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Skilled Advocacy and Expertise
Personalized Service and Value

PRACTICE
AREAS

We serve clients in federal and California tax disputes, international tax compliance, tax collection and bankruptcy, and estate planning.

Tax Audits, Appeals and Litigation

Extensive experience with
complex cases involving
individuals, businesses, and trusts

California Franchise Tax Board Disputes

Representing clients in audit, protest, FTB Settlement Bureau, and appeals before CA Office

Estate Planning, Trusts & Estates

Drafting trusts, handling
trusts after death, and probate administration

Tax Collection and Bankruptcy

Dealing with tax liens and levies, payment plans, offers in compromise, penalties

International Tax Compliance

Offshore compliance issues, individuals with international tax questions

Innocent Spouse Relief and Duress

Representation for individuals
who are claiming innocent spouse relief

Employment Tax Audits & Appeals

Worker classification issues, wages, and penalties involving IRS and California

California Sales and Use Tax Disputes

Audits by the California
Department of Tax and
Fee Administration and Appeals

ABOUT US

Situated in the heart of Silicon Valley, we represent individuals, businesses, trusts, and estates before the Internal Revenue Service and state taxing agencies including the California Franchise Tax Board, Employment Development Department, and California Department of Tax and Fee Administration. 

 

Typical cases we handle include audits (civil examinations), administrative appeals before the IRS Office of Appeals and California Office of Tax Appeals, tax litigation in the U.S. Tax Court and federal district court, tax collection (post-assessment work), as well as criminal tax investigations. We also handle trust and estate matters for clients, including trust administrations and probate matters. 

Our goal is to solve our clients’ problems through cost-effective and practical solutions, while maintaining the highest standards of ethics in the practice of law. Our boutique practice enables us to deliver high-quality legal services at a cost-effective and affordable price to our clients. We take pride in providing dedicated and personalized service to each of them.

The Firm was founded over 15 years ago by Steven L. Walker, a former attorney at the IRS Office of Chief Counsel and Adjunct Professor of Law at the University of San Francisco School of Law. 
 

Tel: (408) 295-5800
Fax: (408) 295-5855

Silicon Valley Office

2550 North First Street Suite 302

San Jose, CA 95131

Los Angeles Office

9350 Wilshire Blvd. Suite 203

Beverly Hills, CA 90212

OUR OFFICES

Awards

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