Tax Attorney FAQ’s

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What services does your agency provide to Tax Attorneys?

See “Tax Attorney Services

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How does your agency differ from other agencies?

We do not try to be all things to all people. Our expertise comes from our combined 50+ years of experience working on financial investigations with the IRS and over 25 years of experience providing litigation support. Sage’s expertise allows us to conduct thorough and professional investigations into sensitive and confidential matters. We have also developed a software technology named DIO. DIO is an advanced technology that enables the analysis of complex financial data quickly, easily, and efficiently.

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What experience do you have with the IRS?

Sage has over 50+ years of combined Special Agent experience investigating Income tax evasion, fraud, and money laundering and has 25 years of experience in the private sector defending clients against actions by the IRS.

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What experience do you have working on criminal cases?

All our experience was gained investigating criminal cases. Sage worked closely with the US Attorney’s office in New Orleans and Central Texas for 50+ combined years, preparing cases for trial and assisting in the presentation of the trial in Federal Court. Martin has also participated in defending cases in Federal and State Court.

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What experience do you have with handling volumes of records?

As private-sector investigators with 25 years of experience, our cases always involve the analysis of boxes of financial records in the form of paper or electronic data. We have developed techniques to handle large volumes of documents. Our processes create inventories, scan the records and convert them into a database that renders reports into spreadsheets for analysis.

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What kind of process do you use to analyze the records?

Since most of our analysis involves financial information, we follow money through the use of DIO. DIO is a proprietary database software technology that renders reports in Excel, allowing actual documents and data to be searched by keywords and viewed.

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Does your agency conduct client and witness interviews?

Our agency conducts client interviews initially to uncover all the facts in the case. We also contact and interview witnesses after a discussion with our attorney client. 

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What can I expect if I hire your company?

With Sage you can expect a highly competent and diligent advocate for your client and someone who will work side by side with you throughout the engagement and if necessary trial. 

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How much do you charge?

Our rates vary depending on the type of case. We do require a retainer. We charge on an hourly basis against the retainer. Please call us at 512-659-3179 to discuss your matter.

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What is the best way to contact you?

Our office hours are 8:00AM – 5:00PM CST Monday through Friday. We are readily available on Weekends when needed. Please contact us at 512-659-3179 or e-mail us for a free initial phone consultation. See “Contact Us” for our fax number and our mailing address.