When do I need a tax attorney or a tax lawyer?

You may need a tax attorney or a tax lawyer if:

1. You have committed tax fraud, also known as tax evasion;
2. The IRS has served a summons on your bank to produce tax records or other documents;
3. You have a tax problem including a tax audit by the IRS, or a tax audit by the California Franchise Tax Board (FTB), California Employment Development Department (EDD), or the California Board of Equalization (SBE or BOE);
4. You have a large tax debt due to the Internal Revenue Service, and you are interested in obtaining tax debt relief such as an offer in compromise (OIC), or perhaps an installment agreement;
5. You have unreported offshore bank accounts, or other foreign financial accounts;
6. You haven't filed foreign bank account reports (FBARs) with the IRS;
7. You are planning a major financial transaction such as buying or selling a business;
8. The IRS or EDD claims that your workers are employees, and not independent contractors; or
9. You have any type of major tax problem.