Payroll can come with its own host of tax problems. In my webinar , I share 5 essential steps to resolving payroll tax problems for a stress-free tax season.

1. LegacyTaxResolutionServices.com
(855) 829-5877
5 Essential Steps to
Resolving Business
Payroll Tax Problems

2. LegacyTaxResolutionServices.com
(855) 829-5877
Contact Us
taxguru@LTaxRS.com
855-829-5877 phone number
Offices throughout the country
www.legacytaxresolutionservices.com

3. LegacyTaxResolutionServices.com
(855) 829-5877
The Company Ideology
The Rescue Squad for Overtaxed and Troubled Taxpayers.
1.

4. LegacyTaxResolutionServices.com
(855) 829-5877
“
Who Will Benefit From this Presentation?

5. LegacyTaxResolutionServices.com
(855) 829-5877
“
Who Will Benefit From this Presentation?
• Business Owners who owe taxes or have
issues with either IRS and/or State

6. LegacyTaxResolutionServices.com
(855) 829-5877
“
Who Will Benefit From this Presentation?
• Business Owners who want to avoid owing
the IRS and/or State

7. LegacyTaxResolutionServices.com
(855) 829-5877
“
Who Will Benefit From this Presentation?
• Construction, Restaurants, Law
Firm/Attorneys, or owners of any other
business with employees

8. LegacyTaxResolutionServices.com
(855) 829-5877
You may be feeling confused,
unsure, worried about your
payroll taxes and how to deal
with the IRS or State

9. LegacyTaxResolutionServices.com
(855) 829-5877
• You will feel confident and prepared,
Benefits of this Webinar

10. LegacyTaxResolutionServices.com
(855) 829-5877
• You will have a plan to solve and/or avoid IRS
and/or State business payroll tax problems!
Benefits of this Webinar

11. LegacyTaxResolutionServices.com
(855) 829-5877
• You will come away with a roadmap to solve your
payroll tax issues and get back to business
Benefits of this Webinar

12. LegacyTaxResolutionServices.com
(855) 829-5877
Process for Resolving
Payroll Tax Problems
Understand Common
Payroll Tax Mistakes.
Step 1

13. LegacyTaxResolutionServices.com
(855) 829-5877
Process for Resolving
Payroll Tax Problems Avoid the Trust Fund
Recovery Penalty
Step 2

14. LegacyTaxResolutionServices.com
(855) 829-5877
Take Action to Get Into
Compliance
Step 3
Process for Resolving
Payroll Tax Problems

15. LegacyTaxResolutionServices.com
(855) 829-5877
Know You Rights and
Potential Resolutions
Options
Step 4
Process for Resolving
Payroll Tax Problems

16. LegacyTaxResolutionServices.com
(855) 829-5877
Make a Plan of Action to
Resolve Past Tax Debts .
Step 5
Process for Resolving
Payroll Tax Problems

17. LegacyTaxResolutionServices.com
(855) 829-5877
5 Common Payroll Tax Mistakes
The Rescue Squad for Overtaxed and Troubled Taxpayers
1) Filing Payroll Taxes Late

18. LegacyTaxResolutionServices.com
(855) 829-5877
5 Common Payroll Tax Mistakes
The Rescue Squad for Overtaxed and Troubled Taxpayers
1) Filing Payroll Taxes Late
2) Not Keeping Payroll Tax Reports

19. LegacyTaxResolutionServices.com
(855) 829-5877
5 Common Payroll Tax Mistakes
The Rescue Squad for Overtaxed and Troubled Taxpayers
1) Filing Payroll Taxes Late
2) Not Keeping Payroll Tax Reports
3) Incorrect Worker Classification

20. LegacyTaxResolutionServices.com
(855) 829-5877
5 Common Payroll Tax Mistakes
The Rescue Squad for Overtaxed and Troubled Taxpayers
1) Filing Payroll Taxes Late
2) Not Keeping Payroll Tax Reports
3) Incorrect Worker Classification
4) Not Having Sufficient Funds to Pay Taxes

21. LegacyTaxResolutionServices.com
(855) 829-5877
5 Common Payroll Tax Mistakes
The Rescue Squad for Overtaxed and Troubled Taxpayers
1) Filing Payroll Taxes Late
2) Not Keeping Payroll Tax Reports
3) Incorrect Worker Classification
4) Not Having Sufficient Funds to Pay Taxes
5) Not Making Payroll Taxes a Priority

