Choosing the Right Tax Debt Attorney

People can seek a resolution for a tax problem by hiring a lawyer, a Certified Public Accountant (CPA), or a tax resolution business. These specialists and services aid in resolving various tax issues. While a tax debt attorney can assist people with representation, discussions with the IRS, debt difficulties, litigation, and other matters, a CPA is most suited for tax return concerns. One must therefore select the appropriate expert for the work based on the current issue.

Choosing the right tax debt attorney image adapted by Market Business News.

Where to Start Searching for?

Folks might ask their friends and family members who may know a reliable attorney for a recommendation. Additionally, they can do research online.

When conducting online research, be cautious about double-checking the data. Contacting a lawyer with experience resolving issues with taxes akin to yours is essential. Verify and confirm the credentials, expertise, and background of the lawyers you have shortlisted.

When to Consult?

Hiring an attorney isn’t always in your best interests. However, several circumstances will undoubtedly work in your favor. Since not all attorneys practice in every field of law, paying attention to their areas of expertise is also essential. However, the advantages of working with them will typically outweigh the cost in the following typical situations.

  • Disputes & Relief: Working with a particular attorney will provide you considerably more negotiating power when dealing with the IRS or any potential legal issues if you owe taxes and need assistance seeking relief. They can assist with filing for offers in compromise, obtaining innocent spouse relief, and creating payment plans for debt settlements. A lawyer is essential if you are disputing taxes or need to fight the IRS or other state or municipal taxation authority you are in dispute with. They will represent you in a US Tax Court in addition to acting as your advisor throughout the entire process.
  • Estate Planning: To ensure your last intentions are carried out, most attorneys can assist you with drafting a will or taking other estate planning actions. An attorney can aid with estate planning by managing the copious paperwork, lowering potential estate taxes, transferring assets to recipients, and assisting with creating trusts.
  • Starting a Business: An attorney focusing on business will be a great ally if you’re considering starting or growing your current business or selling the business entity. This may be true if you want to form a corporation, such as a C-Corporation or an S-Corporation, as these entities may require complicated incorporation documents and paperwork. A lawyer could be essential for conforming to interstate rules if the organization expands. They can also be beneficial if you sell your business and want to ensure that you have no legal issues before, during, or after the transaction.

What Qualities Should a Lawyer Have?

  • Law License: A license to practice law in your state is the critical item you should seek. Just search the website of the bar organization in your state to be sure.
  • Education: One must complete law school and pass the BAR exam to be granted a law license in most states. You’ll notice that many lawyers have more education than the basic minimum required; they might also have an LL.M. in taxation or be certified public accountants with a CPA license.
  • Preparer Tax Identification Number (PTIN): Anyone who prepares tax returns for compensation must have a PTIN from the IRS. They must both sign your tax return document and give you their PTIN.


Since you’ll be collaborating directly with your attorney, they must be upbeat and trustworthy regarding your financial situation.

Your tax debt attorney should be accessible and ready to assist you with any questions or needs. Your lawyer should be able to calmly manage the difficulties and not make you anxious, even in the most challenging matters.