San Francisco Tax Attorney and CPA

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Tax situations can feel challenging even in simple scenarios. If you face an unusual tax situation in San Francisco, you may feel baffled about how to proceed.

Both business and individual taxpayers in San Francisco can run into uncommon tax scenarios. You may need help with income earned overseas, payroll taxes, California residency questions, stock-based compensation reporting, or business succession planning with taxes in mind.

You may also face a highly stressful tax posture, such as a federal or California audit notice, an IRS collections notice, or a California agency inquiry. You may also see your tax situation change significantly before, during, or after a divorce.

When you hire a tax attorney who understands federal and California tax law, you gain a strategic partner who can help you respond correctly, protect your rights, and avoid costly missteps. If you deal with cryptocurrency, we can also help you with tax calculations, reporting strategies, and documentation reconstruction, as needed.

When you are ready to discuss your tax situation, schedule a 10-minute call with an experienced tax attorney by contacting the Tax Law Offices of David W. Klasing today. We offer multiple tax services in San Francisco as dually licensed tax attorneys and CPAs.

A Full-Service San Francisco Tax Law Firm for Individuals and Businesses

The San Francisco Tax Lawyers and CPAs at the Tax Law Office of David W. Klasing combine multiple decades of legal experience assisting businesses and individual taxpayers with the full spectrum of state, federal, and international tax matters, ranging from employment and payroll tax to divorce tax issues to general tax planning and tax preparation to criminal defense in felony tax cases. Whether you need to defend your innocence, prepare for a tax audit,, respond to an IRS collections notice, or simply get help making sound financial decisions for your family or your company, look to our full-service California tax firm for zealous professional support.

To book a reduced-rate initial consultation, contact our San Francisco office at (415) 287-6568 or (800) 681-1295, or book online HERE.

Advantages of Hiring a Dually Licensed Tax Attorney and CPA

Tax issues, especially those involving businesses, can become extremely complicated. When you face a tax problem, tax planning, or a complex filing situation, you may wonder whether you should hire a tax attorney or a Certified Public Accountant (CPA). These professionals offer a range of services, sometimes overlapping.

Our strongest possibility of successfully resolving your high stakes tax controversy or legally minimizing your tax liability is combining the best of both worlds by hiring a dually licensed Tax Attorney and CPA like the professionals at the Tax Law Offices of David W. Klasing, who can provide an unsurpassed comprehensive level of service due to our team’s extensive experience and focused backgrounds and in-depth education in both of these professional fields.

CPA Services Compared with Tax Attorney Representation

A CPA is a professional trained in the field of accounting who is licensed through, among other things, having a required educational background, met an experience requirement and passed a rigorous course of exams. CPAs are considered one of the most trusted and versatile types of financial planners because of their extensive educational background, which includes training in auditing, taxation, bookkeeping, and business planning, business law and strategy. CPAs can assist you with year-round record-keeping as well as with tax preparation services. They can be useful in staving off potential issues with the IRS or state taxing authorities before they occur.

By way of comparison, a Tax Lawyer is broadly trained in the law, and specifically in the complex field of Tax Law. They must go through the rigors of law school and pass the bar exam before being licensed. While a CPA might focus more on managing your records and preparing the forms required for your returns, a Tax Lawyer’s focus will be more on long-term tax and business planning, compliance and short-term dispute resolution. For example, although CPAs are technically able to represent you in an audit, a Tax Lawyer will typically have much more power and skill via specialized training into your constitutional rights and rules of evidence and will be indispensable where it comes to advising you of what to say and not to say to protect your rights and legal interests from potential eggshell audit and their associated criminal tax ramifications.

One of the vastly advantageous benefits offered by a Tax Attorney that does not apply to a CPA is the attorney-client privilege. Under the robust attorney-client privilege that exists in the legal profession, attorneys are almost always barred from speaking about anything told to them by their clients during their representation of them without first obtaining their client’s permission. Sometimes, your attorney will also bring in a consulting accountant who can receive derivative attorney-client privilege through a Kovel letter, and who can help them with more accounting-specific issues that arise. A Kovel letter is unnecessary where an accountant, EA or CPA is directly employed by a Law Firm that is providing a legal service to a client.

