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Exceptional Collaborative Services Provided by Freeman Tax L

Freeman Tax Law provides a unique multidisciplinary approach to managing client tax services.

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Exceptional Collaborative Services Provided by Freeman Tax L

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  1. Exceptional Collaborative Services Provided by Freeman Tax Law

  2. Freeman Tax Law Tax attorneys provide a necessary service for clients who require professional legal assistance with important tax matters regarding their personal or business finances. However, one boutique law firm is breaking the mold by offering more than just legal services and representation. Freeman Tax Law, founded by Jeffrey S. Freeman, J.D., L.L.M., provides a unique combination of legal and accounting services through a project-based approach to each case.

  3. Managing Foreign Tax Affairs The law firm has a strong background and expertise in foreign taxes and has assisted many clients who need help navigating the recent updates and requirements that are a result of the Foreign Accounts Tax Compliance Act (FATCA). This law recently went into effect in 2014 and basically requires foreign financial institutions such as banks, investment groups, mortgage groups, and more to provide detailed records regarding accounts with account holders, beneficiaries, or signatories from the United States.

  4. Managing Foreign Tax Affairs (Cont.) Foreign financial institutions are quickly stepping up to meet compliance, leaving some clients wondering what steps they need to take to ensure they are in good standing with the IRS regarding their past and current tax reports. Freeman Tax Law provides experienced legal and financial services to ensure clients are in full compliance with tax laws such as FATCA.

  5. A Unique Approach What sets Freeman Tax Law apart from other tax law firms is that they are able to represent clients before the IRS and to prepare and file tax documents in house. The law firm employs a team of professionals including lawyers and certified public accountants (CPAs) to provide an extra level of service, conveniences, and reliability. An entire team of legal and financial professionals are assigned to each client to ensure every aspect of their tax compliance process is properly executed. The approach was developed by Mr. Freeman as a result of his divers experience with international tax law and financial accounting firms. The multidisciplinary approach has been well received by clients and by the IRS. The firm has been commended for their efficient reporting, organization, and communication processes.

  6. A Unique Approach (Cont.) The reason the law firm is able to work so effectively is because of their collaborative approach to each client’s needs. A team of professionals is assigned to each client. This team includes an attorney, a CPA, and a CPA-certified project manager. Each project manager ensures the team works collaboratively and has the legal and financial expertise to oversee both aspects. Consequently, Freeman Tax Law is able to represent the client before the IRS and also has CPAs on staff in house to prepare and file amended tax returns, prepare and file FBAR Forms (Fincen Form 114), and draft the disclosure narrative and other necessary documents related to foreign tax matters.

  7. ABOUT FREEMAN TAX LAW Freeman Tax Law is a boutique tax law firm with national exposure equipped to handle all domestic and international tax law matters. At Freeman Tax Law, the attorneys and professional staff have vast experience with foreign tax compliance, international tax planning, and resolving tax controversies involving offshore banking matters. Freeman Tax Law helps taxpayers and foreign entities become in compliance with laws such as Foreign Account Tax Compliance Act (FATCA) and Offshore Voluntary Disclosure Program (OVDP). In addition to handling complex tax controversies, the Freeman Tax Law team has extensive expertise in assisting clients with wealth management and estate planning.

  8. Our Locations Atlanta, Georgia Austin, Texas Birmingham, Michigan Boston, Massachusetts Charlotte, North Carolina Chicago, Illinois Cleveland, Ohio Dallas, Texas Denver, Colorado Greenwich, Connecticut Houston, Texas Irvine, California Las Vegas, Nevada Los Angeles, California Miami, Florida New York, New York Palo Alto, California Phoenix, Arizona Pleasanton, California San Antonio, Texas San Diego, California San Francisco, California San Jose, California Short Hills, New Jersey Tampa, Florida Washington DC International Locations: Basel, Switzerland Bern, Switzerland Geneva, Switzerland Zurich, Switzerland

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