Tax Attorney Tacoma Case Study

contacts between the out of state vendor and taxing state to allow the state to

1 taxpayers' reliance on disputed advice was unreasonable as to late filing of tax return;

This is a case involving Mrs. Lomanno and her husband Mr. Lomanno. Mrs. Lomanno, who is the petitioner, filed a case contesting her liability for deficiencies or additions of tax for the year 1987 and 1988. The petitioner started working in the 1986 as a dietetic director at Kaiser Hospitals and later that year after Kaiser ceased operations worked for a nursing home as Director of Dieticians. In the year 1987, she started working as a sales representative for Practor-Care, Inc. she was in charge of marketing nutrition and food computer software to institutions in Ohio, Kentucky, Michigan and part of Pennsylvania, she ceased working in 1987 due to a difficult pregnancy she did not return to work. In the year 1987 her

Thank you for coming to our offices and allowing us to review and discus your concerns regarding your tax questions. I have been assigned to reply to your questions and I have listed my recommendations below. After you both have reviewed these recommendations, please contact me so we can go over any additional questions you may have.

| The firm recommended an aggressive tax position to the client that is more likely than not to be legally allowed.

This revenue procedure applies to a qualifying small business taxpayer as defined in section 5.01 with average gross receipts of $10,000,000 or less that is not

After reviewing John and Jane Smith’s points of view, it will be your turn as a tax professional to decide on the best course of action from a tax

The purpose of this Memorandum for Record (“Memo”) is to evaluate Colorado Personnel Resources, Inc.’s (“CPR, Inc.” or “Company”) Hawaii General Excise Tax (“GET”) liability. Specifically, this Memo analyzes issues involving nexus, taxability, tax rate, and penalty waiver.

Instructions: You should prepare a legal memorandum to your client providing tax advice on the proposal set forth here. Be sure to include citations to code sections, regulations and other authorities that you rely upon in reaching your conclusion. The paper generally runs about two to three pages and is due the last day of class or May 10, 2011..

the taxing authority, management believes that if it were to negotiate a settlement with the taxing

BACKGROUND: Sue Growne, client G14159, is looking to purchase a tavern, which would include both realty and personality. So ReaLand CPA’s could better serve this client, I, Bobbi Paternico was tasked with researching the legal and tax options available to the client, based upon the entity utilized for the purchase and the method of purchase.

In drafting the response or getting ready for the appointment, the taxpayer should examine very carefully the issues stated in the contact letter. The taxpayer should also plan an audit defense and to determine whether the issues are localized in one year or potentially broaden to other years.

The tax preparation industry services millions of customers each tax season. Among the industry participants there are tax preparation franchises and independent tax preparation firms. The values illustrated by a tax professional; depends upon the individual or firm that is providing the service. However, most customer complaints are against tax preparation franchises like HR Block and Jackson Hewitt. Therefore, these complaints indicate that there is a lack of principle and values within this industry as a whole.

The information that I am currently learning right now in my tax class will help greatly as I

The place a customer can look for Four T Tax Service is in Henderson Nevada. Since we are located in Henderson Nevada we are able to serve a community that does not have a large number of tax preparation service businesses. Henderson Nevada is a smaller community located close to Las