Benefits of Working With a Local Tax Attorney in Newport Beach

Tax season can bring on a sense of dread for a lot of people, but there are qualified professionals whose job is to help you through the complexities of tax return preparation, tax law, filings, and payments. If you want to know what you can or can’t do regarding taxes, and what the IRS will allow, you want a tax attorney. They will review your tax or financial plans to advise on what is or is not legal. Our tax attorneys in Newport Beach will make sure that your plans and tax returns don’t violate the tax code.

Here are four benefits to working with a local tax attorney here in Newport Beach.

Benefit #1: Knowledge of California’s Tax System

While there are many benefits to living in the golden state, the tax system is not one of them. California’s income tax rates are the 10th highest by per capita and percentage of income, making them one of the highest in the 50 states. 

The other tax issue in California is that the state is known to aggressively audit and collect from residents and non-residents. 

With so many people struggling with a tax notice or issue, you may want to see a local tax attorney in Newport Beach who understands California’s tax system, the statute of limitations, and the appeal process to effectively guide you through the complicated process of an audit or collection matter.

Benefit #2: Meetings in Person, by Phone, or via Video Conference

For most people, taxes are an important but annoying interruption to daily life. So, you need a solution that matches your schedule and someone who can answer your questions whenever they come up.

When working with a local tax attorney in Newport Beach, you can meet in person, by phone, or via video conference. This allows you to choose the option that works best with your busy schedule. If you run your own business and have a lot of confusing tax documents, you can sit down with your tax lawyer in person and go through all of them together. 

Benefit #3: A Strong Network of IRS Contacts

A local tax attorney typically has a strong network of IRS contacts. The IRS is not known for its timely responses to matters. You can call them yourself but you’ll have to wait on hold for a significant amount of time before you can talk to someone.

Save yourself the trouble and use a Newport Beach local tax attorney instead. Their experience and contacts help them navigate quickly through any government bureaucracy to secure timely results for their clients. 

Benefit #4: Services Personalized to the Client’s Needs

No one tax return or tax matter is the same, so you can’t rely on boilerplate options to do the job correctly. Instead, work with a Newport Beach tax attorney so that they can personalize the service based on your needs.

A local tax attorney will meet and communicate with you to obtain a clear history of your tax matter and identify your needs, preferences, and goals. Then, they’ll start contacting tax agencies to get a run-down of your case history and status. The tax attorney will analyze all this data and present options and recommendations for the best course of action.

You get to decide with your tax attorney the right plan depending on your tax matters, and the attorney helps you resolve the tax controversy in the way most beneficial to you.

Newport Beach Tax Attorney Handles All Tax Issues

Mindy Meigs at James Casey Tax Law is a tax lawyer with 15 years of experience as a trial attorney for the IRS Office of Chief Counsel. She now represents taxpayers in all aspects of tax controversy and tax litigation and offers all the benefits listed in this article and more.

Handle your tax matters promptly and contact Newport Beach tax attorney Mindy Meigs today.