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2024

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Best Tax Lawyers in San Jose, CA

Our Recommended Top 8

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

8Reviewed

8Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

675 North First Street, Suite 550, San Jose, CA 95112

Expertise.com Rating

Review Sources

Yelp
3.5 (24)
Google
5.0 (7)

Why choose this provider?

Edgar Law Group LLP is a multi-practice firm that caters to individuals and corporations in San Jose. It handles various tax law concerns, including conducting audits, defending clients in evasion cases, audits, and serving as counsel in criminal investigations. It guides clients through the different stages of tax controversy proceedings, counseling them on how to act in their own best interests. It also assists with other tax-related legal fields, including bankruptcy law. Founder Ronda Edgar is a graduate of Accounting and has a master's degree in Tax Law.

  • Tax Defense

111 North Market Street, Suite 300, San Jose, CA 95113

Expertise.com Rating

Review Sources

Google
5.0 (20)
Yelp
5.0 (7)
Avvo
5.0 (2)

Why choose this provider?

Rosado Tax Law is a San Jose legal clinic that helps firms and individuals resolve tax issues and controversies. The firm is owned and operated by Nicholas Rosado, a tax lawyer and a former Senior Attorney for the IRS Office of Chief Counsel. Nicholas also holds bar admissions in New York and the United States Tax Court. He has experience working on cases concerning tax whistleblower representation, penalty abatement, innocent spouse relief, and back taxes preparation.

  • Release of Tax Lien

40 Main Street, Los Altos, CA 94022

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

The Law Offices of John P. McDonnell assists individuals and business owners who are in need of a tax attorney in San Jose and the surrounding areas. The law firm offers tax advice, planning, and litigation. It also resolves copyright and trademark disputes and real estate issues. It provides audit representation, sophisticated estate planning, and business advice. John P. McDonnell has been contributing to the Tax Section of the American Bar Association since 1979. He is also admitted to practice before the Supreme Court of the United States.

  • Tax Defense

2880 Zanker Rd, #203, San Jose, CA 95134

Expertise.com Rating

Why choose this provider?

The Law Offices of Alex Gluzman helps clients throughout San Jose deal with tax law concerns. The firm has been resolving IRS and California tax problems since 1997, assisting individuals and businesses with matters involving offers in compromise, wage garnishments, penalty abatements, tax lien issues, and filing back taxes. Likewise, its legal team handles complaints about IRS harassment, intervening and proposing alternative collection strategies in lieu of enforced collection methods. Gluzman is a former vice-chair of the Barrister Club of San Francisco's Tax Committee.

  • Tax Defense
  • Release of Tax Lien

2021 The Alameda Suite 200, San Jose, CA 95126

Expertise.com Rating

Review Sources

Avvo
5.0 (16)
Facebook
5.0 (9)
Yelp
4.5 (9)

Why choose this provider?

The Law Office of Camelia Mahmoudi assists clients in and around San Jose. Camelia Mahmoudi, the lead counsel, represents taxpayers before the IRS in examinations, audits, and appeals. She negotiates abatement of tax penalties and advises clients on applicable payment installment agreements or workouts. The lawyer also provides services in Spanish, Farsi, and Italian. Her credentials include an LLM in Taxation. In addition to her tax legal practice, Mahmoudi is a board-certified specialist in estate planning, trust, and probate law.

  • Tax Defense

Attorney Information

Attorney NameBar StatusExperience
Camelia Mahmoudi - PrincipalActive21 yrs

75 E. Santa Clara St Suite1390, San Jose, CA 95113

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Rui Attorneys serves the legal needs of clients in San Jose and the surrounding communities. The specialized boutique law firm provides tax litigation services to both local and international clients. Its tax attorneys represent clients in tax audits, administrative and litigation inquiries, tax appeals, and tax controversies involving U.S. state and federal income tax. The team also advises clients on asset planning, trust and estates, business succession and planning, and real estate development. Founders Michael Lee and Xiaowei Li also serve Chinese-speaking communities.

  • Tax Defense
  • Federal Tax Audit
  • State Tax Audit

2550 North First Street, Suite 302, San Jose, CA 95131

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
2.5 (2)

Why choose this provider?

The Law Offices of Steven L. Walker serves clients in San Jose and neighboring areas. It assists individuals and businesses in federal and state tax matters, such as audits, collections, administrative appeals, and criminal investigations. It also handles tax and estate planning, as well as trust and probate administration. The law firm assists international taxpayers in delinquent FBAR submissions and IRS voluntary disclosures. Principal Steven Walker, a former IRS attorney, has practiced law for more than three decades.

