Tax Controversies

Spencer Law Firm LLC is available to assist accountants, other attorneys, individual taxpayers, and business owners in state or federal tax disputes.

If you are subject to an IRS inquiry or audit, we can assist you in preparing an appropriate response. When tax litigation is unavoidable, we can assist you in preparing your case. If you wish to settle an existing tax dispute, we will seek to negotiate a settlement with the IRS or municipal tax authority that may offer you beneficial terms in regard to reduced penalties or interest.

Legal Representation on Tax Matters

  • Internal Revenue Service (audit, appeals, computations and collections)
  • Tax Court
  • U.S. District Court
  • State taxing authorities

Estate and Gift Taxes, Especially Matters Involving Difficult-to-Value Assets:

  • Interests in closely held businesses
  • Partnerships
  • Limited liability companies
  • Buy-Sell agreements
  • Real estate

Family Limited Partnership Issues and Strategies

  • Challenging IRS audits
  • Valuation discounts
  • Formula valuation clauses

Qualified Retirement Plan Issues

  • Pension and profit sharing
  • 401 (K) plans
  • Employee stock ownership plans (ESOP)
  • Qualified stock option plans
  • IRAs (traditional and Roth)

General Personal Income Tax Issues

  • Audit representation
  • Fiduciary income tax issues
  • General business tax (income, sales, realty transfer, capital stock tax)

SLF's clients include accountants, individuals, corporations, partnerships, trusts and estates, governmental agencies and tax-exempt organizations. Ms. Spencer continuously monitors proposed changes in state and federal tax laws for purposes of both compliance and tax planning.

In addition to being a respected author on trust and estate matters, Ms. Spencer is a frequent speaker at the local, regional, and state level.

To learn more about tax litigation services available from Patti S. Spencer, please read contact the firm today. Call 866.639.5451.