Houston Tax Attorneys

Discuss Your Options with a Houston Tax Lawyer in Confidence

**Attorney Lynette Byrd**
Houston Tax Team Lead
Former DOJ Attorney

**Attorney Alina Veneziano**
Houston Tax & CPA Team Lead

**Alice Campbell**
Houston Tax Team
Former Special Agent (IRS)

Houston meeting location – by appointment only: We do NOT accept mail or service at this location.
440 Louisiana St #200
Houston, TX 77002
713-597-3388

Our tax law lawyers represent individuals and companies in complex and high-stakes tax law issues involving the Internal Revenue Service (IRS), IRS Criminal Investigation (IRS CI), and U.S. Department of Justice (DOJ). This includes not only audits, investigations, and litigation, but also voluntary disclosures, settlement negotiations, tax disputes and other means of securing an informal resolution. Regardless of the circumstances involved, if you need assistance with a federal tax law matter, a Houston tax lawyer at Oberheiden P.C. can help you strategically target a favorable and cost-effective resolution appropriate tax planning.

When you are dealing with the IRS, IRS CI, or DOJ, it is important to have experience on your side. At Oberheiden P.C., our team includes former IRS CI Special Agents and DOJ prosecutors. With extensive experience on both sides of complex tax laws and high-stakes federal tax matters, in our Houston Law Firm we offer our clients deep insights, and we are able to efficiently target resolutions that help our clients minimize their liability—if not avoid liability entirely.

Federal Tax Matters We Handle

Within our federal tax practice, we assist individual and corporate taxpayers with proactively resolving tax issues with the IRS, responding to audits and investigations, defending against civil and criminal allegations, and reducing or eliminating their federal liability through other means. Our Houston, Texas tax law firm attorneys regularly provide representation for matters including:

IRS Audits – We represent clients during correspondence audits, office audits, and field audits. All three types of IRS audits can present significant risks; and, to avoid unnecessary consequences, taxpayers that are facing scrutiny from the IRS must take an informed and strategic approach to the audit process. Not only can IRS audits lead to imposition of liability for back taxes, interest, and penalties, but they can also trigger criminal tax fraud and tax evasion investigations in some cases in state and federal courts.
IRS Audit Appeals – Taxpayers that disagree with the outcome of their tax audits have the right to file an appeal. While there are several potential grounds for filing an appeal, taxpayers must choose (and clearly document) grounds that are pertinent to their specific circumstances. A Houston tax attorney at Oberheiden P.C. can determine if you have grounds to file an appeal; and, if so, our team can pursue an appeal at the IRS’s Independent Office of Appeals Tax Court litigation or in the U.S. Tax Court.
IRS CI Investigations – We have extensive experience on both sides of IRS CI investigations. These investigations can lead to serious federal charges (including both tax-related and non-tax-related charges), so an effective defense is essential. When we represent taxpayers during IRS CI investigations, we focus on resolving our clients’ investigations without charges whenever possible, and on ensuring that we preserve all potential grounds for challenging their investigations in court if necessary for tax returns.
Federal Tax Litigation – We handle civil and criminal federal tax litigation on behalf of individual and corporate taxpayers in Houston, TX. Whether you need to pursue an appeal in the U.S. Tax Court, challenge the IRS’s collection efforts, or defend against serious federal charges, we can use our experience to protect you (or your company) by all means available.
Federal Tax Relief and Resolution – Along with audits, investigations, and litigation, we also provide representation for other tax relief and resolution matters. This includes, but is by no means limited to, pursuing offers in compromise and tax settlement agreements, submitting voluntary disclosures, and seeking relief under the IRS’s penalty abatement programs. If you dispute your (or your company’s) federal liability or owe more than you can afford to pay, a Houston tax lawyer at Oberheiden P.C. can help you consider all of the options you have available.

Regardless of the circumstances at hand, when dealing with a federal tax controversy, a proactive approach is generally going to afford the greatest opportunity to achieve a favorable out-of-court resolution. Once you get in touch, we will arrange for you to speak with one of our Houston tax lawyers in confidence as soon as possible, and your attorney will provide the advice and insights you need to make informed decisions about your next steps.

Dr. Nick Oberheiden

Founder

Attorney-at-Law

Lynette S. Byrd

Former DOJ Trial Attorney

Partner

Brian J. Kuester

Former U.S. Attorney

Hon. Kevin McCarthy

55th Speaker, U.S. House of Representatives (ret.)

