8A1X
“Eight Alpha One X”
sine iudicio vel praeiudicio
The Law Office Ricardo R. Ochoa, Esq.
Admitted to:
The State Bar of Texas
December 13, 2018
The United States Tax Court
September 4, 2007
The State Bar of California
September 13, 2006
I offer consultations and legal assistance in Federal Tax matters.
I have 20 years of federal tax law experience and have acted on a wide range of case with significant tax consequences.
I previously served as an IRS Estate & Gift Tax Attorney. Consulting services are also available to tax professionals.
I operate from a digitally native law practice where I am committed to delivering reliable, personalized legal solutions to clients globally.
Our Code of Conduct
SINE IUDICIO VEL PRAEIUDICIO
"Without Judgement or Prejudice"
Our Mission
I will provide vigorous representation conducting myself with fairness and honesty.
Our Culture
We listen. I practice open-listening to hear you, in a safe, non-judgmental manner to assist you without judgment, without prejudice.
We protect your privacy. Operations are founded on respecting the privacy of all past, present and future clients. Stable, prudent legal assistance is provided while protecting your privacy. Absolute discretion is observed on all information divulged under the applicable attorney-client privileges in addition to your identity for private planning matters. Your private matters remain private unless litigated.
We serve at your will. I am committed to delivering thoughtful and pragmatic advice and tailored solutions to avoid, mitigate, or resolve controversies. Here, you will receive direct and personal service that is responsive, nimble, and transparent. We speak directly and expect that you will be receptive to our direct and unfiltered advice. We speak frankly and respectfully so that you may understand and have the tools that are necessary to make important decisions for yourself.
We respect our clients. Life happens. Our Advocacy grows out of respect for our clients who find themselves within trying circumstances regardless of how they got there. We are neutral to your personal decisions, your personal life and your business activities. We appreciate our clients and the interesting work they each bring. We can usually provide actionable assistance to clear up existing controversies and help you with your return to normality.
We are responsive to your calls and messages. All of your contacts to us will be acknowledged and status updates will be provided within 24 hours from the time of receipt.
Federal Tax Controversy & Law
Advice for Federal Tax Controversy and Federal Tax Matters is available globally.
We act in good faith to assist you with maintaining compliance in tax matters and remedying previous errors and omissions. I offer to counsel or assist you to make a good faith effort to determine the validity, scope, meaning or application of the federal tax law. I may counsel you to avoid running afoul of applicable laws, rules and regulations in future endeavors and provide advice on how to remedy presently fouled circumstances.
We will navigate federal tax questions and estate planning with honesty, faith, competence, encouragement, and care throughout the process. Once advised, you must make your own decisions and we will assist you if we can provide more to you in value than what our services will cost. If our services may be of value, we will work together to advance your federal tax controversies to final resolutions; finality.
Wills & Trusts
Complete Estate Planning Services are offered in the Texas Counties of:
Collin, Dallas, Denton, and Tarrant.
Think Through Your Testament
Memorialize Your Testament
Make Your Will Precede State Statutes
I serve as a non-judgmental counselor to work with you in this process.
I’ll work together with you, to provide clarity and a roadmap for the estate plan of your choosing so that your intentions are met based on your decisions and station.
WE COME TO YOU
Estate Plan
We will send you a questionnaire to gather general information. We will discuss and explain the significance of dispositive provisions and make your intentions into actionable items. With actionable directives, we will prepare a complete estate plan consisting of a Will & Trust with Powers of Attorney (Medical and Financial). We will review and discuss with you, the decisions that you have made before we make the final plan.
Prepare two Witnesses
Under Texas Law, to make a self-proving will, two witnesses are required. Each witness must be: at least 14 years old, of sound mind, credible, and disinterested. The witnesses attest to the testator’s: signature, soundness of mind, and free will in executing the last testament.
DFW Metroplex
Meeting
After you approve of the drafts, we will schedule a meeting. The attorney will deliver the estate plan and explain relevant points of law to the testator and witnesses.
Execute the Estate Plan
If agreed, the testator will execute the estate plan and two witnesses will provide their signatures.
the Notary
The notary will notarize the witness' signatures to make the Will into a self-proving document.
Records
The estate plan will be scanned into electronic format as back-up copies while the original hard copies will remain with the testator.
Outside of the DFW Metroplex
Meetings will be held via telephone or video conference at the testator’s discretion.
Execution of the Estate Plan shall be arraigned by the testator who shall receive the documents via UPSP priority mail.
Notary services will be arraigned locally and by the testator.
Records hard copies shall be stored according to the testator. The testator agrees to have of all final documents scanned into electronic format and forwarded to this office for storage and retrieval.
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This information constitutes Attorney Advertising Under
Texas Disciplinary Rules Prof'l Conduct R. 7.01–7.05 (2025).
Circular 230 § 10.30.
California Rules of Prof. Conduct R. 7.1–7.5 (2018).
Stay connected
We Are Located in:
Southlake, Texas
United States of America
Federal Tax
Estate Tax
Gift Tax
Tax Controversy
Estates
Powers of Attorney
Wills
Trusts
Ricardo R. Ochoa, Esq.
www.8A1X.com
ricardo@8A1X.com
Phone: (817) 415-1118