• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Progeny law

Progeny Law Firm

Baton Rouge, Louisiana Estate Planning Attorney

(225) 465-1090
  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Speaker Connection
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate Planning
      • An Overview
      • Estate Planning Basics
      • Estate Planning Documents For Healthcare
    • Elder Law & Medicaid Services
    • Family-Owned Businesses
    • Financial Planning Assistance
    • Incapacity Planning & Caregiver Support
    • IRA Inheritance Planning
    • Minor Children & Young Adult Planning
    • Outdated Estate Planning Documents
    • Powers of Attorney, Healthcare & Emergency
    • Remarriage & Blended Families Protection
    • Successions and Probate
      • An Overview
      • Necessity of Probate
      • Rights Of Forced Heirs
      • Trust Administration & Probate
    • Special Needs Planning
    • Tax Resolution Services
  • Events
  • Videos
    • Estate Planning Videos
      • Estate Planning Documents For Healthcare
    • Succession and Probate Videos
    • Elder Law & Medicaid Videos
  • Resources
    • Elder Law Reports
    • Estate & Gift Tax Figures
    • Estate Planning Resources
      • Estate Planning Definitions
      • Estate Planning Check-Up
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Elder Law & Medicaid
      • Estate Planning
      • Incapacity Planning
      • LGBTQ Estate Planning
      • Probate & Trust Administration
    • Reports
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How To Know If You Need Extra Help With Your Grieving
      • Loss Of A Loved One
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Trust Administration & Probate Definitions
  • Reviews
  • Blog
  • Contact

Tips for Finding a Qualified Tax Resolution Firm

October 5, 2021 by Myrna Arroyo

Given how high the stakes are, it is surprising how little thought many people give to their taxes. All too often, individuals simply walk into a neighborhood storefront, hand over their most personal information and trust the person on the other side of the desk to do the right thing and prepare their taxes properly.

In many cases that trust is well placed, and the individual preparing the taxes is indeed the honest and trustworthy professional they claim to be. In other cases, however, the trust is misplaced, and the tax preparer will end up making mistakes that could cost the individual a great deal. If an audit is triggered by a deliberate misrepresentation or unintentional mistake, you will still be on the hook for any additional taxes, interest and penalties.

If you’re in tax trouble because you trusted the wrong tax preparer, then you will need a qualified tax resolution firm to help you resolve your tax problem. However, you don’t want to repeat the same mistake twice! So it is important to do your homework and know what to look for in a tax resolution firm. Here are 4 quick tips to help you find a qualified tax resolution firm.

#1 Check Their Credentials

Are they lawyer, a CPA, or an Enrolled Agent? Make sure you are talking to someone who has expertise to help, not just a sales person for a large company.

#2 Make Sure the Tax Resolution Firm Has Experience and A Proven Track Record

Negotiating with the IRS to settle your tax debt is a specialized skill that not all tax attorneys or tax professionals have. It’s important to ask about their recent case settlements and success stories. A true tax resolution professional will have proof they’ve done this before and successfully helped resolve back tax problems.

#3 What Does Their Communication Look Like Once You Sign On?

A professional and experienced firm will have systems in place to make sure you’re updated regularly on your tax resolution case. The IRS moves slow and there will likely be big gaps in time in between updates from the IRS. That doesn’t mean the tax relief firm should also have gaps in communication.

Ask how long they think it’ll take to resolve your tax problem, and how you’ll be updated even if they don’t have any news from the IRS.

#4 Avoid Big National Firms With Salespeople Who Promise The Moon But Don’t Deliver

You’ve heard their ads on the radio or TV. If you call a big national firm you’ll likely get a salesperson who knows very little about taxes or how to settle your tax debt.

Not every taxpayer qualifies for all the IRS tax debt settlement programs. However, these salespeople will promise you the moon but will fail to deliver because they didn’t take the time to understand your specific situation and they’re not actually licensed tax resolution professionals.

Make sure to ask who will be responsible for your case and try to speak with them directly before signing up. A true tax resolution expert will be happy to speak with you to make sure they can understand your case and offer you the right solution.

Need Tax Relief?
If you want an expert tax resolution specialist who knows how to navigate the IRS maze, reach out to our firm and we’ll schedule a no-obligation confidential consultation to explain your options to permanently resolve your tax problem.

Consultation

{{cta(‘b89f8b26-3b62-4c62-8217-a1ae500082c5’)}}

  • Author
  • Recent Posts
Myrna Arroyo
Myrna Arroyo
Estate Planning Attorney at Progeny Law Firm
Myrna Arroyo graduated from Tulane University with an MBA/JD in May of 1995. Before starting her own law practice she practiced at several large law firms and has over 20 years of experience as a lawyer and entrepreneur. She currently focuses her law practice on helping families and business owners with estate planning, tax and Medicaid planning.
Myrna Arroyo
Latest posts by Myrna Arroyo (see all)
  • The IRS’ Annual Warning: The 2023 Dirty Dozen - May 23, 2023
  • The Joy in Joint Trusts - May 16, 2023
  • How Tax and Non-Tax Considerations Impact Estate Planning – Part II - May 9, 2023

Filed Under: Taxes

Primary Sidebar

Search

Blog Subscription

Location

Progeny Law Firm
4459 Bluebonnet Blvd
Bldg 1 Ste A,
Baton Rouge, LA 70809
Pakistan
Phone: 02254651090

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Footer

  • Facebook
  • Instagram
  • LinkedIn
  • Phone
  • RSS
  • YouTube
-logo

Attorney Advertisement

© 2023 American Academy of Estate Planning Attorneys, Inc.

Privacy policy | Disclaimer | Copyright 2023 | Progeny Law Firm | All Rights Reserved