Filter by

star star star star star
27 Nov, 2023 by Anonymous
John is caring, and very skilled and his staff is wonderful to work with. They helped ensure that things moved along accordingly, and we were in piles of IRS debt that was incredibly intimidating and scary to work with but they all made it easy and helped us figure out a game plan that was affordable and something we could accomplish. I appreciate all that you do Sterbick and Associates!! Thanks again so much!!
Read more Avvo
star star star star star
10 Oct, 2022 by Taylor
I don't have enough room to write the details of how wonderful and whimsical my experience was with John and his associates. John helped me in a time of extreme duress and made the process clear and concise while maintaining a pneumatic and kind affect. Truly a lovely member of our community.
Read more Avvo
star star star star star
26 Jul, 2022 by Marti
Did what he would say he was going to do, when he said he was going to do it. Sometimes it's hard to get a call back, but with John, most of the time he answered the phone himself and he always took my calls. I felt like he truly cared about me and I wasn't just a number.
Read more Avvo
See more
star star star star star
29 Oct, 2016 by Terry and gary crane
He carefully listened to our situation and asked valid questions revealing he is well informed regarding the law. He closely followed our case and carefully investigated similar cases on record as well as everyone connected to our particular case. Please trust that Alex will give you his very best attention and expertise.
Read more Avvo
star star star star star
25 Jul, 2016 by Boris
His highly wise work helped to resolve my tax matter and to receive substantial refund. I wish anyone to meet an attorney like Alex Bezu. He is excellent!
Read more Avvo
star star star star star
14 Jun, 2016 by Amber
Mr. Bezu was very professional and patient with me. I am unfamiliar with taxes and dealing with the IRS and he was able to take my case, fix my errors, and get me an amazing deal. He was understanding and very good at explaining the process to me. He kept me informed and I felt safe trusting my case in his capable hands.
Read more Avvo
See more
star star star star star
14 May, 2014 by Brian
I worked with Brooke to form my company. She was a pleasure to work with and one of the things I liked best was how she explained my different options to me. Once we had settled on what I wanted to do, she took care of all of the filing and created my business properly. I'm reassured that my business has a sound footing and that my operating agreement is correct. I look forward to working with her on additional business and contract needs that I'll have.
Read more Avvo
star star star star star
14 May, 2013 by Megan
Ms. Johnson helped me when I had a dispute with my literary agent. I felt I could no longer effectively communicate with her so she stepped in and helped out. Ms. Johnson reviewed my contract, clearly pointed out its inconsistencies and what we could do to come to a resolution. She answered emails and phone calls promptly. She answered my questions and concerns so I understood clearly what was happening. She kept me abreast of her conversations with my agent, so I always felt in the loop. We came to a resolution as quickly as possible. I highly recommend Ms. Johnson for help with contracts and intellectual property.
Read more Avvo
See more
star star star star star
09 Dec, 2021 by Dan
Our law firm often brings on Mehrdad to assist our clients with tax issues and he always does an excellent job.
Read more Avvo
See more
star star star star star
28 Feb, 2017 by Gail
Mr. Yando is a highly recommended Bankruptcy Lawyer. He has treated me with respect and understanding. I find him to be solidly knowledgeable about his profession. Recommended by a friend, And I will do the same.
Read more Avvo
See more
star star star star star
05 May, 2008 by Anonymous
Mr. Bush was recommended to me by a former classmate at UPS Law School and working with him was a pleasure. I had worked with another lawyer when appointed legal guardian for my mother and that fellow had quit by letter with absolutely no explanation why. When I meet with Mr. Bush, I discovered that there were all kinds of things this first guy failed to tell me about my responsibilities. Jim patiently helped me through rectifying the oversights. He responds quickly to calls or emails, is very thorough, never misses a court deadline, and when my mother died, immediately helped me begin transitioning the estate from my guardianship to probate, with my sister as the executor.