22. LegacyTaxResolutionServices.com
(855) 829-5877
Employee vs. Independent Contractors
3) Incorrect Worker Classification

23. LegacyTaxResolutionServices.com
(855) 829-5877
Employee vs. Independent Contractors
• Must classify a worker as either an employee or an Independent
Contractor.
3) Incorrect Worker Classification

24. LegacyTaxResolutionServices.com
(855) 829-5877
Employee vs. Independent Contractors
• Employers pay payroll taxes for an employee but not an
independent contractor
3) Incorrect Worker Classification

25. LegacyTaxResolutionServices.com
(855) 829-5877
Complications If You Get This Wrong
1) IRS often audits businesses for workers classification .
Potential Result
Back taxes
Penalties
3) Incorrect Worker Classification

26. LegacyTaxResolutionServices.com
(855) 829-5877
Complications If You Get This Wrong
2) Employees may sue to recover lost wages.
Potential Result
Back pay
Liquidating damages
Attorney’s fee
Court costs
3) Incorrect Worker Classification

27. LegacyTaxResolutionServices.com
(855) 829-5877
Complications If You Get This Wrong
2) Employees may sue to recover lost wages.
Potential Result
Back pay
Liquidating damages
Attorney’s fee
Court costs
This can often be more than the back taxes owed.
3) Incorrect Worker Classification

28. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
1) Control- Degree of control exercised by the
principal over the work’s details
a) The most important factor
b) Control means control over the
means, not only the results

29. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
2) Which party invests in the facilities/tools used by the
worker
a) Is an office provided?
b) Who owns the tools used by the worker?

30. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
3) The opportunity for the worker to earn a profit or
suffer a loss

31. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
4) Whether the principal can discharge the worker

32. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
5) Whether the worker is part of the principal’s regular
day-to-day business

33. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
6) The permanency of the relationship

34. LegacyTaxResolutionServices.com
(855) 829-5877
3) Incorrect Worker Classification
The Rescue Squad for Overtaxed and Troubled Taxpayers
7 Factors- Employee vs. Independent Contractor
7) The relationship the parties believe they are
creating
But if the employer/employee relationship exist,
the party's description is immaterial

35. LegacyTaxResolutionServices.com
(855) 829-5877
• Taxes must be withheld from the employees’ wages
as part of a fiduciary duty
2) Avoid The Trust Fund Recovery Penalty

36. LegacyTaxResolutionServices.com
(855) 829-5877
• Liability imposed on the “Responsible Persons”
2) Avoid The Trust Fund Recovery Penalty

37. LegacyTaxResolutionServices.com
(855) 829-5877
• Depends on degree of control of finances and ability
to direct payments
2) Avoid The Trust Fund Recovery Penalty

38. LegacyTaxResolutionServices.com
(855) 829-5877
• Willfulness= Negligence- low standard
2) Avoid The Trust Fund Recovery Penalty

39. LegacyTaxResolutionServices.com
(855) 829-5877
Avoiding the Trust Fund Recovery Penalty
• Offer evidence that you are not a “Responsible
Person
2) Avoid The Trust Fund Recovery Penalty

40. LegacyTaxResolutionServices.com
(855) 829-5877
Avoiding the Trust Fund Recovery Penalty
• Pay employment taxes with an Installment
Agreement
2) Avoid The Trust Fund Recovery Penalty

41. LegacyTaxResolutionServices.com
(855) 829-5877
Avoiding the Trust Fund Recovery Penalty
• Designate voluntary payment to the trust fund taxes
2) Avoid The Trust Fund Recovery Penalty

42. LegacyTaxResolutionServices.com
(855) 829-5877
3) Take Action To Become Current
The Rescue Squad for Overtaxed and Troubled Taxpayers
1) File any overdue tax returns

43. LegacyTaxResolutionServices.com
(855) 829-5877
3) Take Action To Become Current
The Rescue Squad for Overtaxed and Troubled Taxpayers
2) Beginning now, file all returns timely.

44. LegacyTaxResolutionServices.com
(855) 829-5877
3) Take Action To Become Current
The Rescue Squad for Overtaxed and Troubled Taxpayers
3) Beginning now, pay all federal tax deposits
timely.

