Tax Representation
The firm's tax representation involves preparing complex tax returns for you individually, and for the trusts, estates, and businesses you manage. It also includes representing you before the Internal Revenue Service, Ohio Department of Taxation, Kentucky Department of Revenue, and before the Tax Courts. Tax representation can include preparing requests for refunds and abatements, and it can also include participating in audits and negotiating favorable tax outcomes with the appropriate taxing authority.
My firm is also experienced in preparing and filing private letter rulings with the IRS. Private letter rulings are the method used for ensuring the IRS's position on a matter before it is implemented and irrevocable.
While clients often dread dealing with taxing authorities, experience has shown that well-organized and fully-documented presentations concisely backed by sound statutes, regulations, and case law is generally met quite favorably by those same taxing authorities. We all have a job to do, and everyone can appreciate when someone makes their job easier.
None of us can escape taxes, but my firm can certainly help you be well-prepared for the tax obstacles that you face.
