In a recent article featured in the Rochester Business Journal, Harter Secrest & Emery Partner Laura Higgins and Bonadio Principal Jess LeDonne discuss the key warning signs that a tax matter may be shifting into tax controversy territory, including audit notices, amended returns, complex tax positions, penalty exposure, and multi-jurisdictional reporting inconsistencies. The article also explores the important distinctions between attorney-client privilege and CPA confidentiality protections, the role of Kovel agreements, and best practices for coordinating legal and accounting advisors. Learn how proactive tax controversy planning, privilege preservation, and a strategic CPA-attorney partnership can help taxpayers mitigate risk, strengthen their position, and achieve better outcomes during audits and tax disputes.