I launched my law firm this year, in 2019. I recently retired from the Office of Chief Counsel, for the Internal Revenue Service after more than 34 years of service. I began my career as an Internal Revenue Agent for the IRS. I audited individual, partnership, and corporate federal income tax returns for over a decade. While working full-time I as a revenue agent I earned a NC license as a Certified Public Accountant and then earned my law degree. I began working for the legal division of IRS as an attorney in the Atlanta office in 1997. By the end of my career I was an attorney manager serving as the Associate Area Counsel, Large Business & International Division, Atlanta office.
I launched my law firm after I retired. It is my intention to offer legal services that are accessible to regular people. Death and taxes are two subjects that touch everyone’s lives. So many people are confused about what legal services they need and what it means to work with an attorney. I would love to demystify that for you. For example, federal tax issues can be handled by attorneys like me no matter which state you live in or which state the attorney works in. On the other hand, for estate planning, the state of residence for the client matters and so does the state or states in which the attorney is licensed. I am licensed in North Carolina and Georgia. I prepare estate plans for residents of both states. For federal tax matters, I can help residents of any state in the U.S.
I'm here to help. I have practiced law for over 22 years. I offer two areas of practice: Estate Planning and IRS Audit Support. I do not bill by the hour. I offer flat fees that are agreed to in advance so that there are no surprises.
I provide the comfort and confidence in knowing that you have an estate plan in place that will work for you and your loved ones when it is needed the most. I love tailoring a plan for my clients, even down to the most specific instructions on their final arrangements. I would be happy to assist you with the details of your plan.
I also share my expertise of how to deal with the IRS. I worked for the IRS for over 34 years as an auditor and as an attorney. I can help you and your small business with your audit questions.