Resolved: $2.3 Million Liability for a Full-Service Project Management Company Published July 22, 2026

Tax Guard successfully resolved an IRS liability of $2.3 million for a Western project management company through a lien-deferred installment agreement with a payment of $30,000 per month. As a result, the business was able to continue funding with Gulf Coast. The project management company fell behind when it took on a new client with a complicated invoice system while the business owner had to step away for personal matters. 

Debbie Gallegos, an Associate with Tax Guard:

• Prevented the IRS from levying bank accounts and accounts receivable,
• Negotiated an installment agreement with a payment of $30,000 per month, 
• Filed a Collection Appeal Request (CAP), and 
• Convinced the IRS to defer filing the federal tax lien, thereby protecting the lender and preserving the funding relationship.

“When I engaged Tax Guard, I was nervous about a lien because it would be detrimental not only to my funding relationship, but also my reputation in the industry,” said the business owner. “I understood the lien was probably going to be filed, so when Debbie told me she secured a payment plan and deferred the lien, I couldn’t believe it. We can afford the monthly payments, continue our business operations, and win new projects.”

“Working with our client, and Tax Guard, we saw firsthand how the staffing and budget cuts at the IRS are causing disruptions with the resolution process,” said Minaxi Chase, Vice President at Gulf Coast. “The revenue officer continually disappeared throughout the negotiations, was inconsistent in options for resolution, and the case worked its way through three managers. Despite the challenges, Debbie navigated the system to negotiate an excellent resolution, and we kept a valued client.”