Tax Planning Lawyers
2,074 verified tax planning attorneys across the United States. Find experienced Tax Planning counsel to evaluate your case, explain your options, and represent you through every stage of the legal process.
Richard M. Morgan has been practicing law in Georgia since 1987.
Named one of Georgia Trend Magazine's Legal Elite for 2016 in Tax, Estate, and Trust Law; Selected for Super Lawyers of Georgia (2013, 2014, 2015, 201...
George Peter Kelesis is a lawyer practicing tax planning, civil and criminal tax litigation, gaming law and 1 other area of law. George received a deg...
Louis Steven Haskell is a lawyer practicing automobile accidents, car accidents, personal injury and 57 other areas of law. Louis has been licensed fo...
John Beuford Laszlo is a lawyer practicing taxation, trusts & estates, probate and 9 other areas of law. John received a B.S. degree from Valparaiso U...
Listed as Best Lawyer of the Year 2017 - Tax Law. Listed in Super Lawyers for Louisiana in the field of tax law.
Brad Mitchell Kaplan is a lawyer practicing probate, real estate, business planning and 4 other areas of law. Brad received a B.A. degree from Brandei...
Stephen Joseph Putnoki-Higgins is a lawyer practicing estate planning, estate litigation, charitable giving and 15 other areas of law. Stephen receive...
Steven J. Fromm is a lawyer practicing probate, trusts, corporate & incorporation and 14 other areas of law.
Mr. Marcelo M.
Marvin C. Kloeppel practices at Shareholder Read Full Bio
Marvin "Mark" Kloeppel received his undergraduate and law degree from the University of Virginia. Mark also earned his LL.M. in Taxation from New York...
Joseph is known for his ability to make sophisticated legal issues and tax planning understandable and is highly regarded for his devotion and commitm...
Wayne Bailey is a lawyer practicing estate planning, real estate, business law and 45 other areas of law. Wayne received a B.S. degree from Northeaste...
Frank James Danzo III practices at Chayet & Danzo, LLC Read Full Bio
Certified Public Accountant, New York, 2003.
Ms. Eva Marie Monroe is a lawyer practicing taxation, estate planning, corporate law and 133 other areas of law.
Teig Lawrence is a lawyer practicing taxation, non-compliant foreign accounts and entities, irs penalty protests / abatements and 45 other areas of la...
Mark Francis Sommer is a lawyer practicing economic incentives, nonprofit organizations, state and local taxation and 4 other areas of law. Mark recei...
Michael Davidov is the managing attorney of Davidov Law Group, where he focuses on estate planning, sophisticated estate tax planning for high net wor...
Deborah Dunn is a lawyer practicing estate planning, trust and estate administration, trust and estate litigation and 6 other areas of law. Deborah re...
Ilana F. Davidov is the founder and principal attorney of Davidov Law Group, where she has devoted more than two decades to assisting individuals and ...
Gerald M Morello, Jr is a lawyer practicing estate planning, business planning, probate and 7 other areas of law. Gerald received a B.S.A. degree from...
AV - Preeminent Rated from 2019 through 2023, and a Super Lawyer® Rising Star from 2021 through 2023, North Scottsdale Tax and Estate Planning Attorne...
Christopher David Jones is a lawyer practicing trusts and estates, estate and gift taxation, tax planning and 9 other areas of law. Christopher receiv...
Audrey Bernhardt is a Probate and Estate Planning Attorney at Davidov Law Group, where she focuses her practice on probate, estate planning, guardians...
Vickie is a graduate of the University of New Mexico School of Law, and earned her Masters of Law (LL.M.) in Taxation from New York University. Vickie...
Since his admission to the State Bar of NM in 2015, he has represented individuals and small business clients in a wide variety of matters ranging fro...
Mr. Ian M.
Jocelyn Szymanowski focuses her practice on taxation, business, religious and charitable organizations, banking, and real estate matters. She has been...
About Anthony K. Khatchoui View website Awards Silver Client Champion This award is granted to attorneys who have received at least 3 client reviews, ...
Jason David Melville is a lawyer practicing estate planning, wills, trust law and 9 other areas of law. Jason received a B.A. degree from Brigham Youn...
John N. Thomson is a lawyer practicing trusts and estates, probate, taxation and 23 other areas of law.
