Tax & Estate Planning

We represent clients before tax agencies and assist in tax and estate planning needs.

Tax Matter Controversies

Internal Revenue Service

California Franchise Tax Board

Employment Development Department

California State Board of Equalization

Property Tax Reassessment Protests


Estate Planning



Complete Estate Plans

Advanced Healthcare Directives

Powers of Attorney

Small Estate Distributions

Tax Collection Defense

Installment Agreements


Defending against a Tax Levy

AppealingIRS Collection Actions

Abatement of Tax Penalties

Withdrawal, Discharge, or Subordination of Tax Liens


Disclosure of Offshore Assets

Foreign Bank Account Reporting (FBAR)

Offshore Voluntary Disclosure Program (OVDP)