About Our 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