Do I Need a Tax Attorney or a CPA?
Not every tax problem needs a lawyer. Here is how to tell the difference.
You probably need a CPA if: you need to file back returns, you have a simple audit, or you need help setting up a streamlined installment agreement for under $50,000.
You probably need a tax attorney if: the IRS is threatening criminal prosecution, a Revenue Officer is assigned to your case, you're facing the Trust Fund Recovery Penalty, you need to go to Tax Court, you're pursuing an Offer in Compromise with complex finances, or your spouse's tax problem has become yours.
You might not need either if: you owe less than $50,000, can afford monthly payments, and just need to set up a streamlined installment agreement. You can do this yourself on IRS.gov.
Not sure where you fall? Schedule a free consultation. I'll tell you honestly whether you need a lawyer, a CPA, or neither.