Expertise.com

2024

Last updated:

Best Tax Attorneys in Daly City

Our Recommended Top 3

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Daly City Tax Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

3Reviewed

3Curated

3Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1405 Huntington Ave Suite 202, South San Francisco, CA 94080

Expertise.com Rating

Review Sources

Google
4.7 (3)

Why choose this provider?

Law Offices of Michael Melchin accommodates the Daly City area. It helps with various tax matters, from exposure assessment and planning for the federal estate tax, representation on tax court petitions, and business formation tax considerations to IRS and California Franchise Tax Board audits, employment taxes consultation and compliance, and appeals with the Board of Equalization. Sole practitioner Michael Melchin has been working in the legal industry since 1999. He also serves foreign clients and speaks Portuguese, Japanese, and Spanish fluently.

  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit

151 87th Street, Suite 12, Daly City, CA 94015

Why choose this provider?

Izella Tax Relief represents individuals and businesses in Daly City. The office provides a range of tax services, including IRS delinquent tax filings, installment agreements, streamlined domestic offshore procedures, and asset protection. Founder Izella Lui is a certified tax debt resolution specialist, protecting the rights of those facing penalty abatement, unfiled returns, and innocent spouse relief before the Internal Revenue Service and the California State Department of Revenue. She is a member of the National Association of Enrolled Agents and the American Society of Tax Problem Solvers.

  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

201 Mission St #201, San Francisco, CA 94105

Why choose this provider?

Law Offices of Jonathan Lee responds to the legal concerns of people in Daly City. It guides individuals and business owners facing tax investigations or audits. The firm handles state and federal tax controversies and helps taxpayers address tax penalties caused by investment losses, asset depreciation, and high operating expenses. It represents clients before the California Franchise Tax Board and the California Board of Equalization. Founder Jonathan Lee has been practicing in California since 2009.

  • Tax Defense
  • Federal Tax Audit
  • State Tax Audit

Disclaimer:  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 with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

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

    Trial sessions in Daly City are held in San Francisco, located at Rooms 2-1408 Federal Building & U.S. Courthouse 450 Golden Gate Avenue.

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

    The nearest low-income taxpayer clinic in Daly City is in UC College of Law LITC, located at 200 McAllister Street San Francisco, CA 94102.

  • What is the statute of limitations on franchise and income tax collection in Daly City?

    According to California legislation, the Franchise Tax Board in Daly City can collect unpaid franchise taxes for up to 20 years from the date of the most recent tax due for that year, whereas the Internal Revenue Service is barred from taking any unpaid income tax collection action for 10 years after the assessment. These stated periods, however, may be suspended or extended if Daly City taxpayers are facing pending court actions, wrongful levies, or bankruptcy proceedings.

  • What are the factors in evaluating an Offers in Comprise application in Daly City?

    In Daly City, the Franchise Tax Board (FTB) evaluates the Offers in Compromise (OIC) application, which includes information about the taxpayer's health and age, ability to pay, and current and future income. Before approving an OIC for business entities or personal income tax, the FTB considers the applicant's equity in assets, present and future expenses, the possibility of changed circumstances, and whether the OIC is in Daly City's best interest.

  • Do undocumented immigrants in Daly City have to pay taxes?

    Yes, undocumented immigrants in Daly City are required to pay taxes, including property, sales and excise, and personal income taxes. According to a study conducted by the Institute on Taxation and Economic Policy, San Mateo County, where Daly City is located, has an estimated 50,100 undocumented immigrants who paid over $63 million in taxes at a 7.7% tax rate. If these taxpayers are granted full legal status, they can pay up to $72 million in taxes at a new tax rate of 8.9%.

  • Who is eligible for a utility users tax exemption in Daly City?

    Individuals aged 62 or older, as well as those who are blind or disabled, are exempt from utility user taxes in Daly City if their total household income does not exceed $36,620. Wages, pensions, Social Security, and interest and dividends are all part of this income. To qualify for a utility users tax exemption in Daly City, applicants must also provide proof of disability, income, age, and cable, electrical, and telephone bills.

  • Is there an estate tax in Daly City?

    Yes, Daly City has an estate tax, but only for those with assets worth more than $12,920,000. Any property in a revocable living trust, real estate, vehicles and other personal property, life insurance policy proceeds, and bank and investment accounts should all be included in the deceased's gross estate. If the decedent in Daly City shared an asset with another person, such as their spouse, only their share is included in the estate.