Individual Services

Tax Preparation and Planning:

  • Individual Personal Tax
  • Families with complicated tax challenges
  • Real Estate Taxation and Planning: Purchase analysis, Financing, 1031 Exchanges, and Foreclosures
  • International Tax: Expatriates, Foreign Accounts, Penalty avoidance
  • Estate, Gift & Trust Tax Planning and Return Preparation

Tax Controversies:

  • Strategic Federal, State & Local Tax Representation
  • Collections Strategies: Liens, Levies, Seizures, Payments, Offers in Compromise
  • Personal Financial Planning:
  • Planning for Business and Real Estate
  • Retirement Planning from a Tax Perspective
  • Risk Management
  • Estate Planning and Charitable Planning