2023 MJ Tax Relief Group Brochure

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PAYROLL TAX RELIEF EXPERT PAYROLL TAX RELIEF EXPERT

06 03 PAGE OF CONTENTS OUR CEO MESSAGE 04 ABOUT US 05 WHY CHOOSE US? WHAT WE CAN HELP YOU WITH 07 WHAT TRG CAN DO FOR YOU 08 TAG BLUEPRINT 16 WHAT CLIENTS ARE SAYING 10 11 OUR TEAM LEADER 6 MYTHS ABOUT TAX PROFESSIONALS 12 13 PAYROLL TAX PENALTIES 14 15 CORPORATE TAX RATES 1

WELCOME

OUR CEO MESSAGE

Many of our clients start out by trying to handle their IRS case by themselves (or with their current CPA, attorney, or tax preparer), but end up with negative results or no results at all. Our Tax Audit Team navigates the maze of IRS regulations daily. We know the "ins and outs" of the tax system and can negotiate a solution that works for you.

We'll make sure you understand your rights and explore all the tax relief options available to identify the best course of action for your needs and circumstances. As a result, TAG can find a permanent solution to stop the intimidating letters and phone calls from the IRS.

Our team has a wealth of experience and insight on IRS tax relief alternatives. We'll identify the right strategy to resolve your IRS problems and will execute a plan of action to reduce and pay off your tax debt so you can make a fresh start.

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ABOUT US

MJ Tax Relief Group is a full-service tax resolution firm that resolves IRS and State tax problems. Our firm employs experienced Tax Advisors, CPAs, EAs, and Tax Attorneys to represent our clients. When your unpaid taxes reach a certain threshold, the IRS will become very forceful in their collection tactics and can make your life miserable until you find a way to pay.

Then, they can hit you with exorbitant penalties, garnish your wages, or even use a levy to seize your property in an effort to pay the tax debt. Our mission is to end tax problems by negotiating the lowest possible settlement allowed by law as expeditiously as possible.

TRG finds solutions for aggressive IRS collection tactics, including high penalties and interest, liens, levies, and tax audits. When you become our client, we'll work with you to resolve your tax problems and help you minimize taxes in the future with a proactive tax strategy.

We place a strong emphasis on customer service and will fight hard to get you the tax relief you deserve. Our friendly staff is fully qualified and excited to provide you with straight forward tax advice and a timely solution.

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WHY CHOOSE US?

We Believe...

In providing our clients with peace of mind. Our company thrives on trust and accuracy.

We Believe...

In relationship building and the longevity of client confidentiality.

We Believe...

In offering customized tax relief services. Each client has a different situation. Our company offers tax relief services to fit the unique needs of each client.

We Believe...

In treating all clients with the same courtesy, respect, and integrity.

We Believe...

In keeping clients informed every step of the way.

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Appeals Collection

Bank Levy

Tax Audits

Bankruptcy

Innocent Spouse

Payroll Tax Issues

Tax Court Petition

Penalty Abatement

IRS and State Liens

Wage Garnishments

Unfiled Tax Returns

Offers in Compromise Installment Agreements

TRG specializes in providing affordable solutions to taxpayers who, for whatever reason, find themselves at odds with the IRS. Our experienced staff will represent you in front of the IRS, allowing you to continue with your life. You will not have to speak with an IRS agent.

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WHAT TAG CAN DO FOR YOU

TRG puts our experienced and expert team of Tax Attorneys and Enrolled Agents to work to solve your tax problems quickly and affordable. We offer a free initial consultation to review your case and explain your options.

We will represent you in an IRS audit or hearing, so you do not have to appear.

You may still file original tax returns for past years, usually reducing the taxes and penalties owed.

Offer payment of a lower amount to wipe out your entire tax liability and release Federal Tax Liens.

Request that the IRS re-examine your case to reduce the amount you owe.

Present valid reasons for your tax problems and have the IRS reduce penalties to zero.

Offer the IRS a payment plan that is workable for you.

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TRG BLUEPRINT

What to expect when resolving your tax debt

Many of our clients who retain our tax relief services are interested in knowing two things:

1)Can you settle this for less than I owe; and

2)How long will it take?

Upon retaining our firm to resolve your tax issue, some of the relief will be immediate, and some will occur over time.

