The Complete Guide to Picking a Tax Attorney: Everything to Know

Are you distraught over picking the right tax attorney?

The deadline for filing taxes is coming up, and you don’t even have an idea how to get started. If this sounds like you, keep reading.

This article gives you tips on how to find the tax attorney that’s best for you. Not only that, but you’ll understand every step of the tax process after you’ve started working with them.

Keep reading to explore everything you need to know about picking a tax attorney.

Consider Your Needs and Goals

When selecting a tax attorney, the first step is to consider your needs and goals. Once you have a clear understanding of your needs and goals, you can start to research attorneys who specialize in tax law.

Consider attorneys who have certifications, specialized credentials, and experience in the areas that are relevant to your needs. Ask for references from other individuals who have experience working with these professionals.

Many attorneys will provide free consultations so that you can get to know them and see if they will be a good fit for you. When you interview potential attorneys, ask specific questions that will help you determine if they are qualified to represent you. 

Assessing Education and Qualifications

When it comes to choosing a tax attorney and assessing their education and qualifications, it is important to carefully consider their credentials. A professional tax attorney should not only possess a law degree but, ideally, a specialization or formal education related to taxes.

It is also important to assess the individual’s years of experience and the types of cases they have handled. Qualified attorneys should be able to demonstrate knowledge and expertise in areas such as:

  • estate planning
  • corporate tax regulations
  • international tax laws

It is best to choose a licensed tax attorney with credentials from a well-known institution. Finally, it is important to ensure that the attorney you choose is in good standing with their local Bar Association. 

Check For Conflicts of Interest

When picking a tax attorney, it’s important to check for conflicts of interest. Ensure that your attorney is not working on behalf of another party that has conflicting interests with yours.

Also, check to see whether the attorney has previously been employed by the Internal Revenue Service (IRS). If they have, they may have an increased understanding of IRS regulations and practices. They may also be biased towards their former employer.

Ultimately, selecting a tax attorney who has no conflicts of interest is essential in ensuring your case will be handled properly and promptly.

Outlining the Services Needed

Your taxes are important, so it’s important to pick the right tax attorney to assist you. A tax attorney can help with legal advice, filing taxes, and preparation of documents.

They can also assist with audits and appeals, as well as representing clients in court even if you have unfiled tax returns. When considering a tax attorney, you should make sure to outline the services needed for your specific needs.

For example, if you need assistance with tax preparation, be sure to check their qualifications in those areas. Additionally, ask about the attorney’s familiarity with your type of business and the experience of their team. 

Research Their Reputation

It is important to research the reputation of any potential tax attorney before hiring them. Make sure to check the Better Business Bureau or client review websites.

Talk to the attorney in person, as this is a great way to gauge their:

  • expertise
  • experience
  • how well they communicate

Make sure to also confirm their credentials by checking with the State Bar Association. Check to see if they have been involved in any disciplinary proceedings and read through their published work to get a better idea of their background and experience. 

Compare Fees and Payment Plans

Comparing attorney fees and payment plans wisely when scouting for a tax attorney. It is important to consider whether the fees are fixed or variable, and comparing attorney fees offers payment plans.

In some cases, it may be advantageous to pay a higher up-front fee that is lower in the long run. Consider if a variable fee based on the complexity of the case is appropriate and if retainer fees are necessary.

Review any transactional, hourly, and other costs a tax attorney can charge for their services. Research if the fees are in-line with other attorneys in the same geographical area. 

Ask for Referrals and Recommendations

When picking a tax attorney, one of the most important steps you can take is to ask for referrals and recommendations. Referrals and recommendations from family, friends and business associates can provide you with valuable insight into the attorney and the level of service you can expect.

Don’t be afraid to ask questions of the attorney and others who have had dealings with them, such as their reputation, how well they communicated, and if they achieved the desired outcomes. It’s also worth researching online and reading online reviews to get a better perspective.

It’s a good idea to contact several attorneys and compare their answers before you settle on one. All these measures can help you feel secure in your choice.

A Guide to Picking a Tax Attorney

Picking a tax attorney can help you navigate the complicated world of taxation and stay out of trouble with the IRS or state authorities. Although finding the right professional for your needs can be difficult, this guide can help you understand the best practices for finding and hiring a qualified tax attorney.

Take the steps outlined in the guide and start enjoying the peace of mind that comes with having a knowledgeable and experienced expert at your side.

Check out the rest of our blog for more articles if you gained some helpful insights here.


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