Understanding Tax Controversy In Tampa

Our legal team at The Jefferson Firm, LLC is here to help you understand tax controversy, and navigate your way through the complex issues. Welcome to our news and blog page, where we offer some tips and information for the public.

Our Blog, News And Media Updates

Be sure to check our news and blog frequently as we will be updating it with new material as it becomes available.

Winning the Lottery, April 10, 2018

If you won the lottery, what are the tax implications? Tampa Tax Attorney Nehemiah Jefferson shared some tips with Fox 13 news after a local winner of $450 million was announced.  View the story at http://www.fox13news.com/news/local-news/previous-lotto-winners-advice-hire-an-attorney.

 

NEHEMIAH JEFFERSON IS ON TWITTER! April 10, 2018

Attorney Nehemiah Jefferson is always seeking creative ways to educate the general public not only about tax matters but also with inspirational messages to encourage people to live productive and abundant lives. Follow @JeffersonFirm on Twitter for updates!

 

Tax Filing Tips, April 3, 2018

If you are going to hire an individual to prepare your tax return, only hire a Tax Attorney, Certified Public Accountant, or Enrolled Agent.  You can verify these professionals credentials on www.irs.gov.  IRS.gov also has tips for choosing a tax preparer.

 

The justice department announced on April 3, 2018 a lawsuit to shut down a tax preparation business in Florida. (https://www.justice.gov/opa/pr/justice-department-files-lawsuit-shut-down-tax-preparation-businesses-st-petersburg-area).   The Justice Department also publishes an alphabetical list of preparers that are enjoined or prohibited from preparing tax returns.

 

Beware of tax preparers who do not sign your return.  Preparers who receive compensation for the preparation of a tax return must take responsibility and exercise due diligence.

 

An extension of time to file is not an extension of time to pay.

 

THE JEFFERSON FIRM, LLC IS A CERTIFIED ACCEPTANCE AGENT July 26, 2017

The Jefferson Firm, LLC is now an IRS Certified Acceptance Agent and can assist individuals in obtaining an Individual Tax Identification Number (ITIN). "A Certified Acceptance Agent is a person or an entity (business or organization) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a Taxpayer Identification Number (TIN) to file a Form 1040 and other tax schedules. The Certified Acceptance Agent facilitates the application process by reviewing the necessary documents, authenticating the identity when able and forwarding the completed forms to IRS."

 

IRS Impersonation Scam Reporting - By Nehemiah Jefferson, Esq. Aug 21, 2017

The IRS impersonation scam telephone calls have not and likely will not stop. I continue to receive calls from taxpayers who are afraid, frantic, nervous, and frightened because they have been threatened by someone they thought was associated with the IRS. The most recent caller stated the IRS impersonator demanded $7,000 in 30 minutes or the taxpayer would be arrested. The impersonator called from (702) 803-9382.

 

If you have been a victim of a scam involving IRS impersonation, you may use the link below to report it.

 

https://www.treasury.gov/tigta/contact_report_scam.shtml

 

In addition, the IRS regularly posts information about tax scams on their website. See link below.

https://www.irs.gov/uac/Dont-Fall-for-New-Tax-Scam-Tricks-by-IRS-Posers

 

As always, never give out personal or private information over the phone to a stranger that contacts you. Certainly, do not send money! If you are uncomfortable, simply hang up and contact the authorities or a tax attorney.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

 

RS YouTube Channel - By Nehemiah Jefferson, Esq. Jun 27, 2017

The IRS has a YouTube channel with all types of tax tips. For example, there are tips on getting married, obtaining transcripts and even the forthcoming private tax debt collection. The channel may be located at www.youtube.com/irsvideos.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

 

Warning About Tax Preparers - By Nehemiah Jefferson, Esq. Jun 26, 2017

Beware! There are many red flag warning signs that you could be dealing with an unethical, unlicensed, or unregulated tax preparer. One warning sign occurs when your tax return preparer does not sign your tax return. Another warning sign is when the preparer uses non-professional tax return software to prepare and e-file the return.

 

When either of these events occur, it is essentially as if the return was prepared by the taxpayer.

 

Thus, the real preparer of the return is not subject to preparer penalties when unscrupulous or fraudulent things are placed on the return. Remember, you as the taxpayer, will ultimately be held responsible for what is on your tax return.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

 

Tax Un-Resolution? – By Nehemiah Jefferson, Esq. Feb 27, 2017

Is the tax resolution company you hired willing to go to court for you? Suppose your case cannot be settled or resolved with IRS collections or appeals. Where does this scenario leave you the client?

 

Thousands of taxpayers find themselves in this situation, oftentimes after paying thousands of dollars in fees. The collateral damage from these facts ultimately results in the taxpayer’s case remaining unresolved.

