Expertise.com

2024

Last updated:

Best Tax Attorneys in Mission Viejo

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 Mission Viejo 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

Website
120 Vantis, Suite 300, Aliso Viejo, CA 92656
  • Cash Intensive Businesses

Why choose this provider?

Heritage Law, LLP, caters to Mission Viejo clients. The firm takes on cases involving tax law and advocates for individuals facing controversies from tax authorities. It assists clients in devising unique transactions that help them minimize their tax burden. The firm also provides estate planning services and works with individuals seeking to invest in non-taxable assets. Erik Woodbury, its managing partner, is admitted to practice in Georgia and Florida, as well as the Third Circuit of the U.S. Court of Appeals.

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
2030 Main Street 13th Floor, Irvine, CA 92614
  • Tax Defense

Why choose this provider?

The Oxford Law Firm caters to taxpayers in the Mission Viejo community and nearby areas. It provides tax defense services to individuals who want to face IRS officials and resolve controversies by making offers in compromise. Its team also files audit appeal requests to challenge the results of clients' previous tax reports. In addition, its attorneys develop asset protection plans that involve structured transaction strategies. Managing attorney Arthur A. Graves has been in the practice for more than 32 years.

Website
25909 Pala #230, Mission Viejo, CA 92691
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Kurtz, Anderson & Associates provides legal counsel to individuals and businesses in Mission Viejo and nearby cities. It offers tax law-related services such as representation in audits, offers in compromise, negotiation with the IRS and Franchise Tax Board, business tax planning, and tax-exempt organization applications. Donald R. Kurtz has been practicing law since 1980. He was the sole shareholder of his law corporation until he partnered with Gregory J. Anderson and Jacqueline M. Harake in 1999 and 2021, respectively.

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 Mission Viejo, California?

    All sessions of the Tax Court for Mission Viejo residents are held in Los Angeles at the Edward R. Roybal Center & Federal Building, Rooms 1167 and 1174, 255 E. Temple Street, California 90012.

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

    The nearest low-income taxpayer clinic serving Mission Viejo is Bet Tzedek Legal Services Tax Clinic. Its office phone number is 323-939-0506.

  • Are Mission Viejo residents required to pay taxes for the income they earned abroad?

    Yes, all Mission Viejo residents must pay taxes on worldwide income, which refers to the money they have earned overseas. This type of income includes wages, salaries, interest, dividends, business income, and capital gains. So, any Mission Viejo resident with such finances must include them in their tax returns.

  • Will you go to jail for evading tax payment or assessment in Mission Viejo?

    Possibly. If you willfully attempt to evade or defeat taxes in Mission Viejo, you may face serious penalties, including lengthy prison time. If you are convicted of a felony, you may be fined a maximum of $100,000, imprisoned for up to five years, or get a combination of both penalties.

  • Are you allowed to ask why you were selected by the IRS for an audit in Mission Viejo?

    Yes. In Mission Viejo, you have the right to know why you were chosen for an audit. Section 3503 of the IRS Restructuring and Reform Act of 1998 mandates the publication of the standard criteria and procedures for choosing which taxpayers to examine. Therefore, you or your attorney can ask why you were selected for examination, and the IRS examiner must respond to your question with as much accuracy as possible without revealing prohibited information.

  • What will happen if you do not pay your taxes on time in Mission Viejo?

    If you do not pay your taxes on time in Mission Viejo, the California Department of Tax and Fee Administration will reach out to you via phone call, mail, or an in-person visit. If you do not pay the amount you owe, they will take collection action, such as placing a lien on your property, seizing your bank account, salary, or wages, and revoking your seller's permit.

  • If you overpaid your taxes in Mission Viejo, can you get a refund?

    Yes. You are entitled to a refund if you overpaid your taxes in Mission Viejo. To get your money back, you have the option to file a claim for a refund directly with the IRS. If your claim was denied, you can file a lawsuit for a refund in either the U.S. Court of Claims or the Federal District Court.