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San Francisco Tax Attorney + Accountant for Business Consultants

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    As a business consultant, you advise your clients on financial strategies for growth, which means you already understand the importance of tax planning and compliance. You also understand the importance of having a trusted advisor that your small, midsize, or large business can turn to for guidance.

    Allow the Tax Law Office of David W. Klasing to advise your consulting business on all of its tax and accounting needs, helping you avoid IRS penalties while reviewing your current systems and strategies for efficiency. From issues around tax compliance and return preparation, to disputes with the IRS or California taxing authorities, to individual or business tax audits, to criminal charges such as tax evasion, our award-winning firm provides the full spectrum of legal and accounting services. With over 20 years of experience – and an extensive record of results – we are a trusted leading group of San Francisco tax lawyers for business consultants and consulting firms.See our Entity Selection Q and A Library

    See our Business Purchases and Sales Q and A Library

    See our Business Succession Q and A Library

    See our International Tax Q and A Library

    State + Federal Tax Audit Representation in San Francisco (IRS, FTB, EDD, CDTFA)

    Whether your consulting business is located in California, other U.S. states, or another country altogether, you may owe state or federal income taxes to the Franchise Tax Board (FTB) or the Internal Revenue Service (IRS). Together, these agencies conduct more than 1 million state and federal income tax audits annually. State tax audits, such as a California employment tax audit, may also be conducted by the Employment Development Department (EDD) and/or California Department of Tax and Fee Administration (CDTFA), depending on the specific issues under review.See our Audit Representation Q and A Library The San Francisco tax audit defense lawyers at the Tax Law Office of David W. Klasing represent self-employed consultants and business consulting firms in all types of state and federal tax audits, including eggshell or reverse eggshell audits in which matters of possible tax fraud are under examination. We also represent consultancy firms in audits involving international tax issues, such as FBAR audits and other foreign account tax audits. For more information about compliance with FBAR filing requirements and whether they could place you at risk for a related audit, review our FBAR explanation.See our 2011 OVDI Q and A Library See our FBAR Compliance and Disclosure Q and A Library 

    See our Foreign Audit Q and A Library

    California + IRS Audit Appeals Attorneys in San Francisco

    The outcome of an audit is not always accurate or correct. For various administrative or mathematical reasons, auditors can make errors or overlook details that distort the results of an examination – often leading to an unjustified tax bill. For example, an auditor may wrongly determine that you owe additional U.S. income tax, or that you owe substantial amounts of interest to the IRS.

    If you believe that your auditor made a mistake and you disagree with the IRS’ findings, you may dispute the results of the examination by requesting an IRS Appeals conference. To initiate this process, you must prepare and submit a written letter of protest outlining the facts of your case and the cause for your dispute, along with the statutes, facts, or other information you are using to support your argument.

    If the appeals process does not resolve the dispute, it may be possible to proceed by litigating the issue in Tax Court. Audit appeals and litigation are exceptionally complex areas of U.S. tax law, making successful pro se representation all but impossible. Having step-by-step legal guidance from a San Francisco tax litigation attorney levels the playing field against the IRS, giving the taxpayer a greater likelihood of success.See our IRS Appeals Q and A Library See our Tax Litigation Q and A Library

    San Francisco Criminal Tax Defense Representation

    Many small business owners, such as self-employed business consultants, will be selected for an audit at least once. Large businesses that have significant assets are also at elevated risk of an audit, such as major consulting firms.

    A tax audit is a significant issue because it can lead not only to civil tax penalties, but moreover, an IRS criminal investigation. If “badges” (indicators) of fraud are discovered, the auditor may halt the audit and pass your case along to the IRS’ Criminal Investigation division, or IRS-CI, which may in turn refer your case to the U.S. Department of Justice. A California or IRS tax audit can supply with the government with the evidence it needs to indict a taxpayer on tax evasion charges, payroll tax fraud charges, or related misdemeanor or felony charges.

    Tax compliance is essential not only for surviving an audit, but more importantly, protecting your business – and your personal liberty. Our IRS fraud defense attorneys can uphold and protect your rights throughout the examination and investigation process, advocating on your behalf by exploring potential legal defenses, questioning the evidence against you, and invoking the attorney-client privilege.See our Criminal Tax Law Q and A Library

    San Francisco Tax Lawyer + Accountant for Business Consulting Firms

    At the Tax Law Office of David W. Klasing, we are tax and business consultants with decades of combined experience providing audit tax and consulting services to California, U.S., and multinational entities. For assistance with a federal, state, or international tax issue involving a business consulting company, contact us online, or call our San Francisco office at (415) 287-6568 to arrange a reduced-rate consultation. You can also contact our main office in Irvine by calling (800) 681-1295.

    Please note meetings at our San Francisco 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.

    Tax Help Videos

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

    Main Office

    Orange County
    2601 Main St. Penthouse Suite
    Irvine, CA 92614
    (949) 681-3502

    Our headquarters is located in Irvine, CA. Our beautiful 19,700 office space is staffed full-time and always available for our clients to meet with our highly qualified and experienced staff of Attorneys, Certified Public Accountants and Enrolled Agents. We also offer virtual consultations and can travel to meet with clients in one of our satellite offices.

    Outside of our 4 hour initial consultation option, we do not charge travel time or travel expenses when traveling to one of our Satellite offices, or surrounding business districts, where it is necessary to meet personally with taxing authority personnel, make court appearances, or any in person meeting deemed necessary for the effective representation of a client. To make this as flexible, efficient, and convenient as possible, David W. Klasing is an Instrument Rated Private Pilot and Utilizes the Firms Cirrus SR22 to service client’s in California and in the Southwest by air. Offices outside these areas are serviced via commercial jet airlines. None of these costs are charged to our clients.

    Satellite Offices

    California
    (310) 492-5583
    (760) 338-7035
    (916) 290-6625
    (415) 287-6568
    (909) 991-7557
    (619) 780-2538
    (661) 432-1480
    (818) 935-6098
    (805) 200-4053
    (510) 764-1020
    (408) 643-0573
    (760) 338-7035
    Arizona
    (602) 975-0296
    New Mexico
    (505) 206-5308
    New York
    (332) 224-8515
    Texas
    (512) 828-6646
    Washington, DC
    (202) 918-9329
    Nevada
    (702) 997-6465
    Florida
    (786) 999-8406
    Utah
    (385) 501-5934