It is important to keep in mind that your IRS problems didn’t come about overnight, so they will also take time to resolve.

The good news is that generally, you won’t need to meet or speak with the IRS while we are representing you.

An average Offer in Compromise (OIC) case can take anywhere from 6-12 months (or longer) depending on the amount of tax liability owed, the complexity of the case, and your individual facts and circumstances.

CONSULTATION:

If you have never been a client of ours, the first step is to call or come in for your confidential, no-obligation, free consultation. At this meeting, an experienced Tax Resolution Consultant will evaluate your situation and discuss all available options for resolving your matter. This generally takes about 30-45 minutes; however, there are times when the information provided at this meeting is not sufficient to determine a course of action. Therefore, it is advised to have all recent notices and correspondence from the IRS available during our first in-person or telephone consultation. The first step is to hire us to obtain your IRS transcripts and Record of Account to best evaluate all of your alternative settlement options.

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Retaining Our Firm: At the end of your consultation, if selected as a good “fit” for our firm, you will be given the opportunity to retain us as your tax representative. You will be required to sign an engagement letter and make financial arrangements to pay for our tax help services.

We will file a power of attorney (POA) with the IRS. This will provide you with immediate relief because from this point on, the IRS will be required to contact us instead of you. If an IRS representative should contact you, all you need to do is provide our contact information, including phone number, and politely request that they contact MJ Tax Relief Group directly. A separate POA will be required for any state tax problem you have retained us for as well.

Beginning the Tax Resolution Process: You will be assigned a case manager who is in charge of your case. ALL of our case managers are licensed professionals and are extremely qualified. Together we will develop a phased strategy for resolving your case and advise you on what steps to take for the most effective resolution. Your case manager is available to you by direct dial phone, individual email, or in person. At the Tax Relief Group, we employ the team approach to resolving your tax problems. Our case managers are supported by a staff of experienced technical specialists who will be your point of contact.

IRS Compliance: Generally, before the IRS will accept any negotiation/settlement, you must become a compliant taxpayer. Compliance means that all past due income tax returns must be prepared and filed. Compliance also means you must be “current” on your quarterly estimated income tax payments, and you must be withholding tax at the correct rate (if a wage earner). Your case manager is experienced in what must be done to achieve compliance and will advise you accordingly. If you cannot furnish the records necessary to prepare preparation of your taxes, the Tax Relief Group has developed methods, per IRS regulations, for completing the preparation of tax returns to get them filed right away.

Your Responsibilities: Clients who achieve successful resolution of their matters have the following traits in common: They view the relationship with us as a collaborative one. They view this as a “project” that requires cooperation. They follow through, on a TIMELY basis, with our requests for information and documentation. Clients who achieve stated resolution goals return our phone calls and emails timely and stay in contact with us throughout the duration of their case.

Tax Settlement Negotiation: We will propose a plan of resolution to the IRS that you can live with and see through to acceptance. We have an excellent IRS settlement track record rate and pride ourselves in obtain-ing the best (lowest) settlement for you under the law. It is rare, however, that a proposal is accepted right away. Through diligence, persistence, and follow-up, our knowledgeable staff will monitor, provide additional information to the IRS as needed, and negotiate your proposed settlement until a resolution is achieved.

Tax Resolution Is Reached: We will review the final resolution of your case by the IRS to make sure it is as agreed upon. If not, we will insist that it be changed to reflect what was agreed to. If the IRS is unwilling to do this, we will advise you on your options for the next step. Finally, you will be advised on what you must do to resolve and avoid future tax problems.

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706.507.2481

888.829.7584

melinda.tolbert@mjtax.com

www.mjtax.com

OUR TEAM LEADER

Melinda Tolbert, EA

Known for her honesty, caring spirit, and perseverance, Melinda Tolbert has been a successful entrepreneur for sixteen years. Tolbert is the esteemed Founder and CEO of MJ Tolbert Tax Audit Group and a International REALTOR®. In the true “Melinda Tolbert” form, she has selflessly dedicated her life to designing ethical, innovative, and effective tax solutions meticulously tailored to every client’s unique circumstances.

Melinda is motivated by the success of those she serves. She firmly believes that their success results from sincere intentions, skillful execution, and the unwavering ability to view every obstacle as an opportunity. Tolbert keeps her finger on the pulse of the industries in which she operates. As a result, she readily anticipates and responds to taxpayers tax audit needs. Within TAG walls, she has created a culture of learning, partnership, and adaptation to change in a dynamic business climate.

