Nationwide Tax Representation for Individuals & Businesses

I offer focused, personalized legal services in four key areas. Whether you’re planning for the future, managing a loved one’s estate, facing tax issues, or preparing your return, I bring decades of experience, clear communication, and thoughtful guidance to each matter.

Estate Planning

Estate planning isn’t just about documents, it’s about protecting your family, your assets, and your peace of mind. I help individuals and families create wills, trusts, and planning strategies tailored to their needs, goals, and values. With changing tax laws on the horizon, thoughtful estate planning is more important than ever.

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Estate Administration

Settling a loved one’s estate can be emotionally and legally complex. I guide executors, trustees, and beneficiaries through probate and trust administration with compassion, clarity, and attention to detail. From filing court documents to managing property and resolving debts, I’m here to make the process more manageable.

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Tax Disputes & Resolution

If you’re dealing with an IRS or state tax notice, audit, appeal, or debt issue, I provide experienced, strategic legal representation. I combine litigation and tax expertise to advocate for you.

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Tax Preparation

I offer attorney-led tax preparation for individuals and small businesses. My services go beyond basic filing, I help you navigate deductions, minimize liability, and avoid common audit triggers. For added peace of mind, I also offer audit risk consultations to assess and address potential red flags before they become problems.

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Latest Posts

• Real Estate Professionals | Audits & Consultations
  Facing an IRS audit as a Real Estate Professional can be daunting. I guide real estate professionals through IRS audits to minimize potential liabilities. I understand that real estate is a challenging business. My representation of Real Estate Pros is backed by years of experience as a commercial real estate mortgage underwriter, and outside counsel to commercial real estate lenders.… Read more: Real Estate Professionals | Audits & Consultations
• Tax Debt after Marriage | Injured Spouse Relief
  Injured Spouse Relief may protect a spouse filing jointly from liability for tax debt the other spouse incurred prior to marriage. When a joint tax return is filed, and one spouse has outstanding tax liabilities incurred prior to the marriage, the IRS may seize the couple’s entire refund to satisfy those debts, even if the other spouse is not responsible… Read more: Tax Debt after Marriage | Injured Spouse Relief
• Tax Debt After Divorce | Innocent Spouse Relief
  Relief for tax debt after divorce may be available under Section 6015 of the Internal Revenue Code (“IRC”). Known as “Innocent Spouse Relief,” Section 6015 offers protection to individuals who can demonstrate their “innocence” in the event of erroneous or fraudulent tax return. The statute provides eligible taxpayers with a pathway for severing joint liability for unpaid taxes attributable to… Read more: Tax Debt After Divorce | Innocent Spouse Relief
• Inability to Pay Tax Debt | Offers in Compromise
  The Internal Revenue Service has the authority to consider and accept an Offer in Compromise (“OIC”) as a means of resolving a taxpayer’s outstanding tax liabilities. This power is derived from the provisions outlined in Section 7122 of the Internal Revenue Code. Section 7122 grants the IRS the discretion to enter into an OIC, which is a settlement agreement between… Read more: Inability to Pay Tax Debt | Offers in Compromise
• IRS Collections | Levies and garnishments
  The Internal Revenue Service (IRS) has the power to enforce tax collection by seizing assets and garnishing wages. These actions, known as levies and garnishments, are authorized under Section 6331 of the Internal Revenue Code (“IRC”). A “levy” allows the IRS to take possession of a taxpayer’s property, including bank accounts, real estate, vehicles, and other assets, in order to… Read more: IRS Collections | Levies and garnishments