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Best Tax Lawyers in Newport Beach, CA

Our Recommended Top 12

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Our goal is to connect people with the best local professionals. We scored Newport Beach Tax Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

12Reviewed

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12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

4425 Jamboree Rd #190, Newport Beach, CA 92660

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Yelp
4.0 (4)
Google
5.0 (3)

Why choose this provider?

The California Estate Planning Attorney arranges for the management and distribution of Newport Beach residents' assets and wealth during their lifetime and after their death. It offers tax planning services to help clients reduce the tax implications of transferring assets to heirs. The firm's founder, Michael T. Walsh, has been providing tax and estate planning services in Orange County and the surrounding communities for over 20 years. Before starting his firm, he worked as a tax specialist for Coopers & Lybrand, now PriceWaterhouseCoopers.

  • Federal Tax Audit
  • Tax Defense
  • State Tax Audit

3 Hutton Centre Drive, Suite 500, Santa Ana, CA 92707

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5.0 (22)
Google
5.0 (7)

Why choose this provider?

Taylor Nelson Amitrano LLP works with clients in and around Newport Beach. It helps relieve the burden on individuals or business owners by managing tax and IRS issues on their behalf. Its lawyers assist in eliminating tax liability or seeking an abatement of taxes, penalties, or interest. They also represent clients in tax audits and appeals. The firm's legal professionals have over 160 years of combined experience handling tax disputes, including more than 36 years spent working for the government.

  • State Tax Audit
  • Federal Tax Audit

4665 MacArthur Court, Suite 205, Newport Beach, CA 92660

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5.0 (7)
Google
5.0 (1)

Why choose this provider?

Finlay Law Group, APC, offers legal solutions to tax issues in Newport Beach. It handles estate taxation liability matters at the state and federal levels and provides advice on tax planning. The firm finds ways to ease estate tax burdens and helps clients minimize them by using tools such as irrevocable life insurance trusts and gifting programs. It also handles estate planning and probate administration. Company attorney Mary Finlay has more than two decades of legal experience.

  • Federal Tax Audit
  • State Tax Audit

23 Corporate Plaza, Ste 215, Newport Beach, CA 92660

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Review Sources

Google
5.0 (1)

Why choose this provider?

Sky Professional Law Corporation offers legal services to small- and medium-sized businesses and companies in Newport Beach. It advises service providers to help them improve profitability, reduce tax liabilities, and maximize returns. The firm assists clients in ensuring that they comply with local, state, and federal regulations. Its team provides estate planning, international tax, and IRS-related solutions. It also takes on entity formation and business litigation matters. Ike Song, the partner, holds an SAP certificate in information technology.

260 Newport Center Drive Suite 100, Newport Beach, CA 92660

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42.0 (42)
Google
5.0 (1)

Why choose this provider?

Lawyer A-Go-Go represents individuals and businesses around Newport Beach. Its staff assists taxpayers with the income tax filing process, property tax appeals, expat tax and residency planning, audit representation, and offers-in-compromise for IRS tax debts. For businesses, its team also handles business tax license registrations, return preparation and advising, and document reviews, as well as state audit concerns. Ashley Holm, the firm's founder, has over a decade of legal experience. She also operates as a mobile law practitioner.

4695 MacArthur Ct 11th Floor, Newport Beach, CA 92660

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Google
4.2 (12)

Why choose this provider?

Cannabis Law Group helps Newport Beach citizens deal with tax issues. It assists in protecting its clients’ investments by providing advice on tax planning and strategies. The firm helps them comply with state and local laws to lessen the possibility of enforcement and seizure actions. It also represents people in CTDFA cannabis tax disputes and advocates for them in appeals. Founding partner Damian J. Nassiri serves as the general legal counsel to more than 100 medical marijuana collectives.

  • Tax Defense
  • Cash Intensive Businesses

930 Roosevelt Avenue, Suite 321, Irvine, CA 92620

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Review Sources

Facebook
4.7 (31)

Why choose this provider?

Golding & Golding serves U.S. citizens and foreign nationalities in Newport Beach. The office responds to their tax needs by providing legal solutions, including expatriation with offshore disclosure, tax treaty and international tax investigations, and streamlined domestic offshore procedures. Founding partner Sean M. Golding is a board-certified tax law specialist, which gives him the advantage of addressing various tax disputes, like abatement and audits, with the IRS. He draws over 20 years of experience to advocate for clients' rights in federal and state courts.

  • Tax Defense
  • Criminal Tax Audit

1300 Quail Street, Suite 101, Newport Beach, CA 92660

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Review Sources

Facebook
3.9 (41)

Why choose this provider?

Law Offices of Michael A. Simon represents high-net-worth individuals and business owners in Newport Beach. It provides legal counsel in various practice areas, including taxation, trust administration, and estate planning. Sole practitioner Michael A. Simon has worked in the Private Client Services group of Arthur Anderson LLP, which gives him the advantage of designing and implementing tax strategies. He leverages over 20 years of industry experience to protect clients' rights in state and federal courts. He is the former president of the Tax Law Society.

3737 Birch Street Suite 400, Newport Beach, CA 92660

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Google
4.8 (6)
Facebook
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

Ferruzzo has been providing legal counsel and representation for Newport Beach residents and businesses for more than four decades. It offers income tax counsel in several business areas, including sales, mergers, and shareholder agreements. The team also handles federal estate and gift tax controversies with the IRS and works to preserve lower property tax bases under California’s Proposition 13. Jim Ferruzzo, the firm's founding partner, has prosecuted over 200 cases while serving at the Los Angeles District Attorney's Office.

26100 Towne Centre Dr, Foothill Ranch, CA 92610

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Google
4.9 (40)
Facebook
5.0 (14)

Why choose this provider?

