We are committed to offering quality legal tax services economically. We understand that obtaining superior results and controlling the cost of legal tax services are often competing priorities for our clients. As a result, we have devoted time and thought to structuring our firm and educating our attorneys so that we achieve our goal of providing the highest quality legal services at the most reasonable cost to the client.
We provide our clients with a preliminary analysis at the earliest possible stage to allow informed decisions regarding the audit process, administrative appeals, litigation or possible settlement, and advocate total client involvement at every step in the process.
We help clients avoid referrals to the Criminal Investigation Division of the Internal Revenue Service and/or state investigatory agencies. As a former Federal prosecutor of tax crimes and former civil litigator for the Internal Revenue Service, the firm’s founding attorney understands how the IRS conducts its civil audits and investigations against individuals and entities alleged to have committed tax fraud. Because the firm has expertise in both civil and criminal tax matters, it is well-equipped to deal with potential indicators of civil fraud or criminal tax violations regarding transactions that have already occurred but have not yet come to the attention of the IRS or state taxing authorities.
We prepare to win from the start of each new client matter through careful attention to detail, thorough preparation, and aggressive case handling. The firm has exceptional familiarity with the IRS’s and California state taxing authorities’ practices and procedures from its attorney’s tenure for the IRS, Office of Chief Counsel, Franchise Tax Board, Legal Division, and the U.S. Attorney’s Office, Tax Division. This enables the firm to see the “big picture” and effectively evaluate opportunities for resolution early and often in the most pragmatic and cost effective ways.
We believe a client should only litigate against the IRS or the state taxing authorities after all other alternatives of resolving a tax dispute have been exhausted and it is a cost-effective means of achieving client goals. The firm strives to resolve tax matters at the audit level and prepares to proceed to the Appeals Office or to litigation, if the audit or appeal is not resolved in a favorable manner to the client. While the firm’s professionals have achieved a high-level of success litigating cases in various courts against the taxing authorities, including obtaining an award for attorney fees against the IRS, “winning” a tax dispute does not always mean going to court. Many of the firm’s most important “wins” happened without the case going to court.
We follow advances in technology and make efficient use of state-of-the-art computer systems, internet communications, audit and litigation support databases, digital invoicing and on-line research services. This investment in technology allows us to handle the most complex tax matters economically, and to keep the lines of communication with clients open.
We believe in promoting professionalism and civility in all aspects of our legal representation. Our professionals are active participants in the California State Bar Association and local bar associations and frequent speakers at Continuing Legal Education programs.