[WSBAPT] Looking for Tax Referrals

[Philip N. Jones]

I am not as familiar with Washington as I am with Oregon, but it appears that your choices are:

  1.  CPAs
  2.  Attorneys
  3.  Public Accountants (not many of these exist)
  4.  Enrolled Agents (licensed by the IRS)
  5.  Licensed Tax Preparers (licensed by the state of WA)
I have listed them in approximate order of quality/expertise, although CPAs and Attorneys are often on a par for tax advice, although not for tax return preparation.
I could be a bit off in my descriptions, but I think I am pretty close.
The conventional wisdom is to get returns filed ASAP, to pay interest at the same time, but probably not offer to pay penalties.  But every case is different.
Phil Jones
Portland, OR

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dave Culbertson
Sent: Friday, August 26, 2022 11:09 AM
To: solo-and-small-practice-section at list.wsba.org; creditor-debtor-section at list.wsba.org; wsbapt at lists.wsbarppt.com; wsbarp at lists.wsbarppt.com
Subject: [WSBAPT] Looking for Tax Referrals

Hello, Listmates.
I have had a couple of clients recently who had some tax issues. The issues that have come up were an individual who had several years of unfiled taxes, and another was a small business that needed to begin getting in compliance with overdue federal and state taxes. I am looking to update my referral list for these kinds of clients, since taxes are outside my area.

1.      Any tax attorneys that are oriented towards the smaller client-individual or small business?

2.      Alternatively, there used to be some former IRS agents that I believe were Tax Agents I think and provided good nuts-and-bolts advice on dealing with the IRS. Any of those still operating?

At least one of these clients will need a consult fairly soon.
Thanks in advance.

Best Regards,

Dave Culbertson

The Law Office of Davisson Culbertson
PO 20403
Seattle, WA 98102

Phone: (206) 478-8134
FAX: (866) 867-7796
dculbertson at culbertsonlawoffice.com<mailto:dculbertson at culbertsonlawoffice.com>



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