Fouts Financial Group   .   Mary Rae Fouts, EA, CFP®   
Expert Witness and Advisory Services   

24 Years of Experience  .  Impeccable Professional Credentials

          Unbiased and Objective Professional Services

Welcome to Fouts Financial GroupMary Rae FoutsMary's CredentialsExceptional ClientsExpert Witness ServicesLife Insurance & Accidental Death Benefit Insurance LitigationAnnuity LitigationPension Plan Litigation412(e)(3) & 412(i) Pension Plan Litigation419 Welfare Benefit Plan LitigationDisability Insurance Expert Witness & Advisory ServicesFinancial Planning LitigationElder Financial Abuse LitigationCommercial Insurance LitigationLife Insurance & Accidental Death Benefit Insurance Advisory ServicesAnnuity Advisory ServicesFinancial Planning Advisory ServicesTax Expert Witness & Advisory ServicesCommercial Insurance Advisory ServicesProfessional CompensationGrowing Giant SunflowersHike with Titus the DogVisit the Ocean with Titus the DogMeet Titus the DogContact Mary

 

Tax Planning and Taxpayer Representation

Tax Litigation 

Are you searching for an Advisor to address Tax Planning or Taxpayer Representation matters?  Are you searching for an Expert Witness to address Tax Litigation matters?

Mary Rae Fouts, EA, CFP® brings impeccable professional credentials and twenty-four years of extensive financial services experience to her clients.  She has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  Mary is available for travel to all client locations, litigation venues, and arbitration venues. 


Advisory Services:  Tax Planning and Taxpayer Representation

Mary's Tax Planning and Taxpayer Representation Services include analysis, recommendations, reports, and assistance resolving client concerns.  Mary's Advisory Services address technical and complex tax matters involving:
  • Individual Income Tax
  • Divorce
  • Corporate Tax
  • Pension Plans, Welfare Benefit Plans, and VEBA Plans
  • Reportable Transactions, Listed Transactions, and 6707A Penalties
  • Gift Tax
  • Estate Tax
  • IRS and State Taxing Authority Audits
  • IRS and State Taxing Authority Correspondence Issues

Expert Witness Services

Mary Also provides Expert Witness Services for Tax Litigation involving the subject matter listed above.  Mary's Expert Witness Services are provided for civil ligitaiton, arbitration, criminal litigation, and administrative law matters.  To learn more about Mary's Expert Witness Services, please visit Expert Witness Services.

To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Expert Services Overview with Designated Cases and Testimony, please contact Mary at (925) 979-9972.

I sleep soundly because I let Mommy take care of my taxes.

For More Information

Mary welcomes your call at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services.

Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, California 94597
Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  mary@foutsfinancialgroup.com  .  CA Insurance License 0C24544
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