You received a letter from the IRS or FTB, and the panic is setting in. As a shareholder of a CPA practice, I understand your tax situation in its entirety. I represent my clients in front of the IRS, CA FTB, and US Tax Court, and can help you achieve the best possible result for your audit, appeal, or other tax controversy matter.
Avoiding the probate process in California requires a properly-drafted trust. However, that's only the tip of the iceberg. I work with clients to ensure they have properly accounted for all of their assets, and can pass their entire estate free of probate.
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