Why do you a Tax Attorney? Tax lawyers specialize in tax laws. But since tax impacts all law, Tax Attorneys are best for handling complex technical and legal issues in all fields of law. Tax attorneys must have a Juris Doctor (J.D.) degree and must be admitted to the state bar. And should have additional training in tax law. Additionally, if you are facing a complex accounting, business or legal matter, an attorney who is also a Certified Public Accountant is often essential.
You definitely need a tax attorney if:
Estate Law. If you have or will have a taxable estate, need to make complex estate planning strategies, or need to file an estate tax return and it is advisable for aPennsylvaniainheritance tax return.
Business formation. If you are starting a business and need legal counsel about the structure and tax treatment of your company: Corporation; Non-profit Corporation; Limited Liability Company; Partnership; Limited Partnership; or Business Trust.
International Business: If you are a United States Citizen or business engaging in international business and need assistance with contracts, tax planning, tax treaties, and other legal matters.
Foreigner engaging in US Business: If you are an alien or a foreign business entity working, conducting business or just earning income in the United States and need assistance with planning for and compliance with United States tax laws and regulations..
IRS disputes: If you plan to challenge, appeal or file suit against the IRS – either in the US Tax Court or the United States District Court.
Criminal Tax Matters: if you have been accused of tax fraud, or are under criminal investigation by the IRS.
Bankruptcy law: many individuals file bankruptcy because of tax issues; an experienced tax attorney and CPA most likely will have superior knowledge over a non-tax attorney.
Litigation: If you are in a serious litigation matter, a CPA/tax lawyer who has litigation experience in US Tax Court, Federal Court and State Court often has a distinct advantage over a non-CPA/tax lawyer. Almost all law involves financial issues and a CPA/tax lawyer will be able to recognize issues other lawyers do not recognize
Real Property transactions: real property transactions always involve tax issues – for example like-kind exchanges – and a tax lawyer can provide valuable planning and tax compliance advice.↑ Back to Top