Do I need a US tax lawyer?
This depends strongly on your personal or business situation Most of our selected partners do provide law services when needed.
Discussion with legal counsel would be protected by attorney-client privilege. This is particularly important if the taxpayer ultimately decides not to make the disclosure to the IRS. In contrast, a consultation with a non-attorney (for example, with the taxpayer’s accountant) is not protected by the privilege. If the IRS discovers the foreign financial accounts or assets, the taxpayer’s accountant or other non-attorney could become a witness for the IRS against the taxpayer or be required to turn over records and documents. This would not be the case if an attorney had been consulted.