Accountant-client privilege, meanwhile, is far weaker, and it is not unheard of for a CPA who realizes that they are in trouble to turn on their client and become a witness against them, especially where they prepared the tax returns that are at issue. If you are concerned about the potential for criminal tax liability, which can occur in cases where you willfully failed to report income, failed to file tax returns, claimed deductions or credits for which you were not eligible, or other forms of tax fraud, being represented by a Tax Attorney is tremendously more advantages than choosing a CPA, EA or CTEC certified tax professional, especially where they prepared the tax returns at issue.

How to Choose the Right San Francisco Tax Lawyer or CPA for High-Stakes Matters

Whether you face an IRS audit, upcoming civil or criminal tax charges, California agency scrutiny, or you simply want to reduce the risk of any of these outcomes, you can benefit from enlisting a dual-licensed professional. Not every tax lawyer fits every case. Tax issues can evolve quickly and trigger parallel consequences across agencies, years, and tax types.

You should look for a dual licensed tax attorney and CPA who has experience across the lifecycle of a tax matter, from tax planning and filing to audit defense, to appeals and litigation to crisis management when criminal tax exposure exists. When one team can handle the full spectrum, you avoid handoffs that create inconsistency, delays, or damaging criminal tax admissions.

The Tax Law Offices of David W. Klasing include tax attorneys who also hold CPA licenses, which gives our team a well-rounded perspective on your situation. We can help you build legal tax strategies that reduce tax burden, and we can represent you if the government initiates enforcement action. We focus on protecting both your net worth and your liberty.

Our dual-licensed San Francisco Tax Audit Attorneys and CPAs are not only familiar with the various state and municipal tax regulations that may affect you, but they can also be by your side as you take on the California or federal governments.

One Team for Planning, Compliance, and Controversy

If given a choice between consulting with a CPA or a Tax Lawyer, it is usually best to go with the Tax Lawyer, as they offer you greater protection and more skill in the area of successfully resolving legal disputes with the IRS. However, Tax Lawyers can still lack many of the accounting skills most helpful to those filing complex returns and attempting to reconstruct tax records. As such, the best option is to retain an experienced dually licensed Tax Attorney and CPA like those at the Tax Law Offices of David W. Klasing. Our tax professionals have education, licensure, and experience in both practice areas. We can help you properly file your domestic or international taxes before any issues occur and also deal with any problems with the IRS or State Taxing Authorities that may already exist, including guiding you through a tax audit while minimizing or mitigating the potential for criminal tax liability, minimizing the assessment of additional tax penalties and interest being or helping you avoid an audit or criminal tax investigation by enrolling you in a domestic or offshore voluntary disclosure program.

IRS Audit Defense and Representation

The IRS manages federal tax compliance, enforcement, and audits. Audits can focus on your federal income tax returns, your business taxes, or both simultaneously. The IRS rarely selects individuals for audit at random. The IRS often flags returns for potential issues such as underreported income, unsubstantiated expenses, excessive credits, inconsistent reporting, or non-filing.

In many cases, the IRS generally reviews the last several years of returns. The lookback period depends on the issue, and it can expand significantly in situations involving substantial omissions, fraud, or non-filing. You should treat statute-of-limitations questions as fact-specific, because the correct analysis depends on what happened and what the IRS alleges.

Auditors assess credibility, organization, and consistency. They also evaluate how you communicate and how you support your positions with records. Where possible, a tax attorney can appear on your behalf and control the flow of information.

There are three types of IRS audits: correspondence, field, and office. These variations differ in expected duration, seriousness, and intrusiveness. The first step our dual-licensed San Francisco IRS federal tax audit attorney and CPA will take is to identify the type of audit you face, because that information often signals what the government wants and how aggressively it will pursue the matter.

Correspondence Audits

A correspondence audit, often called a “mail audit,” occurs through written communication and sometimes phone calls. It typically focuses on verifying specific line items, such as income matching, deductions, or credits. If you maintain records and the return position remains accurate, you may resolve the audit by supplying the documentation the IRS requests.

