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17 May, 2016 by Yvonne mirabal
Angel Lopez is a knowledgeable and pleasant accountant/tax attorney that is conscientious to his client's needs and proactive in dealing with the IRS. Mr Lopez was able to intersect and successfully stop a threatening IRS levy. I am proud to use him for my personal and company tax returns as well as for tax legal advise. I recommend him without any reservations!
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15 May, 2016 by Ayesha
Angel did my business tax filing and made the process hassle free. He was very thorough and clearly explained to me every step of the process. I didn't feel like I was out of the loop in doing my taxes as you would with many other accountants who simply ask for information and don't communicate a lot of what's being done. I also utilized him for personal taxes for 2015 and I must say in all the years, this was the most stress free experience I have had. He's great, hardworking, and gets the job done. My husband and I are very pleased and we got a very comfortable refund back this year because of Angel guiding us on how to file correctly.
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06 Feb, 2013 by Srikumar s. rao
I had a long running - 4 years - problem with a business partner involving intellectual property issues and I consulted Alan about this. He was knowledgeable but it was not his area of expertise so he roped in a colleague who specialized in the area. What impressed me is how Alan shepherded the process and kept it on track. He was always on top of actions that needed to be taken and worked actively to keep the billing hours as low as possible. Eventually the strategy he devised with his partner resolved my issue in ninety days. Subsequently I have retained Alan as my attorney for all my business and personal affairs including wills and estate planning and have been very happy with the service I get. An earlier reviewer reported that Alan did not return phone calls and his staff were discourteous. I cannot believe this because my experience has been the exact opposite. I have frequently received a response from Alan to my emails within seconds. His staff is most courteous and eager to help. On one occasion I pointed out an error to his assistant and she felt so bad that Alan called me to find out exactly what had happened. His staff take pride in work well done and he sets the tone himself. I am not competent to evaluate a lawyer's expertise. But I have been around long enough to judge a professional and I am highly confident that Alan is a super attorney - confident in what he knows in the areas in which he specializes, and well connected enough to assemble a competent legal team for whatever problem you are confronting. On one occasion I had a friend who needed legal help in the not-for-profit arena. Alan gave me a recommendation that my friend was thoroughly happy with. Finally, Alan is an attorney and will bill you for his time. But he has also helped many clients in different ways that go way past legal issues. I have met many of these clients personally and their testimonials are the reason I use him as my own attorney.
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06 Feb, 2013 by John
Alan Gassman was recomended when my wife and I were looking to update our wills. He worked very closely with us on setting up a trust. This was several years ago. We have continued working with him on updating the trust. Alan and his staff got us through an inheritance situation when a relative died and the original will could not be found. We also used his offices for some insurance problems regarding my wife,s mother. He got results when we were getting nowhere with the insurance company. In all cases we have found that he and his staff have always met or exceeded our expectations. My wife and I would be more than happy to recomend Alan Gassman.
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12 Nov, 2011 by Anonymous
11/11/11 As the daughter of two Wall Street attorneys I feel I can tell the difference between an adequate, a good, and a great attorney. Troy Hafner has proved to be one of the greats. I first retained Mr. Hafner in the 1990’s to assist with estate planning and guardianship matters involving my incapacitated Father and my stepmother. His handling of both the technical details and the difficult family/emotional realities was superb. He was able to resolve significant problems attributable to improper document preparation and planning from years earlier. A crippling federal income tax debt was also revealed during this time. My inclination was to pay it although it would have bankrupted my Father and his wife. Mr. Hafner took the time to THINK, research and present beautifully a position that other advisors who were still then involved had not identified. The outcome of his effort was absolute success – a complete elimination of the tax debt. That result saved our financial future. He has now been involved in estate planning for members of three generations in our family. The ability to gain at once the trust and respect of someone very old and the trust and respect of someone quite young is uncommon. Indeed Mr. Hafner’s competency is one of the things our family can all unconditionally agree on. He has also assisted us with real estate issues, family business endeavors, contested matters and just general advice, insight, and judgment. How fortunate for my family and I to have found a great advisor who has made a profound difference in our lives. Mari Latimer
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01 Jul, 2009 by Anonymous
