The best tax lawyers in Florida are those who have strong experience with state and federal tax laws, a proven success record, and positive client reviews.
These lawyers help with IRS disputes, tax planning, audits, and business tax issues.
Finding the best tax attorneys in FL can save people time, money, and stress. The top Florida tax lawyers are skilled in handling everything from simple tax questions to complex legal cases.
This post will list the top tax lawyers in Florida and share what makes each one stand out. Readers will get helpful details to choose a lawyer who fits their needs.
Qualities of the Best Tax Lawyers in Florida
Top tax lawyers in Florida share a set of qualities that help clients solve tax issues with confidence. They have deep knowledge, proven skills, and strong histories of getting positive results.
Experience in Tax Law
Experience in tax law is a major factor when picking a lawyer. The best tax lawyers often have years of practice dealing with complex tax codes, audits, and disputes. They have handled IRS negotiations, state tax matters, and can advise on both business and personal tax situations.
A lawyer’s exposure to different tax problems is key. Lawyers who have worked with a wide range of clients, including individuals, small businesses, and large corporations—can offer advice that fits each situation. Years of practice usually mean fewer surprises, since experienced lawyers are more likely to recognize and avoid common mistakes.
Clients should check if a lawyer focuses most of their time on tax law instead of many different types of law. Specialization helps lawyers stay up to date on changes in tax regulation.
Certifications and Licenses
The right certifications are a strong sign of quality in a tax lawyer. All lawyers must have a license from the Florida Bar. Many top tax lawyers take extra steps to become Certified Tax Law Specialists by the Florida Bar Board of Legal Specialization and Education.
Some tax lawyers are also Certified Public Accountants (CPAs). Having both degrees means the lawyer understands both legal and financial aspects of tax issues. Membership in professional groups, like the American Bar Association Section of Taxation, shows a commitment to high standards and staying current with new tax laws.
Clients should look for these qualifications when choosing a tax lawyer in Florida:
Credential
Why It Matters
Florida Bar License
Legal ability to practice in Florida
Tax Law Certification
Advanced expertise in tax law
CPA License
Extra knowledge in accounting
Professional Memberships
Proven professional commitment
Track Record of Success
A strong track record is important when choosing a tax lawyer. The best lawyers show clear examples of successful tax settlements, favorable court verdicts, or resolved audits. They can provide references, summaries of past results, or discuss the types of cases they win most often.
Clients should look at both the size and type of cases the lawyer has handled. Handling cases like your own is a good sign. Lawyers with a pattern of positive client reviews or industry awards usually offer reliable service.
Transparency about their case outcomes and how they approach problem-solving can help clients feel more secure. A solid history of satisfied clients and repeat business shows that a lawyer delivers the results expected.
Top Tax Law Firms and Attorneys in Florida
Florida is home to several law firms and attorneys with deep knowledge of tax law. Some focus on helping businesses manage audits, while others represent clients in IRS disputes or complex tax litigation.
Renowned Law Firms Specializing in Tax Cases
Many respected law firms in Florida offer dedicated tax law services. Holland & Knight has one of the largest tax law teams in the state. Their attorneys handle tax planning, IRS investigations, and international tax matters for both businesses and individuals.
Frost & Associates is known for advising on state, local, and federal tax issues. The firm assists with corporate tax planning, compliance, and controversies involving the IRS or Florida Department of Revenue.
Gunster also stands out in tax law, especially for estate tax and business succession issues. Their lawyers routinely help clients navigate tax-efficient solutions for transferring business assets.
Below is a list of notable tax law firms in Florida:
- Frost & Associates
- Greenberg Traurig LLP
- Gunster
- Akerman LLP
Notable Individual Tax Attorneys
Some attorneys in Florida have built strong reputations in the tax law field. Mark Scott, formerly with the U.S. Department of Justice, focuses on tax controversies and IRS criminal defense in Miami.
Beth Shapiro Kaufman at Lowenstein Sandler LLP is well known for her work in estate and gift tax matters. She often helps clients with complex audits and international tax problems.
John V. Possenti at Akerman LLP has developed expertise in representing business clients in federal and state tax disputes. He also advises on tax planning for large transactions.
The following attorneys are recognized for their experience and client service:
- Frost & Associates (Miami)
- Beth Shapiro Kaufman (Lowenstein Sandler LLP)
- John V. Possenti (Akerman LLP)
- Jeffrey D. Lapoff (Greenberg Traurig LLP)
How to Choose the Right Tax Lawyer
Finding the right tax lawyer takes some research and careful thought. Important steps include checking the lawyer’s experience, reading what past clients say, understanding fees, and knowing what happens during your first meeting.
Evaluating Expertise and Specialization
A tax lawyer’s education, certifications, and track record matter. Clients should look for someone who has handled cases similar to theirs, such as IRS disputes, audits, or business tax planning. Some lawyers have advanced degrees in tax law or are also Certified Public Accountants (CPAs).
Ask about their experience with federal and Florida state tax codes. It helps if the lawyer has handled cases before the IRS or state tax agencies. A focused specialization in tax law signals a deeper understanding of the subject.
A good way to check expertise is to look for memberships in professional organizations, such as the American Bar Association’s Section of Taxation. Common credentials include:
- LLM (Master of Laws in Taxation)
- Board Certification in Tax Law
- CPA License (if they’re also accountants)
Assessing Client Reviews and Testimonials
Reading client reviews can show how a tax lawyer interacts with clients and solves problems. Reliable sources include independent sites like Avvo, Martindale-Hubbell, and Google Reviews. Positive reviews often mention clear communication and good results.
