Everything You Should Know About a Tax Attorney Free Consultation

If you’re facing tax debt or other tax issues, you should consider a free consultation with a tax attorney. This is the first step toward freedom from the IRS and state tax agencies. You don’t have to muddle through tax debt alone – with an expert’s help, you can easily navigate your IRS notices and deal with your balance due. 

During a free consultation, you sit down with a tax pro and they help you through the nuances of your case. Still, it’s important to feel prepared before you have this meeting. It’s also important to make the most of this opportunity to ensure you hire the best professional for your unique needs. 

Key takeaways

• Free consultations – short initial consult with a tax attorney.
• Purpose – so the attorney can learn about your situation and you can learn about their services.
• How to optimize – be ready to explain your tax problems and prepare questions for the attorney.
• Risk-free – most attorneys offer a risk-free consultation so that you can make an informed decision before hiring them. 
• How to schedule – call the attorney or request an appointment online.

Why Free Tax Attorney Consultations Are Important

A free tax attorney consultation is the very first step you’ll take toward resolving your tax problems. You’ll learn about the tax resolution firm you’re considering, but you can also learn what to expect from the whole process. The more you know, the better you can prepare for dealing with the IRS or state tax agency. 

A free consultation gives you a chance to figure out if you feel comfortable working with the tax advisor you’re meeting with. Taxes are a delicate topic, and you must be able to speak candidly with your chosen tax professional. It can help you feel at ease with the legal team moving forward since you’ll know a little bit more about how they operate. 

Free Vs. Paid Tax Attorney Consultations

Know that there’s a difference between free and paid tax attorney consultations. Most of the time, a free consult is an entry-level meeting that ensures your tax problem would actually benefit from a tax attorney. 

For example, there are some cases that you can handle on your own by sending in a simple form–and in that case, you may not need an attorney. On the other end of the spectrum, there are very complicated cases that may demand services from an attorney with the right experience. Free consultations are also a chance for you to meet with a member of the team who may be handling your case, which helps you decide if they’re a good fit for your needs. 

In contrast, a paid consultation delves into your problem in-depth. Paid consults generally include a full financial analysis to find the best course of action for your specific situation, and a free consultation may be a prerequisite to a paid consultation. The price of a consultation varies, but it can range from $500 to $1200. That amount usually goes toward your total fees. 

Which to choose?

Neither type of consultation is better than the other – in fact, if you get a free consultation, you will still likely pay to receive the full financial analysis that you would pay for during a paid consultation, but only after you determine you want to move forward with that company. Free consultations are the best way to go if you’re feeling out a firm and trying to decide whether they’re a good fit for you. A paid consultation is helpful if you’re pretty sure you want to go with this specific company and want to know what their next steps would be.

Why Firms Offer Free Consultations with Tax Attorneys

Law firms actually have a lot of incentive to offer free tax attorney consultations. That’s because offering free consultations makes it easier for law firms to find the right clients – those who actually want their services and those who are a good fit for their skill set as a company. 

A free consultation can: 

• Lower the barrier of contact
• Help determine if a professional is needed for your case
• Help put potential clients at ease
• Ensure that the firm’s services are a good fit for the taxpayer’s needs

The Benefits of Getting a Free Tax Attorney Consultation

There are plenty of reasons to get a free tax attorney consultation. Of course, the biggest benefit is the personalized attention you get during the consultation. The team member who meets with you will take the time to get to know your situation and confirm that they will be able to handle your issue. 

In addition to one-on-one time discussing your taxes, a free tax law consultation gives you the opportunity to:

• Connect with a lawyer who might work on your case
• Get a professional opinion on how to handle your tax debt
• Understand the possible next steps, which could include a full investigation into your financial situation and tax situation to map out the various options

What to Expect During a Tax Attorney Free Consultation

Before you go into the consultation, know that the point of the consult is to get you comfortable with the firm and help both parties understand whether your tax problem is one that they can handle. 

