A tax attorney is a lawyer who specializes in interpreting and applying tax laws and rules. Tax lawyers may provide a broad range of services to their customers, including tax preparation and filing.
Tax lawyers are well-versed in tax laws, rules, and policies at the federal, state, and local levels. In addition to drafting tax returns, tax lawyers can:
• Represent clients in tax disputes; and
• Advise clients on the tax consequences of estate transfers, property purchases, business transactions, and corporate structures.
Defending a client’s rights
A tax attorney can help you defend your rights and bargain with the IRS. Tax lawyers are highly suited to operate as a go-between for their clients and the IRS, and are competent at
• Challenging IRS judgments in court
• Settling back taxes
• Halting salary garnishment
• Undoing property liens
• Removing account levies
• Negotiating agreements with the IRS.
Providing support with personal wealth management
Many people use tax lawyers to assist them in reducing their tax obligations prior to submitting a tax return. A tax attorney may help you with associated legal paperwork and advise you on how to manage your own fortune to reduce taxes. Other wealth management services provided by tax lawyers include: • Estate planning
• Wills and trusts creation
• Incorporation of firms
• Drafting of business contracts
• Advice on foreign tax implications
How will the taxpayer advocate service assist me?
The taxpayer advocate service bills itself as “your voice” inside the internal revenue service. The service is neither a complaints department nor a general help desk. Rather, it is intended to serve as a “safety net”—a team of professionals who may step in when taxpayers encounter issues that cannot be quickly resolved via the IRS’s conventional channels.
To safeguard taxpayers’ rights, congress established the taxpayer advocate service as an independent entity functioning outside the usual IRS line of command. According to the taxpayer advocate service, the cases it takes to fall into four broad categories:
• Time-sensitive issues
• Problems involving various IRS divisions.
• Flaws in the IRS’s standard procedure.
• Cases in which a taxpayer’s circumstances are unique, but the IRS applies a “one-size-fits-all” rule.
The agency claims to accept other cases as well, such as those brought to it by a member of congress or those in which a taxpayer is facing significant financial hardship. However, because of strong demand, it often limits itself to cases in the major categories. Many typical tax issues are answered in the “get help” section of the service’s website, https://polstontax.com/.
Time-sensitive situations are ones in which taxpayers are facing an emergency or financial difficulty and need the IRS to act more quickly than usual or risk even greater hardship.
Multiple IRS units
When a taxpayer has a complaint that includes many offices within the IRS, complications might occur. The refund division may be unable to release monies to a taxpayer until it receives confirmation from the collections department that a lien has been paid off, but the collections department cannot sign off until documentation is processed by a third office.