 

Consider hiring a tax attorney who is capable of handling your case from start to finish.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

 

Tax Preparer Credential Directory - By Nehemiah Jefferson, Esq. Jan 31, 2017

Does your tax return preparer or professional have a credential? Is your preparer an Attorney, Certified Public Accountant, or Enrolled Agent? You can visit the IRS website to verify at https://irs.treasury.gov/rpo/rpo.jsf.

 

Since many tax problems originate as a result of the tax return, it is very important that taxpayers thoroughly vet and hire a tax professional that is competent, credentialed, and has good character.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

 

Understanding the IRS Balance Notice - by Nehemiah Jefferson, Esq. Jan 25, 2017

Even when a taxpayer knows that he or she owes the IRS, receiving a balance due notice in the mail can bring a level of discomfort. Not long after the taxpayer has been assessed, the IRS begins to send out notices of the tax due.

 

The first correspondence sent by the IRS will provide notification of the balance due. If you fail to pay the amount owed, the second notice you can expect to receive is CP501. This notice reminds that you have a balance due. Failure to satisfy your tax bill at this point will lead to the IRS sending a second reminder notice (CP503) of the balance owed.

 

If you receive notice CP504, this is an urgent final notice to pay. The IRS is preparing to use an alternative method of collection. Lastly, the IRS will issue LT-11, a notice of intent to levy or Letter-1058.

 

As you can surmise, significant time and opportunity has to elapse prior to the IRS taking serious action to collect what may be owed. Consider hiring a tax attorney the moment you receive a notice for which you cannot pay.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

NEHEMIAH JEFFERSON JOINS T.L.C.'S BOARD OF DIRECTORS October 26, 2016

The Jefferson Firm, LLC is pleased to announce that Attorney Nehemiah Jefferson has joined the Board of Directors of The Love-Alive Charity, Inc. as Vice-President. The Love-Alive Charity, Inc. is a 501(c)(3) organization dedicated to feeding and providing clothing to the homeless, displaced, and disadvantaged. More information can be found at www.love-alive.org.

 

NEHEMIAH JEFFERSON TO BE SWORN INTO DC BAR September 9, 2016

The Jefferson Firm, LLC is pleased to announce that the members of the Committee on Admissions have certified Attorney Nehemiah Jefferson for admission to the Bar of the District of Columbia Court of Appeals. Attorney Jefferson will be sworn in on October 17th.

 

Attorney Jefferson is also admitted to practice law in Florida, the U.S. District Court Northern District of Florida, the U.S. District Court Middle District of Florida, and is a member of the United States Tax Court Bar. Attorney Jefferson received his Bachelor's degree from The Florida State University, his Juris Doctor from John Marshall Law School (Atlanta), and graduates May 2018 with a LL.M. in Taxation.

 

NEHEMIAH JEFFERSON SELECTED FOR 2016-2017 HCBA LEADERSHIP INSTITUTE CLASS September 1, 2016

The Jefferson Firm, LLC is pleased to announce that its principal, Attorney Nehemiah Jefferson, was selected as a member of the 2016-2017 Hillsborough County Bar Association ("HCBA") Leadership Institute class.

 

"The HCBA Bar Leadership Institute aims to identify and develop young attorneys of diverse backgrounds who have the potential to grow into future leaders.

 

The leadership program consists of a series of learning modules and culminates with the completion of a community service project that is chosen, managed and completed by the leadership class."

 

Attorney Nehemiah Jefferson's practice is taxpayer civil and criminal representation before the IRS, the Florida Department of Revenue, and other taxing jurisdictions.

 

Attorney Jefferson is also admitted to practice law in Florida, the U.S. District Court Northern District of Florida, the U.S. District Court Middle District of Florida, and is a member of the United States Tax Court Bar. Attorney Jefferson received his Bachelor's degree from The Florida State University, his Juris Doctor from John Marshall Law School (Atlanta), and graduates May 2018 with a LL.M. in Taxation.

 

Tax Resolution Companies – Beware! by Nehemiah Jefferson, Esq. Aug 16, 2016

Consumers should be cautious in their dealings with so-called "Tax Resolution" companies promising tax debt relief. To be more straightforward, these consumers are being misled by heavy advertising on the radio with unsubstantiated claims.

 

Many of these firms are collecting large fees upfront and taking little to no action on client cases outside of collecting documents. Oftentimes, consumers are dealing with sales professionals. When talking to these companies, consumers should ask about the education, experience, and licenses of who will directly handle their case.

 

It does not make sense to pay fees that are half of the tax debt. With competent and experienced counsel, and the right information oftentimes a taxpayers' tax resolution options can be evaluated and assessed within a few hours.

