Nationwide Tax Counsel · Planning · Compliance · Controversy

Tax planning
and
compliance counsel
for complex matters.

We represent business owners, entrepreneurs, families, and individuals in sophisticated tax matters — from entity structure and long-horizon planning to compliance systems, IRS and state controversy, refund claims, and defensible tax positions.

  • LLM Taxation
  • JD
  • EA Enrolled Agent
  • DC Bar Licensed attorney
  • Tax Court Federal tax forum
LLM Master of Laws in Taxation
JD Juris Doctor with tax-focused practice
ACCT Certificate in Accounting
EA Enrolled Agent admitted to practice before the IRS
DC Attorney licensed by the District of Columbia Bar
USTC Attorney admitted to U.S. Tax Court
IRS-CI Former IRS Special Agent, Criminal Investigation
ASTPS American Society of Tax Problem Solvers

Services

Five practice pages, one integrated approach.

Most serious tax and business matters touch planning, reporting, documentation, governance, and controversy risk at the same time. Each practice page below breaks out the scope, common matters, and how the work is typically handled.

01

Tax Planning

Forward-looking strategy for business owners and high-complexity individuals: entity structure, compensation, transaction planning, multi-state nexus, and coordination across federal and state regimes. We model trade-offs before they become returns.

  • Entity & structure design
  • Owner compensation strategy
  • Transaction & exit planning
  • Multi-state & nexus analysis
Open planning page
02

Tax Compliance & Reporting

Compliance work as the foundation under planning and controversy, not as a commodity. Reviewed filings, late or amended returns, voluntary disclosures, information reporting, and reasonable-cause positions documented to hold up under scrutiny.

  • Reviewed federal & state filings
  • Information reporting
  • Amended returns & disclosures
  • Reasonable-cause documentation
Open compliance page
03

Tax Controversy & Resolution

Representation in IRS and state examinations, appeals, collection matters, and U.S. Tax Court proceedings. Audit defense, penalty abatement, offers in compromise, installment agreements, innocent spouse, trust fund recovery, and criminal-adjacent matters.

  • IRS & state audit defense
  • Appeals & Tax Court litigation
  • Collection alternatives & liens
  • Refund claims & recoupment
Open controversy page
04

Corporate Governance

Counsel for closely held companies, partnerships, and S-corps on governance, documentation, owner alignment, tax-sensitive decisions, and one-time events where the operating documents and economics need to hold together.

  • Operating agreements & minutes
  • Owner and manager authority
  • Closely held company governance
  • Tax-sensitive documentation
Open governance page
05

Fractional CFO / GC Services

Ongoing outside counsel for owners and leadership teams that need coordinated tax, finance, governance, compliance, and legal judgment without building a full internal executive function.

  • Tax-aware finance leadership
  • Outside general counsel support
  • Board and owner reporting
  • Recurring compliance cadence
Open fractional services page

Complex matters

Where we do our best work.

Not every tax problem needs a tax attorney. The matters below typically do.

If your situation sits at the intersection of two or more of these, we should talk.

  • IRS & state controversy

    Active examinations, appeals, summons response, Tax Court petitions, and parallel federal/state proceedings.

  • Closely held business structures

    S-corp and partnership questions where the operating agreement, the return, and the economics need to agree.

  • Transactions & exits

    Pre-sale structuring, allocation disputes, earn-out and rollover mechanics, post-closing tax issues.

  • Refund claims & recoupment

    Identification, substantiation, and pursuit of refund positions through administrative and judicial channels.

  • High-complexity individual matters

    Owner-operators, multi-state residents, equity compensation, and individuals with material balances owed.

  • Regulatory & administrative analysis

    Positions that depend on the interplay of statute, regulation, and sub-regulatory guidance.

Engagement

A clear path from first call to resolved file.

  1. I.

    Intake & conflict check

    A short conversation to scope the matter, identify deadlines, and confirm we are the right counsel for the work.

  2. II.

    Diagnostic review

    We read the file: notices, returns, transcripts, agreements. You receive a written assessment of issues, exposure, and options.

  3. III.

    Strategy & engagement

    A defined scope of work and fee arrangement. Most engagements are flat-fee by phase, with explicit deliverables.

  4. IV.

    Execution

    Representation before the IRS, state agencies, courts, EOIR, USCIS, tribal forums, or investigative bodies as required.

  5. V.

    Closeout & forward plan

    Resolution documented in writing. Where useful, a forward-looking plan so the same issue does not return next cycle.

Why Matthew

A practitioner who has sat on every side of the table.

Matthew McClintock is an attorney and shareholder at McClintock Tax Law. His practice focuses on tax planning, tax compliance, tax controversy, corporate governance, fractional CFO/GC services, and regulatory matters for business owners, families, and individuals with complex tax needs. He also serves as taxation attorney with Exemplar Companies PBC.

Before private practice, Matthew served as a Special Agent with the Internal Revenue Service, investigating federal tax and financial matters. Earlier, he served as a U.S. Army intelligence analyst. That combination — investigator, analyst, counsel — informs how he reads a file: what matters, what is signal, and what the other side is likely to do next.

Degrees
LLM in Taxation · JD · Certificate in Accounting
Federal tax
Enrolled Agent admitted to practice before the IRS · U.S. Tax Court
Bar license
District of Columbia Bar
Tribal courts
Cherokee Nation · Muscogee Nation · Osage Nation
Immigration
EOIR · USCIS
Additional forums
VCOA · state agencies · administrative proceedings
Affiliations
ABA Section of Taxation · American Society of Tax Problem Solvers
Focus areas
Tax planning · tax compliance · tax controversy · corporate governance · fractional CFO/GC services · securities · government relations · related immigration and defense matters
Prior service
IRS Special Agent · U.S. Army Intelligence Analyst
Public profile
500+ professional connections; 1,300+ followers on LinkedIn
Connect on LinkedIn

Contact

Discuss your matter.

Initial conversations are confidential and free of charge. If your matter is time-sensitive — an active notice, a deadline, a transaction in progress — flag that in your message.

  • Practice Nationwide representation
  • Reach Federal, multi-state, administrative, regulatory, tribal, and remote matters
  • Response Typically within one business day
  • Connect linkedin.com/in/mcclintocktaxlaw

Submitting does not create an attorney-client relationship.