Read more Avvo
See more
star star star star star
26 May, 2019 by Peter
We were referred to the Worth Law Group to create living trusts of several kinds and Nick was very thorough and professional. Great attention to detail, knowledgeable about the ins and outs of different instruments and approaches. Listens carefully and knows how to simplify documents without leaving out any key contingencies.
Read more Avvo
See more
star star star star star
13 Jul, 2015 by Don
I've been using Mike as a lawyer for 15+ years, and has proven to be a know-it-all attorney who gives his advice in an understandable and friendly way. He's the kind of guy you like to have representing you. I have no qualms about recommending him to anybody needing an attorney for estate matters.
Read more Avvo
See more
star star star star star
05 Jun, 2007 by Anonymous
Joe is a phenomenal lawyer, I'd recommend him to anyone
Read more Avvo
See more
star star star star star
24 Jul, 2024 by Pedroo sanchez
I hired this guy. pay full amount and then here I'm 1 year later still with my case open. I had 3 court dates and he didn't even show up.cant even get in touch with him SMH.
Read more Google Maps
star star star star star
10 Feb, 2024 by Butch cassidy
I was facing 60 months for an assault and within 6 months Morgan Benfield took me to trial and got me an acquitted via an “Not Guilty” verdict from the jury. Looking back at this process, I would sincerely tell anyone whom is looking for a defense attorney to consider hiring Morgan Benfield. His entire philosophical process was way beyond easy and in the end, despite the flagrant dishonesty and intentional difficulty inflicted upon us by the State, especially during the pretrial process, he smoothly navigated and directed us to a big win. If you hire Mr Benfield please understand that the courts respect him as well. For example, whenever I showed up to arraignment, the State made it crystal clear that they were going to ask for $50,000 bail. Once they’d been informed that I was represented by Morgan Benfield, that request suddenly plummeted to $15,000, the judge ultimately deciding to release me for free under my own recognizance. “Mr Cho I see that you’ve hired your own attorney” he said, prior to releasing me. I say again Mr Benfield is super easy to work with. So easy that at times I felt uncomfortable with the lack of effort that was required of me. You literally pay for his services and let the man work. Other lawyers, many times more expensive ones will not only ask you for their fee but then will give you a packet/check list of all the things that you need to do on your end before they get started. They’ll even attach your bill on the very top as they hand it all over to you. This is the extreme opposite of Mr Benfield. His approach is unorthodox and he even has a catch-phrase that he uses once he has them where he wants them (I won’t disclose it and ruin the fun) but by the time Morgan Benfield was finished that jury took only an hour to decide and I truly feel the only reason that it took that long was for the jury to give the pretense to the judge that they were debating amongst themselves. We were done by lunch. Trust me. This guy is good. Thank you to all my predecessors that left reviews prior to me because without them I may have never sought out his services. Thank you again Mr Benfield for beating my charge!
Read more Google Maps
star star star star star
10 Feb, 2024 by Jada boyd
This man has changed my life not only got the case amended he got the charges lifted he is such an amazing person to work with reassured me the whole way through and just an all around hoot to be around really a pleasure thank you thank u thank u!!!!
Read more Google Maps
See more
star star star star star
24 Jul, 2024 by Pedroo sanchez
I hired this guy. pay full amount and then here I'm 1 year later still with my case open. I had 3 court dates and he didn't even show up.cant even get in touch with him SMH.