45. LegacyTaxResolutionServices.com
(855) 829-5877
Rights (Ten in Total)- Most Important
1) You have the right to be treated fairly
4. Know Your Rights and Potential
Resolution Options

46. LegacyTaxResolutionServices.com
(855) 829-5877
Rights (Ten in Total)- Most Important
2) You have the right to be represented
4. Know Your Rights and Potential
Resolution Options

47. LegacyTaxResolutionServices.com
(855) 829-5877
Options
1) Installment Agreement
4. Know Your Rights and Potential
Resolution Options

48. LegacyTaxResolutionServices.com
(855) 829-5877
Options
2) Offer in Compromise
4. Know Your Rights and Potential
Resolution Options

49. LegacyTaxResolutionServices.com
(855) 829-5877
Options
3) Currently Not Collectible Status
4. Know Your Rights and Potential
Resolution Options

50. LegacyTaxResolutionServices.com
(855) 829-5877
Options
4) More
4. Know Your Rights and Potential
Resolution Options

51. LegacyTaxResolutionServices.com
(855) 829-5877
If a Revenue Officer Shows Up at Your Home or Place of
Business
1) Right to seek representation
4. Know Your Rights

52. LegacyTaxResolutionServices.com
(855) 829-5877
If a Revenue Officer Shows Up at Your Place of Business
2) Right to reschedule the initial interview
4. Know Your Rights

53. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Determine the extent of the problems
The Rescue Squad for Overtaxed and Troubled Taxpayers

54. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Determine the possible solution(s)
The Rescue Squad for Overtaxed and Troubled Taxpayers

55. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Compile and organize support documents
The Rescue Squad for Overtaxed and Troubled Taxpayers

56. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Review your options
The Rescue Squad for Overtaxed and Troubled Taxpayers

57. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Negotiate an agreement with the IRS
The Rescue Squad for Overtaxed and Troubled Taxpayers

58. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Review your options
Option 1- Currently Not Collectible Status
Undue hardship/inability to pay, or
No assets
The Rescue Squad for Overtaxed and Troubled Taxpayers

59. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Review your options
Option 2) Collection statute has expired
The Rescue Squad for Overtaxed and Troubled Taxpayers

60. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Review your options
Option 3) Business Installment Agreement
Able to pay within 24 months & owe < $25,000
Able to pay before the collection statute expires
The Rescue Squad for Overtaxed and Troubled Taxpayers

61. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Resolve Your Tax Problems
• Review your options
Option 4) Offer in Compromise
Settle the tax debt for less than the full amount
Available only under extreme circumstances
Business must be current on all filings and deposits
Based on assets and projected future income
The Rescue Squad for Overtaxed and Troubled Taxpayers

62. LegacyTaxResolutionServices.com
(855) 829-5877
5) Make a Plan to Avoid Future Problems
• Budget for payroll tax payments and deposits
The Rescue Squad for Overtaxed and Troubled Taxpayers

63. LegacyTaxResolutionServices.com
(855) 829-5877
5) Make a Plan to Avoid Future Problems
• Use a professional payroll provider
The Rescue Squad for Overtaxed and Troubled Taxpayers

64. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Avoid Future Problems
• Make sure they are doing their job correctly
The Rescue Squad for Overtaxed and Troubled Taxpayers

65. LegacyTaxResolutionServices.com
(855) 829-5877
5. Make a Plan to Avoid Future Problems
• Pay attention to IRS notices
The Rescue Squad for Overtaxed and Troubled Taxpayers

66. LegacyTaxResolutionServices.com
(855) 829-5877
Let’s Review The Steps
Step 1
Avoid Problems- Five
Common Mistakes

67. LegacyTaxResolutionServices.com
(855) 829-5877
Let’s Review The Steps
Limit Personal Liability-
Avoid the Trust Fund
Recovery Penalty
Step 1 Step 2
Avoid Problems- Five
Common Mistakes

68. LegacyTaxResolutionServices.com
(855) 829-5877
Let’s Review The Steps
Limit Personal Liability-
Avoid the Trust Fund
Recovery Penalty
Step 1 Step 2
Avoid Problems- Five
Common Mistakes
Take Action to Become
Current with Payroll
Taxes
Step 3

