Local San Bernardino Tax Attorney & CPA - San Bernardino Tax Help
The Tax Law Office of David W. Klasing brings more than 20 years of experience to a broad array of civil and criminal tax matters, including California, federal, and international tax issues. With conveniently located tax offices in San Bernardino, our highly skilled team of tax professionals includes attorneys, former auditors, and Certified Public Accountants, empowering our clients with comprehensive knowledge of the California and Federal evolving tax code. From compliance with foreign income reporting laws, to taking advantage of the Tax Cuts and Jobs Act (TCJA) for your small business, our San Bernardino tax lawyers are here to provide dedicated personal and business tax support.
San Bernardino Business and Employment Tax Attorneys
Our payroll, employment, and business tax attorneys work with all types of business entities throughout the San Bernardino area, including C corporations and flow-through entities like sole proprietorships, general and limited partnerships, limited liability companies (LLCs), and S corporations. Our mission is to help your business utilize the Internal Revenue Code advantageously – keeping in mind the many new tax provisions created by the Tax Cuts and Jobs Act (TCJA) – while complying with its myriad regulations and requirements. Types of business, employment, and payroll tax services we provide in San Bernardino include, but are not limited to, the following:
- Business succession planning
- Business transactions (dissolutions, purchases, sales)
- California employment tax compliance
- California sales tax audits
- Entity selection and formation
- Using tax havens for businesses
International Tax Attorneys for FBAR and FATCA in San Bernardino
The United States imposes tax on a citizenship basis rather than a physical residency basis. Therefore, even if you have lived in San Bernardino for many years, you are still responsible for reporting your worldwide income to the U.S. government. That means you may need to report your foreign bank accounts, including any checking, savings, or business accounts you control, depending on whether your offshore assets exceed specific monetary thresholds.
Under the Bank Secrecy Act (BSA), you must generally file an FBAR, also called FinCEN Form 114, if your foreign income exceeds $10,000 at any time during the tax year. The acronym “FBAR” refers to Foreign Bank Account Reporting. In addition to fulfilling the FBAR requirement, you may also need to file Form 8938 (Statement of Specified Foreign Financial Assets) under the Foreign Account Tax Compliance Act (FATCA), which generally applies to you if your foreign income exceeds a $50,000 threshold at any time during the year.
San Bernardino Criminal Tax Attorneys
Almost nothing could be more stressful than coming under investigation for an alleged California or Federal tax crime. We understand the intense pressures and anxieties of a California or IRS criminal tax investigation and will fight to ensure that your legal rights are upheld and protected while seeking a resolution to your case that will result in the least possible damage.
Our criminal tax defense lawyers have extensive experience defending taxpayers charged with misdemeanor and felony tax crimes in California, including attempts to interfere with administration of internal revenue laws (tax obstruction); failure to file, supply information, or pay tax; fraud and false statements; tax evasion (evasion of assessment, evasion of payment); and willful failure to collect or pay over tax.
Tax Audit and IRS Appeals Representation in San Bernardino
Tax audits are routinely performed not only by the Internal Revenue Service, but also by various state tax agencies, such as the California Department of Tax and Fee Administration (CDTFA), the Franchise Tax Board (FTB), and the Employment Development Department (EDD). A tax audit may be initiated for numerous reasons, including your income level, the type of business you own (where applicable), the credits and deductions you claimed on your tax return, and whether you have previously failed to file tax returns, electronic FBARs, or other tax documents. Types of tax audits our office handles include:
- California and federal employment tax audits
- Foreign account tax audits and FBAR audits
- IRS tax audits
- Worker classification audits
- Sales Tax Audits
No matter why an audit is initiated, the risk to the taxpayer is great. He or she may incur costly, unanticipated penalties – and, depending on what the audit unveils, could even be referred by the IRS’ Civil Examination Division (CED) to its Criminal Investigation Division (CID, also called IRS-CI). However, if the taxpayer believes that the auditor made an error which resulted in improper findings, he or she may challenge the audit’s outcome by requesting a tax appeal. Our tax audit lawyers are highly experienced in providing IRS appeals representation, and can make the process simpler and more efficient while helping you build a stronger claim.
Tax Planning and Preparation Services in San Bernardino
Seemingly beneficial financial transactions can burden a taxpayer with unpleasant and unexpected consequences – including IRS requests for additional documentation, or in some cases, even a tax audit. Strategic tax planning can help you and your loved ones see the obstacles before they arise, allowing your family or business to preserve a greater share of its wealth while maintaining compliance with the U.S. Tax Code. Our San Bernardino tax planning attorneys offer a range of services to help you limit your tax burden, including but not limited to:
- Bookkeeping and accounting
- Estate planning
- Personal and business tax preparation
- Tax planning for non-citizens
- Tax research services
- Tax transaction services
San Bernardino Tax Relief Attorneys for IRS Debt Help
Even in prosperous communities like San Bernardino, many taxpayers find themselves struggling to manage tax debts resulting from IRS penalties, unexpected interest owed on unpaid taxes, or other substantial tax liabilities. Fortunately, there are various options for managing tax-related debt, such as installment agreements, innocent spouse relief, offers in compromise (OIC), and personal bankruptcy, which in some cases allows debtors to “discharge” (eliminate) their liability for older income tax-related debts. Our tax relief attorneys can evaluate your financial circumstances to determine whether tax relief is an appropriate option for you, and if so, discuss potential options and how each might affect your finances in both the short and long term.
San Bernardino Tax Lawyers and CPAs Offering Reduced-Rate Consultations
Whether your tax matter is civil or criminal – whether it involves taxation at the local, state, federal, or international level – look to the San Bernardino tax professionals at the Tax Law Office of David W. Klasing for in-depth, on-point guidance you can trust. Contact us online to arrange a reduced-rate consultation, call our San Bernardino tax office at (909) 991-7557, or call our main office at (800) 681-1295.