Expertise.com

2024

Last updated:

Best Tax Attorneys in Vista

Our Recommended Top 9

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

9Reviewed

9Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
2292 Faraday Ave,, Carlsbad, CA 92008
  • State Tax Audit

Why choose this provider?

The Law Offices of Ryan McFarland provide tax debt solutions in the Vista community. McFarland is a former Massachusetts state tax collector who now uses his experience to create debt payment plans for individual and business taxpayers. He assists clients in navigating the process of offers in compromise and bankruptcy discharge. McFarland assists in the filing and preparation of returns, the management of account investigations, and the planning for future tax liabilities. He has been in practice since 2013.

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 (7)
Facebook
5.0 / 5 (5)

Website
402 W Broadway, Suite 2900, San Diego, CA 92101
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Brotman Law has been serving the people of Vista and the surrounding communities since 2013. It represents individuals and businesses in income, sales, and tax audits. It also resolves multistate and international tax issues and defends clients facing tax crime charges. The law firm offers tax optimization services, which involve conducting initial strategy sessions, analyzing past filings, and executing the client's financial plans. Its owner and CEO, Samuel D. Brotman, holds an MBA degree with a focus on accounting, finance, and entrepreneurship.

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.
4.5
Google
4.5 / 5 (32)
Facebook
4.5 / 5 (16)

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

Why choose this provider?

Passmore Law caters to the legal needs of taxpayers in Vista. The firm provides business tax and personalized financial strategy to help clients minimize their in-turn and liabilities and maximize their return of income across the board. Sole practitioner Daniel E. Passmore advocates for their rights in audit issues against the IRS in state and federal courts. He also helps with retirement planning solutions, like college education funding and vestment performance monitoring. Passmore is a member of the National Association of Enrolled Agents.

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 (3)
Google
5.0 / 5 (1)

Website
338 Via Vera Cruz, Suite 260, San Marcos, CA 92078

Why choose this provider?

Spaulding Legal represents individuals and businesses in tax disputes in the Vista area. It handles a wide range of tax issues, including liens, audits, sales and payroll tax debts, late-filed returns, and back taxes. The legal team collaborates with accountants to assist customers in resolving complex tax issues through consultations, gathering information, developing a strategy, and carrying out the plan. Shawn Spaulding, the firm's owner, has helped over 1,100 clients and saved them over $1.1 million in taxes.

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 (30)

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
5927 Balfour Court, Ste. 104, Carlsbad, CA 92008
  • Cash Intensive Businesses
  • Criminal Tax Audit
  • State Tax Audit
  • Federal Tax Audit

Why choose this provider?

Staub Law serves individuals and businesses in Vista and the surrounding areas. Founding attorney Matthew Staub represents clients before the California State Board of Equalization, the California Franchise Tax Board, and the IRS in cases involving various tax controversies. These include trust fund recovery penalties, wage garnishments, tax liens and tax levies, and installment agreements. He also practices estate planning and probate. Staub provides legal work in various activities, including the Volunteer Income Tax Assistance program.

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)

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
122 Civic Center #204, Vista, CA 92084

Why choose this provider?

National Tax Relief provides services to individuals, families, and entrepreneurs in Vista. It helps clients resolve different types of tax-related matters. The firm assists debtors in settling IRS problems and tax debts by discussing their current income and expenses. It takes on cases related to IRS wage garnishment, delinquent tax returns, bank levies, tax liens, and employee tax credits. It also handles cases related to IRS payments and offers in compromise. The team has over 100 years of combined industry 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.
3.8
Google
4.5 / 5 (4)
Yelp
3.0 / 5 (4)

Website
1015 Chestnut Avenue, Suite G2, Carlsbad, CA 92008
  • Cash Intensive Businesses
  • Tax Defense

Why choose this provider?

Cardin & Company provides tax services to clients in the Vista metro. The firm helps taxpayers deal with their tax issues by representing them before the IRS and managing their offers in compromise, installment agreements, innocent spouse relief, audits, liens and levies, and wage garnishments. Its lawyers also assist businesses and individuals with tax planning to help them secure their financial future. Julie A. Cardin, who owns the practice, has more than 20 years of legal experience. She is also a CPA.