Mr. Jackson was great to work with. He was available to me, answered all my questions and the office was so friendly. Mr. Jackson was upfront about costs and certainly was affordable. His knowledge of tax and estate planning is impressive and effective.
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29 Dec, 2016 by Jane
Met with Tina several years ago when I had a complex trust matter where I was serving as a co-trustee. She was able to advise properly and obtain the result my client wanted. Have since referred many others to her and know she has always done excellent work.
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06 May, 2021 by Ursula
The best lawyers are those who are recommended by their peers--other lawyers! Kris Lier is one of those excellent lawyers. She is experienced, professional, friendly, hard working and helped me in Estate Planning.
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07 May, 2015 by Lee
When I talk with Chuck on the phone, he was open and honest, and provided me excellent direction with some preliminary questions I had. I also liked the fact that he had a tax background to help me understand the tax implications for my questions about a Trust. At no time did I feel pressured.
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13 Mar, 2024 by Ewing3
I hired Sarah to complete a Probate matter and she did an excellent job. Sarah was easy to work with and was very thorough in making sure that the job would be completed without any issues or delays. She had detailed knowledge of the law and was always very easy to communicate with. I would recommend using Sarah if you have a probate or estate matter.
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28 Feb, 2020 by Stanley padgett
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01 Dec, 2022 by Anonymous
He listens and takes care of any problem in a professional manner. He is an excellent attorney and easy to work with. I highly recommend it to my friends and families.
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05 Jul, 2016 by Lyn
Bill Stewart represented me in 2 separate real estate transactions and in the execution of a relative's estate. He was always prepared and provided excellent advice and insights into the workings of Florida law. All matters were resolved to my satisfaction. I would definitely retain him again.
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12 Aug, 2020 by Scott grier
Liz has done a wonderful job of servicing me as a client, and my best friend as well. Her prices were fair, and her turn around time is quick. She is a great listener, and gives appropriate advice to make sure all loop holes are closed.
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04 Oct, 2017 by Bill
My father and I worked with Chris Jones in his estate planning needs. We found Chris to be extremely knowledgeable and professional. As importantly, my father was an elderly man and Chris took the time to listen with interest to my father's wishes and explain options in a manner that was easily understood by novices. When my father changed his mind on some of the items, Chris again showed great patience and outstanding communication to ensure that the trust documents were crafted as desired. I could not have asked for a more knowledgeable and outstanding person to help my father and I through a difficult process. My father passed away a short time ago and once again Chris has shown the patience, perseverance, and comprehension of the estate laws to help my family maneuver through the many IRS obstacles. Being out of state I had to deal with this estate via email and phone calls. Chris recommended an outstanding CPA firm who has handled all of the paperwork involved. He did this under his purview which has made a difficult process much easier. All-in-all I could not recommend Chris Jones any more highly than to say he has made a very difficult process much easier to deal with. His personality and knowledge allowed us to make our own decisions while he was there to guide the ship like a good captain. All of the horror stories I have heard about estate attorneys have not been true of Chris. Anyone in need of his professional services will not be disappointed in his services.
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12 Nov, 2008 by Anonymous
Excellent Estate Planning Lawyer
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14 May, 2016 by Martina
I used him with a problem I had with the owner of a building. It was very time sensitive and Mr. Kenney got the job done with great expertise and care.
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21 Mar, 2013 by Scott
Mr. Shigo was very helpful with setting up our business account answering all our business questions as well as our family will . I would recommend Mr. Shigo to all business owners and other clients.
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10 Jul, 2014 by Alex
I contacted Mr. Moffa regarding a documentary tax issue. He very informative and detailed in the initial consultation in wanting to help guide me in the best direction. After briefly hearing about my case he first advised me of a way to go about my case without hiring an attorney because the attorney costs would far exceed the tax dismissed. This kind of honesty is to be commended because you can tell by speaking to him that he really cares about his client before making money. Even after he determined that my case is better off being handled by myslef (although he was willing to represent me if I chose); he proceeded to spend a considerable amount of time explaining to me the procedures that I should take to resolve my case. If your looking for a honest lawyer who cares about your interest first, I highly recommend Mr. Moffa.