If you lack records, you made material errors, or you face fraud indicators, you should involve counsel early. Our dual licensed San Francisco tax lawyers and CPAs can help reconstruct records and reduce civil penalties while managing criminal tax risk where it exists. Agencies such as the IRS, FTB, CDTFA, and EDD can all use correspondence-based inquiries in appropriate cases, and each agency imposes its own deadlines and procedures.

Office Audits

An office audit requires the taxpayer, or the taxpayer’s representative, to meet with an IRS examiner at an IRS office. Office audits typically involve greater scrutiny than correspondence audits. You should prepare financial records, receipts, bank statements, and supporting documentation. If the audit involves high-risk items, counsel should handle the communication strategy and protect you from avoidable admissions.

Our dual-licensed San Francisco tax attorneys and CPAs can accompany you to an office audit and manage the audit dynamics from start to finish.

Field Audits

A field audit involves the IRS visiting your home or business to examine your records. Field audits often arise when the IRS perceives a higher risk profile, complex income streams, multi-year noncompliance, or significant business activity. A field audit can last many months and easily exceed a year in complex matters.

You should engage a dual-licensed tax attorney and CPA as soon as you learn the IRS will conduct a field audit. Early strategy can reduce the risk of escalation into eggshell territory and criminal tax exposure.

California Franchise Tax Board Audits and California Residency Disputes

The California Franchise Tax Board (FTB) enforces California income tax laws. The FTB conducts audits involving issues that California treats uniquely, including residency and sourcing disputes, California treatment of stock-based compensation, and California-specific adjustments that differ from federal results.

For example, if you recently moved into or out of California, the FTB may scrutinize when you became a California resident and when you started owing California tax. The IRS and the FTB also apply different rules in certain contexts, including net operating losses and other state-specific adjustments. As a result, you can face significant FTB exposure even if the IRS does not assert additional federal tax.

California audits can also create federal consequences, because California can share information, and audit outcomes can trigger amended-return obligations or prompt federal follow-up depending on the facts.

An experienced tax attorney can work to resolve any issues associated with such an audit before they become problematic. They can also help negotiate an installment plan if you are in fact found to owe money to the FTB. Click on the following to learn more:

Because the FTB is a tax agency, one might assume it is therefore authorized only to collect tax-related debts, such as debts incurred through failure to file taxes, failure to pay taxes, or failure to retain records in previous years. In reality, the FTB may collect a wide range of debts, including but not limited to debts arising from:

Colleges and universities to which the taxpayer owes fees, tuition, or other unpaid obligations.
Superior Court fines and fees.
Unpaid payments owed to any state agency.

Any of the following owed to a city or county in California:

Bail
Court-ordered payments
Parking tickets/citations
Property taxes
Unpaid fines

As you can see from this non-exhaustive list, a wide range of debts can trigger the seizure of one’s state income tax refund – including debts which are not directly related to tax obligations. For more information on the subject of FTB debt collections, please review the following:

California EDD Payroll Tax and Worker Classification Audits

The California Employment Development Department (EDD) handles payroll tax administration and enforcement. Every employer must withhold payroll taxes from employee pay and hold those funds in trust for remittance to the appropriate state and federal agencies. Payroll tax issues can surface in federal audits as well as in EDD audits.

If you fail to withhold properly, fail to remit withheld amounts, or misclassify employees as independent contractors, you can face severe civil penalties and, in the right fact pattern, criminal enforcement exposure.

Many EDD audits focus on worker classification. Payroll taxes generally do not apply to independent contractors. California applies complex tests that can vary based on the industry, exemption status, and the facts. California law has increased scrutiny in this area, and businesses should assume continued enforcement.

Our experienced San Francisco attorneys for state tax issues can help you gather evidence, defend classification choices, and manage exposure.

