Alhambra Tax Lawyers

CPA AND TAX ATTORNEY ON YOUR SIDE Jayson Aquino "Atty Jay" can do both. There are some tax attorneys do not have an adequate background in accounting and lack the proficiency to thoroughly offer bookkeeping services. Alternately, certain certified public accountants (CPAs) may not be familiar with how to resolve a person’s unpaid back taxes, tax lien or tax levy. As a CPA and licensed tax attorney, Jayson has helped individuals and businesses throughout Huntington Beach and Orange County with a wide range of tax matters. Jayson takes pride in offering affordable rates. Many clients have found that his rates are competitive and even...

For 35 years, Howard Borenstein has provided trusted legal counsel for clients with Estate Planning, Probate and Tax Law needs. He is dedicated to resolving legal matters for individuals and businesses throughout Southern California.

Demonstrating his knowledge and skill, Howard has been Certified as a Taxation Law Specialist by The State Bar of California. He is committed to finding solutions for legal issues in an efficient and effective manner.

Outside of work, Howard is an active participant in the local community. In addition to working with the San Antonio Community Hospital and Harold W. Harris Foundation Trust, he is involved with the...

Charlie May is the founder and lead attorney of The Law Office of Charles A. May. Located in Irvine, the firm serves clients in Santa Ana, Costa Mesa, and throughout Orange County, as well as Los Angeles and all of Southern California. The firm practices extensively in the area of bankruptcy, with a focus on consumer bankruptcy and Chapter 7 in particular. The firm also handles Chapter 13 consumer bankruptcies for businesses. In addition, Charlie leverages his significant experience in tax law to aid people with IRS problems and property tax issues in Irvine and Southern California. Charlie is a compassionate...

I have represented countless taxpayers before the IRS and State of California for tax issues. I have worked on tax controversy matters ranging from federal and state tax audits, tax debt collections, and appeals. I routinely have tax liens and wage and bank levies released for taxpayers. As an attorney, I chose to practice tax law because I truly enjoy helping people who feel powerless and helpless when confronted with government bureaucracy, such as with the IRS and state tax agencies. When taxpayers are up against the wall and feel defeated when facing off against the powers of the government, I feel...

Bob graduated from Georgetown University magna cum laude. After college, he was awarded a Rotary International Fellowship and studied at the University of Lisbon in Portugal. Upon returning to the U.S., Bob worked for several years and then attended the University of Chicago Law School where he graduated with Honors. Since graduation, Bob has practiced labor & employment law in Orange County, California. In 2003, he founded Legally Nanny, the leading law firm providing legal and tax advice to household employers and domestic employment and homecare agencies. Bob represents household employers, domestic employment and homecare agencies, businesses and individuals in a wide variety...

Golding & Golding: Our firm specializes exclusively in IRS offshore disclosure. 

We are the "go-to" firm for other Attorneys, CPAs, Enrolled Agents, Accountants, and Financial Professionals across the globe. Our attorneys have worked with thousands of clients on offshore disclosure matters, including FATCA & FBAR.

Each case is led by a Board-Certified Tax Law Specialist with 20 years of experience, and the entire matter (tax and legal) is handled by our team, in-house.

To learn more, visit us at: https://www.goldinglawyers.com.

Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law. Formerly with the law firms of Brobeck, Phleger & Harrison LLP, Best Best & Krieger LLP, and Palmieri, Tyler, Weiner, Wilhelm & Waldron LLP, she founded Estate Plan, Inc,, a professional law corporation with offices in Laguna Beach and Irvine in 2005. In 2010, she opened an Overland Park location in conjuntion with Randy Gardner, JD, LLM, MBA, CPA. Leslie received her JD degree from Loyola Law School, Los Angeles, where she served as an editor on the Loyola Law...

The Law Offices Of Jeffrey B. Kahn, P.C. are uniquely qualified in tax. Is the IRS breathing down your neck and sending you intimidating notices and telephone calls? Are you having tax problems? Is the IRS filing liens, garnishing your wages, levying assets, and devastating your financial and personal life? IRS tax debts require immediate action. Don’t put off dealing with tax debts; inaction could be very expensive. Instead, consider professional IRS help. The Law Offices of Jeffrey B. Kahn, P.C. are uniquely qualified in tax, probate, trust, and business law. We can provide responsive, proactive...

