Tax Services
Tax Consultation Services
Strategic tax guidance from a Board Certified Tax Attorney and former IRS Appeals Officer get expert answers before you make critical financial decisions.
Get Expert Guidance When You Need It
Some tax questions require more than generic advice they need strategic analysis from someone who understands both the technical law and IRS enforcement reality. As a Florida Bar Board Certified Tax Attorney, CPA, and former IRS Appeals Officer with 15+ years inside the IRS, I provide consultations that give you clarity, confidence, and actionable direction.
Whether you’re evaluating a business transaction, responding to an IRS notice, or planning a major financial decision, a consultation ensures you understand the tax implications and options before moving forward.
Common Consultation Topics
Business Decisions
- Entity structure & formation
- Buy-sell agreement review
- Business acquisition tax impact
- Partner buyout strategies
- Business succession planning
IRS Notices & Letters
- Understanding CP2000 notices
- Audit notification response strategy
- 30-Day & 90-Day letter options
- Collection Due Process rights
- Penalty abatement opportunities
Estate & Gift Planning
- Estate tax exposure analysis
- Lifetime gifting strategies
- Trust structure recommendations
- Charitable giving techniques
- Generation-skipping planning
Real Estate Transactions
- 1031 exchange eligibility & timing
- Primary residence exclusion rules
- Rental property taxation
- Real estate professional status
- Opportunity zone investments
Consultation Formats
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One-Time Consultation
Comprehensive analysis of your overall tax position with written recommendations and actionable strategies
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Ongoing Advisory
Retained counsel for businesses and individuals who need regular access to strategic tax guidance
What to Expect in a Consultation
Clear, actionable guidance tailored to your situation
1
Issue Identification
Clarify the specific question or decision requiring tax analysis
2
Legal Analysis
Review relevant tax code, regulations, and IRS guidance
3
Options & Strategies
Present alternatives with pros, cons, and tax implications
4
Actionable Guidance
Clear recommendations with next steps and documentation
Need Expert Tax Guidance?
Schedule a consultation to get strategic tax advice before making critical decisions.