Jeffrey Dennis Cohen is a lawyer practicing estate planning, probate and estate administration, business and succession planning and 38 other areas of...
McShane Jones is a lawyer practicing tax dispute resolution, transfer pricing, tax planning. McShane received a degree from Dartmouth College, and has...
Raymond C. Hedger, Jr. is a lawyer practicing blue sky law, business acquisitions, business divestitures and 51 other areas of law.
Bradley B. Anderson is a lawyer practicing estate planning, probate, guardianship and 6 other areas of law.
Joshua Michael Sells is a lawyer practicing tax law, business taxation, closely held business taxation and 21 other areas of law. Joshua has been lice...
Ronald S. Cook is a lawyer practicing traffic tickets, fight your ticket, ticket defense tips and 257 other areas of law.
Barnet Resnick is a lawyer practicing business law, tax planning, estate planning and 6 other areas of law. Barnet received a Ph.B. degree from DePaul...
Atty. Alvin H.
Mr. Arthur Harold Geffen is a lawyer practicing estate planning, probate, business organization and 4 other areas of law.
Kenneth F. Secol is a lawyer practicing commercial law, real estate, probate and 4 other areas of law.
Harley K. Look, Jr. is a lawyer practicing estate planning, tax planning, trust & estate-estate planning.
Phi Beta Kappa; Omicron Delta Kappa; Kappa Delta Phi; Phi Eta Sigma. Member, Moot Court.
Mr. Jason Ryan Mahon is a lawyer practicing estate planning, wealth migration, asset protection and 8 other areas of law.
Catherine Mary Colombo is a lawyer practicing estate planning, taxation, business planning and 34 other areas of law. Catherine received a B.A. degree...
Order of the Coif. Editor, Southwestern Law Journal, 1979-1980.
Carl D. Holborn is a lawyer practicing tax planning, estate planning, succession planning and 7 other areas of law.
Charles David Newbery is a lawyer practicing probate, probate administration, probate taxation and 26 other areas of law. Charles received a B.A. degr...
We help clients navigate the sometimes confusing world of estate planning, helping them avoid paying unnecessary taxes, costs, and fees so that more a...
Mr. William F.
Victoria Rice Spellman is a lawyer practicing wills, probate, trusts and estates and 9 other areas of law. Victoria Rice received a B.A. degree from M...
Carl W Dufendach is a lawyer practicing estate planning and probate law, corporate law, equity compensation and 4 other areas of law. Carl received a ...
Anthony S Hart III is a lawyer practicing taxation, pension and profit sharing plans, employee benefits and 6 other areas of law. Anthony received a B...
Jane E. Quirion is a lawyer practicing estate planning, tax planning, business planning and 2 other areas of law.
Michael Nedder is a lawyer practicing estate planning, trusts, real estate and 12 other areas of law. Michael received a B.S. degree from Fairfield Un...
Minna Christine Yang is a lawyer practicing estate planning, real estate, business and transactional planning and 4 other areas of law. Minna received...
Jean M. Ansay is a lawyer practicing tax planning, estate planning, real estate and 10 other areas of law.
Phi Beta Kappa. Honors and Awards: American Jurisprudence Award in Trusts and Estates; Listed in Best Lawyers in America, Steven Naifeh, Gregory White...
What is Tax Planning?
Tax Planning is the branch of law that governs the rights, obligations, and disputes that arise within its subject matter. In the United States, tax planning sits at the intersection of statutes enacted by Congress, the regulations issued by federal agencies, the laws passed by all fifty state legislatures, and the body of judge-made decisions known as the common law. Because every state writes its own version of the rules, the way tax planning works in one jurisdiction can look noticeably different from how it works in another, and that is one of the main reasons attorneys in this area focus their practice geographically — to stay fluent in the local statutes, court rules, and judicial preferences that shape outcomes.
At a practical level, Tax Planning attorneys spend their time on three categories of work. The first is advice and prevention: counselling clients on how to structure transactions, draft documents, and conduct business so that legal risk is minimised before a dispute ever begins. The second is transactional execution: producing the contracts, filings, notices, and registrations that the law actually requires to make a decision legally binding. The third is contested representation: defending or pursuing a client's interests when a dispute escalates to negotiation, regulatory enforcement, arbitration, or litigation in court.
