Plano Tax Attorney Business IRS Defense

IRS Tax Concerns in Plano, Texas — Guidance From Former IRS Attorneys

IRS matters often appear at times when taxpayers least expect them—whether through a notice referencing a balance due, a request for additional documentation, or a letter indicating that a return has been selected for review. For individuals and businesses in Plano, these situations can be disruptive and may raise questions about how to respond appropriately. At Gregory Law Group, PLLC, we assist Plano taxpayers with a wide range of federal tax issues. With more than 25 years of combined experience as former IRS Attorneys, we understand how the IRS evaluates cases and apply that knowledge to help clients navigate each stage of the process.

Our boutique tax law firm is based in Dallas, Texas (by appointment only), and we regularly represent clients throughout the Plano area and the broader Dallas–Fort Worth region.

Representation for Plano Taxpayers Facing IRS Notices

Many Plano taxpayers first seek assistance after receiving IRS correspondence that appears unclear or unexpected. IRS notices often carry deadlines and may outline consequences if no action is taken. We help clients review the notice, understand the underlying issue, and determine the appropriate response. Our goal is to provide clear guidance that reflects both IRS procedures and the specific circumstances of the taxpayer.

IRS Audits, Documentation Requests, and Return Reviews

An IRS audit can focus on a single line item or expand into a broader review of personal or business filings. Some Plano taxpayers receive a brief correspondence notice, while others face more detailed inquiries involving multiple years or complex deductions. We assist by evaluating the examination’s scope, identifying relevant records, organizing documentation, and preparing responsive submissions. If the IRS proposes changes, we help assess whether the adjustments are appropriate and whether an administrative appeal may be warranted.

Federal Tax Balances and Collection Concerns

Unresolved federal tax balances can arise for a variety of reasons—adjustments made during an audit, estimated tax issues, amended filings, or the IRS’s calculation of additional assessments. If the IRS begins collection activity, it may consider liens, levies, or other enforcement measures. We help Plano taxpayers verify the accuracy of the balance, review IRS transcripts, and evaluate potential resolution options. These may include payment plans, financial-based alternatives, or other arrangements recognized under federal procedures.

Late or Unfiled Tax Returns

Taxpayers in Plano may fall behind on filing returns due to missing documents, business transitions, life changes, or difficulties gathering financial records. The IRS has specific procedures for restoring compliance in these situations. We assist by determining which returns must be filed, coordinating preparation when necessary, and communicating with the IRS throughout the process. Addressing the issue proactively often helps reduce complications and may limit additional penalties.

IRS Appeals and Tax Court Representation When Needed

If a taxpayer disagrees with an audit result or a collection determination, the IRS Office of Appeals may offer an opportunity for an independent review. Appeals Officers consider the legal and procedural aspects of a case separately from the initial IRS division. We prepare detailed submissions, present the facts and supporting legal arguments, and communicate directly with Appeals on behalf of Plano taxpayers. When administrative resolution is not possible, we represent clients before the United States Tax Court when appropriate.

Matters Requiring Confidential Legal Guidance

Some federal tax issues involve sensitive information, concerns about intent, or questions regarding prior filings. Attorney-client privilege allows taxpayers to discuss these matters candidly and receive advice tailored to their circumstances. We evaluate the facts, explain potential risks or procedural implications, and provide guidance on how best to proceed.

Why Plano Taxpayers Choose Gregory Law Group, PLLC

Our attorneys bring extensive experience gained during their service at the IRS Office of Chief Counsel, where they handled examinations, appeals, and litigation on behalf of the government. This background offers insight into how IRS reviewers analyze issues, how procedural rules are applied, and how cases progress internally. As a boutique practice, we limit the number of matters we accept, allowing for direct attorney involvement and thorough attention to each client’s case.

Gregory Law Group, PLLC’s mission is to provide American taxpayers exceptional and results-oriented tax resolution services in an honest, ethical, and timely manner.

Frequently Asked Questions

Why did the IRS send me a notice about mismatched income for a year I already filed?

The IRS routinely compares information from employers, financial institutions, and other third parties against what was reported on a return. We help Plano taxpayers determine whether the discrepancy is accurate and prepare a suitable response.

What if the IRS is asking for proof of business expenses or deductions?

Examiners often request documentation to verify deductions. We assist in gathering records, reviewing eligibility, and addressing questions raised by the IRS.

Can I still address an IRS concern if my records are incomplete?

Yes. In many cases, reasonable alternative documentation or reconstructed information may be accepted. We help determine what is needed and how best to present it.

What happens if the IRS files a lien or threatens a levy?

A lien or levy generally follows prior notices. We review the IRS’s actions, evaluate available resolution options, and determine the most appropriate path forward based on the circumstances.

Does a move to or from Plano affect my federal tax obligations?

While relocation may affect where IRS notices are sent, it does not change federal filing requirements. We assist taxpayers in determining whether any prior-year issues remain outstanding.

Is it advisable to call the IRS directly before speaking with a tax attorney?

Some taxpayers choose to contact the IRS on their own, but others prefer representation to help ensure clarity, accuracy, and protection of procedural rights. We can discuss the best approach based on your situation.

Why Gregory Law Group, PLLC Is the Right Choice in Plano, TX

Plano residents and business owners facing complicated tax issues turn to Gregory Law Group, PLLC for focused representation grounded in insider IRS experience. As a boutique tax law firm serving Plano and the North Dallas corridor, the firm combines technical tax knowledge, calm strategic planning, and attentive client service to help resolve disputes and plan for the future.

Individuals and businesses in Plano benefit from:

Former IRS attorneys with deep experience in audits, appeals, and collection matters
Personalized legal strategies crafted around your specific income, assets, and business structure
Confidential, streamlined case management and clear, responsive communication at each stage
Seasoned business tax attorneys and IRS defense lawyers working with clients throughout Plano and Collin County

Clients seeking dependable, knowledgeable tax attorneys and lawyers often contact us at 972-331-6666 or 888-346-5470 to begin navigating their tax challenges with confidence.