Government Consultant

Mike Pompeo

Of Counsel

Former U.S. Secretary of State

John W. Sellers

Former Senior DOJ Trial Attorney

Linda Julin McNamara

Federal Appeals Attorney

Nicholas B. Johnson

Former Prosecutor

Roger Bach

Former Special Agent (DOJ)

Chris J. Quick

Former Special Agent (FBI & IRS-CI)

Michael S. Koslow

Former Supervisory Special Agent (DOD-OIG)

Ray Yuen

Former Supervisory Special Agent (FBI)

Issues That May Require Resolution

Federal tax controversies can involve a wide range of issues. When dealing with the IRS or IRS CI, it is critical to ensure that you have a clear and comprehensive understanding of the relevant issues, their associated risks, and the options that are available for targeting a favorable resolution. Recently, the IRS and IRS CI have prioritized enforcement with respect to matters including (but not limited to):

Failure to report taxable income (including cryptocurrency or gaming income)
Failure to report offshore accounts or other foreign financial assets
Failure to timely remit federal payroll taxes
Improperly claiming the Employee Retention Credit (ERC)
Improperly obtaining a Paycheck Protection Program (PPP) loan or PPP loan forgiveness
Improperly claiming other tax credits, deductions, or exemptions
Underreporting federal tax liability
Underpaying federal tax liability

Again, these are just examples. If you are facing scrutiny from the IRS or IRS CI for any reason, or if you have any reason to be concerned about your (or your company’s) tax filings, we strongly encourage you to speak with a Houston tax attorney at Oberheiden P.C.

5 Reasons to Choose Oberheiden P.C. in Houston, TX

Why should you choose Oberheiden P.C. if you need a Houston tax attorney? Here are five reasons why individuals and companies in Houston (and around the world) trust us to deal with the IRS, IRS CI, and DOJ on their behalf:

1. Our Experience at the DOJ

Several of our Houston tax attorneys have prior experience at the DOJ, where they prosecuted tax evasion, tax fraud, and other white-collar criminal cases.

2. Our Experience at IRS CI

Along with our lawyers, our team also includes consultants who previously investigated tax evasion, tax fraud, and other crimes as Special Agents with IRS CI.

3. Our Strategic Insights

As a result of our attorneys’ and consultants’ experience within the DOJ and IRS CI, we are able to offer strategic insights that take into account these agencies’ enforcement tactics and priorities.

4. Our Forward-Thinking Approach

In all federal tax matters we handle, we take a forward-thinking approach focused on achieving favorable results that serve our clients’ interests both immediately and in the long term.

5. Our Successes in High-Stakes Federal Tax Matters

While past results do not guarantee future outcomes, we have achieved notable success in helping both individual and corporate taxpayers avoid unnecessary liability.

FAQs: Resolving Tax Controversies with the IRS in Houston, TX

Do I Need a Lawyer if I Have Been Contacted by the IRS?

We strongly recommend speaking with a lawyer if you have been contacted by the IRS. If the IRS is looking into your (or your company’s) filing history, you need to ensure that you are making informed decisions about your next steps. An experienced Houston tax lawyer at Oberheiden P.C. can help.

What Are the Potential Outcomes of an IRS Audit?

The potential outcomes of an IRS audit range from a finding of compliance to the imposition of substantial liability for back taxes, interest, and penalties. If you are facing an audit (or if your company is facing an audit), engaging experienced tax counsel will be a key first step toward avoiding unnecessary and unwarranted consequences.

What Are the Potential Outcomes of an IRS CI Investigation?

IRS CI investigations can also have a wide range of outcomes. While taxpayers who promptly engage experienced counsel will be able to avoid penalties in many cases, IRS CI investigations can also lead to serious federal charges that carry both fines and prison time.

Should I Voluntarily Disclose a Filing Error to the IRS?

While proactively addressing a filing error will be the most advantageous approach in most cases, determining which approach to take requires a clear understanding of your circumstances and the options you have available. In some cases, filing an amended return will be enough. But, in others, it may be necessary to consider a streamlined filing or voluntary disclosure in order to mitigate the risks involved. A Houston tax attorney at Oberheiden P.C. can help you decide how best to proceed in light of the circumstances at hand.

What Happens if I Don’t Voluntarily Disclose a Filing Error to the IRS?

If you don’t voluntarily disclose a filing error to the IRS, this will leave you exposed to the possibility of facing an audit or investigation. Additionally, once you discover a filing error, failing to resolve it proactively can lead to allegations of intentional tax evasion or tax fraud—which is a serious federal crime. To ensure that you are making informed decisions, you should discuss your options with an experienced tax lawyer promptly.

Schedule an Appointment with a Houston Tax Attorney at Oberheiden P.C.

If you would like to know more about our federal tax practice or our experience representing individual or corporate taxpayers in Houston, we invite you to get in touch for a free initial consultation. To schedule an appointment with a Houston tax lawyer at Oberheiden P.C., give us a call at 888-680-1745 or contact us confidentially online today.