About Tax Attorney Rancho Santa Margarita

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Its no secret that accounting, tax and the law often overlap, so why gamble when faced with a tax or business issue? Why not choose a business partner experienced in all of these disciplines – one that can provide you with the confidence of having at your disposal unsurpassed expertise in legal, tax and accounting practices. Partner with a firm that puts extensive expertise on your side.

Tax Compliance Where Attorney-Client Privilege is Desired

Federal and State Tax Collection Matters

• Negotiation with IRS and State Revenue Officers
• Preparation of Delinquent Tax Returns
• Preparation of Offer In Compromises
• Establishment of Payment Plans
• Assistance with Wage Garnishments, Tax Liens

 

IRS and State Examination Representation

• Examination Level
• Appeals Level
• US Tax Court Level

 

IRS Criminal Investigations (Actual or Potential)

Advice in Business Entity Formation

Formation of New Business Entities

• Advice On Proper Entity For Tax and Liability Purposes (LLC, S Corp., C Corp., Partnership)
• Formation of Entity
• All Organizational Documents
• Documents to Transfer Existing Business to New Entity, If Applicable
• All Identification Numbers, and IRS Election Forms

 

Advice and Preparation of "Buy-Sell Agreements" and Plan for "Exit Strategy"

Representation - Purchase and Sale of Business

• Structure of Transaction
• Assistance with Negotiations to Maximize Tax and Non-Tax Benefits
• Preparation of Documents
• Review of Other Party's Documents

 

General Business and Contract Matters

Preparation and Review of Varying Contracts

• Leases
• Purchase or Sale Agreements
• Executive Compensation Agreements
• Employment Contracts
• Independent Contractor Agreements
• Pre-Marital and Post-Marital Agreements
• Miscellaneous

Why gamble? If you are searching for an experienced tax attorney with unsurpassed legal, tax and accounting services.