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Tax Planning and Tax Litigation

An experienced and creative tax attorney is your greatest ally for protecting your money from taxation.

You vs. the Authorities

State and federal tax authorities have the right to pursue your outstanding debt to the government. Ideally, individuals and businesses should have comprehensive tax planning in place to prevent such scenarios. However, if you are facing tax problems, including litigation, we can help you secure the best possible outcome for your situation.

“In this world nothing can be said to be certain, except death and taxes.”

— Benjamin Franklin

Tax Planning

An Ounce of Prevention is Worth a Pound of Cure

Our primary goal in tax planning is to help you keep as much of your money as possible. We use creative solutions to maximize your tax savings now and in the future.

For individuals, tax-efficient planning relates primarily to your income taxes.

For estates and estate beneficiaries, tax-efficient planning relates to estate, inheritance and income taxes. We craft creative tax solutions that match your personal priorities for your estate and estate beneficiaries.

Please see related legal services on our Wills, Trusts and Estates page.

For businesses, tax-efficient planning touches everything from the legal structure of your business, to pivotal sale and acquisition transactions, expense deductions and more.

In formulating the optimal tax strategy for your business, we help you:

  • decide whether to expense or capitalize assets for current and future tax relief,
  • determine the most tax-efficient legal structure for your business,
  • minimize your reportable income,
  • utilize retirement contributions,
  • maximize your deductions,
  • defer current income,
  • and more.

What You Get With Us

Not only is Mr. Katlowitz an accomplished attorney, he is Certified Public Accountant with a masters degree in taxation in law.

Click here to skip “Tax Litigation” and continue reading “What You Get With Us” below.

Tax Litigation

Resolving tax problems can be extremely complicated. Without experienced legal representation, you might share seemingly innocent information with the IRS or state authorities that could irreparably harm your case.

How We Can Help You Against the IRS or State Authorities

  • Audit Representation
  • Bank Levies
  • Defense against allegations of tax evasion and tax fraud
  • Federal, State or Tax Court Representation
  • Innocent Spouse Relief
  • Liens Assistance
  • Offers in Compromise
  • Penalty Abatement
  • Preparation and filing of tax returns
  • Tax Appeals
  • Tax Collection
  • Tax Installment Agreements

“If a tax agent insists on doing an audit in my client’s office, fine, but I have to be there when the agent comes. They ask you questions, but I give the answers.”

— Moshe Katlowitz

Benefits of Working with Katlowitz & Associates

Experience as Your Strategic Advantage

Technical knowledge only gets an attorney so far. Practical experience is a major advantage that guides our decision making at every stage of your particular case.

Peace of Mind

We do our best to ensure that your rights are protected for the duration of your case. Knowing you are not taking unnecessary risks with your personal and financial freedom is a substantial benefit in working with us.

Easier Payment

Potentially receive more affordable IRS payment plans and/or reduced tax penalties. In many cases this benefit alone can offset your investment in our services.

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Tax Relief: Past and Future

We work to resolve tax problems from the past and help you obtain long-term tax relief for the future.

Tax Advocate

We negotiate tax settlements on your behalf directly with the IRS and other tax authorities.

Asset Protection

You will be advised of the best strategies for protecting your assets and income from seizure, given your particular circumstances.


Once you retain our services, we handle all forms of communication on your behalf including phone calls, letters and all other communications. This saves you the stress of facing intimidating letters and phone calls. More importantly, it prevents you from inadvertently incriminating yourself or forfeiting your rights.

“You are not a tax agent’s client. The tax agent’s client is the U.S. government. If you want someone to look after your interests, you need your own experienced representation.”

— Moshe Katlowitz

What You Get With Us

Not only is Mr. Katlowitz an accomplished attorney, he is also a Certified Public Accountant with a master’s degree in Tax Law.

Fueling Our Stellar Track Record

  • Extensive Knowledge of Tax Codes
  • Trial Experience in the U.S. Tax Court
  • Knowledge of Substantive and Procedural Law
  • Strong Written and Oral Advocacy Skills
  • Robust Negotiation Skills
  • Excellent Analytical and Reasoning Abilities
  • Command of Legal Research Techniques
  • Innovative Legal and Tax-related Solutions
  • Over 30 Years of Experience

High Quality Service

  • Pragmatic Guidance
  • Fierce Commitment to Clients
  • Outstanding Interpersonal Communication
  • Accessible via phone, email and in-person meetings

“It’s really American to avoid paying taxes, legally.”

— Senator Lindsey Graham

Who Can We Help?

Katlowitz & Associates serves individuals and businesses for tax planning and/or tax litigation. Because the IRS and state authorities have rigid guidelines for settlement eligibility, we let you know up front whether potential tax relief strategies are worth pursuing in your particular case.

Feel Great About Your Legal Counsel

We encourage you to request a complimentary interview with our attorneys before making any decisions. During your initial consultation, we will explain the options available to you and what needs to be done to resolve your case. You should come out of your consultation with a clear understanding of the overall process and an estimate of the costs associated with it.

Please do not hesitate to request our list of references.

Get in touch today.