The EDD actively investigates and prosecutes payroll tax evasion and related fraudulent activities. Examples of employer conduct that can lead to serious enforcement include:

Assisting others in filing false Unemployment Insurance claims.
Paying employees “under the table,” or failing to report wages accurately to the EDD.
Failing to report hiring of new employees and incorrectly reporting start dates.
Withholding taxes from employee wages but not reporting wages or remitting payroll taxes to the EDD and other agencies.
Opening and closing accounts with the EDD while leaving unpaid balances, often with registrations under different business and owner names.
Making false statements to the State Compensation Insurance Fund to reduce Workers’ Compensation Insurance costs.
Providing misleading information to disqualify current or former workers from benefits they are entitled to.

These actions reflect the EDD’s focus on program integrity and enforcement of compliance. A San Francisco employment tax lawyer can help you navigate compliance and defend your business from penalties and legal exposure.

CDTFA Sales and Use Tax Audits and Cash-Sales Exposure

The California Department of Tax and Fee Administration (CDTFA) audits and enforces sales and use tax compliance, as well as other California tax and fee programs. A CDTFA audit can arise when the CDTFA suspects a business failed to charge the correct sales tax, collected sales tax but failed to remit it, or underreported taxable sales.

If the CDTFA believes your business underpaid sales tax, it will request your books and records and compare internal business records to reported sales tax remittances. A California sales tax audit can become a nightmare if you underreported cash sales or kept incomplete records.

An experienced sales tax attorney can help you compile documents, communicate with the CDTFA, and manage the risk of self-incrimination in high-risk cases. After an audit, we can challenge issues during the exit conference. If the CDTFA issues a Notice of Determination, you must act quickly to preserve appeal rights.

Unfortunately, this process is seldom simple or straightforward. On the contrary, the appellate system poses many challenges for taxpayers who wish to dispute the results an FTB, CDTFA, EDD or IRS audit, making dependable, knowledgeable representation essential. If you think the results of an audit are incorrect and wish to dispute the findings, ask us about IRS appeals representation in San Francisco. We can walk you through the process for appealing an audit and act on your behalf throughout, ensuring you file the appropriate paperwork, meet all legal deadlines, and satisfy other criteria for making a robust appeal. We stand ready willing and able to litigate a Federal or California tax issue, where it becomes necessary, but in our experience most issues can be settled before an expensive trial. We can help you appeal IRS and California state tax audit decisions involving:

San Francisco Audit Appeals and Tax Litigation

In San Francisco, incorrect audit outcomes can arise from administrative oversight, procedural missteps, or errors in applying the law to the facts. These outcomes can create unnecessary tax liabilities, penalties, and interest. Tax agencies can get the facts or the law wrong, and taxpayers have the right to challenge those outcomes through appeals and litigation where appropriate.

The IRS handles federal audit appeals through the IRS Office of Appeals. California provides administrative appeal pathways through the Office of Tax Appeals (OTA) for many state tax disputes. Some disputes require litigation in federal or tax court, and complex cases demand careful risk analysis, especially when criminal tax exposure is present.

For an appeal, a taxpayer typically must submit a detailed protest letter or opening brief that identifies the disputed issues and supports the challenge with facts and law. In some cases, mediation or informal resolution options can provide a faster pathway than full litigation. In other cases, litigation provides the only meaningful remedy.

Our San Francisco audit appeals attorneys handle complex tax controversies. We select the strategy that fits your case. We litigate when litigation provides the best outcome, and we advise against litigation when the law and facts do not support it.

Our clients benefit from a strategic approach that focuses on early resolution and careful management of both civil penalties and criminal tax risk. We evaluate litigation risk, protect privileged communications, and pursue the best outcome that the facts support.

Our tax litigation team has experience across federal and California state matters, including IRS audits, CDTFA disputes, EDD disputes, FTB disputes, refund claims, tax collection defense, innocent spouse relief, and criminal tax defense. Our team, led by David W. Klasing, Esq. M.S.-Tax CPA can represent you in Tax Court or before the California Office of Tax Appeals, where appropriate.

Contact us at (415) 287-6568 or schedule a reduced-rate initial consultation at our San Francisco office or other convenient locations in Northern California.

