Steady, decisive, practical
I think of tax problems like navigating changing tides: clear knowledge of the currents and steady adjustments keep you on course. I bring that same steady, practical mindset to every case; assessing risk, mapping options, and pushing where it matters most.
I represent individuals and businesses across the country in complex federal and state tax matters. Based in Vermont and licensed to practice where my clients need me, I work remotely from coast to coast, from Vermont to California, bringing focused, practical tax representation without unnecessary formality.
How I Can Help
Tax litigation support
Preparing briefs, discovery, and strategy for tax cases when litigation is necessary.
Collections and installment agreements
Resolving liens, levies, and unpaid tax balances; negotiating payment plans and offers in compromise.
Penalties and criminal exposure
Reducing or eliminating civil penalties and coordinating with criminal defense counsel when cases overlap.
Tax planning and compliance
Structuring transactions, advising on reporting obligations, and preventing problems before they arise.
Let's Keep In Touch
Ready to discuss your situation? Reach out for a confidential consultation and discover practical steps tailored to your needs.
Our Expertise
About Me
With over 25 years of experience in the financial services industry, I got my start in financial services with a small family company in 1994 where I learned an enormous amount about how personal finance and tax law works. This lead down a path of research and practice that concluded in the realization that to truly represent the best interest of my clients, my services needed to become more comprehensive. I decided to attend law school and become a practicing lawyer after establishing my financial advising firm, Quantum Leap Capital in Burlington, Vermont.
I offer transparent fee arrangements tailored to the nature of the matter: flat fees for defined tasks, hourly rates for advisory and litigation work, and capped-fee arrangements where appropriate. I discuss costs and billing upfront so there are no surprises.If you’re facing an audit, collections action, penalty notice, or need tax planning help, I’m ready to review your case and pursue a practical resolution. Contact me to schedule a consultation and we’ll chart a clear path forward.