If you’re looking for a tax lawyer, you’re not alone. Experts predict record demand for tax lawyers in 2021 and beyond, thanks to a new president and an ongoing pandemic.
It’s a daunting prospect to research, interview, and hire a lawyer, but it’s a necessary step if you’re in trouble with your taxes. How can you sift through the legal ads and find the best tax lawyers in your locale?
Here are five steps that will simplify your search.
1. Know What You Need
First of all, what do tax lawyers do? Just like other types of attorneys, they specialize in different areas of tax law.
This might include:
- IRS audits
- Pressing criminal charges against a client
- Handling and paying back-taxes
- Estate planning and inheritances
- Credits, refunds, and charitable contributions
- Communicating with the IRS
The best attorney for you will be one who specializes in the type of tax help you need. Keep in mind that for filing taxes or financial planning, you may want to seek out a CPA or a financial advisor instead.
2. Ask for Referrals
Once you’re clear on your reasons for hiring a tax attorney, it’s time to get the word out. Reach out to personal and professional contacts and ask if they know of a good tax lawyer in the area.
Chat with your banker, your accountant, or another lawyer. If appropriate, you could also ask your neighbors, co-workers, or other colleagues for referrals.
3. Read Online Reviews
Whether you get a personal recommendation or not, your next research step takes you online. Check your state or local bar association’s website for listings of tax lawyers near you. You can also browse websites of individuals lawyers and law firms.
Remember, the best tax lawyers know exactly how to represent clients in disputes. Check third-party review sites to see how past clients feel about their experience with the lawyer. Did their case have a positive outcome? Was the lawyer professional and knowledgeable yet easy to work with?
4. Check Their Credentials
As you begin to narrow your search, make sure that any lawyer you’re considering is a board-certified tax specialist. This means they have at least five years of experience and have passed additional exams related to tax law.
If they have an extra degree called a Master of Laws (L.L.M.) in taxation, even better!
5. Schedule Interviews
Once you’ve chosen potential candidates, it’s time to set up consultations or interviews. Gather the documents you’ll need to discuss your case and prepare a list of questions you want to ask.
This should include finding out about the lawyer’s past experience and their overall attitude towards the IRS. You’ll want to know who in the firm will be working on your case and how they prefer to communicate.
Finally, study the lawyer’s demeanor. You should feel comfortable with them and they should show personal interest throughout the interview.
Finding the Best Tax Lawyers in My Area
What do tax lawyers do? They can be an invaluable ally if you’re facing difficult tax issues — but first, you have to find a good one.
Use the tips outlined above to help you locate the best tax lawyers near you!
Now that you know more about tax lawyers, what’s next? Keep browsing our site for other articles about law, business, and much more!