Our services include representing clients in the following:

Criminal Tax Defense and IRS Criminal Investigation Risk in San Francisco

Though tax crimes are nonviolent in nature, offenders are nonetheless subject to some of the nation’s harshest criminal penalties. Many tax offenses are felonies prosecuted in federal court, which typically hand down longer sentences and greater fines than courts which function at the state level. To provide an example, the federal statute for tax evasion establishes a maximum sentence of five years in federal prison, in addition to fines as great as $100,000 for individuals. Moreover, criminal fines can be compounded by IRS restitution orders, which can cost thousands or even millions of dollars depending on the nature and severity of the offense. Finally, a tax-related conviction could saddle you with a permanent felony record, which may make it difficult or impossible to find employment, obtain loans, rent at certain properties, purchase or own a firearm, travel abroad, or take advantage of life’s other opportunities. The criminal tax defense attorneys at the Tax Law Office of David W. Klasing represent defendants charged with misdemeanor and felony tax crimes, including CPAs and tax preparers. Our tax evasion attorneys can protect your rights, prepare you for court hearings, manage your legal documentation, and fight to reduce your penalties if you have been charged with tax evasion, offshore tax evasion, willful failure to file a tax return, payroll tax fraud, making false statements, or other tax crimes.

When facing high risk tax audits from agencies like the IRS, CDTFA, EDD, or FTB, certain red flags, such as destroyed records, underreported income, badges of fraud, or unfiled returns, can intensify the examination, and may lead to high-risk eggshell and reverse eggshell tax audits. As such, residents and businesses must be aware of potential criminal tax violations and the signs indicating that they might be under a more rigorous investigation by the IRS’s Criminal Investigation Division (CID). This is especially so when the taxpayer has a history of blatantly cheating on their federal tax returns and is now under audit and thus fears criminal tax prosecution. Even international tax evasion schemes that utilize remote tax havens are easily detected by the IRS, which works with tax and law enforcement agencies around the globe and throughout the United States.

We will help your understanding of the stages of an audit, criminal tax investigation, tax crime indictment, and prosecution, as well as the red flags that may pique the interest of the IRS or the California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA) and the Employment Development Department (EDD) and trigger the entire sequence.

If you or your small business has been selected for a tax audit in San Francisco, and you are concerned about a criminal tax investigation resulting from or occurring alongside the audit, engaging our San Francisco Criminal Tax Audit Defense Attorney and San Francisco IRS Tax Fraud Defense Attorneys service at the onset of a high-risk audit / criminal tax investigation will maximize the possibility of a favorable outcome without escalating to criminal tax charges. We have never had a federal or California audit client criminally prosecuted for tax crimes. We are here to provide aggressive, informed representation in areas including:

Eggshell Tax Audit Defense
Reverse Eggshell Tax Audit
Criminal Tax Investigation
Intentional/Fraudulent Federal Tax Evasion
Tax Crime Indictment and Prosecution
Tax Fraud Whistleblower Defense
Willful Failure to File Tax Returns
Increased Tax Fraud Referrals to IRS-CI
Maintaining inadequate records or destroying records
Providing implausible or inconsistent explanations during civil examination
Displaying belligerent, rude, or disrespectful behaviour to an IRS agent
Claiming Fake Dependents
Arranging affairs for the sole purpose of tax avoidance in a manner that lacks economic substance
Dubious conservation easement deductions
California State Tax Fraud Schemes Defense
False Refund Claims in California
California Underground Economy Tax Evasion
CDFTA Sales and Use Tax Evasion:
Failed to report a large portion of sales from a retail auto dealership.
Collecting sales tax and failing to remit to the state of California
Failure to file sales tax or use tax returns (online retailers)
Misuse of resale certificate to evade tax
Fraudulent Withholding or False Statements
Handling IRS Criminal Investigation Division (CID) Inquiries
Business and Employment Tax Fraud
Representation in Cases of Alleged Tax Fraud Schemes
Hobby Business and Taxes
Tax Preparer Liability
IRS Renewed Focus on Criminal Tax Defense
Overstating deductions or claiming false deductions
Hiding or transferring income with relatives or related entities
Keeping false records of your income or “second set of books”
Falsifying books or records “forgery”
Prematurely destroying records
California FTB Income Tax Fraud Investigations
EDD Employment Tax Fraud Investigations
CDTFA Tax Fraud Investigations:
Cannabis Tax Evasion (Illegal Cannabis Retailers)
Cigarette and Tobacco Products Tax Evasion
Motor Vehicle, Diesel and Jet Fuel Tax Evasion
Intentional destruction of records
Registration of a vehicle, vessel, or aircraft outside of California for the purpose of evading tax

