(406) 449-4829

950 North Montana
Helena, MT 59601

(406) 582-8822

504 West Main St.
Bozeman, MT 59715

Bozeman Tax Attorney

Bozeman tax attorney

Silverman Law Office, PLLC is an experienced law firm with extensive tax law knowledge. We help our clients to minimize the overall tax impact to their businesses, probate and transactional matters. At the same time, we help them make smart legal decisions. Our dedicated approach gives our clients both comfort and the security of knowing they can come back for future reliable legal assistance. Our Bozeman tax attorney offers assistance with the following:

A Bozeman tax attorney can help you with an array of issues involving estates, property, oil and gas, businesses, or residential property. Legal issues often require someone with experience drafting complex documents and serious negotiations. We can help. Call Silverman Law Office, PLLC today to find out how our lawyers can help you meet your goals.

Wills, Trusts, and Probate Attorney

Issues involving estates can be complex. Often, the multiple parties involved need legal advice from a Bozeman tax attorney. We have experience working with estate executors, administrators, and will and trust beneficiaries. We can help with administration as well as tax issues. Moreover, we will listen to your goals and help you efficiently settle and close a decedent’s estate while facilitating distribution of assets to beneficiaries.

If you have questions or want to challenge distribution of an estate, we can help. At Silverman Law Office, PLLC, we understand the complex issues facing every party in estate management. We will negotiate with all parties, including creditors and other attorneys. In addition, we will represent you at all hearings and in mediations.

We can help with all aspects of wills, trusts, and probate, including the following:

  • Irrevocable trust amendment
  • Trusts for children
  • Administration of irrevocable trusts
  • Appointment of trustees
  • Trust funding
  • Taxes for estates and gifts
  • IRS tax audits and disputes
  • Challenged and contested wills
  • Estate and trust settlement
  • Heirship declarations

Estate Planning Services

We understand that you have worked hard to establish your estate for your future and the stability of your family. Our Bozeman tax attorney will listen to your goals and help you plan your estate in such a way that provides the most for your entire family. We can help with all aspects of estate planning, including the following:

  • Wills
  • Revocable and irrevocable trusts
  • Durable and health care powers of attorney
  • Business succession planning
  • Guardianships
  • Conservatorships
  • Real estate transfer
  • Family limited partnerships
  • Estate taxes
  • Premarital agreements

Estate planning can be complex. We know it’s important to meet all of your needs before you pass your assets on to the next generation. We can help you establish necessary trusts and accounts as well as transfer property prior to the end of your life. A Bozeman tax attorney will also guide you through potential tax issues before and after death.

Business and Tax Law

Strong businesses are the foundation of the American economy. Our Bozeman tax attorney has worked with new and established businesses having issues with planning, formation, operation, and taxation. We can help you at every step of the business operations process, including the following:

  • Planning and formation of the business
  • Funding and financing issues
  • Investments and partners
  • Contracts and banking transactions
  • Mergers and acquisitions
  • Debt collection and issues with creditors
  • Property issues and real estate transactions
  • Corporate governance and documentation

Our lawyers can help with drafting and negotiating business documents as well as review of business contracts. If you have business-related disputes, you need an attorney on your side. We offer advice to entrepreneurs and start-ups with business formation issues. If you have issues with professional liability, we can help you build a strong defense.

We also have significant experience with tax issues facing businesses. We understand that you may have issues with the IRS or the Montana Department of Revenue, including the following:

  • Tax planning
  • Filing tax documents
  • Reorganizations that are taxable and nontaxable
  • Sales tax issues
  • Payroll tax issues

Individual Tax Preparation and Tax Controversies

Our Bozeman tax attorney has extensive experience working with individuals who have diverse tax needs. We can help you with standard tax return preparation as well as any tax controversies that may arise. Matters we handle include the following:

  • Allegations of tax fraud and evasion
  • Criminal tax defense
  • IRS and Montana Department of Revenue audits
  • Tax appeals
  • Penalties for tax preparers
  • Defenses for innocent spouses
  • Tax installment payments and agreements

Many tax issues arise long after you’ve filed your income tax return. You may face an audit or need to amend your tax return. Our Bozeman tax attorney can guide you through the process and explain every step along the way.

Gambling and Liquor

In Montana, there are strict regulations regarding gambling and liquor. The Department of Justice, in addition to the Department of Revenue, extensively review these industries in order to ensure that they are in compliance with the law. At Silverman Law Office, PLLC, we have over 35 years of combined experience when it comes to working with gambling and liquor regulations. A Bozeman tax attorney can help you with the following:

  • Both company and individual gambling and liquor laws
  • Start-ups trying to buy licenses
  • Existing business trying to sell licenses
  • Existing business concerned about succession planning
  • Business reorganization

If You Receive a Liquor Violation

We can help you resolve any issue involving gambling or liquor violations. We work with bars, casinos, alcohol distributors, liquor stores, gambling route operators, etc. to defend our clients. Let a Bozeman tax attorney help you get your business where you want it to go, and as cost-effectively as possible.

Oil and Natural Gas Law

The oil and gas industries require in-depth knowledge about specialized energy law and property transactions. Our experienced advisors can help with issues involving energy trading and energy service companies, drilling companies, exploration, upstream and downstream, and production. We are familiar with Montana laws as well as federal oil and natural gas laws, and we will put our knowledge to work for you.

Many tax issues can arise when dealing with oil and natural gas. Our Bozeman tax attorney can guide you through IRS and Montana Department of Revenue regulations and rules addressing oil and natural gas. Whether you are a business owner, property owner, or oil and gas executive, we can help.  

Professional Licensing

Whether you are licensed as an appraiser, fishing or hunting guide, outfitter, or have another licensed profession in Montana, we can help you protect your license. Our experience both inside and outside of state government equips us to legally defend you if someone has filed a complaint against you.

Commercial and Residential Real Estate Law

Home and business owners face many real estate issues. The other side will most certainly have an agent or attorney on their side, so you deserve a Bozeman tax attorney in your court as well. We can help with an array of commercial and residential real estate issues, including the following:

  • Buy-sell agreements
  • Leases for residential properties
  • Commercial leases
  • Covenants, conditions and restrictions (CCRs)
  • Homeowners’ Association (HOA) issues
  • Condo association issues
  • Construction contracts and contractors
  • Mechanics’ liens
  • Property easements
  • Zoning issues
  • Environmental law issues
  • Due diligence
  • Premises liability
  • Title issues
  • Insurance contracts and negotiation
  • Refinancing
  • Real estate closings

Regulatory Law

Silverman Law Office, PLLC handles regulatory matters including:

  • Agriculture
  • Compliance matters
  • Construction – assisting clients with vendors, employees and contractors
  • Consumer protection including product liability & product safety
  • Counseling lobbyists on compliance with federal, state and local laws
  • Energy regulation
  • Environment (including climate change)
  • Financial institutions and tax issues
  • Healthcare, pharmaceuticals, and medical devices
  • Housing
  • International trade
  • National security
  • Online privacy and cybersecurity
  • Representing clients before administrative agencies and state and federal district courts
  • Sports and Gaming
  • Telecommunications, media and technology
  • Transportation
  • Other regulatory matters

A Bozeman Tax Attorney Can Help You

When dealing with estate issues, property law, and tax concerns, you need someone who can help you navigate the legal process and guide you to your goals. Our experienced Bozeman tax attorney can serve you and your needs. Call Silverman Law Office, PLLC to find out how we can help you.