Tax

  • Individual Income Tax
  • Partnership, C-Corporation, S-Corporation, LLC Income Tax
  • Estate and Trust Income Tax
  • Gift Tax
  • Tax-Exempt Organization
  • Resident Alien, Nonresident Alien, and Dual Citizen
  • Foreign Bank Reporting (FBAR)
  • Streamlined Foreign/Domestic Offshore Procedures
  • Audits and Notice Responses
  • Tax Penalty Abatements
  • Representation in Tax Examinations
  • State and City Residency Issues and Audits
  • Collection Matters
  • Tax Planning Strategies
  • Cryptocurrency Reporting

Wills, Trusts, & Estates

  • Preparation of Wills and Trusts
  • Probate and Administration Proceedings
  • Wealth Transfer and Estate Planning
  • Lifetime Estate and Trust Structuring
  • Preparation of Estate Accountings
  • Review of Estate Planning Documents

Elder Care

  • Living Wills
  • Health Care Proxies
  • Powers of Attorney
  • Titling Strategies

Business Formation

  • Choice of Entity
  • Formation Documents
  • Operating Agreements
  • Shareholders Agreements