The clients who hire Tax Planning lawyers range from individuals navigating a single life event to multinational corporations with complex regulatory exposure. What unifies them is the need for an experienced lawyer who knows the relevant code sections, has appeared in the relevant courts, and can translate the strategic options into language a client can act on. AttorneyQnA currently lists 2,074 verified tax planning attorneys across the United States, each with a public profile showing their bar admissions, years in practice, and the kinds of matters they have handled — with the deepest concentration of practitioners in Alabama.
When do you need a Tax Planning attorney?
Most people contact a tax planning lawyer for one of two reasons: something is about to happen that they want done correctly the first time, or something has gone wrong and they need it fixed before it gets worse. The earlier you involve counsel, the more options you usually have, and the lower the cost of getting to a resolution tends to be. The scenarios below are the ones we see most often on AttorneyQnA from prospective clients searching for tax planning representation.
Once your signature is on a contract, settlement, lease, or release, your bargaining leverage drops sharply. A short pre-signature review by a tax planning lawyer is the cheapest insurance you can buy.
Cease-and-desist letters, regulatory notices, and demand letters all start clocks. Missing the response window can convert a manageable problem into a default judgment or formal enforcement action.
Statutes of limitations, filing windows, and appeal periods are jurisdictional — courts cannot extend them as a favour. If you can identify a date that matters, you need a lawyer before that date arrives.
The moment opposing counsel appears, the conversation moves out of normal English and into procedural language. Continuing unrepresented usually means losing ground you cannot recover later.
Forming an entity, choosing a venue, structuring a deal, or selecting a remedy each has long-term consequences. A consultation at the planning stage is far cheaper than redoing it after the fact.
Multi-state matters bring conflict-of-laws questions that change which statutes apply and which court has authority. An attorney licensed in the right jurisdiction is not optional.
If any of the situations above describes where you are right now, the next step is a focused consultation. Use the Ask a Lawyer tool for short written questions, or browse the 2,074 tax planning attorneys listed above to book a paid consultation directly.
How to choose a Tax Planning attorney
The single biggest factor in choosing a tax planning lawyer is fit with your specific matter. A lawyer with twenty years of tax planning experience but no exposure to your particular sub-issue can easily be a worse choice than a five-year associate who has handled the same problem repeatedly. We recommend running every prospective lawyer through the same five-step checklist before signing an engagement letter.
- Bar admission in the correct jurisdiction. Confirm the lawyer is admitted in the state — and where relevant, the federal district — where your matter sits. The lawyer's profile on AttorneyQnA shows every bar admission on file, and the underlying state bar's "lawyer lookup" tool will confirm active standing in under a minute.
- Direct experience with your fact pattern. Ask plainly: "How many matters like mine have you handled in the last three years, and how did they resolve?" An honest answer reveals more than years-in-practice alone.
- A written fee agreement. Whether hourly, flat fee, contingent, or hybrid, the engagement letter should specify what is included, what triggers additional charges, and how disputes are handled. Avoid lawyers who resist writing the terms down.
- Communication cadence. Decide upfront how often you expect updates, who your day-to-day contact will be, and what response time is reasonable. The number-one complaint filed with state bar grievance committees is not malpractice — it is non-communication.
- Conflict check + reputation pulse. Make sure the lawyer has run a formal conflict check, then spend ten minutes reading independent reviews and any public disciplinary history. The state bar's website is authoritative for the second; the lawyer's AttorneyQnA profile collects the first.
Once you have a shortlist, schedule consultations with two or three. Lawyers vary widely in temperament, and the right strategic match for your case is sometimes the second or third lawyer you meet — not the first.
How much does a Tax Planning lawyer cost?
Legal fees in the United States are not regulated by a uniform schedule, so what you pay a tax planning lawyer depends on the billing model the lawyer offers, the complexity of your matter, and the local market. There are four billing structures used in this practice area; most engagements use one, but hybrid arrangements are increasingly common.
1. Hourly billing
The default model for most non-contingent matters. Rates for tax planning attorneys in the U.S. typically range from $150–$250/hour in smaller markets to $400–$700/hour in major metropolitan areas, with senior partners at large firms commanding $900/hour and above. Hourly billing is fairest when the scope of work is genuinely unpredictable, but it creates an incentive structure that the client has to monitor.
