Expertise.com
2024

Last updated:

Best Tax Attorneys in Menifee

Our Recommended Top 6

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 Menifee Tax Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

6

Reviewed

6

Curated

6

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
12881 Knott Street Suite 221, Garden Grove, CA 92841
  • Tax Defense

Why choose this provider?

The Tax Law Office of Jayson M. Aquino assists Menifee clients in resolving tax controversies. It helps individuals and businesses facing a tax audit or other adverse action from a tax authority. The firm's CPA and attorney, Jayson M. Aquino, understands the regulations and processes of the IRS and other taxing authorities. He represents taxpayers on common tax concerns, including unpaid back taxes, audits, liens, wage garnishment, and fraud charges. He has over a decade of legal experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (54)

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

Website
43460 Ridge Park Drive, Suite 150, Temecula, CA 92590

Why choose this provider?

The Law Office of Pietro Canestrelli represents individuals and small business owners in the Menifee community. Its team helps its clients overcome their tax burdens by handling their income, employment, sales tax, and tax-exempt audits. The boutique law firm also assists in innocent spouse relief claims, relieving married individuals from paying additional taxes. Canestrelli is a certified tax specialist who has more than 23 years of experience in the field. He also accepts speaking engagements about tax controversies, business planning, and tax law updates.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (9)
Facebook
5.0 / 5 (8)

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

Website
4695 MacArthur Court, Newport Beach, CA 92660
  • State Tax Audit
  • Federal Tax Audit
  • Tax Defense

Why choose this provider?

McClellan Davis, LLC, has been handling the taxation concerns of a wide range of businesses, from sole proprietors to multinational corporations, since 1980. The firm focuses on sales and use tax matters and represents entities in audits conducted by the California Department of Tax and Fee Administration. Its team also provides litigation support, such as forensic accounting, evidence compilation, and expert witness testimony. McClellan Davis caters to clients in Menifee, including businesses in the automotive, cannabis, tobacco, medical, and hospitality industries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (3)

Website
16745 West Bernardo Drive, Suite 260, San Diego, CA 92127
  • Tax Defense

Why choose this provider?

Allen Barron Inc. is a firm that offers tax services to individuals and businesses in Menifee. It assists domestic and foreign clients in dealing with various tax issues, such as tax returns, collections, IRS audits, and garnishments. Its lawyers are familiar with the policies and procedures of various tax authorities, such as the IRS and FTB. The firm also helps with estate planning, business formation, and accounting needs. Janathan Allen, the firm's founding lawyer, is a continuing legal education (CLE) trainer.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Facebook
4.1 / 5 (20)
Google
2.6 / 5 (5)

Website
26690 Madison Ave Ste 105, Murrieta, CA 92562
  • Cash Intensive Businesses
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

The Law Office of Jennifer N.K. Venable serves Menifee and nearby areas. The firm focuses on estate planning, probate, trust administration, and elder law matters. Its legal team provides representation and assistance with estate tax exclusion, gift tax exclusion, generation-skipping tax exemption, and state estate tax concerns. The firm is affiliated with the American Academy of Estate Planning Attorneys. Its founding attorney and namesake, Jennifer N.K. Venable, has over five years of experience in estate planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Website
3600 American River Drive, Suite 135, Menifee, CA 95864
  • State Tax Audit
  • Tax Defense
  • Criminal Tax Audit
  • Federal Tax Audit
  • Cash Intensive Businesses

Why choose this provider?

Law Office of Williams & Associates represents clients throughout Menifee and the surrounding areas. The firm handles various tax law cases, including tax refunds, penalty abatement, and collection issues. It also assists clients in negotiating settlements with the tax authorities to help resolve their tax litigation matters involving wrong seizures or levies, deficiency disputes, trust fund recovery penalties, and criminal tax infractions. The firm's managing shareholder, Betty Williams, serves as the vice president of the California Lawyers Association.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

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

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 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 Menifee, California?

    The closest location to Menifee, CA for tax trial proceedings is located at the Federal Building on 880 Front Street in San Diego, CA.

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

    The closest Low-Income Taxpayer Clinic (LITC) to Menifee, California is the Inland Counties Legal Services, Inc. (ICLS) LITC located in Riverside, California. While it may not be in Menifee specifically, Riverside is in close proximity and can provide assistance to low-income individuals in the area.

  • What are the key tax obligations you should be aware of in Menifee, California?

    The key tax obligations for individuals and businesses include income tax, franchise tax, sales and use tax, and property tax. Several tax authorities collect these taxes and are distributed to the various entities the Auditor-Controller Division of the Department of Finance. For instance, income and franchise taxes are collected by the Franchise Tax Board, while sales and use taxes are collected by the Board of Equalization.

  • What are the tax implications of starting a new business in Menifee, California?

    When starting a new business in Menifee, you need to obtain a seller's permit or retail sales tax number from the State Board of Equalization. They will be responsible for administering and collecting your sales and use taxes, gas, tobacco, and other taxes and fees. You also must obtain a tax ID number from the Franchise Tax Board. A federal tax ID number is also required and will be issued to you by the Internal Revenue Service.

  • How can you and your Menifee business ensure compliance with both federal and California state tax laws?

    Individuals and businesses must comply with both federal and California state tax laws. It's advisable to consult with a qualified tax attorney or tax advisor who specializes in federal and California state tax laws. They can provide you with accurate and up-to-date information, help you understand your obligations, and assist with tax planning strategies.

  • What should you do if you are being audited in Menifee, California?

    If you or your business are being audited, it is crucial to consult with a tax attorney who can guide you through the process, help prepare your defense, and represent you before the tax authorities. You must also get the necessary documents, such as income/payroll records, bank statements, employee registers, and more to support your defense.

  • Are Social Security benefits taxable in Menifee, California?

    Social Security benefits are generally not subject to state income tax in California, but the federal government may impose taxes depending on your combined income, pensions, and investments. If your combined income exceeds certain thresholds set by the IRS, a portion of your Social Security benefits may become subject to federal income tax.