Services

A strategic overview of how Brotman Law approaches complex tax issues cases.

Letter 6612 gives you 30 days to respond with documentation proving your ERC eligibility under CARES Act Section 2301 — and every word in that response shapes whether the IRS disallows your credit, assesses penalties, or refers your case for criminal investigation. Brotman Law files Form 2848 the day you retain us so the IRS communicates with our team, not with you, from that point forward.

I represent high-income taxpayers in FTB residency audits — cases where the Franchise Tax Board challenges whether a taxpayer who claimed to have left California was actually a California resident owing income tax on worldwide income.

If the EDD sent you a Pre-Audit Questionnaire, a payroll tax audit has started — the questionnaire is the auditor’s first fact-gathering move, not paperwork. How you answer it shapes the entire worker-classification examination that follows. Here is what it asks, why each question matters, and how to respond without boxing yourself in.

Using a Charitable Remainder Trust to convert appreciated business stock into a tax-deferred lifetime income stream — when the math works, when it doesn’t, and how to structure it.

The IRS is offering a limited window to correct improper ERC claims with reduced penalties. We help you evaluate your exposure and choose the right correction path.

California EDD collections attorney representing businesses facing EDD liens, Earnings Withholding Orders, bank levies, and installment agreements. San Diego-based. I handle EDD collection defense and resolution under the California Unemployment Insurance Code.

IRS Criminal Investigation is the only IRS division with law enforcement authority. Special agents are armed federal officers. If CI has contacted you or you suspect an investigation is open, here is how this works.

What founders need to understand before selling to a private equity buyer — rollover equity, management incentive units, deal structure, and the tax architecture that determines net proceeds.

We file your Appeals protest, prepare the legal arguments, attend the conference on your behalf, and negotiate a settlement that avoids Tax Court litigation.

IRS-CI and DOJ defense for ERC claims under criminal investigation — and the voluntary-disclosure path for claims that should not have been filed.

Tax avoidance is legal. Tax evasion is a federal felony. The distinction turns on one word — willfulness — and what that word means in a criminal tax case is more specific than most people realize.