Expertise.com

2024

Last updated:

Best Tax Attorneys in San Mateo

Our Recommended Top 4

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

4Reviewed

4Curated

4Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
350 Primrose Road, Burlingame, CA 94010
  • Tax Defense

Why choose this provider?

Anderson Yazdi Hwang Minton + Horn LLP represents individuals, high-net-worth families, and institutional fiduciaries in and around San Mateo. The firm addresses various tax issues, including federal estate tax return compliance, income and property tax disputes, and gift tax division controversies. Its team of attorneys assists tax-exempt organizations in forming private foundations and charitable split-interest trust planning. They draw from over 200 years of combined experience to advocate for their rights in litigation or settlement negotiation with the Internal Revenue Service.

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)

Website
1021 South El Camino Real, 2nd Floor, San Mateo, CA 94402
  • Tax Defense

Why choose this provider?

The Law Office of Lana Black caters to the legal needs of individuals, families, and small business owners in San Mateo. It offers IRS representation and income tax consulting and planning. Additionally, the firm represents people in post-death matters, including trust administration and probate proceedings. Lana Black, the firm's owner, has experience assisting people with their finances and taxes as an Enrolled Agent. Before starting her law practice, she was a small business owner for over 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
Facebook
5.0 / 5 (1)

Website
577 Airport Boulevard Suite 400, Burlingame, CA 94010
  • Cash Intensive Businesses
  • Tax Defense
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Barulich Dugoni & Suttmann serves individuals and businesses in San Mateo. Its attorneys offer advice on various tax matters, including audits, delinquencies, and considerations related to estate planning. They address tax issues arising in real estate transactions and business formations. The team also represents taxpayers before the IRS, the California Franchise Tax Board, the California State Board of Equalization, and the local county tax assessor’s office. The firm has several practitioners certified as estate planning, trust, and probate law specialists.

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
Yelp
4.8 / 5 (19)
Google
4.8 / 5 (4)
Facebook
5.0 / 5 (2)

Website
951 Mariners Island Boulevard Suite 300, San Mateo, CA 94404
  • Tax Defense

Why choose this provider?

Fok Immigration Law offers legal guidance to clients in and around San Mateo. It assists people seeking to become U.S. citizens in planning their taxes, helping them reduce tax liabilities before becoming residents. In addition, the practice works with them in acquiring temporary and permanent employment visas and nonimmigrant visas for fiancés and spouses. Fok Immigration Law also handles naturalization and green card applications. Its lead attorney, Justin Fok, is a member of the American Immigration Lawyers Association.

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)
Facebook
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.
5.0
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 San Mateo, California?

    San Francisco is the closest location for Tax Court trial sessions to San Mateo, California. The San Francisco Tax Court Trial Session is at 450 Golden Gate Avenue. Tax trial sessions are held specifically in room 4228.

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

    There are three closest low-income taxpayer clinics to San Mateo, California, in San Franciso. These are the Chinese Newcomers Service Center, Justice and Diversity Center of the Bar Association of San Francisco, and UC College of Law LITC.

  • Why is it essential to hire a tax attorney during an audit in San Mateo?

    Hiring a tax attorney during an audit in San Mateo is essential for several reasons. A tax attorney possesses the expertise to navigate the complexities of tax laws effectively. They can leverage their knowledge to capitalize on errors or use their advice to reduce penalties. Having a tax attorney provides a fresh perspective to auditors and increases the chances of achieving a favorable outcome.

  • Do you need to report inheritance from a foreign country to the IRS in San Mateo?

    Yes. Reporting an inheritance from a foreign country to the IRS in San Mateo is necessary. It is essential to be aware of the reporting requirements and comply accordingly. Seeking professional guidance and consulting with a tax attorney can help ensure that you accurately report your foreign inheritance, avoiding potential issues with the IRS.

  • What is the timeline for appealing your tax court case in San Mateo?

    To appeal a tax court case in San Mateo, you must file a Notice of Appeal within 90 days of the date the Tax Court enters its decision. This deadline is crucial, so count from the correct date. The opinion and decision documents may have different dates, so check both. The IRS may appeal the decision if you win on some issues but lose on others. If they do, you will have 120 days to file your appeal.

  • Will the IRS be able to collect the taxes you owe while your appeal is pending in San Mateo?

    Yes. The IRS can collect the taxes you owe while your appeal is pending in San Mateo. However, you can delay payment by filing a Notice of Appeal and posting a bond. The Tax Court determines the bond amount, which cannot exceed double the tax deficiency. You can also consider negotiating an installment payment agreement. It is always best to seek early assistance with an appeal, as this will increase your chances of a successful resolution.

  • What to do if you're being investigated by the IRS in San Mateo?

    Being investigated by the IRS in San Mateo can be stressful and have serious consequences. Hence, seeking legal counsel is vital to protect your rights and navigate the complex process. A lawyer can assess your situation and determine if you are the target of the investigation. They will also help you understand your rights and options and represent you in discussions or negotiations with the IRS.