Edward G.
5/5
It is very rare that I take the time to write a review, much less a recommendation letter but my experience with the Peck Group, specifically Jason Peck warrants the effort.
In 2019 I found myself in a major predicament. An LLC I had invested in several years prior had neglected to pay required taxes including payroll trust fund taxes. To make matters worse I was designated as a "responsible party", even though I was just a passive investor and had nothing to do with the company's operations.
Initially company management hired an accounting firm to represent the company’s (and those designated as a responsible party) interests to negotiate a settlement and payment plan. It wasn't until I had a substantial refund confiscated by the IRS that I found out that the company failed to meet it's negotiated obligations and I was still designated as a responsible party. To make matters even worse, the time period for me to challenge my designation had passed. I contacted an attorney I had used in the past for various business purposes to seek advice. He immediately recommended that I contact Jason Peck.
After my initial consultation with Jason I knew I was at the right place. Jason didn't sugarcoat the situation. He explained to me how seriously the IRS takes payroll trust fund tax violations and the fact that my official time to challenge my designation expired only made it a bigger hurdle. But he also confidently stated that although my situation was "out of the box", his job was to find someone within the IRS hierarchy that would not only listen to the facts but also have the authority to over turn an unjust situation. Jason then facilitated a "compromise" action with the IRS.
To complicate matters, along came Covid-19 in early 2020 which dramatically limited IRS access because they in essence shut down. In April of 2020, I got blindsided once again. I got a call from my financial advisor/broker and he informed me that they received notice from the IRS to immediately garnish several hundred thousand dollars from my account which required that my account be liquidated!
I immediately called Jason in a panic. The first thing Jason did was tell me to "take a deep breath" and committed that he would do everything possible to rectify the situation. The first thing Jason did was contact my broker, assure him that a mistake had been made and implore him not to do anything with my account. Jason then obtained from my broker the specific IRS agent that facilitated the garnish process. Within a couple of hours Jason contacted the IRS agent, convinced him that a mistake had definitely been made, and got the IRS agent to immediately provide documentation to the brokerage house that indeed a mistake had been.....all accomplished within 24 hours!
Jason's efforts didn't stop there. Over the next several months Jason was persistent to find that "person" within the IRS who again, would listen and had authority. Eventually Jason pinned down that someone out of the IRS Austin, TX office. Long story short, Jason convinced that individual that in no way as simply an investor I should have ever been designated a "responsible party" and even though I missed the designated "challenge" period my designation was reversed!
Obviously I was ecstatic about the final outcome but it was how Jason conducted himself throughout the process that has made such an impression on me. From day one Jason made an effort to know all the facts regarding my case; not only asking many initial questions but following up on several occasions just to make sure there was nothing overlooked. He consistently reached out to let me know the status of my case, even when it was to tell me there was nothing to report. I never felt I was falling through the cracks but rather felt that my case was important to him.
So with that said, it should be no surprise that I HIGHLY recommend the Peck Group to represent, whether it's an individual or company, anyone who finds themselves with any tax litigation issues.
