Domestic Services

Federal & State Tax Planning

We facilitate both federal and state tax planning for individuals and ongoing and prospective U.S. businesses.

Business Planning

We assist in designing customized business structures to accommodate their tax & business goals.

Succession Planning

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

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