Sophisticated Tax Advice, Controversy Defense, and Planning Solutions

Calvert Law Firm is proud to have two attorneys who have received the prestigious Master of Laws (LL.M.) in Taxation from New York University, the nation’s leading graduate tax program. This advanced tax expertise sets our firm apart and ensures that clients receive the highest level of knowledge and service when facing complex tax issues.

Taxes affect nearly every aspect of your business and personal finances—from day-to-day operations to major transactions, estate planning, and litigation. At Calvert Law Firm, our attorneys have the tax skills to optimize outcomes and minimize liabilities for individuals, families, and businesses. We offer practical, strategic guidance for:

• Mergers and acquisitions
• Purchase and sale of assets
• Entity formation and restructuring
• Estate planning and wealth transfer
• Litigation with tax implications

Tax Controversies

When clients face audits, disputes, or litigation with the IRS or state and local tax authorities, our team is ready to safeguard their rights at every stage of the process. We understand how stressful tax controversies can be—and we bring both legal and technical tax experience to every matter.

Our tax controversy services include:

• Tax Audits:
  Representation and guidance during federal or state tax audits, including appearing before agencies and advocating for fair, efficient resolutions.
• Tax Disputes and Appeals:
  Strategic counsel in challenging tax assessments, penalties, or other adverse determinations, including administrative appeals and court proceedings.
• Tax Litigation:
  Advocacy for our clients’ interests before tax courts, administrative agencies, and in federal, state, and local litigation.

We recognize the significant impact tax controversies can have on our clients’ financial well-being and peace of mind. With deep expertise, attention to detail, and a results-driven approach, we work to achieve optimal outcomes in every tax dispute.

Tax Planning

Proactive tax planning is essential for both individuals and businesses. Our attorneys’ advanced degrees in tax law allow us to deliver sophisticated planning strategies that minimize tax liabilities, maximize savings, and help you achieve your financial goals.

Our tax planning services include:

• Structuring estate plans, wealth transfers, and charitable gifts for maximum tax efficiency
• Advising on business entity formation, restructuring, and succession planning
• Structuring mergers, acquisitions, and asset sales with an eye toward tax savings
• Navigating complex federal and state tax laws to benefit your business or family

At Calvert Law Firm, we are committed to providing top-tier tax law counsel—backed by NYU-trained LL.M. attorneys and decades of experience in high-stakes business and tax matters. Whether you need guidance for a tax audit, a dispute, or proactive planning, our team is here to protect your interests.