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As licensed attorneys, we routinely represent clients in legal matters that may be privileged, private and confidential  in nature, such as:

• Legal Consultations; 
• Public Records Search (Comprehensive); 
• Outside Legal Counsel: General Advisory; 
• Legal Subscription: "Phone-A-Lawyer";
• Contract Review;
• Contract Drafting; 
• Legal Structuring Model;
• Legal Due Diligence Model;
• Simple Business Legal Formation (Domestic, For Profit, Single Member LLC); 
• Advanced Business Legal Formation (Domestic, S-Corporation/Partnership); 
• Complex Entity Legal Formation (Domestic, C-Corporation/Not For Profit Organization);
• U.S. Patent and Trademark Office, Trademark Application; 
• U.S. Patent and Trademark Office, Office Action Response; 
• U.S. Copyright Office, Copyright Application; 
• State Trademark Applications;
• State Copyright Application;
• State "Doing Business As" or "DBA" Application;
• State "Name Reservation" Application; or,
• County "Doing Business As" or "DBA" Application;

As licensed and credentialed tax attorneys, we routinely represent taxpayers in tax law matters that may be privileged, private and confidential in nature, such as:

• Tax Representation Consultation; 
• Public Records Search (Tax); 
• Outside Legal Counsel: Tax Advisory;
• Tax Representation Subscription: "Phone-A-Tax Lawyer";
• Simple Business Tax Formation (Domestic, For Profit, Single Member LLC); 
• Advanced Business Tax Formation (Domestic, S-Corporation/Partnership); 
• Complex Entity Tax Formation (Domestic, C-Corporation/Tax Exempt Organization);
• State "Change of Registered Agent/Address" Amendment;
• Comptroller "Change of Registered Agent/Address" Amendment;
• Tax Reinstatement; 
• Worker Classification Analysis; 
• Nexus Analysis (Multi-State Tax Exposure Review);
• Tax Notice Review and Interpretation; 
• Form 12153, Request for a Collections  Due Process Hearing;
• Form 8857, Request for Innocent Spouse Relief;
• Form 656, Offer in Compromise; 
• Form 9465, Installment Agreement Request;
• Form 433-A, Collection Information Statement for Wage Earners and Self Employed Individuals; 
• Form 433-B, Collection Information Statement for Business; 
• Form 12277, Application for Withdrawal of a Filed Tax Lien;
• Response to CP508C, Seriously Delinquent Tax Debts Certified to the U.S. Dept. of State; 
• Representation before IRS Collections and Appeals; 
• Representation before the United States Tax Court;  or
• Form 3949-A, Information Referral (Report Suspected Tax Law Violations).

Under highly regulated circumstances, and as credentialed tax professionals, we represent taxpayers in tax law matters that may be highly regulated, privileged, private and confidential in nature, such as:

• Tax Due Diligence Model;
• Tax Structuring Model;
• Strategic Tax Avoidance or Deferral; 
• Aggressive Tax  / Tax Reserve Planning; 
• Tax Opinion Letter Writing; 
• or Criminal Tax Defense.  

As credentialed tax professionals, we routinely assist U.S. taxpayers located anywhere in the world in tax compliance matters that are not privileged per se and rather are private and confidential in nature, such as:

• Tax Compliance Consultation;
• Tax Compliance Subscription: "Phone-A-Tax Professional";
• Form 1040, U.S. Individual Income Tax Return Preparation; 
• Form 1040, U.S. Individual Income Tax Return Preparation; 
• Form 1065, U.S. Return of Partnership Income; 
• Form 1120, U.S. Corporation Income Tax Return; 
• Form 1120-S, U.S. Income Tax Return for an S Corporation; 
• Form-ES, Estimated Tax Payments;
• Form 4868, Application for Automatic Extension of Time to File; 
• Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax Information and Other Returns; 
• Form 4506-T, Request for Transcript of Tax Return;
• Form 8822, Change of Address; 
• State Comptroller of Public Accounts "Change of Registered Agent/Address" Applications;
• Form 05-102, Texas Franchise Tax Public Information Report (PIR);
• Texas Form 01-133, Application for Sales and Use Tax Resale Certificate;
• Simple Back Taxes (3 years non-filing);
• Advanced Back Taxes (4-7 years non-filing);
• Complex Back Taxes (7-10+ years non-filing); 
• Preparing back taxes for U.S. immigration purposes; 
• Payroll tax subscription; 
• Foreign Asset and Information Reporting (FBAR / FATCA); 
• Beneficial Ownership Reporting (BOI); or 
• Other Tax Compliance Function.

As certified mediators, we routinely assist parties as a neutral third-party in alternative dispute resolution matters that may be private and confidential in nature, such as:

• Basic Mediation Conference (2-Hour, Virtual);
• Advanced Mediation Conference (4-hour/Half-Day, Virtual); or
• Complex Mediation Conference (Full-Day, Virtual/In-Person).

Notably, we regularly facilitate mediation conferences in matters involving 

• personal injury;
• business disputes; 
• partnership disputes; or 
• as a method offered in instances where alternative dispute resolution is required or would be strategically more beneficial for the parties.

As business consultants, we routinely assist clients in business matters that may be confidential in nature, such as:

• Business Matter Consultation; 
• Notary Public Services; 
• Public Records Search (Comprehensive Business);
• Operational Readiness (SWOT Analysis);
• Registered Agent Subscription; 
• Template Forms; 
• Document Preparation;
• Marketing Strategy; 
• Digital and Print Advertising; 
• Website and Content Development; 

As pro bono volunteer tax attorneys, we routinely assist taxpayers in pro bono tax representation matters that may be privileged, private and confidential in nature, such as:

• American Bar Association | Virtual Settlement Week.

As pro bono credentialed tax professionals, we routinely assist taxpayers in pro bono tax compliance matters that may be private and confidential in nature, such as:

• Volunteer Income Tax Assistance Program | Low-Income Taxpayer Clinic.

As pro bono attorneys, we routinely assist recipients in pro bono legal matters that may be privileged, private and confidential in nature, such as:

• Houston Bar Association | Houston Volunteer Lawyers (Tax Cases); 

As licensed attorneys committed to public service, we regularly assist individuals in pro bono matters that may be privileged, private and confidential in nature, such as:

• through Our Firm Internal Qualification Process for Pro Bono Services; 
• Utilize Our Firm Intake Questionnaire and Our Firm Upload Tool as necessary to qualify.