Our goal is simple — strategic tax counsel with a calm, practical approach.
For: Individuals and businesses facing IRS/state issues.
How We Support You:
IRS/state notices review and response strategy
Audit guidance and documentation planning
Appeals preparation (where appropriate)
Penalty abatement and compliance planning (as applicable)
Filing catch-up plan and prioritization
Negotiation strategy and documentation support
Our approach blends practicality with strategy — ensuring we support long-term growth.
For: Businesses seeking to strategically leverage tax credits and incentives to support growth and investment.
Services include:
Evaluation of available credits (energy, R&D, film/media, & economic development)
Strategic planning to align operations with incentive eligibility
Guidance on substantiation, documentation, and compliance
Ongoing advisory to integrate incentives into long-term tax planning
We focus on aligning incentives with your broader business strategy—not just identifying opportunities, but ensuring they are effectively implemented and sustained.
For: Small businesses seeking proactive legal and tax oversight. Designed for clients who want proactive oversight—not reactive fixes.
Services include:
Quarterly check-ins and planniing
Contract/tax touchpoints (as needed)
Coordination with CPA/bookkeeper
Do you work virtually? Yes - secure intake and video/phone consultations available.
Do you offer flat fees? Many matters are scoped and priced after intake.
Do you prepare returns? Yes - limited.
What jurisdictions? Practice limited to matters in Washington, D.C.
Schedule a consultation to gain clarity, reduce risk, and move forward with confidence.