Properly preparing for a consultation with a tax attorney will help to ensure that your meeting is as productive as possible.
Going to your appointment unprepared can be wasteful, as any time spent getting your attorney up to speed on your legal matters is time not spent working on your case.
Speed up the information-gathering process and make it easier for your tax lawyer to get straight to work solving your legal problem by following three simple steps.
Step 1: Gather All Relevant Documents
Your tax attorney may or may not ask you to bring written documentation to your consultation. However, bringing copies of all paperwork relevant to your situation can be helpful.
You don’t need to carry along boxes full of papers and receipts, however. Just bring any documents that you believe your lawyer needs to understand your situation. This may include tax returns, financial statements and tax-related personal records, as well as any correspondence with the IRS or other tax authorities.
Step 2: Diagram Your Relationships
Your tax attorney won’t have a clear picture of your business and personal relationships until you provide one.
Draw a diagram of your relationships, identifying the parties involved and their affiliations or ties to your tax situation. This may involve family members, business partners, investors, etc.
Make a detailed and organized diagram so that your tax attorney won’t have to spend valuable time trying to figure out your relationships.
Step 3: Prepare a List of Questions
Anyone facing a tax problem will have lots of questions for their lawyer, but remembering all those questions during your consultation can be a challenge. Often, clients leave their appointments only to get home and realize they forgot to bring up a critical issue.
To prevent that from happening, write up a list of questions before going to your tax attorney consultation.
Standard are questions about the lawyer’s experience with the local tax courts and in dealing with similar problems. But you’ll also want to know how the lawyer plans on handling your particular situation.
Are you in need of expert tax assistance? Whether you’re being audited, you owe back taxes or have another tax-related legal problem, Eric Froisland has the knowledge and experience to provide the professional help you need. Contact the Froisland Law Firm in Salt Lake City, Utah, to schedule a tax attorney consultation today.