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.
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.
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.
Defend your rights with expert legal advocacy for audits, disputes, and U.S. Tax Court cases.
Minimize liabilities and maximize savings with proactive, strategic tax solutions.
Protect your assets and ensure a seamless wealth transfer for future generations.
“I had no idea where to begin with taxes, and I was a little intimidated. But these guys showed me the right path.”
“Tax Planning and Defense helped save my business from an overwhelming IRS audit. I finally have peace of mind, thanks to them.”
“Jennie is one of the most professional people I’ve ever worked with. Her knowledge pertaining to tax matters is second to none.”
With over 20 years of experience in tax law and IRS advocacy, we provide strategic solutions that go beyond standard tax preparation.
Every client receives tailored tax planning and defense strategies designed to minimize liabilities and maximize financial security.
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.
Our process is simple and efficient. Follow these steps, and our team will respond promptly.
Book a call to discuss your tax concerns and goals.
We assess your situation and craft a tailored tax or legal plan.
Our team handles the process while you gain peace of mind.
