2600 N. Military Trail, Suite 270, Boca Raton, Florida 33431
Tel: (561) 368-1113  |  Fax: (561) 998-9557
 



Handling the toughest,
most sophisticated tax cases



Tax Planning Strategy



Defending clients before
the Internal Revenue Service



Richard S. Lehman, P.A.,
is limited to matters involving all areas of Federal Income, Estate, and Gift Taxation, and Estate Administration.



RETAINER AGREEMENT

 

Dear Potential Client:

The standard retainer agreement can be downloaded below. 

It is a retainer agreement and a look at some of the procedures that we will follow to make sure that you are aware of all of your options regarding maximizing all tax losses from Ponzi schemes.  The agreement makes sure your tax matter is followed through to completion.  The agreement is subject to change to accommodate each individual situation.

My legal work must be completed in conjunction with your accountant or financial advisor who will be filing your Federal income, Federal estate, or state tax returns that might be affected.  The Firm does not file tax returns.

I welcome your individual responses if you are seriously considering the Retainer Agreement to discuss your individual situation.

DOWNLOAD -
Retainer Agreement for
Richard S. Lehman, P.A.

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