A client came to our firm facing multiple years of income tax assessments from the Alabama Department of Revenue, despite never living or working in Alabama during the years at issue. The situation was especially frustrating because the client had already hired another law firm to resolve the matter. Despite prior submissions and efforts, the case remained unresolved and enforcement actions continued.

The state’s position was based on an incorrect assumption that the client was an Alabama resident, largely tied to a family address. In reality, the client had established residency elsewhere for years, living and working in other jurisdictions with no Alabama-source income.

When we took over, we approached the case from the ground up. We rebuilt the factual record, assembled a comprehensive evidentiary package, and resubmitted documentation clearly demonstrating non-residency, including out-of-state tax returns and residential records . We also escalated the matter through the Alabama Department of Revenue’s Taxpayer Advocate and directly addressed the state’s misunderstandings.

Ultimately, the Department reversed its position, closed its review, and confirmed that the client was not an Alabama resident and did not earn income from Alabama sources.

This case underscores a critical reality: not every law firm is equipped to handle complex tax controversies. These cases require specialized knowledge, strategic advocacy, and persistence. If you have been audited or assessed by the Alabama Department of Revenue, contact our firm to discuss how we can help resolve your case.