San Jose, CA Tax Attorney + CPA
The Tax Law Office of David W. Klasing is a boutique California tax law firm comprised of award-winning tax lawyers and CPAs who possess decades of experience guiding individuals and businesses in all aspects of California, Federal and International Tax Law. Whether you need assistance with a civil, criminal, domestic, offshore, business, personal, federal, or California tax issue, our skilled attorneys and accountants are here to provide dependable, 24-hour support throughout San Jose County.
We work hard to stay abreast of continuously evolving tax regulations, such as the Tax Cuts and Jobs Act (TCJA) and rules for reporting cryptocurrency, so that our clients receive dependable, up-to-date information – no matter how complex the underlying issues. When you need sophisticated and strategic tax representation, turn to the Tax Law Office of David W. Klasing for help. Contact our law offices online to arrange a reduced-rate consultation, or call (805) 617-4566 today.
Federal and California Tax Help in San Jose
Our tax attorneys can assist you with a wide array of issues related to California or federal income taxes, employment taxes, gift and estate taxes, sales tax, and excise tax. Services we offer in this area of our practice include tax preparation and filing, bookkeeping and accounting, tax research, and assistance with tax compliance. We can also assist you with tax issues arising from divorce proceedings, such as issues pertaining to innocent spouse relief or tax evasion charges against your former spouse.
FBAR and FATCA Tax Attorneys in San Jose, CA
If you have certain foreign assets – potentially including checking accounts, savings accounts, securities, stocks, hedge funds, mutual funds, partnership interests, or even Bitcoin wallets – you must report them to the federal government if they exceed certain monetary thresholds. You may be required to file Form 8938 (Statement of Specified Foreign Financial Assets), which is mandatory for certain taxpayers under the Foreign Account Tax Compliance Act (FATCA), and/or a Foreign Bank Account Report (FBAR), also known as FinCEN Form 114.
IRS Audit and Appeals Representation
Each year, the IRS conducts approximately 1 million tax audits. In addition, various state agencies also conduct their own audits of California taxpayers, including the Franchise Tax Board (FTB), Employment Development Department (EDD), and California Department of Tax and Fee Administration (CDTFA). We can prepare you for what to expect from the audit, correspond with IRS agents on your behalf, and protect your legal rights as a taxpayer throughout the process.
See our Employment Tax Q and A library Here:
See our Sales Tax Q and A library Here:
See our Audit Q and A library Here:
If you or your business is audited, the IRS may assess additional taxes that you are liable for, accompanied by interest charges – and potentially, expensive penalties. However, if you disagree with the results of your audit, you may be able to challenge the result by requesting IRS appeals. Due to the extreme complexity of the appeals process, it is strongly advised that you are represented by a seasoned tax professional.
San Jose Criminal Tax Defense Attorneys
There are numerous reasons someone can be charged with a tax crime. In many cases, tax charges arise from IRS audits that have revealed indicators of tax fraud (“badges of fraud”). Some commonly-charged tax crimes include tax evasion (26 U.S. Code § 7201); willful failure to collect or pay over tax (26 U.S. Code § 7202); willful failure to file a return, supply information, or pay tax (26 U.S. Code § 7203); willfully making and subscribing a false tax return (26 U.S. Code § 7206(1)), simply called “filing a false return”; or helping another taxpayer to do so, which is referred to as “aiding or assisting a false return” (26 U.S. Code § 7206(2)).
Any of these criminal allegations – most of which are felonies – place the defendant at risk of prison time, criminal fines, IRS restitution, supervised release, and other criminal penalties. Tax evasion, for example, carries a maximum prison term of five years, and/or a maximum criminal fine of $100,000 (or, for corporations, $500,000).
See our Criminal Tax Q and A Library here:
Business Tax, Bookkeeping, and Accounting Services in San Jose
The tax issues facing business entities, such as C corporations and LLCs, are often orders of magnitude more complex than those which individual taxpayers must contend with. No matter what stage of its life cycle your business has reached – whether you are still in the earliest phases of entity selection and formation, or you are ready to exit the business and transition into retirement after decades in operation – we can provide you with tailored, industry-specific tax guidance designed to keep you compliant with the law while protecting your bottom line.
Experienced Tax Lawyers and CPAs in San Jose, California
The Tax Code is highly complex – and a minor error could cost you greatly. No matter what sort of tax issue you need to resolve, make sure to work with an experienced Tax Attorney-CPA who has handled cases similar to yours. From tax preparation and audit defense to estate planning and criminal tax representation, the Tax Law Office of David W. Klasing is dedicated to providing you with the highest quality service.
Call our San Jose law offices at (805) 617-4566 to schedule a reduced-rate appointment, or contact us online. Please note all meetings at our San Jose tax office must be scheduled in advance.
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: