Taxation

Our attorneys’ small business experience, Fortune 500 accounting experience, and admissions to practice before the United States Tax Court make us a qualified choice for tax related services. These admissions and experience position us to provide assistance with tax issues ranging from general income tax return questions to more complex issues associated with business returns, estate taxes, gift taxes, audits, and tax controversies.

Generally, we provide tax services as they relate to other practice areas and are prepared to accompany clients to audits and other tax related hearings with their CPA. We maintain working relationships with CPA’s that specialize in the preparation of these forms and in certain practice areas, especially medical practices.

We handle, or assist your CPA, with the following types of taxation issues, including:

• 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 the formation of a business entity including Partnerships, Professional Associations, Limited Partnerships, Limited Liability Companies, and Corporations; and
• Counseling for executors and surviving spouses with regard to the special tax elections with regard to IRS Form 706 and the final income tax return for a decedent.

Please contact us regarding any questions or issues that you may be facing.