Tax Return Preparation &Filing 

Email us to receive a complimentary organizer. We also offer free estimates on all returns. All you need to do is send us a full copy of your most recently filed tax returns, along with the complimentary organizer. This offer is good for individuals, partnerships, LLCs, corporations, estates, not for profits, etc.

Notices, Audits, & Appeals

(CP - 10, 11, 22A, 23, 24, 49, 54G, 87A, 90, 91, 161, 283, 500, 501, 2000, 2501, etc.)

The IRS sends Notices for many reasons; some of the most common issues result in a decrease in your refund or an increase in your balance due. These are likely due to IRS changes in: tax calculations, income, expenses, exemptions, or deductions on your returns. Often the IRS has made these adjustments without all of the available or necessary information. Additionally, when an increase in tax occurs there likely are penalties and interest that go along with it that you may not be entirely liable for.

Tax Liens & Levies

A lien secures the government’s interest in your property when you have outstanding taxes due. A levy allows the government to seize your property to pay your tax debt. If you do not pay or make arrangements to settle (Installment Agreement, Offer in Compromise, etc.) your tax balance, the government can levy, seize and sell any type of real or personal property that you own or have an interest in.

Business & Transactional Law

When handling transactional and other business law related matters we often find ourselves in the role of general counsel managing incorporation, organization, contract, governance and compliance concerns, while focusing on mitigating risk factors in relation to the daily operations and negotiations that you are encountering. 

Estate Planning, Probate, & Estate Administration

To begin, a typical plan will often include Powers of Attorney for Healthcare and Property, Living Wills, HIPAA releases, and also either Wills or a Wills and a Trust (depending on your family dynamic, financial portfolio, concerns, goals, etc.). 

If you are interested, please email us and we will send you a summary email and a couple simple forms to get you started. From there, we will set up a time to discuss options and then design a plan that works best for you. 

"Lou was very accommodating and helpful with our estate and living will preparation" - Teresa

"After spending a career in the corporate world I decided to take up the initiative to establish my own business. The thought of building your own company to many is daunting enough but to do it correct you spend time to bring together talent that has similar values (trust, honesty, hard work, attention to details, knowledge, and integrity to name of few) to assist you in the building process. 

In working with Lou I found an attorney that assisted us very well and was able to present me with various business scenarios that would work with our company. Everything Lou did was precise as he would complete his research and due diligence on each topic and offer me different options available to the company. In areas that he was not completely familiar with, through our brief discussions and conversation he would gather a good understanding of the business models we were seeking and move the process forward. 

His ability to maintain confidential client information, honesty and integrity in large and small situations and his abilities as a team player are all qualities that may make him stand out." Ray - Director, Financial Services Company