IRS Tax Attorney Serving Richardson, TX
Margolies Law Office represents Richardson residents, professionals, and businesses in federal tax controversies and collection matters involving the IRS. Andrew Margolies works directly with clients on notices, summonses, audits, penalties, levies, liens, and disputed individual liability. The representation is provided 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?
IRS matters are governed by the type of notice issued, the source of the asserted liability, the evidence available, and the deadline for using a particular procedure. Richardson clients receive a structured review that separates the immediate response from the longer-term strategy.
Notice and Deadline Review
Determine what the IRS is requesting, which rights are open, and when a response must be made.
Serving Richardson and DFW
Receive federal IRS representation from a Dallas tax attorney serving Richardson and nearby communities.
Attorney-Directed Strategy
Work directly with Andrew to evaluate the evidence, procedure, and consequences of each available response.
Focused Federal Tax Practice
Address the IRS controversy through the federal administrative or judicial process that applies to it.
IRS Representation for Richardson Taxpayers
Responding to IRS Notices and Summonses
An IRS notice may request records, propose a change, demand payment, or warn that enforcement is approaching. The first step is to identify the notice type and tax period, preserve any response or appeal deadline, and compare the agency’s statement with the underlying account. Sending an incomplete response can leave the central issue unresolved.
An IRS summons requires separate attention because it can compel testimony or production of identified records. Andrew evaluates the scope of the request, applicable objections or privileges, and the practical consequences of compliance. The objective is to respond lawfully while avoiding unnecessary disclosure and maintaining a clear record of what was provided.
Audits, Proposed Adjustments, and Appeals
During an examination, the IRS may question income, deductions, business expenses, filing positions, or the characterization of a transaction. The response should connect each disputed item to source records and explain how those facts fit the tax treatment reported. Producing documents without that organization can make a defensible position harder to see.
The firm provides federal audit representation, communicates with the examiner, and reviews proposed adjustments before they become final. If the disagreement remains, Andrew can evaluate an IRS administrative appeal or the right to proceed in United States Tax Court. Each route has different deadlines, evidentiary demands, and strategic consequences.
Penalty Abatement and Reasonable Cause
Federal penalties may be assessed for late filing, late payment, inaccurate reporting, missed deposits, or other compliance failures. A request to remove them should identify the exact penalty, the period involved, and the legal standard the IRS applies. General hardship or a desire to reduce the balance is not by itself enough.
For IRS penalty abatement, Andrew examines filing and payment history, contemporaneous records, reliance on professional advice, illness, casualty, system failures, and other facts that may support reasonable cause or another available basis. The written request should present a documented chronology and address whether the taxpayer acted responsibly once the obstacle ended.
Levies, Liens, and Collection Pressure
A final collection notice can precede seizure of bank funds or wages, while a federal tax lien can affect property and financing even when no immediate seizure occurs. The available response depends on the notices already issued, whether a hearing deadline remains open, current filing compliance, and the financial information the IRS will require.
Margolies Law Office handles bank levy release matters, wage levy release matters, and issues involving the discharge or release of federal tax liens. Prompt action can preserve procedural options, but no particular release or resolution can be promised without evaluating the account and supporting evidence.
Joint Returns and Individual Liability
When spouses file jointly, the IRS generally may collect the joint balance from either person. In some cases, however, one spouse may have grounds to seek relief based on the source of the understatement, knowledge of the item, allocation of liability, marital status, and whether collection would be inequitable. These standards require more than showing that the other spouse prepared the return.
Andrew evaluates eligibility for innocent spouse relief and the records needed to support the request. Richardson clients are represented through the Dallas office rather than a claimed local branch. To arrange a consultation, use the contact page, call (469) 626-7760, or review the firm’s complete federal IRS practice areas.
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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Stay informed on tax law and IRS issues.

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
“The Margolies were very up front about my tax issues. They walked me through the whole process. And were very punctual about resolving my tax issue and getting me back on track. Andrew and Jennifer are a true dream team. I would highly recommend their services”
M F.
“Both Andrew and Jennifer were incredibly responsive and guided me step by step through the process.”
H A.
“Andrew handled my complex tax matter with extreme professionalism and attention to detail. Communication was easy and I always knew he had my interests at heart, legally representing me.”
T B.
“ Andrew Margolies did a great job for my mom who had paid her taxes, but the IRS failed to associate the payment with her account. She kept getting letters demanding payment with accrued interest and fees even though they had cashed her check.
After Andrew started working on it, the letters stopped. We were notified there had been a credit to my mom’s account, and finally the payment was properly applied with a zero balance. She is even receiving a refund.
We’re very happy with Andrew and would highly recommend him.”
N B.
“I came to Andrew Margolies with a significant IRS issue that I had been losing sleep over for months. I spoke with Jennifer on the phone, got in the same day for a consultation, and had a full resolution within 2 business days for a reasonable price. Andrew did exactly what he said he was going to do and provided me with a thorough resolution.
Being 9 months pregnant, Andrew was extremely sensitive to my timeline urgency and was on the phone with me at 5pm on a Friday helping me with my case.
Before meeting with Andrew, I called around to 10 different offices. All of those interactions felt like a sales funnel and a money grab. I can’t explain the relief I have having chosen to work with Andrew and having a resolution within days. We’re absolutely thrilled with the value and the experience.”
C S.
“100% recommended. I had a problem regarding my tax return since the beginning of 2023 and had been trying to follow up myself until 2025 with no progress. I decided to work with Attorney Andrew and Jennifer and in less than a month my problem was solved.
Attorney Andrew is very knowledgeable with reasonable fees and Jennifer is very responsive to all requests and questions. Most importantly they have business ethics. I will not look further if I have any more tax problems.”