Best Tax and Financial Lawyers in Miami: Top Experts for Your Fiscal Needs

Miami’s vibrant business landscape and complex tax environment make skilled legal representation essential.

You need expert guidance to navigate tax laws and financial regulations, whether you’re an individual or a business owner.

Finding the right tax and financial lawyer in Miami can save you time, money, and potential legal headaches. These professionals offer specialized knowledge in areas such as tax planning, audits, estate planning, and business transactions.

Their expertise can help you make informed decisions and ensure compliance with local, state, and federal laws.

1) David L. Neal, P.A.

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When seeking expert tax and financial legal counsel in Miami, David L. Neal, P.A. stands out as a top choice.

With years of experience in the field, David L. Neal offers comprehensive services to address your complex tax and financial matters.

You can rely on David L. Neal’s expertise to navigate intricate tax laws and regulations.

His firm specializes in providing tailored solutions for individuals and businesses facing tax-related challenges.

David L. Neal’s background includes serving in high-level positions within the legal community.

He was appointed as EOIR Director in September 2021, showcasing his extensive knowledge and leadership in the legal field.

The firm’s approach focuses on personalized attention to your unique financial situation.

You’ll receive guidance on tax planning, compliance, and dispute resolution to help protect your assets and minimize tax liabilities.

With David L. Neal, P.A., you gain access to a wealth of legal experience.

The firm’s commitment to staying current with evolving tax laws ensures you receive up-to-date advice for your financial decisions.

Whether you’re dealing with IRS audits, tax debt, or complex financial transactions, David L. Neal, P.A. offers the professional support you need.

Their goal is to help you achieve financial peace of mind through sound legal strategies.

2) Daniel A. Yagoda, P.A.

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Daniel A. Yagoda, P.A. is a prominent tax and financial law firm in Miami.

You’ll find their offices at the Yagoda + Lehrman Law Firm in South Miami.

With over 60 years of combined experience, the team at Daniel A. Yagoda, P.A. is dedicated to serving your best interests.

They offer a wide range of legal services tailored to both businesses and individuals.

When you’re facing complex tax issues or financial legal matters, you can rely on their expertise.

The firm’s attorneys have a deep understanding of federal and state tax laws, ensuring you receive top-notch representation.

You’ll benefit from their hands-on approach to legal counsel.

Whether you’re dealing with tax litigation, corporate matters, or estate planning, their team is equipped to guide you through the process.

Daniel A. Yagoda, P.A. prides itself on providing personalized attention to each client.

You can expect clear communication and strategic advice tailored to your specific situation.

The firm’s location in South Miami makes it easily accessible for clients throughout the area.

You can reach out to them by phone or email to schedule a consultation and discuss your legal needs.

Remember, choosing the right lawyer is crucial.

With Daniel A. Yagoda, P.A., you’re selecting a firm with a proven track record in tax and financial law.

3) Law Offices of Jacqueline Salcines, P.A.

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When seeking expert legal counsel in Miami, you’ll find the Law Offices of Jacqueline Salcines, P.A. to be a standout choice.

This established and well-respected firm specializes in real estate and business law, serving clients throughout Florida and beyond.

Located in the heart of Coral Gables, the firm offers comprehensive legal services to individuals and businesses.

You can expect personalized attention and tailored solutions for your unique legal needs.

Jacqueline Salcines, the firm’s principal attorney, brings over 19 years of legal experience to the table.

Her background in accounting adds a valuable dimension to her practice, especially in financial matters.

The firm’s areas of expertise include limited liability company law, closely held business law, and joint ventures.

You’ll benefit from their in-depth knowledge and practical approach to complex legal issues.

Client testimonials highlight the firm’s professionalism and effectiveness. Many praise Jacqueline’s personal involvement in cases, noting her capability and trustworthiness.

The Law Offices of Jacqueline Salcines, P.A. also operates as a title company, offering comprehensive real estate services.

This dual capacity allows for seamless handling of property transactions.

You can easily reach out to the firm for a consultation.

Their office hours are Monday through Friday, 8:30 am to 5:30 pm.

Consider contacting them to discuss your legal needs and explore how they can assist you.

4) Boafo & Associates, P.A.

