We are specialists in resolving tax disputes. In dealing with the various tax agencies, we have
enjoyed many successes. Here is a sample of some of the success stories that we have had in
representing our clients:
We have assisted over a dozen clients avoid criminal investigation and prosecution for
tax crimes in connection with undeclared foreign bank accounts.
We have assisted many clients avoid IRS seizures of business for delinquent
employment taxes.
We negotiated a successful offer in compromise in a multi-million dollar
employment tax case.
We negotiated a settlement in a multi-million dollar case set for trial in the U.S. Tax Court
in which the IRS conceded over $5,000,000 in adjustments in a complex series of section
1031 transactions.
We successfully convinced the Chief of the Criminal Investigation Division to shut down
an open investigation against the executors of an estate before the matter was even referred
to IRS Counsel.
Successfully appealed two audits involving the federal aviation excise tax where the IRS
asserted tax attributable to the owners' use of their own airplanes, saving the two clients
approximately $1 Million.
Successfully represented an out-of-state client against the California State Board of
Equalization in a use tax audit, saving the client approximately $1.2 Million.
Represented two large out-of-state commercial clients and obtained relief from significant
penalty charges.
Negotiated a profitable settlement award for a client regarding a malpractice claim against
a title company.
Represented the executor of a $4 million estate of a deceased tax protester to resolve all
federal, state and local liens for a profitable result to the estate's heirs.
Managed all phases of a complicated probate estate in which the beneficiary absconded
with estate assets and required eviction from the real property.