Expertise.com

2024

Last updated:

Best Tax Attorneys in Santa Rosa

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

5Reviewed

5Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
1312 Oak Avenue, St. Helena, CA 94574

Why choose this provider?

The Law Offices of Kathy Zelazny addresses the legal problems of people in and around Santa Rosa. For more than five years, the firm representing small business owners and high-net-worth individuals with their tax controversies in federal and state courts. In addition, it handles other legal areas, which include trust and estate administration, business entity formation, advanced healthcare directives, and business succession planning. Kathy Zelazny, the firm's founder, has been a practicing lawyer since 1994 and holds a Master of Laws in Taxation.

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)

Website
181 Butcher Road, Vacaville, CA 95687
  • Tax Defense

Why choose this provider?

Arthur Samuel Humphrey, Attorney at Law, P.C., has been serving clients in Santa Rosa for over 10 years. The firm deals with tax law cases and represents individuals in litigation proceedings. It offers tax planning services involving property, estate, sales and use, and payroll matters. It also handles real estate law, where it helps clients develop residential, commercial, and agricultural land. Arthur Humphrey, its sole lawyer, previously worked at KMG Real Estate Finance and Investment Company as a senior loan processor.

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.
4.1
Google
4.1 / 5 (9)

Website
50 Old Courthouse Square, Suite 601, Santa Rosa, CA 95404
  • Tax Defense

Why choose this provider?

Evans Kingsbury, LLP, is a woman-led law firm that serves people within Santa Rosa. Its attorneys have over eight decades of combined experience in challenging IRS audits and appealing tax-related cases on behalf of clients before state courts. They determine each individual's eligibility for an appeal by assessing relevant factors within financial records and statements, as well as guidelines in local taxation laws. One of the firm's partners, Noreen Evans, previously headed the Legislative Women's Caucus and the U.S. Senate Committee on the Judiciary.

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 (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
700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939
  • Tax Defense

Why choose this provider?

Scott Flaxman Law represents the residents of Santa Rosa who need tax counsel. The office resolves taxation disputes before the IRS and negotiates offers in compromise to settle obligations from unfiled returns. It seeks release from levies, wage garnishments, and seizures. The firm also takes on real estate matters like land use and construction defect cases. Scott A. Flaxman caters to individuals and small businesses and also has experience with estate planning and general liability insurance.

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.
4.9
Google
4.9 / 5 (13)

Website
400 Aviation Blvd, Suite 200, Santa Rosa, CA 95403
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Friedemann Goldberg Wargo Hess, LLP handles complex tax law-related transactions and issues in Santa Rosa. Steven M. Goldberg, along with the other lawyers, represents clients in income, estate, gift, and property tax cases matters. They aim to minimize the tax liability of individuals and businesses by utilizing a creative approach to planning and sharing assets with trusted family members. Friedemann Goldberg Wargo Hess strives to maximize clients' tax efficiency while ensuring they conform to tax regulations and policies.

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)
Yelp
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

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 Rosa, California?

    Santa Rosa residents can attend Tax Court trial hearings in Room 4228, Federal Building, 880 Front Street, San Diego, CA (92101-8828).

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

    The nearest low-income taxpayer clinics to Santa Rosa are the Legal Aid Society of San Diego LITC and the University of San Diego LITC. Both clinics accommodate inquiries by phone at 1-877-534-2524 and 619-260-7470.

  • What is the transient occupancy tax rate in Santa Rosa?

    The transient occupancy tax rate in Santa Rosa is 9%. According to Section 7280 of the State Revenue and Taxation Code, hospitality businesses offering accommodations for 30 days are subject to paying hotel tax. This statute applies to different accommodation types, including bed and breakfasts, motels, inns, and short-term rentals.

  • Where can you renew your business tax certificate in Santa Rosa?

    You can renew your business tax certificate online by visiting https://santarosa.hdlgov.com/. The City of Santa Rosa Business Tax Support Center also accepts completed renewal forms through post at: City of Santa Rosa Business Tax Support Center 8839 N. Cedar Ave #212, Fresno, CA 93720 For further assistance, please call (707) 606-0046.

  • Can the IRS conduct an audit at your Santa Rosa home?

    Yes, the IRS can conduct a field audit at your Santa Rosa Home. This is why you should take the time to prepare the necessary documents that can be requested by federal officers, including receipts, loan agreements, canceled checks, and medical records. You can also hire a tax attorney to represent you throughout the auditing process.

  • What type of organization can obtain a non-exempt status in Santa Rosa?

    Santa Rosa organizations need to match the purpose categories of the IRS to obtain a non-exempt status. They should prove that their organizations have an educational, scientific, or charitable purpose by submitting a description of activities alongside their application forms. It is also advisable to prepare accounting books and other financial documents.

  • Can Santa Rosa residents get a penalty for not reporting foreign gifts to the IRS?

    Yes. Santa Rosa residents can get a 25% penalty for not reporting foreign gifts to the IRS. The federal agency requires locals to disclose details about the foreign gifts they receive through an information return document or Form 3520. Failure to submit the necessary forms can lead to huge penalties.