~ Testimonial ~

"I have attempted to arrange my affairs to keep taxes as low as possible and not pay more than the law demands but, tax laws are subject to interpretation. Unfortunately for me, the IRS twice and the State Taxing Authority once thought that the law demanded more, substantially more. In one case the proposed penalty was over $8,000,000. The issues raised were significant and complicated and related to my personal tax returns, my business tax returns and a family partnership.

Even though Mick was not the tax preparer for the returns being challenged, he served as my representative.  In a non-confrontational and professional manner, Mick met with the examining agents and reviewed their concerns.  In two of the instances, after researching case laws and rulings and presenting his findings, we were able to settle for minimal additional tax liabilities.  In the third instance, unable to settle the matter at the agent level after nearly a year of communications, a review at the appeals level was requested.  Almost immediately after looking at Mick’s support for our position, the appeals staff reversed the examining agent’s findings and dropped the matter.

While Mick led me through the regulatory examinations with minimal additional tax liabilities, I have learned that there is a very taxing cost of another sort related to the stress and anxiety that accompanies the process. 

For over thirty years Mick has been my go to guy and I call him when I need help with a taxing authority issue.  More and more though, without losing sight of not paying more taxes than required, I call Mick to find ways to avoid taxing authority issues."

MBA, retired TV producer, real estate investor, former UCLA faculty member and author. (Name and contact information provided upon request)
~ Quote ~
"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes.
Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands."

~ Judge Learned Hand ~

(1872-1961) U.S. Court of Appeals

Tax Planning And Compliance


  • U.S. Federal Tax Return Preparation - Corporate, Partnership, Individual, Trust, Estate, Non-Profit, and Gift Tax
  • State and Local Tax Preparation
  • Representation on IRS and State Tax Matters
  • Analysis of Tax Implications on Investments
  • Income, Estate and Gift Tax Planning
  • Mergers, Acquisitions, Reorganizations and Liquidations Advisory Services