With 18 years of direct experience, the practice focuses on tax litigation, especially on business, tax litigation, such as EDD and IRS payroll tax, CDTFA sales and use tax, and corporate income taxes. Jim has won major petitions and appeals in these areas. Jim began his a career practicing for the EDD Legal Office, defending their audits, and for over 12 years has amassed an impressive record of victories representing taxpayers in EDD, IRS, FTB, and CDTFA petitions and appeals.
Tax audits can be intimidating. When representation can result in efficiency, success, and peace of mind, Jim is there for his clients.
Jim has executed many Settlements, Offers in Compromise, Lien Releases, and Installment Agreements with the various tax agencies.
Smaller to medium size organizations, usually lack the resources and the need for a full-time general counsel. However, such services are still needed to protect and advise the organization on issues such as corporate identity, formation and maintenance, litigation and audit exposure, drafting independent contractor agreements, employment agreements and other contracts, and general various legal advisement. One of Jim’s best skills is strategy and team-building when a client is faced with complicated legal, financial, or accounting challenges. Jim regularly works with other specialist attorneys and accounting professionals, developing overall strategies for success.
Jim has successfully represented clients in wage and hour claims, and employment benefits matters. Jim drafts employment agreements and advises on labor and employment law compliance and defense.
If it looks like representation would be helpful, we can talk about that. However, I am happy to tell you when you might not really need an attorney. Sometimes a taxpayer just needs to know what particular office to contact, which form to submit, or whether they even have a viable case on appeal or settlement. Sometimes, a taxpayer just needs an accountant.
