Attorney-led tax preparation for individuals, small businesses, and real estate professionals.

Tax preparation isn’t just about entering numbers into a form; it’s about making sure every line is accurate, every deduction is supported, and every decision reduces your risk. As an experienced tax attorney, I offer personalized, detail-oriented tax preparation services designed to protect your financial well-being and keep you compliant with state and federal law.

Why Work with a Tax Attorney?

Most tax preparers can’t offer legal advice, represent you in an audit, or in court. But I can.

With decades of experience in tax law, real estate, and IRS representation, I go beyond basic filing to provide strategic guidance, full legal compliance, and peace of mind. Whether you’re filing as an individual, managing a small business, or navigating the tax implications of real estate investments, I bring the legal insight you won’t get from a commercial tax prep service.

My Tax Preparation Services Include:

  • Individual Tax Preparation
    Precise, personalized filing with a focus on minimizing tax liability and avoiding red flags.
  • Small Business Returns
    Preparation for sole proprietors, LLCs, and other small businesses, with attention to deductions, structuring, and compliance.
  • Real Estate Professionals & Investors
    Specialized support for agents, brokers, and landlords, including deductions, depreciation, and income reporting strategies
  • Audit Risk Review & Consultation
    A one-on-one legal consultation to assess your audit exposure and proactively strengthen your return.
  • IRS Representation If Needed
    If issues arise, I’m qualified to represent you before the IRS, the Office of Appeals, and U.S. Tax Court. No need to find someone new.
  • Year-Round Legal Tax Advice
    Guidance that extends beyond tax season, I help you plan smartly for the year ahead.

Audit Risk Consultation: A Proactive Approach

If you’re concerned about being audited, or want to avoid future problems, I offer audit risk consultations as part of my preparation process

During this confidential session, I’ll:

  • Review your return for audit triggers
  • Trustees distributing assets from living or testamentary trusts
  • Families facing probate after a death
  • Heirs and beneficiaries with legal or logistical questions
  • Estates with real estate, business, or investment assets

Taking these steps before you file can protect you from stress, penalties, and unexpected legal complications.

Who I Serve

  • Professionals and individuals with complex or evolving financial lives
  • Small business owners, freelancers, and independent contractors
  • Real estate agents, brokers, investors, and landlords
  • High-income earners seeking personalized, legally sound preparation
  • Anyone who wants more than a one-size-fits-all tax solution

Let’s Get Started

Whether you’re filing a straightforward return or navigating a complicated tax situation, I’m here to help you do it right, with clarity, legal insight, and an eye toward the future.

Schedule your consultation now (BUTTON)