State Bar of California
Super Lawyers

When do I need a tax attorney or a tax lawyer?

You may need a tax attorney or a tax lawyer if:

  1. You have committed tax fraud, also known as tax evasion;
  2. The IRS has served a summons on your bank to produce tax records or other documents;
  3. You have a tax problem including a tax audit by the IRS, or a tax audit by the California Franchise Tax Board (FTB), California Employment Development Department (EDD), or the California Board of Equalization (SBE or BOE);
  4. You have a large tax debt due to the Internal Revenue Service, and you are interested in obtaining tax debt relief such as an offer in compromise (OIC), or perhaps an installment agreement;
  5. You have unreported offshore bank accounts, or other foreign financial accounts;
  6. You haven't filed foreign bank account reports (FBARs) with the IRS;
  7. You are planning a major financial transaction such as buying or selling a business;
  8. The IRS or EDD claims that your workers are employees, and not independent contractors; or
  9. You have any type of major tax problem.
Client Reviews
"Dennis, Meredith, and staff… As I reflect upon this year, there are a few individuals who have made my life much better. I appreciate and feel blessed for all the effort made on my behalf. Thank you very much…" KB
"Thank you for your good work in resolving my innocent spouse case. I will be forever grateful!" KB
"It is a pleasure to send you this check...knowing I have friends like you who are there to help!" HB
"Words can not express my appreciation. YOU DID IT!!!! I have dealt with and paid multiple people to resolve my tax problems, however you were the only one who was successful..." CB
"Your assistance is greatly appreciated and beyond the call of the average attorney who would not take the time. I will consult with you and refer whomever I can to you, whenever possible." EK