Tax Law

Over the past 60 years, Weiss Berzowski LLP’s tax law attorneys have established themselves as premier advocates for the fair taxation of individuals and businesses. Our tax attorneys utilize their unique combination of skills, including accounting, business and real estate law to provide advice and counsel on the diverse taxation rules affecting businesses and individuals.

Our tax services generally fall into two categories: Tax Planning and representation in Tax Controversies.

Tax Planning

Tax consequences arise in almost every business decision. Whether you operate a large scale manufacturing business, a real estate operation or small service based business, our tax attorneys can help you navigate through the complex tax laws and avoid unexpected tax consequences. Our tax planning services include developing strategies that legally minimize the income, sales, payroll, property and other taxes imposed on businesses, their owners and individuals.

When our clients wish to start a new business, we will help them in determining the best structure for the operation and assist in addressing capitalization concerns. As a business grows, we work with clients in the merger with, or acquisition of, other businesses, structuring executive compensation and the tax deferred acquisition of real estate or other property. When it is time for a business owner to retire, we assist them in planning for the succession of the business to other family members, employees or unrelated buyers.

Our clients, small or large, closely or publicly held, all benefit from our tax planning experience that allows us to view a transaction as a whole. The broad and diverse background of our tax planning attorneys provides our clients with the confidence that their tax concerns will be a part of any business, activity or transaction in which they are involved.

Tax Controversy

Our tax controversy attorneys help individuals and businesses work with the Internal Revenue Service, Wisconsin Department of Revenue and local municipalities to resolve potential tax issues. We have a long history of finding answers to income, employment, sales, excise and property tax concerns. Whether the tax problems involve businesses, their owners or individuals, we guide our clients through audits, appeals, litigation, collection matters, as well as property tax exemption or valuation issues.

When working with our clients, we serve as an intermediary between the client and the tax authorities. This helps ease the burden on the client by providing confidence that their rights are protected when responding to a document summons or information request. In dealing with appeals and litigation, our attorneys ensure that the tax laws applicable to the situation are fully addressed. Where a tax collection matter is at issue, our tax controversy attorneys have effectively achieved favorable Offers in Compromise, the avoidance or reversal of levies and wage garnishments, obtained lien releases, established workable installment agreements and avoided personal liability assessments.

Concerning property taxes, we regularly work with local assessors and appear before Boards of Review to establish the proper value of a property. Where charitable, religious or other exempt institutions are involved we have successfully obtained complete exemptions from local property taxes.

By leveraging our experience, we regularly work with businesses and individuals nation-wide in resolving their concerns. Regardless of the size of the problem or the nature of the case, our tax controversy attorneys work with you to find a solution.