Estate Planning - I provide estate planning services for Georgia and North Carolina residents. Estate planning can include a will-based plan or a trust-based plan, depending on your life circumstances, your budget, and your wishes. My engagements begin with a Walk With Walker Planning Session. This session takes about 2 hours where we go over an inventory and questionare that you complete a few days prior to our planning session. I'll explain what will happen to your assets and your loved ones under your current circumstances and equally important, cover what you would like to happen and make a plan for that.
For clients in North Carolina and in Georgia but outside of the Atlanta Metro area I will conduct telephonic or virtual meetings and send your final documents with detailed instructions on how they should be executed.
IRS Tax Controversy - I offer representation before the IRS on your behalf. I communicate directly with IRS employees to move your case to resolution. My focus is on taxpayers who are being audited by the Internal Revenue Service, or who have a case in front of the IRS Appeals Division or before the United States Tax Court. Schedule a free 15-minute discovery call to see if I can help you.
I also provide legal coaching and consultations on federal tax controversy matters. I consult with CPAs and attorneys, and work directly with clients who are representing themselves before the IRS Compliance or IRS Appeals functions, or before the U. S. Tax Court. I will advise you on the best way to respond to inquiries, what your options are, what your end game should be, what documents you should request from the IRS, and more.