We offer to file a formal, fully completed perfected amended income tax return on FORM 1040 X (Individual) or FORM 1041(Trust) for “ZERO BASIS” tax on cash received or stock sold in any year 2009 or after that was received in a year from 1986 - 2012, from any demutualization / liquidation.
PLEASE NOTE THAT AN AMENDED TAX RETURN MUST BE FILED TO OBTAIN A REFUND. NO AMENDED RETURN = NO REFUND.
Our contingent fee is 1/3rd of any Refund of Federal or State Income Tax including interest you receive. THERE IS NO INITIAL COST, WE WILL HANDLE ALL CONTACT WITH THE IRS FOR YOU, AND WE WILL NOT RECEIVE ANY FEE IF YOU DO NOT OBTAIN A REFUND.
WHAT WE DID FOR YOU AND WHY YOU NEED US
1. I along with the collaboration of the Raby Law Office in Tempe, Arizona, are the only tax professionals who have formally and publically challenged the IRS “ZERO BASIS” taxation of demutualization distributions to policyholders.
7. ANY RIGHT YOU HAVE TO A REFUND IS A RESULT OF OUR WORK.
HOW DO YOU ACCEPT OUR OFFER TO FILE AMENDED RETURNS?
1. Click here for the Contingent Fee Agreement and complete Pages 1 and 4. Print the completed form.
C D Ulrich, CPA
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