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Federal IRS and State Tax Disputes


Federal IRS and State Tax Disputes

Tax Law Firm Located in the DFW Metroplex Serving Texas and the United States – Dallas Tax Controversy Attorney + CPA

Tax Audits Dallas

Getting a letter from the IRS is stressful — but it doesn’t have to derail your life. Whether you’re facing an audit, a disputed bill, or a notice you don’t understand, the most important step is getting experienced help early. The sooner an attorney is involved, the more options you have and the better your odds of a favorable outcome.

Regardless of the type of dispute you have, and whether it is an IRS dispute or a dispute with the Department of Revenue of Texas or another state, you should seek experienced legal counsel. Located in Dallas, Texas, and serving individuals and businesses throughout Texas and the rest of the United States, Bruce E. Bernstien & Associates can explain your options and provide sound legal advice regarding tax audits and disputes with the IRS. In addition, we also assist clients with tax planning, tax returns and compliance matters for state and federal taxes.

Experienced Dallas/Fort Worth, Texas Federal (IRS) and State Department of Revenue Dispute Attorney + CPA

If you have been notified of an IRS or State tax audit, you should retain an experienced tax attorney as soon as possible. The earlier you retain experienced counsel, the better your chances for a favorable resolution.

It is important to note that anything you tell your attorney is protected by the attorney-client privilege. One of the advantages of retaining Mr. Bernstien is that he is a certified public accountant (CPA) in addition to being an experienced tax attorney who regularly handles tax controversies in Dallas.

Mr. Bernstien has a master’s degree (LL.M.) in tax law and more than 30 years of experience as a tax attorney and CPA. His background allows him to analyze and understand your tax returns, your concerns and any issues that may be the subject of a tax audit, including those related to personal taxes, business taxes, sales and use taxes, and employment taxes.

Retaining the services of tax lawyer and CPA Bruce Bernstien will allow you to understand your situation better. He will explain your options and help you evaluate them. You may find that just having him on your side will alleviate a lot of stress.

Contact an Experienced Dallas/Fort Worth, Texas Federal (IRS) Dispute and State Department of Revenue Dispute Attorney + CPA

To discuss your state or federal tax dispute matter in confidence with an experienced tax attorney who is also a CPA, schedule a confidential consultation with Mr. Bernstien by calling (214) 706-0837, or fill out our intake form and we will contact you.

Take advantage of our knowledge, skill, experience and connections. Call today.

We are available 24/7 for your convenience. After hours, call (214) 616-5320 (cell). As an attorney, Mr. Bernstien understands legal issues do not arise on a schedule, and he does his best to be available when you need him. All calls will be promptly returned if Mr. Bernstien is in Tax Court, at the IRS, in a client meeting or otherwise indisposed.

Please note that other attorneys may be retained to assist on certain matters, and some matters may be referred to another law firm, particularly in complex tax controversies in Dallas.

Located in Dallas, Texas, Bruce E. Bernstien & Associates represents individuals and small-to-medium-sized companies throughout the Dallas-Fort Worth area, the rest of Texas and the United States in a wide range of legal matters, from business startup, individual and business tax planning, tax disputes, and estate planning. We represent clients in tax matters throughout the communities in and around Dallas, Fort Worth, Austin, San Antonio, Houston, Galveston, Plano, and Irving, Texas, as well as nationwide.

Frequently Asked Questions

Find answers to common questions about our services

What should I do if I receive an IRS notice or letter?
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Do not ignore it and do not contact the IRS before speaking with a tax attorney. IRS notices have strict deadlines — missing them can eliminate your right to appeal. The first call you make should be to a qualified tax attorney who can review the notice, identify what is being claimed, and advise you on the best course of action before you respond to anything.

What is the IRS audit process, step by step?
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An IRS audit begins with a notice requesting documentation for specific items on your return. You respond with records. The IRS reviews them and may accept your return as filed, propose adjustments, or request additional information. If you disagree with the IRS’s findings, you have the right to appeal within the IRS Appeals division — and if Appeals does not resolve the matter, you may petition the U.S. Tax Court. Bruce E. Bernstien represents clients at every stage: examination, appeals, and Tax Court.

Can I negotiate directly with the IRS without an attorney?
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You have the legal right to represent yourself, but it is rarely advisable. The IRS employs experienced revenue agents, auditors, and attorneys whose job is to identify and collect taxes. Without representation, you may unknowingly waive rights, provide information that expands the scope of the audit, or miss settlement opportunities. A tax attorney who also holds a CPA credential — as Bruce Bernstien does — can analyze your returns, communicate strategically with the IRS, and negotiate from an informed position.

What is the IRS Appeals process?
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If you disagree with the findings from an IRS examination, you can request an administrative appeal through the IRS Office of Appeals — an independent function within the IRS that has the authority to settle disputes. Appeals offers an opportunity to resolve cases without going to Tax Court. Many disputes are settled at this stage. Bruce E. Bernstien has extensive experience representing taxpayers at the Examination and Appeals levels.

What is the U.S. Tax Court, and when would my case go there?
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The U.S. Tax Court is a federal court where taxpayers can dispute IRS tax deficiency determinations before paying the disputed amount. If you receive a Notice of Deficiency from the IRS and disagree, you have 90 days to petition the Tax Court. Cases that cannot be resolved at the examination or appeals stage, or where the amount in dispute warrants formal litigation, proceed to Tax Court. Bruce E. Bernstien represents taxpayers in Tax Court proceedings.

Does the firm handle state tax disputes as well as federal?
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Yes. In addition to IRS disputes, Bruce E. Bernstien & Associates represents taxpayers before state tax authorities, including the Texas Comptroller and other state Departments of Revenue. State audits and disputes — including sales and use tax, franchise tax, and employment tax — are handled with the same thorough approach as federal matters.

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