Arizona Tax & Estate Planning Firm
Experienced legal counsel to safeguard your wealth & family.
▪︎ Minimize taxes ▪︎
▪︎ Maximize net worth ▪︎
▪︎ Protect your family ▪︎
▪︎ Live a happier life ▪︎
Smart Legal Advice to Help you Build a Better Future.
Estate Planning
Design a personalized plan to protect your assets, minimize taxes, and ensure your wishes are carried out - even when hit by unforeseen circumstances. Gain peace of mind from knowing your family’s future is secure.
Estate Tax Planning
Preserving your wealth for future generations is a delicate balance of tax planning and creditor protection structures, while maintaining uncomplicated control and access to your wealth. We develop tailored strategies to minimize taxes and creditor risks, ensuring that your hard-earned assets benefit your family, not the IRS.
Probate & Trust Administration
Probate and trust administration is complex and emotional. We make it easy as we guide you through the process, promoting family harmony, and relieving stress to ensure your loved one's assets are administered according to their wishes.
IRS Collections & Audit Defense
Facing an IRS audit or collection enforcement action is intimidating. Former IRS agent, CPA and tax lawyer Whitney Sorrell negotiates on your behalf to help you achieve the best possible outcome. His inside knowledge and experience saves you time, money, and unnecessary stress.
Business Formation
Choosing the right business and tax structure is vital to your venture's success. We help you effectively organize your business considering your goals, tax implications, and exposure to risk. And for those enrolling in our Business Shield Maintenance Plan, we help you maintain the integrity of the benefits from creating a business.
Tax-Motivated Bankruptcy
Misfortune comes in waves and sometimes you need a fresh start. We guide you through the process from filing to discharge.
Real client stories.
Real success.
What our clients have to say about working with us.
What to Expect
ONE | Schedule a Consultation
Discuss your situation, uncover unknown risks, and discover opportunities to protect your business, your wealth, and your family.
TWO | Plan Around Problems
Lean on over 30 years of experience to resolve immediate threats and minimize future legal and financial setbacks.
THREE | Achieve your Goals
Live a happier life with tax and estate planning counsel that makes and saves you money.