Expertise.com

2024

Last updated:

Best Tax Attorneys in San Marcos

Our Recommended Top 8

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Our goal is to connect people with the best local professionals. We scored San Marcos 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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Learn about our selection process.

Providers

featured provider = Featured Provider

12526 High Bluff Drive, Ste. 300, San Diego, CA 92130

Why choose this provider?

R. Anthony Bauman is a taxation law specialist working with individuals and businesses in San Marcos and the surrounding areas. He helps resolve tax disputes, liens, and levies with the IRS and Franchise Tax Board. He also provides tax planning services and helps with innocent spouse relief claims, offers in compromise, and installment agreements. R. Anthony Bauman has been practicing law for more than 20 years, and he extends his services to those who speak Spanish.

630 Alta Vista Dr., Suite 106, Vista, CA 92084

Why choose this provider?

Passmore Law serves individuals and businesses in San Marcos. It provides legal representation for IRS audits and helps clients minimize their tax liabilities and comply with federal and state tax laws. The firm's other services are business entity formation and structuring, financial and retirement planning, and estate and trust planning. Principal attorney Daniel E. Passmore is an enrolled agent and holds an LL.M. in taxation. He is also a member of the Consumer Attorneys of San Diego.

  • State Tax Audit
  • Federal Tax Audit

5190 Governor Dr. Ste 208, San Diego, CA 92122

Why choose this provider?

Seckelman's Tax Inc. helps clients in San Marcos resolve tax problems with the IRS, such as wage garnishment, levies, liens, and audits. It helps with tax relief programs, like innocent spouse relief, separation of liability, and equitable relief. It also provides tax planning and education services, as well as prepares tax returns for individuals, corporations, and estates. Founder Joseph "Joe" Seckelman opened his firm in 1981 and previously taught taxation law at Western State Law School.

  • Cash Intensive Businesses
  • Criminal Tax Audit
  • State Tax Audit

3465 Camino Del Rio South, Suite 400, San Diego, CA 92108

Why choose this provider?

Hone Maxwell LLP has been working for people in San Marcos and the surrounding areas for over a decade. It provides legal representation before the IRS and U.S. Tax Court in audits, examinations, and appeals. It also helps resolve tax debts through programs such as installation agreements, offers in compromise, and lien and levy releases. Several of the firm's attorneys hold an LL.M. in taxation. Hone Maxwell extends its services to those who speak Spanish and Mandarin.

  • Tax Defense
  • State Tax Audit
  • Criminal Tax Audit

3585 Fourth Avenue, San Diego, CA 92103

Expertise.com Rating

Why choose this provider?

CPA & Law Offices is a tax, estate planning, and accounting firm serving San Marcos and the surrounding areas. It provides legal representation for audits with the IRS, Franchise Tax Board, State Board of Equalization, and Employment Development Department. It also helps with appeals and provides tax planning services. Principal attorney Stuart M. Hurwitz has been appointed to the IRS Advisory Council and has served as the chairman of the State Bar Association of California, Taxation Section.

  • Tax Defense

745 N Vulcan Ave, Encinitas, CA 92024

Why choose this provider?

Milikowsky Tax Law works for U.S. and foreign businesses and individuals in San Marcos and nearby areas. It provides legal representation for audits and appeals with the IRS, California Employment Development Department, and California Franchise Tax Board. The firm also helps with payroll and transactional tax issues, as well as PPP loan forgiveness applications. Its founding attorney, John Milikowsky, has a master's degree in taxation and has been practicing law for more than 10 years.

  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit

5927 Balfour Court, Ste. 104, Carlsbad, CA 92008

Expertise.com Rating

Why choose this provider?

Staub Law caters to clients in San Marcos and nearby areas. It represents individuals and businesses against the IRS, California State Board of Equalization, and U.S. Tax Court. It handles audits, liens and levies, wage garnishments, and appeals. In addition, it offers tax return preparation and planning services. Matthew J. Staub has been in the field for more than a decade. He also does pro bono legal work for the Volunteer Income Tax Assistance Program.

  • Tax Defense

8340 Clairemont Mesa Blvd #213, San Diego, CA 92111

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

National Tax Attorney provides legal assistance to the people of San Marcos. Its team of tax attorneys, certified public accountants, and enrolled agents helps clients settle IRS tax debt and avoid seizures and wage garnishment. The firm also helps with settlement options such as offers in compromise and has been featured on CBS News, FOX, ABC, and NBC. Its founder, Robert Harris, has more than 30 years of experience and holds a master's degree in taxation.

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 San Marcos, California?

    The closest tax court to San Marcos is situated at 880 Front Street, San Diego, California, 92101-8828.

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

    The location of the nearest low-income taxpayer clinic to San Marcos is 1764 San Diego Ave., San Diego, CA 92110.

  • Is the bonus that your San Marcos employer gives you taxable?

    Yes. Bonuses in San Marcos are subject to both state and federal taxation, just like regular wages. Bonuses are regarded as supplemental income, which is taxed at a separate rate. The tax rate on bonuses in California is 10.23%. For instance, if you received a $5,000 bonus, the state of California would require you to pay $511.50 in taxes.

  • Can you reschedule your San Marcos audit appointment if your company is not yet prepared for the scheduled audit?

    Yes. Rescheduling your audit appointment in San Marcos is not ideal, but it is still preferable than showing up unprepared and unable to answer queries from an IRS revenue agent.

  • Does the IRS send audit schedules to San Marcos taxpayers through email?

    No. San Marcos taxpayers are never contacted by the IRS through email to begin an audit. The IRS will contact the taxpayer by mail or by phone to inform them that they have been chosen for an audit because of particular disclosure standards. In official correspondence, the IRS will describe the kind of audit that it intends to conduct, along with any directions you need to follow.

  • What should you do if you discover that you have made an error on the tax return you have submitted in San Marcos?

    If you find an error on the tax return you filed in San Marcos, you may choose to file an updated or corrected tax return using Form 1040-X. You should include the appropriate paperwork for the information that you are amending on the first tax return that you have submitted. The IRS normally processes amended returns within 16 weeks.