The award-winning Tax Advisor has consistently solidified her stellar reputation in the industry with several accolades that include:

Enrolled Agent

Top 3 Tax Firm 2016-2021

Best of Columbus Tax Firm Hall of Fame

Masters in Commercial Property

Certified Tax Coach

Featured in 2018 Top Agent Magazine

Certified Negotiation Expert

Tolbert is an active member of several professional organizations. The National Society of Tax Professionals (NSTP), the American Society of Tax Problem Solvers (ASTPS), and the Board of Realtors. She also serves as a Board Member of the City of Columbus Board of Equalization..

As a wife, mother of three, and exemplary member of her community, Tolbert leads by example. She pours her warmth and open-mindedness into the hearts of her counterparts, clients, and everyone she encounters.

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1020 Peachtree Drive, Columbus, GA 31906

6 MYTHS ABOUT TAX PROFESSIONALS

Myth #1: All tax professionals have the same training.

The Truth: Not all tax professionals have the same training. A Tax Resolution Specialist, for example, undergoes rigorous, comprehensive training and participates in annual continuing education courses specifically dealing with IRS problems. In addition, they have access to up to-date material on an ongoing basis.

Myth #2: All attorneys and accountants have experience with the IRS.

The Truth: Only a tiny percentage of lawyers and accountants have any experience dealing with the IRS. Some attorneys simply prepare documents, and many accountants deal only with accounting matters.

Myth #3: Former IRS employees have unique connections that give them an inside edge that other tax professionals do not have.

The Truth: All IRS problems are resolved based on the facts of the case, the applicable law, and the skill of the Tax Resolution Professional. Personal connections simply do not come into play.

Myth #4: The large national tax resolution firms have an advantage over a local Tax Resolution Professional.

The Truth: National firms have no advantage over local Tax Resolution Professionals and often are at a disadvantage. A local Tax Resolution Professional is uniquely positioned to understand the local economy and any other issues that may affect taxpayers living in their area.

Myth #5: Tax professionals listed on Internet directories are carefully screened for qualifications.

The Truth: Most Internet directories are nothing more than another advertising media. Sometimes, the only qualification required to be listed is the ability to pay big bucks for an “exclusive listing.”

Myth #6: A tax professional who can guarantee results must be better than those who do not guarantee results.

The Truth: No legitimate Tax Resolution Professional can guarantee results. It is the IRS who ultimately decides the outcome of your case. Only by choosing a skilled and experienced Tax Resolution Professional can you enhance your chances of a positive result.

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PAYROLL TAX ISSUES

The Failure to Deposit Penalty applies to employers that don’t make employment tax deposits:

•On time

•In the right amount

•In the right way

Employer-paid taxes include federal income tax, Social Security and Medicare taxes and Federal Unemployment Tax. Employers must send employment tax deposits to the IRS on a monthly or semi-weekly schedule.

The penalty you pay is a percentage of the taxes you did not deposit on time, in the right amount or in the right way.

The Failure to Deposit Penalty based on the number of calendar days your deposit is late, starting from its due date.

Payroll Deposit Penalties

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Deposit 1 to 5 days late............................................................................................................ 2% Deposit 6 to 15 days late.......................................................................................................... 5% Deposit 16 or more days late.................................................................................................... 10% Deposit made within 10 days of first IRS late notice................................................................ 10% Deposit paid directly to the IRS, or paid with the tax return unless otherwise allowed............ 10% Amount still unpaid more than 10 days after IRS late notice................................................... 15%

