Building Wealth
through Tax Strategies
Representation
Facing the IRS can be daunting, but it doesn't have to be. Samir specializes in representing clients' controversies before the IRS. From audits to appeals, and protecting you through the US Tax Court, as an Enrolled Agent, and U.S. Tax Court Apprentice Samir advocates for your rights. We navigate the intricate IRS processes, aiming to minimize liabilities and seek the best possible outcomes. With the US tax law's complexity, having a knowledgeable partner is a necessity. Schedule a consultation to learn how we can support and represent you in navigating government actions.
Tax Planning
Many people inadvertently overpay their federal taxes due to various factors, such as failing to itemize deductions or not taking advantage of available tax credits. Ensure you're not overpaying your taxes with our customized tax planning services. We offer strategies including eliminating capital gains through Section 1202 qualified small business stock , enjoying tax-free growth in Qualified Opportunity Zones , and deferring up to $280,000 annually through strategic retirement planning . Our expertise allows us to navigate the ever-changing federal tax code to tailor investment strategies that help build generational wealth. Let us help you invest in what matters most.
Business Management
Launching and managing a business demands more than just talent—it requires strategic business acumen. At Persona Tax, we provide comprehensive business management and entity formation services tailored to professionals across the creative economy. From choosing the right business structure to managing operational finances, our decades of experience provides clients with peace of mind, allowing them to focus on their passions. Schedule a consultation to learn how strategic planning can help your business.
Intellectual Property
In the worlds of arts & entertainment your intellectual property is your most valuable asset. At Persona Tax, we specialize in the nuanced tax treatments of intellectual property. We help composers, podcasters, authors, labels, and other creative professionals protect their investment while maximizing tax benefits. We help our clients with amortization and royalty structuring, installment agreements, and capital planning. Partner with us to transform your creative passion into financial strength. Book a consultation with Samir to discuss your intellectual property..
