June 25, 2010 - William L. Henry IV
If you are comparing tax firms for the first time, or if you are looking for a new firm to help you with you tax problems, consider the following:
1. Is the representation subject to the attorney client privilege?
The attorney-client privilege is a is a legal concept that keeps communications between a client and the attorney confidential. Although there is an administrative privilege for non-attorney professionals such as CPAs and Enrolled Agent, the privilege does not generally extend to civil and criminal court proceedings.
2. Can you meet the attorney?
Meeting with the person that is going to help you with your tax problem is important. You need to feel comfortable with the firm and attorney that will be handling your matter. If you are speaking with a sales person that wants to "close" the deal, beware.
3. Is anyone listening? No really, is anyone listening?
If you have a question, will someone answer your calls? It seems simple enough, but far too often we meet with former clients of large tax resolution companies that could not get an answer to their questions. E-mails, appointments, and phone consultations should be available to all clients.
4. Does the firm know the law?
Not only should the firm know the law, but they should have access to it. Do they look at the case law, treasury regulations, and statutes to apply your facts to the law to help you as much as possible?
5. Can the firm advise you on your bankruptcy options?
Yes, tax debts are dischargeable in bankruptcy in many case. It depends on the type of tax owed, if and when tax returns were filed, and other factors. in addition, there are different types of bankruptcy, so just because you cannot "discharge" your tax debt it does not mean you cannot "restructure" it.
The firm you hire should be able to present all the options to you, so you can make an educated decision. Many taxpayers with tax problems also have other debts that need dealt with. If the company or firm does not handle bankruptcy, then you may not be getting all of your options.
Remember, your case is complex and unique. There is no one-size-fits-all solution to your tax problem, so take your time to evaluate your tax counsel. Cost, experience, and strategy are all important factors you should consider.
Contact us for a free consultation at (303) 688-0944 or schedule an appointment online.
IRS Circular 230 Disclosure: Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code.