PERSONAL CLIENT SERVICES

The firm’s Personal Client Services Group addresses the needs of both our business and individual clients and embodies Metz Lewis’ practical and proactive counseling principles. The group’s services include:

Estate and Succession Planning

Income Tax

Internal Revenue Service Controversies

Executive Compensation

Estate and Fiduciary Litigation

Adoptions

Metz Lewis lawyers have a long and successful history working with the Internal Revenue Service to resolve tax controversies to the best advantage of our clients. Though the IRS has reduced its audit function, our experience has shown that high net worth individuals and estates are frequently audited and they need competent, experienced counsel.

We know that even though a taxpayer has obtained good planning and proper compliance, the IRS may challenge a position taken on an income tax return, a gift tax return, a trust return, or an estate tax return. It is critical that any challenge be contested promptly and thoroughly by a professional who is knowledgeable in dealing with the Internal Revenue Service.

Metz Lewis representation may start at the agent level, work through administrative appeals, and then to litigation if necessary and appropriate.

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