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Best Tax Lawyers Milpitas, CA

Our Recommended Best Milpitas Tax Lawyers

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Our goal is to connect people with the best local professionals. We scored Milpitas tax lawyers 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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Providers

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Best Tax Lawyers Serving Milpitas
Milpitas, CA
Visit WebsiteLicense: 33457

Expertise.com Rating

Why choose this provider?

Ambrielle Glass is a highly skilled and dedicated attorney providing individuals and small businesses in Milpitas and throughout California with strategic tax law solutions. Her practice is grounded in a direct, results-focused approach to resolving tax debt, defending audits, and guiding business owners through intricate regulatory hurdles. From IRS and state tax disputes to offers in compromise, audit defense, and penalty abatement, Glass crafts tailored strategies that help clients achieve long-term financial stability. Her prior role as assistant general counsel at the Oklahoma Tax Commission honed her negotiation abilities and deepened her command of tax regulations, expertise she now leverages to advocate for those facing significant tax challenges.

  • Trusts & Probate
  • Wealth & Asset Protection
  • Privacy & Data Protection
  • Business Formation & Compliance
  • Debt Relief & Bankruptcy
  • Tax Law & Controversy
  • Tax Defense

Best Tax Lawyers Serving Milpitas
220 State Street Suite E, Los Altos, CA 94022

Expertise.com Rating

Review Sources

Google
4.6 (9)
Facebook
5.0 (1)

Why choose this provider?

Gadzo Law, P.C., is a boutique firm serving Milpitas and nearby locations. Its attorneys provide custom gift planning solutions, catering to clients with multiple properties and complex assets. They develop strategies involving tax-free gifting methods and are equipped to establish different gift trusts, such as qualified personal residence trusts and grantor retained annuity trusts. Alexandra Gadzo, one of Gadzo Law's practitioners, holds an LLM in taxation and is a board-certified estate planning, trust, and probate law specialist.

Best Tax Lawyers Serving Milpitas
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

The Law Offices of Yoshito J. Yamamoto caters to the people of Milpitas and the surrounding areas. It provides legal advice to clients facing tax controversy, including those under audit by taxation authorities such as the IRS. In addition, it offers accounting support, such as preparing tax returns, arranging bookkeeping services, setting up an accounting system, and reviewing accounting books. The firm's lawyer, Yoshito J. Yamamoto, has also dealt with various tax authorities in Japan.

Best Tax Lawyers Serving Milpitas
650 North First Street, San Jose, CA 95112

Why choose this provider?

Alex Alonzo Accountancy Corporation is a boutique law firm responding to tax-related concerns in Milpitas. It provides legal advice to individuals who want to undergo tax planning procedures while efficiently navigating complex IRS policies. Its team also caters to businesses that need to restructure their transactions and resolve financial difficulties. In addition, the attorneys represent clients during audits with the Internal Revenue Service. One of its founding attorneys, Alex Alonzo, is a certified public accountant.

  • Federal Tax Audit
  • Tax Defense
  • State Tax Audit

Best Tax Lawyers Serving Milpitas
2118 Walsh Ave #110, Santa Clara, CA 95050

Expertise.com Rating

Review Sources

Google
4.7 (87)
Yelp
3.2 (25)
Facebook
5.0 (6)

Why choose this provider?

Bhuiyan Associates CPA is a team that serves individuals, non-profit organizations, and small businesses in Milpitas and the surrounding areas. It facilitates landlords' tax preparation and helps them maximize their savings by working on lowering their taxable revenue. The group also represents self-employed individuals in determining their tax benefits. Mohammed Bhuiyan, the firm's founder, is a certified public accountant. He established the business in 2007 with the intention of helping clients increase their profitability.

Best Tax Lawyers Serving Milpitas
111 W. St. John Street Suite 1200, San Jose, CA 95113

Expertise.com Rating

Why choose this provider?

Ramsbacher Prokey Leonard, LLP, is a boutique firm serving Milpitas. Its team has more than 120 years of combined experience in assisting clients with federal and state tax controversies. The attorneys help individuals resolve their tax-related issues by filing administrative protests, negotiating with IRS officials, and collecting necessary documents to build each case. They also advise those with trust administration and family wealth planning needs. Partner John W. Prokey previously served as a speaker for AICPA's Advanced Estate Planning Conference.

  • Tax Defense
  • Cash Intensive Businesses
  • State Tax Audit

Best Tax Lawyers Serving Milpitas
415 S Murphy Ave, Sunnyvale, CA 94086

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

MagStone Law assists Milpitas clients and those from nearby areas by providing solutions for tax controversies. Firm partner Timothy Berry has extensive experience representing individuals, corporations, and partnerships in various tax law cases, including appeals and examinations. He routinely assists clients in negotiating with the IRS. Berry has also represented several clients in litigation before the U.S. Tax Court and won the cases brought to trial. He previously served as an IRS senior trial lawyer.

  • Tax Defense

Best Tax Lawyers Serving Milpitas
1801 Page Mill Road, Palo Alto, CA 94304

Expertise.com Rating

Review Sources

Facebook
5.0 (20)
Yelp
2.7 (3)
Google
4.0 (2)

Why choose this provider?

Frank, Rimerman + Co. LLP represents professionals and business owners in Milpitas. It serves clients in technology and software, life sciences, food and beverage, manufacturing and distribution, and real estate. The firm assists clients in navigating the complex and constantly changing tax laws. Its team offers tailored legal solutions for income tax, charitable giving, and estate and gift tax disputes. It also provides risk management and compliance services. The company has been in business for more than seven decades.

