I am a retired estate developer, general contractor and real estate broker in CA. Unfortunately, the Great Recession was extremely hard on our financial situation. Our 20% loan to value was overwhelmed by a lack of income due to my retirement, relocation and a move into a new Renewable Energy business. We lost our 4000 sq ft. custom home, plus we were forced to sell a commercial building in Santa Barbara that provided $13,500/mth income. Of the resulting tax debt, we were able to pay the IRS $100,000 but still owed a Federal Tax bill of nearly $200,000. At this point we had no assets or capital. Two previous attempts to enter into an Offer in Compromise with the IRS failed. after we moved to Lake Don Pedro in CA, I received a flyer in Perfect Tax Resolution due to my real estate brokerage registration. I interviewed PTR to assist us with our own dire tax situation. I found Mr. Stephens to be straight forward, informed and well connected, with a well thought out program to attempt to settle our debt with the IRS.

Retired estate developer