Expertise.com

2024

Last updated:

Best Tax Attorneys in Santa Ana

Our Recommended Top 13

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

13Reviewed

13Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
1100 Town and Country Road, Orange, CA 92868
  • Tax Defense

Why choose this provider?

Morgan Sebastian Law, PC, is a firm serving Santa Ana and the surrounding areas. It provides legal representation for individuals who are facing tax disputes with state and federal authorities, like the IRS, California Franchise Tax Board, and California Department of Tax and Fee Administration. Its team assists clients in navigating through their litigation options when they choose to sue IRS for the results of their audits. The firm also handles cases involving unfiled tax returns, penalty abatements, and offers in compromise.

Attorney Information

Attorney NamesExperience
Becky Sebastian - President and Lead Attorney7 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
Google
5.0 / 5 (9)

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
1301 Dove St #960, Newport Beach, CA 92660
  • Criminal Tax Audit
  • Tax Defense

Why choose this provider?

Kassner and Shirazi Law Group is a tax and employment law firm that caters to individuals and businesses in Santa Ana and the Greater Southern California communities. The firm handles a broad range of tax law matters, including cases related to tax controversy and litigation, defense of wrongful IRS levy or property seizure, offers in compromise and payment plans, and IRS audits and appeals. Attorney Shirazi uses his legal experience at the IRS Office of Chief Counsel to provide guidance to clients on their tax problems.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9100 Wilshire Blvd. Suite 601E, Beverly Hills, CA 90212
  • Tax Defense
  • Release of Tax Lien

Why choose this provider?

For over 30 years, Segal, Cohen & Landis has been helping individuals and businesses in Santa Ana resolve their tax problems. Its tax attorneys have over 40 years of combined experience handling federal and state tax controversies, including back taxes, audits, wage garnishments, and levies. They help clients negotiate an offer in compromise or installment agreement with IRS to reduce or eliminate their tax debts. Senior partner Samuel Landis has represented some of the largest tax cases in the entertainment and music industry.

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
Yelp
4.7 / 5 (40)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2601 Main St. Penthouse Suite, Irvine, CA 92614
  • Tax Defense

Why choose this provider?

The Tax Law Office of David W. Klasing is a boutique firm that provides legal services to businesses and individuals in Santa Ana and the surrounding areas. With more than 20 years of combined tax, accounting, and business experience, it assists clients with IRS representation and state, federal, international, and criminal tax law. David Klasing, the founder and managing attorney, is also a CPA. He is a member of the American Association of Attorney Certified Public Accountants.

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
Yelp
4.7 / 5 (31)
Google
4.6 / 5 (27)
Avvo
5.0 / 5 (10)

(+1 additional source)

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
3 Hutton Centre Drive, Suite 500,, Santa Ana, CA 92707
  • Federal Tax Audit
  • State Tax Audit
  • Tax Defense

Why choose this provider?

The Law Offices of A. Lavar Taylor provides advice and representation to clients in Santa Ana and nearby areas. It offers assistance with federal and state tax law matters, including collections and appeals. It handles unpaid tax liabilities with the IRS and California tax agencies. Its managing partner, A. Lavar Taylor, has been practicing law for over 38 years. He is an inaugural member of the adjunct faculty in the Tax LLM Program at the University of California in Irvine.

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
5.0 / 5 (7)
Facebook
5.0 / 5 (4)
Yelp
4.0 / 5 (3)

(+1 additional source)

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
1001 Dove St Ste 190, Newport Beach, CA 92660

Why choose this provider?

Law Office of Paul W. Raymond helps clients with tax controversy matters in the Santa Ana metro. The firm assists in handling issues, including audits, appeals, litigation, liens, and levies. It offers legal counsel to people with criminal tax investigations. Paul Raymond, the founding lawyer, is admitted to practice law before the United States Tax Court, District Courts, and Court of Appeals in 1983. He focuses his practice on federal and state taxation. He is a member of the National Association of Criminal Defense Lawyers.

Attorney Information

Attorney NamesExperience
Paul Raymond - Founder41 yrs

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1800 E Garry Avenue Suite 213, Santa Ana, CA 92705
  • Tax Defense

Why choose this provider?

The Law Office of Marc L. Weber Attorney at Law assists clients in Santa Ana and the surrounding communities with their tax issues. Weber advises taxpayers on how to meet their tax obligations in the context of business, estate planning, and probate procedures. This attorney represents them in dispute resolution proceedings before the IRS, Franchise Tax Board, US Tax Court, and the Court of Appeals. Weber has been a lawyer for more than 40 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
2107 N. Broadway, Ste. 204, Santa Ana, CA 92706
  • Tax Defense

Why choose this provider?

The Law Office of Steven F. Schroeder serves Santa Ana residents and businesses. The firm handles tax and estate law matters, including IRS audits, tax planning and return preparation, and estate plan drafting. Its tax attorney helps resolve unpaid taxes and payroll tax issues and facilitates the release of liens, levies, and wage garnishments. Principal attorney Steven F. Schroeder is a California Bar-certified tax specialist and an Enrolled Agent. Orange Coast Magazine named Schroeder one of California's top tax and estate planning attorneys.

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 (93)
Facebook
5.0 / 5 (20)
Yelp
4.5 / 5 (10)

(+1 additional source)

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
1401 Dove Street Suite 630, Newport Beach, CA 92660
  • Tax Defense

Why choose this provider?

