Start with the situation
This is a high-commercial-intent comparison search from people ready to hire but unsure who fits.
What to check
Review credentials, scope of representation, fee structure, disciplinary history, written engagement terms, and who will actually handle the case.
Useful next steps
- Match credentials to the problem.
- Ask who will handle the case day to day.
- Confirm IRS representation experience.
- Review written fees and scope.
Risks to keep in view
- The wrong fit can delay resolution.
- Some firms rely heavily on sales staff.
- Legal privilege questions may matter in sensitive cases.
Documents that usually help
- Engagement agreement
- Fee schedule
- Credential verification
- Case summary
- Prior correspondence
- Recent IRS or state correspondence
When a professional review may help
Use a tax attorney for legal exposure, an EA or CPA for many collection and filing matters, and verify experience either way.