Law Office of Aubrey Hone

The Law Office of Aubrey Hone has two primary focus areas: 1) resolving tax disputes, and 2) estate planning. I help my clients find peace of mind and financial security through creative solutions to their tax disputes. I find solutions that are both feasible and practical given their specific circumstances and goals. I also help my clients find peace of mind through proper estate planning designed to protect their families and loved ones while avoiding probate and transfer taxes wherever possible.

I started my law practice in 2010 because I am passionate about helping my clients find peace of mind.

Tax Disputes:

I represent clients in federal and state tax matters including collections, audits, appeals, and court litigation.

I assist clients in obtaining:
• installment agreements or payment plans
• approval of an offer in compromise
• release of a tax lien
• abatement of penalties

I also represent clients with unique tax issues, such as disputes over personal liability with regard to trust fund taxes (payroll taxes), undisclosed offshore accounts, employee classification disputes, and criminal tax matters.

Estate Planning:

For an estate plan, I forward prospective clients an estate planning questionnaire and schedule an initial consultation. At the initial consultation we review the questionnaire and discuss the client's needs and goals. Once I have been retained, we have a design meeting to map out the actual estate plan according to the client's needs and desires. I then draft the estate plan documents and meet with the client to review them. After that meeting, any necessary changes are made and the documents are signed and formalized. I will then process and compile the signed documents and deliver an estate planning portfolio to the client. Please note that each client is unique and therefore each estate plan is slightly different based on the specific needs of each client.