Read more Google Maps
star star star star star
10 Feb, 2024 by Butch cassidy
I was facing 60 months for an assault and within 6 months Morgan Benfield took me to trial and got me an acquitted via an “Not Guilty” verdict from the jury. Looking back at this process, I would sincerely tell anyone whom is looking for a defense attorney to consider hiring Morgan Benfield. His entire philosophical process was way beyond easy and in the end, despite the flagrant dishonesty and intentional difficulty inflicted upon us by the State, especially during the pretrial process, he smoothly navigated and directed us to a big win. If you hire Mr Benfield please understand that the courts respect him as well. For example, whenever I showed up to arraignment, the State made it crystal clear that they were going to ask for $50,000 bail. Once they’d been informed that I was represented by Morgan Benfield, that request suddenly plummeted to $15,000, the judge ultimately deciding to release me for free under my own recognizance. “Mr Cho I see that you’ve hired your own attorney” he said, prior to releasing me. I say again Mr Benfield is super easy to work with. So easy that at times I felt uncomfortable with the lack of effort that was required of me. You literally pay for his services and let the man work. Other lawyers, many times more expensive ones will not only ask you for their fee but then will give you a packet/check list of all the things that you need to do on your end before they get started. They’ll even attach your bill on the very top as they hand it all over to you. This is the extreme opposite of Mr Benfield. His approach is unorthodox and he even has a catch-phrase that he uses once he has them where he wants them (I won’t disclose it and ruin the fun) but by the time Morgan Benfield was finished that jury took only an hour to decide and I truly feel the only reason that it took that long was for the jury to give the pretense to the judge that they were debating amongst themselves. We were done by lunch. Trust me. This guy is good. Thank you to all my predecessors that left reviews prior to me because without them I may have never sought out his services. Thank you again Mr Benfield for beating my charge!
Read more Google Maps
star star star star star
10 Feb, 2024 by Jada boyd
This man has changed my life not only got the case amended he got the charges lifted he is such an amazing person to work with reassured me the whole way through and just an all around hoot to be around really a pleasure thank you thank u thank u!!!!
Read more Google Maps
See more
star star star star star
13 Jun, 2019 by Anonymous
Long distance is difficult, but Shad worked with us through our attorney here and was knowledgeable and helpful. We were surprised though that the rates were changed in the middle of the case without notification.
Read more Avvo
star star star star star
16 Apr, 2019 by Rob
Shad handled my case with professional expertise beyond what I expected. He was communicative and clearly more focused on solving my situation than on racking up "billable hours". He was knowledgable, precise and responsive, easily handling every aspect of my case with discretion and aplomb. He met and exceeded my expectations, and I cannot recommend him highly enough.
Read more Avvo
star star star star star
12 Apr, 2013 by Irene
I always had confidence in Shad. He was patient in explaining to me all of the options, and the pro's and con's and expenses, upfront. The outcome of the Will dispute exceeded our expectations, and happened quickly and painlessly. I live in another state, and most of our communication was by e-mail. My nephew changed my brother's Will ten days before my brother died. He claimed it was my brother's wish, but my children and I were certain that my brother did not know what he was signing. My nephew was my brother's Executor, his Trustee, and also a Beneficiary. According to my brother's original Will, written by an attorney, our older brother and I were to each have half of the estate. On the event of our older brother's or my death, our 1/2 was to be divided among our own children. Our older brother had died , so my nephew and his sister were to have 1/2 of my brother's estate, and I was to have the other 1/2. My brother talked about this Will a lot, to many people, because it gave him comfort. The nephew's last-minute changes left me and my children a few thousand dollars, with the bulk of my brother's estate going to the nephew and his sister. People we talked to said this type of fraud is difficult to prove, because my brother's physical and mental capacities were in question--and we almost gave up. My Son-in Law is an attorney, and he contacted Shad in Washington, for me. Shad discovered that the new Will had several flaws. (Sorry, I am still fuzzy on the specifics.) My nephew wrote the document as an amendment to my brother's Trust, yet it didn't properly amend the Trust, and it wasn't really a Will, either. This gave us the leverage we needed, and we challenged the Will. My nephew hired an attorney to represent him, and there were about three pairs of offers and counter-offers. In the end, I recovered over half of my share of my brother's estate. Shad also discovered that, regardless of which Will held, I legally had inherited 1/2 of my brother's share in an oil company. I did not know this, and my nephew as Executor did not tell me this, and he had already wrongfully claimed full ownership for himself in company meetings. I used this 1/2 share in the negotiations. I did not value the oil company as highly as my nephew did, and I was actually glad to let it go. I received a great deal more money than I had hoped for. The children and I feel good about the settlement, and we are glad we didn't prolong the dispute, by going to court. Thank you, Shad McOmber!
