IRS and Various States Tax Controversy
and Dispute Resolution Services
If you are facing an audit, collection action, or IRS appeal, Neil Jesani Tax Advisors offers expert representation for high-net-worth individuals and businesses with at least $250,000 in dispute. Our in-house team of senior tax attorneys, CPAs, and enrolled agents specializes in resolving high-stakes tax controversies and protecting your assets. Please call (800) 758-3101 or schedule a consultation for immediate assistance.
Experienced Tax Professionals for IRS Audit Defense, Collections, and Appeals
When the IRS challenges your position or demands payment, the difference between a routine response and a strategic defense can mean hundreds of thousands of dollars.
At Neil Jesani Advisors, every case is managed by seasoned Tax Attorneys, CPAs, and IRS Enrolled Agents who handle complex tax controversies daily. We represent clients through audits, appeals, and collections, navigating the same IRS systems that overwhelm most taxpayers.
Whether you’re facing an audit notice, a tax lien, or a proposed assessment, our goal is simple: protect your assets, minimize exposure, and reach the most favorable resolution possible, often before litigation becomes necessary.
Common Tax Controversy Scenarios and When to Seek Help
Tax controversies arise when there are disagreements or disputes with tax authorities such as the IRS or state tax agencies. Common scenarios include receiving an IRS audit notice, facing penalties or back taxes assessments, encountering liens or levies, and dealing with wage garnishments or collection actions. These situations can be stressful and may lead to costly financial consequences if not handled properly.
When to seek help:
- Immediately upon receiving any official IRS or state tax notices
- If you are unsure about the accuracy of your tax filings
- When you face potential penalties or enforcement actions
- If you want to negotiate payment plans or penalty abatements
At Neil Jesani Advisors, we specialize in protecting high-income individuals and businesses from tax controversies. Our in-house team of tax attorneys, CPAs, and enrolled agents provides expert IRS audit defense, appeals representation, and penalty relief, helping you resolve disputes efficiently and protect your financial future.
How to Avoid Tax Controversy
Expert Tax Planning
The best way to avoid tax controversies is to plan ahead. Strategic tax planning helps you stay compliant while minimizing risks. Neil Jesani Advisors’ tax advisory team specializes in identifying potential issues before they arise and creating customized plans tailored to your unique financial situation. Proactive planning reduces the risk of getting an audit and prevents costly disputes.
Accurate and Compliant Tax Filings
Errors and omissions on tax returns often lead to IRS scrutiny. Working with Neil Jesani’s experienced CPAs and tax attorneys ensures your tax filings are thorough, accurate, and compliant with all federal and state regulations. Our attention to detail and expertise help avoid red flags that could invite audits or penalties.
Have a Trusted Tax Controversy Team Ready
Even with careful planning, tax controversies can happen. Having a dedicated controversy team like Neil Jesani Advisors means you have expert representation immediately if issues arise. Our in-house tax attorneys, enrolled agents, and CPAs provide a swift and effective defense, minimizing financial impact and resolving disputes efficiently.
Our Tax Dispute Services
We represent high-income individuals, business owners, and professional firms facing complex tax disputes at every stage, from audit to resolution.
IRS and State Tax Audits
When the IRS or state tax authorities question your return, every detail matters. We guide clients through the audit defense process, respond to information requests, and defend positions using solid documentation and legal precedent to minimize or eliminate assessments.
Tax Collections and Enforcement Defense
If you owe back taxes or have received a notice of lien, levy, or wage garnishment, we step in quickly to negotiate directly with the IRS. Our team works to release liens, prevent levies, and structure payment plans or Offers in Compromise that protect your assets and cash flow.
IRS Appeals and Administrative Resolutions
If you disagree with an audit result or collection action, our appeals specialists can represent you before the IRS Independent Office of Appeals. We build your case, challenge errors, and pursue administrative remedies before litigation becomes necessary.
Tax Litigation and Court Representation
When disputes cannot be settled administratively, our tax attorneys represent clients before the U.S. Tax Court and other judicial forums. With decades of combined experience, we prepare persuasive legal arguments that align with your financial objectives.
Penalty Abatement and Interest Reduction
Penalties and interest can compound rapidly. We analyze the root cause, reasonable cause, reliance on expert advice, or IRS error, and request abatement where applicable, often saving clients hundreds of thousands of dollars.
Criminal Tax Defense
For cases involving potential fraud or willful noncompliance, early representation is critical. Our attorneys coordinate directly with federal counsel to protect your rights, manage exposure, and work toward the most favorable resolution possible.
Our Process: How We Resolve Tax Controversies
At Neil Jesani Tax Advisors, we understand that when the IRS or state tax authorities get involved, time and precision are everything. Our process is designed to move quickly, protect your interests, and deliver clear resolutions with minimal disruption to your life or business.
Comprehensive Case Review
We start with a full analysis of your situation, reviewing tax notices, prior filings, and any correspondence with the IRS or state agencies. Our goal is to understand the facts, identify exposure, and determine your strongest defense position before we engage.
Strategy Development and Representation Plan
Every tax controversy is unique. Once we understand the scope, our in-house team of Senior Tax Attorneys, CPAs, and Enrolled Agents builds a tailored plan to resolve your issue efficiently. Whether it’s an audit, appeal, or collection matter, we outline each step clearly so you know exactly what to expect.
