Tax Litigation – Representing Taxpayers

We advise and provide legal counsel to taxpayers of all kinds, individuals, businesses and other legal entities in tax matters, civil, criminal, or both, before federal courts, state courts and state and federal administrative agencies. We help taxpayers who are threatened, challenged, improperly compromised or abused by tax agents, police authorities, and other third parties. Whether the challenge is singular or complex, whether we serve as planning and advisory counsel or actively prosecute or defend tax claims and accusations we devote ourselves to your success.

Tax Litigation – Representing Advisors, Tax and Financial Professionals

We advise and represent professional return preparers, financial advisers, legal advisors and promoters before the same federal and state courts and agencies, in criminal, civil and licensing matters. We also help plan and appropriately manage potential risks and issues by creating and structuring systems and methods that demonstrate due diligence, sufficiency and conformity. Our clients include C.P.A.s, attorneys, C.F.P.s, RIAs, insurance and financial advisors, PhD.s, M.D.s, D.O.s, O.D.s, and a host of other professional individuals and businesses from the full spectrum of American industry and commerce. It’s because we succeed where others don’t.

Tax Planning & Sales/Purchases of Business & Practices

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Buying or Selling a Business or Practice

If you want to sell, or want to buy, call us.

To say this is one of the most important decisions in your life is an dangerous understatement. These transactions are complex. Each are unique and could prove to be fantastically profitable or tainted by unacceptable risks – risks that may not be visible to you.

We can provide support to you at every step of the way. This includes:
Valuing the business or practice, vetting the other party and the offers made, assisting in obtaining and structuring financing, structuring the deal to optimize your tax benefits (this is critical) – not the other party’s and working through other due diligence matters so you know exactly what’s actually involved and you get what you want.

Our team includes; attorneys, C.P.A.s, investment advisors, medical doctor, and even a certified forensic accountant. Our people get to the truth. Turn to us, trust us, rely on us. We are your fiduciaries.

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Financial Analysis for Existing or Potential Businesses or Practices

Accurate and insightful financial analysis presents new opportunities for profit and higher efficiencies – especially for ongoing concerns. Financial analysis provides the information that identifies, supports, and better shape your business activities. Forward looking analysis can show how situations may evolve under a multiple number of different scenarios, and compare different possible tax consequences and benefits as well as the present day value of money. Make better decisions. We are ready to provide this analysis to support the continued prosperity of your existing business or as you evaluating the potential of a business you may want to buy.

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Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee and your current or prior accountants, preparers and C.P.A.S time spent on the process and without disrupting operations. We will build and support your position. We will appeal and litigate when necessary.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem, contract negotiation, opportunity, restructuring or re-negotiation. We stand ready to help you make the right decisions. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on your goals, the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Call today to schedule an appointment!