Tampa Tax Attorneys

Our Attorneys Help Taxpayers in Tampa Resolve Issues with the IRS

Linda Julin McNamara
Attorney Linda Julin McNamara
Tampa Tax Team Lead
Former Deputy Chief, Appellate Division
Alice Campbell
Alice Campbell
Tampa Tax Team
Former Special Agent (IRS)

If you have run into issues with the Internal Revenue Service (IRS) or have questions about your (or your company’s) federal tax obligations, you are not alone. For most individuals and companies, complying with the Internal Revenue Code is far from straightforward, and getting the advice you need to ensure that you file accurate returns and pay what you owe can be challenging. As a result, tax law mistakes are common, and many individuals and companies find themselves in need of an experienced tax lawyer.

At Oberheiden P.C., we rely on extensive experience to provide cost-effective advice and representation to individual and corporate taxpayers in the Tampa Bay area. Our experienced tax law firm brings a wealth of experience to the table, and our team also includes consultants who were formerly Special Agents with IRS Criminal Investigation (IRS CI). Whether you are facing tax audits, tax litigation, or investigation, you need to resolve a filing error before it triggers scrutiny, or you need help because you cannot afford to pay the full amount of your IRS tax debt, our experienced tax lawyer can help you make informed and strategic decisions about your tax disputes while communicating with the IRS (or IRS CI) on your behalf.

Our IRS Tax Resolution Services

We provide comprehensive IRS tax resolution services to individuals, partnerships, limited liability companies, corporations, non-profit organizations, and other clients. This includes (but is not limited to) advising and representing clients in connection with:

  • IRS Audits – The IRS conducts hundreds of thousands of audits each year. With additional funding under the Inflation Reduction Act of 2022, the IRS is enhancing the scope of its auditing efforts, and it is increasing its reliance on artificial intelligence and other technologies to identify filing mistakes.
  • IRS Audit Appeals – For taxpayers who disagree with the outcome of their IRS audit, the next step is generally to file an IRS audit appeal. While some taxpayers can go directly to the United States Tax Court, many must first seek relief from the IRS’s Independent Office of Appeals. There are several grounds to challenge IRS audit determinations, and determining what grounds you can assert is the first step in the process.
  • IRS CI Investigations – IRS CI investigates suspected criminal violations of the Internal Revenue Code and other federal laws. Facing an investigation presents substantial risks; and, to avoid unnecessary consequences, targeted taxpayers must engage experienced defense counsel as soon as possible.
  • Criminal Tax Charges – IRS CI investigations can lead to a variety of federal criminal tax charges. Our Tampa tax attorneys defend individuals and organizations that are facing charges for tax evasion, tax fraud, money laundering, conspiracy, and other federal crimes. If you or your company is facing an indictment, or if you are currently facing charges, it is imperative that you speak with an experienced lawyer right away for criminal tax defense.
  • Offers in Compromise – Negotiating an Offer in Compromise with the IRS is one way to pay less than the full amount you owe. However, not all taxpayers are eligible, and even if you are eligible, you must prove your eligibility to the IRS. You must also know how to prepare an acceptable offer, and you must be prepared to work with the IRS effectively.
  • Penalty Abatement – While underreporting and underpayment can trigger immediate penalties, the IRS also administers a variety of penalty abatement programs. If you or your company is facing substantial penalties, our Tampa tax lawyers can determine what options you have available.
  • Tax Installment Agreements – Negotiating a tax installment agreement with the IRS provides the opportunity to pay your (or your company’s) tax debt over time without triggering tax levies, tax liens, or other collection action. Tax installment agreements can also be combined with Offers in Compromise and other forms of tax relief in appropriate cases.
  • Tax Payment Plans – A tax payment plan is similar to a tax installment agreement, but it is typically available in different circumstances. When you speak with a Tampa tax attorney at Oberheiden P.C., your attorney will help you consider all of your options so that you can make informed decisions about how to proceed.
  • Tax Levies and Tax Liens – Tax levies and tax liens can have immediate and long-term consequences beyond IRS enforcement. They can also impair your (or your company’s) access to financing and ability to sell encumbered property. If you are facing an IRS tax levy or tax lien, our attorneys can help mitigate the consequences and work with the IRS to work out a resolution that avoids further enforcement.
  • Voluntary Disclosures – Disclosing a violation under IRS CI’s Voluntary Disclosure Practice is one option (among others) for proactively resolving tax controversies without facing an audit or investigation. However, submitting a voluntary disclosure presents risks of its own, so a careful approach is required. 

Along with these federal tax matters, our Tampa tax lawyers represent clients in connection with credit claim withdrawals, streamlined filing compliance, and a wide range of other matters as well. If you have any questions or concerns about your (or your company’s) federal tax liability or facing scrutiny from the IRS or IRS CI, we invite you to arrange a complimentary initial consultation.

Put our highly experienced team on your side

Dr. Nick Oberheiden
Dr. Nick Oberheiden

Founder

Attorney-at-Law

Lynette S. Byrd
Lynette S. Byrd

Former DOJ Trial Attorney

Partner

Brian J. Kuester
Brian J. Kuester

Former U.S. Attorney

Kevin McCarthy
Hon. Kevin McCarthy

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

Government Consultant

Mike Pompeo
Mike Pompeo

Of Counsel

Former U.S. Secretary of State

John W. Sellers
John W. Sellers

Former Senior DOJ Trial Attorney

Linda Julin McNamara
Linda Julin McNamara

Federal Appeals Attorney

Nicholas B. Johnson
Nicholas B. Johnson

Former Prosecutor

Roger Bach
Roger Bach

Former Special Agent (DOJ)

Chris Quick
Chris J. Quick

Former Special Agent (FBI & IRS-CI)

Michael S. Koslow
Michael S. Koslow

Former Supervisory Special Agent (DOD-OIG)

Ray Yuen
Ray Yuen

Former Supervisory Special Agent (FBI)

Common Issues in IRS Audits and IRS CI Investigations

Federal tax controversies can involve a wide range of issues; and, for taxpayers who are at risk for enforcement, an informed, strategic, and custom-tailored approach is key. We represent individuals and organizations in connection with all types of federal tax controversies, including (but not limited to) those involving:

  • Cryptocurrency tax evasion and tax fraud
  • Gaming income tax evasion and tax fraud
  • Payroll tax fraud (including trust fund violations)
  • Employee Retention Credit (ERC) fraud
  • Payroll Protection Program (PPP) fraud
  • Abusive tax shelters and tax evasion schemes
  • Fraudulent expenses, credits, and deductions
  • Offshore account and foreign financial asset disclosure violations
  • Spousal tax evasion and tax fraud
  • Tax preparer fraud and tax fraud promotion schemes

As noncompliance with the Internal Revenue Code, Bank Secrecy Act, Foreign Account Tax Compliance Act (FATCA), and other federal statutes can trigger substantial liability (and criminal prosecution in some cases), individuals and organizations that have concerns about compliance cannot afford to take unnecessary risks. Once you get in touch, we will arrange for you to speak with one of our senior lawyers in confidence as soon as possible, and we will provide you with the advice and strategic insights you need to make informed decisions about your next steps.

FAQs: Hiring an Attorney to Deal with the IRS in Tampa

What Should I Do if I Underreported My Income to the IRS?

If you underreported your income to the IRS, the steps you need to take next depend on your individual circumstances. While you may simply need to file an amended return, this could be risky if it is likely to trigger allegations of attempted tax evasion or tax fraud from the IRS. The options you have available also depend on whether the IRS (or IRS CI) is already looking into your filing history. Our Tampa tax lawyers can help you decide what to do.

What Are the Penalties for Submitting a False Tax Return to the IRS?

The penalties for submitting a false tax return to the IRS also depend on the circumstances involved. The IRS imposes an accuracy-related penalty for underpayments that can be up to 20% of the amount owed. Interest also begins to accrue on past-due tax liability immediately. If your underpayment leads to allegations of intentional tax evasion, you could face a fine of up to $100,000 ($500,000 in the case of a corporation) and five years of federal imprisonment.

Why Am I Being Audited By the IRS?

The IRS initiates audits based on both random selection and specific compliance-related concerns. If you are facing an audit, figuring out why will be an important step toward making informed decisions about your defense.

How Should I Respond to a Target Letter or Subpoena from IRS CI?

If you have received a target letter or subpoena from IRS CI, you should seek legal representation immediately. IRS CI investigations suspected criminal violations of the Internal Revenue Code and other federal statutes, and its investigations can lead to multiple charges that carry both fines and prison time.

When Do I Need a Tampa Tax Attorney to Deal with the IRS?

We recommend that you consult with a Tampa tax Lawyer any time you hear from the IRS outside of the ordinary course or you have concerns about federal tax compliance. At Oberheiden P.C., we provide complimentary initial consultations, and we can help you understand whether you need legal representation.


Schedule a Free and Confidential Consultation with a Tampa Tax Lawyer at Oberheiden P.C.

If you would like to speak with one of our senior attorneys about how we can help you deal with the IRS or IRS CI, we invite you to get in touch. To schedule a free and confidential consultation with a Tampa, FL tax attorney at Oberheiden P.C., please call 813-322-6783 or contact us confidentially online today.

Why Clients Trust Oberheiden P.C.

  • 2,000+ Cases Won
  • Available Nights & Weekends
  • Experienced Trial Attorneys
  • Former Department of Justice Trial Attorney
  • Former Federal Prosecutors, U.S. Attorney’s Office
  • Former Agents from FBI, OIG, DEA
  • Serving Clients Nationwide
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