During a free consultation, you may not be talking directly to the attorney who will be working your case. Depending on the firm you meet with, you may talk to someone who thoroughly understands the company, their service offerings, and the types of tax problems they can help with.

Here’s what usually happens during a free tax lawyer consultation:

1. They’ll ask you questions about your tax problem and discuss the tax amount that you owe or any other tax problems you’re having. 
2. They’ll get basic information about your financial details – specific details are generally reserved for the in-depth paid investigation process.
3. They’ll give you advice on how to continue next, which could be proceeding to a paid financial analysis or services, going to another firm (if this firm’s services don’t meet your needs), or even resolving the tax situation by yourself if the firm’s fees don’t justify the solution. 
4. They give you an opportunity to ask your questions and have them answered by a company representative. 

You should not expect a full financial analysis from a free consultation, since that generally doesn’t happen. A paid consultation includes a full financial analysis with tax transcripts and financial records included, which can inform the firm on the best way to handle your case. 

If this is the service that you need, then you may want to proceed straight to a paid consultation. Remember, they’re not mutually exclusive, though. It’s common to get a free consultation and then move to a paid consultation as the next step for financial analysis. 

Questions to Ask During a Tax Lawyer Free Consultation

During any free consultation, you’ll be given the opportunity to ask questions about your case and how the firm handles things. It’s certain that you’ll have questions, so why not find the answers before you move forward? 

Consider asking your tax lawyer the following questions during a consultation: 

Who will be working on my case?

It’s not a given that the person who consults with you will be the attorney who handles your case. You’ll usually meet with somebody who is familiar with the attorneys’ experience and can refer you to the right person after assessing the needs of your case. You can request to speak to somebody who would be likely to handle your case if that matters to you. 

Will I have a stable point of contact?

Ideally, you want a consistent point of contact in the tax firm. This doesn’t necessarily have to be the tax attorney who negotiates with the IRS or files forms for you. It simply needs to be someone who answers your calls and helps you stay connected with the tax agency.

What’s your experience with the IRS or state agency?

It’s important to know whether an agency has direct experience dealing with the IRS or state tax agency in the capacity that you need. That means you should ask if they’ve dealt with the same tax problem you have. If their experience is limited (or nonexistent), then it’s a red flag, and you should try to find a different tax firm. 

What are your success stories?

You want to know that a law firm’s clients are happy with their experience, right? Most law firms are happy to share their tax law success stories in the form of a case study. If a tax law firm isn’t happy to share success stories, then that’s a potential red flag. 

Are there any upfront costs and what is your fee structure like?

Getting free of IRS tax debt is worth a lot, but you need relief that fits within your budget. Ideally, a firm will offer transparent pricing that lets you know exactly what you are responsible for throughout this process.

Who works on your team and what are their qualifications?

Whether a firm only hires attorneys or hires attorneys, EAs, and CPAs, it’s helpful to know their educational background, how much time they’ve spent working in this field, and what specific experience they have with cases like yours.

Do You Need a Tax Attorney or a Tax Resolution Firm With Attorneys?

While there’s a lot of overlap between these two types of businesses, they do have slightly different areas of focus. Tax attorneys are crucial for those who are facing legal disputes, claims of tax fraud, and criminal charges, and attorneys can also represent you in the U.S. Tax Court. Resolution firms with attorneys take on cases that can be handled outside of a courtroom, including back taxes, aggressive collection efforts, and compliance issues. 

Tax resolution firms like W Tax Group also employ enrolled agents and CPAs in addition to tax attorneys, providing clients with a well-rounded variety of resources for their tax issues. If you are in a legal battle with the IRS or are up against fraud charges, you’ll need a tax attorney. If you are looking for a variety of tax debt relief options, you may benefit from a tax resolution firm.

Preparing for a Tax Lawyer Free Consultation

A free consultation doesn’t require much legwork from you beforehand, but it’s still good to be prepared. Before your consultation, make sure you know the following:

• What your tax problem is
• Which notices you’ve received from the IRS or state tax agency
• How much tax debt you owe
• What your monthly cash flow is based on your expenses and income

If you want to be extra-prepared, you can bring along copies of the tax notices that you’ve received, which will have detailed information on them that the tax professionals can use to review your case. 

