The Firm’s small business experience, accounting background, and admissions to practice before the United States Tax Court position it to assist with tax issues connected to broader legal matters, including estates, businesses, real estate, audits, and tax controversies.
Generally, the Firm provides tax services as they relate to other practice areas and is prepared to accompany clients to audits and other tax-related hearings with their CPA. The Firm also maintains working relationships with CPAs who specialize in particular forms and practice areas.
- IRS Form 706, United States Estate and Generation-Skipping Transfer Tax Return
- Income tax returns for individuals, entities, estates, and trusts
- IRS and state filings associated with formation of business entities
- Tax counseling for executors and surviving spouses
- Special tax elections connected with estate administration and final income tax returns
- Tax issues connected with real estate transactions and business planning