Comprehensive Tax Services

As both a CPA and attorney, I bring a unique perspective to tax services—understanding not just the numbers, but the legal implications and strategies that protect your financial interests and minimize your tax burden.

Whether you need proactive tax planning, accurate return preparation, or help resolving issues with the IRS, I provide personalized attention and expertise to every client engagement.

Tax Planning

Effective tax planning happens throughout the year, not just in April. I help you implement proactive strategies that legally minimize your tax liability while maximizing your financial opportunities.

My dual background as both a CPA and attorney allows me to see the full picture—identifying tax-saving opportunities that others might miss and ensuring every strategy is legally sound.

Year-round tax strategy development
Business entity selection and structuring
Retirement contribution optimization
Investment tax efficiency planning
Estimated tax payment guidance
Major life event tax planning (marriage, home purchase, retirement)
Coordination with estate planning for tax efficiency

The Advantage: Tax planning integrated with my estate planning practice means your financial strategies work together seamlessly.

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Tax Preparation

Accurate, thorough tax return preparation is the foundation of good tax management. I prepare returns for individuals, small businesses, and estates—ensuring every legitimate deduction is claimed and every credit is captured.

Unlike large tax preparation chains, you work directly with me. I take the time to understand your complete financial picture, not just the numbers on a form.

Individual tax returns (Form 1040 and all schedules)
Small business returns (Sole proprietors, partnerships, S-corps)
Estate and trust returns (Form 1041)
Gift tax returns (Form 709)
Amended returns and prior year filings
State tax return preparation
Review of self-prepared returns before filing

What Sets Me Apart: With CPA and legal credentials, I understand the tax code at a deeper level—catching issues and opportunities that general preparers may overlook.

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Tax Resolution

Facing IRS issues can be stressful and overwhelming. Whether you have unfiled returns, owe back taxes, or are under audit, I help you navigate the process and find workable solutions that protect your interests.

My combined CPA and attorney background is particularly valuable in tax resolution—I understand both the accounting details and the legal procedures involved in resolving tax problems.

IRS and state tax audit representation
Unfiled tax return preparation and filing
Payment plan (installment agreement) negotiation
Offer in compromise evaluation and submission
Penalty abatement requests
Innocent spouse relief
Tax lien and levy resolution
Correspondence and notice response

Peace of Mind: You don't have to face the IRS alone. I handle communications and negotiations on your behalf, working toward the best possible resolution.

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How We Work Together

A straightforward process designed to minimize your stress and maximize your results

Initial Consultation

We discuss your tax situation, goals, and concerns. I gather the information needed to understand your complete financial picture.

Analysis & Strategy

I review your documents, identify opportunities and issues, and develop a customized approach for your specific needs.

Implementation

Whether preparing returns, implementing strategies, or resolving issues, I handle the details with precision and care.

Need Estate Planning Too?

Tax planning and estate planning work best together. As both a CPA and estate planning attorney, I offer integrated services that protect your wealth during your lifetime and ensure it passes efficiently to the next generation.

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Tax Services