Tax law is difficult to navigate. December 2017 brought in new complexities and the biggest overhaul in the tax law in 30 years. Let me passionately advocate for you, it will make all the difference in the world.
Starting a business?
Let me help you choose the best business structure and teach you how to understand how the IRS defines you as a taxpayer to pay your right share of tax responsibility.
Have you received a letter from the IRS?
Call me immediately so that we can respond quickly and appropriately.
ALERT: Have you received a call from the IRS?
The IRS does not call taxpayers. They are required by law to send you a notice via the USPS. So, if you receive a phone call, it is most likely a scam.
Are an individual and want to make sure you are maximizing your tax benefits?
Or maybe you’re having some issue with the IRS? No worries, I can help you.
My services cover everything from tax preparation to planning, resolution and more.
Tax Planning
I use my knowledge of tax law and my understanding of my clients’ goals, so we can work together to create a plan that ensures you are neither paying too much nor too little in taxes.
Tax Preparation
- Individual 1040 S-Corporations
- Partnerships
- LLCs
- Payroll and Business Information Returns, including 1099s & W-2s
Tax Resolution
I am licensed to practice before the US Tax Court.
- Offer in Compromise
- Penalty Abatement
- Liens
- Levies
- Payment Plans
- Tax Court Petitions
- Appeals
- IRS Audit Support
Business Transactions
This comes into play as we structure a plan to maximize transactions and tax benefits.
- Business Formations
- Contracts
- Shareholder Agreements
- Operating Agreements
If you need any of these services, let’s talk. I am here to help you and your business navigate the tax landscape successfully.
Legal Consultation
Would you like to speak with one of our financial advisers? Just submit your contact details and we’ll be in touch shortly. You can also email us and we’ll answer you ASAP.
Contact Us
Office: 919.578.1661
Cell: 919.706.3453
Fax: 866.591.8631