Read more Avvo
See more
star star star star star
19 Sep, 2024 by Paul peterhans
When I think of my time with Cindy Wysocki, Esq., tears of deep gratitude literally come to my eyes as I recall her strength and gentleness, her humor and sharp critical thinking, her willingness to get into the ultimate fighting cage we call the judicial system and her reluctance to throw a punch, and her commitment to fairness and open-hearted compassion. To the lawyer or firm across the virtual table, Cindy must seem formidable and relentless. To me as her client-friend, she was comforting, encouraging, and grounding. I never had to yield my voice or stuff down my questions. AND, Cindy held my concerns and fears, my heightened emotions and (sometimes) clear intuitive insights respectfully while guiding them in positive, productive ways. And best of all, Cindy knew me well enough at the end of a grueling process to be able to then assist and guide me in my needs to safeguard my estate and financial assets to be sure to leave them secure for the ones I love the most. Above all, I am forever grateful to Cindy for accompanying me as a caring fellow human being during one of the most devastating times of my personal life journey. She stayed by my side through unprecedented conditions, with unconditional care and concern, as one of the few who did in my life. Cindy is a legal Bodhisattva!!
Read more Google Maps
star star star star star
13 Sep, 2024 by Meg gluckman
I love sending my clients to Cindy! I know she cares deeply about helping them navigate divorce in a way that will leave everyone feeling whole and hopeful about the future. Her focus on creating durable parenting plans that center kids, while appreciating the uniqueness of the each family, makes referring her to parents a no-brainer for me.
Read more Google Maps
star star star star star
31 Aug, 2024 by Juliana schroeder
Cheryl helped me with a military divorce issue.
Read more Google Maps
See more
star star star star star
19 Sep, 2024 by Paul peterhans
When I think of my time with Cindy Wysocki, Esq., tears of deep gratitude literally come to my eyes as I recall her strength and gentleness, her humor and sharp critical thinking, her willingness to get into the ultimate fighting cage we call the judicial system and her reluctance to throw a punch, and her commitment to fairness and open-hearted compassion. To the lawyer or firm across the virtual table, Cindy must seem formidable and relentless. To me as her client-friend, she was comforting, encouraging, and grounding. I never had to yield my voice or stuff down my questions. AND, Cindy held my concerns and fears, my heightened emotions and (sometimes) clear intuitive insights respectfully while guiding them in positive, productive ways. And best of all, Cindy knew me well enough at the end of a grueling process to be able to then assist and guide me in my needs to safeguard my estate and financial assets to be sure to leave them secure for the ones I love the most. Above all, I am forever grateful to Cindy for accompanying me as a caring fellow human being during one of the most devastating times of my personal life journey. She stayed by my side through unprecedented conditions, with unconditional care and concern, as one of the few who did in my life. Cindy is a legal Bodhisattva!!
Read more Google Maps
star star star star star
13 Sep, 2024 by Meg gluckman
I love sending my clients to Cindy! I know she cares deeply about helping them navigate divorce in a way that will leave everyone feeling whole and hopeful about the future. Her focus on creating durable parenting plans that center kids, while appreciating the uniqueness of the each family, makes referring her to parents a no-brainer for me.
Read more Google Maps
star star star star star
31 Aug, 2024 by Juliana schroeder
Cheryl helped me with a military divorce issue.
Read more Google Maps
See more
star star star star star
28 Sep, 2024 by Emily wells
Spent over 15k for hillary dawn to draft and file initial separation papers and her paralegal filled it out incorrectly and i was charged for that. After that i was charged monthly for her and the paralegal chat briefly in one to one i guess, but no action or communication. 2 continuations literally no action over a year, despite my ex not contesting. Complete waste of money I really needed as a single mom. All i asked for child support so i could aid to leave an abusive situation. She drafted 2 two temp orders and charged me but never filed anything. Heard nothing unless i reached out.
