Tax Litigation Attorney in Oxnard, CA

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A dispute with a taxing authority often does not have to result in a courtroom battle. Taxpayers can often resolve their tax disputes through alternative methods, such as mediation, or administrative appeals. However, there are instances when tax litigation becomes crucial in asserting one’s rights and ensuring a fair resolution to a tax dispute. Having an experienced and knowledgeable dual-licensed Oxnard Tax Litigation Attorney and CPA by your side is essential in such situations.

Many tax professionals primarily offer bookkeeping, accounting, or tax planning services. However, David W. Klasing, a dual-licensed Attorney-CPA with a Master’s in tax, stands out among an exclusive group of approximately 3,000 professionals in the country with similar credentials. Given that there are 1.1 million attorneys, 560K CPAs, and only an estimated 24K dual-licensed attorney-CPAs nationwide, David’s unique skill set sets him apart from the competition. He has held prestigious positions, such as Past Chair of the OCBA Tax Committee, Past Chair of the California Bar Tax Procedure and Litigation Committee, and Past Education Chair of the American Society of Attorney CPAs. With over 20 years of experience, David has been dedicated to helping taxpayers minimize their liabilities while efficiently resolving IRS disputes.

In certain situations where other remedies have been exhausted, tax litigation represents taxpayers’ best chance of proving the IRS wrong on the law or facts to avoid an improper tax, penalties, and interest assessment. Tax litigation against the IRS is often challenging because of the intricate tax laws and the considerable resources the agency possesses. This complexity can make it difficult for individuals and businesses to navigate the process without specialized knowledge and expertise.

Tax disputes in Oxnard often involve various federal and California tax agencies, each with different rules, regulations, and procedures. It is essential to understand their roles in effectively addressing tax-related issues. At the federal level, the Internal Revenue Service (IRS) administers and enforces the Internal Revenue Code, governing federal income, employment, and estate taxes, while conducting audits, assessing penalties, and initiating collection actions against non-compliant taxpayers. In California, the primary state tax agencies are the Franchise Tax Board (FTB), the California Department of Tax and Fee Administration (CDTFA), and the Employment Development Department (EDD).

The Tax Law Offices of David W. Klasing understand the complexities and challenges of tax disputes, with our highly-skilled, dual-licensed Tax Attorneys and CPAs possessing the substantive knowledge and courtroom experience necessary to develop winning litigation strategies in various forums, including the U.S. Tax Court, the U.S. Court of Federal Claims, Federal District Courts, Bankruptcy Courts, and appellate courts around the nation. As your dedicated legal advocates, we tirelessly pursue the best possible resolution for your unique situation, navigating the complexities of federal and California tax agencies on your behalf while recognizing that, in some instances, the only path to justice is through the courtroom.

With inside knowledge of the IRS, extensive legal and tax experience, and support from an award-winning team of diligent and dedicated tax professionals, Mr. Klasing provides unparalleled service to clients throughout Oxnard. If you need assistance with a tax appeal or lawsuit against the IRS, we, the Oxnard tax attorneys at the Tax Law Office of David W. Klasing, provide the guidance you need to increase your odds of success. Our experienced dual-licensed tax litigation Attorneys and CPAs understand the complexities of tax law. We are prepared to advocate fiercely on your behalf, working tirelessly to achieve the best possible outcome for your case. Trust us to provide you with the support, guidance, and representation you need to overcome your tax challenges and secure a favorable result.

About IRS Tax Litigation

Every year, approximately one million returns are audited by the IRS. Perhaps unsurprisingly, thousands of taxpayers get into subsequent disputes with the IRS. Often, these disputes arise when a tax audit produces an outcome that the taxpayer does not expect and strongly disagrees with. For example, when an IRS audit concludes, the auditor may determine that the taxpayer owes thousands or millions of dollars in unpaid federal income taxes. The same taxpayer may also owe substantial interest on due taxes. The IRS may also impose penalties, increasing the taxpayer’s total liability. If remedies such as mediation fail to resolve the disagreement, the taxpayer can litigate the issue by filing an appeal. Nonetheless, due to the intricacies of the appeals process, it is highly recommended that taxpayers seek the assistance of a reputable tax litigation attorney before proceeding. The Oxnard IRS tax dual-licensed Attorneys and CPAs at the Tax Law Office of David W. Klasing are well-equipped to provide the necessary support and guidance in such situations.

