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516-902-8261

Services

IRS Tax Controversy & Resolution

Includes services like audit defense, penalty abatement, levy and lien releases, offers in compromise, appeals, installment agreements, and more.

IRS Tax Controversy and Litigation

IRS Tax Controversy and Litigation

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IRS Tax
Resolution

IRS Tax
Resolution

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Business Succession Planning

Business Succession Planning

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Tax Preparation & Compliance

Tax Preparation & Compliance

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Taxation &
Advisory

Taxation &
Advisory

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Estate
Planning

Estate
Planning

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Business Structuring and Formation

Business Structuring and Formation

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Retirement Planning (IRA & 401k)

Retirement Planning (IRA & 401k)

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IRS Tax Controversy & Resolution

Includes services like audit defense, penalty abatement, levy and lien releases, offers in compromise, appeals, installment agreements, and more.

IRS Tax Controversy and Litigation — Strategic Defense for Complex Tax Matters

When facing an IRS audit or investigation, preparation and experience matter.

IRS Tax Controversy and Litigation — Strategic Defense for Complex Tax Matters

When facing an IRS audit or investigation, preparation and experience matter.
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IRS Tax Resolution — Effective Solutions for Overwhelming Tax Problems

Unresolved tax debt can disrupt both finances and peace of mind.

IRS Tax Resolution — Effective Solutions for Overwhelming Tax Problems

Unresolved tax debt can disrupt both finances and peace of mind.
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Business Succession Planning — Securing the Future of Your Enterprise

Transitioning a business requires foresight, planning, and strategy.

Business Succession Planning — Securing the Future of Your Enterprise

Transitioning a business requires foresight, planning, and strategy.
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Tax Preparation & Compliance — Accuracy, Insight, and Efficiency

From individuals to corporations, accurate tax preparation is the cornerstone of financial stability.

Tax Preparation & Compliance — Accuracy, Insight, and Efficiency

From individuals to corporations, accurate tax preparation is the cornerstone of financial stability.
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Taxation & Advisory

• Advanced Tax Planning
• Tax Structuring
• Tax Compliance
• Tax Strategy
• Section 1031 Exchanges
• Qualified Opportunity Zone
• Opinions from Tax Counsel

Taxation & Advisory

• Advanced Tax Planning
• Tax Structuring
• Tax Compliance
• Tax Strategy
• Section 1031 Exchanges
• Qualified Opportunity Zone
• Opinions from Tax Counsel
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Private Client Services — Tailored Wealth and Tax Strategies for High-Net-Worth Individuals

Transitioning a business requires foresight, planning, and strategy.

Private Client Services — Tailored Wealth and Tax Strategies for High-Net-Worth Individuals

Transitioning a business requires foresight, planning, and strategy.
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Business Structuring and Formation

• Entity Selection (LLC, S-Corp, C-Corp, Partnerships)
• Business Reorganizations
• Mergers & Acquisitions

Business Structuring and Formation

• Entity Selection (LLC, S-Corp, C-Corp, Partnerships)
• Business Reorganizations
• Mergers & Acquisitions
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Retirement Planning (IRA & 401k)

• Self-Directed IRA
• Traditional or Roth IRA
• 401(k) Structuring

Retirement Planning (IRA & 401k)

• Self-Directed IRA
• Traditional or Roth IRA
• 401(k) Structuring
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Charitable Foundation & Nonprofit Advisory — Empowering Purpose-Driven Organizations

Charitable and nonprofit organizations require a strategic balance of compliance, governance, and impact.

Charitable Foundation & Nonprofit Advisory — Empowering Purpose-Driven Organizations

Charitable and nonprofit organizations require a strategic balance of compliance, governance, and impact.
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Estate Planning

• Trusts and Wills

Estate Planning

• Trusts and Wills
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Private Client Tax Planning

Services encompass tax planning, tax compliance, estate tax planning, trust structuring, business reorganization, tax strategy, voluntary disclosure, and compliance advisory.

Tax Planning & Advisory

Transform the tax code into a strategic advantage by designing forward-looking, compliant tax strategies aligned with your financial goals and wealth preservation.

Tax Planning & Advisory

Transform the tax code into a strategic advantage by designing forward-looking, compliant tax strategies aligned with your financial goals and wealth preservation.
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Entity Structuring & Business Reorganizations

Establish tax efficiency at the core of your business from the beginning. Our advice guarantees that entity formations, mergers, and restructures are maximized for growth, compliance, and safeguarding your interests.

Entity Structuring & Business Reorganizations

Establish tax efficiency at the core of your business from the beginning. Our advice guarantees that entity formations, mergers, and restructures are maximized for growth, compliance, and safeguarding your interests.
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Estate, Gift & Wealth Transfer Strategy

Safeguard and transfer your wealth with careful planning. We develop customized estate and gifting plans to minimize taxes and ensure your legacy benefits future generations.

Estate, Gift & Wealth Transfer Strategy

Safeguard and transfer your wealth with careful planning. We develop customized estate and gifting plans to minimize taxes and ensure your legacy benefits future generations.
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Voluntary Disclosures & Offshore Compliance

Confidently and legally disclose unreported income or foreign assets. We assist you with voluntary disclosure programs, ensuring discretion, minimizing penalties, and maintaining compliance.

Voluntary Disclosures & Offshore Compliance

Confidently and legally disclose unreported income or foreign assets. We assist you with voluntary disclosure programs, ensuring discretion, minimizing penalties, and maintaining compliance.
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Risk Management & Ongoing Advisory

Remain safeguarded amid a constantly evolving tax landscape. Our proactive advisory team tracks changes, controls risks, and prepares clients to respond promptly when tax concerns emerge.

Risk Management & Ongoing Advisory

Remain safeguarded amid a constantly evolving tax landscape. Our proactive advisory team tracks changes, controls risks, and prepares clients to respond promptly when tax concerns emerge.
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Under the leadership of Jacob Simany, our firm combines deep IRS expertise with the personalized service of a boutique practice, offering customized legal strategies that aim to bring clarity, confidence, and peace of mind.
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