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 (7)
Facebook
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
334 Via Vera Cruz, Ste. 253, San Marcos, CA 92078
  • Cash Intensive Businesses
  • State Tax Audit

Why choose this provider?

Tailored Legal, APC, deals with the tax law-related problems of businesses in Vista. The office educates them about tax classification for different types of business entities. Its team helps clients apply for a tax ID number and file for incorporation, which aids in reducing tax obligations. In addition, Tailored Legal assists individuals and families minimize their estate tax liabilities by drafting living wills and trusts. Founder John M. Masnica worked for the US Congress prior to being a lawyer.

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.
4.6
Google
4.5 / 5 (8)
Facebook
5.0 / 5 (1)

Website
12636 High Bluff Dr. Ste 110, San Diego, CA 92130
  • Tax Defense

Why choose this provider?

The Tax Lawyer provides services to residents throughout the Vista metro and the surrounding areas. It offers legal counsel and representation to clients in various tax matters, including appeals, bankruptcy, collections, offers in compromise, and unpaid payroll taxes. It also takes on cases that involve cryptocurrency taxes, IRS audits, PPP loans, and tax fraud. William D. Hartsock, the firm's attorney, brings over 30 years of experience in the legal field. He serves as chairman of the San Diego County Bar Association's Pro Se Program.

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
4.8 / 5 (13)
Facebook
5.0 / 5 (8)

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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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 Vista, California?

    Trial sessions in Vista is held in San Diego Tax Court, located at Room 4228 Federal Building 880 Front Street.

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

    The nearest low-income taxpayer clinic in Vista is the Legal Aid Society of San Diego LITC, located at 110 S. Euclid Avenue San Diego, CA 92114.

  • What is the sales tax rate in Vista?

    As of 2023, the Vista sales tax rate is 8.25%. This is calculated by adding the San Diego County Local and District Tax of 1.5%, the Vista City Tax of 0.5%, and the California Tax of 6%. The remaining.25% of the sales tax rate is from Proposition L, which established a half-cent tax on merchandise and goods. Prop L funds were used to reopen police stations and remodel fire stations in Vista.

  • Where to apply for Offers in Compromise in Vista?

    Individuals and business owners in Vista may apply for Offers in Compromise at the Franchise Tax Board, which is located at 300 S Spring St #5704, Los Angeles, CA 90013, United States. They can also fax them to 916-845-0479 or send them by mail to Franchise Tax Board OIC Group MS A453 PO Box 2966 Rancho Cordova CA 95741-2966. In Vista, applicants must complete all pages of the application forms and submit copies of bank statements, assets, profit, and pay stubs.

  • Does Vista provide an exit tax?

    Individuals and married couples in Vista who make $30 million per year in investments, business, or income are subject to a 0.4% exit one-time tax rate under the California Exit Tax. However, the California Franchise Tax Board states that there are other factors to consider in order to be eligible for an exit tax, such as how many days taxpayers spend in Vista each year, the location of their largest residential property, or whether their children attend school in the metro's school district.

  • What are tax exemptions for people with disabilities in Vista?

    Disabled veterans and their surviving spouses in Vista are eligible for a disabled veterans' exemption, which reduces their property tax liability by $100,000. They are also eligible for a $150,000 low-income exemption. People with disabilities in Vista can apply for Disabled Property Tax Assistance through the California Controller's Property Tax Postponement Program, which allows them to postpone payments on their primary residence's property taxes.

  • Is there an annual gift tax exclusion in Vista?

    As of 2023, the Internal Revenue Service in Vista has set an annual gift tax exclusion of $17,000 per individual, with a $32,000 tax exclusion for married couples who make a joint gift. Gift taxes may apply to no-interest or low-interest loans, homes or vehicles, and jewelry. Gifts in Vista include financial accounts such as retirement, bank, or brokerage funds, as well as assets such as bonds and stocks.