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IRS Service Filed Returns (SFRs) & Assessments

If the IRS has filed a tax return for you, they will almost certainly overstate what you owe. Take back control with Lothamer.

Reverse SFRs or Assessments Made After You File

SFR stands for Service Filed Return. It happens when a tax return is not filed by you, and the IRS takes the liberty of doing one for you. An SFR is calculated without any deductions. For example, if you’re self-employed, the tax is calculated on your gross income reported to the IRS via 1099s, with no business deductions. Obviously, this results in an inflated balance due. This can happen without your knowledge if you moved your residence and the IRS did not know where to send any notices. You could also have tax liens filed against you and unbeknownst to you. Another way an SFR is done is when you sell property, it gets reported to the IRS.

Additional assessments can be made by the IRS after you file a tax return. This can happen when you have failed to report an item of income on your tax return. For example, if you fail to report the sale of property that is not your residence, the IRS can calculate a tax due, and send you a notice, usually a CP2000 Notice. However, what the IRS does not do is subtract the cost of the property, and you end up owing more than what is legally due. We have a lot of experience dealing with CP2000 Notices for any reason.

Don’t let the IRS rob you of deductions that you have a right to. Set the record straight with help from Lothamer.

How Lothamer Can Help You Reverse Overstatements Of Tax Due As A Result Of An SFR Or CP2000

We have reversed thousands of tax returns filed by the IRS. You always have a right to file an original return with all of your deductions. However, there are situations where it is not necessary to file tax returns that have been done for you. In other words, you can accept such returns, although incorrect and overstated, for purposes of filing an Offer in Compromise.

If you are a good candidate for an Offer in Compromise, you could save yourself the cost of reversing an SFR. On the other hand, if you are required to pay back tax because you do not qualify for an Offer in Compromise, then you certainly would want to file an original tax return and reverse the SFR and reduce what you owe.

CP2000 Notices are aggravating, but we’re here to help. These notices can be very difficult to read due to the way the IRS presents the information, and it is not readily apparent what the problem is. You will learn whether the IRS has done any SFR or any additional assessments at your initial consultation, because we pull your IRS transcripts prior to your consultation. Don’t have your initial consultation without your transcripts having been pulled. Use Lothamer.

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Tax Resolution Success Stories

Awesome experience. I was extremely stressed out due to some issues I had with backed taxes. I felt instant relief after my first my first consultation with Jesse. The whole team was very kind and very comforting in my experience. My life is on a way better track since working with Lothamer.

Stephen B.

This firm is very helpful, they listen to your problem without rushing you or brushing you off,they make sure you understand the information that they are providing for an you.

Terri S. - Milwaukee, WI

I was very satisfied with my services and the amount I had to pay off my debt.

Tom - Linden, MI
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Tax Resolution Success Stories

I found my experience with this firm to be very helpful. The staff was personable and put me at ease. I would highly recommend.

Sean M. - South Bend, IN

When U first contacted Lothamer I saw no way out of my situation. The professionalism experience and knowledge upon first meeting put my mind at ease and after 3 years of working knowing my settlement was finally to come to terms the fear and weight of my shoulders in priceless.

Sharon - Spring Lake, MI

We are very pleased with Lothamer representation of our case and outcome they achieved for us. Lothamer was polite helpful and kept us informed throughout the entire process.

Tommy - Ovid, MI
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Your Roadmap to Resolution Starts Here

Within the first 24–72 hours, we can do more than what most other tax firms do in several weeks.

Step
1

CALL OUR OFFICE to Learn More About Our Process for Getting Same-Day Tax Help

For a reasonable fee, we will call the IRS and request a Stay on Collection, obtain transcripts as to years unfiled, balances due, and income reported to the IRS, and provide a consultation within three days with a licensed attorney, CPA, or Enrolled Agent.

Step
2

MEET WITH A LICENSED CPA, ATTORNEY, OR ENROLLED AGENT and Get Your Roadmap to Resolution

Our meeting with you will be a virtual meeting, using our proprietary video conferencing software, performed in the privacy of your office, home, or vehicle, with a licensed attorney, CPA, or Enrolled Agent. We will share our findings, discuss your options, and provide you with a plan to resolve your tax problem. At this meeting, we will give you an estimated cost for the services to carry out the plan developed.

Step
3

IMPLEMENT THE PLAN

Upon accepting the Terms & Conditions in our service agreement as outlined in Step 2, we will immediately go to work solving your tax problem. We will get you set up in our eResolution Client Portal, giving you access to critical deadlines and next steps to view the progress of your case.

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