Watch for patterns in complaints, such as poor response time or unclear billing. Testimonials on the lawyer’s own website can be useful, but third-party reviews are usually less biased. Asking friends or business contacts who have used tax lawyers can offer helpful insights as well.
Some firms share case results or client stories on their websites. While privacy laws limit details, general outcomes can show the lawyer’s skills. Consistent feedback about professionalism and helpful guidance matters more than a single glowing or negative review.
Consultation Process
The first meeting with a tax lawyer helps both sides see if it’s a good match. Most lawyers offer an initial consultation, either free or for a set fee. Clients should come prepared with documents like tax returns, IRS letters, or business records.
During the meeting, a good tax lawyer listens carefully, asks clear questions, and explains options in simple language. This is a chance to find out how well the lawyer understands the client’s issue and to discuss possible outcomes.
Clients should also ask about expected timelines, how often they’ll get updates, and who will handle their case day-to-day. Comfort with the lawyer’s approach and confidence in their answers are just as important as their expertise.
Fee Structures and Billing Practices
Tax lawyers in Florida use different fee structures. Some charge hourly rates, while others offer fixed fees for certain services, such as tax return reviews or audit responses. For larger cases, a retainer may be required, which is an upfront payment for future work.
Clients should ask for a clear, written fee agreement. This should explain hourly rates, what services are included, and how extra costs (like court filings or expert witnesses) will be handled. It’s important to know if unused retainer funds will be refunded.
Billing practices vary, but clients can expect regular invoices listing work done and time spent. If fees seem high, they can ask for an estimate or compare rates with other lawyers. Being clear about costs from the start can prevent surprises later.
Tax Law Services Offered in Florida
Tax lawyers in Florida focus on solving issues with the IRS, giving businesses tax advice, and helping with taxes in estate planning. They handle complex tax rules and guide clients through challenges that can have a real impact on their finances.
IRS Dispute Representation
Many Florida tax lawyers represent people and businesses in disputes with the IRS. This includes helping with audits, tax debt negotiations, and penalty reductions. They prepare and file legal paperwork, gather records, and speak on behalf of clients with the IRS.
Lawyers may use options like Offers in Compromise or Installment Agreements to reduce or manage a client’s tax burden. If a case cannot be resolved through negotiation, they can also represent clients in court.
For IRS disputes, a lawyer’s main goal is to resolve the problem as quickly and fairly as possible. They make sure clients know their rights and help them avoid common mistakes that can make the problem worse.
Business Tax Planning
Florida businesses need strong tax planning to lower risks and save money. Tax lawyers help set up the right business structure, such as a corporation, partnership, or LLC, to manage state and federal tax duties.
They advise on tax credits, deductions, and how to keep good tax records. Lawyers also review contracts and company sales for tax impacts, helping businesses avoid future problems.
In case of a merger, an asset sale, or expansion into other states, a tax lawyer checks for tax risks and helps plan for any future legal changes that may affect the business.
Estate and Trust Tax Matters
Estate and trust taxes can be confusing, especially for families with large or complex assets. Florida tax lawyers offer advice on how to transfer wealth, minimize estate taxes, and follow federal and state rules.
They create wills, trusts, and other documents to make sure assets are handled the way the client wants while keeping taxes as low as possible. Tax lawyers also guide trustees on reporting income and paying any necessary taxes.
If the IRS questions a trust or estate tax return, these lawyers step in to protect the client’s interests and respond to tax authorities. Accurate planning and reporting are important to prevent extra costs or penalties.
Frequently Asked Questions
Finding a tax lawyer in Florida involves checking their qualifications, experience with state tax laws, and what past clients have said about them. Choosing someone board certified in tax law often means they have extra training and passed a special exam.
What qualifications should I look for in a top tax lawyer in Florida?
A top tax lawyer in Florida should have a law degree from an accredited school. They should also have an active license to practice law in Florida.
Look for attorneys who focus on tax law and have certifications or extra training in tax-related fields. Memberships in groups such as The Florida Bar’s Tax Section can also show a higher level of knowledge.
How can I find a tax attorney in Florida with a strong track record for success?
Start by checking public records for disciplinary actions or complaints. Look at case results posted on the attorney’s website or ask for examples during your first meeting.
You can also ask other professionals, like accountants, for referrals to lawyers with a proven history in tax matters.
Does experience with Florida sales tax issues make a difference in choosing a tax attorney?
Yes, sales tax laws in Florida are unique and can be complex. An attorney with experience handling sales tax cases can better understand state-specific rules and how local authorities enforce them.
This experience often helps them deal with audits, disputes, and negotiations involving Florida sales tax.
What are the benefits of choosing a Florida board certified tax attorney?
Board certified tax attorneys in Florida have met extra standards set by The Florida Bar. They must show special knowledge, pass a difficult exam, and stay current on tax law changes.
This certification can help clients feel confident in the attorney’s skill and understanding of tax laws.
How important are client reviews when selecting a tax lawyer in Florida?
Client reviews can give insight into how an attorney handles cases and treats clients. They often mention things like responsiveness, honesty, and outcome of cases.
It is helpful to read both positive and negative reviews to get a clear picture before making a choice.
Can tax lawyers in Florida offer free consultations, and what should I expect from one?
Many tax lawyers in Florida offer a free first meeting to review your issue. During this meeting, they usually ask questions about your situation and explain your options.
You can also use this time to ask about their experience, fees, and strategy for handling your case.
