How to prepare for a meeting with a Tax Lawyer

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Often clients meet with us and they are suffering from a tax mess. The IRS (or NYS Tax Dept.) is pursuing them and they have often fallen behind in preparing tax returns or making tax payments. One aspect of a tax attorney’s job is to help figure out the mess and assist people with their tax problems. To that end goal, its important for potential clients to bring a summary of their tax problem. This could include information of the tax return years not filed, general approximate amount of the tax liability, and the type of taxes owed (income, sales tax, payroll tax). Along with this information, bring any letters you received from the IRS or NYS Tax Department. The value of the tax letters is that it states the amount of the tax debt, who it’s owed to, the tax years and type of tax owed. Most clients do not understand these letters, so bring them to the meeting and we can quickly gather that information. Its also helpful to have an idea of the value of your assets and the amount of debts you have. Estimates are fine, but this information helps us decide the best resolution of your tax case (i.e. a tax payment plan or an offer in compromise). On the flip side, it would not be helpful at the first meeting to bring boxes of information since we do not need all that details at this point. The overall key is to spend a few hours before the meeting to organize yourself and this will pay dividends at the meeting.

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