Austin C. Carlson, CPA

My background in accounting and business law helps me break down the most complex tax concepts into plain language that clients can relate to and easily apply to their businesses. I also have the experience and resources necessary to handle a broad range of international tax matters for clients doing business abroad.  

As a business lawyer and CPA, Austin Carlson brings unique skills and perspectives to every area of his practice, including corporate transactions, tax planning and controversy, and trust and estate planning. He helps domestic and international companies, small businesses and individuals structure corporations, LLCs, partnerships and nonprofit entities, achieve their planning goals and successfully resolve tax controversies with the IRS and state taxing authorities. Austin also has substantial experience with the Offshore Voluntary Disclosure Program, including the Streamlined Filing Compliance Procedures and assisting clients with all types of foreign account disclosure issues.

Many clients also rely on Austin as their outside general counsel. He advises small to mid-size companies on the entire range of problems and opportunities that impact their businesses, everything from day-to-day transactions and governance matters to dispute resolution, intellectual property protection and strategic planning. When issues go beyond his skill set, Austin connects his clients to other lawyers in the firm or outside professionals who can handle every detail and achieve the best result possible.

Austin has served as chair of the State Bar of Texas International Tax Committee since 2013, and as a board member of both the Texas Society of CPAs and the Houston CPA Society since 2015. He is also a regular speaker on tax issues at events sponsored by organizations across the state, including the Houston CPA Society, the Texas Society of CPAs, the State Bar of Texas, Keller Williams Realty, the Texas Medical Center Accelerator (TMCx), Rice University Jones School of Business and the University of Houston Law Center.

Representative Experience

International Tax Planning and Controversy

  • Offshore Voluntary Disclosure Program Submissions including Streamlined Procedures Submissions
  • International Reorganizations to Optimize Tax Structure
  • Tax Treaty Residency Analysis for Dual Citizens, Resident Aliens, and Non-Resident Aliens
  • Tax Treaty Permanent Establishment Analysis
  • Transfer Pricing

Domestic Tax Planning and Controversy

  • Federal, State, Income and Employment Tax Planning for Businesses and their Owners
  • Internal Revenue Service Audits
  • Voluntary Disclosures
  • Texas Sales Tax Audits
  • Penalty Abatement Requests

Corporate Formation and Transactional Work

  • Formation of Corporations, LLCs, Partnerships, and Non-Profit Entities
  • Limited Liability Company Agreements
  • 1031 Exchanges
  • IRS Non-Profit Exemption Applications

Trust and Estate Planning and Probate

  • Drafting Wills and Ancillary Documents
  • Drafting Trusts for Estate Planning and Tax Planning
  • Probate of Wills with Independent Administration and Muniments of Title

Employee Retirement Income Security Act (“ERISA”)

  • Plan Audits and Corrections through the Employee Plans Compliance Resolution System
  • 409A Compliance and Agreement Drafting
Thought Leadership / News
September 17, 2021 
 Speeches and Presentations
Recent M&A Legislative and Caselaw Developments

Continuing Legal Education

June 17, 2021 
 Speeches and Presentations
Transactional Tax Magic

Texas Society of CPAs - Austin

  • Selected by his peers for inclusion in Woodward/White, Inc.'s The Best Lawyers in America "Ones to Watch" in the field of Tax Law (2021 - 2022)
  • Named a Rising Star by Texas Super Lawyers (a Thomson Reuters company) as published in Texas Monthly and Texas Super Lawyers magazines (2019 - 2021)
  • Named a Houstonia Magazine Top Lawyer in Houston (2018, 2020 - 2021)
  • Tax Section Leadership Academy Graduate (2016 - 2017) 
  • Recognized as a "Rising Star" by the Texas Society of CPAs (2015)
  • Houston CPA Society
    • Young CPA of the Year (2017)
    • Outstanding Speaker Award Recipient (2017)
    • Outstanding Committee Co-Chair of the Year (2014 - 2015)
    • Outstanding Committee Member of the Year (2013 - 2014)
Organizational Involvement
  • Texas Society of CPAs (2012 - present)
    • Board of Directors (June 2015 - present)
    • Federal Tax Policy Committee (2015 - present)
      • International Tax Subcommittee (2015 - present)
    • Relations with the IRS Committee (2013 - present)
  • Houston CPA Society
    • Board of Directors (June 2015 - present)
    • Membership Committee (2012 - present)
      • Vice Chair (2013 - 2014)
      • Chair (2014 - 2015)
  • State Bar of Texas
    • Tax Section (2012 - present)
    • International Tax Committee (2012 - present)
      • Vice Chair (2013)
      • Chair (2013 - present)
    • Tax Section Leadership Academy (2016 - 2017)
  • American Institute of CPAs
    • International Tax Technical Resource Panel (2017 - present)
  • Houston International Tax Forum (2012 - present)
  • Houston Young Lawyers Association (2012 - present)
    • Scouting Committee (2012 - present)
  • J.D., with honors, The University of Texas School of Law (2012)
  • M.S., Accounting (emphasis in Taxation), Texas A&M University (2009)
  • B.B.A., magna cum laude, Accounting, Texas A&M University (2009)
Bar Admission
  • Texas (2012)
Court Admission
  • United States Tax Court (2015)