Expertise.com

2024

Last updated:

Best Tax Attorneys in Napa

Our Recommended Top 12

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

12Reviewed

12Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
111 Deerwood Rd Suite 200, San Ramon, CA 94583
  • Tax Defense
  • State Tax Audit
  • Criminal Tax Audit
  • Federal Tax Audit
  • Cash Intensive Businesses

Why choose this provider?

The Intelligent Law Firm helps taxpayers in Napa resolve disputes with collection authorities. It counsels clients on responding to IRS audit notices and represents them in criminal and civil tax proceedings. Led by Eric M. Nixdorf, a certified bankruptcy specialist and a member of the NACBA, the firm assists clients in discharging taxes using bankruptcy law. Nixdorf is admitted to practice before the U.S. Court of Appeals for the Ninth Circuit and recently passed the State Bar of Hawaii.

Website
1629 Fifth Avenue, San Rafael, CA 94901
  • Release of Tax Lien

Why choose this provider?

Law Office Of Joan C. Rodman helps clients solve tax-related problems in Napa. The firm handles tax matters, such as liens, audits, garnishments, and installment agreements. It provides tax return preparation and United States tax court representation. It assists individuals with penalty reduction, offers in compromise, and levies on bank accounts. Additionally, it deals with estate planning matters, including wills, living trusts, and advance healthcare directives. Joan Rodman, the firm's lawyer, has over 30 years of experience in taxation. She is also a CPA.

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.
4.0
Facebook
4.0 / 5 (1)

Website
1990 N. California Blvd., Suite 830, Walnut Creek, CA 94596
  • Tax Defense
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

StoneBridge Counsel, APC, provides representation for Napa residents before the IRS, Franchise Tax Board, and state and local tax authorities. It assists high-net-worth individuals and public and private companies with a variety of tax controversies related to FBAR compliance, CDTFA and EDD audits, and IRS liens and levies. The firm also handles tax problems involving various cryptocurrencies, like Bitcoin, Dash, and Ethereum. Sandeep Singh, the firm's founder, is a former IRS tax attorney who has knowledge of the strengths and weaknesses of the government’s charges.

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.
4.8
Google
4.8 / 5 (19)

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
1219 Coombs Street, Napa, CA 94559
  • Tax Defense

Why choose this provider?

Myers & Associates LLP is a team of attorneys concentrating on business and real estate law. It assists clients in Napa, including wineries and vineyards, independent contractors, and small enterprise owners, in resolving their tax problems. The family-run practice provides counsel regarding the potential tax consequences of various business transactions, such as the buying and selling of assets and land properties. Bruce Myers, one of its attorneys, holds a master’s degree in taxation. He gained tax planning and compliance expertise as a CPA and tax law firm associate.

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
Yelp
5.0 / 5 (19)
Facebook
5.0 / 5 (11)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2500 Old Crow Canyon Road Building 200 Suite 225, San Ramon, CA 94583
  • Tax Defense
  • Criminal Tax Audit
  • Federal Tax Audit

Why choose this provider?

Michael B. Nelson represents U.S. citizens, green card holders, asset protection advisors, offshore trust companies, recent immigrants, and foreign entities with tax concerns in Napa. He helps clients resolve compliance disputes involving the U.S. Treasury, the IRS, and the Federal Tax Court. His firm also offers legal guidance to parties covered by the Foreign Account Tax Compliance Act (FATCA). Michael B. Nelson has been finding legal solutions to tax issues for more than 35 years.

Website
1090 Adams Street, Suite J, Benicia, CA 94510
  • Release of Tax Lien

Why choose this provider?

The Law Offices of Natalya Attestatova offers legal services to business owners, families, and individuals in and around the Napa metro. It assists clients in handling IRS and FTB audits, unpaid and unfiled taxes, and liens and levies. It also provides tax compliance, forensic, and accounting services to help people handle their varying financial situations. The law firm's principal attorney, Natalya Attestatova, is a CPA who has been in the legal practice for more than 10 years.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
601 Montgomery Street Ste. 888, San Francisco, CA 94111
  • Tax Defense

Why choose this provider?

Gregory R. Wilson is a tax attorney who represents individuals and companies in Napa. He helps clients deal with tax controversies with the IRS, the FTB, and the BOE. The legal practitioner negotiates payment plans on behalf of taxpayers to resolve delinquencies. These arrangements include offers in compromise and innocent spouse relief claims. He also handles transactional tax planning. Gregory R. Wilson is a certified taxation law specialist and has focused on the said area since 1996.

Website
1835 1st St, Napa, CA 94559

Why choose this provider?

The Law Offices of Charles Gravett provides legal assistance throughout Napa and the surrounding areas. It guides clients in handling their tax law matters by representing them before the IRS. It also serves individuals needing help in getting tax audits to help them submit their taxes before the filing deadline. The firm's founder, Charles Gravett, has been resolving complex legal issues for more than three decades. Charles is a former member of the Pennsylvania and Virginia state bars.

