Strategic Tax Planning

Complicated tax issues arise from different activities of daily life. Whether starting a business venture, dealing with a major life event, or developing an estate plan, our personal and business activities have serious tax consequences. Mr. Whittenburg can carefully consider the tax consequences of proposed transactions and often devise creative alternatives for a more advantageous tax position.

Whether a taxpayer is a corporation, partnership or individual filing a tax return containing errors can lead to monetary penalties or even criminal prosecution. Before filing a return containing difficult issues, such as those involved in property transactions, international transactions or the division of partnership tax items, taxpayers should seek guidance as to the proper filing position. Mr. Whittenburg can properly research the issues and efficiently determine the correct return treatment.

Whether it is a federal or state taxing authority there are many ways to settle a dispute. Detailed knowledge of tax procedure and calm, competent negotiation skills are required to adequately deal with the Internal Revenue Service or Texas Comptroller of Accounts during audit, administrative appeal, and litigation. Mr. Whittenburg can help decide the best avenues for a successful resolution of a tax controversy.