Former IRS Appeals Officers To Support Your Practice
Our former IRS Revenue & Appeal Officers work alongside attorneys to address the IRS dimension of a case while you remain focused on the legal matter and the client relationship.
Our Expertise Is Backed By IRS Experience.
- Former IRS Revenue and Appeals Officers are on staff.
- Our team members are registered as Enrolled Agents; they’re federally licensed to represent taxpayers before the IRS.
- Referral and co-counsel basis; we don’t solicit your clients’ legal matters.
- Serving San Antonio-area firms across multiple practice areas.
A Tax Complication Can Surface In Almost Any Case.
A pending audit that turns up mid-divorce. A federal lien holding up a closing. A business client with payroll tax exposure. When the IRS becomes part of a case you’re handling, it takes specific procedural knowledge to resolve – and it can slow everything else down if it’s not handled quickly and correctly. Some such cases include:
- A client facing collection action mid-litigation
- A lien or levy complicating a settlement, closing, or estate
- A business client with payroll tax or Trust Fund Recovery Penalty exposure
- Uncertainty about how a client’s tax posture affects case strategy
Falcon Is Your And Your Clients’ Greatest Tax Relief Ally.
Falcon Tax Resolution Group is led by Felix N. Buxo, EA and Robert Valenzo, MBA, EA.
Felix is a former Field Revenue Officer and Offer in Compromise Specialist with the Austin Special cases group.
Robert a Former ATAT field revenue officer and revenue officer manager – federally licensed to represent taxpayers before the IRS in collection, audit, and appeals matters. We step in on the tax side of a case, handle the IRS directly, and keep you informed throughout, so the legal work stays yours.
When To Call Falcon
- A Deadline Is Running
The client received a levy, lien, summons, or Revenue Officer notice with a response date. - A Transaction Is Blocked
A federal tax lien is delaying a closing, settlement, refinance, or estate distribution. - Payroll Taxes Are Involved
The business or a potentially responsible person faces employment-tax or Trust Fund exposure. - The Tax Record Is Unclear
IRS transcripts, assessment dates, or collection history could affect legal strategy or timing.
There Is No Consultation Fee and No Obligation.
Talk to a Falcon professional today and learn more about how we can be a tax relief resource to your firm and your clients in your tax-sensitive cases.
Let’s Talk About A Case.
Submit the form below
or call us directly to learn more about our tax relief process, or to discuss a case.
We assess the tax issue
and outline next steps. There is no cost for the initial discussion.
We handle the IRS side directly
and keep you informed throughout.
Get In Touch.
We work on a referral and co-counsel basis and respect existing attorney-client relationships. Reach out any time — even for a quick question — and we’re glad to be a resource for your practice. We’re also available for CLE presentations and firm lunch-and-learns on IRS collection practice and Tax Court procedure.
The IRS Has a Process.
Now You Have a Team.
Offices in San Antonio, Austin, and Houston.