Babak Hashemi, Esq., advises and represents Newport Beach residents and businesses. It aims to resolve tax debts by preventing tax levies, stopping wage garnishment, and avoiding IRS seizures. The boutique firm also handles offers-in-compromise settlements, payroll tax negotiations, and IRS audit defense. Babak Hashemi, the firm's principal attorney, holds a Legum Magister in Taxation degree. He gives back to the community through the Bay Area Legal Aid Clinic, the Legal Aid Society of Orange County, and low-income tax clinics.

  • Tax Defense

1820 E Garry Ave, Ste 108, Santa Ana, CA 92705

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Review Sources

Google
5.0 (15)
Facebook
5.0 (12)

Why choose this provider?

The Tax Law Office of Luis E. Vasquez serves the residents of Newport Beach and the surrounding areas. It litigates a variety of tax disputes, including IRS audits, innocent spouse claims, and wrongful levy actions. Its attorney, Steve Vasquez, negotiates installment agreements and IRS offers in compromise on behalf of clients. He also offers legal advice and assistance to those who are dealing with unfilled tax returns and penalties. Vasquez earned a Bachelor of Science in Finance and Accounting before pursuing a law degree.

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

1001 Dove Street Suite 190, Newport Beach, CA 92660

Why choose this provider?

The Law Office of Paul W. Raymond serves individuals, families, and business entities in Newport Beach. It helps professionals and service providers address tax controversies by providing legal solutions. The firm takes on matters involving tax audits and appeals, as well as represents clients during litigation proceedings. It also handles criminal taxation and white-collar crime cases. Its founding partner, Paul Raymond, has been practicing law for more than 40 years. He is admitted to practice in the U.S. Court of Federal Claims.

  • Criminal Tax Audit
  • Tax Defense

Compare our Top Tax Lawyers

NameExpertise RatingAddressPromotionsLearn more
California Estate Planning Attorney
4425 Jamboree Rd #190, Newport Beach, CA 92660
Taylor Nelson Amitrano LLP
3 Hutton Centre Drive, Suite 500, Santa Ana, CA 92707
Finlay Law Group, APC
4665 MacArthur Court, Suite 205, Newport Beach, CA 92660
Sky Professional Law Corporation
23 Corporate Plaza, Ste 215, Newport Beach, CA 92660
Lawyer A-Go-Go
260 Newport Center Drive Suite 100, Newport Beach, CA 92660
Cannabis Law Group
4695 MacArthur Ct 11th Floor, Newport Beach, CA 92660
Golding & Golding
930 Roosevelt Avenue, Suite 321, Irvine, CA 92620
Law Offices of Michael A. Simon
1300 Quail Street, Suite 101, Newport Beach, CA 92660
Ferruzzo
3737 Birch Street Suite 400, Newport Beach, CA 92660
Babak Hashemi, Esq.
26100 Towne Centre Dr, Foothill Ranch, CA 92610
The Tax Law Office of Luis E. Vasquez
1820 E Garry Ave, Ste 108, Santa Ana, CA 92705
The Law Office Of Paul W. Raymond
1001 Dove Street Suite 190, Newport Beach, CA 92660

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.

Newport Beach, CA Tax FAQs

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

    The venue closest to Newport Beach where the Tax Court holds trial sessions is the Edward J. Schwartz Federal Building at 880 Front St., San Diego, CA 92101.

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

    The closest low-income taxpayer clinic to Newport Beach is the Public Law Center at 601 W Civic Center Dr, Santa Ana, CA 92701.

  • Is it possible for the IRS to waive penalties in Newport Beach?

    With the exception of fraud penalties, IRS fines are frequently waived in Newport Beach if the taxpayer can show that he or she acted reasonably and in good faith. Sometimes, as a courtesy, the IRS will excuse a particular penalty such as a failure-to-pay penalty or one-time late filing penalty. Individuals can provide evidence of reasonable cause in situations where they have experienced a severe illness, death, unavoidable absence, or the death of a close family member.

  • What steps should you take if someone has stolen your identity and submitted a fraudulent tax return in Newport Beach?

    If you're a victim of identity theft in Newport Beach, complete Form 14039 or the IRS Identity Theft Affidavit. Send a paper return with the attached affidavit to the IRS Service Center if you couldn't file electronically because of an identity thief's submission. Within 30 days, the IRS will acknowledge the form's receipt. Supporting documents may be requested but aren't always needed. The IRS will correct records and issue the correct refund once identity theft has been confirmed.

  • Where can Newport Beach residents initiate an appeal for an audit?

    If you have been through an IRS audit in Newport Beach and it has concluded, leading to the issuance of a "Notice of Deficiency," and you still have unpaid taxes based on the IRS assessment, you can opt to file a petition with the United States Tax Court to address the issue and seek a resolution. Keep in mind that you have 90 days from the date on the Notice of Deficiency to file this petition.

  • What are your rights during a tax audit in Newport Beach?

    When engaging with the IRS during an audit in Newport Beach, you have additional legal and procedural protections. These rights include the ability to record your dealings with the IRS, the opportunity to speak with IRS supervisors if you believe that the auditor is treating you unfairly, and the right to appoint a representative to advocate for you in meetings with the IRS.

  • What does an IRS auditor examine during an audit in Newport Beach?

    During an audit in Newport Beach, the IRS concentrates on two primary areas:

    • Income: The IRS will inspect your bank statements and sales ledgers to verify your reported revenue. Further scrutiny may occur if your business involves cash transactions. If they discover significant underreporting of income, your case can be forwarded for possible criminal prosecution.
    • Expenses: The IRS carefully examines supporting documents and receipts to validate claimed expenses, focusing on personal charges falsely categorized as business expenses (e.g., vehicles, travel, entertainment).