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9 Essential Questions to Ask a Tax Planning Attorney in NY Before Hiring Them

by | 27 January, 2023 | Blog

As a New York resident, it is imperative that your tax planning strategies are in compliance with the latest regulations and laws. Hiring a reputable and knowledgeable tax planning attorney in New York is essential to achieving this goal. In order to ensure that you are hiring the right attorney for the job, it is crucial to ask the right questions. Here are some key questions that you should ask a tax planning attorney or a tax planning company in New York:

Questions About Tax Planning Services

1. What tax planning services do you offer?

In order to make an informed decision, it is important to find out what specific services the attorney offers in New York State. This way, you can determine if they have the expertise and knowledge necessary to handle your particular tax planning requirements.

2. How can I be sure that your tax planning strategies are compliant with the latest regulations and laws?

Any tax planning attorney must stay up-to-date on the latest tax laws and regulations. Make sure to ask your attorney how they remain informed of these changes and how they ensure that their strategies are compliant.

3. Are there any additional fees or costs associated with your tax planning services?

Working with an attorney requires you to be aware of the costs and fees that may be incurred. Ask about any additional fees or costs that may not be included in the initial estimate.

Questions About Experience and Background

1. How long have you been a tax planning attorney?

The experience of a tax planning attorney is an important consideration when hiring one. Ask about their experience and how long they have been practicing in New York.

2. What qualifications do you possess as a licensed tax planner?

In addition to experience, you should ensure that the attorney you are considering is qualified and licensed to practice as a tax planner in New York. It is important to inquire about their qualifications and any relevant certifications or licenses they may possess.

3. Do you provide references for potential clients to review before hiring you for their taxes?

Referrals are an important consideration when choosing a tax planning attorney. Make sure you ask the attorney if they can provide references from past clients who can speak to their experience working with the attorney.

Questions About Professionalism and Communication Style

1. How often will I receive updates on my plan’s progress from your firm?

It is important to know how frequently you can expect to receive updates from the attorney regarding your tax plan. Ask them about their communication style and how often they will contact you.

2. What methods of communication do you prefer when discussing my taxes (e-mail, phone call, etc.)?

It is important to know what methods of communication the attorney prefers in addition to the frequency of updates. In this way, you will be able to effectively communicate with them regarding your taxes.

3. Do you have any additional resources or materials that could help me better understand the process of tax planning?

Access to additional resources and materials can help you better understand the process of tax planning in New York State. Ask the attorney if they have any resources or materials available to gain a better understanding of the process.

With these questions in mind, you can be confident that you are hiring a reputable and knowledgeable New York tax planning lawyer who can assist you in developing a tax plan that complies with all current regulations.

Get Professional Tax Planning Help Today

Melanin Tax is your trusted tax planning company in New York. You can rely on our experienced tax planning attorneys for comprehensive services tailored to your individual needs.

To reduce your overall tax burden, we can help you maximize your deductions and credits. Our primary goal is to save you money while paying your taxes correctly. We assist with filing returns, creating tax minimization plans, and providing advice related to tax regulations. Plus, our knowledgeable professionals keep you up-to-date with the latest tax code changes.

Take advantage of our tax planning expertise now! Call us at (347) 943-6772.