Oakland Dually Licensed Business Tax Attorney + CPA
Every Oakland business has unique tax needs depending on its size, assets, debts, goals, and other factors. The Tax Law Office of David W. Klasing offers a broad, highly customizable range of business tax planning services, enabling our team to provide targeted, effective support for corporations, LLCs, partnerships, and sole proprietorships. Whether you are starting a business in Oakland, preparing for an employment tax audit, considering a merger, appealing a Franchise Tax Board decision, or rethinking your business plan after the Tax Cuts and Jobs Act, look to the Tax Law Office of David W. Klasing for business bookkeeping and accounting services you can rely on.
Oakland Tax, Bookkeeping, and Accounting Services for Small Businesses
As one of the busiest ports in the United States, Oakland is home to a bustling economy supported by thousands of businesses, from Fortune 500 franchises to local and family-owned companies. Our business tax attorneys and CPAs have decades of experience serving all types of organizations throughout California and Oakland region, including startups, nonprofits, and companies undergoing reorganization or bankruptcy. Corporate and small business tax services we provide in Oakland include:
- Business entity selection services
- Business succession planning services
- Business transaction services
- California employment tax services
- California sales tax audit representation
Entity Choice and Business Formation
When forming a business, one of the earliest and most fundamental decisions will be how to structure your company for optimum tax-efficiency, maximum liability protection and to facilitate your eventual exit strategy. Depending on various factors, potential options include the C corporation, the S corporation, the limited liability company (LLC), the general partnership, the limited partnership (LP), the limited liability partnership (LLP), and the sole proprietorship. We can help you make a practical decision that aligns with your objectives and supports your overall business plan.
Succession Planning Help
Business succession planning is a vital measure to provide clarity, stability, and a seamless transition when the business changes hands in the future. The purpose of succession planning is to identify a clear strategy for selling or transferring your business, all in such a way as to benefit your family while promoting the protection of assets and mitigation of tax liabilities to the greatest extent possible. We can help you understand what sorts of tax issues might arise from selling the business, passing the business down to your child, or making other decisions about the company.
Business Transactions and Due Diligence
Think carefully before agreeing to sell or purchase a business: are you certain that you will not inadvertently acquire any undisclosed tax debts or “off balance sheet” debt/exposure? That the transaction is worth the risk involved? That your contract is appropriately structured to protect your best interests? Unfortunately, these are common issues encountered by Oakland business owners every day, whether arising from errors like failures to review contracts, perform due diligence, or consider pending litigation. Our business transaction attorneys can help you navigate these obstacles, protecting your business against entering a disadvantageous or burdensome agreement.
Oakland Tax Audit Defense Lawyers for Businesses
Oakland businesses are subject to tax audits by federal and/or state tax authorities, including the IRS, FTB, Employment Development Department (EDD), and California Department of Tax and Fee Administration (CDTFA). Though some state or IRS tax audits are triggered by random selection, most are initiated because the tax authority believes there has been a problem with compliance, such as underreported taxable income, underreported sales tax, unfiled entity or personal tax returns, payroll taxes that have not been remitted, or workers who have been improperly classified.
If your business was chosen for an EDD, CDTFA, IRS, or FTB tax audit, you need to begin preparing now. Choose an aggressive IRS tax lawyer with more than 27 years of experience as a former auditor to protect and preserve your rights. We will advocate tirelessly for your business throughout the audit process, and further, can provide California or IRS appeals representation if you disagree with the auditor’s assessment.
We represent businesses against state and federal tax authorities in all types of audit matters, including but not limited to:
Business Tax Attorneys and CPAs in Oakland, CA
At the Tax Law Office of David W. Klasing, our Oakland tax team is comprised of attorneys and CPA’s and CPA candidates with backgrounds in all areas of corporate, partnership and LLC tax law, including audit defense, business tax preparation, entity formation, criminal tax defense, appeals representation, tax litigation, succession planning, and general bookkeeping. From basic tax planning for first-time business owners, to complex corporate tax litigation, our dynamic tax professionals provide tailored services to keep your business moving forward.
Contact us online to arrange a reduced-rate consultation or call our Oakland tax office at (510) 764-1020. Alternately, you can reach our main office at (800) 681-1295. Please note that in-person meetings at our Oakland location are by appointment only.
Note: If you have concerns about the privacy of our initial or subsequent communication and are unable to easily travel to our Irvine / Orange County Main Office, consider scheduling a GoToMeeting to safely and securely establish an initial or maintain an existing attorney client relationship. With end-to-end encryption, strong passwords and top-rated reliability, no one is messing with your meeting. To schedule a reduced rate initial consultation via GoToMeeting follow this link. Call our office and request a GoToMeeting if you are an existing client. We are generally happy to travel to any of our appointment only satellite offices for a subsequent meeting in appropriate circumstances once a relationship is established via a signed engagement letter and the payment of an initial retainer or where enough retainer is available where a current client to cover the reasonable travel time and time required for the meeting.
Will it cost me more to hire the Tax Law Offices of David W. Klasing, who’s main office and the vast majority of the firm’s staff is located in Irvine California, but an appointment only Satellite office is close to my location, as opposed to a local company? Absolutely not! See our policies that address this issue here