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We develop and provide tax advice that workS for you.
Our tax planning attorneys assist businesses and individuals in maximizing tax efficiency and in addressing tax controversies as advocates for you.
TAX PLANNING ATTORNEYS
IN NEW ORLEANS, LOUISIANA
As tax planning attorneys, we play a crucial role in helping businesses and individuals optimize their tax efficiency. Our seasoned tax planning firm ensures compliance with tax laws while maximizing your after-tax returns. Through a comprehensive review of your estate, assets, or business structure, we identify and implement strategic adjustments to significantly reduce your overall tax liability.
ASSISTING BUSINESSES WITH…
- Business succession plans
- Mergers and acquisitions
- Generational transition of ownership
- Entity selection (LLC, S corporation, partnerships)
- Operating agreement terms
- Sale or purchase of a business
- Structuring salaries and benefits
- Dissolving business entities
- Business succession (estate taxes)
- 1031 exchanges
- Expensing & depreciation
- Commercial real estate transactions
- Deferred compensation
- Business tax credits
ASSISTING INDIVIDUALS WITH…
- Eligible tax credits
- Family and charitable giving
- Allowable expenses and deductions
- Estate planning
- Wealth preservation
If you are facing an IRS audit or examination, our team can assist you with preparations. Our experience with tax law and procedures enables us to represent your interests before the state taxing authorities and the Internal Revenue Service.
TAX SERVICES YOU CAN COUNT ON
Handling an IRS audit
An IRS audit can be intimidating, but our seasoned tax professionals provide meticulous preparation, thorough documentation, and strategic representation to protect your interests. We guide you through every step, making the audit process as smooth as possible.
Countering IRS and state liens and levies
IRS and state liens and levies can severely impact your finances, but our experienced attorneys are skilled at challenging these actions. We negotiate with tax authorities to find solutions that alleviate your financial burden and protect your assets.
Filing protests to the IRS and the state
Disagree with a tax decision? Our expert legal team drafts compelling protest letters, leveraging extensive tax law knowledge to advocate for your rights and seek favorable outcomes.
Undertaking litigation in tax court
When disputes escalate to tax court, our seasoned litigation attorneys provide robust defense strategies and representation. We strive to protect your interests and achieve a favorable resolution.
Negotiating a litigation settlement
Settling tax disputes outside of court can save time and money. Our skilled negotiators work tirelessly to reach favorable settlements, balancing your needs with practical solutions.
Bringing a case to the Court of Appeals
If you receive an unfavorable ruling, our experienced appellate attorneys meticulously prepare and present your case to the Court of Appeals. We fight to overturn unjust decisions and secure a favorable outcome.
NEW ORLEANS TAXATION ATTORNEYS FAQS
How do I know if I need a tax attorney?
You may need a tax attorney if you face complex tax issues, such as an IRS audit, tax disputes, liens, or levies, or require strategic tax planning for your business or estate. Our taxation attorneys provide specialized knowledge and representation to protect your interests.
What are my rights during an IRS audit?
During an IRS audit, you have the right to professional representation, to know why the IRS is asking for information, and to appeal any decisions. Our tax attorneys ensure your rights are protected and the audit process is conducted fairly.
Can you help with state and local tax issues, as well as federal taxes?
Yes, our experienced attorneys handle state and local tax issues in addition to federal taxes. We provide comprehensive tax services to address your needs at all levels of taxation.
How can I prevent future tax issues?
Preventing future tax issues involves proactive tax planning, accurate record-keeping, and timely compliance with tax laws. Our team can provide ongoing guidance and strategies to help you avoid potential tax problems.
What should I bring to my initial consultation with a tax attorney?
For your initial consultation, bring any relevant tax documents, such as notices from the IRS or state tax authorities, tax returns, financial statements, and correspondence related to your tax issue. This information will help us assess your situation accurately.
If you have additional questions about items to bring to your consultation, please contact us at our New Orleans, Metairie, or Hammond offices.
YOUR LOUISIANA TAX ATTORNEYS
Since 1989, Chehardy Sherman Williams has represented individuals and businesses looking to protect their tax interests and peace of mind. With law offices in New Orleans, Metairie, and Hammond, our tax planning lawyers bring extensive experience and a personalized approach to every case.
Whether you’re facing an IRS audit, need to counter liens and levies, or require strategic tax litigation, our dedicated team is here to provide the expert guidance and representation you need.
Let us advocate for you and help keep your taxes in good standing.
Attorneys
FIRM NEWS UPDATES
Rory V. Bellina Elevated to Equity Partner
Attorney Matthew Sherman Named as a Top 100 Trial Lawyer
Beneficial Ownership Information (BOI) reporting requirements
Chehardy Sherman Williams Named to the Best Law Firms in the United States® List for 2025
“WHO UNDERSTANDS TAXES MORE THAN THEY DO… NO ONE.”
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