Direct IRS Communication and Negotiation
From this point forward, you won’t have to deal with the IRS directly. Our team handles all communication on your behalf; drafting responses, attending meetings, and negotiating resolutions. We work to minimize penalties, reduce liabilities, and protect your personal and business assets.
Resolution and Compliance Reinforcement
Once your matter is resolved, we don’t stop there. We ensure all compliance issues are addressed to prevent future disputes and help you implement safeguards to avoid recurring problems. Many clients continue to work with our advisory team for proactive planning and long-term tax efficiency.
Representation Rights and IRS Notices: What You Need to Know
If you are facing IRS audits, collections, or tax disputes, having authorized representation is essential.
At Neil Jesani Advisors, our in-house tax attorneys, CPAs, and enrolled agents are fully qualified to represent you before federal and state tax agencies. This means we manage all communications, negotiate on your behalf, and protect your rights throughout the entire process.
IRS notices can range from audit invitations to serious collection actions like liens or levies. Ignoring these notices can result in significant financial penalties. Our team reviews every notice carefully and responds promptly to ensure your case is resolved quickly, penalties are minimized, and your financial interests are protected.
Why Clients Choose Neil Jesani Advisors
Our tax planning approach makes complex situations easier to manage, more efficient, and fully aligned with your goals. By working with our team, you benefit from:
Proven Expertise – 25+ years in tax planning services for high-income individuals, business owners, and mid-market companies.
Senior In-House Team – Work with 70+ CPAs, Tax Attorneys (JDs), EAs, CFOs, Controllers, and planners.
Trusted Reputation – 99% client satisfaction and 800+ long-term clients who rely on our coordinated, white-glove support.
Industry Knowledge – 1000+ years of combined team experience in healthcare, technology, legal, real estate, private equity & more.
Unified Tax Guidance – One team handling tax planning, compliance, accounting, and advisory work so your decisions stay tax-efficient.
Clear Communication – Transparent pricing, detailed explanations, and support designed to help you make confident decisions.
We represent high-net-worth individuals and business clients with at least $250,000 in dispute with the IRS or other taxing authorities. Please call/email for immediate help otherside schedule a consultation.
Meet Your Tax Dispute & Defense Team
Rich Hofmann, JD, CPA
With over 30 years of experience, Mr. Hofmann brings a strong legal and tax background to our team. He has advised individuals and companies on advanced tax planning, compliance, and financial strategy, and has held leadership roles in major tax departments.
Mr. Hofmann is admitted to practice before the U.S. Tax Court, the U.S. District Court (Indiana), the Accountancy Board of Ohio, and the Appellate Division of the Supreme Court. He has lead audit defense and appeals for sales tax, property tax, unclaimed property and income/franchise tax in 30 states and before the IRS.
Paul Donovan, JD, CPA
Originally from Boston, Mr. Donovan brings close to three decades of legal and tax controversy resolution experience to the firm. Throughout his career, he has resolved several high-stakes income, sales and use tax controversies for clients around the US.
Mr. Donovan spent much of his career advising high-net-worth individuals and multinational Fortune 500 clients on various tax planning, compliance and controversy resolution matters.
Mr. Donovan is admitted to practice in both states as well as the US District Court (MA and FL) and the 1st Circuit Court of Appeals. Mr. Donovan is also a Certified Public Accountant in Massachusetts.
Dr. Tefera Beyene, PhD, MBA, CPA, CGMA, EA
Cody Dinda, CPA, EA, MST
Adam Lusthaus, JD, LLM
With almost 20 years of experience, Mr. Lusthaus advises individuals, businesses, and nonprofits on estate and tax planning, succession strategies, and IRS audits. He has represented clients in federal and state tax matters, guided entity formation, and crafted advanced estate plans designed to minimize transfer taxes. He has presented for Lorman Educational Services and is a member of both The Florida Bar and the American Bar Association’s Tax Section.
What Customers Are Saying
They are very knowledgable and professional. Rich has been incredible in educating me about the different tax strategies, and developing compelling personalized strategies based on my financial outlook. Raniya has been amazing in keeping the overall process organized and efficient, and Sally has helped ensure smooth execution.
Frequently Asked Questions - Tax Controversy and Dispute Resolution
Tax controversy services involve professional support to resolve disputes between taxpayers and tax authorities, such as the IRS or state agencies. These services include audit defense, appeals, penalty negotiations, collection resolution, and representation during tax litigation. Neil Jesani Advisors offers expert tax controversy services to protect your rights and minimize financial impact.
Yes, some tax disputes escalate to court if they cannot be resolved through IRS appeals or alternative resolution methods. Courts like the U.S. Tax Court or federal district courts hear cases involving tax deficiencies, penalties, or enforcement actions. Neil Jesani Advisors works to resolve most disputes before court but provides expert litigation support if necessary.
The IRS may audit taxpayers due to random selection, discrepancies on tax returns, unusually high deductions, mismatched income reports, or involvement in complex transactions like investments or business ownership. High-income earners and businesses with multi-state operations are often at greater risk. Early expert tax planning and compliance reduce audit risks.
Taxes become controversial when there is disagreement over the amount owed, the validity of deductions, credits, or reporting accuracy. Complex financial situations, errors, or differing interpretations of tax laws often lead to disputes requiring professional intervention.
Tax controversies refer to conflicts between taxpayers and tax authorities arising from audits, assessments, collections, or enforcement actions. These disputes can involve penalties, back taxes, or liens. Neil Jesani Advisors specializes in resolving such controversies through strategic defense, negotiation, and representation.
