About Dale R. Kennedy, J.D., CPA

Dale R. Kennedy is a tax attorney and Certified Public Accountant at Kennedy Tax Solutions. He helps individuals and businesses resolve IRS and state tax disputes, including audits, collection actions, unfiled returns, tax appeals, and U.S. Tax Court matters.

Education and Professional Credentials

• Juris Doctor (J.D.): Willamette University College of Law, 1997.
• Oregon bar admission: 1997; Oregon State Bar number 973037.
• Professional memberships: American Bar Association and American Academy of Attorney-CPAs (AAA-CPA).
• Certified Public Accountant (CPA): Oregon CPA license number 6412; more than 30 years of accounting experience.

Education and professional background are listed in Dale R. Kennedy’s Justia lawyer profile. His Oregon CPA license number is listed in Dale Kennedy’s CPAdirectory profile.

Legal and Accounting Experience Applied to Your Case

My background combines more than 30 years of accounting experience with legal practice dating to my Oregon bar admission in 1997. My work has involved IRS and state tax matters, administrative hearings, appeals, and tax court proceedings.

As a CPA, I examine the records behind a tax balance: returns, income, expenses, and business books. As an attorney, I evaluate the legal basis for the assessment, the available defenses, and the deadlines that may affect your rights. Together, these perspectives help me determine whether a case calls for correcting the amount owed, challenging a decision, or pursuing an appropriate collection alternative.

Who Kennedy Tax Solutions Helps

Kennedy Tax Solutions focuses on complex tax matters for businesses of any size and individuals with tax liabilities generally of $25,000 or more. Audit defense, collection defense, and federal or state tax appeals are considered individually, including matters that do not meet that general balance guideline.

Our services include unfiled return preparation, audit representation, tax settlement, collection defense, administrative appeals, and U.S. Tax Court representation. We also address payroll tax issues and criminal tax investigations. Explore our tax resolution services.

Personal Representation and Candid Advice

I take time to understand your situation and explain the strengths and limitations of your case. If an option is unlikely to work, I will tell you. The goal is to choose a course of action grounded in your records, the law, and your financial circumstances.

I personally handle tax matters for Kennedy Tax Solutions clients. You can expect an explanation of the issues we need to address and the next steps toward resolving them. I also help clients understand how the problem arose so they can work toward staying current with future obligations.