top of page

Skilled Advocacy & Expertise
Personalized Service &
Value

PRACTICE AREAS
Federal and State Tax Audits,
Appeals and Litigation
Skilled advocacy and clever solutions to negotiate a favorable settlement.
International Tax
and Business
Offshore compliance issues, individuals with international tax questions
California Franchise
Tax Board
Representing clients in audit, protest, FTB Settlement Bureau, and appeals
Estate Planning and
Administration, Probate Litigation
Drafting trusts, handling trusts after death, and probate
Tax
Collection
Tax liens and levies, collection alternatives, and penalties
Nonprofit
Organizations
Taxation of tax-exempt organizations, compliance issues

PRACTICE

AREAS

ABOUT US

Situated in the heart of Silicon Valley, we represent individuals, businesses, trusts, and estates before the Internal Revenue Service and state and local taxing agencies including the California Franchise Tax Board, Employment Development Department, and Board of Equalization.  Typical cases that we handle include tax litigation, tax audits and administrative appeals, tax collection and administrative appeals, criminal tax investigations, U.S. Tax Court representation, offshore tax compliance, innocent spouse relief, penalty abatement, California residency, and California property tax matters.

In addition to our tax controversy practice, we represent clients in tax, estate, and business planning matters. We regularly interact with the Internal Revenue Service and California Franchise Tax Board and are known and well-respected by many governmental officials.  Our goal is to solve our clients’ problems through cost-effective and practical solutions, while maintaining the highest standards of ethics in the practice of law.  Our boutique practice allows us to provide high quality legal services at a cost-effective and affordable price to our clients, and we pride ourselves in providing dedicated and personalized service to our clients.

 

Tel: (408) 295-5800
Fax: (408) 295-5855

Silicon Valley Office

2550 North First Street

Suite 302

San Jose, CA 95131

Los Angeles Office

9350 Wilshire Blvd.

Suite 203

Beverly Hills, CA 90212

OUR OFFICES

bottom of page