Tax Law — Plan proactively, resolve audits with confidence

From forward‑looking strategies to audit defense, we help individuals and businesses navigate federal and state tax issues with clarity. Our team aligns tax planning with your business, estate, and transaction goals—and represents you before tax authorities so deadlines are met and options are preserved.

  • Strategic planning for businesses and high‑net‑worth individuals, integrated with estate planning and wealth transfer
  • Audit defense and appeals—IRS and state departments of revenue; responses to notices and information document requests
  • Transaction support: coordinating with M&A , corporate governance , and real‑estate transactions
  • Resolution pathways: installment agreements, penalty abatement, offers‑in‑compromise (where eligible), and closing agreements
  • Sales/use tax, payroll tax, and multi‑state nexus assessments for growing companies
Tax Strategy Session Call 720-499-0000

Based in Castle Rock and serving the Denver metro, with a national expansion plan.

Tax attorney reviewing IRS notice and financial statements with a client

Who we help

Practical guidance for people and companies who want to get ahead of tax risk—or need calm, decisive support in a dispute.

  • Entrepreneurs and SMBs with multi‑state operations or rapid growth
  • Professionals and families integrating planning with estate strategies
  • Investors and real‑estate owners needing transaction‑aware tax counsel
  • Companies facing payroll, sales/use tax, or nexus inquiries
  • Anyone who received an IRS or state audit/collection notice
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Matters we handle

  • IRS and state examinations, appeals, and negotiated resolutions
  • Entity formation and tax elections coordinated with business & corporate goals
  • Deal‑stage strategies with M&A counsel to optimize structure and after‑tax outcomes
  • Real‑estate and leasing tax considerations with transaction support
  • Payroll tax compliance, trust‑fund assessments, and officer liability defense
Ask about your situation
Attorney explaining a step-by-step tax audit plan and timeline to a business owner

Our approach: plain‑language guidance, coordinated with your advisors

You get clear options and a practical plan. We map your facts to the applicable rules, identify decision points, and outline a realistic path—then coordinate implementation with your CPA and financial team. When urgency matters, we triage deadlines first and move quickly to protect your position.

  • Cross‑disciplinary insight across corporate, real‑estate, and estate planning matters
  • Evidence‑driven responses—organized records and targeted explanations
  • Responsive communication via your preferred channel and update cadence
  • Collaboration with your CPA for efficient filings and consistency

For an objective overview of tax notices, the IRS provides guidance at irs.gov .

Process & timeline

Audit & dispute steps

  1. Intake & triage: review notices, deadlines, and exposure
  2. Records plan: identify documents, accounting exports, and third‑party data
  3. Authority & strategy: file power of attorney; set response approach
  4. Submissions: prepare organized responses and supporting schedules
  5. Negotiation & appeal: conference with exam, pursue appeals if warranted
  6. Resolution: settlement options, payment plans, abatements, or litigation referrals

Planning & compliance tracks

  • Entity choice & tax elections aligned with growth and exit goals
  • Quarterly/annual planning around compensation, deductions, and timing
  • Sales/use and payroll system reviews to reduce error risk
  • Deal modeling with M&A counsel before letters of intent finalize

Timelines vary by agency, complexity, and record readiness. We set expectations early and keep you informed throughout.

Learn about our client process
See our full client process Request a timeline for your matter

Fees & billing

Planning engagements are scoped transparently, with fixed fees where possible. Audits, appeals, and urgent matters are typically hourly or hybrid, with written estimates and checkpoints. You’ll know what’s covered, when deliverables are due, and how we report progress.

  • Flat‑fee reviews for select filings and pre‑deal tax assessments
  • Hourly/hybrid for audits, collections, and appeals with milestone budgets
  • Coordination with your CPA to avoid duplicate work and reduce cost

What impacts cost?

  • Number of years under review and completeness of records
  • Entities involved, multi‑state nexus, and international considerations
  • Deal complexity (equity vs. asset sales, earn‑outs, step‑ups)
  • Need for expert reports, reconciliations, or amended filings
Get a fee estimate Call 720-499-0000

Documents checklist

Bring what you have—don’t wait for perfection. We’ll prioritize the most critical records first and create a phased plan for the rest.

  • IRS/state notices or letters; prior correspondence
  • Filed federal and state returns (3–6 years), plus any amended returns
  • Financial statements, trial balances, and accounting exports
  • Payroll, sales/use tax filings, and support schedules
  • Bank/credit card statements and 1099/W‑2 evidence as applicable
  • Contracts, purchase agreements, leases, and closing statements
  • Entity documents: operating agreements/bylaws and cap tables
Explore helpful guides Business & Corporate overview
Organized tax files, receipts, and financial statements prepared for review

Frequently asked questions

Short, practical answers to common tax planning and audit concerns.

Can you work with my CPA?
Yes—collaboration produces better outcomes. With your permission, we coordinate roles: your CPA focuses on preparation and routine filings; we handle legal strategy, disputes, and negotiations with agencies. This reduces duplication and keeps messaging consistent.
What are my options after an audit notice?
We first identify deadlines and the scope of the request. Most matters begin with organized document production and targeted explanations; if disagreements remain, we can elevate to appeals or seek a resolution meeting. See the IRS overview on notices at irs.gov for general background.
Do you help with installment agreements?
Yes. We evaluate eligibility, propose realistic terms, and coordinate required financial disclosures. Depending on your situation, we may also explore penalty abatement or an offer‑in‑compromise where the rules allow.
Do you represent clients before both IRS and state tax authorities?
Yes. We handle federal matters and state revenue issues, coordinating multi‑jurisdiction questions like nexus, sales/use tax, and payroll tax assessments.
What records should I gather first?
Start with the notice, the last 3–6 years of filed returns, accounting exports (general ledger/trial balance), bank/credit card statements, payroll and sales/use tax filings, and any contracts tied to disputed items. We’ll give you a prioritized list at intake.
Can penalties or interest be reduced?
Penalty relief may be available through reasonable cause or first‑time abatement; interest is generally statutory but can be affected by adjustments. We assess eligibility and include requests where appropriate in our submissions.
Will involving a lawyer make my audit worse?
No—having counsel can clarify issues, organize records, and protect your rights. We present facts clearly and professionally, which often streamlines the process.

Reduce tax risk and gain clarity—start today

On your first call, we outline options, timelines, and fees. Expect responsive updates and coordinated execution with your CPA and advisors.

Book a Tax Review Call 720-499-0000
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Page last updated: September 12, 2025