Filing a Deficiency Suit or Refund Claim Against the IRS

There are two basic types of tax issues that can be successfully litigated: deficiency actions and refund actions. In a deficiency action, the taxpayer is effectively suing to dispute a supposed “tax deficiency,” which is the difference between the amount paid and the amount the IRS has determined is owed by the taxpayer. By comparison, the object of a refund action is to demonstrate that the taxpayer has overpaid their estimated taxes and is therefore entitled to a refund from the IRS. Overall, deficiency actions are more common than refund actions.

Understanding Tax Deficiency Disputes

Tax deficiency disputes arise when the government, typically after an audit, asserts that a taxpayer owes more taxes than originally reported on their individual or business tax returns. The IRS usually issues a notice of deficiency at the end of an unresolved audit if they believe the taxpayer has underreported income, overclaimed deductions, or claimed total credits. Conversely, tax refund litigation concerns disputes over denied tax refunds that taxpayers think they owe.

If taxpayers disagree with the IRS’s audit findings, they can dispute the deficiency through an expedited appeals process or by filing a lawsuit in Tax Court. The expedited appeals process involves the auditor, their manager, and an appeals officer. Still, it is often ineffective due to the auditor’s and manager’s emotional investment in the audit results.

The regular appeals process, initiated by filing a tax court petition, involves an independent review by an appeals officer not part of the initial audit. The appeals officer will objectively assess the taxpayer’s arguments and evidence, attempting to reach a resolution that accounts for the IRS’s litigation risks. If the appeals process doesn’t yield a solution, the taxpayer has another chance to appeal with the IRS Chief Counsel’s office.

Filing a lawsuit in Tax Court requires taxpayers to prepare a complaint detailing their legal arguments and supporting evidence. The case proceeds first to appeals and then to the chief counsel’s office before trial. At trial, the taxpayer and their attorney present their arguments and evidence to the judge, who will issue a decision that can be appealed to a higher court if necessary.

A detailed overview of the requirements to litigate a deficiency action in Tax Court is available here, including an explanation of where and when the petition must be filed. However, to provide a summary, taxpayers file suit in Tax Court in Washington, D.C., within 90 days of the date supplied on the taxpayer’s IRS Notice of Deficiency, also known as a “90-day letter,” for this reason. As is true of most types of lawsuits, most deficiency actions are ultimately settled outside of court, though exceptions occasionally arise.

Understanding Tax Refund Litigation

Tax Refund Litigation: Taxpayers may need to engage in litigation over tax refund disputes if they believe they deserve a refund for taxes already paid. Tax refund litigation can be complicated and involve issues such as filing deadlines for claims or interpreting tax laws. If the IRS rejects a taxpayer’s refund claim, the taxpayer can dispute the decision through an appeals process. This process involves an impartial review of the taxpayer’s case by an appeals officer not part of the original decision. The appeals officer will assess the taxpayer’s arguments and evidence, attempting to reach a resolution.

Suppose the appeals process fails to produce a resolution. In that case, the taxpayer can file a lawsuit against the IRS in federal district court or the United States Court of Federal Claims to challenge the refund denial. The litigation process may involve pre-trial proceedings, like discovery, and a trial in which the taxpayer and their attorney present their arguments and evidence to the judge. After the trial, the judge will issue a decision that, similar to deficiency disputes, can be appealed to a higher court if necessary.

At the Tax Law Offices of David W. Klasing, our Oxnard, CA team of dual-licensed Tax Litigation Attorneys and CPAs have the expertise and knowledge to effectively represent taxpayers in tax deficiency disputes and tax refund litigation. We leverage our comprehensive understanding of tax law and the litigation process to deliver the most favorable outcomes for our clients in their tax litigation cases. With the IRS holding a 98% settlement rate, it is evident that both the taxpayer and the IRS generally prefer reaching a mutually agreeable solution outside the court, avoiding the typically high expenses of actual litigation. If litigation becomes essential, our skilled tax litigation attorneys will fervently advocate on your behalf, striving relentlessly to secure the best possible outcome for you.