Wilson Tax Law Group serves residents in and around the Santa Ana community. This law firm has offices in Newport Beach and Yorba Linda, offering tax collection, audits, appeals, and litigation. It also deals with estate, gifts, employment, and sales and use taxes. Its legal team provides criminal tax defense services and represents clients in trials. Joseph Wilson, the principal of the firm, previously served as a federal tax prosecutor. The firm's attorneys have over 50 years of collective experience in the industry.

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 (23)
Facebook
5.0 / 5 (13)

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
1055 West 7th Street, Suite 3300, Los Angeles, CA 90017
  • Tax Defense

Why choose this provider?

Disparte Tax Law provides representation to individual and business taxpayers in Santa Ana who are facing disputes with the IRS, EDD, CDTFA, and FTB. The firm helps its clients address a wide variety of tax matters, such as IRS tax audits, administrative appeals, claims for refund, unfiled returns, innocent spouse relief, and criminal tax defense. Founding attorney Suzanne Disparte negotiates with tax agencies and formulates a plan of action to resolve any of these tax controversies.

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 (14)
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

Website
7700 Irvine Center Drive Suite 800, Irvine, CA 92618
  • Federal Tax Audit

Why choose this provider?

D & T Law Corporation advocates for the rights of individuals and business owners in Santa Ana. It handles an array of tax-related matters, including wage garnishment, IRS collection, innocent spouse relief, offers in compromise, and unfiled tax return issues. The legal office also serves clients dealing with FBAR, OVDP, FATCA, foreign account audit, and installment agreement disputes. It also offers business formation and contract creation services. One of the firm's attorneys, Daisy Zhao, is a member of the Asian American Business 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 (1)
Facebook
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
23 Corporate Plaza Drive, Suite 100, Newport Beach, CA 92660
  • Tax Defense

Why choose this provider?

Daniel W. Layton Tax Law represents clients in Santa Ana. It handles a variety of tax controversy issues, including IRS audits, FBAR submission procedures, and criminal tax investigations. Founding attorney Daniel W. Layton is a former IRS trial attorney and federal tax prosecutor with the Department of Justice with 14 years of criminal and civil tax litigation experience. He has gained insight into keeping the IRS and the California Franchise Tax Board in check since beginning his tax career in 2005.

Attorney Information

Attorney NamesExperience
Daniel Layton - Founder19 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
Google
5.0 / 5 (28)
Avvo
5.0 / 5 (22)
Yelp
5.0 / 5 (13)

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
10971 Garden Grove Blvd. Suite G, Garden Grove, CA 92843
  • Tax Defense

Why choose this provider?

The Law Office of Vinh N. Doan collaborates with the state and IRS to help residents from Santa Ana and the neighboring communities resolve their tax issues. It also assists individuals with their estate planning needs and immigration concerns. In addition, it aids entrepreneurs in setting up their businesses and preparing contracts. Vinh Doan holds a master's, J.D., and LL.M. degree in Taxation. He obtained extensive experience in finance and tax from working in the corporate arena. Doan is fluent in Vietnamese.

Attorney Information

Attorney NamesExperience
Vinh Doan - Principal10 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
Google
5.0 / 5 (49)
Facebook
5.0 / 5 (9)

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 Santa Ana, California?

    The Tax Court holds trial sessions at Ronald Reagan Federal Building and U.S. Courthouse located at 411 West 4th Street, Room 1053 Santa Ana, CA.

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

    The low-income taxpayer clinic that is nearest to Santa Ana is the Public Law Center Federal Tax Clinic located at 601 W. Civic Center Drive Sta. Ana, CA.

  • How long does it take the IRS in Santa Ana to approve an Offer in Compromise?

    The IRS in Santa Ana typically makes a decision within four to six months of the account being assigned to a specialist. An acknowledgment letter should be sent to the taxpayer within two to four weeks of receiving the Offer in Comprise. It may take longer if the account is more complex.

  • Does the public have access to Offer in Compromise records in Santa Ana?

    Yes. If the Santa Ana Offer in Compromise is approved, the IRS will keep a record of the taxes owed and the amount received for one year and make it public. Anyone interested in learning more about what the IRS might accept in their cases is invited to review the previous year's Offers authorized in the district.

  • What should a Santa Ana resident do if a tax lien was incorrectly filed?

    Residents in Santa Ana can file an administrative appeal with the IRS Office of Appeals via a Collection Appeal (CAP) to challenge an incorrect tax lien. It should be noted, however, that this administrative appeal process does not allow for the determination of the underlying tax liability. Individuals in such situations should seek advice from a tax professional or consult with the IRS directly to ensure appropriate and accurate action is taken.

  • What types of funds can the IRS not seize in Santa Ana?

    In general, residents of Santa Ana may be able to keep any properties they did not own or have no interest in at the time the levy was put into effect. These include:

    • Workers Compensation
    • Unemployment benefits
    • Certain annuity and pension benefits
    • Certain public assistance payments
    • Certain service-connected disability benefits for Veterans
    • Income specifically designated for court-ordered child support payments
  • How much time does the IRS in Santa Ana have before collections become invalid?

    The IRS in Santa Ana has a 10-year time limit from the date of assessment to pursue the collection of delinquent taxes. The taxpayer's liability ends when the statute of limitations expires. Nonetheless, the 10-year collection statute of limitations in California can be extended in certain circumstances, such as filing an Offer in Compromise, granting a waiver, or initiating bankruptcy proceedings.