Tax-law service
Clear guidance when tax issues require legal attention.
An IRS audit or tax notice can create pressure quickly, especially when deadlines, records, and potential financial consequences are involved. Dan Mortensen holds an LL.M. in Taxation from New York University School of Law, and Mortensen Law helps clients approach tax disputes with a legal strategy grounded in documents, deadlines, and the facts of the matter.
Start With the Notice and Records
The first step is to gather the IRS notice, correspondence, tax returns, supporting records, and any deadlines listed in the communication. Do not ignore a notice or guess at a response. A focused consultation can help identify what the IRS is asking for, what information may matter, and what response timeline applies.
Why Tax-Law Training Matters
Tax disputes can involve legal arguments, documentation issues, procedural rights, appeals, and possible court considerations. Dan Mortensen’s NYU LL.M. in Taxation is a meaningful credential for clients who need help understanding legal and tax implications together rather than treating the issue as only a paperwork problem.
Practical Audit Guidance
Mortensen Law can discuss audit notices, IRS appeals, tax court issues, liens, and related tax controversies. The right response depends on the type of audit, records available, tax year, and facts behind the filing. The goal is to move from anxiety to a clear plan for the next step.
Common questions
Frequently asked questions
What should I do first after receiving an IRS audit notice?
Read the notice carefully, note the deadline, gather records, and contact counsel before sending a response if you are unsure what is being requested.
Should I talk to the IRS myself?
That depends on the issue. If the matter is complex, disputed, or high-stakes, legal guidance can help you understand your options before responding.
What records are useful for an audit consultation?
Bring the notice, tax returns, correspondence, receipts, account records, and any documents connected to the issue under review.
Can an audit lead to an appeal?
Some IRS disputes may involve appeal rights or additional procedures. The available options depend on the notice and facts.
Does Mortensen Law handle tax matters beyond estate planning?
Yes. The firm’s tax-related services include IRS appeals, tax court litigation, tax liens, tax problems, and related tax-law concerns.
Talk with Mortensen Law about irs audit defense.
Call the Newhall office to discuss scheduling an initial consultation.
Call (661) 799-9225