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Our Process

Please feel free to call us at (980) 272-0716, or use our contact form below. During our first call, our goal is to begin to understand your legal issues and then help you determine if we are a great fit for you. If you decide to hire us, we will ask that you sign our engagement letter. After that, we will set up an appointment with you, to learn more about you, your legal issues, and your goals.

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Tax Credits For Sale

The Inflation Reduction Act created new ways for taxpayers to monetize / sell their energy tax credits. The IRS released guidance on June 14, 2023 to help clarify the new rules. New Guidance The new guidance includes FAQs, temporary regulations on…Read More

Non Willful FBAR Penalty

The Supreme Court overtured the Fifth Circuit, by holding that the $10,000 maximum penalty for the non-willful failure to file an FBAR accrues on a per-FBAR, not a per-account, basis. (Bittner, (S Ct 2023)) A U.S. person (i.e., citizen or…Read More

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