Most likely you identify the need as the result of an event in your business or personal life.  The following are examples of these events:

1. A complex business transaction is considered, such as a business merger, acquisition or re-organization.
2. An international business matter needs addressing, either in-bound or outbound.
3. You receive notice of an IRS or State tax controversy, requiring audit, appellate and/or Tax Court representation.
4. You are getting married or divorced.
5. You are developing a strategic financial plan.
6. You are faced with a complex tax reporting or compliance issue which needs a letter ruling or opinion letter supporting your return positions taken.
7. You are forming a new business, requiring a choice of entity.