Taxation

Crowe & Dunlevy has represented taxpayers on taxation law issues for more than forty years.  Taxation complexities increasingly impact every economic sphere, beginning locally and expanding to include global economies. The Firm’s Taxation attorneys are thoroughly familiar with an increasingly complex array of statutes, regulations and decisional law.

Crowe & Dunlevy taxation services are concentrated in two general areas: tax planning and tax litigation.  The taxation attorneys in these two areas work together, sharing information, ideas and resources on client matters, in order to keep abreast of legislative, administrative and judicial developments.

Tax Planning Services

Crowe & Dunlevy Taxation attorneys create a plan for desired tax results and implement the  plan, including drafting and executing reorganizational and/or transactional matters.  Many times these planning and implementation services involve providing tax opinions or obtaining private letter rulings from the Internal Revenue Service or the Oklahoma Tax Commission.  Crowe & Dunlevy tax planning services cover all types of taxes, including but not limited to:

• Federal income tax
• Oklahoma income tax
• Federal payroll based taxes
• Federal excise taxes
• Oklahoma sales and use taxes
• Oklahoma aircraft and motor vehicle excise taxes
• Oklahoma gross production taxes

Crowe & Dunlevy provides tax planning services to individuals, general partnerships, limited partnerships, limited liability companies, venture capital organizations, corporations and their consolidated affiliates and subchapter S corporations. The Firm’s Taxation attorneys also handle tax issues for tax-exempt entities, such as hospitals, foundations and charitable trusts.

Litigation Practice

Crowe & Dunlevy Taxation Litigation attorneys primarily handle the defense of claims for additional taxes against taxpayers.  In tax controversies, the Firm normally represents clients against the Internal Revenue Service and Oklahoma Tax Commission, although other taxing authorities may be involved.  The Taxation Litigation attorneys represent clients in audits, administrative appeals, Internal Revenue Service National Office Technical Advice Conferences as well as trials and appeals before judicial courts.  Crowe & Dunlevy represents clients on tax issues before the following courts:

• United States Tax Court
• Federal district courts
• Federal bankruptcy courts
• Oklahoma district courts
• Oklahoma Supreme Court
• United States Claims Court
• United States Circuit Courts of Appeal
• United States Supreme Court

In addition, the Firm’s Taxation Litigation attorneys represent taxpayers who are being investigated for or accused of criminal violation of various taxing statutes.  These services involve the construction, interpretation and application of various taxing statutes and constitutional limitations to taxpayer matters.