
- Experience
- 3 years
- Consultation
- Free consultation
- Bar State
- California
- Contingency
- Available
- Languages
- English, Spanish
- Verification
- Approved profile
- Phone
- (415) 968-1780
About
I focus on federal, state, and international tax matters, particularly in tax controversy, complex pass-through entity taxation, and issues affecting high-net-worth taxpayers. I guide clients through all phases of tax disputes, including audit strategy, information development, and administrative resolution. My goal is to help individuals and businesses address examinations, proposed adjustments, and compliance challenges while managing litigation risks and achieving practical business outcomes. With experience in both government and private practice, I offer strategic advice on partnership and S-corporation taxation, related-party transactions, and technical matters that often arise within sophisticated investment and operational structures. I often advise clients on multi-jurisdictional tax issues, such as state and local tax compliance, conformity challenges, and the tax consequences of mergers, acquisitions, and other business transactions. My role involves preparing technical analyses, drafting memoranda, and responding to taxing authorities. I also provide guidance on controversy procedures, penalties, and regulatory developments that impact complex taxpayers. Additionally, I assist with transactional diligence and risk assessment, helping clients anticipate potential exposure and address concerns proactively. My practice also includes tax research and regulatory analysis, which occasionally involves international and cross-border considerations, enterprise-level compliance reviews, and matters related to nonprofit organizations and employee benefit plans. I take a practical, solution-driven approach informed by my experience working with auditors, counsel, and stakeholders. This approach helps clients resolve disputes efficiently while maintaining long-term compliance and strategic tax positions.
Location
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Education
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