Our Strategies
We're the Tax Law Firm
Built for Business Owners.
Whether you're facing the IRS or trying to legally minimize what you pay, we have a strategy for that. Two sides of the same coin — and we handle both.
Tax strategy lives at the intersection of business strategy and personal financial strategy. Most firms handle either tax defense or tax planning. We do both — deliberately — because we believe the best defense starts before a problem exists, and the best tax strategy understands where you are, where you want to be, and optimizes for efficiency all along the way. Whether you're facing the IRS right now or trying to build a smarter long-term position, we've built our entire firm around getting you there.
Two Sides of the Same Coin
Tax Defense & Tax Strategy
Tax Defense
You've got a tax problem — an IRS notice, a state agency assessment, or a debt that's compounding faster than you can keep up with. The rules are written one way and enforced another. We know the difference, and that's where your strategy starts.
Tax Strategy
Most business owners are paying more than they legally owe. There's a meaningful difference between filing an accurate return and building a tax strategy that proactively minimizes your taxes — not just this year, but every year. If you're doing this at filing time, you're already too late.
At a Glance
Defense vs. Strategy
Different situations call for different approaches. Here's how the two sides of our practice stack up.
| Tax Defense | Tax Strategy | |
|---|---|---|
| When you need it | You got a letter, a notice, or an unexpected call | You want to keep more of what you earn |
| The goal | Minimize exposure, penalties, and risk | Minimize taxes legally and build wealth |
| Timeline | Driven by IRS or state deadlines | Proactive — best started before tax season |
| Who it's for | Anyone facing an audit, investigation, or tax debt | Business owners and HNW individuals |
| Typical outcome | Case resolved, penalties reduced or eliminated | Lower effective tax rate, optimized structure |
| Our track record | 400+ audits, 100+ appeal victories | $1B+ saved, 150+ corporate transactions |
How We Work
Four Steps. No Runaround.
Free Consultation
A 15-minute call with our team to understand your situation and see if we're the right fit.
Deep Dive
We review your documents, understand the full picture, and identify your options — clearly and directly.
Build Your Strategy
We build your strategy, handle the paperwork, and go to work. You stay informed every step of the way.
Resolve & Optimize
We close the case or implement the plan — and make sure you're set up for long-term success.
See It in Action
Real Strategies. Real Results.
We've helped hundreds of business owners navigate complex tax situations — from seven-figure IRS disputes to multi-state exit planning. See the outcomes for yourself.
View Our Results & Case StudiesBrotman Law — By the Numbers
The Numbers Speak for Themselves
Get Started Today
Book Your Free 15-Minute Call
Schedule a brief call with our team to discuss your situation. We'll assess where things stand and outline your options — confidentially and without obligation.
- Completely confidential — protected by attorney-client privilege
- Every situation is different — you'll receive a custom assessment tailored to yours
- Same-day and next-day appointments available