Taxation

I work with clients to achieve specific tax planning goals and to resolve IRS tax controversy matters.  Tax planning involves evaluating your tax situation and developing a plan to minimize taxes and to structure proper legal documents.  Tax controversy matters might involve addressing specific tax disputes with the IRS or trying to resolve foreign account reporting deficiencies.

 
IRS Tax Controversy. Receiving a letter in the mail from the IRS can be frightening. I work with clients to educate them on the IRS process and how to resolve IRS disputes. Timing is important once you receive a letter from the IRS and other taxing authorities. Most letters have a specific time-frame that you must respond. In most cases, a failure to respond might result in you losing certain statutory rights.

I assist clients in resolving tax appeals and disputes with the IRS and state taxing authorities.  I have experience representing clients and businesses against the IRS.  I am admitted to practice before the United States Tax Court.

 
Tax Planning.  Your unique tax situation requires unique tax planning.  I work with clients to understand how various tax entities might work to best facilitate the scope of business activities and your goals. Estates have their own unique taxation issues.  Even simple estates can face unique income tax issues that require careful planning.

I work with each taxation client to understand their tax situation and to make sure they are equipped to understand how to efficiently manage their wealth and financial resources.