Tax Planning & Disputes

Few transactions or business decisions are unaffected by tax considerations. Often a transaction can be accomplished in several different ways, all leading to the same economic arrangement, but with very different tax consequences. Axley tax attorneys pride themselves on their ability to offer real world solutions to tax issues and provide tax planning that is practical, sound and fits our clients’ business goals. When the law is unclear, we analyze the risks and rewards of alternative positions and help guide clients to good decisions instead of producing academic analyses that are exhaustive, but do little to help choose a course of action.

Axley attorneys have the academic background and training to be experts in their field – our attorneys include two attorneys with masters degrees in tax, as well as a certified public accountant – and have a wide variety of experience in tax matters, including real estate development, state sales and use tax, property tax, employee benefits and all areas of income tax from individuals to multi-state corporations. In evaluating compliance, structuring transactions, preparing returns, and offering general tax advice and assistance we feel our services are unparalleled for value, reliability and practicality.

There are few things more disconcerting than receiving a notice of examination from the tax authorities. Axley’s tax attorneys have experience in representing clients in state and federal audits, appeals and litigation. We work closely with accountants and return preparers to analyze risk and develop legal positions designed to produce the best results. Most tax disputes are resolved through negotiation and we have the skills and experience needed to resolve disputes favorably for our clients. Our tax services include:

  • Preparation of state and federal income, estate and other returns
  • Representation of estates and other taxpayers in valuation disputes
  • Representation of taxpayers and municipalities in property tax matters before the board of review, circuit court and the court of appeals
  • Representation of taxpayers before the Internal Revenue Service, Wisconsin Department of Revenue, tax court, the Wisconsin Tax Appeals Commission, Wisconsin circuit and appellate courts and federal district courts
  • Section 1031 exchanges, including reverse exchanges, multiple asset exchanges, construction exchanges and related party exchanges
  • Tax planning for individuals, partnerships and corporations

Client Successes

Some of our past experience in the field.
IRS / Wisconsin Department of Revenue Disputes
Represents individuals and businesses in disputes with the IRS and the Wisconsin Department of Revenue
Tax Advising & Planning
Advising on tax implications of proposed business transactions, as well as personal tax planning

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