Meeting with a California Tax Lawyer? Ask Him These 4 Questions

Your California tax lawyer is the only protection you’ve got against the big, scary IRS. These 4 questions will prove if he’s up to the job.

Before you agree to have a a href=””>California tax lawyer represent you, you need to sit down with him for a free consultation. But instead of talking just about your case, you also need to get the answers to these 4 questions:

1. “How skilled are you at negotiating?”
No matter what kind of issue you’re dealing with, you need a tax lawyer who isn’t afraid to sit down and talk with the IRS. In fact, that may be your only shot at avoiding huge financial penalties or jail time!
However, you need a California tax lawyer that’s more than just a smooth talker. You need someone who has plenty of substance to stand behind all of that style. If you meet an Orange County tax lawyer who talks a good game — but doesn’t seem to have a lot of facts and figures on his side — keep looking. The IRS isn’t going to be impressed or intimidated by great verbal skills. Instead, they’re looking for someone who can make a relevant argument and genuine concessions.

2. “What do you know about state and local taxes?”
Here in California, we don’t just have federal taxes to worry about. We’ve also got a slew of state and local tax obligations! Your San Francisco tax lawyer isn’t a whole lot of help to you if he doesn’t know all of the ins and outs of the tax codes in Marin County. Sure, you may not wind up in trouble with the IRS, but you’ll wind up in trouble with your local officials — and that’s a hassle you don’t need!
Bottom line — when you hire a California tax lawyer, you need to make sure he’s an expert at all levels. If he’s not, he’s not the right lawyer for you.

3. “How good are you at preventing problems?”
A truly successful Orange County tax lawyer doesn’t wait for problems to pop up and then swoop in to solve them. Instead, he comes up with a plan to keep you out of trouble in the first place! Whether you’re just starting up a new business, getting married, or getting ready to retire, you should be able to count on your California tax lawyer to show you the ropes without any risk of raising any red flags.

4. “How organized are you?”
A good San Francisco tax lawyer will probably have other offices around the state. However, he’ll be organized enough to balance them all without making anyone feel slighted. If your tax lawyer seems flustered with all of the problems from the other office, he’s not right for you!

Want someone who has all of the right answers? You’ll find him at!

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