Fiscal Legal Maven

Assisting in preparing tax calculations and returns for clients

Investigating and analyzing federal, state, and international tax laws

Reviewing legal precedents applicable to the matters being dealt with

Staying current with changes in tax legislation

Preparing legal documents, such as briefs, appeals, and contracts

Filing documents with the correct authorities

Assisting in drafting opinions and advisory memos for various tax matters

Maintaining organized records of all communications and documents

Gathering information from clients for tax returns or court cases

Explaining complex tax concepts and regulations to clients in clear terms

Preparing correspondences to clients regarding their tax matters

Assisting in the preparation for trials and hearings

Helping with the discovery process, including the collection, analysis, and management of evidence

Coordinating witnesses and experts for testimony

Scheduling appointments and managing the lawyer’s calendar

Handling phone calls and email correspondences

Ensuring that all pertinent information and materials are organized for easy access

Analyzing financial records to detect discrepancies

Helping clients with tax planning and compliance

Ensuring that clients comply with all tax obligations

Assisting in the application of for tax-exempt status for non-profit organizations

Monitoring legislative developments affecting clients’ tax situations

Attending seminars and continuing legal education sessions on tax law

Facilitating the lawyer's participation in professional associations