We deliver expert guidance with a small-firm, high-impact approach—
ensuring every client receives the dedicated attention they deserve.
Your Advocate and Major Line of Defense Against the IRS and Other Taxing Authorities
Tax Planning and Defense will be your strong advocate again the IRS and state taxing authorities. If you don’t want to talk to the IRS, call Tax Planning and Defense – we will do it for you! You will receive sound legal advice from an experienced attorney along with a plan of attack to resolve your tax problems. It is our goal to eliminate the anxiety and stress of dealing with federal and state tax problems so that you can have a peace of mind. We provide compassionate legal advice and strategic solutions to resolve your tax problems We work hard to find the most favorable outcome allowed under law. We specialize in:
Take Control of Your Assets and Plan for Future Generations
You work hard to accumulate your assets over your lifetime. Estate planning is an important step to insure should your assets go to the people who deserve them. We can seamlessly develop a comprehensive estate plan that meets their needs and the needs of your family. Estate plans can include testamentary documents, including a will, powers of attorney, healthcare directives and various trust options. Having your affairs in order by documenting your wishes and providing the whereabouts of assets and important documents is the best gift you can give to your family. While these matters are difficult to think about, it is important. A properly prepared estate plan can provide enormous peace of mind for your and your family. With an air-tight estate plan, you don’t have to worry about the government determining distribution of your assets.
Our firm handles all legal matters regarding your estate, including, but not limited to:
If you are interested in discussing your estate planning options, please call Tax Planning & Defense today. We will provide you with comprehensive guidance from your initial consultation until your estate plan is finalized.
Business Formation & Tax Structuring
Whether you’re creating a start-up or have been in operation for years and want to transition into another business entity, Tax Planning and Defense is here to assist! We can provide advice on business entity selection and incorporating your business into the best structure that suits your business needs.
Our business incorporation packages include business selection, incorporation, federal tax identification numbers and state business tax accounts.
We can help as you with business contracts, such as Operating, Joint Venture, Asset Acquisition and Vendor Agreements.
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.
“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.”
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.
