Charitable foundation and nonprofit advisory
501(c)(3) formation, private foundations and tax-exempt compliance
Trusted tax attorney for IRS disputes and complex tax planning
Jacob SimanyTax attorney · Former IRS Office of Chief Counsel
At Simany Law, we use the Tax Code intentionally, providing discreet, innovative solutions for clients involved in IRS disputes or engaged in complex tax planning.
Founded by Jacob Simany, a former attorney with the IRS Office of Chief Counsel. Serving high-net-worth individuals, entrepreneurs and businesses nationwide.
Why clients choose Simany Law
Former IRS insider
Years with the IRS Office of Chief Counsel give rare insight into how tax cases are developed, negotiated and resolved.
Tailored strategies
Every step is purposeful, defensible and aligned with your larger financial objectives.
Complete confidentiality
Sensitive matters handled discreetly, from the first call to final resolution.
White-glove service
A boutique practice, with an attorney directly involved in every case.
About us
The story that distinguishes us
After years working with the IRS Office of Chief Counsel, Jacob Simany identified a disconnect between taxpayers and competent tax professionals. Simany Law was established to bridge this gap, providing clients with legal support grounded in practical IRS experience.
Today, the firm is trusted by high-net-worth individuals, entrepreneurs and businesses nationwide for its discreet and clear handling of sensitive tax matters. Our priority is on achieving results, building relationships, and safeguarding our clients’ financial integrity, not on volume.
Services
From defending you before the IRS to planning the next generation of your wealth, every matter is handled by an attorney who knows the tax system from the inside.
IRS tax controversy and resolution
Audit defense, penalty abatement, levy and lien releases, offers in compromise, appeals, installment agreements and more.
- Tax controversy and litigation
- Tax resolution
- Audit representation
- Penalty abatement
- Levy and lien release
- Offers in compromise
- State tax defense
Tax planning and private client advisory
- Business succession planningExit planning, wealth transfer and the sale or purchase of a business.
- Tax preparation and complianceIndividual, partnership and corporate returns, FBAR/FATCA reporting and bookkeeping.
- Taxation and advisoryAdvanced tax planning, structuring, Section 1031 exchanges, Opportunity Zones and tax opinions.
- Estate planningTrusts and wills, probate avoidance and estate tax planning.
- Business structuring and formationEntity selection (LLC, S-Corp, C-Corp, partnerships), reorganizations and M&A.
- Retirement planning made simpleSelf-directed IRAs, Traditional and Roth IRAs and 401(k) structuring.
- Charitable foundation and nonprofit advisory501(c)(3) formation, private family foundations and tax-exempt compliance.
- Private client servicesEstate and wealth preservation, tax planning and asset structuring for high-net-worth families.
How we work
Four clear stages, from your first confidential conversation to lasting stability.
Free consultation
Start with clarity and confidence. Book a private consultation to go over your tax issues, consider your options and receive an honest evaluation from an experienced tax attorney.
Case investigation
Every successful outcome starts with accuracy. We carefully review your tax history, filings and IRS correspondence to gather the facts, spot risks and build a solid strategic position.
Tax resolution
Strategic representation backed by insider IRS experience. We handle everything from audits to appeals, guiding each stage with skill and discretion to resolve disputes effectively.
Financial freedom
Our aim is restoration. Through proactive planning and long-term advice, we help clients overcome tax difficulties and achieve lasting financial stability and peace of mind.
Tax Intelligence
Practical guidance on IRS matters and tax strategy from Simany Law.
Tax preparation and compliance
Accuracy, insight and efficiency
Private client services
Tailored wealth and tax strategies for high-net-worth individuals
Request a confidential consultation
Speak directly with Jacob Simany about your IRS matter or tax planning. Every conversation is discreet.