Tax Guard Resolves $1.7MM IRS Liability for Oil and Gas Company

Tax Guard resolved a combined $1.7 million IRS liability through two installment agreements totaling $9,700 per month for an oil and gas company, which allowed one of the company’s entities to continue funding with Eagle Capital.  

The business, which has operations and locations inside and outside the U.S., fell behind when an overseas CFO mismanaged funds. Additionally, the CFO misappropriated some proprietary technology, which caused the firm to lose some clients. To make matters worse, the revenue officer assigned to the case initially requested combined payments of more than $40,000 per month and a substantial down payment. However, Yelda Mohmand, an associate with Tax Guard:

  • Prevented the IRS from levying the business’ bank accounts and accounts receivable  

  • Negotiated two installment agreements with a combined payment of $9,700 per month based on the business’ ability to pay

  • Obtained a subordination of federal tax lien for the entity factoring with Eagle Capital to secure the lender’s security interest in the receivables

The payment of $9,700 per month constitutes a partial payment installment agreement (PPIA), which the IRS acknowledges “will not fully satisfy the liability” and positions the business to pay approximately $1 million over the statute of limitations (which is generally 10 years).

“There was no way we could afford payments of $40,000 per month,” the business owner said, according to Tax Guard. “Yelda saved our funding and our business. We can afford the monthly payments she negotiated, which allows us to rebuild and grow our business. We really appreciate the introduction to Tax Guard.”

“We’ve worked with Yelda and Tax Guard for years,” Kirk Donnell, client relations manager with Eagle Capital, said. “When Tax Guard is involved, the IRS issues get resolved so we can fund. When our clients use their local CPA or attorney, our concerns aren't addressed in the same manner, so we can’t fund. I wish all of our clients used Tax Guard.”

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