Business Law

Start-up and small clients to provide one-stop legal and accounting services where appropriate. When a client needs exceed our expertise, we function as general counsel to assist them in finding highly competent professionals who have such expertise.

We also work with new and existing small nonprofits, helping them navigate the maze of federal and state legal and accounting compliance issues facing them.

• Mediation/Alternative Dispute Resolution (ADR)

• Business Successions
• Buying & Selling
• Closely Held Businesses
• Corporations
• Directors' & Officers' Liability
• Franchising
• Joint Ventures
• Limited Liability Companies (LLCs)
• Nonprofits & Tax-Exempt Corporations
• Partnerships
• Professional Corporations
• Shareholders' Rights
• Trade Associations

• Audit Defense
• Corporate Income Taxes
• Excise Taxes
• IRS Disputes
• Negotiating Payments & Settlements
• Payroll Taxes
• Property Taxes (Ad Valorem Taxes)
• Sales Taxes
• Tax Evasion Defense
• Tax Filing & Compliance

• Contract Disputes
• Contract Drafting & Review
• Employment Contracts
• Franchises
• Non-Compete Contracts
• Secured Transactions

Wills, Trusts & Estates

Individuals who seek unbiased information on the variety of issues they face and desire creative, safe and legal ways to safeguard and transfer their assets to their heirs.

• Life Insurance

• Shareholder Disputes

• Audit Defense
• Estate Taxes & Gift Taxes
• Income Taxes
• IRS Disputes
• IRS Filing & Compliance
• Negotiating IRS Payments & Settlements
• Payroll Taxes
• Power of Attorney
• Property Taxes
• Sales Taxes & Use Taxes
• Tax Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate

Bankruptcy

Individuals who seek unbiased information on the variety of issues they face and desire creative, safe and legal ways to safeguard and transfer their assets to their heirs.

• Credit Disputes
• Debt Relief
• Foreclosures

TX, Nov 1982
Bar Number: 10427200

Texas State Courts
U.S. Northern District of Texas
U.S. Tax Court

Texas State Bar

Over 75 hours in seminars focused on estate planning, accounting, tax and business planning.

Helped clients who had significant liability exposure protect their assets without unnecessary complications.
Helped client with significant civil and criminal exposure due to improper legal advice settle issues with multiple potential claimants, without litigation.
Helped clients properly file nonprofit application and resolve IRS objections to application filed by themselves.
Helped form entities for clients to minimize tax liability while maximizing liability protection.
Helped resolve IRS dispute with a client while dramatically reducing IRS claim amount.

1

Texas

I have been in private practice for over 23 years. The firm's focus is on small clients who need legal and accounting advice and have the desire to get that advice from one firm.

I worked for Fox & Co for nine months (necessary to get accounting experience to receive a CPA certificate); formed my own firm afterward with which I am still associated.

I have been and am a member of numerous nonprofit boards providing strategic, legal and accounting advice.

None

(817) 915-0025

Monday through Friday
9:00 a.m. to 5:00 p.m.
After hours by appointment.

No

None.

Varies according to need. After initial consultation, we normally can provide an accurate estimate.

$200 - $250; normally $225

$100 for an hour consultation; usually credited toward legal services if we provide the services to the client.

Varies according to the work and time frame in which the work is provided.