Personal Tax Attorneys | Trusted Legal Support for IRS & State Tax Issues

Notices from the IRS or state tax authorities can range from small adjustments to serious threats of enforcement. Whether it’s a CP2000 letter, Notice of Deficiency, or warning of an impending lien, we help clients understand what’s at stake and how to respond strategically. Avoiding or delaying a response often leads to harsher consequences. The earlier you act, the more options you’ll have to resolve the issue and prevent escalation.

Falling behind on your tax filings—even unintentionally—can snowball into major consequences. The IRS may file substitute returns that overstate what you owe, assess penalties, and even trigger a criminal investigation. Avoidance only gives the government more control over the narrative and the numbers. We help clients file past-due returns, reconstruct financial records, and bring accounts into compliance in a way that minimizes liability and avoids further action.

Owing back taxes can feel overwhelming, especially when penalties, interest, and collection efforts start piling up. From wage garnishments to bank levies and tax liens, the consequences are serious. We work with the IRS and state authorities to negotiate Offers in Compromise, establish installment agreements, and request Currently Not Collectible (CNC) status where appropriate—helping you regain financial control.

An audit can be invasive and stressful, particularly when the IRS challenges deductions, self-employment income, or cryptocurrency transactions. We represent clients through every stage—from preparing documentation to negotiating audit outcomes. If the findings are inaccurate or unfair, we handle formal appeals and litigation before the U.S. Tax Court or applicable state forums.

The IRS treats cryptocurrency as property, and every sale, trade, or mined coin may trigger a taxable event. Many taxpayers are unaware of their full reporting obligations, leading to CP2000 notices or underreporting penalties. We help clients properly classify crypto activities, amend past returns, and defend against IRS scrutiny involving digital assets.

Divorce often leads to complex tax issues—unfiled joint returns, disagreements over dependents, hidden income, or unexpected liabilities tied to your former spouse. We work with family law attorneys and directly with clients to resolve post-divorce tax matters, pursue innocent spouse relief where appropriate, and protect our clients from unfair tax consequences.

You may not be responsible for your spouse or ex-spouse’s tax errors—even if you signed a joint return. If you were unaware of underreported income, improper deductions, or hidden assets, you may qualify for IRS innocent spouse relief. We help determine your eligibility and advocate for relief under all three available categories: traditional innocent spouse relief, separation of liability, and equitable relief.

Many individuals—especially those who freelance, sell goods online, or operate home-based businesses—are surprised to learn they may owe sales or use tax. State taxing authorities aggressively audit for underreporting, improper remittance, or cross-border violations. We help clients understand their obligations, respond to audits, and resolve disputes before they escalate into penalties or liens.

State tax authorities often move faster and hit harder than the IRS, particularly when it comes to audits, misclassification claims, or unpaid sales and use taxes. Remote workers, multi-state earners, and business owners are especially vulnerable. We help clients dispute inflated assessments, resolve residency or filing status conflicts, and avoid costly enforcement actions.

Administering an estate is more than honoring a will—it’s about navigating tax obligations without exposing yourself to personal liability. We help fiduciaries comply with estate tax rules, avoid triggering audits, and understand how state and federal tax statutes affect their responsibilities.

If an estate has more debts than assets, the IRS may require payment before other creditors. The Federal Priority Statute puts personal representatives at risk if debts aren’t properly prioritized. We help you avoid missteps that could result in penalties, repayment demands, or litigation.