Voluntary Disclosure and Correcting Past Noncompliance in San Francisco

If you’re in San Francisco and realize that you could face criminal tax prosecution over a history of blatantly cheating on your tax returns if discovered, voluntarily disclosing this history by knocking on the IRS’s door before they bang down your door, is the most a crucial step towards resolution without facing criminal tax prosecution.

Taking the initiative to disclose any oversights or deliberate tax evasion before an audit or criminal investigation begins presents a nearly guaranteed method to rectify the situation and avoid criminal charges related to your history of criminal tax offenses. It’s vital to recognize that even an incomplete disclosure, if done proactively and promptly, can lead to favorable outcomes. Throughout this process, the guidance of experienced criminal tax defense counsel and our staff of specially trained accounting professionals is key to effectively managing these complex issues.

This approach provides a structured and secure way to amend your fraudulent tax returns while steering clear of criminal tax prosecution. Similar to the IRS, the State of California’s Franchise Tax Board (FTB) and the California Department of Tax and Fee Administration (CDTFA) offer methods for non-compliant taxpayers to become compliant again by disclosing their non-compliance with state tax laws. The approach for voluntary disclosure to the FTB varies depending on whether you file taxes from within or outside the state.

Our San Francisco Domestic and International Tax Compliance & Preparation Attorneys specialize in navigating the intricacies of both federal and California state voluntary disclosures. This includes domestic and offshore disclosures, CDTFA and FTB voluntary disclosures, streamlined procedures, and procedures for delinquent FBAR and international information return submissions. Taxpayers in San Francisco who have willfully evaded taxes, including not filing foreign information returns and actively avoiding U.S. income tax on foreign income, can generally return to compliance and avoid criminal tax prosecution if they voluntarily disclose their federal tax non-compliance before the IRS initiates an audit or criminal tax investigation. In doing so, they not only avoid criminal charges but often benefit from reduced civil penalties. We deal with:

Compliance with California Taxes:

Tax Issues Facing Businesses and Individuals

You do not need to feel panicked by the U.S. Tax Code, a notice from the government, or an auditor’s questions. Instead of struggling to interpret complex statutes and IRS regulations, or attempting to ignore the issue, rely on experienced counsel to bring the matter to a resolution.

The San Francisco business tax attorneys and CPAs at the Tax Law Office of David W. Klasing can help you resolve tax matters efficiently. We work to mitigate civil penalties and criminal tax exposure while helping you make the most of the tax code for business planning, financial planning, and estate planning.

Tax services we provide in San Francisco include, but are not limited to, the following:

International Tax Issues

The United States imposes tax rules that can affect taxpayers based on citizenship and other connecting factors. Many taxpayers face international tax obligations they do not expect, especially when they hold foreign accounts, foreign entities, offshore income streams, or overseas assets.

Taxpayers who often face international tax complications include:

Recent immigrants or frequent business travelers who have income-generating assets and businesses, and their related bank and financial accounts, in foreign countries
Taxpayers who have dual citizenship with the United States
Taxpayers who have recently sent money to the U.S. via wire transfer
U.S. expats who live and or work abroad

Taxpayers in these categories often must comply with foreign information reporting rules, including FinCEN Form 114 (FBAR), Form 8938, and other international reporting requirements, depending on the facts.

Failure to report global taxable income, combined with failure to file required foreign information returns, can trigger severe civil penalties and, in some cases, criminal tax and information-reporting exposure. A proper strategy depends on the facts, including willfulness risk, filing history, and the nature of offshore assets.

