Greg McCauley, Attorney Member Spotlight:
Tax and business attorney Greg McCauley Jr. has represented more than 1,000 clients before the IRS since taking on tax representation in 2015, but he’ll tell you it’s not about the numbers. “I haven’t tabulated howmuch we’ve settled out with the IRS, and it’s a lot,”he says. “But my favorite case is when you can really change somebody’s life.” Greg’s path to practicing law began early. “I always had an inkling that I wanted to be an attorney,”he says. “Several members of my family are attorneys —my dad, one aunt, three uncles, my grandfather, and a great uncle who’s a federal District Court Judge. So, I guess the law was ingrained in me from a young age.” Greg graduated from college with a double major in finance and risk management/insurance. He continued his education and earned his J.D. preparing to begin a career in corporate/shareholder litigation — or so he thought. “I was a summer associate at a corporate litigation firm in Wilmington, Delaware,” Greg explains. “I met recent graduates who were practicing corporate litigation and found that all these young attorneys were forced to sit in a back room, research and write, and bill and bill and bill. Most of them were working seven days a week, 10 to 12 hours a day, to meet billing requirements and had no actual exposure to clients or the courtroom.” Greg didn’t like that view of his future. “I made the decision that I’d much prefer to deal directly with clients,” he recalls. “I had a lot of exposure to my father’s practice, who solely represented taxpayers. He was looking to expand his practice about the
time I was to graduate, so I made the decision to join him.”
Everything came together when Greg and his father attended a conference where Michael spoke about running a tax resolution business. “Listening to Michael and learning from him, one of the things I’ve really focused on is learning how to run the business aspect and acquire clients,”Greg explains. Greg credits his father, who has been doing IRS representation for over 30 years, as being a great mentor. Part of his father’s advice has been to do your own research. “If I had a question, my dad was there with the answer, but he did not want to spoon-feed me everything. My first case on my first day was a complex revenue officer case. So, he really threwme into the fire right off the bat,”Greg says. “What he really wanted me to focus on is what Michael teaches —how to run the back end of the business and learn to pitch clients.” Greg recalls that learning to acquire clients was the most difficult aspect of tax resolution for him. Now, he fields the majority of the firm’s new client inquiries and has the highest closing rate in his office. The McCauley’s tax resolution practice has grown significantly since Greg joined the firm, which was his goal from the beginning. “I aspired to come in and help my dad not only run his practice but also grow it.”The firm has not only grown its resolution practice, but it now also represents several clients per year in criminal tax cases and is keen on continuing to grow that aspect of the business.
Greg and his family enjoying the lights!
company was assessed a trust fund recovery penalty of $1.25 million,” he says. “One of the first things he told me was that it had really destroyed his life. He had attempted suicide twice before reaching out to us. We were able to settle his case with the IRS through an offer in compromise. I quite literally get thank-you letters from him every couple months. To change that guy’s life, that was big for us.” Not only does Greg like running a tax resolution practice, but he also likes the freedom he has to spend time with his family. “I married my wife, Samantha, in 2015, and we have a daughter, Remington, who’s almost 2 years old. She kind of runs our life,” he chuckles. “We’ve got two dogs. I enjoy skiing. I try and take one or two ski trips a year, particularly up to Maine or Vermont. We also enjoy spending our summers down at the beach in the Jersey shores and take some winter vacation trips to Naples, Florida.”
Some 1,000 cases later, Greg shares one case that stands out. “A CFO of a
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