Anne M. Moniz Attorney at Law

For individuals and businesses in Johnston, Rhode Island, and Massachusetts grappling with complex tax issues or seeking comprehensive estate planning solutions, the "Lawyers Near Me" platform serves as a vital resource for identifying and connecting with specialized legal professionals. Among the highly recommended attorneys in this niche field is Anne M. Moniz, Attorney at Law, conveniently located at 1200 Hartford Ave, Johnston, RI 02919, USA. This introduction aims to provide a comprehensive overview of Attorney Moniz's practice, drawing upon publicly available information and compelling client testimonials to inform potential clients about her services, environment, and distinguishing features.

The environment of a law office, especially one that deals with sensitive financial and personal information, is crucial for establishing trust and confidence. Anne M. Moniz Attorney at Law is situated at 1200 Hartford Avenue, Suite 101, in Johnston. This location offers local accessibility within the community. While specific details about the interior aesthetics are not widely publicized, a law office specializing in tax and estate planning can be expected to maintain a professional, discreet, and orderly setting. Such an environment is designed to facilitate confidential discussions, providing private consultation rooms where clients can comfortably share intricate financial details and personal wishes without concern for privacy. The firm's commitment to professionalism and client accommodation, as suggested by the reviews, extends to creating a supportive and reassuring atmosphere. The availability of services by appointment only and the offer of free consultations suggest a client-focused approach to the office environment, ensuring that each client receives dedicated attention in a structured setting.

Anne M. Moniz, Attorney at Law, specializes primarily as a tax attorney with extensive experience in helping both businesses and individuals navigate complex IRS and state tax problems. Her practice areas are highly specialized and critical for those facing financial disputes or seeking to plan their estates. These services include, but are not limited to:

• Unpaid Taxes: Assisting clients with outstanding tax liabilities, working to resolve their debt.
• Wage Garnishment & Bank Levy: Providing legal representation to stop or mitigate the effects of IRS or state-imposed wage garnishments and bank levies.
• Tax Audit or Examination: Representing clients during IRS or state tax audits and examinations, guiding them through the process and defending their positions.
• Unfiled Tax Returns: Helping individuals and businesses become compliant by addressing unfiled tax returns.
• Offer In Compromise (OIC): Negotiating with tax authorities (IRS and state DORs) to settle tax debts for a fraction of the original liability, often determining client qualification and leading them through each step of the OIC proceeding.
• Installment Agreements: Arranging payment plans with the IRS for Federal tax liabilities, exploring various options like the Fresh Start program or partial payment agreements based on the client's financial situation.
• IRS Appeals & U.S. Tax Court: Providing representation through all types and stages of IRS appeals, including Collection Due Process hearings, audit reconsiderations, and trust fund recovery determinations. She is admitted to practice in the U.S. Tax Court and frequently represents clients there.
• Hardship Status (Currently Not Collectible - CNC): Assisting clients who cannot pay their taxes due to financial hardship to be placed in Currently Not Collectible status by the IRS.
• Penalty Abatement: Helping clients request the abatement of certain penalties from tax authorities.
• Innocent Spouse Relief: Guiding individuals seeking relief from tax liabilities incurred by a spouse or former spouse.
• Tax-Related Identity Theft: Assisting victims of tax-related identity theft.
• Passport Issues: Addressing tax-related issues that might affect passport eligibility.
• Business Tax Preparation & Individual Tax Preparation: While primarily focused on resolution, her background also implies an understanding of tax preparation intricacies.
• Estate Planning: Wills, Trusts, Health Care Proxy, and Power of Attorney: Although her main focus is tax, some public profiles indicate she also handles aspects of estate planning, which is often intertwined with tax considerations, helping clients plan for the orderly transfer of assets and make important health and financial decisions.
• Guardianships of Minors/Adults: Assisting with legal processes for guardianship, especially relevant when considering financial and health decisions for others, which can have tax implications.

Her deep experience in both IRS and Rhode Island/Massachusetts state tax problems positions her as a comprehensive resource for tax resolution and planning. She emphasizes explaining complicated tax issues to her clients, which is a significant aspect of her service delivery.

Several key features distinguish Anne M. Moniz, Attorney at Law, making her a compelling option for individuals and businesses searching on "Lawyers Near Me." A paramount feature is her extensive experience and specialized education. She has been a tax attorney for more than 20 years, having graduated from Roger Williams University School of Law (JD, 2000) and obtained an LL.M. (Master of Laws) in Taxation from Boston University's School of Law (2002). This advanced degree signifies a high level of expertise in complex tax law. She is licensed to practice law in Massachusetts (admitted January 2002) and is a member of the Rhode Island Bar Association. Her professional background includes serving as a Tax Specialist at a Non-Profit Clinic from October 2002 to July 2014, further highlighting her practical experience in assisting taxpayers. Clients consistently praise her for being "amazingly personable and professional," and for her long tenure in the business. Her strong recommendation from other professionals ("came strongly recommended to me") and subsequent client referrals ("I have recommended her to three different clients and all have been very happy with her results") speak volumes about her effectiveness and trustworthiness. Responsiveness and client communication are also key features; clients note she is "always available or got back to us promptly" and that she is "passionate about representing and helping taxpayers" while spending "time explaining complicated tax issues to them." The firm also offers transparent fee structures, including "Free Consultation," "Hourly Billing," and "Flat Fee Pricing," accommodating diverse client needs. She accepts Amex, which adds to client convenience.

In terms of promotional information, the client reviews for Anne M. Moniz Attorney at Law are exceptionally strong and serve as powerful testimonials on platforms like "Lawyers Near Me." Phrases like "she delivered big time," "amazingly personable and professional," "always available or got back to us promptly," and "ensure you are getting the best results possible" are direct and compelling endorsements. The fact that she came "strongly recommended" and resulted in "three different clients" who were "very happy with her results" provides tangible proof of her effective advocacy and client satisfaction. Her explicit focus on "helping taxpayers with major tax problems" and emphasizing that "experience counts" are clear promotional messages. The firm also promotes its expertise through the detailed listing of the types of tax problems they resolve, from unpaid taxes to complex IRS appeals and Offers in Compromise, highlighting their ability to navigate tricky regulations. The offer of "Free Phone Consultations" and flexible payment options (hourly or flat fee) are standard but effective promotional tools that reduce the initial barrier for potential clients. By consistently delivering positive outcomes and providing exceptional client service, as evidenced by the glowing testimonials, Anne M. Moniz Attorney at Law effectively promotes herself as a highly competent, responsive, and trustworthy tax and estate planning attorney in the Rhode Island and Massachusetts area.

In conclusion, Anne M. Moniz, Attorney at Law, located at 1200 Hartford Ave, Johnston, RI 02919, USA, and reachable at (401) 580-2934, is a highly recommended and specialized legal professional for individuals and businesses on the "Lawyers Near Me" platform. Her office provides a professional and accessible environment in Johnston. Her services are comprehensively focused on tax law resolution for both federal and state issues, including complex matters like Offers in Compromise, IRS appeals, and penalty abatement, alongside some estate planning services. Key features distinguishing her practice include her over 20 years of experience, advanced LL.M. in Taxation, dual state licensure, exceptional client communication and responsiveness, and a transparent fee structure. The overwhelmingly positive client testimonials serve as the firm's most powerful promotional asset, portraying Anne M. Moniz as a knowledgeable, personable, and highly effective attorney dedicated to achieving the best possible results for her clients.