Our professional Service Categories

As licensed legal professionals, we routinely represent clients in legal matters that are may be privileged in nature such as:

• U.S. Patent and Trademark Office, Trademark Application; 
• U.S. Patent and Trademark Office, Office Action Response; 
• U.S. Copyright Office, Copyright Application; 
• Various State Trademark Applications;
• Various State Copyright Applications;
• Various State "Doing Business As" Applications;
• Various County "Doing Business As" Applications;
• Various State "Name Reservation" Applications;
• Various State "Change of Registered Agent/Address" Applications;

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

• outside general legal counsel;
• effective business plan drafting; 
• entity selection;
• corporate governance;
• mergers and acquisitions;
• business succession planning;
• employee benefit plan eligibility;
• risk management; 
• legal due diligence procedures;
• operational due diligence procedures;
• simple wills and directives; or,
• family succession planning.

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

• Form 12153, Request for a Collections  Due Process Hearing;
• Form 433-A, Collection Information Statement for Wage Earners and Self Employed Individuals; 
• Form 433-B, Collection Information Statement for Business; 
• Form 656, Offer in Compromise; 
• Form 9465, Installment Agreement Request;
• Response to CP508C, Seriously Delinquent Tax Debts Certified to the U.S. Dept. of State; 
• Form 12277, Application for Withdrawal of a Filed Tax Lien;
• Form 8857, Request for Innocent Spouse Relief;
• Form 3949-A, Information Referral (Report Suspected Tax Law Violations); 
• Form 1024, Application for Recognition of Exemption under Section 501(a) or 521;
• Form 1023, Application for Recognition of Exemption under Section 501(c)(3); or
• Form SS-4, Application for Employer Identification Number.

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

• strategic tax avoidance or deferral;
• strategic tax modeling; 
• aggressive tax planning/reserves planning;
• tax opinion letter writing; or, 
• tax due diligence.

As paid tax preparers, we routinely assist U.S. taxpayers located anywhere in the world in tax compliance matters that are confidential and not privileged in nature such as:

• Preparing significant back taxes;
• Preparing back taxes for U.S. immigration purposes;
• Form 1040, U.S. Individual Income Tax Return Preparation; 
• Form-ES, EstimatedTax Payments;
• Form 4868, Application for Automatic Extension of Time to File; 
• Form 4506-T, Request for Transcript of Tax Return;
• Form 8822, Change of Address; 
• Various State Comptroller of Public Accounts "Change of Registered Agent/Address" Applications;
• Form 05-102, Texas Franchise Tax Public Information Report (PIR);
• Form 05-167, Franchise Tax Ownership Information Report (OIR); or
• Texas Form 01-133, Application for Sales and Use Tax Resale Certificate .

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

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

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

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

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

• American Bar Association | Virtual Settlement Week.

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

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

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

• Internal Qualification Process through Our Firm Pro Bono Services.