2. Flat fee
Increasingly used for well-defined transactions — incorporations, will drafting, single-issue filings, uncontested matters. A flat fee tells you exactly what the deliverable will cost, and the lawyer absorbs the risk of unexpected complexity. Ask whether the flat fee includes filing fees, third-party costs, and any post-filing follow-up.
3. Contingency
Where it is permitted by the rules of professional conduct — most often in plaintiff-side tax planning work involving monetary recovery — the lawyer is paid a percentage of the proceeds, typically 33% before suit is filed and 40% after. The client pays nothing if there is no recovery. Contingency fees align the lawyer's economics with yours, but the percentage compounds across time, so very strong cases sometimes do better on hourly billing.
4. Retainer / subscription
A monthly fee that buys a defined block of access or hours. This is common for businesses with ongoing tax planning needs — contract review, employee questions, regulatory check-ins. A subscription smooths out spending and gives the lawyer a reason to know your operation in depth.
Whichever model you choose, ask for an itemised written estimate before the engagement begins, and ask explicitly what is not covered. Surprise expenses are the most common source of attorney-client friction.
Frequently asked questions about tax planning
How quickly can a tax planning lawyer review my matter?
Most lawyers can schedule an initial consultation within 1–3 business days. Urgent matters — pending deadlines, time-sensitive notices, court-ordered hearings — should be flagged in your first message; many lawyers reserve emergency consultation slots for that reason. If you need a written answer faster, the Ask a Lawyer tool typically returns answers in under 24 hours.
Do I need a tax planning lawyer in my exact city, or anywhere in my state?
Bar admission is the controlling rule: any attorney licensed in your state can represent you in that state's courts and agencies, regardless of which city they're based in. Practical proximity still matters for in-person meetings, local court familiarity, and access to the local bench and bar. For state-level filings and remote-friendly matters, an attorney elsewhere in the same state often works fine.
Will an initial consultation cost me anything?
Many tax planning attorneys offer a free 15- to 30-minute initial consultation; others charge a flat consultation fee that may be credited against the engagement if you hire them. The lawyer's profile lists the consultation policy. Free does not always mean better — a fee-based consultation is sometimes the sign of a lawyer who treats their time, and yours, seriously.
What documents should I bring to the first meeting?
Bring every contract, notice, letter, filing, or written communication connected to the matter; a written timeline of events with dates; the names and contact details of every other party involved; and any deadlines or hearing dates you are already aware of. Even an incomplete file is more useful than a verbal summary alone.
Can I change lawyers if I am not happy with mine?
Yes. Clients can discharge their lawyer at any time, for any reason, by written notice. Your case file belongs to you and must be transferred to your new counsel. Any unpaid fees through the date of discharge remain owed; any unearned advance must be refunded. If you are mid-litigation, the court typically must approve the substitution, but approval is routine.
How long does a typical tax planning matter take?
It depends almost entirely on whether the matter is transactional or contested. A transactional matter — a contract, a filing, a single-step transaction — can resolve in days to weeks. A contested matter — anything involving disputed facts, court intervention, or regulatory action — typically takes months at minimum, and complex cases can run multiple years. Your lawyer should give you a realistic outside estimate at intake.
Are tax planning lawyer fees tax-deductible?
It depends on the nature of the matter and current tax law. Fees connected to producing or collecting taxable income, managing investment property, or operating a business are often deductible; fees for personal matters generally are not. Because rules change, confirm deductibility with a tax professional for the year in which the fees are paid.
What is the difference between tax planning and the related practice areas?
Tax Planning overlaps with several adjacent areas — see the related-practice-area grid below for direct links. Choosing the right lawyer often means picking the one whose primary focus matches the heart of your problem, even if multiple labels could technically apply. When you are unsure, list your situation in your own words to two lawyers from neighbouring areas and ask which one of them is the better fit; honest lawyers will tell you.
Find tax planning attorneys by state
Each state link below opens the tax planning roster for that jurisdiction, with the local statute of limitations, court-system overview, and verified attorneys.
Tax Planning Law Firms
Main Law Firm
Winter Park
Walton Law Firm
San Marcos
Bruner Law Firm
Fort Walton Beach
J&Y Law Firm
Los Angeles
West Law Firm
Charleston
John T. Floyd Law Firm
Houston
Tax Planning by State
All states →Find tax planning attorneys in every US state. Each state link opens a hub with verified attorneys, the state filing deadline, and a free attorney match.