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

Estate Planning

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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

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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.

Business Transactions

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

Probate & Trust Administration

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

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 a custom solution for each individual client.

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“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 oustanding 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

Small Estate Affidavits: The Basics

Whitney Sorrell, Esq. gives a basic breakdown of when and how to use Small Estate Affidavits; when it is appropriate to use them and the process of using Small Estate Affidavits to transfer real property or collect estate assets. 

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WealthCounsel presents Scholarship Award to Arizona Estate Planning attorney Whitney Sorrell, Esq., CPA

On July 30, 2019, WealthCounsel awarded Arizona estate planning attorney Whitney Sorrell, Esq. for his dedication to Scholarship at its annual Symposium in Boston, MA.