Using Tax Attorneys and Other Professionals for Tax Notices
Having significant tax issues and matters can quickly complicate your life and lead you to financial ruin if not properly addressed. Having appropriate tax representation is essential if you are facing a significant tax matter. Improperly addressing tax notices and investigations often lead to more complicated issues and higher settlements in the long run. But who should you consult with when you are facing serious tax issues and what should be your code of conduct for addressing these issues? This article will provide you with some insight into addressing these items.
Start with Your Tax Preparer
If you prepared your tax return or didn’t prepare one at all, you can simply skip this step. If not, contact the individual or firm that you contracted with to prepare your return and show them any tax notices that you may have received. They will likely have some exposure to the notices that the IRS or other tax bureaus send out and will be able to better respond to a notice than you would be able to. Get their take of the notice and see if you feel confident with them responding to the matter.
Using a CPA or Tax Attorney
Sometimes problems can be escalated beyond that of the level of a simple tax preparer and requires the attention of a CPA or tax attorney to respond to. Many tax attorneys are involved with tax planning, estate and trusts set up, and tax advocacy matters. Be sure to identify the appropriate tax attorney for the situation that you are facing and find one with experience and a good reputation in the industry to assist you with your matter.
Start with Your Tax Preparer
If you prepared your tax return or didn’t prepare one at all, you can simply skip this step. If not, contact the individual or firm that you contracted with to prepare your return and show them any tax notices that you may have received. They will likely have some exposure to the notices that the IRS or other tax bureaus send out and will be able to better respond to a notice than you would be able to. Get their take of the notice and see if you feel confident with them responding to the matter.
Using a CPA or Tax Attorney
Sometimes problems can be escalated beyond that of the level of a simple tax preparer and requires the attention of a CPA or tax attorney to respond to. Many tax attorneys are involved with tax planning, estate and trusts set up, and tax advocacy matters. Be sure to identify the appropriate tax attorney for the situation that you are facing and find one with experience and a good reputation in the industry to assist you with your matter.