My primary focus is to help the average homeowner save their house, get a fresh start on their finances, educate them on how to meaningfully budget and save money, and then help direct future investments for their future financial needs. No one sat down and explained any of this to me. I had to go out and find the information. Now I want to share it with you. Bankruptcy is not the end of the world. We will work with you to come up with a affordable legal strategy that is within your budget. ...

Brett Evans delivers experience in securities, corporate, mergers and acquisitions, energy and tax law with his securities career beginning in 1995. At Evans Law, PC, Evans counsels corporations, asset management companies, securities issuers, broker-dealers, investment advisers, registered representatives and other financial industry participants in the areas of securities offerings, arbitration, litigation, broker-dealer and registered investment adviser regulation, compliance, due diligence, securities investigation and enforcement and a diverse range of transactional matters. During his career, Evans has been involved in structuring and drafting more than $1.7 billion in private placement and joint venture transactions in energy, real estate and...

Dan is certified by the State Bar of California Board of Legal Specialization as a Certified Legal Specialist in Taxation, a designation earned by less than 400 of the approximately 200,000 attorneys licensed in California. Dan has earned an LL.M (Master of Laws) in taxation from Chapman University School of Law, and he is a Certified Public Accountant, and Real Estate Broker. Dan is also an adjunct professor of taxation at Whittier College of Law. Dan began his career as a Certified Public Accountant in 1983 working at the prestigious firm Kenneth Leventhal & Company (later acquired by...

I am a licensed tax attorney with an advanced degree in tax law. I have been practicing for over 16 years. I practice tax planning, international tax planning, estate and gift tax, tax controversy, corporation transactional law, and mergers and acquisitions.

Providing affordable and convenient legal services. After 20 years of experience in business administration, including dealing with contracts, employment law, real estate law and regulatory compliance, I became a lawyer and put my decades of experience to good use. I realize that many people who need legal advice also need to work during the week. I offer consultations on the weekends to be available to clients when it is convenient for them. Call me to set up a consultation, sometimes legal services are less expensive than you think. In addition to my office practice, I provide self help advice...

Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso. Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...

Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...

I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around estate planning, trust and estate administration, and probate matters. I provide guidance to clients on advanced estate planning strategies aimed at reducing estate and gift tax liabilities and facilitating the seamless transfer of wealth across generations. I develop comprehensive estate plans for a diverse range of clients, from those with modest estates to high-net-worth individuals, including those requiring special planning considerations. Additionally, I represent professional fiduciaries and beneficiaries in trust administration and have experience in managing both...

Luke Carlson always had an interest in business, real estate, and the protection of wealth. During his collegiate career, he realized law was the best way to immerse himself in these verticals. Today, as owner of LS Carlson Law, he and his team of attorneys service clients with their business, real estate, and estate planning needs. By nature, he is a strategist and loves analyzing a situation to determine the best solution to a client’s issue. Carlson understands that the practice of law provides endless opportunities to engage in strategic thinking. Whether it be against an opponent in litigation, which...

A recognized leader in the field, John Andersen is a partner at Ferguson Case Orr Paterson. A Certified Specialist in Estate Planning, Trust and Probate Law by the California State Bar since 2008, John is also an Executive Committee Board Member of the Trusts and Estates Section of the California State Bar that advises the California legislature on laws effecting estate planning and a “Top Lawyer” Super Lawyer in Estate Planning and Probate.

John guides couples, families, individuals, entrepreneurs, business owners, and public figures of all means, in all aspects of estate planning, trusts and probate and creates a custom plan...

Benjamin Heston handles bankruptcy cases for individuals and small businesses. He has a strong background in public service and volunteering. Mr. Heston has served as Vice-President of the Riverside County Barristers Association, an organization primarily dedicated to assisting young attorneys in their transition to their new careers.

With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax...

The Law Offices of David C. Dodge specializes in federal and California tax controversies. As a lawyer and certified public accountant with decades of experience, he knows what to do and when, to accomplish resolution of your tax problem for best result at the least cost. He provides legal tax controversies representation most often for audits, appeals, offer in compromise, tax collection defense, litigation in federal and California courts, and bankruptcy. His typical clients are individuals personally or business sole proprietorship, and small to medium business entities like corporations, partnerships, and limited liability companies. His accounting and...

