Best Tax Lawyers in Mission Viejo, CA

Brown & Streza Attorneys at Law serves businesses, families, investors, and charitable organizations throughout Mission Viejo. The firm represents clients in both federal and state income tax audits and appeals. Its team prepares gift tax returns and estate tax returns and collaborates with other accountants and advisors on tax issues. Partner Matt Brown worked as an adjunct professor at the University of California-Irvine School of Law and is a fellow of the American College of Trust and Estate Counsel.

The Retoske Firm PC provides tax law assistance to clients in Mission Viejo. Its services include tax preparation for corporations, partnerships, individuals, and limited liability companies. It also aids in tax preparation for trusts, estates, and gifts. In addition to tax-related services, the firm offers assistance in business formation, employer/employee relations, and corporate/business matters. Denis Retoske, the firm's attorney, is a qualified expert witness in business valuations and family law cases, and he holds certifications as a CPA and a Certified Valuation Analyst.

Anderson Law Group handles Mission Viejo residents’ various tax law needs. The firm creates estate plans designed to reduce the revenue dues owed at the moment a decedent dies. It takes on business planning projects and decides which corporate entity suits a client’s needs, given financial and taxation considerations. Trust administration and probate solutions are also available. Principal Nicole Anderson’s focus extends to income tax planning, and she is a co-founder of the Laguna Beach Professional Alliance.

The Law Office of Thomas J. Fernandez serves taxpayers throughout the Mission Viejo community. Fernandez is a former Internal Revenue Service senior trial attorney. He utilizes his knowledge and experience from the agency to create and implement legal strategies that help eliminate tax liabilities. The lawyer manages various tax controversies, including liens, levies, and civil tax fraud. Fernandez also represents clients in tax audits, litigation, and appeals. He holds a Master of Law degree in Taxation.

Heritage Law, LLP, caters to Mission Viejo clients. The firm takes on cases involving tax law and advocates for individuals facing controversies from tax authorities. It assists clients in devising unique transactions that help them minimize their tax burden. The firm also provides estate planning services and works with individuals seeking to invest in non-taxable assets. Erik Woodbury, its managing partner, is admitted to practice in Georgia and Florida, as well as the Third Circuit of the U.S. Court of Appeals.

Beck & Christian, Attorneys at Law, delivers tax solutions to the residents of Mission Viejo. The firm works with individuals and entities that face tax collections, audits, and garnishments. It irons out difficulties related to unfiled returns and disallowances. Business formation and dissolution options are also available as the office determines which artificial body best suits the needs of a particular business. Counsel Gregory M. Beck is a certified public accountant who is admitted before the U.S. Tax Court.

The Oxford Law Firm caters to taxpayers in the Mission Viejo community and nearby areas. It provides tax defense services to individuals who want to face IRS officials and resolve controversies by making offers in compromise. Its team also files audit appeal requests to challenge the results of clients' previous tax reports. In addition, its attorneys develop asset protection plans that involve structured transaction strategies. Managing attorney Arthur A. Graves has been in the practice for more than 32 years.

Law Office of Timothy Cahill Pickart represents the residents of Mission Viejo who have taxation concerns. The practice tackles estate planning projects. These plans reduce the amount of taxes due when a decedent’s assets are transferred at the moment of death. The office also undertakes business law issues like the formation of corporate entities and acquisitions. Counsel Tim Pickart is a Certified Specialist in Estate Planning, Trust & Probate Law. He represents business owners, high-net-worth individuals, and professionals.

LaBriola Tax & Estate Planning delivers taxation solutions to the residents of Mission Viejo. The firm counsels and represents commercial entities and individuals who have to litigate tax controversies with state and federal collection agencies. It formulates family legacy plans that use nonprofit organizations to minimize transfer taxes, also resolving issues involving multiple taxing jurisdictions and applicable laws. Shareholder Michael V. LaBriola caters to high-net-worth clients and is admitted to practice before the U.S. Tax Court.

KKOS Lawyers works with those in Mission Viejo who require tax law solutions. The team formulates taxation plans that minimize a business’s internal revenue liabilities. It sets up retirement funds and estate plans to maximize the assets an individual retains in old age. The office also works out which business entity to set up based on a client’s unique needs and financial concerns. Senior partner Mark J. Kohler hails from an accounting background and is a lawyer across two states.

Winstead Law Group, APC, is a Laguna Niguel-based firm that caters to clients throughout Mission Viejo. It works on tax law cases, guiding individuals and families on how documents such as revocable living trusts, durable powers of attorney, and pour-over wills reduce their estate taxes. Stephanie Winstead, its president and founder, formerly served the IRS as part of its Volunteer Income Tax Assistance program. She was named by the San Diego Daily Transcript as its Young Attorney of the Year in 2008.

Kurtz, Anderson & Associates provides legal counsel to individuals and businesses in Mission Viejo and nearby cities. It offers tax law-related services such as representation in audits, offers in compromise, negotiation with the IRS and Franchise Tax Board, business tax planning, and tax-exempt organization applications. Donald R. Kurtz has been practicing law since 1980. He was the sole shareholder of his law corporation until he partnered with Gregory J. Anderson and Jacqueline M. Harake in 1999 and 2021, respectively.

Honest Tax Solutions caters to individuals and businesses dealing with tax issues in Mission Viejo and its neighboring areas. It provides legal guidance and support for tax audits, tax filings, payroll tax resolution, and wage garnishment resolution. The company also offers tax planning and bookkeeping services. Its founder, Daniel Stevens, serves as vice president of the American Legion. He and his team received praise from a client for making an effort to explain to him the new tax laws.

BHR Law Group represents individuals and businesses in Mission Viejo and its surrounding communities. The office provides legal assistance in business law matters, from entity selection, tax planning, and contract preparation and review to risk management and regulatory compliance. Its attorneys fight for the rights of those dealing with estate tax issues in and out of the courtroom. They also handle tax planning to protect clients' assets, preserve their generational wealth, and minimize their tax liabilities.