When You Need a Tax Lawyer
Most people turn to accountants for tax preparation, and for routine returns that is often enough. But some situations call for a tax attorney. If you are facing an IRS audit, owe significant back taxes, have received a notice of a tax lien or levy, are planning a complex business transaction, or need sophisticated estate planning, a tax lawyer can provide legal protection and strategic advice that goes beyond preparing returns. Communications with an attorney may also be protected by attorney-client privilege, which can be important in disputes.
Fargo's mix of agricultural operations, family-owned businesses, and growing companies creates a steady need for tax legal expertise. Below are ten firms and resources known for strong tax law capabilities in the area. This article is for informational purposes only and is not legal or tax advice.
Common Tax Law Services
Tax attorneys help with IRS and North Dakota Office of State Tax Commissioner audits and appeals, offers in compromise, installment agreements, penalty abatement, tax court litigation, business entity selection, mergers and acquisitions tax structuring, estate and gift tax planning, charitable giving strategies, and agricultural succession planning. Many work closely with CPAs to provide a coordinated approach.
The Top 10 Tax Law Resources in Fargo
1. Fredrikson & Byron
Fredrikson & Byron's tax practice handles business tax planning, transaction structuring, and tax controversy work. Its Fargo office gives local companies access to deep tax expertise backed by a large regional firm.
2. Vogel Law Firm
Vogel offers tax and estate planning services for businesses, farmers, and individuals. Its attorneys help clients minimize tax exposure through careful entity planning, succession strategies, and estate structures.
3. Serkland Law Firm
Serkland's estate planning and business attorneys address tax considerations in wills, trusts, business transfers, and charitable planning, making it a strong option for family wealth planning.
4. Ohnstad Twichell
Ohnstad Twichell advises businesses and public entities on tax matters related to financing, real estate development, and property tax issues, including tax increment financing projects.
5. Conmy Feste
Conmy Feste provides estate and business planning with careful attention to tax efficiency. Its attorneys help families structure gifts, trusts, and succession plans that preserve wealth across generations.
6. Dorsey & Whitney
Dorsey & Whitney's tax group serves larger businesses and high-net-worth individuals across the Upper Midwest with sophisticated planning, controversy, and transactional tax work.
7. Stinson LLP
Stinson offers tax counsel for corporate transactions, partnerships, and estate planning, serving regional clients with complex financial situations.
8. Kaler Doeling
Kaler Doeling assists individuals and small businesses with estate planning and business transfers that account for tax implications, delivered with personal attention.
9. Eide Bailly Tax Controversy Services
While not a law firm, Eide Bailly's tax controversy professionals, including enrolled agents and CPAs, frequently represent clients before the IRS and coordinate with attorneys on complex disputes.
10. Brady Martz Tax Advisory
Brady Martz helps farmers and businesses with tax planning and IRS representation, often partnering with local attorneys on agricultural succession and estate matters.
Tax Law Trends in North Dakota
Ongoing changes to federal tax law, including scheduled adjustments to estate and gift tax exemptions, are prompting many families to revisit their estate plans. Agricultural succession remains a major focus as farmland values make careful planning essential. IRS enforcement efforts have increased in certain areas, leading to more audits and correspondence. Businesses are also paying closer attention to multistate tax obligations as remote work and online sales expand.
Attorney Versus CPA
CPAs excel at preparing returns, maintaining financial records, and providing tax planning advice. Tax attorneys bring legal training and the ability to represent clients in court, draft legal documents such as trusts, and provide privileged advice in sensitive matters. For complex situations, the best results often come from an attorney and CPA working together.
How to Choose a Tax Lawyer
Look for attorneys with specific experience in your type of tax issue, whether that is an audit, a business sale, or estate planning. Ask about credentials such as an advanced tax law degree, typical outcomes, and fee structures. Bring copies of IRS notices and relevant returns to your consultation so the attorney can assess your situation accurately.
Tax Planning for Farm Families and Business Owners
Agricultural operations in the Red River Valley face unique tax considerations, including depreciation of expensive equipment, income averaging, conservation easements, and the transfer of high-value farmland to the next generation. Business owners preparing to sell must weigh asset versus stock sales, installment arrangements, and the timing of income. Thoughtful planning years ahead of a major transition can preserve significant wealth. A tax attorney working alongside a CPA and financial advisor can create a coordinated strategy that addresses income tax, estate tax, and family goals at the same time, giving owners confidence that their legacy is protected.
Conclusion
Tax problems and planning opportunities both benefit from expert legal guidance. Fargo's tax law community, supported by experienced accounting firms, gives residents and businesses strong options for protecting their finances. Use this list to begin your search, and consult directly with a qualified professional about your specific circumstances.