Do You Need a Tax Attorney or a CPA? Know Who to Call and When

Описание: Episode Summary
In this episode of Resilience and Resolve, Lance Drury breaks down one of the most common tax questions small business owners and individuals face — when to hire a CPA and when to seek a tax attorney. He explains the key differences between CPAs, tax preparers, and attorneys, and why the wrong choice could cost you more than money. Lance also shares why experience, representation rights, and attorney–client privilege matter when dealing with the IRS.

What You Will Learn in This Episode

The difference between a CPA, tax preparer, and tax attorney

When to hire a tax attorney instead of a CPA or enrolled agent

The risks of letting unqualified professionals handle serious IRS matters

Why attorney–client privilege offers stronger protection than accountant confidentiality

How strong communication and early legal intervention can prevent tax issues from escalating

Common red flags that mean it’s time to bring in a tax attorney

Key Timestamps
00:00 – 02:00 — Introduction to the episode and topic overview
02:01 – 05:00 — The real difference between CPAs, tax preparers, and attorneys
05:01 – 08:00 — Why some professionals give harmful IRS advice
08:01 – 10:00 — How legal training and negotiation skills protect clients
10:01 – 12:00 — The power of attorney–client privilege in IRS cases
12:01 – 14:00 — Why poor communication between clients and representatives leads to problems
14:01 – 16:00 — When to hire a tax attorney before issues escalate
16:01 – 18:00 — Final advice from Lance Drury for individuals and businesses facing tax troubles

About the Show:
Resilience and Resolve with Lance Drury provides practical legal insights into IRS matters, tax law, and financial defense strategies. Each episode explores timely and complex tax issues with real-world examples and expert analysis from Lance Drury and his experienced legal team.

For more information or to schedule a consultation, visit lancedrurylaw.com.

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