Practice

Proactive Strategy

Core Focus

Advanced Tax Planning

We specialize in high-level tax planning for real estate investors, business owners, and high-earning professionals — proactive, fully compliant strategies put in place before your tax liability is locked in.

  • Cost Segregation & Bonus Depreciation

    Accelerating depreciation on real property to significantly reduce current-year tax liability.

  • 1031 Exchange & Real Estate Strategy

    Deferring capital gains and structuring your real estate portfolio for long-term tax efficiency.

  • Entity Structuring (S-Corp) & Retirement Planning

    Designing tax-efficient business structures and retirement and pension strategies, informed by MBA-level financial insight.

  • Prior 3-Year Refund Review

    Identifying missed opportunities in past returns to recover overpaid taxes through amended returns and tentative refunds.

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Modern residential real estate
Handshake after a successful negotiation

Crisis Management

Tax Resolution & IRS Defense

Front-line negotiation and defense before the IRS and state tax agencies — from the first notice to final resolution. We accurately diagnose audits, balances due, and levies, and lead you to the most favorable outcome.

  • Levy & Wage Garnishment Release

    Swift action to release bank levies and wage garnishments.

  • Penalty Abatement

    Pursuing First-Time Abatement and reasonable-cause relief.

  • Offer in Compromise & Installment Agreements

    Negotiating OIC settlements and affordable payment plans.

  • Direct Revenue Officer (RO) Engagement & Appeals

    Negotiating directly with Revenue Officers and pursuing appeals when warranted.

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Solid Foundation

Foundational Tax & Accounting

Every planning strategy and every defense starts with accurate returns and clean books. We keep your foundation solid so your business stays audit-ready year-round.

  • Multi-State Individual & Corporate Returns

    Error-free returns that comply with the tax rules of nearly every U.S. state.

  • Bookkeeping & Financial Statements

    Systematic, audit-ready books and financial records.

  • Payroll

    Accurate, on-time payroll processing and payroll tax filings.

  • Non-Profit Tax

    Filing and compliance support for non-profit organizations.

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Tax forms and calculator