until you decide otherwise (in a case of a Roth IRA) or simple IRA. The main difference with Roth is the fact that this account is funded with after tax money (earned money after taxes).


Using your retirement account to fund money for the down payment of property is also a smart move. This is a high interest savings account that has the flexibility that future property owners want.

I could be talking for hours and hours of the endless possibilities of how to invest your tax refund money, but I rather to tell you in person or by email, so do not waste any more time and contact me, you won't regret it.