The purpose of Tax Planning is to minimize our client's business tax, personal income tax, corporate tax, estate tax, gift tax, and generation skipping tax liability. This is accomplished by utilizing the various tax strategies addressed in the Business Planning, Business Acquisitions and Business Sales, Estate Planning, and Retirement Planning sections of this website.
As former Internal Revenue Services Employees, we understand the administrative system. The Examination (audit) Division has certain goals and guidelines which govern its ability to reach agreements with taxpayers. Sometimes we can resolve issues by meeting with an examination employee's group manager. If this fails we move on to the next administrative level.
The Appeals Division has different goals and guidelines that it relies on to recommend settlements. The Appeals Division considers "Hazards of Litigation" in settling cases. We review the statutes and case laws with an Appeals Officer. We have been very successful in resolving most tax matters at this level.
On occasion, we represent clients on other matters before the Internal Revenue Service as follows.
- Offers in Compromise where we negotiate a reduction in taxpayer liabilities and penalties
- Tax Court Petitions
- Collection matters involving Income, Payroll, Trust Fund, Social Security and Penalty Issues