Facing the IRS or the Nebraska Department of Revenue?

Top 6 Tax & IRS Lawyers in Omaha, NE

A tax problem — an audit, a lien, unfiled returns, or a collection notice — rarely improves on its own. In Omaha you may be dealing with the IRS, the Nebraska Department of Revenue, or both, and the deadlines are strict. A tax attorney brings legal strategy and attorney-client privilege that a preparer cannot. The lawyers and firms below have a verifiable Omaha tax practice.

Choosing a tax lawyer is about matching the firm to the problem — an audit defense, an offer in compromise, unfiled returns, or potential criminal exposure all call for different strengths. The Omaha firms and attorneys below appear across independent directories such as Best Lawyers, Super Lawyers, Avvo, Justia, and Martindale-Hubbell, with verifiable tax and IRS-controversy focus.

How we picked these 6: We reviewed peer rankings and directory listings (Best Lawyers, Super Lawyers, Avvo, Justia, Martindale-Hubbell, Expertise.com), bar recognition, and verifiable practice focus. Firms that appeared consistently across independent sources made the list. We do not accept payment for placement, and we do not write sponsored reviews. More on our methodology →

1

Koley Jessen

Downtown Omaha Full-service

Practice focus: Tax planning, business tax, IRS matters

One of Omaha's largest business law firms, with a tax group that earned rankings in the 2026 Best Lawyers “Best Law Firms” list and advises companies and individuals on planning and federal tax controversies.

Fee structure
Hourly / flat for resolution
Consultation
Consultation
Office
Omaha, NE
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2

Erickson | Sederstrom, P.C.

Omaha Mid-size

Practice focus: Tax planning, IRS representation

A long-established Omaha firm whose tax attorneys provide planning advice and represent clients before the IRS, handling examinations, appeals, and related business and estate tax work.

Fee structure
Hourly / flat for resolution
Consultation
Consultation
Office
Omaha, NE
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3

Gross, Welch, Marks & Clare

Omaha Mid-size

Practice focus: Tax, business, and estate tax

A full-service Omaha firm where shareholders including William J. Lindsay, Jr. build long-term, tax-effective plans for businesses and families and handle tax matters alongside litigation and business law.

Fee structure
Hourly / flat for resolution
Consultation
Consultation
Office
Omaha, NE
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4

Kennedy Tax Solutions

Omaha Boutique

Practice focus: Tax controversy and IRS resolution

An Omaha practice focused on tax controversy, addressing taxpayer issues with the IRS and the Nebraska Department of Revenue, including audits, installment agreements, liens, and appeals.

Fee structure
Hourly / flat for resolution
Consultation
Consultation
Office
Omaha, NE
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5

Law Office of Howard N. Kaplan

Omaha Solo

Practice focus: Federal tax, IRS controversy

Attorney Howard N. Kaplan is a former IRS attorney, AV Preeminent peer-review rated through Martindale-Hubbell and listed in Super Lawyers, representing clients in IRS controversies administratively and in court.

Fee structure
Hourly / flat for resolution
Consultation
Consultation
Office
Omaha, NE
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6

Monte L. Schatz

Omaha Solo

Practice focus: Tax disputes, IRS resolution

An Omaha attorney listed in lawyer directories for tax work, representing clients in disputes with the IRS and state tax authorities, including audits, collection matters, and appeals.

Fee structure
Hourly / flat for resolution
Consultation
Consultation
Office
Omaha, NE
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How to choose between them

Match the firm to the problem. A straightforward tax matter is often a flat-fee or limited-scope engagement, while a contested or complex one needs a firm with depth, support staff, and real courtroom or negotiating experience. Start by being honest with yourself about which kind of matter you actually have, because that single distinction narrows the list faster than anything else.

Then compare the 6 firms above on the things that genuinely predict a good experience: relevant recent experience, clear written fees, responsive communication, and a named lawyer who will own your file. Two short consultations will tell you more than a week of reading reviews, because you will hear how each lawyer thinks about your specific situation and whether they explain it in plain language or hide behind jargon.

Finally, weigh fit. The most credentialed firm is not automatically the right one for you; the right one is the firm whose approach, communication style, and fee structure match what you need. Trust the lawyer who answers your questions directly and sets realistic expectations over the one who simply tells you what you want to hear.