Moreover, we adopt a strategic approach to tax litigation, focusing on resolving disputes efficiently and cost-effectively. We take pride in the fact that we have never had to enter a Tax Court, saving our clients from the most costly aspect of tax litigation. We believe exploring alternative dispute resolution methods is in our client’s best interests whenever feasible. Our proven track record demonstrates our success in negotiating settlements with the IRS and other tax agencies. Our commitment to offering personalized and effective representation to our clients sets us apart in the industry.

Our Oxnard, CA, Tax Litigation Lawyers Can Help You Sue the IRS

Tax litigation is an exceptionally complex area at the intersection of court procedures, IRS protocols, federal tax laws, taxpayer rights, and financial regulations. If you believe you could have a claim against the IRS – whether because you disagree with IRS audit results or think you are entitled to a tax refund – it is in your best interests to discuss the situation with a seasoned IRS litigation attorney. At the Tax Law Office of David W. Klasing, we bring over 20 years of experience to every case we handle, approaching each claim with an insider perspective and outside-the-box thinking.

David W. Klasing is a dual-licensed Attorney & CPA and has held esteemed positions such as Past Chair of the OCBA Tax Committee, Past Chair of the California Bar Tax Procedure and Litigation Committee, and Past Education Chair of the American Society of Attorney CPAs. Having earned a Master’s in Taxation, his long history of victories for clients, prioritizing ethics and honesty in every action, demonstrates his exceptional expertise. If you face an audit, deficiency dispute, or tax refund litigation, our seasoned tax attorneys can offer the expert representation needed to safeguard your rights and interests. We work closely with our clients to develop tailored strategies for resolving tax disputes most efficiently and effectively.

Our team can provide strategic responses to protect your rights and interests when dealing with IRS audits, offshore tax investments, or false income tax return allegations. With offshore assets, we can help you decipher the intricate tax laws and regulations surrounding these investments, ensuring compliance with all applicable laws. If you face allegations regarding false income tax returns, we can offer expert guidance and representation to build a robust defense and protect your rights and interests. Moreover, we will help you leverage voluntary disclosure programs to prevent or minimize tax penalties. These programs can be a potent tool to avoid or reduce tax penalties for taxpayers who have not reported all income or assets to the IRS. By voluntarily disclosing previously unreported income or assets, taxpayers may qualify for reduced penalties and avoid criminal tax prosecution. Our tax litigation attorneys have extensive experience working with clients to determine their eligibility for voluntary disclosure programs and guide them through the process. We can provide the guidance and support needed to decide whether to participate in a voluntary disclosure program and help navigate the program’s requirements to secure a favorable outcome.

As one of the nation’s top tax law firms, we consistently receive recognition and awards for our outstanding service and expertise in tax controversy and litigation. Our attorneys are acknowledged leaders and authorities in the field, with numerous media mentions and leadership positions. With our assistance, you can trust that your tax disputes will be resolved with a customized strategy tailored to your needs. We prioritize protecting your rights and interests throughout the litigation and strive to provide the best representation in all tax controversies.

Contact us online today to arrange a reduced-rate tax consultation, or call our Oxnard tax office at (805) 617-4566 for immediate assistance. Please note all meetings at our Oxnard location must be scheduled in advance.

Tax Litigation FAQs

For tax litigation help, you should talk to an attorney about your situation. However, the following tax litigation FAQs may help to provide you with general information:

Note: If you have concerns about the privacy of our initial or subsequent communication and cannot 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, whose main office and the vast majority of the firm’s staff is 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:

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Oxnard Tax Litigation Attorney

About IRS Tax Litigation

Filing a Deficiency Suit or Refund Claim Against the IRS

Our Oxnard, CA, Tax Litigation Lawyers Can Help You Sue the IRS

Tax Litigation FAQs

More Commonly Asked Tax Audit Questions

California Sales Tax Questions and Answers

Questions and Answers for Criminal Tax Representation

Questions About Delinquent Payroll Taxes and Trust Fund Recovery Penalty

Tax Help Videos

Representing Clients from U.S. and International Locations Regarding Federal and California Tax Issues

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