Federal Tax Controversy

Representation: I represent clients who are being audited by the IRS or the state of Georgia; clients who want to appeal audit results to the agency; and clients who have cases in the U.S. Tax Court or who want to petition to have their cases heard there.  With a representative on your side you will no longer have to deal directly with the IRS.  I have tremendous experience and significant expertise with IRS audits, IRS Appeals, and U.S. Tax Court cases because I spent a career working for the Internal Revenue Service. Each case is different so please use my scheduling link to set up a free 20-minute discovery call to discuss whether I am a good fit for your case.  If you can't find a time to schedule, or your issue is urgent please email me at [email protected] or call me at 470-499-4946 and leave a message with the assistant. I will receive your message almost immediately and will return your call as soon as possible.

Legal Coaching:  I provide legal advice to clients who want to handle their IRS audit problem on their own but want expert legal guidance from me. This service is for self-represented individuals and small businesses in the United States. Our communications will be conducted by phone, video conferencing, and messages via my secure client portal.

I will explain the IRS audit, IRS Appeals, and U.S. Tax Court litigation process in understandable terms. You will feel confident and prepared by knowing what to expect. I will guide you through the legal process to the extent that you need for your case. You can receive as much or as little assistance as you need. Call me at 470-499-4946 or use this link to schedule a Free 20-minute discovery session or email me at [email protected] if you would like to set up a paid consultation.

You will understand what it takes to be prepared for your audit or Appeals appointment. Know what to bring, how to conduct yourself, whether you should extend the assessment period, when to ask for a supervisor, what happens if you don’t agree with the IRS, and more. In addition to procedural advice depending on the package you choose, I also provide legal analysis and advice on the substantive tax issue(s) that are raised, or may be raised, during your audit or Tax Court case. I can provide clarity on developing your case strategy, review your documents, and provide coaching on how you should present your legal position.

The IRS has a very helpful website at www.irs.gov. Check it out, especially the Audit Technique Guides for your industry. Likewise, the United States Tax Court also has a helpful website at www.USTaxcourt.gov. If you don’t feel comfortable completely handling this on your own, I am happy to assist you in understanding your rights and how the law applies in your case. Because not all cases are appropriate for legal coaching, I won’t let you purchase my coaching services if yours is not.