Tamara Shepard has an extensive background working on tax matters, both in private practice and as an Appellate Attorney at the US Department of Justice, Tax Division.

Tamara’s practice focuses on tax controversy. She has extensive background handling disputes with the IRS and with state and local authorities, resolving matters on behalf of corporate clients as well as for estates, trusts and individuals.  She has worked on both sides of tax issues, having started her legal career in the Tax Division of the US Department of Justice.

Tamara handles a broad range of domestic and international issues including withholding tax liabilities, employment taxes, tax shelters, estate tax, transferee liability, excise taxes, worthless stock losses, subpart F, transfer pricing, permanent establishment, R&D credit issues, and collections procedures. She assists clients through all stages of their interactions with tax authorities, including: 

  • Evaluation of government claims (or possible claims)
  • Planning strategies to mitigate tax risks
  • Audit defense and interactions with IRS Examiners
  • IRS Appeals process and settlements
  • Claims for refund
  • Requests for penalty abatement
  • IRS account and transcript errors and adjustments
  • Litigation when necessary

Tamara has substantial experience working on appellate matters, both with IRS Appeals and in court.  She has handled dozens of cases in the US Courts of Appeals and acted as counsel of record in published decisions in the Second, Sixth, Eighth, Ninth and Tenth Circuits.