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Tax Advice of the Highest Technical Quality

We are committed to the highest standard of client care that you are entitled to expect from a client-focused firm. We are pragmatic and commercial providing tax advice of the highest technical quality. We work with our clients (whether a local, national or multinational corporation, or an owner managed business) to understand their commercial objectives and then deliver creative tax solutions that are tailored to those objectives.


  • Tax liens, levies, collections
  • Representation with the IRS
  • IRS Audits
  • Fraud and criminal investigations
  • Litigation suppor
  • Solvency & Fairness Opinions
  • 409a
  • Mergers & Acquisitions
  • Pre-deal Valuation
  • Valuation of Intangibles
  • Financial Assets & Liabilities
  • Employee Stock Ownership Plans


  • Tax Return Preparation and Planning (Corporate, Professional, Partnership, Non-Profit and Individual)
  • Tax Controversy
  • Trust, Estate & Gift Tax Return Preparation
  • High Net Worth Tax Planning


  • Audited Financial Statements
  • Agreed-Upon Procedures
  • Compilation & Review
  • Internal Controls Review
  • Internal Audit
  • 401(k) Audit


  • Business Financial Planning
  • Fraud Examination
  • Business Valuation
  • Merger & Acquisition Support
  • Personal Financial Planning
  • Bookkeeping & QuickBooks Consulting
  • Financial Requirements for Immigration and Naturalization
  • Affordable Care Act Compliance – (Obamacare) Employer’s responsibilities
  • Report of Foreign Bank and Financial Accounts (FBAR)
  • Asset Protection
  • Estate Planning


  • Horacio made headline on every major TV channel when he was arrested at gunpoint by 5 federal agencies for over 30 charges. …Read More
    WIN WIN Solution:
    We took over and convinced the Feds to release Horacio out on bail then work with him instead.
  • Al and his wife were arrested for tax evasion (failure to file 23 years of tax returns). …Read More
    Win Win Solution:
    We convinced the Feds to restitute Al and his wife’s freedom.
  • Assad was investigated by the Criminal Investigation Division (CID) of the U.S. Treasury Department. …Read More
    Win Win Solution:
    We convinced CID that they got the wrong person and closed the case.