About Us

We’re Your Shield Against the IRS

Jennie V. Smith-Howard,

Founder

Expert tax solutions and legal advocacy to protect your wealth and resolve IRS disputes.

Tax Planning and Defense specializes in strategic tax planning, IRS representation, and estate protection for career professionals and business owners. With over 20 years of legal and tax expertise, we help clients navigate complex tax laws, minimize liabilities, and safeguard their financial future.

Why Choose Us

Smart Tax Strategies,
Strong Legal Defense.

Tax Planning and Defense combines legal expertise with strategic tax planning to help clients protect their earnings and secure their financial future. Whether resolving IRS disputes, optimizing tax structures, or planning estates, we deliver results-driven solutions tailored to your needs.

Our Services

Tax Solutions That Protect and
Empower You

Navigating tax laws shouldn’t be a headache. With over 20 years of experience in tax law and IRS representation, we provide strategic solutions that protect your income, resolve disputes, and ensure compliance.

IRS Representation

Defend your rights with expert legal advocacy for audits, disputes, and U.S. Tax Court cases.

Tax Advisory & Planning

Minimize liabilities and maximize savings with proactive, strategic tax solutions.

Estate Planning

Protect your assets and ensure a seamless wealth transfer for future generations.

Testimonials

Helping Clients Secure Their Financial Future

Expert Legal & Tax Representation

With over 20 years of experience in tax law and IRS advocacy, we provide strategic solutions that go beyond standard tax preparation.

Personalized, Results-Driven Strategies

Every client receives tailored tax planning and defense strategies designed to minimize liabilities and maximize financial security.

Nationwide Service & IRS Advocacy

We represent clients across the U.S., handling audits, disputes, and tax court cases with a proven track record of success.

FAQs

Frequently Asked Questions

What types of clients do you work with?

We specialize in helping career professionals, business owners, and high-net-worth individuals with tax planning, IRS representation, and estate planning.

Yes! We handle audits, tax court cases, installment agreements, and Offer-in-Compromise negotiations to help resolve IRS disputes effectively.

Absolutely. We provide nationwide tax planning and IRS representation, assisting clients across all 50 states.

How Can We Help?

Send Us a Message

How to Hire Us

We’ve Made It Really Simple

Our process is simple and efficient. Follow these steps, and our team will respond promptly.

Schedule a Consultation

Book a call to discuss your tax concerns and goals.

Develop a Strategy

We assess your situation and craft a tailored tax or legal plan.

Take Action

Our team handles the process while you gain peace of mind.