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Boafo & Associates, P.A. is a reputable law firm in Miami specializing in tax and financial law.

Their team of experienced attorneys can provide you with expert guidance on complex tax matters.

The firm offers comprehensive legal services tailored to your specific needs.

Whether you’re dealing with personal income tax issues or corporate tax planning, Boafo & Associates has the expertise to assist you.

You can benefit from their deep understanding of both state and federal tax laws.

The attorneys at Boafo & Associates stay up-to-date with the latest changes in tax legislation to ensure you receive the most current advice.

If you’re facing an IRS audit or tax dispute, the firm can represent your interests effectively.

They have a track record of successfully negotiating with tax authorities on behalf of their clients.

Boafo & Associates also provides valuable assistance with estate planning and wealth management.

Their attorneys can help you develop strategies to minimize your tax liabilities and protect your assets.

The firm prides itself on offering personalized attention to each client.

You’ll work directly with experienced tax attorneys who take the time to understand your unique financial situation.

For businesses, Boafo & Associates offers crucial support in areas such as corporate structuring and international tax planning.

Their expertise can help you navigate the complexities of business taxation and compliance.

5) Silverman Law Firm, P.A.

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Silverman Law Firm, P.A. offers expert guidance in estate planning, probate, and tax matters in Miami.

Led by Steven Silverman, the firm brings decades of experience to your legal needs.

You can benefit from their comprehensive estate planning services, which include strategies for protecting your assets and ensuring your wishes are carried out.

The firm can help you navigate complex financial decisions and create a plan tailored to your specific situation.

If you’re dealing with probate issues, Silverman Law Firm, P.A. provides skilled assistance.

They can guide you through the probate process, helping to minimize stress and potential conflicts during a difficult time.

The firm’s expertise extends to tax law, offering you valuable insights on how to manage your finances efficiently.

You can rely on their knowledge to help you make informed decisions about your tax obligations and strategies.

Steven Silverman’s extensive experience in real estate, probate, and trust law makes him a valuable resource for your legal needs.

His involvement in professional organizations demonstrates his commitment to staying current with legal developments.

You can schedule a meeting with Steven Silverman to discuss your specific legal concerns.

The firm offers personalized attention, ensuring that your unique needs are addressed.

Silverman Law Firm, P.A. serves clients throughout South Florida, providing accessible and knowledgeable legal support for your financial and estate planning needs.

6) Carlos J. Martinez Law Firm, P.A.

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Carlos J. Martinez has dedicated his career to public service and legal advocacy.

As the Public Defender for the 11th Judicial Circuit of Florida, he leads the largest Public Defender’s Office in the state.

With over 30 years of management experience, Martinez oversees a $42 million budget and a team of 400 employees.

His office handles approximately 65,000 cases each year, providing legal representation to those who cannot afford it.

Martinez’s journey in law began when he interned at the Public Defender’s Office in 1988.

After receiving his J.D. from the University of Miami in 1990, he was hired as an assistant public defender.

You can benefit from Martinez’s extensive experience in criminal defense and his commitment to ensuring equal justice under the law.

His firm’s approach combines legal expertise with a deep understanding of the challenges faced by clients in the criminal justice system.

Martinez’s background as a Cuban immigrant who arrived in Miami on a 1969 Freedom Flight gives him a unique perspective on the diverse community he serves.

This experience informs his approach to client representation and advocacy.

When you choose Carlos J. Martinez Law Firm, P.A., you’re selecting a team led by a professional with a proven track record in public service and criminal defense.

Their expertise can be invaluable in navigating complex legal situations and protecting your rights.

7) Adams & Reese LLP

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Adams & Reese LLP is a prominent law firm that can assist you with your tax and financial legal needs in Miami.

With a history dating back to 1951, the firm has established itself as a trusted advisor in various legal areas.

You can benefit from the firm’s extensive experience in handling complex tax and financial matters. Adams & Reese LLP has over 300 attorneys and advisors strategically located throughout the United States, including Washington, D.C.

When you choose Adams & Reese LLP, you’ll work with professionals known for their practical and personal approach.

They tailor their counsel to your specific needs, ensuring you receive individualized attention.

