Arizona Tax & Estate Planning Firm
Experienced legal counsel to safeguard your wealth & family.
▪︎ Minimize taxes ▪︎
▪︎ Maximize net worth ▪︎
▪︎ Protect your family ▪︎
▪︎ Live a happier life ▪︎
Life is unpredictable.
Success requires being prepared.
Do you have a plan for aging or unforeseen health issues?
Might your wealth be vulnerable to creditors and excessive taxation?
Do you have trusted legal counsel to consult for important business decisions?
“By failing to prepare, you are preparing to fail.” - Benjamin Franklin
Smart Legal Advice to Help you Build a Better Future.
Estate Planning
Design a personalized plan to protect your assets, minimize taxes, and ensure your wishes are carried out - even when hit by unforeseen circumstances. Gain peace of mind from knowing your family’s future is secure.
Estate Tax Planning
Preserving your wealth for future generations is a delicate balance of tax planning and creditor protection structures, while maintaining uncomplicated control and access to your wealth. We develop tailored strategies to minimize taxes and creditor risks, ensuring that your hard-earned assets benefit your family, not the IRS.
Probate & Trust Administration
Probate and trust administration is complex and emotional. We make it easy as we guide you through the process, promoting family harmony, and relieving stress to ensure your loved one's assets are administered according to their wishes.
IRS Collections & Audit Defense
Facing an IRS audit or collection enforcement action is intimidating. Former IRS agent, CPA and tax lawyer Whitney Sorrell negotiates on your behalf to help you achieve the best possible outcome. His inside knowledge and experience saves you time, money, and unnecessary stress.
Business Formation
Choosing the right business and tax structure is vital to your venture's success. We help you effectively organize your business considering your goals, tax implications, and exposure to risk. And for those enrolling in our Business Shield Maintenance Plan, we help you maintain the integrity of the benefits from creating a business.
Tax-Motivated Bankruptcy
Misfortune comes in waves and sometimes you need a fresh start. We guide you through the process from filing to discharge.
Real client stories.
Real success.
What our clients have to say about working with us.
“Whitney and his entire team were very responsive in solving my tax problems. I would not hesitate in using them for any legal matter in the future. I highly recommend them. ”
“Whitney and his team at Sorrell Law Firm were amazing. They walked us through creating a Trust and made it clear and easy. I highly recommend this team to handle your needs with professionalism and kindness.”
“I needed to be legally protected while settling my mother’s estate & Whitney Sorrell was the BEST choice. I interviewed 6-8 attorney’s and I am very satisfied with my choice to work with Mr Sorrell. He knows his stuff, does his homework & fights for you. He is not intimidated by the opposing team. He negotiates with finesse. I would hire Whitney Sorrell every single time.”
What to Expect
ONE | Schedule a Consultation
Discuss your situation, uncover unknown risks, and discover opportunities to protect your business, your wealth, and your family.
TWO | Plan Around Problems
Lean on over 30 years of experience to resolve immediate threats and minimize future legal and financial setbacks.
THREE | Achieve your Goals
Live a happier life with tax and estate planning counsel that makes and saves you money.
We know that protecting your wealth and family is essential for living a happy life.
But much of life is not in your control, and that creates anxiety about the future. As an experienced tax, business, and estate planning firm, we know that the impact of life’s chaos can be avoided with proper planning. That’s why we’ve helped thousands of people find creative solutions to their current and future legal problems.
The process begins with an initial consultation where we'll discuss your current situation, expose unknown risks, and discover opportunities to safeguard your future. From there, we'll plan around problems by resolving immediate threats and minimizing future legal and financial setbacks. Our top priority is to empower you to live a happier life, secure in the knowledge that you have smart tax counsel that makes and saves you money.
Schedule a consultation today to get started. With our help, you can stop living with unnecessary legal worries and start to live a happier life with the peace of mind your business, wealth, and family is protected.