Expertise.com
2024

Last updated:

Best Tax Attorneys in San Bernardino

Our Recommended Top 5

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

5

Reviewed

5

Curated

5

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
3911 Merrill Ave, San Bernardino, CA 92506

Why choose this provider?

Timothy M. Kelley, Esq., MBA, CPA, is a law and accounting firm serving San Bernardino. It represents corporations and individuals in tax audits and assists in tax preparation, estate and retirement planning, and business sales and acquisition. The firm’s clients include manufacturers, medical offices, real estate professionals, retailers, and fellow lawyers. President and founder Timothy M. Kelley has been practicing tax law for over 30 years. As a former instructor of the subject, he provides clients with comprehensible explanations and answers to their questions.

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
Facebook
5.0 / 5 (41)
Google
4.0 / 5 (6)
Yelp
3.5 / 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
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Website
4129 Main St, Ste 201, Riverside, CA 92501
  • Tax Defense

Why choose this provider?

All Tax Problems provides legal services to residents in the San Bernardino area and the surrounding communities. It assists clients in dealing with simple and complex issues with the Internal Revenue Service, such as tax audits and returns, offers in compromise, liens and levies, wage garnishments, and other tax settlement options. The law firm also handles estate, probate, and business tax issues and helps clients identify the ideal approach to achieve positive results. All Tax Problems has been in the legal practice for more than 25 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
829 W Colton Ave, Redlands, CA 92374
  • Bank & Wage Levy
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

FD Whitley provides tax preparation and planning to individuals and small to large businesses in order to reduce tax liabilities in San Bernardino. It assists clients in understanding federal, state, and municipal tax laws and other changes that affect their personal and business tax issues. The legal team assesses clients' financial standing to determine their eligibility to apply for installment plan agreements involving debt payments. The principal attorney, Fredrik D. Whitley, has more than 20 years of relevant tax, estate, and financial experience.

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 (4)

Website
543 E. San Bernardino Rd. Ste A, Covina, CA 91723
  • Tax Defense

Why choose this provider?

YBCTax, Tax and Accounting Firm caters to business owners, independent professionals, and executives residing in San Bernardino. It represents clients in their dealings with local and federal tax authorities such as the FTB and IRS. It guides you through the entire tax-related process, from filing appeal petitions to preparing tax returns. Its team also assists small businesses that want to increase their profitability by developing effective accounting systems tailored to their industry. Young B. Chung, the principal attorney, founded 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 (2)
Yelp
5.0 / 5 (1)

Website
144 North Indian Hill Boulevard, Claremont, CA 91711
  • Tax Defense

Why choose this provider?

Taylor, Simonson, & Winter, LLP, Attorneys at Law, caters to families and business owners in and around San Bernardino. It takes on IRS and California tax problems and represents clients during court litigation proceedings. The firm addresses issues involving tax audits and collections, wage levies and property seizures, and tax deficiency notices. It also handles cases related to trust and estate administration, gift planning, and incorporation and LLC formation. One of the partners, Bonnue Emadi, has been practicing law since 1997.

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 (4)

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 withExpertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

Frequently Asked Questions

  • Where does the Tax Court hold trial sessions closest to San Bernardino, California?

    The nearest tax court to San Bernardino is situated at Edward R. Roybal Center & Federal Building, Rooms 1167 and 1174, 255 E. Temple Street, Los Angeles, CA, 90012.

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

    A low-income taxpayer clinic near San Bernardino is Inland Counties Legal Services located at 1040 Iowa Avenue, Suite 109, Riverside, CA 92507.

  • If you don't have the funds to pay the tax, should you continue in filing your tax return in San Bernardino?

    Yes. Even when you lack the funds to pay the tax, you should still register your tax return in San Bernardino. In that situation, you will be assessed interest and a late payment fee but will be exempt from a sizable late filing fee. File your tax return by the deadline, whether or not you intend to pay it later.

  • How lengthy is San Bernardino's statute of limitations for IRS debt collection?

    According to Internal Revenue Code 6502, the IRS typically has a decade from when the tax was assessed to collect any unpaid sum owed in San Bernardino. Taxpayers can contact the IRS and inquire about their outstanding balances and the collection statute of limitations. Unless the statute of limitations on collecting the debt has expired, the IRS agent can typically provide this details over the phone.

  • In San Bernardino, is it possible to videotape your IRS interview?

    Yes, you have the legal authority to film an IRS interview in San Bernardino. Likewise, the IRS has the power to record a conversation. You must submit a written request for recording the interview no less than ten days before the scheduled time. Additionally, you must provide your own audio gear.

  • If you owe San Bernardino taxes and the IRS finds out, may they revoke your passport?

    Yes. Under specific circumstances, the IRS is permitted to withdraw the passports of San Bernardino residents who owe more than $50,000 in taxes. The IRS may also block the renewal or issuance of a passport. To examine all of your alternatives in these circumstances, you should speak with a tax litigation attorney.

  • What acts should you take if the IRS Criminal Tax Investigation Unit in San Bernardino calls you?

    It is advised that you remain silent if the IRS Criminal Tax Investigation Unit in San Bernardino calls you. Never offer any information or paperwork. Additionally, refrain from asking questions. Keep in mind that you cannot take back whatever you have spoken or provided. Numerous causes may be behind the call, but they are all related to the IRS's perception that you or another person has committed a serious tax crime.