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AnnaMarie Mitchell helped me when I when the IRS wanted money that I did not have or ability to pay. She successfully negotiated an offer in compromise which saved me many thousands of dollars . Also the lien on my house was removed . I can’t thank her enough . I highly recommend her services to ANYONE in need.

AnnaMarie Mitchell helped me when I when the IRS wanted money that I did not have or ability to pay. She successfully negotiated an offer in compromise which saved me many thousands of dollars . Also the lien on my house was removed . I can’t thank her enough . I highly recommend her services to ANYONE in need.

  • TAX COURT LITIGATION

    When the Commissioner of Internal Revenue has determined a tax deficiency, the taxpayer may dispute the deficiency in the Tax Court before paying any disputed amount.

  • APPEALS REPRESENTATION

    The Office of Appeals is an independent organization within the IRS where taxpayers resolve their tax disputes through an administrative process.

  • AUDIT DEFENSE

    Examination of your tax return by the IRS to verify that your income and deductions are accurate.

  • TAX COLLECTION ALTERNATIVES

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  • MEDIATION

    We offer mediation services to help you resolve your dispute at the earliest possible stage in the audit or collection process.

  • TAX LEVY

    The IRS will typically warn you prior to issuance of a levy. Generally, a levy will be sent to the bank.

  • TAX LIEN

    The IRS will usually file a tax lien if you owe more than $10,000. The lien acts differently than a levy.

  • FL ENTITY FORMATION

    Whether its an LLC, Partnership, or Corporation, our firm will help you draft all the necessary paperwork and give you a tutorial on how to run a business.

PROBATE

  • WHAT IS PROBATE?

    Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts and distributing the decedent’s assets to his or her beneficiaries. There are two types of probate administration under Florida law: formal administration and summary administration.

  • WHAT ARE PROBATE ASSETS?

    Probate administration applies only to probate assets. Probate assets are those assets that were owned in the decedent’s sole name at death, or that were owned by the decedent and one or more co-owners and lacked a provision for automatic succession of ownership at death.

  • WHY IS PROBATE NECESSARY?

    Probate is necessary to pass ownership of the decedent’s probate assets to the decedent’s beneficiaries. If the decedent left a valid will, unless the will is admitted to probate in the court, it will be ineffective to pass ownership of probate assets to the decedent’s beneficiaries. If the decedent had no will, probate is necessary to pass ownership of the decedent’s probate assets to those who are to receive them under Florida law. Probate is also necessary to wind up the decedent’s financial affairs. Administration of the decedent’s estate ensures that the decedent’s creditors are paid if certain procedures are correctly followed.

  • WHAT IS A WILL?

    A will is a writing, signed by the decedent and witnesses, that meets the requirements of Florida law. In a will, the decedent can name the beneficiaries whom the decedent wants to receive the decedent’s probate assets. The decedent also can designate a personal representative (Florida’s term for an executor) to administer the probate estate. If the decedent’s will disposes of all of the decedent’s probate assets and designates a personal representative, the will controls over the default provisions of Florida law. If the decedent did not have a valid will, or if the will fails in some respect, the identities of those who will receive the decedent’s probate assets, as well as who will be selected as the personal representative of the decedent’s probate estate, will be as provided by Florida law.

  • WHAT HAPPENS IF THERE IS NO WILL?

    Someone who dies without a valid will is “intestate.” Even if the decedent dies intestate, the probate assets are almost never turned over to the state of Florida. The state will take the decedent’s assets only if the decedent had no heirs. The decedent’s “heirs” are those who are related to the decedent and described in the Florida statute governing distribution of the probate assets of a decedent who died intestate. If the decedent died intestate, the decedent’s probate assets will be distributed to the decedent’s heirs according to Part I, Chapter 732 of Florida Statutes. The distribution of the decedent’s probate estate under Florida’s intestate laws, is subject to certain exceptions for homestead property and exempt personal property, and a statutory allowance to the surviving spouse and any descendants or ascendants whom the decedent supported. Assets subject to these exceptions will pass in a manner different from that described in the intestate laws.

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AnnaMarie L. Mitchell

Esquire. LL.M.
AnnaMarie has been in the tax controversy and resolution arena her entire professional career. With a LL.M. (Masters in Tax Law) from University of Florida, and a law degree from St. Thomas University with a specialization in tax, AnnaMarie is well qualified to handle any tax issue – both State and Federal. Prior to opening her own tax law firm, AnnaMarie was a Tax Clinic Director at Gulf Coast Legal Services, where she was responsible for all handling all tax issues on the West Central coast of Florida. AnnaMarie has successfully reduced taxpayer liabilities in excess of $71,000,000.00 to date, and is certified to practice law in front of the Florida State Supreme Court, Federal District Court, and US Tax Court. With a client centered attitude focused on results, you can be sure that AnnaMarie is the right tax professional for you.
Of counsel

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David Bauer

Esquire. LL.M.

With proven experience in tax, probate, asset protection, real estate title/escrow, and estate planning, David Bauer delivers custom-tailored wealth management solutions for individuals and corporations.

Mr. Bauer has represented clients in a broad range of tax matters, including international tax, FBAR and offshore voluntary disclosure, estate and gift tax, income tax structuring, mergers and acquisitions, corporate tax and IRS audits.

Mr. Bauer earned his J.D., magna cum laude, from St. Thomas University School of Law, graduating third in his class. He continued his studies at New York University (NYU) School of Law, by earning an LL.M in Taxation, in 2013.

OUR PROVEN FORMULA

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CONSULTATION

If you have unfiled tax returns or are facing IRS or state collection action, we invite you to schedule a free consultation with our team of CPAs and Enrolled Agents who have a proven track record of success.
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INVESTIGATION

Our investigation service includes tax debt investigation, tax compliance report and in-depth tax resolution consultation with a goal to help you get back on your feet fast.
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RESOLUTION STRATEGY

Your tax resolution and financial freedom is our goal! We are dedicated to establishing IRS compliance on your behalf with a goal to achieve the very best possible resolution.
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TAX RELIEF

Your tax resolution and financial freedom is our goal! We are dedicated to establishing IRS compliance on your behalf with a goal to achieve the very best possible resolution.
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AnnaMarie Mitchell helped me when I when the IRS wanted money that I did not have or ability to pay. She successfully negotiated an offer in compromise which saved me many thousands of dollars . Also the lien on my house was removed . I can't thank her enough . I highly recommend her services to ANYONE in need.
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Starting a business in the middle of a recession is no easy task. Also no easy task was getting out of my dilemma with the IRS that came about during those lean early years. AnnaMarie worked tirelessly on my situation and because of her work, I was able to grow a successful business. I can without a doubt stand by a 5 star review of AnnaMarie Mitchell
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AnnaMarie is Amazing!! I showed up at her office heavy hearted and sad because I truly did not have the money the IRS wanted from me. Because of her knowledge she knew exactly what needed to be done, I filled out the proper forms and was able to negotiate a manageable payment plan. I will forever be grateful to her.
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Anytime a person is dealing with the IRS, there is tension, fear, and concern. When Anna Marie Mitchell took my case, she provided the assurance that my problems with the IRS could be solved. Her quiet confidence helped ease a tremendous amount of fear and trepidation. In my opinion, she handled my case with professionalism, compassion and courage.
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