What Services Should Taxpayers Be Aware of?

What Services Should Taxpayers Be Aware of?
Zachary J. Montgomery JD, CPA, CFE
Written By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Published On: 
March 13, 2023

The U.S. federal tax system is complex and ever-changing. With the right guidance, you can take advantage of the many legal services available to taxpayers that can help you save money and stay compliant with the law. In this blog post, we’ll take a look at five essential services all taxpayers should know about.

Tax Planning & Preparation

Tax planning and preparation is one of the most important legal services that every taxpayer should be aware of. A qualified tax professional will help you plan for your taxes in advance to maximize your deductions and minimize your tax burden. When it comes time to file your taxes, they can also provide assistance with filing paperwork, ensuring accuracy and timely filings.

Small Business Accounting

For small business owners, having an experienced accountant or bookkeeper on hand to handle all aspects of accounting is invaluable. They will keep track of expenses, accounts receivable, payroll processing, and more so that you have accurate financial records for taxation purposes. This can also help you save money by taking advantage of tax credits or deductions for which you may be eligible as a small business owner.

Estate Planning

Estate planning involves creating a comprehensive plan for how assets are distributed upon death or incapacitation. It typically includes the creation of wills, trusts, powers of attorney, and other legal instruments that ensure your assets are distributed according to your wishes. Estate planning is especially important if there are minor children involved as it ensures they will be taken care of after their parents pass away. Additionally, a comprehensive estate plan should also account for federal gift and estate taxes that taxpayers may owe.

Audit Representation Services

When dealing with IRS audits or other disputes with the government over taxes due, it’s essential to have an experienced lawyer who specializes in tax law on your side. A tax attorney will review all relevant documents related to the audit or dispute and represent you in front of government auditors or courts, if necessary, to seek a favorable outcome for you and/or your business entity.

Tax Resolution Services

If you find yourself owing back taxes due to mistakes made on prior returns or from unpaid taxes related to prior tax years, then tax resolution services can help resolve these issues without facing severe penalties from the IRS such as liens and/or levies against your property. A qualified lawyer specializing in taxation matters can negotiate on your behalf with the IRS in order to come up with a payment plan (i.e., installment agreement) or settlement (i.e., Offer in Compromise) that works best for you.


As a taxpayer, it’s important to be aware of the various legal services available to you in order to maximize savings while staying compliant with state and federal laws pertaining to taxation matters. This includes seeking out specialists such as attorneys who specialize in taxation matters when dealing with more complex issues such as audits or disputes with government entities over taxes owed. By being proactive when it comes to understanding these services and taking advantage when necessary, taxpayers can ensure they get the most out of their hard earned money while maintaining compliance with tax laws every step of the way.

Contact Provident Legal Counsel today to discuss your case and legal options. Schedule a Consultation or call (214) 432-6100.

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Zachary J. Montgomery JD, CPA, CFE
Written By: Zachary J. Montgomery, JD, CPA, CFE
Managing Member
Published On: 
July 5, 2023
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