Tax Planning

Our experienced professionals, including former IRS agents/instructors and being admitted to practice before the United States Tax Court, have extensive tax expertise. We put our knowledge of the tax code to work for you to minimize your tax liabilities.

We can help you with:

  • Estate and gift tax planning and preparation.
  • IRS exams, from the agent level, through appeals, all the way to U.S. Tax Court, if necessary. The vast majority of audits are settled at the agent level.
  • Offers in Compromise.
  • Pension and profit sharing plans.
  • Tax Planning.
  • Tax Preparation for:
    • Corporations.
    • Entity Selection.
    • Estates and trusts.
    • Individuals.
    • Non-profits.
    • Partnerships.