 

Unfortunately, I have received new clients as a result of these companies' failure to resolve the tax issues or at the very least provide an honest and ethical directive to the prospective client.

 

I recommend consumers contact a local tax attorney when dealing with IRS matters instead of a toll free number to California.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

Tax Tips by Nehemiah Jefferson, Esq. Feb 6, 2016

Here are a few tips for tax season. First and foremost, use a reputable, experienced and licensed tax professional; preferably a Tax Attorney, CPA, or Enrolled Agent.

 

I immediately know when a return has been prepared by a rogue tax preparer. One way to tell is if the preparer signed it. Another is the number of errors. If you allow someone to prepare your taxes and he or she does not sign the return, you assume many risks including inaccuracies and penalties. In sum, if you get that clammy feeling that something is wrong with the tax preparer's ethics, you are probably right. Unfortunately, I have had many clients who come to me and I have had to explain this to them.

 

A tax preparer should have a PTIN and should sign your return. PTIN stands for Preparer Tax Identification Number. An individual with a PTIN has registered with the Internal Revenue Service. You can find a database of all the tax preparers or those with a PTIN on the IRS website.

 

Secondly, as a taxpayer you should account for all of your tax documents before filing. This is important because what you file needs to match with what the IRS may have on file for you as the taxpayer. If it does not, you can expect to receive an IRS notice. In some cases, it is beneficial to wait and make sure you have all of your tax documents. For example, oftentimes mortgages are sold to another mortgage servicer. If you have made payments to more than one mortgage company during the year, then you should expect to receive multiple 1098-mortgage interest and tax statements for the year. If you itemize, then accounting for all of the mortgage interest or property taxes paid during year could help lower your overall tax liability.

 

If you are missing documents like a W-2, contact the employer or if that fails, you may contact the IRS at 800-829-1040.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

Beware of IRS Scams by Nehemiah Jefferson, Esq. Dec 21, 2015

Recently I have fielded several phone calls from individuals that are frantic and nervous about conversations he or she thought they might have had with “someone from the IRS.”

 

The most recent individual indicated to me the “supposed individual from the IRS” told her she needed to call some numbers regarding a “miscalculation of tax file.” Further, she was told she needed to contact a Tax Attorney. When the woman called one of the numbers it was a police station and other number given to her was a recording of a purported IRS office.

 

In general, the IRS rarely contacts individuals by telephone. Any initial contact from the IRS is likely to be by mail. The IRS regularly publishes information on its website (www.irs.gov) about known scams. One such link is below.

 

https://www.irs.gov/uac/Dont-Fall-for-New-Tax-Scam-Tricks-by-IRS-Posers

 

Never give out personal or private information over the phone to a stranger that contacts you. If you are uncomfortable, simply hang up and contact the authorities or a tax attorney.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

Tax Avoidance or Tax Evasion? by Nehemiah Jefferson, Esq. Nov 8, 2015

I am often asked the question, what is the difference between tax avoidance and tax evasion? The answer I give is quite simple: one strategy is legal and one strategy is not.

 

"Tax avoidance" is a strategy which involves employing legal tax strategies to place the taxpayer in the best financial position. For example, a preparer might recommend opening an IRA as a way to reduce taxable income to the taxpayer. Perhaps it might be suggested the taxpayer would be better off itemizing as opposed to using the standard deduction.

 

On the other hand, “tax evasion” is not legal. Tax evasion may be defined as fraud, misrepresentation, underreporting of income, and much more. Indeed, one element of tax evasion under 26 U.S.C. section 7201 is "the existence of a tax deficiency." Punishment for tax evasion can include not only financial penalties but also prison time. Numerous celebrities have experienced these repercussions recently. News of tax evasion and other schemes seem to make headlines almost weekly. In fact, the Internal Revenue Service publishes examples of evasion, fraud, and schemes on its website. The simple way to fall into the tax evasion trap is to fail to file tax returns when required to do so and a debt is due or failure to report all required income.

 

Since enforcement and collection efforts by "the largest debt collection agency" have increased recently, my advice to any taxpayer would be to employ those strategies that are legal and steer clear of those that are not.

 

Nehemiah Jefferson, Esq., is Managing Principal of The Jefferson Firm, LLC. The taw law firm, provides comprehensive Tax Preparation, Tax Representation, Tax Litigation, and Tax Consultation services to individual and small business clients. He earned his Bachelor’s degree from The Florida State University and his Juris Doctor from John Marshall Law School (Atlanta). Attorney Jefferson is licensed to practice law in the State of Florida, The District of Columbia, and is a member of the United States Tax Court Bar. He is also an IRS Enrolled Agent and may be reached at (877) 575-7765 or nj@thejeffersonfirm.com.

 

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5331 Primrose Lake Circle, Suite 207
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