You Might Need a Tax Attorney If…

If you find yourself in any of the following situations, you will want to get ahold of a tax attorney lawyer.

  • If you plan to seek independent review of your case before the US Tax Court.
  • The IRS has you under criminal investigation. More specifically, you have committed a form of tax fraud such as claiming false credits and deductions, and need protection of privilege.
  • You are starting a business and need legal counsel about the structure and tax treatment of your company. If you seek an attorney for this reason it would behoove you look for a lawyer with an accounting background. A lawyer that is also a certified public accountant would be best.
  • You have a taxable estate, need to make strategic estate planning, or it’s necessary for you to file an estate tax return.

Changes in recent California tax law may lead to some confusion for high-income earners. In 2012, California passed Proposition 30, a sales and income tax increase initiative on the November 6th, 2012 ballot. Two major components of the initiative are the new sales tax, raising it from 7.25% to 7.5%, and the creation of a four high-income tax brackets for taxpayers with taxable incomes exceeding $250,000, $300,000, $500,000, and $1,000,000. These increases will remain in place for 7 years.

An IRS attorney should have a Juris Doctor, or J.D., degree and be admitted to the state bar. A lawyer with advanced tax law training with a Master of Laws degree will be best suited to guide you through whatever tax issues you are having with the IRS.