Tax Attorney & CPA in Las Vegas | Estate Planning & Wealth Protection

Depends on your situation. Most business owners and high-net-worth clients save $10,000 to $50,000+ annually through strategic tax planning—sometimes much more.

Common wins:

• S-Corp conversion: $10,000-$30,000+ in self-employment tax savings
• Retirement optimization: SEP-IRA, Solo 401(k), defined benefit plans
• Tax-loss harvesting: Strategic investment timing
• Cost segregation: Accelerated depreciation on real estate
• Charitable strategies: Donor-advised funds, charitable trusts

Your actual savings? Only a tax analysis reveals that.

A basic tax preparer works if you're filing a simple personal return. A CPA attorney makes sense if you:

• Own a business (any structure)
• Make $100,000+ annually
• Have investments or real estate
• Want to minimize taxes
• Need asset protection
• Face IRS issues or back taxes
• Have a complex financial situation

Basic preparers file returns. CPA attorneys structure your entire financial life for tax efficiency AND legal protection. For most business owners, the tax savings pay for our services multiple times over.

Asset protection is a legal strategy to shield your wealth from lawsuits and creditors. One lawsuit can wipe you out if your assets aren't structured properly.

You need it if you own a business, practice medicine, invest in real estate, or have significant wealth. The higher your net worth, the bigger the target.

Common strategies:

• Business entities (LLCs, S-Corps) to separate liability
• Insurance coverage (liability, umbrella policies)
• Trusts (revocable, irrevocable)
• Strategic ownership structures
• Retirement account protection

Critical: Set this up BEFORE you get sued. Once litigation starts, it's too late.

Estate planning includes a will, trusts, and documents that control what happens to your money and who makes decisions if you can't.

What you get:

• Will: How assets transfer and who's in charge
• Trusts: Avoid probate, reduce taxes, protect assets
• Beneficiary designations: Retirement accounts, life insurance, investments
• Power of attorney: Financial and healthcare decision-making
• Guardianship: Care for minor children

For high-net-worth situations, add:

• Charitable trusts
• Family limited partnerships
• GRATs and QPRTs
• Tax-efficient wealth transfer

Without planning, your assets get stuck in probate for months. Proper planning keeps control in your hands and keeps taxes out of your family's way.

Facing the IRS sucks. But you don't handle it alone.

Our process is straightforward:

1. Analyze your situation and all IRS communications

2. Explore options: payment plans, offers in compromise, innocent spouse relief, currently not collectible status

3. Represent you before the IRS during negotiations

4. Reduce penalties and interest where possible

5. Ensure compliance going forward with proper payments and record-keeping

As both a CPA and attorney, we negotiate from both angles—tax and legal. That's stronger than hiring separately. We've resolved unfiled returns, back taxes, audits, collections notices, wage garnishments, bank levies, and tax disputes.

No universal answer. It depends on income, ownership, liability risk, and growth plans.

Quick breakdown:

• Sole Proprietor: Cheap to set up, zero liability protection. Don't do this if you want to protect personal assets.
• Partnership: Same problem—no liability shield.
• LLC: Liability protection, pass-through taxes, flexible. Good for most small businesses.
• S-Corp: Liability protection PLUS huge tax savings. If you make $40,000-$60,000+, you could save $10,000+ annually in self-employment taxes.
• C-Corp: Full liability protection but double taxation. Usually for big companies.

Best move for most: LLC taxed as an S-Corp. Maximum protection, maximum tax savings.

We analyze your situation and recommend what actually works for you. The tax savings usually pay for the consultation multiple times over.

Depends on complexity. Most business owners and high earners benefit from quarterly or semi-annual meetings. At minimum: annual comprehensive tax planning before year-end.

Regular meetings let us:

• Monitor your tax situation and adjust as things change
• Spot planning opportunities before they vanish
• Stay ahead of tax law changes
• Answer questions without waiting
• Keep you proactive, not reactive
• Lock in time-sensitive strategies before December 31

Think of us as your ongoing financial strategist, not just someone you call in April.

Bring relevant documents. Here's the checklist:

• Tax returns: Last 2-3 years (personal and business)
• Business documents: Formation docs, operating agreements, P&L statements
• Income documents: W-2s, 1099s, rental income
• Investments: Brokerage statements, crypto, stock options
• IRS stuff: Any notices, audit letters, collection notices
• Estate documents: Will, trusts, beneficiary designations
• Financial statements: Balance sheet, cash flow
• Assets: Real estate deeds, retirement accounts, valuable property

Don't panic if you're missing something—we'll tell you what we need. More documents = better analysis.

Most important: Come with clear goals and questions. What do you want to achieve? What keeps you up at night? That's what we focus on.

Yes. We serve clients nationwide entirely through phone, video, and secure document sharing.

Your state doesn't matter—tax laws do. We handle federal tax law and multi-state issues. For state-specific compliance, we partner with local professionals in your area while we manage the federal strategy.

What we handle for out-of-state clients:

• Federal income tax planning and preparation
• Estate planning and trusts
• Business structure optimization
• Asset protection
• IRS representation and tax resolution
• Multi-state tax coordination
• Ongoing tax strategy

Nevada, California, New York, or anywhere in between—we can help.