Accounting & Tax
Enrolled Agent
Areas of Expertise
Tax Resolution
IRS Audit Representation
Back Taxes & Penalty Abatement
Wage Garnishment & Levy Release
Installment Agreements & Payment Plans
Offer in Compromise (OIC) Negotiation
Innocent Spouse Relief
Trust Fund Recovery Penalty Defense
Real Estate
Capital Gains & 1031 Exchange Planning
Property Tax Assessment Review & Appeals
Cost Segregation & Accelerated Depreciation
Rental Property Income & Expense Tracking
Real Estate Partnership & LLC Structuring
Passive Activity Loss & At-Risk Rules Analysis
Transaction Advisory & Tax Due Diligence
Family Office
Estate, Gift & Generation-Skipping Transfer (GST) Tax Planning
Trust & Fiduciary Accounting
Charitable Contribution Structuring
Consolidated Investment Reporting & Basis Tracking
Succession Planning & Wealth Transfer Strategies
Private Foundation & Donor-Advised Fund Compliance
