About Us
I am a dual professional i.e I practice as both a CPA and an attorney ( as an attorney primarily in areas of tax law, estates and trusts both planning and administration, personal bankruptcy and small business commercial law.
The products and services we offer
Recommendations Received (37)
"Very professional and looking out for their clients. Very nice to do business with."
"I encourage people to reach out to David and his team for any estate planning and related matters"
Products & Services
We do tax preparation and planning for small businesses, high net worth individuals and fiduciaries. We also as an attorney offer legal services in...
We have over 30 yrs experience in representing taxpayers in all kinds of tax controversies routine audits, offers in compromise. As an attorney and...
As an attorney I can do estate planning for you explaining the differences between health care proxies, living wills, powers of attorney and revoca...
Recommendations Given (37)
"Craig Wolson and his entire team are expert in the interplay between Estate Planning (estate..."
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"Craig Wolson and his entire team are expert in the interplay between Estate Planning (estate taxes) and the intricacies of elder law, a complex and frequently changing area of the law. I highly recommend him"
"James is a caring easygoing life coach and takes a wholelistic approach in looking for solutions..."
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"James is a caring easygoing life coach and takes a wholelistic approach in looking for solutions to his clients life problems"
Recent Activity
No, I do not. I do not hand out that many legal referrals that a letter is needed.
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No, I do not. I do not hand out that many legal referrals that a letter is needed.
When you are referring to customers or clients, Remember that the trust and credibility you have built up with thesee peoeple is on the line, one bad referral can elimiante years of hard work. Be sure your referring partner appreciates that you are taking a chance on them.
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When you are referring to customers or clients, Remember that the trust and credibility you have built up with thesee peoeple is on the line, one bad referral can elimiante years of hard work. Be sure your referring partner appreciates that you are taking a chance on them.
I would suggest you stay away from seo optimization or online marketing generally. You need mature realistic clients who wAnt the knowledge and expertise of a CPa. Online marketing gets you hits and bargain seekers
not steady paying clients. If you have money look into purchasing an existing...
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I would suggest you stay away from seo optimization or online marketing generally. You need mature realistic clients who wAnt the knowledge and expertise of a CPa. Online marketing gets you hits and bargain seekers
not steady paying clients. If you have money look into purchasing an existing practice. This is tough today because of all the consolidation that has occurred. Try to network with some transactional attorneys. Working per diem for older practitioners can be a way to get leads too. Good luck
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Usually questions posed here are difficault but not this one. The answer is simple, the last time MIcrosoft upgraded windows the new version caused my tax program (Lacerte) and my accounting program (Sage) to instantly freeze. I spent hours on the phone with their technical support ppl. I would...
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Usually questions posed here are difficault but not this one. The answer is simple, the last time MIcrosoft upgraded windows the new version caused my tax program (Lacerte) and my accounting program (Sage) to instantly freeze. I spent hours on the phone with their technical support ppl. I would rather go back and do both tasks by hand than have to repeat that experience lol.
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The same question could be asked as to why only about 13 percent of Americans have drafted a will. The simple answer I. Both the case of life insurance and the will is contemplating your own mortality is unpleasant so people construct fictions to justify not drafting a will or buying life...
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The same question could be asked as to why only about 13 percent of Americans have drafted a will. The simple answer I. Both the case of life insurance and the will is contemplating your own mortality is unpleasant so people construct fictions to justify not drafting a will or buying life insurance. Ie I am not dyeing today I will buy life insurance next year same answer with drafting a will. You need to point out that the cost the insurance is a bargain when you look at the security it can provide ie paying for a child's college education or a spouses retirement or just providing some liquid assets where there wouldn't be any otherwise.
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There is constant pressure to bend or break the laws. Immigrants from abroad living here sometimes as much as 20 years still want to be paid in cash. Contractors you hire want you to either pay in cash or make out the check to cash so that they do not have to pay sales tax. As an attorney I need...
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There is constant pressure to bend or break the laws. Immigrants from abroad living here sometimes as much as 20 years still want to be paid in cash. Contractors you hire want you to either pay in cash or make out the check to cash so that they do not have to pay sales tax. As an attorney I need to be carefull about these things. I often wonder if any of these contractors or green card holders are ever caught. I have been called naive or foolish for abiding by them. That's not to say that I Never deduct an expense that is in the grey area (could go either way) but sometimes trying to obey the law is lonely.
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A good CPA can do a lot for a small business. I like to think of myself as a good well rounded CPA. A good CPA should help your business, be proactive, try to plan and minimize your income taxes, help you come up with a plan to set aside enough assets to educate your children or grandchildren and...
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A good CPA can do a lot for a small business. I like to think of myself as a good well rounded CPA. A good CPA should help your business, be proactive, try to plan and minimize your income taxes, help you come up with a plan to set aside enough assets to educate your children or grandchildren and plan for your retirement. The CPA does not nor should he/she do all of this himself. IN my case, I am also a tax and estate attorney so I can and do help my clients with estate planning, buy sell agreements etc. Usually for investments if the client is a do it yourself type, we select index and actively managed mutual funds and or ETF's. If the client does not want to get involved we recommend an investment professional. A good CPA should be much more than "a mechanic" who prepares tax returns, financial statements, or books of entry on a timely basis; rather the good CPA explains the advantages that a 529 plan may provide in planning for the education of the client's children or the advantages of a charitable or grantor trust for estate planning purposes.A good CPA can also explain the concept of a step up in basis upon a client's death for his heirs or what is "income in respect of a decedent" and how it can throw off a huge income tax deduction for large estates
Michelle, I am glad you liked my post. Let me know if I can help you or your business in any way. Happy Easter.
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Michelle, I am glad you liked my post. Let me know if I can help you or your business in any way. Happy Easter.
