This service is for clients who believe risk may be forming but have not yet reached enforcement.
Work begins with identifying exposure, reviewing prior positions, and evaluating whether current structures and reporting remain defensible.
The goal is to correct issues early, while options remain available.
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Work With Me
If you are dealing with IRS or state tax issues, or if growing complexity has outpaced your current structure, the earlier the conversation occurs, the more options remain available.
A brief discussion is often enough to determine whether immediate action is required or whether a measured advisory approach is more appropriate.