  • Criminal Tax Audit
  • Tax Defense
  • State Tax Audit

Best Tax Lawyers Serving Milpitas
2001 Gateway Place, Suite 100W, San Jose, CA 95110

Expertise.com Rating

Review Sources

Yelp
3.8 (10)
Facebook
5.0 (3)

Why choose this provider?

For over a decade, Steburg Law Firm, P.C., has been working with clients in Milpitas. The firm defends individuals, families, and companies contending with audits from the IRS. It helps clients file petitions before the U.S. Tax Court to contest IRS assessments. It also advises individuals looking to qualify for innocent spouse relief. Its team handles other cases involving estate planning and drafts documents like advance health care directives and powers of attorney. Its founder, Anita Steburg, has a bachelor's degree in finance.

Best Tax Lawyers Serving Milpitas
2570 N. First Street, Suite 200, San Jose,, CA 95131

Why choose this provider?

Zheng Cui Attorney at Law has been serving Milpitas and the surrounding areas for more than a decade. It helps individuals and businesses resolve tax controversies with the U.S. Internal Revenue Service and California Franchise Tax Board. It represents clients at the audit and appeal levels. The other services the firm offers include estate planning and startup business consulting. Principal attorney Brian Cui has experience with audit tax adjustments, tax balance and penalty settlements, and complex income tax issues.

  • Criminal Tax Audit
  • Cash Intensive Businesses
  • Federal Tax Audit

Compare Best Milpitas Tax Lawyers

NameExpertise RatingAddressPromotionsLearn more
BlackBox Legal Group
Milpitas, CAContact Us
Gadzo Law, P.C.
220 State Street Suite E, Los Altos, CA 94022
Law Offices of Yoshito J. Yamamoto
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054
Alex Alonzo Accountancy Corporation
650 North First Street, San Jose, CA 95112
Bhuiyan Associates CPA
2118 Walsh Ave #110, Santa Clara, CA 95050
Ramsbacher Prokey Leonard LLP
111 W. St. John Street Suite 1200, San Jose, CA 95113
MagStone Law
415 S Murphy Ave, Sunnyvale, CA 94086
Frank, Rimerman + Co. LLP
1801 Page Mill Road, Palo Alto, CA 94304
Steburg Law Firm, P.C.
2001 Gateway Place, Suite 100W, San Jose, CA 95110
Zheng Cui Attorney at Law
2570 N. First Street, Suite 200, San Jose,, CA 95131

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.

Milpitas, CA Tax FAQs

  • Where does the Tax Court hold trial sessions closest to Milpitas, California?

    The Tax Court that holds trial sessions closest to Milpitas is in Rooms 2-1408 Federal Building & U.S. Courthouse at 450 Golden Gate Avenue in San Francisco.

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

    There are three low-income taxpayer clinics that residents of Milpitas can go to. One is the Chinese Newcomers Service Center at 777 Stockton Street, Suite 104. Another is in the Justice and Diversity Center of the Bar Association of San Francisco at 201 Mission Street, Suite 400. A third option is the UC Law San Francisco LITC at 200 McAllister Street.

  • How will you know if you are qualified to get a middle-class tax refund in Milpitas?

    Qualifying for the middle class tax refund in Milpitas depends on different factors. For one, the recipient must be living in California at the time the payment will be made. They should be a resident of the state for at least six months in 2020. The recipient must also have filed their 2020 tax return by October 15, 2021. Moreover, they were not eligible to be claimed as a dependent on someone else’s taxes for the 2020 tax year and they must meet income requirements based on their tax filing status.

  • How much is the maximum amount of middle-class tax refund that you can get in Milpitas?

    The maximum amount of middle-class tax refund (MCTR) that you can get in Milpitas is $1,050. If you meet the requirements, filed jointly either with a spouse or domestic partner, reported an income worth $150,000 or less, and have at least one dependent, you should be able to receive the maximum refund available. Single or married/RDP filing jointly with incomes of $75,000 or less can get MCTR of $700 with a dependent and $350 with no dependents.

  • Is there a deadline for filing a tax refund in Milpitas?

    Yes. You may forfeit your entitlement to a tax refund in Milpitas if you wait too long to file. For federal income tax returns, refund claims must be filed within two years from the date the tax was paid or no later than three years from the date the return was filed, whichever is later. For California Income Tax Returns, taxpayers have one year from the date of an overpayment or up to four years after the original due date of an income tax return to file a claim for refund, whichever is later.

  • How do you get approved for an offer in compromise in Milpitas?

    There are certain criteria you must meet in order to get approved for an offer in compromise in Milpitas. You must have exhausted all other payment options, are up-to-date on your tax returns, are unable to pay the full tax burden in a reasonable amount of time, and are no longer associated with the business that has the liability nor have engaged in a similar type of business. You should also agree with the tax amount you owe and your final tax or fee liability is on a closed account.

  • Can tax violations in Milpitas be considered criminal cases?

    Yes. While the Internal Revenue Service issues mostly civil tax penalties, the agency may conduct criminal investigations in some cases. Some cases in Milpitas where a criminal investigation may be required are tax evasion, unauthorized disclosure of information, and filing a fraudulent return. Criminal tax violations include steep fines and prison time as penalties.

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