Expertise.com

2024

Last updated:

Best Tax Attorneys in Milpitas

Our Recommended Top 13

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

13Reviewed

13Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
501 W Broadway Suite 800, Milpitas, CA 92101
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

AB Tax Law APC helps residents of Milpitas resolve their legal problems. Firm owner Adam Brewer assists clients in tax audits. He offers solutions to taxpayers who have debts to tax agencies and do not comply with the requirements for tax filing. He prepares memorandums to protect individuals who face unique and challenging tax situations. He also helps them gain compliance with foreign reporting of income and assets. Brewer is a licensed tax controversy attorney who practices before Hawaii and California courts.

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
11 Borel Avenue, Suite 310, San Mateo, CA 94402
  • Bank & Wage Levy
  • Release of Tax Lien
  • Bankruptcy
  • Tax Defense
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Hoge Fenton provides legal counsel and assistance for individuals and businesses in the Milpitas area. It provides tax planning services, advising on everything from corporate and property tax to real estate acquisitions and joint ventures. Its attorneys represent clients in tax audits and assist those involved in tax disputes. A shareholder of the firm, J. Timothy Maximoff, represents individuals and businesses in state and federal tax appeals and audits. He has over three decades of experience and has been admitted to the US Tax Court.

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 (2)

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
111 W. St. John Street Suite 1200, San Jose, CA 95113
  • Cash Intensive Businesses
  • Tax Defense
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Ramsbacher Prokey Leonard, LLP, is a boutique firm serving Milpitas. Its team has more than 120 years of combined experience in assisting clients with federal and state tax controversies. The attorneys help individuals resolve their tax-related issues by filing administrative protests, negotiating with IRS officials, and collecting necessary documents to build each case. They also advise those with trust administration and family wealth planning needs. Partner John W. Prokey previously served as a speaker for AICPA's Advanced Estate Planning Conference.

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
––

Website
1960 The Alameda Suite 185, San Jose, CA 95126
  • Tax Defense
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

WealthPLAN, PC serves individuals, families, and businesses in Milpitas and the surrounding areas. It helps resolve various tax controversy issues, from tax examinations and audits to property seizure, back taxes, and appeals. It represents clients before the IRS, Franchise Tax Board, State Board of Equalization, County Assessment Appeals Board, and Employment Development Division. Other services the firm offers include estate planning, estate and trust litigation, and probate and trust administration. WealthPLAN, PC has been in business for over two decades.

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.
4.2
Google
3.7 / 5 (3)
Facebook
5.0 / 5 (2)

Website
650 North First Street, San Jose, CA 95112
  • State Tax Audit
  • Tax Defense
  • Federal Tax Audit

Why choose this provider?

Alex Alonzo Accountancy Corporation is a boutique law firm responding to tax-related concerns in Milpitas. It provides legal advice to individuals who want to undergo tax planning procedures while efficiently navigating complex IRS policies. Its team also caters to businesses that need to restructure their transactions and resolve financial difficulties. In addition, the attorneys represent clients during audits with the Internal Revenue Service. One of its founding attorneys, Alex Alonzo, is a certified public accountant.

Website
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054

Why choose this provider?

The Law Offices of Yoshito J. Yamamoto caters to the people of Milpitas and the surrounding areas. It provides legal advice to clients facing tax controversy, including those under audit by taxation authorities such as the IRS. In addition, it offers accounting support, such as preparing tax returns, arranging bookkeeping services, setting up an accounting system, and reviewing accounting books. The firm's lawyer, Yoshito J. Yamamoto, has also dealt with various tax authorities in Japan.

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
2570 N. First Street, Suite 200, San Jose,, CA 95131
  • Tax Defense
  • Cash Intensive Businesses
  • Federal Tax Audit
  • Criminal Tax Audit

Why choose this provider?

Zheng Cui Attorney at Law has been serving Milpitas and the surrounding areas for more than a decade. It helps individuals and businesses resolve tax controversies with the U.S. Internal Revenue Service and California Franchise Tax Board. It represents clients at the audit and appeal levels. The other services the firm offers include estate planning and startup business consulting. Principal attorney Brian Cui has experience with audit tax adjustments, tax balance and penalty settlements, and complex income tax issues.

Website
2930 Bowers Avenue, Santa Clara, CA 95051
  • Tax Defense

Why choose this provider?

The Mlnarik Law Group, Inc., offers legal guidance to Milpitas clients in tax matters like audit reconsideration, penalty abatement, non-collection, and tax compromise agreements. It also handles innocent spouse petitions, levies or lien releases, wage garnishments, and tax audits and examinations. The firm was founded by John Mlnarik, an attorney who has been in practice since 2008. Mlnarik is a former academic dean of the Lincoln Law School of San Jose and president of the Santa Clara County Bar 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.
4.1
Google
3.7 / 5 (10)
Facebook
4.6 / 5 (9)

Website
2118 Walsh Ave #110, Santa Clara, CA 95050
  • Tax Defense

Why choose this provider?