69. LegacyTaxResolutionServices.com
(855) 829-5877
Let’s Review The Steps
Limit Personal Liability-
Avoid the Trust Fund
Recovery Penalty
Step 1 Step 2
Avoid Problems- Five
Common Mistakes
Take Action to Become
Current with Payroll
Taxes
Step 3
Step 4
Know Your Rights and
Potential Resolution
Options

70. LegacyTaxResolutionServices.com
(855) 829-5877
Let’s Review The Steps
Limit Personal Liability-
Avoid the Trust Fund
Recovery Penalty
Step 1 Step 2
Avoid Problems- Five
Common Mistakes
Take Action to Become
Current with Payroll
Taxes
Step 3
Step 4
Know Your Right and
Potential Resolution
Options
Step 5
Make a Plan to Resolve
your Tax Problems

71. LegacyTaxResolutionServices.com
(855) 829-5877
Our Three-Step Process
to Solve Payroll Tax Problems
• Initial Consultation to find out if we can help

72. LegacyTaxResolutionServices.com
(855) 829-5877
Our Three-Step Process
to Solve Payroll Tax Problems
• Initial Consultation to find out if we can help
• Case Evaluation- Amount Owed and Financial Review

73. LegacyTaxResolutionServices.com
(855) 829-5877
Our Three-Step Process
to Solve Payroll Tax Problems
• Initial Consultation to find out if we can help
• Case Evaluation- Amount Owed and Financial Review
• Resolution- We review your options and get to work

74. LegacyTaxResolutionServices.com
(855) 829-5877
Who Is This Not For?

75. LegacyTaxResolutionServices.com
(855) 829-5877
Who Is This Not For?
People Who like to ignore their Problems

76. LegacyTaxResolutionServices.com
(855) 829-5877
Who Is This Not For?
People Who like to ignore their Problems
Those who don’t take responsibility for their
circumstances

77. LegacyTaxResolutionServices.com
(855) 829-5877
Who Is This Not For?
People Who like to ignore their Problems
Those who don’t take responsibility for their
circumstances
Business owners who don’t value themselves
and their business

78. LegacyTaxResolutionServices.com
(855) 829-5877
Outcome of Using Our Services?
Peace of mind knowing ALL solutions were considered

79. LegacyTaxResolutionServices.com
(855) 829-5877
Outcome of Using Our Services?
Peace of mind knowing ALL solutions were considered
Develop a plan to resolve taxes and stay in business

80. LegacyTaxResolutionServices.com
(855) 829-5877
Outcome of Using Our Services?
Peace of mind knowing ALL solutions were considered
Develop a plan to resolve taxes and stay in business
May be able to reduce taxes, delay payment and limit IRS penalties

81. LegacyTaxResolutionServices.com
(855) 829-5877
❑ Tax Preparation/Planning
Company Services
❑ Tax Resolution (Federal & State)
❑ Entity Structuring/Planning/Setup
❑ Debt Resolution (Debt Management/Settlement/Bankruptcy.
❑ Accounting with a Focus on Profit Maximization
❑ Payroll

82. LegacyTaxResolutionServices.com
(855) 829-5877
Thanks You for Attending
Complimentary
Consultation
www.legacytaxresolutionservices.com
info@LTaxRS.com
855-829-5877
30-Minute Initial Consultation to find out if we can help
• Discuss your tax problems and potential solutions
https://calendly.com/taxman/payroll-tax-problem-resolution-
initial-consultation

83. LegacyTaxResolutionServices.com
(855) 829-5877
Thanks You for Attending
Complimentary
Consultation
www.legacytaxresolutionservices.com
info@LTaxRS.com
855-829-5877
30-Minute Initial Consultation to find out if we can help
• Find out if we may be able to help you
https://calendly.com/taxman/payroll-tax-problem-resolution-
initial-consultation

84. LegacyTaxResolutionServices.com
(855) 829-5877
Thanks You for Attending
Complimentary
Consultation
www.legacytaxresolutionservices.com
info@LTaxRS.com
855-829-5877
30-Minute Initial Consultation to find out if we can help
• Contact us by phone or set up an complimentary
consultation
https://calendly.com/taxman/payroll-tax-problem-resolution-
initial-consultation