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2024

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Best Tax Attorneys in Pleasanton

Our Recommended Top 11

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Our goal is to connect people with the best local professionals. We scored Pleasanton Tax Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

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11Top Picks

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Providers

featured provider = Featured Provider

4900 Hopyard Rd. Suite #100, Pleasanton, CA 94588

Expertise.com Rating

Review Sources

Google
4.3 (4)

Why choose this provider?

SF Tax Counsel protects the legal rights of clients in Pleasanton and the surrounding metros. The office helps consumers, partnerships, and corporations with tax preparation. It also assists individuals in dealing with tax-related complications with the IRS. In addition, it guides clients in understanding the tax law concerning divorce, real estate sales or purchases, asset protection, business entity planning, and consumer income reporting and deductions. The law firm extends its services to clients in Florida.

  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit

2500 Old Crow Canyon Road Building 200 Suite 225, San Ramon, CA 94583

Why choose this provider?

Michael B. Nelson International Tax serves the legal needs of individuals, families, and businesses in Pleasanton. It handles tax amnesty issues and guides clients during criminal investigations to help them address interests and penalties associated with voluntary disclosure. The firm also takes on cases related to bank account reporting and IRS overseas auditing. Its principal partner, Michael Nelson, has been in the field for over 35 years. He represents clients before the Internal Revenue Service and Federal Tax Court.

  • Cash Intensive Businesses
  • Tax Defense
  • Criminal Tax Audit

3790 El Camino Real, #211, Palo Alto, CA 94306

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Review Sources

Google
5.0 (13)

Why choose this provider?

Bay Legal APC provides its legal services to private individuals and entrepreneurs in Pleasanton. Its attorneys help taxpayers resolve their tax obligations through IRS programs like offers-in-compromise, payment agreements, and penalty abatement, as well as the discharge of liens, levies, and wage garnishment. The firm also provides bookkeeping, auditing, and tax return preparation services. The managing director, Jayson R. Elliott, previously worked for several high-profile Silicon Valley-based firms, including Lockheed Martin, HP, and eBay.

  • Tax Defense

1655 N Main St. #350, Walnut Creek, CA 94596
Website

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Review Sources

Google
5.0 (1)

Why choose this provider?

Lin Tax Law helps individuals and business owners in the Pleasanton area deal with various tax issues. It provides legal representation and counsel to clients with tax matters involving IRS and FTB audits, penalty abatement, installment payments, offers in compromise, and innocent spouse relief. The legal office also handles pre-immigration tax planning, offshore voluntary disclosure, foreign investments, and international estate planning issues. Its principal lawyer, Jenny Lin, specializes in tax matters and has been practicing law for over 20 years.

  • Tax Defense
  • Cash Intensive Businesses
  • Criminal Tax Audit

1990 N. California Blvd., Suite 830, Walnut Creek, CA 94596

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Review Sources

Google
4.8 (19)

Why choose this provider?

StoneBridge Counsel, APC, is a full-service tax law firm that caters to individuals in Pleasanton. Its founding attorney, Sandeep Singh, represents taxpayers in issues related to enforced collections, audits, and disputes with local and state taxing authorities and the IRS. His experience as a former IRS litigator allows him to develop litigated strategies, analyze legal arguments advanced by taxpayers, and coordinate legal issues with the Internal Revenue Service. He extends his practice to real estate and commercial litigation.

  • Tax Defense

201 California St. Ste. 640, San Francisco, CA 94111

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Review Sources

Yelp
5.0 (62)
Google
3.8 (20)

Why choose this provider?

Moskowitz LLP works with individuals and businesses in Pleasanton and its surrounding areas. It represents clients in tax disputes with the Internal Revenue Service, Department of Justice, and state tax regulators. It also offers services such as international tax planning, collections representation, and tax return and tax opinion preparation. The firm's other areas of practice include business and real estate law. Its founder, Stephen Moskowitz, is a former accountant and is admitted to practice before the United States Supreme Court.

  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

111 North Market Street Suite 300, San Jose, CA 95113
Website

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Sun J Chung, Attorney at Law, serves clients in the Pleasanton metro seeking legal support for their financial issues. The law office assists individuals, partnerships, and corporations facing disputes with the Franchise Tax Board and the Internal Revenue Service. It also helps with various tax-related matters such as penalty abatement, levy and wage garnishments, offers in compromise, appeals, and foreign bank account and asset reporting compliance. Its attorney, Sun Chung, is admitted to practice before the United States Tax Court.

