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Practice Areas

We offer tax, accounting, and consulting services including but not limited to the following areas:

Tax Return Preparation and Filing

Our areas of specialty in tax include the following:




Trusts and Estates

Estate and Gift

Sales and Use

Foreign Business Entity Ownership Reporting

Foreign Ownership of Domestic Entities


Tax Controversy


We can represent you in the following matters:

United States Tax Court matters, such as IRS Notice of Deficiencies, adverse determinations for CDP hearings, innocent spouse requests, and others. 

IRS and state revenue agency examinations, including payroll and sales/use tax audits.


Appeals of tax audits and audit reconsiderations.

Tax collection matters, including submission of Offers in Compromise, installment agreements, and non-collectible status requests.


We offer business advisory services.  

Tax advisory

Management services

General business advice

Retirement and Estate Planning

We provide advice in the following areas:

Retirement savings

Retirement plans

Plan administration

RMD calculations

Plan selection

Estate tax minimization

Business succession planning

Entity Selection

Not all entities are appropriate for all situations. Often times laws in one state prohibit the activity of an entity from another state in that form.

We look at your specific facts and provide advice as to what entity is most appropriate for your business and tax situation.

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