EXPERTISE

Business Taxation &
Financial Statements

Real Estate Taxation

Estate Tax and Trust

Estate Planning, is best as a collaborative art between the estate and trust attorney, the income and estate tax advisor - and you. The fusion of income and estate tax is now of prime importance, along with an orderly transition of your property. 

Tax optimization, problem resolution, 
Amended Returns and appeals conferences

We review all prior years for missed opportunities. If beneficial, we will then file amended returns to capture “missed opportunities”, and establish a more optimal taxpayer profile. We represent clients and non-clients before IRS and state tax agencies for any tax dispute, or problem resolution, at Audit, Appeals, or Tax Court Petition levels. In 8 of 10 cases, the amount IRS or a State is attempting to collect is incorrect. We will help you with this.