Expertise.com

2024

Last updated:

Best Tax Attorneys in Oakland

Our Recommended Top 8

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

8Reviewed

8Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
333 Sacramento Street, San Francisco, CA 94111
  • Tax Defense

Why choose this provider?

Wood LLP Attorneys at Law provides legal services to clients in Oakland and nearby areas. The firm comprises tax lawyers handling federal and state tax audits, tax appeals, and tax litigation and giving tax advice to individuals and businesses. Additionally, they regularly write formal tax opinions. Robert W. Wood, the firm's founding attorney, contributes tax articles to Forbes and other publications. He is a board-certified tax law specialist and a fellow of the American College of Tax Counsel.

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

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
580 California Street Suite 1200, San Francisco, CA 94104
  • State Tax Audit

Why choose this provider?

Premier Tax Attorney, PC, offers tax relief solutions to individuals and businesses in Oakland and the surrounding communities. The law firm helps with removing wage garnishments and bank levies, business tax debts and payroll taxes, tax liens and liens subordination, and IRS tax settlements. Founding attorney Ary Ariazand has more than 15 years of experience resolving taxpayer problems. He had worked for the California Franchise Tax Board and the IRS before establishing the firm.

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 (29)
Yelp
5.0 / 5 (1)
Avvo
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
4 Orinda Way, Suite 110-D, Orinda, CA 94563
  • Tax Defense

Why choose this provider?

Business Estate & Tax Attorneys, P.C., serves clients throughout Oakland. It provides a wide range of services, from personal and business tax and asset planning to tax litigation, handling cases that involve audit problems, corporate tax issues, deficiency disputes, large tax debts, and tax fraud. It handles various types of tax litigation cases, such as IRS disputes and California Department of Tax and Fee Administration issues. Leighton A. Burrey, the founder of the firm, is admitted to practice before the United States 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 (7)
Facebook
5.0 / 5 (4)
Avvo
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

StoneBridge Counsel, APC, is a full-service tax law firm. It offers legal services to individuals and businesses in Oakland and nearby metros. It provides tax litigation services, criminal tax defense, back tax issues, and audit representation before the Internal Revenue Service, the Franchise Tax Board, and state and local taxing agencies. Sandeep Singh is a former IRS tax attorney in the Office of Chief Counsel. He has an advanced degree in taxation and is a US Army veteran.

Attorney Information

Attorney NamesExperience
Sandeep Singh - Founder6 yrs

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

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
90 New Montgomery, 9th Floor, San Francisco, CA 94105
  • Tax Defense

Why choose this provider?

Robert L. Sommers is a sole practitioner with over 44 years of experience serving Oakland and its surrounding communities. He represents small companies, US citizens, and foreign individuals in a wide range of domestic and international tax, business, and estate planning matters. These include tax controversies, foreign income, asset protection, real property exchanges, and employee stock options. Sommers is a certified tax specialist by the California Board of Legal Specialization. He also authors tax analysis and planning content for the Tax Prophet website.

Attorney Information

Attorney NamesExperience
Robert Sommers - Principal47 yrs

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 (39)
Google
5.0 / 5 (4)
Avvo
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
201 Spear St. Suite 1100, San Francisco, CA 94105
  • Criminal Tax Audit
  • Tax Defense

Why choose this provider?

The Law Office of Douglas Greenberg offers legal services to Oakland residents facing tax issues. Since its foundation in 2010, the firm has been representing clients subject to state and federal tax audits. Its attorney, Douglas Greenberg, also guides taxpayers through the IRS and state tax appeals processes. He practices international taxation, including complex tax filings, disputes, and planning. Greenberg's professional experience includes working for the United States Tax Court and the Tax Division of the Justice Department.

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 (47)
Google
5.0 / 5 (4)
Avvo
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

Website
1919 Addison Street, Suite 105, Berkeley, CA 94704
  • State Tax Audit
  • Criminal Tax Audit
  • Tax Defense

Why choose this provider?

Zachary Epstein Attorney at Law, CPA, MBA provides tax solutions to individuals and small businesses in Oakland. Epstein draws from over 25 years of experience in assessing the circumstances of clients to identify solutions for resolving disputes. He represents them in IRS audits and appeals, counsels on how to abate tax penalties, and offers collection defense strategies. His tax services also include tax planning and return preparation for individuals, businesses, and estates. Epstein's other areas of expertise include probate and business law.

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)

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
180 Grand Ave., Suite 1390, Oakland, CA 94612
  • Tax Defense

Why choose this provider?

McInerney & Dillon has been responding to the public's legal needs for over 60 years. The firm represents Oakland clients in administrative proceedings of the IRS and California Franchise Tax Board and tax litigation in the U.S. Tax Court. Charles Toombs assists organizations with taxation matters including compliance, planning, and issue resolution. He holds a Master of Law in Taxation and is a former member of the CEB Business Law Advisory Committee. Toombs is the past president of the Kensington Police Protection and Community Services District.

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)
Yelp
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.
3.8
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 Oakland, California?

    Taxpayers in Oakland can go to the United States Tax Court - San Francisco. Trials are held in Rooms 2-1408 of the Federal Building & U.S. Courthouse at 450 Golden Gate Avenue, San Francisco (94102).

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

    Call the Client Intake Line of The Bar Association of San Francisco's Low Income Taxpayer Clinic (LITC) at (415) 782-8978. For details, send an email to litc@sfbar.org. Additionally, get in touch with the UC College of Law LITC at 415-703-8287 for assistance.

  • When can a spouse in Oakland get protection under Innocent Spouse Relief?

    Generally, the spouse of the debtor can no longer be held liable for tax debts if the couple divorces, do not live together, or separates. Additionally, if the said spouse's petition for relief gets denied in Oakland, they also can get protection under Equitable Relief (ER). But, they must file for ER within 30 days of receiving the denial notice or else their case gets closed without relief.

  • What can you do if you are being audited for tax credits in Oakland?

    You need to provide the IRS with additional documents, depending on your case. If you have received a notice involving Child Tax Credit and Earned Income Tax Credit, the IRS may ask you for proof of the dependent's residency or proof of relationship. Carefully check the notice because the requested documents will be indicated there. Audits usually happen if the IRS suspects incorrect or fraudulent claiming of credits.

  • What should you do if you are being investigated for criminal tax allegations in Oakland?

    Talk to a tax attorney as soon as you can. A criminal investigation can potentially destroy your career, business, and personal relationships. The attorney can prepare strategies to put an end to the investigation in Oakland and persuade authorities to dismiss your case. Should the case go to trial, the attorney can build a defense plan, represent you in court, and prepare for any civil lawsuit that may follow.

  • Why is working with a tax attorney better than with a CPA during an audit in Oakland?

    The tax attorney can provide a better perspective compared to the CPA, whose work on the tax return may be the reason for the audit in Oakland. The attorney has the training and knowledge in applying the nuances of tax laws appropriate for the situation and improve the outcomes of the audit. Additionally, attorneys provide the advantage of attorney-client privilege that ensures clients the confidentiality of their cases.

  • Should you report money given from a non-citizen relative to the IRS in Oakland?

    Not reporting to the IRS in Oakland when the money you received from a non-citizen relative is $100,000 or more could lead to a penalty of 35% of the money you received. You must also report it if you receive more than $16,388 (as of 2020) from a foreign entity. Use IRS Form 3520 (Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts).