What Happens at Your First Meeting with a Tax Attorney
Your first meeting with a tax attorney should answer one question: what are my options and what do they cost?
A good first meeting does three things: reviews your IRS transcripts, assesses your financial situation, and identifies your resolution options with realistic expectations about cost and timeline.
Bring everything you have: IRS notices, prior tax returns, a rough idea of your current income and expenses. If you have IRS transcripts, bring those. If you don't, any competent tax attorney can pull them with your authorization.
What You Should Walk Away With
After the first meeting, you should know: how much you actually owe (not what the IRS says you owe — often different), what resolution options are available, which option is likely to cost you the least, and what the attorney's fees will be. If you leave a consultation without clear answers to these questions, find a different attorney.
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