Website
3445 Golden Gate Way, Lafayette, CA 94549
  • Cash Intensive Businesses
  • Tax Defense
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Cataldo Tax Law, P.C., serves Napa and the surrounding areas. Its client base comprises Fortune 500 corporations, mid-market companies, startups, and high-net-worth individuals implicated in state and local tax controversies. The firm helps resolve disputes associated with state corporate income, sales and use, employment, property, and personal income taxes. Michael J. Cataldo's broad experience includes serving as a tax counsel to the FTB and working as a state and local tax manager with Ernst & Young.

Website
50 Old Courthouse Square, Suite 404, Santa Rosa, CA 95404
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Frank R. Bailey III, Attorney at Law, helps Napa residents with their tax issues. Principal Frank Bailey III helps in tax-free and delayed stock and business asset exchanges and business split-ups and spin-offs. He also assists in property tax planning and transfers and use and sales tax planning for properties with high value. He represents clients in foreign bank account reporting, state and IRS BOE audits and controversies, IRS appeal hearings and seizures, and tax court litigation. Bailey obtained his taxation law specialist certification in 1992.

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.
4.0
Google
4.0 / 5 (4)

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
1255 Treat Boulevard Suite 300, Walnut Creek, CA 94597
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Edward T. Perry serves taxpayers in Napa and the surrounding communities. For more than 25 years, the sole practitioner has been dedicating his private practice to handling tax-related matters, including addressing various income employment or sales tax controversies, like appeals division, collection due process, innocent spouse, and employment status. He represents individuals and small to medium-sized businesses before the Internal Revenue Service, the California Department of Tax and Fee Administration, and other tax agencies in state and federal 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
181 Butcher Road, Vacaville, CA 95687
  • Tax Defense
  • Cash Intensive Businesses
  • Federal Tax Audit
  • State Tax Audit

Why choose this provider?

Arthur Samuel Humphrey Attorney at Law, P.C., handles a wide variety of tax matters for individuals and businesses throughout Napa and the surrounding metros. It covers tax concerns related to planning and advising, sales and use, corporate and partnership, property and estate, and payroll. Additionally, the firm represents clients in tax litigation proceedings. Humphrey opened the law practice in 2011 and has since advocated for clients' interests in business, commercial, tax, and real estate matters.

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
4.1 / 5 (9)

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 Napa, California?

    Sessions of the Tax Court for Napa residents may be held at Rooms 2-1408, Federal Building & U.S. Courthouse, 450 Golden Gate Avenue, San Francisco, California, 94102.

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

    The nearest low-income taxpayer clinic serving Napa is the UC College of Law LITC in San Francisco. Its office phone number is 415-703-8287.

  • Is tax avoidance the same as tax evasion in Napa?

    No. Tax avoidance and tax evasion are not one and the same thing in Napa. Generally speaking, tax evasion is a crime in California, while tax avoidance is not necessarily illegal or unlawful. Tax avoidance is the term used to refer to an individual’s proactive way to minimize their tax burden through taking advantage of valid state deductions.

  • What happens if you missed paying your taxes because of a natural disaster in Napa?

    If a natural disaster hits Napa and you are unable to pay your taxes by the deadline, the California Department of Tax and Fee Administration may grant you relief from penalty and interest charges. To be eligible for this kind of relief, the agency must determine that the reason why you failed to file or pay your taxes on time was, indeed, because of a natural disaster or another reasonable cause and circumstances that are beyond your control.

  • Are you legally obliged to answer the questions of the IRS in Napa?

    There is a law that mandates the IRS to tell you if you are required to answer a question or not. In most cases in Napa, you have the right to refuse to answer the agency’s questions or decline to provide documents they ask for unless a court order exists. However, you must also keep in mind that without your cooperation and the full disclosure of your information, you won’t be able to resolve your case. An experienced tax attorney can provide you with the assistance you need to properly deal with IRS agents.

  • Is the income you earned abroad subject to taxes in Napa?

    Yes, if you live in Napa, you are required to pay taxes for worldwide income, which refers to the money they earned outside the United States. This type of income includes wages, salaries, interest, dividends, business income, and capital gains. So if you gain such finances, you have the responsibility to disclose them in your tax returns to avoid trouble.

  • Can you get your money back if you overpaid your taxes in Napa?

    Yes. You are entitled to get a refund if you overpaid your taxes in Napa. To get your money back, you must file a claim for a refund directly with the IRS. If your claim was denied by the agency, you have the right to file a lawsuit for a refund in either the U.S. Court of Claims or the Federal District Court. A tax attorney can help you pursue a claim if necessary.