Smart Tax Moves Starts Here !

With decades of legal and tax expertise, our team provides proactive strategies and strong representation when you need it most.

IRS Dispute Resolution & Advocacy

20 Years of ax & Legal Experience

Proactive Tax and Estate Planning

Nationwide Client Representation

About Us

We’re Your Shield Against the IRS

Led by Jennie V. Smith-Howard, Tax Planning & Defense provides experienced legal guidance in tax planning, IRS representation, and asset protection.

With more than 20 years of experience in tax law and IRS advocacy, Jennie works closely with professionals, entrepreneurs, and high-net-worth individuals to create customized strategies that protect their financial future.

Tax laws can be complex and overwhelming. Our mission is to simplify those complexities while helping our clients minimize liabilities, resolve disputes, and maintain long-term financial security.

We’re Your Shield Against the IRS

Proactive Tax and Estate Planning

IRS Dispute Resolution & Advocacy

Nationwide Client Representation

Our Services

Tax Solutions That Protect and Empower You

At Tax Planning & Defense, we provide specialized services designed to help clients navigate complex tax issues and build a stronger financial future.

IRS Representation

If you're facing an IRS audit, dispute, or tax controversy, we provide experienced legal advocacy to defend your rights and resolve your case efficiently.

Tax Planning

Proactive tax planning strategies designed to reduce liabilities, protect wealth, and support long-term financial success.

Estate Planning

Comprehensive estate planning solutions to protect your assets, ensure smooth wealth transfer, and secure your family’s financial future.

Why Choose Us

Expert Legal & Tax Representation

Over two decades of experience handling complex tax matters, IRS disputes, and strategic tax planning.

Personalized, Results-Driven Strategies

Every client receives customized tax planning and legal strategies tailored to their unique financial goals.

Nationwide Service & IRS Advocacy

We represent clients across the United States, providing trusted legal representation and strategic solutions.

Common Questions Answered

Find Answers to Frequently Asked Questions

Do not ignore it. IRS notices often have strict deadlines. Many issues can be resolved quickly if addressed early. A tax professional can review the notice, explain the issue, and communicate with the IRS on your behalf.

Yes. If tax liabilities remain unresolved, the IRS can take collection actions such as:

  •  Wage garnishments
  •  Bank levies
  •  Property liens
  •  Seizure of assets in serious cases

However, many taxpayers qualify for installment agreements, penalty abatements, or other resolution options that can prevent these actions.

Possible solutions may include:

  • Installment agreements
  • Penalty abatement
  • Currently Not Collectible status
  • Offer in Compromise (in limited circumstances)

The best option depends on the taxpayer’s financial situation and the amount owed.

Generally, the IRS has three years from the date a return is filed to conduct an audit. However, the period may extend to six years if substantial income is omitted, and there is no statute of limitations in cases of fraud or failure to file.

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Schedule a Consultation

Book a call to discuss your tax concerns, financial goals, and current situation.

Develop a Strategy

We evaluate your case and create a customized legal and tax strategy designed to protect your assets and minimize liabilities.

Take Action

Our team handles the legal and tax processes while you focus on your personal and professional priorities.

We’ve Made It Really Simple

Our streamlined process ensures that you receive clear guidance and efficient support from the very beginning.

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Clients Love Us

Hear What Our Satisfied Clients Have to Say

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Mr. John Doe Clients

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Mr. John Doe Clients

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Meet Our Expert Accountants

Our Dedicated Team of Accountants is Here

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Jane Doe

Accountants

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Jane Doe

Accountants

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Jane Doe

Accountants

Send Us a Message

Have questions about tax planning, IRS disputes, or protecting your assets? Our team is here to help.

Fill out the form and a member of our team will contact you shortly to discuss your situation and next steps.

Schedule a Free Consultation and Uncover Benefits

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Bookkeeping Made Easy

Take Control of Your Financial For Easy

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Effortless Financial Management

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