Get The Tax Planning Help You Need

When facing an audit or planning for transferring your assets, you will need to deal with a number of challenges and complications. Overzealous IRS agents and complicated tax loopholes can be extremely difficult for someone without legal training and expertise in this area of law. It is important to work with a legal team that can provide you the counsel and representation you need.

At Dubin & Balistreri, Ltd., our firm has been representing Wisconsin clients in a wide range of tax matters for more than 50 years. Our Milwaukee tax planning lawyers have the knowledge and experience to help clients through the gray areas and complications involved with tax planning, audits, litigation and other tax matters.

We provide sound legal counsel and representation for tax matters that include:

  • Tax planning: We provide sound strategies for estate planning, estate administration, inter vivos gifting, charitable donations and other taxable transactions to help clients minimize tax consequences and transfer assets as efficiently as possible.
  • Audits: We represent clients through all aspects of their audits from the IRS, including audit preparation, file organization, negotiations with the IRS and representations at hearings.
  • Tax-related litigation: Although IRS agents generally prefer to settle cases rather than litigate, there are times when the IRS will file suits against taxpayers. Our attorney provides solid defense against IRS claims in litigation.
  • Counsel for a variety of tax-related matters: There are many issues facing taxpayers that require sound legal counsel. We help clients understand their complicated 401(k)s, IRAs and other retirement plans, investments, gifting plans and other taxable events.

There are so many complex legal details and specific processes involved with tax planning and audits. IRS agents can be overzealous and overbearing when they are dealing with individuals, but they are much more reasonable when working with experienced tax attorneys.

We can help you understand your rights and options, and walk you through your legal matter every step of the way, to help you make sure you get the bests results possible.

Contact A Milwaukee East Side Tax Audit Lawyer From Dubin & Balistreri, Ltd.

To schedule your free initial consultation with an experienced tax attorney from our firm, call 414-219-0921 or contact us online.