Our Services

Full-spectrum tax controversy representation — from the first notice to US Tax Court.

You don't have to find a new firm at every stage of a tax dispute. We handle every step: audit defense, appeals, collection alternatives, and litigation.

Primary Practice Areas

Where most clients start.

Specialized Services

Beyond the primary practice areas.

U.S. Tax Court Petitions

Pre-trial settlements and full trial representation. Petitions filed within 90 days of Notice of Deficiency.

EDD Payroll Tax Audits

Worker classification (contractor vs. employee), payroll audit defense, and assessment appeals.

International Taxation

FBAR, FATCA, transfer pricing, cost sharing, controlled foreign corporation, water-edge election.

R&D Credit & Private Letter Rulings

Qualified R&D credit structuring, private ruling letter requests, complex corporate tax structuring.

Expert Testimony & Statistical Analysis

Expert declarations, quantitative modeling, statistical sampling defense for sales tax extrapolations.

Real Estate Taxation

1031 exchanges, depreciation recapture, passive loss rules, real estate professional status defense.

Employee Retention Credit (ERC)

ERC claim analysis, IRS examination defense, withdrawal program guidance.

Tax Preparation

Complex business and individual returns. Often filed alongside controversy resolution to bring clients current.

Tax Research & Opinions

Written tax opinions and research memoranda for novel positions or significant transactions.

Not sure which service applies?

That's what the free consultation is for. Tell us what's happening and we'll point you to the right path — even if it's not us.

Request Free Consultation → (408) 287-1888
Call (408) 287-1888 — Free Consultation