Top Questions to Ask When Looking For a Tax Attorney

If you are in a situation where you feel a tax attorney is needed, you will want to be sure to take proactive steps to ensure that you are hiring a qualified tax attorney to assist you. There is plenty to consider when you are looking to hire one. Below, we will be going over some of the major questions to ask when looking for a tax attorney.

Questions To Ask a Tax Attorney Prior To Hire:

  1. How Often Do You Handle Tax Problems?

This is perhaps one of the most important questions to ask a potential tax attorney hire. You want to find a tax attorney that specializes in solving tax issues. A dedicated tax controversy practice is going to be much better suited to handle cases within the same specialization. They will be the experts that you will want to go to and count on when it comes to tax complications. You don’t want to hire an attorney that infrequently handles these cases because they are simply not going to be as prepared as someone dedicated to handling tax issues. Thus, you want their primary focus to be on handling tax cases.

  1. Exactly Who Will Be Working On My Case?

Another critical question to ask is who is going to be working on your case. This is particularly important if you are dealing with a large firm. Typically, you are not going to be dealing with the person doing your consultation. For this reason, you will want to be sure that you are fully aware of who is going to be working with you directly and handling your case on a daily basis. This will allow you to really be able to get a good idea on whether or not you are going to get the best representation with the firm that you are considering or if you need to find someone more reputable to work with you on your case consistently.

Ideally, the firm you end up selecting will not delegate your casework to someone else in the firm that is less experienced. You want to figure out if the people who will be working on your case within the firm will be Certified Public Accountants (CPA) or Enrolled Agent’s (EA).

  1. How Long Has Your Firm Been In Business?

This is another important question that you are going to want to directly ask. While you could get a good idea on the answer to this on your own, you will want to see exactly how much experience the attorney has and how long their firm has been in business assisting clients like yourself.

  1. How Do You Bill For Your Services and How Much?

Whenever you are looking at hiring any sort of attorney, you want to get specifics on the billing aspect. You want to consider how the fees will add up and what you could expect to pay if you were to hire them. You will want to figure out if they have an hourly rate or a flat rate. Also, you will want to look into if they require an initial retainer and how large it may be. Also, you will want to look to see if they charge additional fees for administrative costs and how much they would estimate to be. Figuring the answers to all of these questions is crucial to determining what kind of value you are getting for your money and to do a thorough cost comparison with the other tax firms that might be available to hire.

  1. Can You Assist Me?

You will also want to directly ask them whether or not they will be able to assist you with your case and how they would go about doing so. You want to figure out if they are fully qualified to handle a case like yours and whether or not they have a plan of action that can give you a good amount of trust and peace of mind.

  1. How Will You Keep Me Updated?

Another important question to ask is how the attorney plans to keep you updated on the case. It is a very important question to ask because you want to be sure that you are hiring a tax attorney that is going to be both willing and able to provide you with consistent updates regarding your case. The attorneys that are not reputable are typically very poor with their communication with their respective clients. Therefore, you want to be sure that the attorney that you are hiring is going to be upfront and clear with their communication standards and see whether or not it is enough to satisfy you.

  1. Do You Practice Other Areas Of Law?

Another thing that you might consider asking is whether or not they practice other areas of law. This is a good question to ask a potential hire because you want to see whether or not they might be taking on more than they can handle. Also, this might be beneficial for you if your tax case overlaps with other areas.

  1. Do You Have Time To Take On My Case?

You want to be certain that the tax attorney you are hiring to take on your case is not taking on too many cases at once. No matter how experienced a tax attorney is, if they are taking on way too many clients and cases at a single time, your case is likely to be delegated to lesser experienced attorneys or individuals in the firm. Because of this, you want to be sure that the firm you are hiring has the dedicated and experienced personnel to take on a case of your size.

Overall, there is a lot that you are going to want to look at when you are trying to figure out which tax attorney to hire. By asking the questions above, you should be able to narrow down the available options to choose from and pick the right one for your specific case.

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