Mr. Taylor, the founder of the Firm, has over 33 years of experience in handling civil and criminal tax controversies. He handles litigation in U.S. District Court, U.S. Bankruptcy Court, U.S. Tax Court, U.S. Court of Claims, U.S. Courts of Appeal, and the U.S. Supreme Court. He also handles administrative disputes with the IRS, including audits, collection matters, criminal investigations, administrative hearings with the Office of Appeals and Collection Due Process appeals. Mr. Taylor, prior to entering private practice in 1989, served as an Assistant U.S. Attorney in the Tax Division of the U.S. Attorney’s Office in the Central District...

Ali R. Nader is a partner attorney at Cal West Law and dedicates his practice to helping individuals and families overcome financial difficulties. Ali initially studied to become an electrical engineer before pivoting to become a lawyer. He experienced and overcame tremendous financial challenges early in life and realized he wanted to spend his life helping others combat debt and its consequences. Ali is licensed to practice law by the State Bar of California and is admitted to the California Supreme Court. He is a member of the National Association of Consumer Bankruptcy Attorneys, California State Bar Association, and the...

Terry Moore obtained his Master in Tax Law (LLM) form Boston University and has been the senior attorney at Moore and Affiliates,PLC since 1991. He is licensed to practice law before all States and Federal Courts in California and Florida, United States Tax Court and the United States Claims Court. This multi-state orientation provides clients with timely and cost-effective advice on financial, commercial and litigation matters involving these two states. Moore and Affiliates, PLC provides services in the areas of Orange County, Los Angeles County, Riverside County, including Irvine, Newport Beach, Laguna Hills, Laguna Beach, Huntington Beach.

Attorney Philip G. Panitz is a national tax litigator who has successfully fought the IRS on behalf of real estate investors and other clients. He has handled over 250 tax matters before the U.S. Tax Court. In 1995 he successfully challenged the IRS in the matter "Williams v. U.S." before the U.S. Supreme Court. Mr. Panitz holds an LL.M. in Tax from NYU, and conducts his tax litigation practice nationwide. He is a Certified Tax Specialist in accordance with the State Bar of California, Board of Legal Specialization, with 30 years of legal experience in tax litigation and tax planning.

If you are seeking an attorney for estate planning, tax planning or wills you need an experienced attorney who will be able to guide you through the process. Call our firm today to for a free case evaluation.

Evolution Tax and Legal is a top of the line International Tax firm based in Irvine, CA. We help both individuals and small to medium-sized businesses navigate the complicated world of international tax.

Firm founder, Alton Moore is a dually licensed California attorney and CPA. Alton has a vast experience in both the legal and tax worlds.
Prior to Evolution Tax and Legal, Alton's career began in Big 4 accounting with Ernst & Young, LLP, where he worked primarily amongst the international, state and local, and real estate tax compliance and consulting practices.
Alton then moved to an in-house role with a large...

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using...

Anh Tran is the founder of Modern Wealth Law where she advises individuals and business owners on all aspects of tax and estate planning, probate and trust administration. As both an estate planning attorney and a Certified Wealth Strategist®, Anh is in a unique position to counsel her clients on both estate planning and wealth management.

I am a Southern California attorney practicing in Taxation, Estate Planning, and Business law. With my Master of Laws in Taxation and the experience leading teams of attorneys, CPAs, and Enrolled Agents, I am able to help my clients identify key needs and provide solutions tailored to their goals. I am a full-service tax law practitioner, offering a broad range of representation, including tax audit or controversy, income tax planning, estate planning, or business representation. By combining a fundamental understanding of the big picture with the complexity of daily interactions and experiences, I provide proactive solutions to a diversity of clients,...

The Law Offices of C. Valerie Ibe, has licenses to practice in the States of California, Maryland and New York and is equipped to help residents of these states to face the complexities of civil litigation whether in the state courts or in federal courts. The lead attorney, in addition to legal qualifications has also an MBA in Business Administration and a CPA

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...