We provide legal, tax, and estate planning advice to individuals and small businesses. We represent entrepreneurs, start-ups, emerging companies, and established companies in a variety of industries. For some clients, we act as their full-service outside general counsel when they do not have either the need or the budget for an in-house general counsel.

 We offer a variety of services, including:

• Tax return preparation for individuals, businesses, estates, and trusts;
• Tax planning, including advice on exercising stock options and efficiently disposing of assets;
• Estate planning and gift tax advice, including drafting of wills and trusts, and other wealth preservation opportunities;
• Advice on business entity options and capital structure (e.g. LLC v. S-corp);
• Consultations regarding potential investment opportunities, shareholder/partnership/joint venture and operating agreements;
• Strategic planning for long-term business growth, including cash flow projections, and advice on how to streamline operations and finances; and
• Representation of clients being audited by the IRS, as well as state and local tax authorities.

For each client, we focus on providing personalized, comprehensive advice. We understand the importance of making sure our clients are involved in making their own legal, tax, and financial planning decisions. Accordingly, personalized, client-specific service is our main objective. We will communicate with you, educate you, and encourage you to ask questions.

Accounting, auditing, and bookkeeping services are offered by our affiliate, The Carroll C.P.A. Firm, P.C.  To request more information on those services, please send an email to info@thecarrollcpafirm.com.