Peace of Mind for your Estate, Tax, and Business Matters

Estate Planning

Multi Generational Family playing board game

Whether you need a basic estate plan or have a need for more sophisticated strategies, we are here to help you protect your legacy.

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IRS Collections and Audit Defense

Let us help put the threat of the IRS behind you. As a former IRS Revenue Agent turned tax attorney, I know exactly how to aggressively fight and resolve your tax problems.

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Business Transactions

A subtle difference in the formation of a business changes the personal exposure to creditor claims and tax liabilities.

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Probate & Trust Administration

Grieving family walking through a cemetery

Your family will ultimately need to probate your estate or administer your trust.

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Hi, I’m Whitney.

Since graduating from Arizona State University College of Law in 1998, I’ve helped thousands of families and small businesses navigate complex legal issues related to their tax, estate planning, and business affairs.

As a former IRS Revenue Agent and CPA, tax law is the foundation of my practice; knowing the tax implications of business transactions and estate planning strategies gives me the edge needed to tailor the most tax-efficient solution for each individual client.

“Whitney is an excellent listener and asked insightful questions to understand our intent. Attention to detail and planning for all contingincies was prevalent throughout his work. ”

- Claude Z.

“Whitney and his team did an outstanding job helping me quickly settle my late father's estate and make sure the assets were immediately protected after changing hands.”

- Scott S.

From the Blog...

Economic Injury Disaster Loans

The Small Business Administration expanded its EIDL program to include COVID19 as an eligible disaster and eased the requirements.

Paycheck Protection Program

FORGIVABLE low interest loans for small businesses affected by COVID-19.