The Law Office of Wendy L. Ferrell, LLC
Estate Planning and Tax
Tax Services
We represent businesses and individuals across a wide spectrum of federal and state tax matters. Our firm is experienced in defending clients facing civil and/or criminal tax investigations and prosecutions by the IRS, Department of Justice, and state revenue agencies.
Legal Services
Benefit from our extensive legal expertise. Contact us to explore how our services can address your legal concerns.
Estate Planning
By leveraging our tax expertise and deep understanding of estate planning, we help clients achieve their financial goals, safeguard their assets, and ensure a smooth transfer of wealth to future generations.
Consultation
Schedule a consultation with us and let us guide you through the complexities of estate planning and tax matters.
Estate Planning & Administration
Wills, Trusts, Powers of Attorney, Tax Planning
As experienced tax attorneys, we offer comprehensive estate planning and administration services, customized to meet each client’s specific needs and goals. Our areas of expertise include:
Succession Planning and Wealth Transfer:
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Crafting personalized strategies to facilitate the seamless transfer of wealth and assets to future generations.
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Advising on lifetime gifts, trusts, and post-mortem estate plans.
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Navigating the complexities of inter-generational transfer strategies, including management and taxation.
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Assisting families with business succession planning for smooth transitions.
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Minimizing family disputes and avoiding probate issues.
Comprehensive Estate Planning:
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Preparing essential documents for new parents, such as Wills, Living Wills, Durable Powers of Attorney, and Trusts.
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Providing sophisticated guidance to minimize gift, estate, generation-skipping transfer taxes, and other wealth-related taxes.
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Designing structures to mitigate future creditor risk.
Business Succession Planning:
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Developing strategies to maximize value, maintain control, and reduce tax liabilities.
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Collaborating with clients and their financial advisors to create customized plans aligned with their goals.
Estate Administration Services:
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Managing probate administration and guiding clients through the legal process.
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Assisting with charitable planning to maximize benefits for both the charity and the estate.
By leveraging our tax expertise and deep understanding of estate planning, we help clients achieve their financial goals, safeguard their assets, and ensure a smooth transfer of wealth to future generations.
Tax Services
Tax Planning, Preparation and Resolution
Tax Planning
We offer comprehensive tax and estate planning services to individuals and businesses. Our clients can benefit from tailored strategies to minimize their tax liability, protect their assets, and ensure a smooth transfer of wealth to future generations. Our expertise in navigating complex tax laws and regulations allows us to identify opportunities for tax savings and optimize financial outcomes. With a focus on personalized service and attention to detail, we provide peace of mind and empower our clients to make informed decisions about their financial future.
Federal Taxes
We represent businesses and individuals across a wide spectrum of federal tax matters. Our expertise encompasses:
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Audits and Appeals: Representing clients before the IRS Examination Division, Appeals Office, and Collection Division.
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Litigation: Handling cases in the U.S. Tax Court, District Court, and Federal Court of Claims.
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Tax Relief: Assisting with offers in compromise, installment agreements, and innocent spouse relief applications.
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Payroll Taxes: Minimizing personal liability for payroll taxes and addressing issues with the IRS.
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Bankruptcy: Utilizing bankruptcy as a strategic tool to resolve tax debts.
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Estate and Gift Taxes: Handling audits, valuations, and payment issues.
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BSA Compliance: Resolving Bank Secrecy Act issues, including 8300 exams.
State Taxes
We also provide comprehensive state tax representation, including:
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Sales Tax: Handling audits, appeals, and litigation related to sales tax.
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Payroll and Withholding Taxes: Representing clients in payroll tax audits and related matters.
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Domicile and Residency: Assisting with domicile and residency cases before state departments of revenue.
Civil and Criminal Tax Investigations and Prosecutions
Our firm is experienced in defending clients facing criminal tax investigations and prosecutions by the IRS, Department of Justice, and state revenue agencies. We handle cases involving:
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Failure to report income
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Fraudulent deductions
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Failure to collect and pay employment taxes
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Failure to collect and pay sales taxes
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Preparing false returns
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Failure to file returns
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Other tax-related offenses
Our commitment is to safeguard our clients' rights and minimize the potential consequences of criminal charges. We work diligently to ensure that the government proves its case beyond a reasonable doubt and that our clients receive fair treatment.
Consultations
To schedule a consultation, please call, send an email to the address below, or complete this webform.
720-254-1053