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Professional Tax Guidance Tailored to Your Needs

With our deep understanding of tax law and years of experience, we are dedicated to providing professional legal assistance in a range of tax-related matters. Whether you're facing complex estate tax issues, undergoing a tax audit, or seeking guidance on tax planning strategies, our team of skilled attorneys is here to navigate the intricate tax landscape on your behalf. We are well-versed in securing the R&D tax credit, managing payroll audits, optimizing the Employee Retention Credit (ERC), and providing advice on the Paycheck Protection Program (PPP). At LS Carlson Law, our commitment to excellence and personalized approach ensures that you receive tailored solutions that meet your unique needs. Let us help you navigate the complexities of tax law with confidence and success.

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At LS Carlson Law, we understand the importance of securing your legacy and protecting your loved ones through comprehensive estate planning, including decisions to make gifts during your life or at death. Our team of skilled attorneys has a wealth of experience in crafting tailored estate plans that reflect your unique goals and wishes. Whether you need assistance with gifting, wills, trusts, powers of attorney, nominations of guardians, or advanced healthcare directives, we can provide guidance to ensure that your estate is preserved and distributed according to your intentions. With a keen attention to detail and a deep understanding of the legal complexities surrounding estate planning, we work closely with you to develop a strategic approach that minimizes tax implications and maximizes the benefits for your beneficiaries.

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When facing the daunting prospect of an income tax audit, you need a team that understands the intricacies of tax law and can provide steadfast support. At LS Carlson Law, our experienced attorneys are well-versed in handling income tax audits and are dedicated to protecting your rights and interests throughout the process. We meticulously analyze your financial records, identify potential areas of concern, and develop a comprehensive strategy to navigate the audit with precision and confidence. With our in-depth knowledge of tax regulations and extensive experience representing clients in audit proceedings, we effectively communicate and negotiate with tax authorities on your behalf. Our goal is to achieve the most favorable outcome possible, whether it’s minimizing potential penalties, resolving disputes, or negotiating tax liabilities through offers in compromise or installment agreements. Count on LS Carlson Law for unwavering support and guidance during income tax audits, allowing you to face these challenges with assurance and peace of mind.

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At LS Carlson Law, we recognize the critical importance of maintaining compliance and ensuring the accuracy of corporate and payroll records. Our skilled team of attorneys is well-versed in providing comprehensive support for corporate and payroll audits, helping businesses navigate the complexities of regulatory requirements. We work closely with our clients to meticulously review financial records, identify potential areas of concern, and develop a robust defense strategy. Our attorneys have extensive experience representing businesses in audit proceedings, and we leverage our knowledge of tax laws and regulations to advocate for your best interests. From assisting with document preparation to representing you during audit meetings, our dedicated team is committed to protecting your rights and minimizing potential liabilities. Trust LS Carlson Law to provide effective guidance and support throughout the corporate and payroll audit process, allowing you to focus on running your business with confidence.

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At LS Carlson Law, we understand the challenges businesses face when navigating relief programs and tax credits such as the Employee Retention Credit (ERC) or the Paycheck Protection Program (PPP). Our team of experienced attorneys is here to provide dedicated support and protection during audit proceedings related to these programs. We stay up-to-date with the latest regulations and guidelines to ensure your business is in compliance and that you maximize the benefits available to you. Whether you need assistance with documentation, responding to audit inquiries, or negotiating with tax authorities, our attorneys have the experience to handle these complex matters effectively. We work tirelessly to protect your rights, minimize potential penalties, and help you achieve the most favorable outcome possible. Trust LS Carlson Law to provide strategic guidance and unwavering advocacy for your business's relief program and tax credit audit needs, allowing you to focus on what you do best—running your business.

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LS Carlson Law is committed to providing comprehensive Tax Credit Eligibility & Filing services, covering a diverse range of tax credits including the Employee Retention Credit (ERC), Research and Development (R&D) tax credit, Section 179D deduction, and more. Our team of skilled attorneys possesses extensive knowledge and experience in navigating the intricacies of tax credit eligibility and filing processes. We conduct thorough evaluations of your business activities, identifying potential tax credit opportunities tailored to your industry and operations. With a deep understanding of tax regulations and vast experience in tax credit filings, our attorneys guide you through the complex process, ensuring meticulous documentation and timely submission. We advocate for your business, maximizing eligible credits and minimizing tax liability. Trust LS Carlson Law to provide guidance and efficient filing services, helping you unlock the full potential of tax credits to optimize your financial outcomes.

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At LS Carlson Law, we offer comprehensive Tax Planning & Guidance services delivered by our team of experienced attorneys. We understand that effective tax planning is essential for individuals and businesses alike to minimize tax liabilities and maximize financial outcomes. Our dedicated attorneys work closely with you to develop strategic tax plans tailored to your specific circumstances, goals, and objectives. We stay abreast of the ever-changing tax laws and regulations, ensuring that you receive up-to-date guidance that optimizes your tax position. Whether you need assistance with personal tax planning, business tax strategies, or navigating complex transactions, our attorneys provide insightful advice and innovative solutions. We analyze your financial situation, identify potential tax savings opportunities, and offer proactive recommendations to help you make informed decisions. Trust LS Carlson Law to be your trusted partner for tax planning and guidance, enabling you to achieve optimal tax efficiency and financial success.