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30 Dec, 2012 by Barbara
Mr. WIlson does not need any reviews. I just need to say I highly recommend him and his assistant Maria for your legal needs. Thank you for all your support.
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06 Apr, 2015 by Anonymous
Tom Rizzo is our business accountant and we feel completely secure in his service and professionalism. He always takes the time to answer questions when we call, and although our business is small, we never feel less important for his time. He takes the extra step of explaining the processes we may or may not require. We really appreciate his personal care.
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14 Apr, 2010 by Jay
When I met Bob for the first time, it was to discuss my general corporate structure. I was informed that not only did I have a personal liability issue due to the the way my corporate ownership was structured but that I also had a potential Estate Tax liability in excess of ten million dollars. Within a few months, Bob had restructured my corporate ownership to limit my personal liability and had completely eliminated my estate tax liability. I have dealt with a number of attorneys from different firms in different cities, but Bob Bernstein's knowledge and expertise is unsurpassed.
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27 May, 2014 by William
Very, very knowledgeable. Law Degree from UVA. About 60 years of age with excellent experience in Estate Planning. Recently joined the Beggs Law Firm in charge of the Estate Planning area. Beggs is the oldest law firm in Pensacola, Fl. But his history is that of a private practitioner and that is his style, which is much preferred if anyone has ever had the Corporate treatment. He is very good at sizing a situation up and finding and planning a solution. His wife, who is very knowledgeable is his assistant and they are dedicated to their pursuit of excellence . I have used many lawyers in 6 states. Specifically I have used 3 different estate planning attorneys in my 66 years. I would rank him at the very top. He and his wife pretty much have it all.
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06 Jul, 2009 by Anonymous
Robert was referred to me by a trusted colleague, after working with him on both my estate plan and a tax issue. I would readily refer him to anyone in need of a trust worthy, knowledgeable attorney who responds quickly to calls and emails, and offers educated insight and thoroughness in all matters. He's personal and cordial, and provided genuine and tailored services to both myself and my colleague. I highly recommend him!
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25 Sep, 2008 by Anonymous
Steven was great - he walked me through what would ordinarily have been a scary and confusing road. I would not hesitate to recommend his services.
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09 May, 2017 by Dana
Natalie provided us wonderful service and guidance for developing our estate plans. She provided excellent council and information on all of our options and helped us create a family trust plan that was customized for our family needs. I would highly recommend Natalie for representation.
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23 Apr, 2008 by Anonymous
Honest and knowledgeable. I would highly recommend him to anyone.
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02 Mar, 2017 by Andrew
Steve is a lawyer's lawyer and on top of his game. I practice law in the state planning field but look to Steve for his guidance on difficult issues. His first-rate intellect is only matched by his caring, compassionate demeanor. I can always count on Steve for his wisdom and sage advice. He is a 10+ in my book.
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26 Nov, 2015 by Anonymous
I was referred to Mr. Gordon by a colleague, and found him to be very easy to work with! For work, I occasionally deal with attorneys, and they are usually very hard to reach. Mr. Gordon is fairly accessible, which put me at ease. He provided full-picture discussion, and was very respectful of what I had to say and the expectations I was hoping to set. Highly recommended.
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16 Feb, 2010 by Lance
I recently retained Mr. D'Amico to guide me through a very difficult and complicated tax matter. He came up with a solution when my previous tax attorney said that nothing could be done. He is an honest and knowledgeable attorney.
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24 May, 2009 by Anonymous
Mr. Breit has been my lawyer for years He has given me sound advice, great strategies perfect planning for my business and personal needs.
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18 Feb, 2016 by Mike
Mark has been doing estate planning for me and my family for about 7 years now. He is very knowledgeable, stays current with tax laws and is a very good listener. We sat with him for a few sessions, explained our concerns and needs and he undertook the task of creating an estate plan that met all of our needs. During that process, we met several times to review and fine tune the plan. I was pleased that Mark offered us some excellent insight into areas that we had not considered. I like that he is responsive when we have questions about some new issues.
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Questions? We have answers

