State & Local Taxation Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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When do you need a tax attorney? Whether you’re retaining a tax attorney because of an audit or tax controversy, because you have structuring questions, or because you are wondering about the procedures for paying certain types of taxes, such as sales tax, a tax lawyer can help you save money and ensure that you are following all relevant state and federal tax rules and regulations. Your tax lawyer will need to understand the basics of your business's corporate structure and practices and will need to have a list of the states in which you operate. You can learn more about business tax issues and how a tax attorney can help you here

Prepare for your first meeting or call with a tax attorney by completing Priori’s "State and Local Taxation" worksheet. With Priori's checklist of key state and local taxation issues, you’ll be able to think through the most important tax issues and facts before your meeting with your tax lawyer and ensure that you send the most relevant information to your tax attorney. This ensures that your tax attorney can prepare in advance of your meeting and make your interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a tax attorney in our vetted network who can assist you with tax questions.

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.
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State & Local Taxation Questions & Checklist
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