When the IRS calls, our clients call us for experienced, discreet representation. We advise high-net-worth individuals, fiduciaries, and business owners in IRS and state audits, appeals, and tax disputes—especially those involving estate, gift, and fiduciary income taxes. We also advise on voluntary disclosures at federal, state, and local levels.
Our team handles complex matters involving closely held businesses, real estate, and international assets, as well as multijurisdictional estates and pre-immigration tax planning. We also represent clients in voluntary disclosures and examinations related to nonprofit compliance.
Whether a matter requires proactive tax planning or a strategic defense in a high-stakes audit, we focus on achieving practical, client-centered outcomes that preserve both wealth and legacy.