Bhuiyan Associates CPA is a team that serves individuals, non-profit organizations, and small businesses in Milpitas and the surrounding areas. It facilitates landlords' tax preparation and helps them maximize their savings by working on lowering their taxable revenue. The group also represents self-employed individuals in determining their tax benefits. Mohammed Bhuiyan, the firm's founder, is a certified public accountant. He established the business in 2007 with the intention of helping clients increase their profitability.

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.
4.7
Google
4.7 / 5 (83)

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
1801 Page Mill Road, Palo Alto, CA 94304
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Frank, Rimerman + Co. LLP represents professionals and business owners in Milpitas. It serves clients in technology and software, life sciences, food and beverage, manufacturing and distribution, and real estate. The firm assists clients in navigating the complex and constantly changing tax laws. Its team offers tailored legal solutions for income tax, charitable giving, and estate and gift tax disputes. It also provides risk management and compliance services. The company has been in business for more than seven decades.

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 (2)

Website
2001 Gateway Place, Suite 100W, San Jose, CA 95110
  • Tax Defense
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

For over a decade, Steburg Law Firm, P.C., has been working with clients in Milpitas. The firm defends individuals, families, and companies contending with audits from the IRS. It helps clients file petitions before the U.S. Tax Court to contest IRS assessments. It also advises individuals looking to qualify for innocent spouse relief. Its team handles other cases involving estate planning and drafts documents like advance health care directives and powers of attorney. Its founder, Anita Steburg, has a bachelor's degree in finance.

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.
4.5
Google
4.3 / 5 (6)
Facebook
5.0 / 5 (3)

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
––

Website
220 State Street Suite E, Los Altos, CA 94022
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Gadzo Law, P.C., is a boutique firm serving Milpitas and nearby locations. Its attorneys provide custom gift planning solutions, catering to clients with multiple properties and complex assets. They develop strategies involving tax-free gifting methods and are equipped to establish different gift trusts, such as qualified personal residence trusts and grantor retained annuity trusts. Alexandra Gadzo, one of Gadzo Law's practitioners, holds an LLM in taxation and is a board-certified estate planning, trust, and probate law specialist.

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 (6)

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
415 S Murphy Ave, Sunnyvale, CA 94086
  • Tax Defense

Why choose this provider?

MagStone Law assists Milpitas clients and those from nearby areas by providing solutions for tax controversies. Firm partner Timothy Berry has extensive experience representing individuals, corporations, and partnerships in various tax law cases, including appeals and examinations. He routinely assists clients in negotiating with the IRS. Berry has also represented several clients in litigation before the U.S. Tax Court and won the cases brought to trial. He previously served as an IRS senior trial lawyer.

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)

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 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 Milpitas, California?

    The Tax Court that holds trial sessions closest to Milpitas is in Rooms 2-1408 Federal Building & U.S. Courthouse at 450 Golden Gate Avenue in San Francisco.

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

    There are three low-income taxpayer clinics that residents of Milpitas can go to. One is the Chinese Newcomers Service Center at 777 Stockton Street, Suite 104. Another is in the Justice and Diversity Center of the Bar Association of San Francisco at 201 Mission Street, Suite 400. A third option is the UC Law San Francisco LITC at 200 McAllister Street.

  • How will you know if you are qualified to get a middle-class tax refund in Milpitas?

    Qualifying for the middle class tax refund in Milpitas depends on different factors. For one, the recipient must be living in California at the time the payment will be made. They should be a resident of the state for at least six months in 2020. The recipient must also have filed their 2020 tax return by October 15, 2021. Moreover, they were not eligible to be claimed as a dependent on someone else’s taxes for the 2020 tax year and they must meet income requirements based on their tax filing status.

  • How much is the maximum amount of middle-class tax refund that you can get in Milpitas?

    The maximum amount of middle-class tax refund (MCTR) that you can get in Milpitas is $1,050. If you meet the requirements, filed jointly either with a spouse or domestic partner, reported an income worth $150,000 or less, and have at least one dependent, you should be able to receive the maximum refund available. Single or married/RDP filing jointly with incomes of $75,000 or less can get MCTR of $700 with a dependent and $350 with no dependents.

  • Is there a deadline for filing a tax refund in Milpitas?

    Yes. You may forfeit your entitlement to a tax refund in Milpitas if you wait too long to file. For federal income tax returns, refund claims must be filed within two years from the date the tax was paid or no later than three years from the date the return was filed, whichever is later. For California Income Tax Returns, taxpayers have one year from the date of an overpayment or up to four years after the original due date of an income tax return to file a claim for refund, whichever is later.

  • How do you get approved for an offer in compromise in Milpitas?

    There are certain criteria you must meet in order to get approved for an offer in compromise in Milpitas. You must have exhausted all other payment options, are up-to-date on your tax returns, are unable to pay the full tax burden in a reasonable amount of time, and are no longer associated with the business that has the liability nor have engaged in a similar type of business. You should also agree with the tax amount you owe and your final tax or fee liability is on a closed account.

  • Can tax violations in Milpitas be considered criminal cases?

    Yes. While the Internal Revenue Service issues mostly civil tax penalties, the agency may conduct criminal investigations in some cases. Some cases in Milpitas where a criminal investigation may be required are tax evasion, unauthorized disclosure of information, and filing a fraudulent return. Criminal tax violations include steep fines and prison time as penalties.