That being said, it’s always good to ask the law firm beforehand what documentation they prefer to see during a free consultation. Each firm has its own preferences.

Red Flags to Look for During a Tax Attorney Free Consultation

If you see any of these red flags, they may be a sign that you should consider working with a different firm. In particular, you’ll see a lot of these issues if you reach out to the big nationwide firms. 

Hard Sales

Avoid law firms that use hard sales tactics. A firm’s goal should be to work with the right clients, e.g., ones that actually need that firm’s services. If a law firm is trying to push a hard sale on you and you’re not sure that you actually need the service, it’s a red flag. You should never work with a pushy law firm that makes you feel obligated to buy into their services. 

Vague Answers

You don’t want to deal with a company that’s vague and cannot provide concrete answers. If your consultation leaves you with more questions than you arrived with, it’s probably a red flag. You want to look for a firm that has compassionate attorneys who are good at explaining difficult concepts in layman’s terms. 

Lack of Experience

If a law firm doesn’t have experience dealing with tax debt and tax law, then that’s another red flag. You don’t want to trust your taxes and financial health with a firm that’s a jack-of-all-trades. Tax resolution is a complicated field, and it’s best to trust your tax issues to a lawyer who’s well-versed in the nuances of this section of the tax code. 

Not Novice-Friendly

You’re here because you’re not a tax expert, so why should the firm expect you to be one? It’s a red flag if you show up and they start selling you services without having a good explanation of why you need those services or what they entail. A good law firm will make you comfortable with the options and ensure that you understand everything that’s about to happen. 

Poor reviews or no online presence

Any company can pay for high rankings on search engines and social media, so seeing a company’s name everywhere isn’t a good enough reason to choose it. Check multiple sources for review, making sure to check sites that don’t allow business owners to delete reviews. To learn more about the team at the W Tax Group – check out our Google Business reviews.

On the other hand, if you look up a firm and they have no online presence, that may also be a red flag. While there are dependable local firms that rely solely on getting clients by word of mouth and local advertising, most reliable tax resolution firms have at least set up a website and claimed their Google listing.

Guarantees and unrealistic promises

There are no guarantees when working with the IRS. The decisions they make come down to the professional judgment of the agent assigned to your case or application, which is why you should take pause if a firm guarantees a positive resolution or promises to settle your tax debt for a mere fraction of what you owe. Anyone with real experience working with the IRS knows that these guarantees just aren’t reliable.

Requires a huge upfront payment

Handling your tax debt will cost some money, but you deserve to know what you’re paying for and why. If a company requires a huge payment before they’ll even talk to you to find out if they can help you, that may be a sign that it’s a money grab.

Get a Free Tax Attorney Consultation

If you’ve made it this far, you probably feel a lot more confident about handling your free tax attorney consultation.

Now it’s time to move forward with that free consultation and learn what W Tax Group can do for you. We’ll walk you through the services we offer and how we can help you make back taxes a distant dream. Just contact us at (877) 500-4930 or fill out the online contact form to get your free consultation today!

Frequently Asked Questions

What information can I expect to get during a free tax relief consultation?

During a free consultation, the person you meet with may get a general overview of your tax situation and anything you’ve done to try to resolve it. From there, they can tell you if their services are a good fit for you, what they may recommend, and even if you can handle your tax problem on your own.

Is a free consultation or a paid consultation better?

Both types of consultations have their place in the tax relief world. You may schedule a free consultation to see if a firm seems legitimate and trustworthy, and then schedule a follow-up paid consultation to delve deep into your taxes and finances for more personalized advice.

How should I prepare for a free tax relief consultation?

Consider getting copies of your most recent tax returns, notices from the IRS, and recent pay stubs. Whatever you can bring may provide more insight into your tax concerns.