Tax consultations for attorneys and their clients.
Robert Mayeri is licensed in Alabama as an attorney and as a CPA. He provides tax consultations to other attorneys on their clients’ matters.
Matters suited to a referral
- An IRS audit or notice for a client whose other matters you handle
- An entity selection or business sale in which the tax effect drives the transaction
- An estate in which probate and the tax returns proceed together
- A divorce in which a business must be valued and divided
- A tax plan that requires legal documents
The referral consultation
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Initial call
Call with an outline of the matter. Please omit confidential details until a conflict check is complete.
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Fit and next step
Mr. Mayeri will advise whether the matter fits and what the next step would be.
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Terms in writing
If the firm is engaged, your client receives the steps and the fee in writing.
Licenses and memberships
Robert Mayeri
Attorney, licensed in Alabama
Certified public accountant, licensed in Alabama
Member, Birmingham Bar Association
Member, Alabama Society of CPAs
J.D., Birmingham School of Law