IRS Tax Attorney Serving Plano, TX
Margolies Law Office represents Plano individuals, professionals, and businesses in federal tax matters before the IRS. Andrew Margolies provides direct legal representation for account discrepancies, examinations, payroll tax liabilities, delinquent returns, and collection problems. Representation is managed through the firm’s Dallas office, with secure remote communication available.
Andrew Margolies, Esq.
Dedicated to Resolving Your IRS Challenges.
Benefits
Why Choose Margolies
Law Office?
The right response depends on why the IRS opened the matter, what the account transcripts and returns show, and which procedural deadlines remain available. Plano clients receive a fact-specific assessment of the notices, records, compliance history, and enforcement stage before a strategy is selected.
Federal IRS Problem Analysis
Determine whether the matter involves reporting, filing, assessment, collection, or more than one issue.
Serving Plano and North Texas
Work with a Dallas tax attorney serving Plano clients in federal IRS matters throughout North Texas.
Direct Legal Representation
Communicate directly with Andrew about the account record, requested evidence, and available procedures.
Organized Case Development
Address each tax period and issue with the records and legal procedure relevant to that part of the case.
IRS Representation for Plano Taxpayers
When IRS Records Do Not Match the Return
The IRS compares filed returns with information reported by employers, financial institutions, payment processors, and other third parties. A mismatch can produce a proposed adjustment even when the underlying issue is duplicated income, an incorrect form, missing basis information, or a payment credited to the wrong period.
Andrew reviews the notice calculation against the return and source documents before preparing a response. The firm handles CP2000 underreporting notices and provides IRS audit representation when the agency requests broader substantiation. A timely, document-supported answer may prevent an incorrect proposal from becoming an assessed balance.
Payroll Tax and Responsible-Person Exposure
Unpaid federal employment taxes can create separate risks for a company and for individuals the IRS believes controlled financial decisions. The agency may examine deposit history, payroll filings, signature authority, access to funds, and who decided which creditors were paid. A proposed Trust Fund Recovery Penalty can shift part of the business liability to a person individually.
Margolies Law Office represents Plano businesses and individuals in federal payroll tax matters and during contact with an assigned IRS revenue officer. The work may include restoring current deposits and filings, organizing business records, preparing for an interview, and contesting responsibility when the evidence does not support the proposed assessment.
Unfiled Returns and Restoring Compliance
Missing federal returns can block a collection resolution and leave the IRS using substitute calculations that omit deductions, basis, credits, or business expenses. The first task is to identify every required period, determine what income records are available, and obtain transcripts for information that cannot be located.
For unfiled tax returns, the firm coordinates the legal and procedural work needed to bring the account toward compliance. That can include addressing substitute returns, prioritizing periods with active enforcement, and checking that completed filings post correctly. Filing alone does not resolve every balance, but it often establishes the foundation needed for the next step.
Selecting a Collection Resolution
Once the returns are current and the balances are verified, the available collection paths depend on income, allowable expenses, assets, equity, remaining collection time, and the taxpayer’s ability to pay. Financial disclosures should be accurate and consistent with supporting documents because the IRS may compare them with account data and public records.
A Plano taxpayer may need an IRS installment agreement, an offer in compromise, or currently not collectible status. The correct choice cannot be determined from the balance alone. Andrew evaluates the financial record, compliance requirements, and consequences of each procedure before recommending one.
Working With Andrew From Plano
Plano clients are represented through Margolies Law Office in Dallas; the firm does not claim a separate Plano address. Case materials can be transmitted securely, meetings may be conducted remotely, and office appointments are available when useful. The practice described on this page concerns federal IRS matters rather than Texas state or local taxes.
Before speaking with Andrew, assemble all pages of the newest IRS notice, the relevant filed or unfiled returns, proof of payments, and any prior correspondence about the same periods. Use the contact form or call (469) 626-7760 to request a consultation. Additional matters handled by the firm are listed on the IRS services page.
PRACTICES
Areas of Legal Expertise
Our team specializes in a wide range of IRS-related services to support your specific
needs, from handling complex audits to setting up manageable payment plans.
Payroll Tax Issues
Businesses must withhold income, Social Security, and Medicare taxes for the IRS, holding them in trust until paid, and failing to do so can lead to severe personal penalties for responsible individuals.
Unfiled Tax Returns
The IRS requires taxpayers to file returns each year, and failing to do so can result in penalties and prevent the IRS from offering solutions to tax issues, but there are strategies for filing overdue returns.
IRS Installment Agreements
Navigate Dallas IRS Installment Agreements with expert legal guidance. Learn how professional representation can help you secure favorable payment terms, avoid aggressive collection actions, and protect your financial future while resolving tax debt through manageable monthly payments.
Offer in Compromise
Professional Offer in Compromise Dallas resolution services. Expert legal guidance for IRS tax debt settlement. Navigate complex OIC applications with experienced Dallas tax attorneys.
Innocent Spouse Relief
Protect yourself from your spouse’s tax errors and misconduct with innocent spouse relief. Our experienced Dallas tax attorneys help taxpayers navigate IRS procedures and secure financial protection from joint return liabilities they didn’t authorize.
IRS Audit Representation
Expert IRS audit representation in Dallas. Professional legal guidance for tax audits, protecting your rights and resolving disputes with the IRS effectively.
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IRS Summons vs. an Ordinary Records Request: What Is the Difference?
- Andrew Margolies
- August 14, 2026
An ordinary IRS records request asks a taxpayer to provide information voluntarily. An IRS summons is a formal administrative demand for records, testimony, or both. The two documents may ask for much of the same material, but they do not
How to Get a Wage Levy Released: What Dallas Taxpayers Need to Know
- Andrew Margolies
- July 28, 2026
The money disappears from your paycheck before you ever see it. Not a little – a substantial chunk, taken automatically by the IRS every pay period until your entire tax debt is satisfied or someone stops it. Getting a wage
When the IRS Says You Owe and You Say You Don’t: How Tax Court Actually Works
- Andrew Margolies
- July 21, 2026
The federal tax system collects roughly $4.7 trillion annually, and the IRS initiates that process with a determination – not a conversation. When that determination is wrong, or when the amount is in dispute, most people don’t realize they have