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Skilled Advocacy and Expertise
Personalized Service and Value

PRACTICE
AREAS

We represent clients in disputes with the IRS, the California Franchise Tax Board, the Employment Development Department, and the California Department of Tax and Fee Administration — handling audits, appeals, and collection matters across income tax, payroll tax, and sales and use tax.

For clients with assets, income, or business interests abroad, we handle offshore compliance and reporting issues.

Sometimes, tax debts drive an individual or business into bankruptcy, and we represent clients seeking debt relief through bankruptcy.

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

Tax Audits, Appeals and Litigation

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

California Franchise Tax Board Disputes

Representing individuals and businesses in bankruptcy throughout California

Bankruptcy, Chapters 7 & 13

Dealing with tax liens and levies, payment plans, offers in compromise, penalty relief.

IRS and FTB Tax Collection

Offshore compliance issues, individuals with international tax questions

International Tax Compliance

Representation for individuals
who are claiming innocent spouse relief

Innocent Spouse Relief and Duress

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

Employment Tax Audits & Appeals

Drafting wills, trusts, powers of attorney, and handling probate and trust administration

Trusts and Estates, Probate

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 16 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

Super Lawyers
Rated AV Preeminent
Certified Specialist in Taxation Law
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