Austin C. Carlson
Associate

As a licensed attorney and a Certified Public Accountant, Austin’s practice focuses on corporate transactions, tax planning and controversy, and trust and estate planning. He works with domestic and international companies, small businesses, and individuals to form corporations, LLCs, partnerships and non-profit entities, achieve their planning goals and successfully resolve their tax controversies with the IRS and state taxing authorities. Austin also has extensive experience with the Offshore Voluntary Disclosure Program, including the Streamlined Filing Compliance Procedures and assisting clients with all types of foreign account disclosure issues.

Austin frequently gives speeches and presentations discussing tax issues to groups and organizations across the state including, Houston CPA Society, Texas Society of CPAs, State Bar of Texas, Keller Williams Realty, Texas Medical Center Accelerator (TMCx), Rice University Jones School of Business and University of Houston Law Center.

Representative Experience

International Tax Planning and Controversy

  • Offshore Voluntary Disclosure Program Submissions including Streamlined Procedures Submissions
  • International Reorganizations to Optimize Tax Structure
  • Tax Treaty Residency Analysis for Dual Citizens, Resident Aliens, and Non-Resident Aliens
  • Tax Treaty Permanent Establishment Analysis
  • Transfer Pricing

Domestic Tax Planning and Controversy

  • Federal, State, Income and Employment Tax Planning for Businesses and their Owners
  • Internal Revenue Service Audits
  • Voluntary Disclosures
  • Texas Sales Tax Audits
  • Penalty Abatement Requests

Corporate Formation and Transactional Work

  • Formation of Corporations, LLCs, Partnerships, and Non-Profit Entities
  • Limited Liability Company Agreements
  • 1031 Exchanges
  • IRS Non-Profit Exemption Applications

Trust and Estate Planning and Probate

  • Drafting Wills and Ancillary Documents
  • Drafting Trusts for Estate Planning and Tax Planning
  • Probate of Wills with Independent Administration and Muniments of Title

Employee Retirement Income Security Act (“ERISA”)

  • Plan Audits and Corrections through the Employee Plans Compliance Resolution System
  • 409A Compliance and Agreement Drafting
Thought Leadership / News
Honors
  • Tax Section Leadership Academy Graduate (2016 - 2017) 
  • Recognized as a "Rising Star" by the Texas Society of CPAs (2015)
  • Houston CPA Society
    • Young CPA of the Year (2017)
    • Outstanding Speaker Award Recipient (2017)
    • Outstanding Committee Co-Chair of the Year (2014 - 2015)
    • Outstanding Committee Member of the Year (2013 - 2014)
Organizational Involvement
  • Texas Society of CPAs (2012 - present)
    • Board of Directors (June 2015 - present)
    • Federal Tax Policy Committee (2015 - present)
      • International Tax Subcommittee (2015 - present)
    • Relations with the IRS Committee (2013 - present)
  • Houston CPA Society
    • Board of Directors (June 2015 - present)
    • Membership Committee (2012 - present)
      • Vice Chair (2013 - 2014)
      • Chair (2014 - 2015)
  • State Bar of Texas
    • Tax Section (2012 - present)
    • International Tax Committee (2012 - present)
      • Vice Chair (2013)
      • Chair (2013 - present)
    • Tax Section Leadership Academy (2016 - 2017)
  • Houston International Tax Forum (2012 - present)
  • Houston Young Lawyers Association (2012 - present)
    • Scouting Committee (2012 - present)
  • Katie Prairie Conservancy
    • Finance Committee (2015 - 2016)
  • The Women’s Resource of Greater Houston
    • Finance Committee (2015 - 2016)
Education
  • J.D., with honors, The University of Texas School of Law (2012)
  • M.S., Accounting (emphasis in Taxation), Texas A&M University (2009)
  • B.B.A., magna cum laude, Accounting, Texas A&M University (2009)
Bar Admission
  • Texas (2012)
Court Admission
  • United States Tax Court (2015)