When Do I Need a Tax Lawyer? Why?

When Do I Need a Tax Lawyer? Why?

As a tax lawyer, I’m commonly asked the questions, “When Do I Need a Tax Lawyer?” or “Why Do I Need a Tax Lawyer?” Here are the answers.

You need a tax lawyer:

  • Anytime you are audited by the IRS or State Taxing Agency
  • Anytime you dispute the amount of tax asserted against you
  • Anytime there is the possibility of a criminal investigation
  • If you are starting a new business
  • If you want to change the type of entity your business is currently operating under
  • If you have questions about foreign accounts, foreign real property, or other foreign assets
  • If there are complex estate issues in your estate plan

Why do I need a tax lawyer?

  • It is vital to your personal finances and the health of your business to obtain competent legal representation as early as possible.
  • Failure to do so may result in missed statutory deadlines, as well as the imposition or accrual of additional penalties and interest.
  • If a taxpayer does not have the present ability to pay their tax in full in one lump sum payment, they need someone to advocate for them to the fullest to avoid missed deadlines and options for payment.
  • To make sure you are compliant and to keep you compliant.
  • A tax lawyer can listen to your needs and concerns and advise you on what is best for your family, your business, and your legacy.
  • All attorney-client communications are privileged and not subject to disclosure.

 

Walnut Creek’s Tax Lawyer Christina Weed

If you are looking for a tax attorney in the East Bay Area, including but not limited to, Walnut Creek, San Ramon, Danville or Pleasanton, contact Christina Weed at Mendes Weed, LLP today.

We work with clients in San Francisco, the East Bay, and throughout the United States. As a licensed attorney with an LL.M. in Taxation from the University of San Diego and a Bachelor’s Degree in Accountancy, Christina offers a unique combined focus on Trusts & EstatesTax LawTax Litigation, and Business Law. Christina is Chair of the Tax Section of the Contra Costa County Bar Association and is also a member of the Estate Planning Council Diablo Valley and the Tri-Valley Estate Planning Council.

Disclaimer: The tips and materials provided on this page are for informational purposes only, offered as public service. No information on this website should be considered legal advice or used as a substitute for legal advice. For legal advice, you should contact an attorney directly.

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Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667

[Video] Criminal Tax Defense

At Mendes Weed, LLP, we represent individuals, businesses and tax preparers who may be under criminal investigation by the IRS or the US Department of Justice.

If you believe you may be the subject of an investigation, you should meet with a tax lawyer right away.

Why it’s Important to Seek Legal Counsel

  • Some civil cases have the possibility of being referred to the Criminal Investigation Division.
  • Failures to disclose certain foreign assets also have the possibility of referral to the Criminal Investigation Division.
  • A lawyer can discuss the various possibilities of where your case can go, present your best options, and the possible outcomes.
  • You can gain peace of mind knowing you are in good hands and that someone will monitor and stay on top of your case for you.
  • A lawyer can further assist and guide you if your case does escalate to a criminal matter

Consult Mendes Weed, LLP

Being under criminal investigation or even civil audit can be very stressful and anxiety provoking if you are not familiar with tax law and procedures. Although we hope you never encounter this situation, we hope you will reach out to us if you do. We will gladly discuss your questions with you and hopefully put your mind at ease as much as possible.

SuperLawyers-RisingStars
Best of the East Bay Attorneys
Lisa Janine MendesReviewsout of 5 reviews
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

Walnut Creek Main Office

1990 N. California BLVd.
Suite 1020
Walnut Creek, CA 94596

(925) 390-3222

San Francisco Office

95 Third Street
2nd Floor
San Francisco, CA 94103

(628) 216-5558

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

(510) 822-2770

San Jose Office

3031 Tisch Way
110 Plaza West
San Jose, CA 94607

(408) 707-1667