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04 Nov, 2023 by Tim
I've been a client of Richard J. Alef, CPA and tax attorney for many years, and I can't say enough about how grateful I am for his outstanding services. Rick has consistently gone above and beyond to assist me with my tax and IRS-related matters. He has spent hours on the phone with the IRS on my behalf, which is a level of dedication and support that is truly commendable. Mr. Alef's guidance and expertise have been invaluable to me. He has provided me with all the advice, counsel, information, and direction necessary to navigate complex tax issues. What sets him apart is not only his competence but also his honesty, clarity, and direct approach to tackling even the most challenging situations. I always felt like I was in capable hands when planning our approach to these difficult matters. I would wholeheartedly recommend Richard J. Alef to anyone in need of a CPA and tax attorney. He is not only an excellent and thoughtful attorney but also a professional who genuinely cares about his clients' well-being. The relief I felt when we were granted a favorable decision was immeasurable, and I firmly believe it was largely due to the expert counsel I received from Attorney Alef. If you're looking for a trustworthy, experienced, and dedicated professional to help you with your tax and legal matters, look no further than Richard J. Alef. He's the kind of attorney you want on your side, and I can't thank him enough for his continued support over the years.
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29 Aug, 2014 by John
Mr. Alef, provided all the advice, counsel, information and direction that was needed. I would recommend him to friend, family, or business associates. Not only is he a good and thoughtful attorney, i found him to be direct, honest and clear in his planning our approach to a difficult situation. You can imagine my relief when we were granted a favorable decision. i feel this occurred because of the counsel received from Attorney Alef.
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08 Aug, 2014 by Thomas
Mr. Alef basically saved my life,at the time i was 58 year old and was seriously in debt with no way out.i was having rick work on some other issues at the time,as he had in the past,non debt related ,and was too embarrassed to mention the jam that i had gotten myself into owing over 90k at such a late age,after speaking with him about my dire situation he offed to help( PRO BONO),i am currently 60 years old and almost debt free,other than the remaining I.R.S. debt that will be paid off in full this year.his expertise negotiated and settled 82k clear.i am disabled with limited income now and would have never been able to recover ,my hat is off to rick ,i consider him not only a professional but a friend too ,not to mention i got my life back,you really get to know a person over the years ,and recommend him highly. he is trustworthy, honest,sincere,and very professional . I welcome any reference questions
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07 Aug, 2024 by Dayna montoya
I used Rochester Law to open probate from Canada for my father who passed away in Michigan. In such a difficult time of grief, I was able to count on Rochester Law. Chris, Bella, and Alia are knowledgeable professionals that always ensured I was informed every step of the way. They were very understanding an did an excellent job explaining everything to me in a way that I could clearly understand. On the behalf of Rochester Law, I would highly recommend them to anyone.
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25 Mar, 2024 by Shark man
We were fortunate to have selected Rochester Law to work through the labyrinth reality of probate. Everyone we worked with was professional, and guided us through our only experience with this process. As I live in another state, all the documentation was managed through the courts seamlessly, with no hiccups.
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13 Mar, 2024 by Dave bilbrey
We had wills created by an online service a long time age. We thought that we were covered. Not so. We learned that in spite of our wills, our estate would still go to probate. When we learned about that, it was unacceptable. A living trust was the answer to the problem. We researched a lot of trust attorneys. Surprising, many did not have good reviews. Most did a lot of other law, including divorce, criminal, law suits, and real estate. We needed someone dedicated to wills and trusts. After a lot of research, we decided to engage Chris and Rochester Law Center. It was a great decision. I know that Attorneys are referred to as professionals by default, that’s not always the case. Chris and his team are real professionals and did a great job preparing our living trust. They were so completely organized and efficient that it was remarkable. In our opinion, engaging Chris and the Rochester Law Center is a very smart move if you need estate planning. Dave and Mary B.
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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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