Agents gather the provisions, rulings and precedents.
- Characterise the payment or transaction
- Gather provisions and authorities
- Draft memos with citations
- Draft replies to notices
A tax lawyer decides the position you can defend.
- The legal position
- The filing stance
- Whether the facts hold up
- The final reply
You get a memo where every line cites its source.
- Research memos
- Cross-border payment analyses
- Notice replies