Whether you are contesting an assessment of taxes or planning new business activities, some things remain constant in getting the best experience in working with your tax counsel: it is crucial that you have an open line of communication in which you can discuss all the life and business circumstances that motivate your decisions. You should feel comfortable asking questions and knowing that your advisor is interested in you and on your side.
Some firms may tell you that they are known for their conservative approach and some for their aggressive approach. This misses the core ethical duty the attorney has to the client: it is to learn about your unique circumstances and aspirations, to develop a customized approach that is right for you, and to discuss the advantages and risks involved. I enjoy taking tax issues that seem complex or opaque and discussing them with clients in plain English so that the client is empowered to make choices.
If you would like to learn how I can bring this approach to your advantage, do not hesitate to call or e-mail me. Let’s collaborate on solutions.
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