Wednesday, March 10, 2010
 
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Tax Matter Case Review

Why would you want a case review?


Like most people, you want an objective review of your case.  Knowning your options will help you decide what to do next.  You may decide to handle the case yourself.  You may wish to retain our firm to prosecute your case or to negotiate with the IRS on your behalf. 
  • Review IRS documents
  • Telephone discussion with tax attorney
  • Explain IRS position
  • Discuss with client rights, applicable options
  • Provide advice in accordance with client input.

 

Review your Case with a Tax Attorney
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Do You Have a Tax Case?

 
Find out with a low cost case review.  Tax Attorney Donald Lowrey will review your case based on the facts you provide and the correspondence you may have received from the IRS.  A tax attorney will discuss your case with you, answer all of your questions, explain the law that applies and review the options that may be available.
 
After a case review, most clients will fall into one of the following groups:
  • You just Need an Explanation.  After talking to a tax attorney you now have better clarity and understanding of the issues.  Your tax case is not complex.  You most likely can resolve the tax problem yourself.
  • Your Need a Lawyer.  Your case has complex factual or legal issues.  Legal research and argument may be required.  You are unlikely to be able to resolve the tax matter by yourself. 
  • You Need a Buffer.  The IRS is intimidating.  Sometimes you just need some space and time to think.  You need someone to be between you and the IRS; someone to present your case and negotiate on your behalf.

What Next?

Regardless of which group you fall into, you decide how you want to proceed.  We can offer advice but we don't try to sell you on anything.  You remain in control.
 
If after the Case Review you decide to retain our services*, we will map out an approach to your case and quote you a flat fee for our services. 
Learn more about our fee structure.
 
 
*Not all cases are accepted
 
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Let's get started working on your case. 

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Why would I pay for a Case Review?

Most of the firms on the internet do advertise a "free consulatation".  Many are staffed by commisioned sales people who want to sign you up.  We take your tax situation seriously.  You pay a small fee for our opinion, which you are free to reject.  If you decide to retain us after the review, we will already will know considerably more about your situation than those offering something for nothing.

Click here to find more information about the Differences between our firm and others.

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