  • Federal Tax Audit
  • State Tax Audit
  • Criminal Tax Audit

333 W. Santa Clara Street, Suite 700, San Jose, CA 95113

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
5.0 (1)

Why choose this provider?

Ferrari Ottoboni Caputo & Wunderling LLP advocates for the rights of individuals and business owners in San Jose. It litigates an array of tax-related controversies, which include federal and state income tax planning and gift and generation-skipping transfer tax disputes. The law office also provides legal counsel to defendants dealing with surviving spouse issues. Additionally, it takes on real estate law matters, involving zoning, leasing, and property development. One of the firm's partners, John Wunderling, is a member of the Santa Clara County Estate Planning Council.

  • Tax Defense

Compare our Top Tax Lawyers

NameExpertise RatingAddressPromotionsLearn more
Edgar Law Group LLP
675 North First Street, Suite 550, San Jose, CA 95112
Rosado Tax Law
111 North Market Street, Suite 300, San Jose, CA 95113
The Law Offices of John P. McDonnell
40 Main Street, Los Altos, CA 94022
Law Offices of Alex Gluzman
2880 Zanker Rd, #203, San Jose, CA 95134
Law Office of Camelia Mahmoudi
2021 The Alameda Suite 200, San Jose, CA 95126
Rui Attorneys
75 E. Santa Clara St Suite1390, San Jose, CA 95113
Law Offices of Steven L. Walker
2550 North First Street, Suite 302, San Jose, CA 95131
Ferrari Ottoboni Caputo & Wunderling LLP
333 W. Santa Clara Street, Suite 700, San Jose, CA 95113

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 San Jose, California?

    The nearest location to San Jose, where the United States Tax Court holds trial sessions, is in San Francisco. The address for the San Francisco trial location is Rooms 2-1408, Federal Building & U.S. Courthouse, 450 Golden Gate Avenue, San Francisco, CA 94102.

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

    The following are the nearest low-income taxpayer clinics to San Jose:

    Chinese Newcomers Service Center at 777 Stockton Street, Suite 104, San Francisco, CA 94108. Justice and Diversity Center of the Bar Association of San Francisco at 201 Mission Street, Suite 400, San Francisco, California 94105. UC Law San Francisco LITC at 200 McAllister Street, San Francisco, CA 94102.

  • What happens when residents in San Jose fail to pay their tax obligations to the California Franchise Tax Board on time?

    When residents in San Jose fail to settle their dues with the California Franchise Tax Board on time, they inevitably face the burden of growing interest on the remaining balance, mandated by law. However, the FTB may consider ceasing the interest in instances such as a delay in their administrative action, catastrophic events, unfair use of authority, improper notification of an assessment proposal, or failure to acknowledge a taxpayer's updated address after receipt of the change notification.

  • What are the rights of a taxpayer in San Jose under the California Taxpayers' Bill of Rights?

    Under the California Taxpayers' Bill of Rights, a San Jose taxpayer's rights include:

    • Right to representation
    • Right to respectful and competent service
    • Right to settle the exact amount of tax owed
    • Right to the confidentiality of their tax-related data.
    • Right to protest, appeal, and pursue legal recourse.

    These rights guarantee respectful and fair treatment throughout the tax assessment and collection procedures.

  • In San Jose, who is eligible for the Middle-Class Tax Refund?

    In San Jose, citizens who filed a comprehensive tax statement for 2020 by October 15, 2021, are entitled to the Middle-Class Tax Rebate. Residents who obtained their Individual Taxpayer Identification Number after this date are still eligible, provided their 2020 tax return was filed no later than February 15, 2022. Those who meet these criteria will receive the MCTR as a direct deposit or debit card payment.

  • What are the obligations and requirements for obtaining and maintaining a business tax certificate in San Jose?

    Any individual or organization operating a business in San Jose must register for a business tax certificate. This involves paying the relevant fee within 90 days from the commencement of the business. After registration and fee settlement, the business tax certificate is proof of tax payment and should be exhibited publicly at the business premises. However, this certificate doesn't replace necessary zoning, fire code, occupancy, or any city, county, state, or federal licenses or permits.

  • How should individuals file a tax refund claim in San Jose?

    Individuals filing a tax refund claim in San Jose must adhere to the prescribed refund claim form set by the director. If the form is unavailable, the claim should include the information outlined in California Government Code Section 910. It must specify the amount claimed to be paid excessively or received erroneously by the city. In addition to specific grounds with details for evaluation by the director and city officials, supporting documentation should be included.