Matthew L. Roberts

Board Certified in Tax Law by the Texas Board of Legal Specialization, Matthew L. Roberts is a tax litigator and trusted advisor with significant experience in counseling both domestic and international clients in civil and criminal tax liability matters. He routinely handles IRS and government examinations and investigations, administrative appeals, collection, and litigation proceedings. Mr. Roberts also advises clients on complex tax planning matters including issues related to the taxation of settlements and judgments, theft losses, and other tax losses.

Mr. Roberts has served as counsel of record in over one hundred United States Tax Court cases, representing clients in controversies ranging from $100,000 to $100 million. He routinely represents high-net-worth individuals, entrepreneurs, non-profits, fiduciaries of trusts and estates, partnerships, and corporations in varied industries including oil and gas, financial services, and real estate.

Clients routinely rely on Mr. Roberts for guidance on best practices to prevent or mitigate financial and criminal repercussions of government tax inquiries. He manages tax compliance and reporting matters—such as voluntary disclosures to address unfiled or incorrect returns—and advises on international tax reporting and penalties (e.g. IRS Forms 3520, 5471, and FBAR). Mr. Roberts also advises taxpayers on complex tax reporting positions.

Prior to entering private practice, Mr. Roberts served three years in the United States government as an attorney-advisor to the Chief Judge of the United States Tax Court in Washington, D.C. He also taught Corporate Income Taxation at Southern Methodist University Dedman School of Law as an adjunct professor.

Mr. Roberts is frequently sought after as a speaker and author on a wide range of tax topics. He previously contributed tax articles on Forbes and is the current author of Bloomberg’s BNA Portfolio 527-4 T.M., Loss Deductions, a well-recognized treatise on federal tax losses. In addition to being quoted in various tax publications, Mr. Roberts has published articles in national and regional publications including the Journal of Practice and Procedure, Tax Notes, The Tax Adviser, Wolters Kluwer, Law360, and Today’s CPA. He has also been recognized in various private rating services such as Best Lawyers in America® and Texas Super Lawyers® in federal taxation.

Mr. Roberts was licensed to practice law in the State of Mississippi in 2011 and the State of Texas in 2015.