About Us
About Us – Tax Planning and Defense
Who we are?
At Tax Planning and Defense, we are a team of tax and legal professionals dedicated to helping individuals and businesses navigate the complexities of tax law, financial strategy, and legal compliance. Whether you need assistance with IRS disputes, tax planning, estate planning, or business formation, we provide expert guidance tailored to your specific needs.
About
Jennie V. Smith-Howard
Jennie V. Smith-Howard leads Tax Planning and Defense with over 20 years of experience in tax law and legal strategy. She has successfully resolved a wide range of tax matters, from simple disputes such as penalty abatements and installment agreements to complex IRS audits, tax court litigation, and offers in compromise.
In addition to her work in tax resolution, Jennie has extensive experience in estate planning, helping individuals and families secure their financial legacies through wills, trusts, and asset protection strategies. She also assists entrepreneurs and business owners with entity selection, business formation, and compliance, ensuring their businesses are structured for success while minimizing tax liabilities.
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.
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.
Our Team
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Black, Marvin
Account Director
Nguyen, Shane
Chief Executive Officer
Miles, Esther
Commercial Director
Flores, Juanita
Client Services Director
Navigating tax matters alone can be daunting. Fortunately, you don’t have to face it alone—we’re here to provide help every step of the way. We’re dedicated to helping professionals take control of their financial future.