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<p class="MsoNormal"><span style="font-size:14.0pt">I am not as familiar with Washington as I am with Oregon, but it appears that your choices are:<o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo4"><span style="font-size:14.0pt">CPAs<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo4"><span style="font-size:14.0pt">Attorneys<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo4"><span style="font-size:14.0pt">Public Accountants (not many of these exist)<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo4"><span style="font-size:14.0pt">Enrolled Agents (licensed by the IRS)<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo4"><span style="font-size:14.0pt">Licensed Tax Preparers (licensed by the state of WA)<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:14.0pt">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">I could be a bit off in my descriptions, but I think I am pretty close.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Portland, OR<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:14.0pt">(503) 226-3574 - fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Dave Culbertson<br>
<b>Sent:</b> Friday, August 26, 2022 11:09 AM<br>
<b>To:</b> solo-and-small-practice-section@list.wsba.org; creditor-debtor-section@list.wsba.org; wsbapt@lists.wsbarppt.com; wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Looking for Tax Referrals<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hello, Listmates.<o:p></o:p></p>
<p class="MsoNormal">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.
<o:p></o:p></p>
<p class="5--CUSTOM--EMList2" style="mso-list:l0 level1 lfo3"><![if !supportLists]><span style="mso-list:Ignore">1.<span style="font:7.0pt "Times New Roman"">
</span></span><![endif]>Any tax attorneys that are oriented towards the smaller client—individual or small business?<o:p></o:p></p>
<p class="5--CUSTOM--EMList2" style="mso-list:l0 level1 lfo3"><![if !supportLists]><span style="mso-list:Ignore">2.<span style="font:7.0pt "Times New Roman"">
</span></span><![endif]>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?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">At least one of these clients will need a consult fairly soon.<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Thanks in advance.<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Best Regards,<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Dave Culbertson<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><b>The Law Office of Davisson Culbertson</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">PO 20403<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Seattle, WA 98102<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><o:p> </o:p></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i>Phone: </i>(206) 478-8134<i><o:p></o:p></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i>FAX: </i>(866) 867-7796<i><o:p></o:p></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><a href="mailto:dculbertson@culbertsonlawoffice.com" target="_blank"><i>dculbertson@culbertsonlawoffice.com</i></a><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><span lang="ES"><o:p> </o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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