What a Tax Lawyer Can Do for You

A tax lawyer specializes in the complex area of tax law, offering legal advice and representation on matters related to tax compliance, disputes with tax authorities, and tax planning. Tax lawyers help individuals, businesses, and organizations navigate the intricacies of federal, state, and local tax laws. They ensure that clients are compliant with tax regulations, minimize tax liabilities, and represent them in audits, appeals, or disputes with tax authorities such as the IRS.

Whether you need assistance with personal taxes, corporate tax strategy, or resolving an audit, a tax lawyer can protect your rights and help you manage your financial responsibilities.

When Should I Hire a Tax Lawyer?

Hiring a tax lawyer is advisable in several situations where tax issues are complicated, disputes arise, or legal strategies are necessary to manage tax liability. Common reasons to hire a tax lawyer include:

  • Tax audits or disputes with the IRS: If you are facing an audit or have received a notice of deficiency from the IRS, a tax lawyer can represent you and defend your rights during the process.
  • Tax debt relief: If you owe back taxes or face significant tax liabilities, a tax lawyer can help negotiate a payment plan, settlement, or Offer in Compromise with the IRS.
  • Tax planning for businesses or individuals: A tax lawyer can advise on strategies to minimize tax liabilities through legal deductions, credits, and other tax-saving mechanisms.
  • International tax issues: If you have foreign assets or income, a tax lawyer can help you comply with international tax laws, such as the Foreign Account Tax Compliance Act (FATCA) or Foreign Bank Account Reporting (FBAR) requirements.
  • Tax fraud or evasion accusations: If you're being investigated or charged with tax fraud or evasion, a tax lawyer can provide a defense and negotiate with the authorities to minimize penalties.
  • Corporate tax law compliance: Businesses, especially large corporations, benefit from the expertise of a tax lawyer who can handle complex issues such as mergers and acquisitions, employee benefits, and international tax planning.
  • Estate and gift tax planning: A tax lawyer can help you minimize estate taxes and ensure your assets are passed on efficiently through trusts, wills, and other tax-efficient structures.

Hiring a tax lawyer early can prevent costly mistakes and ensure you are fully compliant with all applicable tax laws.

What Does a Tax Lawyer Do?

A tax lawyer provides a wide range of services to assist clients with tax compliance, tax planning, and legal disputes. Their key responsibilities include:

  • Tax planning and advisory: Helping individuals and businesses plan their tax strategies to reduce liability, avoid penalties, and maximize deductions and credits.
  • Representing clients in tax disputes: Defending clients in disputes with the IRS or state tax authorities, including audits, appeals, and collections actions.
  • Filing Offers in Compromise: Negotiating settlements with the IRS for clients who owe more than they can afford to pay.
  • Handling tax litigation: Representing clients in tax court or other legal proceedings if a tax dispute escalates beyond the administrative level.
  • Estate and gift tax planning: Advising clients on how to structure their estate to minimize estate and gift taxes, including creating trusts, family partnerships, or charitable giving plans.
  • Assisting with tax fraud investigations: Defending clients accused of tax fraud, evasion, or criminal tax offenses.
  • International tax compliance: Advising clients with offshore assets on U.S. tax compliance and reporting requirements, including FATCA and FBAR.

How Are Tax Lawyers Paid?

Tax lawyers typically charge for their services in various ways, depending on the complexity of the work involved and the nature of the legal assistance required. Common payment structures include:

  • Hourly rate: Many tax lawyers charge by the hour, especially for complex cases or ongoing legal work such as audit defense, tax litigation, or corporate tax planning. Hourly rates can range from $200 to $600 or more, depending on the lawyer's experience and location.
  • Flat fee: For specific tasks, such as preparing a legal document, filing an Offer in Compromise, or handling a routine audit, some lawyers charge a flat fee.
  • Retainer: For businesses or individuals with ongoing tax needs, a lawyer may require a retainer, which is an upfront payment used to secure the lawyer’s services and billed against as work is completed.
  • Contingency fee: In rare cases, particularly when negotiating settlements or resolving tax debts, a lawyer may charge a contingency fee based on the outcome of the case. This means they only get paid if they succeed in reducing your tax liability.

