Comprehensive Tax Representation in Tampa, FL
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Here at The Jefferson Firm, PLLC, we handle tax representation for a wide range of clients nationwide and across the greater Tampa, FL, and St. Petersburg, FL areas. We also provide tax preparation, tax litigation, tax consultation services, and more. Our goal always is to help you feel confident in understanding your tax situation, and to work with you to make sure you are always in compliance with the IRS and State taxing bodies. Browse our list of services below and contact our office in Tampa to schedule a meeting with our firm by calling us at (877) 575-7765
today.
Tax Representation and Litigation
Our tax representation practice represents clients in all 50 states. Our tax representation services include:
- Tax controversy matters
- IRS and state tax disputes
- IRS and state tax audits and appeals
- IRS and state tax collection matters
- Independent contractor and employee reclassification audits
- Tax preparer audits
- Taxpayer defense
- Offers in compromise
- IRS tax transcript analysis
- IRS tax liens and levies
- IRS Collections
- Installment payment plan agreements
- Trust fund penalty assessment
- Payroll tax problems
- Audit representation
- Injured and Innocent spouse
- Sales Tax matters
- U.S. Tax Court
- U.S. Federal Court
Tax Consultation
Our tax consultation practice focuses on helping our clients make the right decisions by providing competent tax and business legal advice. Services include:
- Litigation Support (see below): expert witness testimony for family law disputes
- Drafting of tax practitioner policies and procedures
- Tax language drafting for mergers and acquisitions
- Tax planning
- IRS tax transcript analysis
- Nonprofit corporation set-up
- Entity planning
- Incorporations
- Business transactions
- Individual Tax Identification Number (ITIN) services
Tax Preparation
Our tax preparation practice focuses on helping our clients maintain compliance with the IRS and State Taxing Jurisdictions. Since resolving many disputes involving IRS and State income taxation often requires prior compliance with existing tax laws, taxpayers may have a need for various forms of tax preparation. We handle the following:
- Individual tax returns
- Amended returns
- Electronic filing
- Unfiled tax returns
- Sales taxes
- Small business taxes
- Payroll taxes
Litigation Support Services
The Jefferson Firm, PLLC provides the following litigation support services for family law and other financial disputes:
- Analyze, examine and review all financial documents and electronic data connected with the case including bank statements, financial disclosures, financial statements, contracts, insurance policies, asset schedules, loan documents, opposing party’s expert witness report, notices from the Internal Revenue Service and the State Department of Revenue, and income/sales tax returns.
- Preparation and amendment of tax returns.
- Examine supporting documents.
- Evaluate assumptions.
- Review of original court filings for understanding of actions and damages claimed, relevant facts, and all monetary issues.
- Review calculations.
- Identify errors or flaws in the opposition’s pleadings, rebuttal, proposals, analysis, settlement agreements, or expert’s credibility.
- Identify and the tracing of funds (e.g. income), transactions or the uncovering of hidden assets.
- Identify fraud, embezzlement, misappropriation, money laundering, or theft.
- Investigation.
- Financial transaction and record reconstruction.
- Transaction due diligence.
- Perform interviews.
- Provide opinion on the tax consequences of divorce settlement.
- Federal and State tax law interpretation and consultation.
- Consultation on financial and tax matters.
- Pretrial investigation, discovery, and analysis.
- Assist with formulating questions for trial or depositions.
- Assist with pretrial settlement.
- Testify as an expert witness at trial.
- Witness preparation.
- Case strategy development.
- Requests for Production preparation.
- Trial preparation including calculations, reports, and exhibits.
- Provide cross-examination assistance.
- Assist with settlement negotiations and settlement agreement.
- Assist with preparation of “attorney work product.”
- Prepare final report detailing findings, opinions, and advice.
General Counsel Services
Our office also represents clients who need general counsel services on a regular basis. We are able to serve in an advisory role, or assist you with the particular services you need more often than just at tax time. We offer our general counsel services to small businesses for a flat monthly fee. We are able to customize these services to suit your unique needs so you get exactly what you need without paying for additional services that aren’t required. We offer:
- Contract review
- Employment law assistance
- Day-to-day legal help for legal questions
- Business transactions
- Legal and Financial due diligence
- Human resources
- And more
