About Our Law Firm

Mr. Utaski has a Bachelor of Arts Degree from Northwestern University and Doctor of Jurisprudence Degree from Stanford Law School. He is a former IRS Agent with 10 years experience at the Internal Revenue Service. For the past 28 years, he has been in private practice in Cincinnati with an emphasis on federal income tax issues as well as business formation and business agreement issues.

TAX PRACTICE AREAS

  • Failure to file problems and strategies
  • Tax Litigation in U.S. Tax Court and U S District Court
  • Delinquent Employment (Payroll) Tax Issues
  • Representation Before the IRS in Audit, Collection and Criminal Investigation Matters
  • Return preparation (Form 1040)
  • Offers in Compromise
  • IRS Liens, Levies and Seizures
  • Business and Individual Tax Return Preparation
  • Stock Option Planning
  • Alternative Minimum Tax Issues
  • Estate and Gift Tax Return Preparation (Forms 706 and 709)
  • Estate and Trust Income Tax Returns (Form 1041), return preparation and planning issues, e.g., choice of fiscal year
  • Charitable Remainder Trust Returns and Administration (Forms 1041A and 5227), charitable trust planning, drafting and return preparation
  • Foreign Accounts – Post Amnesty

BUSINESS PRACTICE AREAS

  • New Business Consulting and Formation Issues
  • Business Agreements Including Buy/Sell Agreements
  • Choice of Entity Planning
  • Limited Liability Companies
  • Return Preparation for Corporations, Partnerships, Limited Liability Companies, and Schedule C – Self Employed Individuals
  • Covenants Not to Compete
  • Representing Clients in Sale or Purchase of a Business