Getting your taxes done correctly (and to your benefit) takes the right team. You have a lot of choices when it comes to tax preparation, planning, and even defense. So who does what? Who should you go to first? What's the difference between a tax attorney, a CPA, and an Enrolled Agent when it comes to tax matters?

It can be confusing, so I wanted to clear up exactly what these different roles can do for you, and who is best to focus on which particular issues. Hint: your first stop probably isn't a tax attorney!

I'll explain:

What does each role cover?
Who handles financial analysis & tax consequences?
Who can help with tax planning?
Who do you go to first with tax and deduction questions?
Who actually prepares your returns?
Who helps with audits/IRS issues?
When is an attorney your number one option?
​Tax or District Courts
Confidentiality concerns
Having documents, arguments, or disclosure statements drawn
Legal analysis

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Strohmeyer Law is a law firm based in Houston, Texas, specializing in tax law, estate planning, and probate law.

Nothing in this video is specific legal advice for you. Watching or commenting on this video doesn't create an attorney-client relationship.

For more information, visit: https://www.strohmeyerlaw.com
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