"Everyone gets organized at some point, they just might not be around for it."
- Sue De Roose
PRACTICE AREAS AND LIST OF SERVICES

Tax Planning, Tax Controversies and Tax Debt Resolution
  • Yearend tax planning for individuals and businesses
  • Compliance Review: reviewing your obligations to tax authorities including 1099 reporting requirements, wage reporting obligations, income and franchise tax return requirements at the federal and state levels
  • Review of IRS, FTB, BOE and EDD notices and development of action plans
  • Representation at IRS audits, protests and appeal conferences
  • Representation at FTB Audits, protests and settlement conferences
  • Representation before the State Board of Equalization
  • Representation in Tax Court
  • Preparation and submission of ruling requests with the IRS and FTB
  • Debt resolution of federal and state tax debts including tax liens, levies, offers in compromise, installment agreements, and pay off arrangements
  • Business Succession Planning
Estate Planning

Individualized estate planning that may include:
  • Review and evaluation of existing estate plans
  • Revocable Living Trusts
  • Pour Over Wills
  • Durable Powers of Attorney
  • California Advance Healthcare Directives
  • HIPAA Authorizations
  • Certifications of Trust
  • Assignments of Personal Property
  • Personal Property Memorandum
  • Community Property Agreements as needed
  • Trust Transfer Deeds
Advanced Estate Planning may include:
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts (ILIT)
  • Personal Residence Trusts (PRT)
  • Private Foundations and Donor Advise Funds
  • Special Needs Trusts (SNT)
  • Intentionally Defective Grantor Trusts (IDGT)
Probate and Trust Administration
  • Probate for real property with gross value in excess of $50,000
  • Probate for personal property with gross value in excess of $150,000
  • Summary Probate Proceedings
  • Special Letters of Appointment
  • Conservatorships and Guardianships
  • Compliance with Trust Administration
  • Trust splitting and Trust Funding
  • Trust Transfer Petitions
  • Small Estate Affidavits