The firm’s expertise is widely recognized. Over 160 Adams and Reese attorneys have been recognized in The Best Lawyers in America® and Best Lawyers “Ones to Watch” 2024 editions.

This recognition is based on comprehensive peer-review surveys, reflecting the firm’s reputation among legal professionals.

You can rely on Adams & Reese LLP for a wide range of legal services. The firm is nationally ranked in 15 practice areas and metro ranked in 65 practice areas by U.S. News – Best Law Firms.

By choosing Adams & Reese LLP, you’ll have access to a team of skilled lawyers ready to help you achieve your goals and navigate complex tax and financial challenges.

8) Robert E. Clark, P.A.

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Robert E. Clark is a Certified Public Accountant in Key West who can assist you with your tax and financial needs.

His expertise extends to individuals, small businesses, and non-profit organizations.

Clark holds a bachelor’s degree and an MBA from Utah State University.

Additionally, he is a licensed CPA in both Florida and Louisiana.

You can benefit from Clark’s extensive education and experience.

He is also a QuickBooks Proadvisor, certified in both QuickBooks Online and QuickBooks Desktop.

Clark’s firm offers a range of services to meet your financial needs.

These include tax planning, QuickBooks assistance, and small business technology advice.

You can find Robert E. Clark’s office at 2780 N Roosevelt Blvd, Unit 2, Key West, FL.

To get in touch, you can call (305) 363-5429 or visit his website at www.robertclark-cpa.com.

When you work with Clark, you’re partnering with a professional who understands the local business landscape.

His firm is well-established in the Key West area, providing personalized financial services tailored to your specific needs.

9) Shutts & Bowen LLP

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Shutts & Bowen LLP is a prominent law firm with a strong presence in Miami and throughout Florida.

Founded in 1910, the firm has grown to include over 270 lawyers across eight offices in the state.

You can rely on Shutts & Bowen for expert legal advice in various practice areas, including taxation.

Their team of tax attorneys advises individuals and businesses on federal, state, and local taxation matters.

The firm’s expertise extends to tax planning for individuals, partnerships, and corporations.

They also handle complex issues related to sales, acquisitions, mergers, redemptions, and liquidations.

If you’re involved in real estate ventures, Shutts & Bowen’s tax attorneys can assist with syndications and limited partnerships.

Their comprehensive approach ensures you receive tailored advice for your specific tax needs.

Shutts & Bowen has consistently received recognition for its excellence.

The firm has been ranked among U.S. News – Best Lawyers® “Best Law Firms” for 14 consecutive years.

In 2024, they achieved national rankings in 18 practice areas and regional rankings in 44 specialties across eight metropolitan areas.

When you choose Shutts & Bowen, you’re selecting a firm with a long-standing reputation for quality legal services.

Their commitment to diversity is evident through their membership in the Leadership Council on Legal Diversity.

10) William C. Petros, P.A.

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William C. Petros leads a highly respected law firm in Miami, focusing on complex litigation and appellate work.

With over 30 years of experience, Petros has built a reputation as one of the top trial lawyers in the area.

You’ll find the firm’s offices located at 1000 Brickell Ave, Suite 1020 in Miami.

This central location allows easy access for clients seeking expert legal representation.

Petros and his team specialize in various areas of civil litigation.

Their expertise covers a wide range of legal fields, making them a versatile choice for your complex legal needs.

The firm prides itself on providing personalized, high-quality representation to select clients.

This approach ensures that you receive dedicated attention and tailored legal strategies for your case.

William C. Petros has received numerous accolades throughout his career.

He has been designated as a Super Lawyer from 2011 to 2024, highlighting his consistent excellence in the legal field.

The firm’s client base is largely built on referrals from other lawyers and satisfied clients.

This speaks to the high regard in which Petros and his team are held within the legal community.

When you choose William C. Petros, P.A., you can expect ethical and aggressive representation.

The firm is known for its responsiveness and commitment to client service, ensuring you receive prompt and effective legal support.

Understanding Tax Law in Miami

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Tax law in Miami combines federal regulations with Florida-specific statutes.

You’ll encounter unique challenges and opportunities when navigating the tax landscape in this vibrant city.

Federal vs. State Tax Laws

Federal tax laws apply uniformly across the United States, including Miami.

