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With our local business and real estate climate in constant flux, call me to evaluate your business or tax strategy.  Let my experience work for you as we navigate the possibilities together.  

Contact me for a free, initial consultation.

239 . 595 . 5420  

Business & Tax Consulting

Entity Formation: Corporations, Partnerships, Limited Liability Companies

Drafting of Partnership and Joint Venture Agreements

Tax Strategy - Tax Return Compliance for Entities and their Owner/Managers

Property Tax Assessments / Challenges

Acquisition - Sale of Businesses and/or Assets

Corporate Governance

Financing - Debt Restructuring - Creditor Negotiation

Franchise Agreements

IRS Representation

Individual and Business Tax Filing

Tax Strategy and Structuring

IRS Audit Representation

Unfiled Returns / IRS Levies and Liens

Offer in Compromise and Installment Agreement Negotiations

501(c)(3) - Not-for-Profit Formation


Real Estate Representation and Consulting

Commercial - Residential - Leasing

Representation at Closing

Acquisition - Due Diligence - Disposition

Procuring Entitlements

1031 Exchanges

Short Sale Negotiation - Note Purchase

Market Analysis



Probate Administration

Formal and Summary Administration

Ancillary Administration

Representation of Personal Representative or Trustee

Preparation of Wills

Preparation of Power of Attorney and Healthcare Directives



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