Individuals

Tax Dispute Resolution

Our attorneys represent individuals with tax disputes at the audit level, on appeal, and before the courts, including the U.S. Tax Court and the Massachusetts Appellate Tax Board. Representative tax disputes are discussed below.
We also help individuals minimize their overall tax liabilities.

Income Tax Non-Filers

We assist individuals who have not properly filed their income tax returns.


FBAR Non-Filers

We have experience assisting individuals with foreign bank accounts who have not properly filed Form TD F 90-22.1: Report of Foreign Bank and Financial Accounts.


Domicile Audits

Do you own a second home and reside out of state for part or most of the year? Tax disputes can arise over the duty of part-year residents to file income tax returns and to pay taxes to the Commonwealth of Massachusetts.
 

Penalties Reduction

We have experience with penalty reduction. These include:

• Failure to file your tax return on time
• Failure to file an accurate return
• Failure to pay on time

These penalties apply to income, estate and other taxes. These and similar penalties can often be waived or reduced if the taxpayer has exercised good faith and has made a reasonable effort to comply with the tax laws.
 

Charitable Giving

We help individuals maximize gifts of stock and other property to charities.


Tax Planning

We advise professionals and executives on how to structure their affairs to minimize federal and state income, gift and estate taxes. We focus on practicality and generally will not advise the adoption of a complex estate plan or nonqualified stock option plan, for example, unless the tax savings and other benefits clearly outweigh the costs to create and maintain these plans.