Gilbert AZ IRS Audit Reconsideration: Saved $179,000 in Tax

How Scott Allen EA Saved His Client Over $179,000 from an IRS Audit on His 2023 Tax Return

Navigating IRS audits and tax assessments can be a daunting and stressful process for any taxpayer. For Robert, a hardworking Gilbert Arizona resident, this nightmare became a reality when he received an IRS notice showing an assessed tax liability of over $190,000 for the 2023 tax year. Fortunately, he turned to Scott Allen EA of Tax Debt Advisors, Inc.—a trusted local tax resolution firm in Mesa, Arizona—who was able to drastically reduce that liability to just $11,213.69.

Through expert representation, meticulous tax work, and a proven strategy, Scott Allen EA saved Robert over $179,000 and helped him secure a manageable monthly payment plan. This success story illustrates the vital importance of hiring the right professional when facing IRS challenges.

Gilbert AZ IRS Audit Reconsideration

The IRS Notice and the Initial Tax Crisis

In June 2025, Robert received IRS Notice CP21A regarding his 2023 tax return. This notice reflected changes to his return that resulted in a tax debt of $11,213.69, down from an initial IRS assessment of over $190,000. The IRS had previously determined that Robert owed this staggering amount due to alleged issues related to pensions, annuities, income tax withholding, and net investment income tax.

At the time, Robert was completely overwhelmed. He knew he couldn’t afford to pay nearly $200,000, and worse yet, he didn’t believe the IRS’s assessment was even accurate. That’s when he decided to contact Scott Allen EA of Tax Debt Advisors, Inc., a family-owned firm that has been serving Arizona taxpayers since 1977.

The Power of Professional Representation

Scott Allen EA immediately stepped in as Robert’s IRS Power of Attorney—a crucial first step in regaining control over the Gilbert AZ IRS audit reconsideration situation. With this authority, Scott Allen was able to:

Access Robert’s complete IRS file.
Review the details of the IRS audit findings.
Submit a formal audit protest and request an audit reconsideration.
Negotiate directly with the IRS on Robert’s behalf.

Having a licensed Enrolled Agent like Scott Allen with direct access to the IRS on your side makes all the difference. As Power of Attorney, Scott ensured that no further action was taken by the IRS without his oversight and input.

Challenging the IRS Audit Findings

After a detailed analysis of the audit adjustments, Scott Allen EA determined that many of the IRS’s conclusions were based on inaccurate or incomplete information. Specifically, the IRS had:

Overstated pension and annuity income.
Misapplied tax withholdings.
Improperly calculated net investment income tax.

Scott responded promptly and thoroughly to each of these points, submitting accurate documentation, supplemental tax information, and a professional audit reconsideration packet.

His goal was simple: to correct the IRS record and ensure that Robert was only responsible for the tax he truly owed.

Reducing the Tax Bill by Over $179,000

The outcome of this process was nothing short of remarkable. Scott Allen EA successfully convinced the IRS to reduce the tax liability by $138,910 in taxes alone. Additionally:

$952 in tax credit for withholding was added.
The failure-to-file penalty was reduced by $27,953.36.
Interest was lowered by $11,446.49.

After all adjustments, the IRS determined that Robert’s final balance due was just $11,213.69, a dramatic drop from the original $190,298.50 balance.

This case is a textbook example of how professional tax representation can significantly alter the outcome of an IRS audit reconsideration in Gilbert AZ or tax notice. Without intervention, Robert could have been on the hook for the full amount, potentially leading to wage garnishments, bank levies, or worse.

Settling the Debt Into a Manageable Payment Plan

Even though the reduced balance was a victory, $11,213.69 is still a significant amount for any taxpayer to pay all at once. Fortunately, Scott Allen EA was not done helping.

With the reduced balance in place, Scott worked with the IRS to arrange a low monthly payment plan that fit within Robert’s budget. This Installment Agreement ensures that Robert can pay his IRS debt over time without risking further penalties, liens, or collections.

Because Scott is experienced in negotiating directly with IRS collections, he was able to structure the plan in a way that provides peace of mind and financial stability for Robert going forward.

Why Choose Tax Debt Advisors, Inc.?

For nearly five decades, Tax Debt Advisors, Inc. has been a trusted resource for Arizona taxpayers. Located in Mesa, Arizona, this family-owned and locally operated business has helped thousands of clients resolve their tax problems with personalized, honest, and effective representation.

Led by Scott Allen EA, the company takes a one-on-one approach with every client. Unlike national firms that treat cases as numbers and often outsource their work, Scott personally meets with each client, understands their unique situation, and crafts a custom resolution plan.

Clients of Tax Debt Advisors enjoy:

Local expertise with Arizona taxpayers’ needs.
Direct representation by a licensed Enrolled Agent.
Help with IRS audits, back taxes, unfiled returns, and payment plans.
A personalized experience from a business that treats clients like family.

Caution Against National Tax Resolution Firms

One of the biggest mistakes taxpayers make is responding to IRS notices by calling flashy national firms that advertise on TV or online. These companies often overpromise and underdeliver. Many charge large upfront fees without producing real results.

Scott Allen EA warns Arizona taxpayers to avoid these “one-size-fits-all” national firms and instead work with a local expert who understands both IRS procedures and Arizona-specific tax issues.

Robert’s Outcome: Peace of Mind Restored

Thanks to Scott Allen EA, Robert now has:

A corrected IRS tax record.
A manageable payment plan.
Confidence that his IRS issues are resolved.
Savings of over $179,000.

Robert’s story is not unique—hundreds of Gilbert Arizona residents are dealing with similar IRS issues and don’t know where to turn. The good news is that real help is available—right here in Arizona.

Take Action Before the IRS Takes Action Against You

If you’ve received an IRS audit reconsideaton notice in Gilbert AZ, are being audited, or owe back taxes, now is the time to act. Ignoring these issues can lead to aggressive IRS collections, including wage garnishments, tax liens, and bank levies.

Scott Allen EA and Tax Debt Advisors, Inc. offer a free initial consultation to evaluate your situation and help you understand your best options. Whether it’s disputing an audit, filing unfiled returns, or negotiating a settlement or payment plan, Scott is ready to help.

Contact Tax Debt Advisors, Inc. Today

Tax Debt Advisors, Inc.
3155 E Southern Ave Ste 101
Mesa, AZ 85204
📞 Call: (480) 926-9300
🌐 www.taxdebtadvisors.com

Don’t face the IRS alone. Let a trusted local expert fight for your financial future.