These laws govern income taxes, payroll taxes, and estate taxes.

You must file annual federal tax returns with the Internal Revenue Service (IRS).

Florida, however, does not impose a state income tax on individuals.

This unique feature sets it apart from many other states.

As a Miami resident, you’ll benefit from this tax-friendly environment.

Business owners face different considerations.

While there’s no state corporate income tax for some entities, others may be subject to Florida’s corporate tax rate.

Common Tax Issues in Miami

Miami’s diverse economy and international connections create distinct tax challenges. Tax controversy representation is often needed for issues like:

  1. International tax compliance
  2. Real estate tax disputes
  3. Sales tax audits

You might encounter problems with unreported foreign income or assets.

The IRS closely scrutinizes international transactions in Miami due to its status as a global financial hub.

IRS audits are another common concern.

They can be triggered by various factors, including high-income levels or unusual deductions.

Tax liens and collections issues also affect many Miami residents.

If you fall behind on tax payments, the IRS may place a lien on your property or initiate collection actions.

Financial Legal Services Offered

Miami’s top tax and financial lawyers provide comprehensive services to help clients navigate complex financial matters.

These experts offer strategic guidance and representation in crucial areas of tax law and financial planning.

Tax Planning and Strategy

Tax lawyers in Miami offer expert advice to optimize your tax position.

They can help you structure your business and personal finances to minimize tax liabilities while ensuring compliance with federal and state laws.

These professionals assist with:

• Estate and gift tax planning
• International tax strategies
• Corporate tax structuring
• Retirement planning

You’ll benefit from their in-depth knowledge of tax codes and regulations.

They can identify deductions and credits you may have overlooked, potentially saving you significant amounts of money.

Tax Dispute Resolution

When facing tax controversies, Miami tax attorneys provide robust representation.

They handle disputes with the IRS and state tax authorities, protecting your rights and interests throughout the process.

Services include:

• Audit representation
• Tax court litigation
• Penalty abatement
• Offers in compromise
• Tax lien and levy resolution

You’ll have experienced advocates negotiating on your behalf.

These lawyers can often resolve issues without going to court, saving you time and stress.

If litigation becomes necessary, they’ll vigorously defend your position before tax tribunals and courts.

Frequently Asked Questions

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Choosing the right tax and financial lawyer in Miami involves understanding their expertise, fees, and qualifications.

Client feedback and the distinction between CPAs and tax attorneys also play crucial roles in decision-making.

How can a tax attorney assist with IRS negotiations?

A tax attorney can represent you before the IRS during audits, appeals, and collections.

They advocate on your behalf, negotiate payment plans, and work to reduce penalties or tax liabilities.

Tax lawyers understand complex tax laws and can present your case effectively to achieve the best possible outcome.

What are the typical fees for hiring a tax and financial lawyer in Miami?

Fees vary based on the complexity of your case and the attorney’s experience.

Some lawyers charge hourly rates ranging from $200 to $500 or more.

Others may offer flat fees for specific services.

Many Miami tax attorneys provide free initial consultations to discuss your case and potential costs.

What credentials should I look for in a top tax lawyer?

Look for a lawyer with a Juris Doctor degree and admission to the Florida Bar.

Additional qualifications like a Master of Laws (LL.M.) in Taxation or certification as a CPA can be valuable.

Membership in professional organizations and recognition from peer review services also indicate expertise.

What are some considerations when choosing a tax attorney for a free consultation?

Prepare a list of questions about your specific tax issues.

Ask about the attorney’s experience with similar cases.

Inquire about their approach to resolving tax problems and their communication style.

Evaluate their responsiveness and willingness to explain complex concepts clearly.

How do client reviews impact the selection of a financial lawyer?

Client reviews provide insights into an attorney’s communication, effectiveness, and client satisfaction.

Check online platforms for reviews and ratings.

Positive feedback about successful resolutions and professional conduct can help you make an informed decision.

What distinguishes a CPA from a tax attorney in terms of services offered?

CPAs focus on tax preparation, financial planning, and accounting services.

Tax attorneys specialize in legal aspects of taxation, including representation in tax court and handling complex tax disputes.

While CPAs can represent clients before the IRS for audits, only attorneys can represent you in federal tax court.