Expertise.com

Best Tax Attorneys in Concord

2024

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Website
1600 South Main Street Suite 385, Walnut Creek, CA 94596
  • Cash Intensive Businesses
  • Tax Defense

Why choose this provider?

The Law Offices of Andersson & Andersson extends its services to the people of Concord and nearby areas. The firm offers guidance on a range of estate tax issues, including planning for tax when purchasing or selling a business; preparing tax returns for gift, income, and estate; and arranging for charitable transfers upon death. Founder Patricia K. Andersson is a Certified Public Accountant and former Contra Costa County Bar Association director. Her firm has been serving the community since 1982.

Website
1999 Harrison Street 26th Floor, Oakland, CA 94612
  • Cash Intensive Businesses
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Since 1883, Donahue Fitzgerald has been providing legal services to Concord businesses operating in innovative fields, like computer-aided design, real estate, entertainment, and engineering. The team represents clients against IRS and state agencies to resolve tax matters such as estate and gift tax audits, return positions, and refund claims. It also facilitates negotiations and settlements at the appellate level. Donahue Fitzgerald advocates for diversity by recruiting staff of various backgrounds and conducting inclusivity issue discussions.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
1990 N California Blvd #1020, Walnut Creek, CA 94596
  • Cash Intensive Businesses
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Weed Law Group caters to clients in Concord. It helps individuals and businesses dealing with federal, state, and local tax controversies and represents them before the IRS and taxing authorities. Principal attorney Christina Weed is a board-certified tax specialist with over 10 years of experience. She has litigated disputes before tribunals and courts, including those involving like-kind exchanges. She also assists foreign clients with U.S. tax compliance and handles estate planning. Weed has written articles for the Contra Costa Lawyer magazine.

Website
3000 Citrus Cir #207, Walnut Creek, CA 94598
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Rex Crandell offers tax problem resolution options to individuals in the Concord area. Crandell has been in the industry since 1976 and has experience representing taxpayers before the IRS, Employment Development Department, Franchise Tax Board, and the State Board of Equalization. He works with multi-year non-filer taxpayers, performs special tax research assignments, and advises business owners on management and operational issues. Crandell is also a certified public accountant and serves as a member of the California Society of CPAs.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services withExpertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

Frequently Asked Questions

  • Where does the Tax Court hold trial sessions closest to Concord, California?

    The closest Tax Court to Concord s in San Francisco, at Rooms 2-1408, Federal Building & U.S. Courthouse, 450 Golden Gate Avenue (94102).

  • Where is the low-income taxpayer clinic that is closest to Concord, California?

    The Low Income Taxpayer Clinic of the Contra Costa County Bar Association is run by its Justice & Diversity Center. The association is at the One Concord Center, 2300 Clayton Road, Suite 520, Concord, CA 94520.

  • What are the indications that someone in Concord is suspected of criminal tax offenses?

    The receipt of a letter from the IRS is an indication in Concord that someone is being investigated for criminal tax offenses. A call from a special agent could follow. The service also sends grand jury subpoenas to any parties that one has transacted with, or to accountants.

  • Why is it beneficial to get an estate tax planner in Concord?

    Estate taxes in Concord can consume up to half of the value of a departed's assets. A tax planner is useful for restructuring transfers into non-taxable forms like trusts in order to prevent the collection of gift or inheritance taxes and to reduce the taxable income accumulated by the estate.

  • Are all transactions involving capital assets in Concord immediately liable for capital gains taxes?

    Transactions involving capital assets in Concord are not always immediately liable for capital gains taxes. The transfer of real estate that is not routinely held for sale can be done through a 1031 exchange. This involves a swap of one capital asset for another, and the revenue dues for any gains are deferred as long as investments keep pouring in for the asset.

  • When is a person with homes in other states considered a resident of California and Concord for tax purposes?

    People in Concord and California are considered residents if they reside in the area for a reason other than temporary purposes. They could have their permanent homes in other states, but if six months are spent in Concord, the presumption is toward residency in the latter for the assessment and collection of taxes.

  • Why is it advantageous in Concord to accept offers in compromise?

    The main advantage of accepting an offer in compromise is that a taxpayer in Concord gets a chance to pay a smaller amount than is actually due to the tax collection agency, and the obligation can be settled sooner. One could gamble and sue over the correctness of the assessment, but if the savings are small after the lawyer is paid, it's advisable to compromise.