Taxation

Taxation

Our Taxation Services Include:

» IRS Tax Problem Resolution
» State Tax Problem Resolution
» Individual & Business Tax Planning
» Estate, Gift & Inheritance Taxation

» Estate & Trusts Income Taxation
» Charitable Trusts & Foundations
» Charitable Planning

Working independently, or in conjunction with your accountant, we assist our individual clients with the resolution of tax problems, tax planning and tax return preparation. We regularly represent clients before Federal and local taxing authorities with claims for refunds, audits, liens, levies, garnishments, payment plans and offers in compromise. For complex planning matters, we prepare private letter ruling requests for our clients to avoid tax controversies in advance. We have implemented strategies to minimize or defer the payment of taxes, particularly involving real estate transaction. We strive to reduce the heavy burden of tax issues to manageable solutions that give our clients peace of mind.

Charitable tax planning can quickly become complex and highly technical when the tax and financial aspects of planned giving are fully explored. When advising individuals and families, we seek to simplify these complexities and options, and establish a plan that integrates our client’s core values, interests and philanthropic priorities, while maximizing the tax benefits to them. With the plan established, we regularly assist with its implementation through the preparation of the necessary instruments and tax filings. From securing the tax-exempt status for the newly created family private foundation to assisting the established charitable organization with its tax and legal issues, we strive to implement innovative, practical and well-tailored solutions to meet the objectives of our clients.

 

CONTACT US

You May Contact Us Directly

Phoenix, Maryland
14346 Jarrettsville Pike, Suite 300
Phoenix, MD 21131
Phone: (410) 628-0050

Mailing Address
PO Box 395
Phoenix, MD 21131

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