Our San Francisco FinCEN Form 114 attorneys and CPAs guide taxpayers through FBAR and related compliance obligations. Our team helps clients file correctly, protect legal rights, and minimize civil penalties while managing criminal tax risk where it exists.

Contact our San Francisco office at (800) 681-1295 or (415) 287-6568, or contact us online for assistance on the following:

If you engage in international business or manage foreign assets, you need a strategy that ensures accurate and proactive reporting. The IRS continues to intensify efforts to uncover unreported offshore income, offshore entities, and foreign accounts. Now is the time to enlist experienced international tax counsel to review the international aspects of your filing history.

Whether you are an American expatriate or you manage offshore business entities and investments, we provide meticulous attention to help you report with precision and foresight.

Our association with Marc Schwartz, a dually licensed international tax attorney and CPA, enhances our ability to address complex federal offshore tax planning, compliance, and controversy matters.

Tax Planning for American Expatriates and Businesses
International Tax Liability Minimization
International Estate Planning
Business Succession Planning
International Tax Treaty Application
U.S. Entity Formation for Non-Resident Aliens
International Tax Mistake Rectification
International Business Entity Structuring
Offshore Income-generating Assets
Tax Planning for Foreign Companies
Compliance with IRS Form 5472 for Foreign-Owned U.S. Corporations
Tax Compliance for Expats
Transfer Pricing Compliance and Penalties Avoidance
Double Taxation Avoidance

Cryptocurrency Tax Issues

At the San Francisco branch of the Tax Law Offices of David W. Klasing, our team of San Francisco Bitcoin and virtual currency tax attorneys and CPAs has deep experience with cryptocurrency taxation and reporting. We handle the unique reporting challenges of a rapidly evolving sector, including airdrops, defunct exchanges, volatility-driven reporting gaps, and reconstruction of transaction records.

Our services provide a crucial option for taxpayers who may have inadvertently or intentionally failed to report cryptocurrency income, enabling correction through amended returns, appropriate disclosure pathways, or other compliant strategies based on risk.

In San Francisco, we offer combined attorney and CPA expertise for virtual currency reporting, including record organization, transaction reconstruction, and advice on reporting digital asset activity on tax returns, especially when the taxpayer files delinquent returns or amends returns and audit risk increases.

We also handle cryptocurrency-based eggshell audits and criminal tax investigations. Our goal involves accurate compliance and careful mitigation of criminal tax risk.

For San Francisco residents dealing with cryptocurrency taxation, contact our office at (415) 287-6568 to book a reduced-rate initial consultation.

For more detailed information, please refer to the following:

San Francisco Sales Tax Issues

San Francisco businesses that collect sales tax must remit it accurately to the CDTFA. Discrepancies such as failure to remit collected tax or improper tax treatment can trigger CDTFA audits. California audits sales tax frequently, and certain industries are subject to greater scrutiny.

If your San Francisco business faces a sales tax audit, stay calm and seek experienced help immediately. Our dual-licensed San Francisco sales tax audit lawyers can manage the audit, protect your legal interests, and help you pursue an accurate outcome.

We also advise on internet sales tax issues, nexus, and the distinction between sales and use tax. We provide comprehensive advisory and representation to help your business navigate California’s complex sales tax landscape.

Estate, Gift, and Income Tax Planning in San Francisco

Our dual-licensed San Francisco estate and income tax planning attorneys and CPAs provide comprehensive tax and estate planning services. We help clients protect family wealth, plan for succession, reduce tax exposure, and create plans that reflect personal goals.

Estate planning requires careful tailoring to your financial situation, including the size of your estate, the number of beneficiaries, and the complexity and location of assets, including offshore assets where applicable.

Our California estate planning attorneys, supported by a team of CPAs and CPA candidates, guide clients through wills, trusts, advanced healthcare directives, and other planning and administration matters.

In San Francisco, We Provide Estate and Income Tax Planning Assistance in:

Click on the following to learn more about our San Francisco Tax Services:

The Tax Law Offices of David W. Klasing in San Francisco

1390 Market St #200

San Francisco, CA 94102

Phone: (415) 287-6568

San Francisco Tax Attorney