Tax Shelter Advisory Services for Investors

We can help tax shelter investors by analyzing the transaction BEFORE the deduction is taken (though we can also advise on past deductions) and giving our opinion as to whether the shelter is viable. Our services include settling with the IRS, if necessary and developing strategies to avoid penalties.

Our experienced tax attorneys and former IRS agents evaluate tax shelters against current case law and the IRS code in order to give you the best financial recommendations moving forward.

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Defend Your Shelter

We help investors defend shelters from IRS challenges.

If a settlement needs to be made, we can advise on the best course of action.

If the current deduction fails, we advise about alternative methods to assure tax savings, such as fraud losses, bad debt deductions, and so on, with the objective of deducting ordinary losses.

We can analyze the validity of your shelter to prevent issues down the road. We can tell you whether it will survive IRS scrutiny and what to do if it won't.

Obtain Alternative Write-offs

Assess Shelter Validity

Is your tax shelter in trouble? Get our help.

If you have been defrauded, we can advise on the most likely outcome of your investment and possibly help you get your invested funds through bankruptcy, receivership, self-help and other remedies.

Expert Tax Shelter Advisors

All our representatives are former IRS attorneys, IRS agents, valuation experts and those that worked on the inside of the IRS for years. It is this special knowledge that can help protect you when making these important decisions.

When you register, we ask for your tax shelter documentation. We review those documents and do our own due diligence concerning that shelter.

We then render our opinion as to what strategy you should take in filing your return, dealing with audits, and minimizing any penalties (if disallowed by the IRS) and getting the best settlement if necessary to protect your interest.