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13 Feb, 2023 by Pete
Everything I needed done was accomplished in a timely manner as promised. This process was quick and hassle free. Thank you!
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29 Mar, 2017 by Jose
Has kept me abreast to everything pertaining to my case. Explains every detail of what may happen or not. Very profesional with opposing lawyer and an excellent communicator.
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28 Mar, 2017 by Melissa
Seth and his staff are amazing to work with. Always kind and professional. Seth is very understanding and takes time to listen to his clients. I highly recommended him for law services.
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03 Mar, 2021 by Hope kittrell
Eric was able to assist my family with estate planning within a week! They were so quick and professional it was amazing! The documents were prepared and edited while we were at the meeting and signed on the spot! All our questions were answered and he helped us with any recommendations we needed. Highly recommend and will be going back for other documents!
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10 Sep, 2020 by Carrie
Attorney Schaeffer worked hard and showed concern for me as a client going through a divorce. He quickly responded to questions and was willing to work with me on challenges that arose. He displayed integrity, and that is the most important quality of all.
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09 Aug, 2017 by Anonymous
Mr. Schaeffer was my lawyer in my divorce case. Him and his team were very knowledgeable and my case, like many, was not cut and dry. Even after the divorce was finalized and there were still things to complete this team has gone above and beyond in helping me get my life back in order. Thank you is not enough. They are very timely in responses and always answer all questions no matter how small or insignificant they may seem.
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29 Oct, 2015 by Anonymous
Our legal situation was extremely complex. We were originally residents of PA with the requisite legal documents. Then we bought a home in FL and were residents there, with a whole set of FL-required documents. Recently we sold our FL property, became PA residents again, and because of changes in circumstances, we needed to have PA documents prepared once again. In addition, we are a step-family, each with our own kids. We are extremely pleased with how Attorney Bupp straightened out our legal document mess and drafted a simplified system that protects us and our assets, and in a fair way, at our deaths, directs those assets to those we care about. Our old documents from both states and our step-family situation presented huge challenges which Tim saw as no problem. After patiently listening to us and our desires, Attorney Bupp made suggestions, but the decisions were always ours to make. Each time we presented him with an additional problem, Tim solved it. He was also great at translating the legalese into language we could understand. We trust this man's knowledge and expertise with our long-term needs, (we are elderly), but most of all we trust the man!!!!
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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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