An IRS summons is a serious legal matter. It means the government is no longer simply requesting information. It is demanding it under federal authority.
If you receive an IRS summons, Margolies Law Office provides immediate legal representation to protect your rights, limit exposure, and manage all communication with the government.
A summons can require you to produce financial records, appear for testimony under oath, or authorize the release of third party documents such as bank or accounting records. Ignoring it can lead to enforcement action in federal court.
An administrative summons is issued when the IRS believes it needs specific information to determine tax liability or collect a debt. It may arise during:
This represents a significant escalation beyond a routine audit request.
Although the IRS has broad investigative authority, it must follow strict procedural rules. To enforce a summons, the government must demonstrate:
Margolies Law Office reviews the summons to determine whether it is legally valid, overly broad, or procedurally defective.
Providing documents or testimony without legal guidance can create serious consequences. Common risks include:
Once information is provided, it cannot be taken back. Strategic review before responding is critical.
If you receive a summons:
Margolies Law Office can file the appropriate authorization forms and immediately take over communication with the IRS to protect your interests.
The IRS cannot enforce a summons on its own. If you do not comply, the matter may be referred to the Department of Justice for enforcement in U.S. District Court.
At that stage, legal representation becomes even more critical. Margolies Law Office provides strategic defense at both the administrative and court enforcement levels.
IRS summons cases require careful legal analysis and controlled communication. Margolies Law Office focuses on federal tax controversy matters and understands how IRS investigations escalate.
Clients choose Margolies Law Office for:
If you have received an IRS summons, call (469) 626-7760 to schedule a confidential consultation with Margolies Law Office before responding.
“ Andrew Margolies did a great job for my mom who had paid her taxes, but the IRS failed to associate the payment with her account. She kept getting letters demanding payment with accrued interest and fees even though they had cashed her check.
After Andrew started working on it, the letters stopped. We were notified there had been a credit to my mom’s account, and finally the payment was properly applied with a zero balance. She is even receiving a refund.
We’re very happy with Andrew and would highly recommend him.”
“I came to Andrew Margolies with a significant IRS issue that I had been losing sleep over for months. I spoke with Jennifer on the phone, got in the same day for a consultation, and had a full resolution within 2 business days for a reasonable price. Andrew did exactly what he said he was going to do and provided me with a thorough resolution.
Being 9 months pregnant, Andrew was extremely sensitive to my timeline urgency and was on the phone with me at 5pm on a Friday helping me with my case.
Before meeting with Andrew, I called around to 10 different offices. All of those interactions felt like a sales funnel and a money grab. I can’t explain the relief I have having chosen to work with Andrew and having a resolution within days. We’re absolutely thrilled with the value and the experience.”
“100% recommended. I had a problem regarding my tax return since the beginning of 2023 and had been trying to follow up myself until 2025 with no progress. I decided to work with Attorney Andrew and Jennifer and in less than a month my problem was solved.
Attorney Andrew is very knowledgeable with reasonable fees and Jennifer is very responsive to all requests and questions. Most importantly they have business ethics. I will not look further if I have any more tax problems.”
