When it comes to handling tax matters, choosing the right professional can make all the difference. Two commonly confused roles in this space are tax consultants and tax lawyers. While both can help with tax-related concerns, their responsibilities, qualifications, and the services they offer are very different.

Whether you're an individual filing taxes, a business owner navigating deductions, or someone facing an IRS audit, knowing when to hire a tax consultant versus a tax attorney is essential. Let’s break down the differences so you can make the right choice for your needs.

? What Is a Tax Consultant?

A tax consultant is typically a financial expert—often an accountant or CPA—who specializes in tax codes and filing requirements. They primarily assist with:

• Tax return preparation

• Tax planning and strategy

• Maximizing deductions and credits

• Ensuring compliance with federal and state tax laws

Tax consultants work with both individuals and businesses to optimize tax efficiency. However, they do not provide legal advice and are not authorized to represent clients in IRS disputes or legal proceedings.

⚖️ What Is a Tax Lawyer?

A tax lawyer is a licensed attorney who specializes in tax law. Their services often go beyond what a tax consultant provides and include:

• Legal advice on complex tax issues

• Representation in IRS audits, appeals, and court proceedings

• Tax controversy and dispute resolution

• Legal guidance on estate planning, business formation, and tax compliance

In short, tax lawyers are equipped to handle legal tax issues that involve the IRS, state tax authorities, or court action.

? Key Differences Between Tax Consultants and Tax Lawyers

?‍⚖️ When Should You Hire a Tax Lawyer?

Here are a few situations where a tax lawyer is the right professional to call:

1. You're Facing an IRS Audit

If the IRS selects you for an audit, the process can quickly become complex and stressful. A tax lawyer can represent you during the audit, respond to inquiries, and negotiate with the IRS on your behalf.

2. You're Involved in a Tax Dispute

Whether it’s a disagreement over unpaid taxes, allegations of tax fraud, or identity theft related to tax filings, a tax attorney is qualified to represent you in disputes and even in court, if necessary.

3. You’re Dealing with a Complex Tax Issue

From starting a business to managing an inheritance or going through a divorce, complex life situations often bring complicated tax questions. A tax lawyer can help structure transactions or legal strategies in your best interest.

?‍? When Should You Hire a Tax Consultant?

A tax consultant is typically the best choice if:

1. You Need Help Filing Taxes

If you’re unsure how to properly file your taxes or want to ensure you’re taking advantage of all possible deductions and credits, a tax consultant can walk you through the process or handle it for you.

2. You’re Self-Employed or Own a Small Business

Independent contractors and business owners often work with tax consultants to understand quarterly taxes, deductions, and business write-offs. A consultant can also advise on choosing the right business structure for tax efficiency.

3. You Have Basic Tax Questions

For general guidance or tax planning advice, a tax consultant can help clarify things like new tax laws, changes in deductions, or how major life events (marriage, home purchase, etc.) might impact your taxes.

⚠️ Legal Tax Help: Why a Tax Lawyer Might Be the Best Choice

While a tax consultant can be helpful for general filing and planning, there are times when you need the backing of a legal expert. A tax lawyer can offer protection, negotiation, and legal defense that a tax consultant simply cannot provide.

If you're dealing with any of the following, legal counsel is highly recommended:

• Receiving threatening IRS letters

• Facing wage garnishment or asset seizure

• Accused of tax evasion or fraud

• Involved in a business acquisition or restructuring

• Need international tax planning or estate tax strategy

? Do You Need Tax-Related Legal Advice?

If your tax situation involves legal consequences, complex regulations, or potential disputes with the IRS, working with an experienced tax lawyer is the safest and smartest choice.

At The Law Offices of Mary King, P.L., we provide expert legal guidance on a wide range of tax matters, including audits, tax debt resolution, planning, and compliance. We understand the stress that tax problems bring, and we’re here to protect your rights and your assets every step of the way.

? Schedule your free initial consultation today by calling us at (941) 906-7585 or visiting our website.

✅ Final Thoughts

Understanding the difference between a tax consultant and a tax lawyer is key to getting the right help at the right time. While consultants handle preparation and planning, lawyers step in when legal issues or serious disputes arise.

Choosing the right professional based on your needs can save you money, reduce stress, and protect your future.