Read more Google Maps
star star star star star
19 Sep, 2024 by Paul peterhans
When I think of my time with Cindy Wysocki, Esq., tears of deep gratitude literally come to my eyes as I recall her strength and gentleness, her humor and sharp critical thinking, her willingness to get into the ultimate fighting cage we call the judicial system and her reluctance to throw a punch, and her commitment to fairness and open-hearted compassion. To the lawyer or firm across the virtual table, Cindy must seem formidable and relentless. To me as her client-friend, she was comforting, encouraging, and grounding. I never had to yield my voice or stuff down my questions. AND, Cindy held my concerns and fears, my heightened emotions and (sometimes) clear intuitive insights respectfully while guiding them in positive, productive ways. And best of all, Cindy knew me well enough at the end of a grueling process to be able to then assist and guide me in my needs to safeguard my estate and financial assets to be sure to leave them secure for the ones I love the most. Above all, I am forever grateful to Cindy for accompanying me as a caring fellow human being during one of the most devastating times of my personal life journey. She stayed by my side through unprecedented conditions, with unconditional care and concern, as one of the few who did in my life. Cindy is a legal Bodhisattva!!
Read more Google Maps
star star star star star
13 Sep, 2024 by Meg gluckman
I love sending my clients to Cindy! I know she cares deeply about helping them navigate divorce in a way that will leave everyone feeling whole and hopeful about the future. Her focus on creating durable parenting plans that center kids, while appreciating the uniqueness of the each family, makes referring her to parents a no-brainer for me.
Read more Google Maps
See more
star star star star star
28 Sep, 2024 by Emily wells
Spent over 15k for hillary dawn to draft and file initial separation papers and her paralegal filled it out incorrectly and i was charged for that. After that i was charged monthly for her and the paralegal chat briefly in one to one i guess, but no action or communication. 2 continuations literally no action over a year, despite my ex not contesting. Complete waste of money I really needed as a single mom. All i asked for child support so i could aid to leave an abusive situation. She drafted 2 two temp orders and charged me but never filed anything. Heard nothing unless i reached out.
Read more Google Maps
star star star star star
19 Sep, 2024 by Paul peterhans
When I think of my time with Cindy Wysocki, Esq., tears of deep gratitude literally come to my eyes as I recall her strength and gentleness, her humor and sharp critical thinking, her willingness to get into the ultimate fighting cage we call the judicial system and her reluctance to throw a punch, and her commitment to fairness and open-hearted compassion. To the lawyer or firm across the virtual table, Cindy must seem formidable and relentless. To me as her client-friend, she was comforting, encouraging, and grounding. I never had to yield my voice or stuff down my questions. AND, Cindy held my concerns and fears, my heightened emotions and (sometimes) clear intuitive insights respectfully while guiding them in positive, productive ways. And best of all, Cindy knew me well enough at the end of a grueling process to be able to then assist and guide me in my needs to safeguard my estate and financial assets to be sure to leave them secure for the ones I love the most. Above all, I am forever grateful to Cindy for accompanying me as a caring fellow human being during one of the most devastating times of my personal life journey. She stayed by my side through unprecedented conditions, with unconditional care and concern, as one of the few who did in my life. Cindy is a legal Bodhisattva!!
Read more Google Maps
star star star star star
13 Sep, 2024 by Meg gluckman
I love sending my clients to Cindy! I know she cares deeply about helping them navigate divorce in a way that will leave everyone feeling whole and hopeful about the future. Her focus on creating durable parenting plans that center kids, while appreciating the uniqueness of the each family, makes referring her to parents a no-brainer for me.
Read more Google Maps
See more
Discover the ideal lawyer
You can search a lawyer by practice area, lawyer name, city, state, or ZIP code
FAQs
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.

Scroll to top