• IRS and State Audits & Appeals • Sales Tax Audits and Appeals • Federal, State, Local Tax Advice • Tax Return Preparation • Non-filer Representation • Section 1031 Tax Deferred Exchanges • Structuring of Business Transactions • Tax Court Litigation • IRS & State Collection Defense • Abatement of Tax Penalties • Individual Tax Planning • Business Tax Planning • Estate Tax Planning
Estate Planning & Probate
• Revocable Living Trusts • Wills • Family Limited Partnerships • Life Insurance Trusts • Charitable Trusts • Powers of Attorney • Trust Administration • Probate Administration • Preparation Estate and Gift Tax Returns
• Formation of Corporations, Partnerships & LLCs • Corporate and Partnership Dissolutions • Choice of Business Entity • Partnership and LLC Operating Agreements • Corporate Shareholder Buy-Sell Agreements • Sales and Acquisitions of Closely Held Businesses • Contracts and Promissory Notes
In the over twenty years that I have been in business, no other outside professional resource has had a greater positive impact on the success of my business than Zachary Epstein. In addition, his services in all other personal financial, estate and tax planning have been very beneficial as well. I feel confident in making a recommendation of Zachary to any small business owner who wants to thrive and benefit from careful and professional planning in all areas of finance, legal, and tax planning.
Over the past 10 years, Zach Epstein has used his skills as a tax attorney and CPA to advise me in a multitude of cases with tax and financial issues, has counseled me in a number of commercial cases and has handled my personal financial affairs as well as that of my office. I recommend him without reservation.
My husband and I have been working with Zach on a number of personal legal matters for over 15 years. He has helped us on a range of issues from simple income tax filings to Life Estate documents, Living Trusts, and complex IRS negotiations. Thru it all Zach is helpful, thorough, detailed and effective while being pleasant, easy going and reasonably priced. We have and will continue to recommend Zach to friends- and he never disappoints.