Federal & State Tax Planning
We facilitate both federal and state tax planning for individuals and ongoing and prospective U.S. businesses.
We assist in designing customized business structures to accommodate their tax & business goals.
Our dual specialization in business and estate planning allows us to provide the best succession planning advice.
Estate Planning & Probate
We prepare specially tailored wills, trusts and disability documents and provide probate assistance.
Trust & Estate Administration & Dispute Resolution
When executors or trustees and their beneficiaries can disagree, we can facilitate a non-judicial resolution.
IRS Transfer Tax Audits
Steven Tackett was an IRS Estate Tax Attorney and has over 40 years’ experience.
Family Office Support
We offer legal, bookkeeping, and accounting support for small and large family offices
Ross Tax Advisors
We have a strategic alliance with an accounting firm that specializes in international taxation