Services

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ERC Voluntary Disclosure

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.
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EDD Collections Lawyer

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.
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IRS Criminal Investigation

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.
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PE Exit Tax Planning

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.
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IRS Appeals

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

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

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.
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An IRS Revenue Officer Just Came to My Door

What to say, what not to say, and the procedure that follows. Revenue Officers do field collections work — not criminal investigations.
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IRS Bank Levy

21-day hold, then funds transferred. If your account is frozen, you have a narrow window.
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Exit Planning Attorney

Planning your business sale three to five years out — when the structural moves that change the after-tax outcome are still available.
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San Diego Offer in Compromise Attorney

An Offer in Compromise settles tax debt for less than you owe — when the numbers support it. We run the analysis honestly, file offers that can actually be accepted, and defend them through appeal.
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State Tax Representation

Tax disputes happen in every state, not just California. We represent businesses and individuals in state tax controversies across the country — from New York to Texas to everywhere in between.
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