Your Options

If you experienced a loss due to investment theft and all reasonable means of recovery have been exhausted, we ask you to carefully consider your options of (additional) recovery.

Deduct The Loss Against Capital Gains

This standard deduction is fairly simple and straightforward. Unfortunately, it provides little tax benefit when your losses are large as it’s limited to a $3000 annual limit. If this option were utilized, it would take you 34 years to fully deduct a $100,000 loss.

Attempt To Take The Section 165 Deduction On Your Own

Be forewarned: This can be an enormous undertaking, and the chances of an audit are very high. A Section 165 deduction requires substantial analysis and documentation, and you can expect the IRS to examine it closely. The consequences of an improperly documented claim could include loss of deduction, expensive penalties, interest costs, Alternative Minimum Tax, and the wasted time and aggravation of an unsuccessful endeavor.

Rely Upon The Experts at 165 Services

With this option, you gain the rewards of an accelerated deduction and the peace of mind of receiving expert documentation completed by the oldest and most experienced Section 165 Specialists in the country. The risk is extremely low, because we warrantee our work.  Should the IRS audit you, our tax experts will represent you as part of our contract.  Should the IRS disallow your claim, you will receive a full refund of our fee.