Florida Tax Attorneys

Experienced Tax Attorneys Representing Individuals and Companies Throughout Florida

Individuals and companies in Florida must pay federal tax on their worldwide income from all sources, according to the Florida tax law. All taxpayers must also disclose their qualifying foreign holdings to the IRS tax audit, and companies must consistently meet their federal payroll tax liability obligations on an ongoing basis. Failure to comply with any applicable provision of the Internal Revenue Code (or other federal tax law) can create exposure to substantial penalties—including criminal penalties in some cases. As a result, effective legal representation for tax law matters is critical, and anyone who needs advice on how to deal with the IRS should consult with an experienced Florida tax lawyer promptly.

At Oberheiden P.C., our Florida sales tax attorney represent individual and corporate taxpayers in all IRS-related matters. With experience that includes serving as Special Agents with IRS Criminal Investigation (IRS CI) and white-collar prosecutors with the U.S. Department of Justice (DOJ), our team is well-equipped to provide strategic, custom-tailored, and forward-thinking representation. Whether you have questions about responding to an IRS audit, filing an audit appeal, facing criminal tax fraud allegations, or taking proactive steps to mitigate your (or your company’s) potential liability, our experienced tax attorney and consultants can provide the advice and insights you need to move forward with confidence.

How Can We Help You?

In our Florida department, we are prepared to provide immediate representation for all federal tax matters involving the Internal Revenue Service, IRS CI, and DOJ. If you are facing an audit or investigation, we can intervene in the process and start steering it toward a favorable resolution. If you need to file an appeal or defend against federal tax fraud or tax evasion charges, we can litigate your (or your company’s) case on your behalf. If you need to resolve a filing error before it triggers federal scrutiny, we can help you thoroughly evaluate your options and quickly decide how best to move forward.

We regularly assist individual and corporate taxpayers in Florida and nationwide with matters including:

Federal Income Tax Audits

Federal income tax audits can expose individual and corporate taxpayers to liability for back taxes, interest, and a variety of IRS-imposed penalties. When conducting audits, the IRS can look back several years, and it can (and will) comprehensively examine taxpayers’ returns and supporting documentation for any and all evidence of non-compliance.

We represent taxpayers during correspondence audits, office audits, and field audits in Florida. Whether you are communicating with the IRS remotely or revenue agents are visiting your offices, it is imperative to execute an informed defense strategy for complex tax laws—as all IRS audits present the same risks regardless of the specific processes and procedures involved. Our Florida tax attorneys can oversee the entire process, communicate with revenue agents on your behalf, and help steer your (or your company’s) audit toward a favorable resolution.

Federal Payroll Tax Audits

We provide experienced legal representation for federal payroll tax audits as well. Like income tax audits, payroll tax audits can target a variety of issues, and they can also lead to a variety of penalties. This includes not only penalties imposed at the entity level, but also penalties imposed against individuals accused of participating directly in payroll tax violations.

If your company is facing a federal payroll tax audit in Florida, our lawyers and consultants can use their experience to help prevent unnecessary consequences. We can challenge any flawed assumptions and methodologies during the audit process, use your company’s available documentation to demonstrate compliance, and work with the IRS to minimize any liability as necessary.

IRS Audit Appeals

In many cases, individuals and companies that have undergone an IRS audit will find themselves needing to file an appeal. If you disagree with the IRS’s determination of your (or your company’s) liability, our Florida tax lawyers can assess the viability of filing a successful appeal and then take appropriate legal action on your (or your company’s) behalf.

Depending on the circumstances, filing an IRS audit appeal may involve dealing with the IRS’s Independent Office of Appeals or litigating your appeal in the U.S. Tax Court. Whatever it takes, we can use our experience to help ensure an accurate determination and prevent the imposition of unwarranted liability.

IRS CI Target Letters, Search Warrants, and Subpoenas

IRS CI investigates cases of suspected tax fraud, tax evasion, and other white-collar crimes. If you have received a target letter, search warrant, or subpoena from IRS CI, it is important that you engage an experienced Florida tax attorney immediately. With our experience on both sides of IRS CI investigations, we can advise you strategically and work with IRS CI effectively on your behalf that won’t hurt your bank accounts.

While IRS CI investigations can lead to criminal charges, it is also possible to resolve these investigations without formal legal action in many cases. After assessing your (or your company’s) risk, our lawyers and consultants will work closely with you to assess your options, build a targeted defense strategy, and seek a favorable resolution that avoids a criminal indictment.

Grand Jury Subpoenas Involving Tax Evasion and Tax Fraud

If IRS CI decides to pursue a criminal indictment as the result of an investigation, it will work with the DOJ to issue a grand jury subpoena. If you have received a federal grand jury subpoena, it is critical that you engage with experienced Florida tax lawyers immediately in this scenario as well. Once a grand jury subpoena has been issued, time is of the essence, and you must begin preparing immediately to avoid an indictment if at all possible.

Federal Criminal Tax Litigation

If you are unable to avoid an indictment, you will need to litigate your federal tax fraud or tax evasion case in U.S. District Court. Our former DOJ prosecutors have extensive experience on both sides of federal criminal tax litigation, and we can use this experience to build and execute a strategic defense. We will work to resolve your (or your company’s) case favorably before trial if possible, and we will rely on our experience and the testimony of trusted experts to defend you (or your company) at trial if necessary.

Federal Tax Relief and Resolutions

Along with helping clients resolve federal tax controversies, we also help our clients avoid federal tax controversies when possible. There are a variety of options for seeking federal tax relief and resolving federal tax issues before you face an audit or investigation. Some examples of these options include:

• Offers in Compromise
• Penalty Abatement (or Penalty Relief)
• Tax Installment Agreements
• Streamlined Filings
• Voluntary Disclosures

Whether you need to seek back tax relief, need help with tax planning, or you need to resolve a filing error before it triggers scrutiny from the IRS or IRS CI, a Florida tax attorney at Oberheiden P.C. can help. You can learn about your options during a complimentary initial consultation, and then you can use this information to decide what to do next.

Put our highly experienced team on your side

Dr. Nick Oberheiden

Founder

Attorney-at-Law

Lynette S. Byrd

Former DOJ Trial Attorney

Partner

Brian J. Kuester

Former U.S. Attorney

Hon. Kevin McCarthy

55th Speaker, U.S. House of Representatives (ret.)

Government Consultant

Mike Pompeo

Of Counsel

Former U.S. Secretary of State

John W. Sellers

Former Senior DOJ Trial Attorney

Linda Julin McNamara

Federal Appeals Attorney

Nicholas B. Johnson

Former Prosecutor

Roger Bach

Former Special Agent (DOJ)

Chris J. Quick

Former Special Agent (FBI & IRS-CI)

Michael S. Koslow

Former Supervisory Special Agent (DOD-OIG)

Ray Yuen

Former Supervisory Special Agent (FBI)

FAQs: Resolving Federal Tax Issues Without Unnecessary Liability

Schedule a Complimentary Consultation with a Florida Tax Lawyer Today

If you would like to speak with a Florida tax or IRS attorney at Oberheiden P.C., we encourage you to contact us for a complimentary consultation. To schedule an appointment at our law firm as soon as possible, please call 888-680-1745 or tell us how we can get in touch online now.