Awards & Recognition
At the Tax Law Office of David W. Klasing, we provide a comprehensive suite of tax services for individuals, business entities, trusts, and estates. Our award-winning tax team, which is comprised of California tax attorneys & CPAs brings together more than 20 years of combined legal, accounting, and tax experience in local, state, federal, and international taxation, including both civil and criminal matters. If you need an experienced attorney-CPA, look to the Tax Law Office of David W. Klasing. Conveniently located in San Jose, we work with taxpayers and businesses across the county.
Tax Audit and Appeals Representation
We represent taxpayers in all types of state and federal tax audits, including IRS tax audits, CDTFA sales tax audits by the California Department of Tax and Fee Administration, EDD employment tax audits by the Employment Development Department, and FTB tax audits by the Franchise Tax Board. At the federal level, the types of IRS audits we handle include correspondence (mail-only) audits, field audits, office audits, “eggshell audits,” and “reverse eggshell audits.” The latter two pose a particular danger due to the sensitive issues involved and should be handled only by a criminal tax attorney with prior experience in these areas.
See our Audit Representation Q and A Library
Help Filing FBAR, FATCA, and Voluntary Disclosures
Even if you live and work in San Jose, you may still be required to report offshore income, assets, and bank accounts. For example, if your offshore assets exceed $10,000 and you are a U.S. citizen or resident, you may be required to file an FBAR (FinCEN Form 114). If your foreign income exceeds $50,000, you may be required to file Form 8938 (Statement of Specified Foreign Financial Assets) under a federal law known as “FATCA,” or the Foreign Account Tax Compliance Act.
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
As failure to comply with these and related requirements can trigger costly penalties – or, in cases of willful noncompliance or criminal prosecution – it is wise to review your international tax strategy with an FBAR tax lawyer. You may be able to avoid FBAR prosecution and mitigate penalties by making a voluntary disclosure, but should weigh your options carefully with guidance from an international tax attorney.
New OVDP program:
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
Business and Corporate Tax Lawyers
From family-owned sandwich shops to multinational technology firms, all types of business entities stand to benefit from thoughtful and detail-oriented tax planning. In fact, effective tax and financial planning is integral to the long-term success of every business entity, beginning with the proper entity selection.
Whether you are the owner of a new business who needs help comparing the tax implications of each entity type, or an experienced entrepreneur in need of tax guidance on Opportunity Zones and other investment opportunities, our business tax attorneys and CPAs will work with you to develop a plan that promotes growth, raises capital, and minimizes loss. Our team includes entity selection lawyers, business succession planning attorneys, employment tax attorneys, and internet tax lawyers for online businesses, along with bookkeeping and accounting professionals, ensuring that your business receives the tailored, dynamic support it needs.
See our Entity Selection Q and A Library
Criminal Tax Defense Representation
Criminal tax charges can result from a tax audit, an anonymous tip made to the IRS, or even an offhand comment made while being questioned as a witness. If you have been charged or contacted by IRS Special Agents, or if you are aware of an IRS criminal investigation into your activities, notify our legal team immediately so that we can offer further guidance on how to proceed.
See our Criminal Tax Law Q and A Library
Our criminal tax defense lawyers represent taxpayers in misdemeanor and felony cases involving all types of tax fraud allegations, including but not limited to tax evasion, failure to pay over tax, willful failure to file a tax return or pay taxes, making and subscribing to a false return, and aiding or assisting a false return. Depending on each statute, criminal penalties for these offenses range anywhere from one to five years in prison, with criminal fines ranging as high as $100,000 (or, for corporations, as high as $500,000). What many tax defendants do not realize is that these criminal penalties, already severe, can be compounded by additional civil penalties, such as the civil fraud penalty, which equals 75% of the underpayment amount.
Tax Attorneys and CPAs in San Jose, CA
Whether you are searching for an attorney to help you with tax compliance, tax audit representation, foreign account reporting, tax evasion charges, tax-motivated bankruptcy, tax litigation, or estate planning matters, our IRS lawyers have the skill, the expertise, and the dedication to resolve your issue effectively. Contact us online right away to arrange a reduced rate consultation or call the Tax Law Office of David W. Klasing at (805) 617-4566 to get started. Please note all appointments at our San Jose tax office must be scheduled in advance.
See our international and domestic estate planning Q and A Libraries Here:
See our IRS Appeals Q and A Library
See our Tax Relief and Resolution Q and A Library
See our Offer in Compromise Q and A Library
See our Liens Levys and Garnishments Q and A Library
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, whose 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:
