Advice from a Tampa IRS Tax Lawyer

IRS Tax Defense Lawyer in Tampa

If you have never experienced an IRS tax defense, you may be clear on what to bring to your initial meeting with your IRS defense lawyer in Tampa.  While the specifics of what to bring varies from case to case (and we advise you on the particulars when you call to set up your initial consultation), here are some of the most common things to do or to bring.  You may find this page to be a useful checklist.

Checklist—what to bring when meeting your IRS/tax lawyer in Tampa

Note: Just as tax laws differ from state to state, what your tax attorney in Tampa may need you to bring with you may differ from what tax lawyers in other states may need you to bring.

• All your contact information
• In some cases, we send you a questionnaire advance, in which case, fill it out as fully as possible before the meeting
• Copies of any available documents we specifically requested by phone or in a questionnaire
• A copy of all documents uniquely relevant to your situation
• Tax returns
• Financial statements
• Supporting documentation for businesses or business entities
• Corporate, business, or personal records that relate to your tax issue
• Incorporation documents
• Corporate tax elections
• Your company's tax I.D. number
• A copy of any documentation entered into in connection with the business, such as agreements or minutes of meetings
• Letters, memos, or other correspondence relating to the organization of your business organization
• IRS notices received
• IRS correspondence

Beyond these items, we recommend that you prepare a list of questions for your first meeting.  Some questions others often ask in this initial meeting include:

• What problems do you expect with my case?
• How do you plan to handle my situation?
• How long will it take to resolve this?  What might hold up the process?

Depending up on how well prepared you are, our tax law firm in Tampa may be able to give you advice and counsel on how to proceed with respect to your situation, even in this initial meeting, which is especially useful when time is of the essence, such as when you have already received notice of an audit or if you received a deficiency notice.

Guard your assets.  Save money.  Call the firm.

The Tampa tax lawyers at the law firm of Joe Gonzalez, PA represent individuals and businesses in financial and tax matters, including fighting IRS notices of deficiency and audits.  Serving the state of Florida, Tampa IRS defense attorney Mr. Gonzalez is one of the few lawyers experienced in litigating before tax courts, and he is one of the only attorneys of his kind who can help clients in English and Spanish.  For more information on how Tampa tax defense lawyer Joe Gonzalez, PA can protect your wealth, assets, and financial integrity, call the firm at 813-418-7382 or contact the office online to schedule a free initial consultation.