TAX REPRESENTATION MISSION

Diagram of taxes

Whether you need assistance in dealing with a scary notice from the IRS, representation in a tax audit, preparation of Federal or state tax returns or seek basic tax advice, we are dedicated to providing you with comprehensive tax representation.  Unlike many so called tax resolution experts, we never make unconditional promises to prepare a zero liability tax return or to settle your tax debt with the IRS for pennies on the dollar.  Instead, based on years of experience in tax planning, return preparation and negotiating collection and audit with the IRS, our goal is to implement the realistic strategies to achieve the best possible result for our clients.

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ESTATE PLANNING MISSION

ESTATEREPRESENTATIONsmallOur estate planning mission is to design a tailor made plan to meet the specific needs of our clients.  There is no one size fits all estate plan.   We do believe that every individual should determine his or her decision on critical end of life issues before it is too late.  Otherwise, those decisions will be made by others and may be contrary to the individual’s wishes.  For that reason, we recommend that each individual should minimally have a will, durable power of attorney, living will and health care power of attorney.  Depending on special circumstances, it may be prudent to create a trust such as a living trust or life insurance trust.

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