Always ask about the fee structure during the initial consultation to avoid surprises and ensure you understand how the lawyer will charge for their services.

How Much Does a Tax Lawyer Cost?

The cost of hiring a tax lawyer depends on the complexity of the case, the lawyer’s experience, and the specific services required. Here are some general cost estimates:

  • Simple tax issues: For straightforward cases such as filing an Offer in Compromise or handling a routine audit, fees may range from $2,000 to $7,500.
  • Complex tax disputes: For more complicated cases, such as defending against tax fraud accusations, handling a significant IRS audit, or resolving international tax issues, costs can range from $10,000 to $50,000 or more, depending on the time and effort involved.
  • Hourly rates: Tax lawyers typically charge between $200 and $600 per hour, with higher rates for more experienced attorneys or cases involving high-stakes outcomes.
  • Flat fees: For specific services, such as tax planning for an estate or preparing a legal document, a flat fee may range from $1,000 to $10,000, depending on the complexity of the task.

Always get a detailed estimate of fees during your consultation so you can plan your budget accordingly.

Top Questions to Ask a Tax Lawyer

Before hiring a tax lawyer, it’s important to ask the right questions to ensure they are the best fit for your situation. Key questions to ask include:

  1. What experience do you have with tax law?
    Ensure the lawyer has specific experience handling cases or issues similar to yours, whether it’s IRS disputes, corporate tax planning, or estate taxes.
  2. How do you charge for your services?
    Clarify the lawyer’s fee structure - whether it’s hourly, flat fee, or retainer - and ask for an estimate of the total cost of your case.
  3. What are the potential outcomes of my case?
    Ask the lawyer to provide an honest assessment of your situation and the possible outcomes, such as tax reductions, settlements, or litigation results.
  4. Have you handled cases like mine before?
    Find out if the lawyer has experience with issues similar to yours, such as international tax compliance, criminal tax defense, or complex estate planning.
  5. What is the timeline for my case?
    Ask how long it will take to resolve your tax issue or dispute, as some tax matters can take months or years to fully settle.
  6. Will you handle my case personally?
    In larger firms, junior attorneys or paralegals may do much of the work. Clarify who will be handling your case day-to-day.

How to Check the Credibility of a Tax Lawyer

To ensure you are hiring a reputable tax lawyer, take the following steps to verify their credentials and experience:

  • Check their bar status: Verify with your state bar association that the lawyer is licensed and in good standing, with no history of disciplinary actions.
  • Look for specific tax law expertise: Review the lawyer’s website or professional profile to ensure they specialize in tax law and have handled cases like yours.
  • Read client reviews and testimonials: Look for client reviews on platforms like Avvo, Martindale-Hubbell, or Google to see what previous clients have said about the lawyer’s expertise and service.
  • Ask for references: A credible tax lawyer should be willing to provide references from past clients who can vouch for their ability to handle complex tax matters.
  • Look for professional affiliations: Membership in organizations like the American Bar Association’s Section of Taxation or the National Association of Tax Professionals (NATP) can indicate that the lawyer stays current with tax law developments.

What Should I Prepare for My First Consultation?

To get the most out of your first meeting with a tax lawyer, it’s essential to come prepared with all relevant documents and information. Here’s what you should bring:

  • Tax returns and records: Bring copies of recent tax returns, especially those related to the issue you're facing.
  • IRS correspondence: If you’ve received notices from the IRS or state tax authorities, bring all relevant documentation.
  • Financial records: Bring records of income, expenses, assets, and any other relevant financial documents that the lawyer may need to understand your tax situation.
  • List of questions: Prepare a list of questions to ask the lawyer about your case, the legal process, and the potential outcomes.
  • Timeline of events: Provide a clear timeline of any interactions with the IRS or tax authorities, including audits, notices, or payment demands.

By being well-prepared, you can ensure a productive consultation and help the lawyer assess your situation effectively, providing you with the best legal advice moving forward.

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