Frequently Asked Questions

Yes. If you cannot afford to pay the IRS the full amount of your tax liability you have options. First, you can enter into a payment plan or installment agreement and pay your liability, over time for up to 72 months. You may also be able to reduce your tax debt by submitting an Offer in Compromise (OIC). For taxpayers, individuals or businesses, with little to no assets, an OIC can reduce your tax debt and help you pay a lesser amount over a short period of time. We can assist in determining whether an OIC may be right for you, prepare the OIC application and gather the necessary documents, as well as directly negotiate with the IRS to get your tax liability reduced from as much as possible.

Audits of your tax return can be a very long, frustrating, and stressful process whether it concerns income tax, payroll tax, or sales tax. In general, you will need to respond to an IRS audit notice within 30 days. Unfortunately, many taxpayers make the mistake of responding late or inadequately causing a prolonged audit, exposing themselves to additional tax liability or even opening themselves up to additional audits. For these reasons, it is important that you speak with an experienced tax attorney familiar with the audit process. At LS Carlson Law, we are equipped to represent you before federal or state tax authorities throughout your entire audit process – from the initial notice of audit to appealing your audit findings.

Generally, the IRS takes approximately 6 to 10 months to process an ERC refund. However, many of our clients have received their refunds as early as 4 months after submitting their claim for refund.

It is likely that the IRS will audit suspicious claims due to the mills promoting the ERC and filing ERC claims regardless of eligibility. The IRS has responded by issuing Notice IR-2022-183 warning taxpayers to avoid seeking advice from companies that do not have legal tax knowledge or experience. The IRS has also extended the general 3-year statute of limitations to audit a tax return to a 5-year statute of limitations for certain ERC claims. To that end, we recommend that you consult with a qualified tax attorney to determine your eligibility and prepare your ERC claim.

If you received notice about your PPP Forgiveness application, we recommend you speak with a professional with experience applying for and auditing PPP Forgiveness applications in order to assess the accurate wages paid and qualified expenses eligible for forgiveness. Based on the accuracy of your PPP Forgiveness amounts, you may need to provide additional documentation in support of your initial application or submit amended forgiveness applications with corrected amounts.

Even if your business gross receipts increased overall during the pandemic, you may still qualify for the ERC. Since the ERC is a quarterly payroll tax credit, the analysis is conducted on a quarterly basis, not annual. You may have experienced a significant decline in gross receipts in one quarter in 2020 or 2021 compared to the same quarter in 2019 even if your overall yearly income increased. If you did not experience a significant decline in gross receipts, you may still be eligible if you experience partial or full suspension of operations. Whether a government mandate required you to suspend your operations requires a detailed analysis of your business and the impact of Covid-19 restrictions. As part of our service, we provide you with our findings on your eligibility and calculate your ERC credit amount to maximize your refund amount (IRS Notice 2021-20 and IRS Notice 2021-23).

You may still be eligible for the ERC even if you received PPP loan forgiveness. You cannot claim the ERC for wages that were used to apply for PPP forgiveness. This means no double dipping. However, you may be eligible to receive the ERC for wages paid outside the PPP covered period or wages in excess of the PPP forgiveness amount by employee. Due to the potential for inadvertent ERC claims for wages that are not eligible, we recommend that you speak with a tax attorney knowledgeable with the PPP loan process and ERC claims to avoid incurring tax penalties and interest (IRS Notice 2021-20 and IRS Notice 2021-49).

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A Professional Strike Force for Your Tax Matters

LS Carlson Law is comprised of battle-tested, highly skilled lawyers who operate with a single objective – to win. We prioritize efficiency and innovative strategies, and in doing so, have waged war on the “old way of doing things.”

Meet the Full Team
Kirk Pearson, Esq.

Partner
Phong Tran, Esq.

Partner
Jeffrey Kominsky, Esq.

Partner
David Lehr, Esq.

Partner
Ryan Davies, Esq.

Partner
Kevin Mueller, Esq.

Senior Associate
Joseph Sarnowski, Esq.

Senior Associate
Steven Shack, Esq.

Senior Associate
Michele Hobby, Esq.

Senior Associate
Linda Honey, Esq.

Senior Associate
Keith Lehman, Esq.

Senior Associate
Brian Park, Esq.

Senior Associate
Ahmet Brown, Esq.

Associate
Richard Canada, Esq.

Associate
Shelby Daws, Esq.

Associate
Jayme Day, Esq.

Associate
Kevin Hirsh, Esq.

Associate
Jonathan Hodges, Esq.

Associate
Stephanie Reyes, Esq.

Associate
Shawheen Shafizadeh, Esq.

Associate
Justin Walley, Esq.

Associate
Chris Xouleis, Esq.

Associate

Tell Us About Your Tax Needs

When you hire LS Carlson Law, you can be assured you’ll be getting an aggressive firm fully dedicated to achieving your legal objectives. Don’t take our word for it, we encourage you to take a look at the numerous five-star client reviews. If you are ready to end the nightmare, call us or fill out the form to set an appointment.

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