Whether you’re being audited by the IRS or you just don’t
know how to file your tax returns, the truth is, Tax Day is a frightening day
for all of us.
What’s even worse is that nearly half of all Americans don’t
even know what tax bracket they’re in (or, for that matter, what a tax bracket
is). And that’s a scary thought indeed considering that 76 million Americans
are struggling to get by.
This is where it helps to find a great tax attorney. Luckily
for you, we’ve compiled 10 tips to find the best tax attorney so that Tax Day
can look a little less like Friday the 13th.
1. Know the Kind of Tax Professional You Need
First things first: you need to know what kind of tax
professional you need.
There are a few main types of tax professional you’re likely
to encounter:
Certified public accountants
Enrolled agents
Tax attorneys
Certified public accountants (CPAs) can represent you in the
case of an IRS audit, an appeal, or a collection issue. Enrolled agents are
licensed by the IRS and are trained in individual and business tax preparation,
tax planning, and representation.
Finally, there are tax attorneys, who are the ones you want
to go to if you’re unclear how a tax law affects you, if you’re dealing with a
tax dispute, or if you’re dealing with certain aspects of tax preparation. Tax
Attorney Saginaw
2. Know How Much Help You Need
Before you go to a tax attorney, you should also know how
much help you need.
There are generally two ends of the spectrum when it comes
to hiring a lawyer. Either you need a little advice and coaching to stay on
track, or you’ve been putting off a problem for years (or the issue is upsetting)
and you need to dump your entire legal problem on a lawyer’s desk for them to
untangle.
Where you fall in the scale of things determines how
expensive your lawyer’s help will be. It also changes what kinds of services
your lawyer will offer you, so it’s important to know exactly why you’re
speaking to a lawyer before you go to their office.
3. Know Where to Look
Once you know the professional you need and you know what
kind of help you need from them, you need to figure out where to look.
A good place to start is personal referrals. Put out feelers
with your friends and family–it’s highly likely that someone in your family has
dealt with a legal issue at some point and can refer you to someone, or knows
someone who can refer you.
Alternately, if you run a business and need tax help for
your business, talk to other business owners about who they use and what their
experience was.
4. Know What Makes a Good Tax Lawyer
Once you have referrals, how do you sift through them all?
It helps if you know what makes a good tax lawyer.
For starters, it’s a good idea to find an office that
focuses exclusively on tax preparation. That way, you know you’re dealing with
an office of specialists with a range of experience.
It may seem obvious, but a good tax attorney should be in
good standing with their state Better Business Bureau and state bar
association, and they should have experience dealing with the IRS.
5. Understand that Every Tax Case is Different
Before you set foot in any lawyer’s office, you need to
understand an essential fact: every tax case is different.
A tax relief case looks different from an audit case, which
in turn looks different from a tax debt or corporate tax case.
Because of this, you need to find a lawyer who specializes
in your specific problem. That way, you know that they have the tools and
knowledge needed to help you.
6. Look for a Firm that Offers Transparency
It seems pretty basic for a law office to tell you the facts
of your case, right? But there are some offices and lawyers that don’t bother
to explain the details of your case.
And that’s a problem because you’re talking about your money
and your financial future.
As such, you should always look for a lawyer and a law firm
that offers transparency throughout the entire process, including their legal
fees (some law offices will draw clients in with low starting fees and surprise
them later with high fees).
You’re already dealing with tax problems. You don’t need the
runaround from your lawyer.
7. Research Your Lawyer’s Reputation
With this in mind, before you hire any lawyer, you should
take the time to research their reputation and background.
An easy place to start is to look into the law school they
attended and see what that school’s reputation is for turning out good lawyers.
Another approach is to ask a potential attorney if you can speak with their
former clients about their experience.
Here’s the thing: you don’t need former clients to break
attorney-client privilege to tell you about their experience with that lawyer.
Was the lawyer open about the process? Did they take the
time to explain what they were doing so the client could make informed
decisions? Did the lawyer handle the case themselves, or was it pawned off to a
paralegal? What about surprise fees? Are they a trial lawyer, or a settlement
lawyer?
A former client can tell you all of these things, and a tax
attorney worth hiring won’t be shy about letting you speak to former clients.
After all, if they did a good job, the client should have nothing but positive
things to say. Tax
Attorney Saginaw MI
8. Seek Personal Compatibility
Finally, you should seek a lawyer with whom you have
personal compatibility.
Remember, your attorney is going to help you through a
stressful process, and they’re going to be up to their elbows in your private
financial information.
That requires a lot of trust between you and the attorney.
If you’re not comfortable with the attorney, you’re not going to want to tell
them essential information for fear of embarrassment. That limits your
attorney’s ability to help you.
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