Tax Planning, Taxation Issues, and Tax Litigation Attorneys in Naples, Florida

Closely Held Business Taxation Planning

Closely held businesses form the backbone of Florida’s economy, and proper tax planning is essential to their success. At Jostock & Jostock, we provide specialized tax advice for family-owned and privately held companies across a variety of industries.

Our attorneys assist business owners in:



• Structuring entities to achieve optimal tax efficiency
  
  
• Implementing buy-sell agreements and succession plans that minimize estate and gift taxes
  
  
• Coordinating shareholder agreements and ownership transfers
  
  
• Planning for capital gains and depreciation strategies
  
  
• Advising on distributions, compensation structures, and tax elections
  
  

We take a long-term view of each client’s goals, ensuring that your business tax strategies align with both current operations and future succession or estate planning needs. Our firm also works closely with accountants and financial advisors to ensure every decision supports your overall financial plan.

Whether you’re expanding your business, restructuring, or preparing to pass ownership to the next generation, our team provides forward-thinking solutions that help preserve wealth and maintain operational continuity.

Corporate Taxation

Corporate taxation involves a complex web of federal, state, and local regulations. Jostock & Jostock offers proactive and practical legal counsel to corporations of all sizes on tax matters that impact daily operations and long-term growth.

Our services include:

• Advising on corporate formation and structure to minimize tax exposure
  
  
• Providing counsel during mergers, acquisitions, and reorganizations
  
  
• Ensuring compliance with corporate income and franchise tax obligations
  
  
• Handling tax implications of dividends, stock options, and compensation plans
  
  
• Representing corporations in tax audits and IRS disputes
  
  

Our firm’s deep understanding of corporate tax law enables us to identify opportunities for tax savings while mitigating risks. We help ensure that your corporate strategies align with evolving tax codes and that your filings remain accurate and defensible.

For businesses involved in multi-state or international operations, our attorneys can also assist in coordinating tax compliance across jurisdictions, preventing unnecessary penalties or double taxation.

Pass-Through Entity Taxation

Many Florida businesses — including S corporations, partnerships, and limited liability companies (LLCs) — operate as pass-through entities, where income and losses “pass through” directly to owners’ personal tax returns.

While this structure offers flexibility and potential tax benefits, it also requires careful planning to ensure compliance and efficiency.

Our attorneys advise clients on:

• Selecting the most advantageous entity type for tax purposes
  
  
• Managing distributions, basis calculations, and allocations of income
  
  
• Navigating IRS rules governing S corporations and partnerships
  
  
• Structuring multi-member LLC agreements to balance control and liability
  
  
• Coordinating entity tax strategy with personal income tax planning
  
  

We stay current on legislative changes, including those related to the Tax Cuts and Jobs Act (TCJA) and state-level tax reforms, ensuring that your business remains compliant while benefiting from available deductions and credits.

At Jostock & Jostock, P.A., we work closely with business owners and investors to develop customized, tax-efficient structures that support both short-term goals and long-term growth

Income Taxation Planning & Consulting

Effective income tax planning is essential to building and preserving wealth. Our firm provides strategic guidance to individuals, families, and business owners in managing their tax obligations and optimizing after-tax returns.

We offer personalized consulting in areas such as:

• High-net-worth income tax planning
  
  
• Capital gains and loss management
  
  
• Charitable giving strategies and donor-advised funds
  
  
• Retirement distribution planning
  
  
• Tax-efficient investment and real estate planning
  
  
• Coordination with estate and gift tax strategies
  
  

We also assist trustees and executors with fiduciary income tax reporting to ensure estates and trusts comply with IRS requirements.

Our attorneys combine legal and financial insight to provide clear, actionable tax advice that minimizes exposure and aligns with your broader wealth planning objectives.

Tax Litigation

When disputes arise with the Internal Revenue Service (IRS) or the Florida Department of Revenue, you need experienced legal representation to protect your rights and financial interests. At Jostock & Jostock, P.A., our attorneys have extensive experience handling tax controversies at both the administrative and judicial levels.

Our tax litigation services include:

• Representation in IRS audits and examinations
  
  
• Assistance with appeals, collections, and offers in compromise
  
  
• Defense in civil and criminal tax investigations
  
  
• Litigation involving income, estate, gift, and employment taxes
  
  
• Negotiation of installment agreements and penalty abatements
  
  

We understand the stakes involved in tax disputes and take a proactive approach to resolving them. Whenever possible, we aim to achieve favorable settlements without the need for prolonged litigation. However, when courtroom representation becomes necessary, our attorneys are fully prepared to advocate vigorously on your behalf.

Our deep familiarity with IRS procedures and tax court litigation ensures that clients receive well-informed, effective representation throughout the entire process.

Why Choose Jostock & Jostock for Tax Law in Naples, Florida?

• Extensive Tax Experience: Our attorneys possess decades of experience in complex tax law, from planning to litigation.
  
  
• Comprehensive Services: We provide full-spectrum counsel covering business, corporate, estate, and personal taxation.
  
  
• Proactive Strategies: We identify potential issues before they arise, protecting your assets and financial well-being.
  
  
• Collaborative Approach: We work closely with accountants, advisors, and fiduciaries to implement cohesive tax strategies.
  
  
• Local Insight, National Reach: Based in Naples, Florida, we serve local clients while handling federal tax matters across the U.S.