| IRS Representation |
| During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Most of our clients never meet with the IRS or state tax agencies while we handle their problems. It pays to handle tax problems early as delays can result in tax liens, garnishments, or even criminal charges.
We represent our clients in the following types of tax disputes: - IRS Audits - IRS Collections Actions - Offers in Compromise - Non-filer Status - Tax Shelters - United States Tax Court
We have represented out clients with regard to civil and criminal tax fraud, tax evasion, failure to file tax returns, filing false tax returns, tax liens, tax levies, tax seizures, subordination of tax liens, and many other areas. We have represented our clients at the appeals level and in the United States Tax Court and United States District Court. We will work with your tax preparer if necessary. However, it is usually not enough for your tax preparer to solely represent you before the IRS. They usually have a conflict of interest in trying to defend the return they prepared and they do not know all of the legal consequences of their representation. Further, they do not have full attorney/client privege when they communicate with you and work on your case. Without attorney/client privilege your accountant could become the star witness for the government.
If you have an IRS problem we recommend that you contact our office immediately to get an experienced tax attorney working for you. Contact us today for a consultation. You can submit any questions you may have through our questions box at the top right corner throughout this site. |
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| Estate Planning |
| Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order, and prepare the necessary documents to achieve your goals. These documents will normally include, but not be limited to, a trust, pour-over wills, durable powers of attorney for financial affairs, and health care directives. |
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| Wills and Trusts |
| As part of the estate and tax planning process we are capable to prepare the various documents that are necessary to implement your plan. |
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| Tax Services |
| We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Individuals
- Corporations
- Partnerships
- LLCs/LLPs
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business |
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| Probate |
| When a friend or relative dies it is a trying time. If a Will is involved, or no estate planning was performed, Probate of the estate may be required under the Probate Code. We have probated many estates and can sucessfully guide you through this process. |
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| Tax Planning & Preparation |
| Tax planning and preparation form a winning combination for our successful individual and business clients. We prefer to take a proactive rather than a reactive approach to tax services. We keep current on the tax law, and we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Tax services offered include, but are not limited to:
- Tax Planning and Return Preparation
- Individuals
- Corporations
- Partnerships
- LLC's/LLP's
- Estates, trusts & Gift
- Taxing Authority Representation (See IRS Representation Section)
- Tax Effects of Buying/Selling a Business |
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| Estate & Trust Tax Preparation |
| Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. |
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| Will and Trust Contests |
| Should you find yourself not getting your fair share of an estate, or you believe that the estate is being handled improperly by the executor or trustee, please contact us so that we can assert your rights. |
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| Family Limited Partnerships |
| Most estate and asset protection plans can benefit from the formation of a Family Limited Partnership. Recent and constant changes in this area require expert guidance. Our firm regularly lectures in this area and keeps current with these changes. |
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| Nevada Corporations |
| A Nevada Corporation can be a useful tool for your tax and estate plan if used ethically and properly. We offer complete Nevada corporate services. |
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| Business Entity Formation |
| Once we have assisted you with the choice of entity, we can prepare and file the necessary documents and ensure that the various entities that you choose are coordinated with your overall goals and objectives. |
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| Business Succession Planning |
| Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. |
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| Retirement Planning |
| Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees. |
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| Business Entity Selection |
| Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. |
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