Tax lawyer: what to know

What the job involves, what changes the price, and what to ask a pro.

What tax lawyer is

A tax lawyer provides information about tax law and may help with audits, disputes, planning and negotiations with tax agencies. People and businesses look for one when a tax problem has legal consequences or a notice requires a legal response. General information only, with no outcome promised.

Signs you need it

  • You received an audit notice or a letter proposing changes to a return
  • You owe a tax debt and a lien or levy has been threatened
  • You are being asked to sign a settlement or agreement with a tax agency
  • A business transaction raises complex tax questions
  • You are worried about an old unfiled return
  • You received a letter about an investigation or a penalty

What the pro does

  • Review notices, returns and related records
  • Explain, in general terms, the process and options that may apply
  • Communicate with the tax agency on your behalf where authorized
  • Prepare written responses, appeals and requests
  • Coordinate with your accountant on the figures
  • Represent you in administrative appeals or court

What changes the price

Every job is different, so we do not publish prices. These are the things that move the quote up or down.

  • The type of tax and the tax agency involved
  • Number of years or returns in question
  • Whether the matter is an audit, a collection issue or a dispute
  • Whether an appeal or court case is needed
  • Quality of your records
  • Whether a business is involved
  • Whether accountants or experts must also be hired

What a written quote should spell out

  • Whether the fee is hourly, flat or by phase
  • What is covered: review, communication, appeal or court
  • Whether the accountant's work is separate
  • Authorization forms you will sign
  • How you will be updated

Questions to ask before you hire

  • Do you handle both civil and criminal tax matters, and when do you refer?
  • Will you work with my accountant?
  • What authorization do you need to speak with the tax agency?
  • What deadlines are in my notice?
  • Are my conversations with you and my accountant protected in the same way?
  • What records should I gather?

Red flags

  • A lawyer who promises to erase a tax debt
  • A preparer who guarantees results with an agency
  • Advice to ignore a notice or hide assets
  • No written fee agreement

What you can do yourself

Open all mail from the tax agency, note the response deadlines and gather your returns and records. Do not ignore a notice. For a simple notice, a CPA or enrolled agent may be able to help. Speak with a licensed tax attorney if there is a dispute, an investigation or a possible lien or levy.

Licenses and permits

Tax lawyers must be licensed attorneys in good standing. Check the license with the state bar. CPAs and enrolled agents are licensed or credentialed separately.

Tax lawyer questions

When should I hire a tax lawyer rather than a CPA?

A CPA can help with returns and many notices. A lawyer is often considered for disputes, appeals and legal exposure. Ask a licensed professional about your case.

Can a lawyer erase my tax debt?

No one can promise that. A lawyer can explain options that may apply.

Do I have to respond to a tax notice?

Notices have deadlines. Respond or ask for help before the date.

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