Taxation

Taxation

Proactive planning is the key to successfully and legally managing tax liabilities.  We use our extensive knowledge of the tax laws and practical experience working with tax authorities to help clients navigate proper reporting to the federal and state tax authorities.  Our depth of tax knowledge helps our clients to minimize tax on current tax returns and employ strategic tax planning for future tax years.

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Tax Controversy Services

Assist individuals and their businesses who are facing disputes or controversies with federal, state, and local tax authorities.  This includes:

1. 1. Legal Representation and advocating on behalf of the client during examinations, audits, investigations, or inquiries with tax rules and regulations.
   2. Negotiating settlements and resolutions with tax authorities which includes Offers-In-Compromise, Installment Agreements, and Settlement Agreements.
   3. Assisting with the appeal process if the client is not satisfied with the tax authority’s decision on a tax matter.
   4. Tax expert witness support services which include providing expert testimony, case analysis, preparation of tax reports, and tax expert opinions.
   5. Compliance review of client’s tax filing and financial records to ensure compliance with tax rules and regulations for minimization of potential audit and examinations.

Clientele

Our clients include individuals, families, and business entities.