Navigating Tax Administrative Red Tape: The Vital Role of Tax Controversy Professionals

Working with Federal and State tax agencies can be a challenging and scary experience. Whether you are facing an income tax audit, disputing an adverse determination, dealing with a criminal  investigation, or trying to determine how to pay a tax liability, a tax controversy professional can make the experience less daunting and increase your chances for a more favorable outcome. In this article, we will explore the importance of tax controversies, situations that warrant concern, and how a tax controversy professional can protect your interests while navigating the ever changing legal complexities and administrative procedures (RED tape).

What is Tax Controversy?

Tax controversies involve any situation where a Taxpayer may have to interact directly with a federal or state government taxing agency, such as the IRS. These dealings range from submission of previously non-filed returns to dealing with criminal charges related to tax evasion. However, it doesn’t include the process of submitting your regular tax return for the current year, which is known as tax compliance. The matters involved include, but are not limited to, responding to agency inquiries for substantiation of income or expenses, disputing penalty assertions or assessments, submission of late returns, appealing an adverse decision administratively or through the Court systems, and navigating the various payment alternatives available for outstanding liabilities.  

Why Seek a Controversy Specialist?

Dealing with Tax Agencies can be an overwhelming task. With all the red tape, different legal and procedural interpretations of the respective agency representatives, and complicated laws, it is easy to get lost, frustrated, and overwhelmed to the point where you just give up. Hiring a controversy specialist offers guidance, comfort and acts as a buffer between you and the agency’s representative. A seasoned professional increases the likelihood of a favorable outcome by skillfully presenting your case in the best light possible and allows you to focus on yourself, your family, and your work. 

When to Seek Assistance from a Tax Controversy Specialist

According to Michael A. Raiken, CPA, Esq., Partner in Charge of Tax Controversy at Adeptus Partners, it is prudent to consult a qualified professional that specializes in this area when:

1. You have not filed a tax return for a year or more.
2. You failed to report a significant amount of income on your return for a year or more.
3. You receive a letter from a tax agency.
4. You have an outstanding liability with a state or the IRS.
5. You have been assessed a penalty, or there is a possibility of one being asserted.
6. You have been notified or you suspect that a Tax Agency has begun forced collection actions, such as a lien or levy.

How Can a Tax Controversy Professional Help?

A tax controversy specialist, which includes an enrolled agent, a Certified Public Accountant, or an Attorney can provide invaluable assistance in resolving tax disputes through various methods, such as negotiations with the agency. They can help you understand your options and represent you in dealing with tax authorities. Their expertise in complex and ever-changing tax laws enables them to navigate the intricacies of audits, appeals, and confusing tax codes on your behalf.

Meet Michael A. Raiken, CPA, Esq.: Your Trusted Tax Controversy Specialist:

Leveraging his 16 years of experience as a revenue agent and litigation attorney, Michael A. Raiken, Partner of Tax Controversy at Adeptus, is well-equipped to guide clients through the bureaucratic challenges of federal and state tax agencies. His expertise encompasses various areas, including late income tax filings, governmental inquiries and examinations, income tax collection matters, and ensuring accurate reporting of complex tax transactions to minimize tax exposure.

Michael’s reputation in handling cases that are lengthy, stressful, and expensive is exemplary. For example, he assumed responsibility for a case from the Taxpayer and other professionals who weren’t specialized in tax controversy. This case had been pending for two (2) years. However, in less than seven (7) months of taking over, Michael managed to reduce the original proposed liability by 75%.

Adeptus Resources:

If you find yourself facing a tax controversy, do not navigate the complexities alone. Contact us today to benefit from our tax controversy services.

At Adeptus, we provide personalized service to our clients, especially on urgent cases that are time-sensitive, and we strategize to minimize any damages to the client.