Areas of Practice


All aspects of tax controversy including IRS and state tax liens, levies, audits, installment agreements, offers in compromise, sales tax debts, payroll tax debts, notices of deficiency.

Tax Controversy


We prepare the full range of tax clients, both personal and business: corporate, Sub S Corps, partnerships, non-profits, gift and estate tax returns, personal returns with rental properties, Schedule C for sole proprietors and single member LLCs. We also offer a tax transcript monitoring service which permits us to warn you if your transcript indicates you have been flagged for a future audit. We also offer tax planning consultations for retirement, life changes, divorce and business formation and dissolution.

Tax Preparation & Planning


In depth forensic accounting and complex investigation engagements in support of civil litigation requiring the issuance of an expert report of findings. Determination of loss amounts in frauds for insurance claims for both claimants and insurance defense. Asset tracing and full financial investigations with report for court involving complex and simple divorce proceedings. Extensive prior court testimony.

Forensic Accounting & Complex Investigations