When is a tax attorney a better choice than a CPA, tax specialist or other financial advisor? There are several reasons to work with the experienced tax attorneys at Allen Barron, especially if you are dealing with the IRS or a California taxation agency. One of the primary reasons is the “attorney-client privilege”. The nature of tax issues requires the taxpayer to share confidential (and in some cases undocumented or creatively applied) information with their advisor in order for them to understand the issues at hand and respond to the taxation authorities. The IRS and California’s tax agencies can compel non-attorney advisors to provide the information you share with any accounting, tax or financial professionals through a simple subpoena. Information you thought was private is now in the hands of the IRS to be used against you. If there are potential criminal implications, your CPA or tax advisor can actually be forced to be a witness against you.
The tax attorneys at Allen Barron are able to extend the attorney-client privilege to their clients. This legal protection is a solid shield against the IRS and all California tax authorities. Information provided or discussed under the attorney-client privilege is protected and secret by law, and cannot be compelled from the taxpayer or from our attorneys. We have all of the accounting, tax and legal skills under a single company to provide you with the correct and complete assessment of the challenges you face and the best options to successfully resolve your tax issues.