2022 CORPORATE TAX RATES IRA CONTRIBUTION LIMITS

2022 STANDARD MILEAGE RATES

The federal corporate income tax rate is 21%. Regular Contributions 2022 Maximum Contribution........................................................$6,000 Business mileage...........(January 1, 2022-June 30, 2022)=$0.585/mile ....(July 1, 2022-December 31, 2022)= $0.625/mile Charitable mileage.............................................................................................................................................................$0.14/mile Medical/moving mileage....(January 1, 2022-June 30, 2022)=$0.18/mile ...(July 1, 2022-December 31, 2022)= $0.22/mile Catch-Up Contributions for Taxpayers 50 and Older 2022 Catch-Up....................................................................................$1,000 14 2022 Maximum exclusion FOREIGN EARNED INCOME $112,000 2022 Exclusion FOREIGN EARNED INCOME $16,000 2022 Exclusion for gift to spouse who is not a U.S. citizen $164,000 2022 Maximum deferral 401(K) CONTRIBUTION LIMITS $20,500 2022 Catch-Up and elective-deferral contributions $27,000 ASSETS PLACED IN SERVICE 2022 BONUS DEPRECIATION 100% Expense limit SECTION 179 EXPENSE $1,080,000 Phaseout threshold $2,700,000 Social Security wage base FICA(SS & MEDICARE) WAGE BASE $147,000 Maximum Social Security tax Medicare wage base Maximum Medicare wage tax No ceiling No ceiling $9,114 2022 Maximum deferral 401(K) CONTRIBUTION LIMITS $20,500 2022 Catch-Up and elective-deferral contributions $27,000

2022 Individual Income Tax Rate Schedules

15 Tax Rate Single Head Of Household Married Filing Jointly Or Surviving Spouse Married Filing Separately 10% $ 0 - $ 10,275 $ 0 - $ 14,650 $ 0 - $ 20,550 $ 0 - $ 10,275 12% $ 10,275 - $ 41,775 $ 14,650 - $ 55,900 $ 10,2 75 - $ 41,775 22% $ 41,775 - $ 89,075 $ 55,900 - $ 89,050 $ 20,550 - $ 83,550 $ 41,775 - $ 89,075 24% $ 89,075 - $ 170,050 $ 89,050 - $ 170,050 $ 83,550 - $ 178,150 $ 89,075 - $ 170,050 32% $ 170,050 - $ 215,950 $ 170,050 - $ 215,950 $ 340,100 - $ 431,900 $ 170,050 - $ 215,950 35% $215,950 - $539,900 $ 215,950 - $ 539,900 $ 431,900 - $ 647,850 $ 215,950 - $ 323,925 37% Over $ 539,900 Over $ 539,900 Over $ 647,850 Over $ 323,925 Tax Rate Single Head Of Household Married Filing Jointly Or Surviving Spouse Married Filing Separately 26% $ 0 - $ 199,900 $ 0 - $ 199,900 $ 0 - $ 199,900 $ 0 - $ 99,950 28% Over $ 199,900 Over $ 199,900 Over $ 199,900 Over $ 99,950 Tax Rate Single Head Of Household Married Filing Jointly Or Surviving Spouse Married Filing Separately Amount $ 75,900 $ 75,900 $ 118,100 $ 59,050 Phaseout' $ 539,900 - $ 840,000 $539,900 - $840,000 $1,079,800 - $1,522,200 $ 539,900 - $ 776,100
REGULAR TAX BRACKETS ALTERNATIVE MINIMUM TAX BRACKETS AMT exemptions

WHAT CLIENTS ARE SAYING TESTIMONIALS

Melinda and her team are very professional. Melinda has a vast and extensive knowledge of tax laws and she is amazing at what she does. It’s definitely her ministry.

Very professional and extremely knowledgeable.

Before I met with MJ those IRS letters stressed me out so bad. My situation wasn’t as bad as I thought. It took a few months to get my issues resolved, but that’s what I love about them. They gave me a timeline upfront and kept me up to date throughout the entire process. You will not be disappointed.

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Awesome costumer service!!! Melinda and her staff are very honest and educated the latest tax laws! I'd recommend her for all your needs.

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The person that prepared my taxes went ghost on me when I got audited. MJ stepped in and worked wonders. Turns out my taxes weren’t prepared right. My balance went from over $17,000 to zero. Melinda is a bad girl when it comes to tax law. She’s the best hands down.

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I’ve never seen someone as passionate about helping people. Melinda is a very humble lady that has a gift and a light that shines so bright when you meet her. I was a little embarrassed that I let my tax problems get that bad. She made me feel better by sharing her story about her past tax issues with me. I’m glad I connected with her to help me resolve my issues with the state.

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Tinishia Mathis Shawnita Robertson
Morgan L. Anthony W Lindsey K
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L.Hughes
Visit our website at www.mjtax.com 706.507.2481 6001 River Road | 315 Columbus, GA 31904 @MJTAX @MJTAX

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