Phillip Todd Zagotti

Phillip Zagotti is a CPA–Attorney focused on tax defense, tax controversy, and tax resolution for individuals, business owners, and fiduciaries facing IRS pressure. He represents clients in audits, appeals, collection actions, payroll tax disputes, and multi‑year compliance problems, bringing a disciplined, evidence‑driven approach to every matter. His work often involves reconstructing financial records, analyzing IRS transcripts, and developing clear, defensible strategies for taxpayers navigating complex or high‑risk situations. With a background in forensic accounting, Phillip has extensive experience untangling incomplete books, identifying irregularities in closely held businesses, and preparing accurate financial narratives for negotiations with the IRS. This dual training allows him to anticipate scrutiny, correct underlying issues, and present credible positions that support favorable outcomes. Phillip also advises clients on the intersection of tax and bankruptcy, including dischargeability, treatment of tax claims, and the strategic use of bankruptcy as part of a broader resolution plan. He works with debtors, trustees, and business owners to evaluate options, protect assets, and ensure compliance with both tax and bankruptcy requirements. In addition, he assists trustees and beneficiaries with trust administration and fiduciary management, particularly when tax exposure, accounting disputes, or operational breakdowns complicate estate and trust administration. His experience helps fiduciaries meet reporting obligations and manage risk with clarity and confidence. Based in Houston, Phillip serves clients nationwide who need a steady, analytical advocate capable of resolving tax controversies and the financial challenges that accompany them.