I assist start-ups, small to medium-sized businesses and individuals in developing legal & financial strategies by providing one-stop legal, tax and accounting services. I counsel people on how to legally protect their assets through estate planning, etc.
I have been in private practice for over 30 years. The firm's focus is on small and medium-sized clients who need legal and accounting advice and have the desire to get that advice from one firm.Example cases
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.
2261 Brookhollow Plaza
Arlington TX 76006
$100 for a one-half hour consultation; usually credited toward legal services if we provide the services to the client.
Varies according to need. After initial consultation, we normally can provide an accurate estimate.
$200 - $250
Monday through Friday
9:00 a.m. to 5:00 p.m.
After hours by appointment.
I like the challenge of helping a client maneuver around the system and use the system to beat itself--the best area to do that is in tax law.
The more informed the client is, the better I am able to provide accurate legal and accounting advice, especially tax advice.
I do this on a regular basis.
I have done so numerous times, with appropriate disclaimers.
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.
In addition to being an attorney, I am also a CPA. Being involved in charity work helps me to understand people's needs and the pressures they face; I have done financial counseling for people facing financial crises. I have also been in senior management for numerous companies in the midst of operating law firm.
I can predict future problems and find solutions to solve them. I understand the nature of small businesses and the pressure they face.
Golf, tennis, travel.
Bar Number: 10427200
Southern Methodist University School of Law
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