From cross-border filings to state-level challenges and IRS scrutiny of tax credits, we bring clarity and strategy to help you navigate audits, appeals, and dispute resolutions with confidence.
When you're facing a federal, state, or local tax dispute, the stakes are high—and the path forward isn’t always clear. Missteps can lead to costly penalties and long-term consequences for your business. A sophisticated, strategic approach guided by technical precision is key to successfully approaching tax disputes.
With IRS enforcement resources increasingly concentrated on high-impact issues—and state agencies stepping up scrutiny to close revenue gaps—tax controversy is becoming more targeted, technical, and complex.
With years of experience resolving tax controversies for corporations, partnerships, and individuals at the federal, state and local levels, we bring a detailed understanding of how these processes work and the expertise required to navigate this complexity. Whether you're preparing for an audit or appeal, needing to get penalties abated, or trying to get on a payment plan, we help you stay in control at every step.
With reduced IRS staffing and rising state-level enforcement, audits are becoming more selective—and more focused on areas with a high potential return. International reporting, multistate nexus, and high-dollar credit claims are among the top targets. Businesses need to be ready with defensible positions and documentation from day one.
I’ve worked directly with clients under audit, in examination, and navigating disputes at the federal, state, and local levels. These cases often involve intricate issues and high stakes, demanding a nuanced, considered approach.
That experience shapes how I work today: with a calm, strategic approach that helps clients understand the process, protect their position, and resolve issues efficiently.
Tax controversy rarely begins and ends with a notice. Whether you’re responding to an IRS audit, navigating state-level scrutiny, or preparing for an administrative appeal, we help you take control early—and stay proactive throughout the process.
We support clients through the full lifecycle of tax advocacy, with experience across international reporting, multistate nexus, credits and incentives, and more. From shaping your technical position to managing examiner interactions, we help you stay focused, compliant, and well-positioned for resolution.
Tax examinations require more than just compliance—they demand careful strategy, disciplined communication, and sound judgment at every step. We represent clients through all stages of federal, state, and local audits and administrative appeals, helping manage both the process and the risks.
We assist with IDRs, interviews, and site walkthroughs—ensuring responses are thorough but not excessive, protecting your position without creating new exposure.
We represent clients in audits and appeals involving the IRS, state tax authorities, and local jurisdictions across a range of issue types and industries.
We help develop and refine tax positions that are well-supported and responsive, often preparing memoranda or supporting documentation used in both audit and appeals settings.
At the appeals stage, we guide clients through the preparation of position papers and assist with negotiation strategies to improve outcomes.
When needed, we collaborate with internal legal teams to align on positions and prepare for higher-stakes proceedings.
With focused representation and experienced judgment, we help clients manage uncertainty, maintain compliance, and achieve resolutions that stand up to scrutiny. As agencies increasingly turn their focus toward technically complex, documentation-heavy cases, successful outcomes increasingly depend on a robust understanding of both the rules, and the enforcement mindset behind them.
The best way to win an audit is to start preparing well before it starts. We help clients identify areas of exposure and take proactive steps to address them—minimizing surprises and reducing risk.
Take a proactive approach: these assessments equip you with clarity and control before tax authorities get involved, helping you identify and address exposures before they become an issue.
When penalties hit, we help businesses push back. We prepare and submit abatement requests that are grounded in both technical merits and procedural precedent.
We draft persuasive narratives supported by facts, tax authority guidance, and relevant legal standards.
We help determine eligibility and pursue relief for clients with a clean compliance history.
We help apply for other applicable waivers at the federal and state level that affect tax liabilities.
We assist with appeals or additional documentation if initial requests are denied.
Our deep experience applying penalty relief rules has helped clients secure significant penalty reductions and avoid unnecessary financial strain—even in high-stakes cases.
Missed election filings and uncertainty are inevitable in a complex tax environment. When they happen, strategic advocacy can preserve intended outcomes and protect against unnecessary risk. We help clients correct procedural missteps and obtain clarity on uncertain tax positions.
With a clear, experienced approach, we help clients navigate the procedural side of tax law—protecting tax positions, unlocking opportunities, and mitigating future risk.
When paying in full isn’t an option, our professionals can help negotiate payment arrangements that protect both your business and your balance sheet.
With the right plan in place, you can resolve outstanding tax debt while maintaining operational stability.
Late or missing international information returns can lead to significant penalties. We help clients get back into compliance, quickly and strategically.
We help reduce exposure, avoid unnecessary penalties, and restore full compliance with confidence.
Tax disputes often originate from complex specialty areas. We provide controversy support rooted in our deep expertise across international, state and local, and incentive-based planning.
These matters often require coordination between technical tax expertise and audit strategy, and are among the most likely to trigger scrutiny under today’s audit priorities. Our cross-specialty knowledge allows us to support stronger outcomes at every level of representation.
Have pressing tax questions? Are you looking to understand how our services can help support you?
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