A COLLABORATIVE RESOURCE FOR COMPLEX CLIENT MATTERS
Accountants, financial advisors, attorneys, and other professionals frequently encounter client matters that require focused legal analysis or the involvement of tax counsel. Access to a collaborative attorney can help the advisory team identify legal issues, evaluate available options, and provide more coordinated guidance.
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Dobson Tax Law works alongside professional advisors to address federal tax, business-structuring, tax controversy, and estate-planning issues. The Firm can provide behind-the-scenes consultation or work directly with the client as part of the existing advisory team, depending on the needs of the engagement.
PROFESSIONAL ADVISOR SUPPORT MAY INCLUDE
• Federal tax research and technical analysis
• Written tax opinions and legal memoranda
• Entity-selection and federal tax-classification analysis
• Business formation and restructuring support
• Analysis of partnership, S corporation, and C corporation issues
• Review of significant transactions and proposed tax positions
• Tax controversy and procedural guidance
• Review of IRS and state tax notices
• Support during examinations and administrative appeals
• Business-ownership and succession considerations
• Estate and gift-tax considerations
• Issue identification for complex client matters
• Consultations with accountants, attorneys, and financial advisors
• Coordination of legal, tax, and financial recommendations
WHEN OUTSIDE TAX COUNSEL MAY HELP
Consider involving outside tax counsel when:
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• A client matter presents an unresolved federal tax question
• A proposed transaction requires legal analysis before implementation
• A client receives an audit, examination, or collection notice
• A reporting position involves significant uncertainty or potential exposure
• Multiple entities, owners, or advisors are involved
• A written legal opinion or memorandum would be beneficial
• Business and estate-planning objectives intersect
• A client needs legal counsel without replacing the existing advisory team
• Additional support would help move a complex matter forward
Early collaboration can help the advisory team identify significant issues, clarify professional responsibilities, and coordinate recommendations before decisions are implemented.
THE FIRM'S APPROACH
COLLABORATIVE COUNSEL WITHOUT COMPETING FOR THE CLIENT
Dobson Tax Law respects the relationships professional advisors have established with their clients. The Firm’s role is to provide focused legal and tax support while preserving the advisor’s position as a valued member of the client’s professional team.
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At the beginning of each engagement, the Firm works with the referring professional and client to define the legal issues, scope of services, communication process, and respective responsibilities. Recommendations are explained clearly and, when appropriate, coordinated with the professionals responsible for accounting, tax-return preparation, financial planning, or implementation.