  • Tax Defense

4000 Pimlico Dr, Ste # 114-234, Pleasanton, CA 94588

Why choose this provider?

The Somal Law Firm caters to individuals, families, and businesses in Pleasanton. It provides legal counsel to clients dealing with tax-related matters and represents them before the Board of Equalization, IRS, and Franchise Tax Board. The firm also takes on cases related to foreclosures and negotiates with creditors to help debtors settle their bankruptcy lawsuits. Founding partner Bob Somal is a member of the National Association of Consumer Bankruptcy Attorneys and is admitted to practice in the United States Tax Court.

111 Deerwood Road, Suite 200, San Ramon, CA 94583
Website

Expertise.com Rating

Why choose this provider?

The Intelligent Law Firm works with businesses and families in Pleasanton. Since 2005, it has been providing legal counsel and representation in various areas of tax law. The practice helps clients create strategies to minimize tax implications from an impending event like the sale or foreclosure of real estate. It also assists people in filing for bankruptcy to prevent taxes and tax liens. Principal partner Eric Nixdorf is board-certified in bankruptcy law by the State Bar of California, Board of Specialization.

  • Tax Defense

7080 Donlon Way Suite 126, Dublin, CA 94568

Expertise.com Rating

Review Sources

Google
4.3 (4)

Why choose this provider?

Steve Costello Attorney at Law, represents business and individual taxpayers in the Pleasanton area and the surrounding communities. Costello defends the rights of clients in different stages of tax case litigation, appeals, and negotiation. He assists in dealing with audits, navigating international business taxation, and facing challenges from the IRS and FTB. The lawyer also helps with foreign tax credits, intangible tax planning, and evasion protection. Costello has been practicing law for more than 25 years.

111 North Market Street Suite 300, San Jose, CA 95113

Expertise.com Rating

Review Sources

Google
5.0 (16)

Why choose this provider?

Kim & Rosado serves clients in Pleasanton and nearby areas. It represents organizations, individuals, and businesses involved in federal tax controversies and IRS disputes. Its team of attorneys defends clients by reducing levies, submitting offers in compromise, filing for innocent spouse relief, and negotiating installment agreements. Anthony Kim, one of the partners, previously served as Ernst & Young, LLP's Executive Director of Tax Controversy and Risk Management Services. He has represented high-net-worth individuals and Fortune 500 organizations.

  • Bank & Wage Levy

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 Pleasanton, California?

    The Tax Court holds trial sessions for Pleasanton tax cases in Los Angeles. The office is located at Rooms 1167 & 1174 Edward R. Roybal Center & Federal Building 255 E. Temple Street.

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

    The closest low-income taxpayer clinic in Pleasanton is the Bookstein Low Income Taxpayer Clinic in Los Angeles. You may call (818) 677-3688 for assistance.

  • How can you avoid death taxes in Pleasanton?

    Proper estate planning can help you avoid Pleasanton death taxes. You can distribute your assets to family and friends. To avoid estate taxes, the assets should not exceed the annual and lifetime gift tax exemptions. You can also set up an irrevocable trust because the assets placed in it are not considered taxable estates.

  • What happens if you always ignore IRS notices or letters in Pleasanton?

    If you consistently disregard notices or letters in Pleasanton, the IRS will have no choice but to seize your stocks, bonds, paychecks, checking accounts, and Social Security checks to pay off your tax debts. Its officers can also seize your assets, which include your home, car, boat, motorcycle, jewelry, retirement funds, and insurance policies.

  • Is it a good idea for divorced couples to file a joint tax return in Pleasanton?

    While their divorce is still pending, it is advantageous for spouses to file a joint tax return in Pleasanton. They can still do it if they are still legally married at the end of the year. If the divorce is finalized on December 31st, the spouses must file separate tax returns for that year.

  • Who is responsible for collecting and paying trust fund taxes of companies or businesses in Pleasanton?

    A person or group of people is in charge of collecting and paying Pleasanton trust fund taxes on behalf of companies or businesses. Employees, officers, partnership members, non-profit organization board of trustee members, corporate directors, and shareholders are all examples of accountable parties. If the responsible person fails to settle their tax liabilities, the Trust Fund Recovery Penalty may be filed against them.

  • What should you do if there is an error in the supporting information you provided to the IRS in Pleasanton?

    If there is an error in the supporting information you provided to the Internal Revenue Service, you should notify them. You can explain the error in a letter to the IRS. To report errors, you can also use Form 433-A or 433-B. Ignore minor inaccuracies in order to avoid application process delays.