What a tax matter looks like in Omaha

A tax matter in Omaha usually starts with a letter — an audit notice, a balance due, or a collection action from the IRS or the Nebraska Department of Revenue. The first job of a tax attorney is to read the notice correctly, identify the deadline, and respond before options close. Many problems get worse only because the taxpayer waited.

From there the path depends on the issue. An audit is defended with documentation and legal argument; a collection case is resolved through an installment agreement, an offer in compromise, or a collection due process hearing; unfiled returns are brought current before the government files substitutes. Most matters resolve administratively without ever reaching Tax Court.

What to look for in a tax lawyer

The firms above are a starting point, not a verdict. The right lawyer for you depends on your facts, your budget, and how you want to be treated. Use these five signals to compare them.

Relevant, recent experience. “We handle everything” is a weakness, not a strength. You want a lawyer who works tax matters in Omaha regularly, not one who takes them occasionally between unrelated cases. Recent, repeated experience with situations like yours is the single best predictor of a good outcome.

Straight talk about your situation. A good lawyer tells you what is strong and what is weak at the first meeting, not just what you want to hear. If everything sounds easy and the result sounds guaranteed, be skeptical — real matters carry real risk, and an honest lawyer names it.

Communication you can live with. Most complaints about lawyers are not about losing — they are about silence. Ask who returns your calls, how fast, and whether you will reach the actual attorney or only a screener. Set that expectation before you sign, because it rarely improves later.

Fees in writing, in plain English. You should leave the first meeting knowing what you will pay, what it covers, and what could cost extra. A clear written fee agreement is a sign of a well-run practice; a vague “don't worry about it” is a sign to keep looking.

Local knowledge. A lawyer who works in Omaha regularly knows the local courts, agencies, and counterparts, knows how matters there tend to break, and knows which outcomes are realistic. That practical knowledge is hard to fake and easy to verify — just ask.

What does a tax lawyer in Omaha cost?

Tax controversy work in Omaha is usually billed hourly — commonly $250 to $450 an hour — with flat fees for defined projects like an installment agreement, an offer in compromise, or a single audit. Ask which model applies to your matter and get it in writing.

What drives the total is complexity and how far the case goes: an early installment agreement costs far less than a contested audit that reaches appeals. A good lawyer scopes the likely range at the first meeting and explains what would push it higher.

Red flags to watch for

Guaranteed outcomes. No ethical attorney can promise a specific result. If a firm guarantees how your tax matter will end before reviewing your file, walk away.

The disappearing senior lawyer. You meet a name partner at intake, then never speak to them again while a junior runs the file unsupervised. Ask in writing who your day-to-day lawyer will be.

No verifiable track record. “We have handled thousands of cases” is marketing. Real evidence is named results, peer recognition such as Super Lawyers, Best Lawyers, or board certification, and a clean record with the state bar.

Pressure to sign immediately. A reputable firm gives you the engagement letter in writing and time to read it. High-pressure intake is a sign of a volume mill, not a careful practice.

Vague fee terms. “Don't worry about the cost” is a red flag. Every legitimate firm puts the fee, what it covers, and what triggers extra charges in writing.

10 questions to ask in your free consultation

Most firms on this list offer a consultation. Use it, take notes, and compare at least two firms before you sign.

  1. Who, specifically, will handle my matter day to day? Get a name and an email, not just a firm brand.
  2. How many tax matters like mine have you handled in the last three years? You want a number, not a brochure line.
  3. What is your fee, and what does it cover? Get the answer in writing before you sign anything.
  4. What costs am I responsible for, and when? Out-of-pocket expenses surprise people. Ask up front.
  5. What is the realistic range of outcomes here? A good lawyer gives you a range. A weak one promises the high end.
  6. How long will this take? Ask for an honest estimate with the assumptions stated.
  7. Who else might work on this — associates, paralegals, experts? Know who is actually on your team.
  8. How and how often will I hear from you? Set the communication expectation now, not later.
  9. What is the worst-case outcome? A lawyer who will not discuss downside risk is selling you something.
  10. What happens if I want to change lawyers later? Make sure you understand how your file and any fee are handled.

What's specific about Omaha and Nebraska

Two tax authorities. Omaha taxpayers can face the IRS, the Nebraska Department of Revenue, or both at once. The rules and deadlines differ, and a lawyer who handles state and federal matters keeps them from colliding.

Strict deadlines. Audit responses, appeals, and collection due process requests all run on short clocks. Missing one can forfeit a right you would otherwise have, so timing is everything.

Privilege matters. Unlike a preparer, a tax attorney offers attorney-client privilege. When there is any chance a civil problem becomes a criminal one, that protection is worth a great deal.

When to bring in a tax lawyer

Earlier is almost always better. People often wait until a tax problem has hardened into a crisis — a deadline, a lawsuit, an official notice — before calling a lawyer, and by then some of the best options have already closed. A short, early consultation costs little and frequently changes the trajectory of a matter, while waiting rarely makes anything cheaper or simpler.

You do not need to have everything figured out before you call. A good Omaha lawyer expects you to arrive with questions, not answers, and part of their job is to tell you whether you even need them. If your situation is simple, an honest firm will say so; if it is not, you will be glad you asked before acting rather than after.

If you are weighing whether to call now or wait, treat any hard deadline, any document you are asked to sign, or any official notice as a reason to talk to someone this week. The cost of a brief consultation is small next to the cost of a missed deadline or a signature you cannot take back.

Your first steps this week

If you are dealing with a tax issue in Omaha right now, a few moves protect you while you take the time to choose the right lawyer.

Write down the timeline. Put the dates, names, and what was said on paper while it is fresh. Memories fade and details that feel obvious today are easy to lose in a month, and a clear timeline makes your first consultation far more productive.

Save everything. Keep the documents, emails, text messages, and records connected to your situation in one place. The strength of a tax matter often comes down to what you can show, not just what you can say.

Do not sign or agree to anything under pressure. Whether it is the other side, an agency, or a fast-talking intake person, you are allowed to say you want to speak with your own lawyer first. A reputable Omaha firm respects that; anyone who does not is telling you something.

Book two consultations. Most firms above offer a free or low-cost first meeting. Talk to at least two before you commit, and choose the lawyer who explains your options clearly and answers your questions without rushing you.

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Frequently asked questions

Do I need a tax attorney or a CPA for an IRS problem?

A CPA handles preparation and accounting; a tax attorney handles disputes, audits, appeals, liens, and anything where attorney-client privilege and legal strategy matter. For an examination, collection action, or possible criminal exposure, a tax attorney is the right call.

What does a tax attorney in Omaha cost?

Many tax controversy matters are billed hourly, commonly $250 to $450 an hour in Omaha, with flat fees for defined projects like an offer in compromise or an installment agreement. Ask for a written fee scope before you sign.

Can a tax lawyer stop IRS collection?

They can request a collection due process hearing, negotiate installment agreements or an offer in compromise, and seek release of levies or liens. Timely action matters because the IRS follows strict deadlines.

Does Nebraska have its own tax authority I might owe?

Yes. The Nebraska Department of Revenue administers state income and sales tax and can assess and collect separately from the IRS. A good Omaha tax lawyer handles both.

What is an offer in compromise?

A settlement that lets qualifying taxpayers resolve tax debt for less than the full amount when full payment would create hardship or collection is doubtful. Eligibility is narrow and the documentation is heavy.

How long does the IRS have to collect?

Generally ten years from assessment, though several events pause that clock. A tax attorney can confirm your collection statute expiration date.

I haven't filed in years. What should I do?

File the missing returns, ideally with counsel, before the IRS files substitute returns for you. Voluntary compliance usually produces a better outcome than waiting to be found.

Can I be charged criminally for tax issues?

Most tax problems are civil, but willful evasion or fraud can be criminal. If there is any criminal exposure, talk to a tax attorney immediately and say little to investigators until you do.

What records will the lawyer need?

Recent returns, IRS or state notices, wage and income transcripts, and records of the disputed items. Bring every letter you have received to the first meeting.

Do tax attorneys offer free consultations?

Many offer a short initial consultation. Use it to confirm the lawyer handles your specific issue and to get the fee in writing.

One last thing. Choosing a lawyer is personal. Read the listings, check the bar record, and call two or three firms before you sign. Ask each one how many matters like yours they have handled in Omaha in the last three years. The answer tells you most of what you need to know. — The LawFirmSquare team