Federal & State Income Tax Audits & Appeals

Plan for future contingencies to successfully resolve disputes and reduce applicable taxes

Sophisticated Attorneys For California’s Unique Tax Environment

Aggressive targeting by the IRS and California’s Franchise Tax Board (FTB) can lead to audits and disputes that are difficult to resolve without specialized counsel.

Our attorneys have deep experience in tax controversy and dispute resolution, making our California income tax audit attorneys ideal partners for safeguarding financial interests and mitigating potential tax risks.

Our attorneys have successfully resolved complex, high-dollar federal and state tax disputes for clients in administrative venues that could not be won at the audit level.

Our team works with CPAs and tax preparers so all issues and risks are understood and addressed before a potential audit can be triggered. We also establish the strongest record in case administrative appeals or even litigation are needed to win.

If we’re not involved with the audit, we can help assess results to determine if an appeal is warranted. Further, we can provide insights into the risks, costs, and benefits at every stage of an audit or appeal based on our experience, which includes several high-profile cases against the FTB in which our clients were granted attorneys’ fees.

From complex residency issues to aggressive tax authority challenges, we are committed to protecting wealth and providing peace of mind.

Services For Federal & State Income Tax Audits & Appeals Include:

  • Documentation and planning for potential audits
  • Resolution of civil tax controversies and disputes
  • Risk assessment and analysis
  • Administrative appeals and litigation as needed
  • California income tax mitigation related to residency rules, domicile rules, and source of income rules