Tax Litigation Attorneys in Naples, Florida

Understanding Tax Litigation

Tax litigation involves disputes between taxpayers and taxing authorities such as the Internal Revenue Service (IRS) or the Florida Department of Revenue. These disputes may arise from alleged underpayment of taxes, disallowed deductions, unreported income, or disagreements over estate and gift tax liabilities.

Our attorneys represent clients through every stage of the process — from administrative proceedings and audits to appeals and federal court litigation. We understand that tax issues often extend beyond paperwork; they affect livelihoods, reputations, and long-term financial stability.

At Jostock & Jostock, we work to resolve disputes at the lowest possible level while ensuring you are fully protected should litigation become necessary.

Our Tax Litigation Services

We represent clients in a wide range of tax disputes, including:

1. IRS Audits and Examinations

Receiving notice of an audit can be intimidating. Our attorneys guide clients through the audit process, preparing documentation, representing them in communications with the IRS, and ensuring that all procedural rights are protected. We analyze the scope of the audit, respond to information requests, and negotiate with revenue agents to resolve issues efficiently.

2. Tax Appeals

If you disagree with an IRS audit determination or a Florida Department of Revenue finding, we can help you file and manage an administrative appeal. Our attorneys understand how to present compelling legal arguments and supporting documentation to challenge tax assessments and penalties.

3. U.S. Tax Court and Federal District Court Litigation

When administrative remedies fail, litigation may be necessary. We represent clients before the U.S. Tax Court, U.S. District Court, and Court of Federal Claims in cases involving income tax, estate and gift tax, and employment tax disputes. Our attorneys prepare detailed pleadings, handle discovery, present evidence, and advocate for fair rulings based on law and fact.

4. Florida Department of Revenue Disputes

Florida’s tax system presents its own unique challenges, from sales and use tax audits to corporate income tax disputes. Our firm assists clients with Florida tax controversies, working directly with state tax examiners to resolve issues and reduce penalties.

5. Collection Defense and Tax Liens

If you have received a notice of levy, lien, or wage garnishment, our attorneys can intervene immediately to protect your property and income. We negotiate payment plans, installment agreements, and offers in compromise when appropriate. We also help clients secure collection due process hearings to contest unfair collection actions.

6. Estate, Gift, and Trust Tax Litigation

Tax disputes often arise from estate administration or trust distributions. We represent executors, trustees, and beneficiaries in controversies involving estate tax audits, valuation disputes, and gift tax deficiencies. Our firm works to resolve these issues while preserving estate assets and minimizing overall tax liability.

Strategic and Proactive Legal Representation

At Jostock & Jostock, our philosophy is to address tax disputes proactively rather than reactively. From the moment we take your case, we evaluate your legal and financial position, assess potential exposure, and identify the most effective resolution strategy.

Our attorneys work closely with accountants, financial advisors, and tax professionals to build strong cases grounded in documentation, law, and experience. Whether your goal is to negotiate a settlement or litigate aggressively, we tailor our strategy to your specific needs.

We also help clients avoid future disputes by providing preventive legal advice, including guidance on compliance, reporting, and recordkeeping.

Why You Need an Experienced Tax Litigation Attorney

Tax law is complex, and the stakes are high. Attempting to handle a tax dispute without experienced counsel can result in costly mistakes, missed deadlines, or unfavorable settlements.

An experienced tax litigation attorney understands how to:

• Interpret the Internal Revenue Code and related regulations
  
  
• Navigate IRS and Florida Department of Revenue procedures
  
  
• Develop persuasive legal and factual arguments
  
  
• Negotiate effectively with tax authorities
  
  
• Protect your assets during enforcement actions
  
  

Our attorneys at Jostock & Jostock bring years of experience in both tax law and litigation — giving clients a competitive advantage in resolving disputes successfully.

Tax Litigation for Businesses

Businesses of all sizes face ongoing scrutiny from tax authorities. We represent corporations, partnerships, and pass-through entities in disputes involving:

• Corporate income taxation
  
  
• Payroll tax issues
  
  
• Employee classification disputes
  
  
• Deduction and depreciation challenges
  
  
• Transfer pricing and intercompany transactions
  
  

We also assist business owners with closely held business taxation planning, helping prevent disputes before they occur. Our goal is to protect your company’s reputation, maintain compliance, and safeguard your financial stability.

Tax Litigation for Individuals and Families

High-net-worth individuals and families often encounter tax controversies tied to estate planning, trust administration, or asset transfers. We assist with:

• Estate and gift tax disputes
  
  
• Taxation of trust income
  
  
• IRS deficiency notices
  
  
• Unreported foreign accounts or income
  
  
• Charitable giving deductions and compliance
  
  

Our attorneys are especially experienced in cases involving complex trust structures and intergenerational wealth transfers, ensuring compliance while minimizing the risk of penalties.

How We Resolve Tax Disputes

While some disputes must go to court, many can be resolved through negotiation and administrative proceedings. Our firm focuses on resolving cases efficiently and favorably through:

• Audit representation and negotiation
  
  
• Settlement conferences
  
  
• Alternative dispute resolution (ADR)
  
  
• Installment agreements and offers in compromise
  
  

If litigation becomes necessary, we are fully prepared to represent you in court. Our attorneys have extensive trial experience and a reputation for professionalism and precision in high-stakes cases.

Why Choose Jostock & Jostock, P.A. for Tax Litigation in Naples, FL?

• Extensive Experience: Our attorneys have decades of combined experience handling complex federal and state tax disputes.
  
  
• Comprehensive Legal Insight: We integrate tax law expertise with estate and business planning knowledge for holistic solutions.
  
  
• Strategic Advocacy: Every case receives a customized litigation strategy based on the client’s unique situation and goals.
  
  
• Local & Federal Representation: We handle cases in Naples, throughout Florida, and before federal tax authorities.
  
  
• Proven Results: Our firm has successfully represented individuals, estates, and corporations in audits, appeals, and courtroom litigation..