tax return drafting and filing
TAX ATTORNEY
Robert has over a decade of professional experience in drafting and filing federal and state tax returns. We offer our tax services to residents of all states, not just California residents. Working with Robert, a tax attorney, will help you reduce your tax liabilities while also ensuring that you are compliant with all tax regulations to avoid audits and penalties.
OUR TAX SERVICES
At Law Offices of Robert Jeppson, we offer a range of Tax Services to assist high-net-worth individuals and business owners in taking advantage of applicable tax deductions and credits.
Tax Return Drafting and Filing
We assist in drafting and filing your annual tax returns efficiently by utilizing all applicable tax deductions and credits to minimize your tax liabilities.
IRS and State notice Resolutions
Received a notice (audit, penalties, unpaid tax liabilities, etc.) from the IRS and/or State? We will help you navigate and resolve these issues with the IRS/State.
Tax Planning
We assist you in developing tax-efficient strategies to meet your financial goals and minimize your tax liabilities when major changes occur (such as selling stocks, starting a new job, or buying a house).
We can assist you with the drafting and filing of the following tax returns:
- Individuals (Form 1040, Form 1040-NR)
- Business
- Partnership (Form 1065)
- Corporation (Form 1120)
- S-Corporation (Form 1120S)
- Estate (Form 706)
- Gifts (Form 709)
- Fiduciary (Form 1041)
- Benefit Plan (Form 5500EZ)
With the information you provide to our office, we will draft your tax returns for you to review before filing. During the drafting process, we ensure that you are taking advantage of all applicable tax deductions and credits to minimize your tax liability and maximize any potential refunds.
Our office will work alongside you to help develop tax-efficient strategies that focus on your financial goals while also minimizing your tax burden. We focus on understanding your individual circumstances and creating plans that are specific to your financial goals.
TAX AUDIT & COURT
Receiving a notice from the IRS can be scary, but our objective is to resolve your tax issues and controversies quickly, efficiently, at the earliest stage and, if possible, without litigation. Robert deal regularly with the IRS and state taxing authorities in an effort to negotiate a resolution for our clients’ tax disputes and cases. At times, however, successfully resolving a tax controversy requires litigation in one of the four different federal courts having jurisdiction to resolve tax controversies: The United States Tax Court; The United States District Court; The United States Bankruptcy Court; and The United States Court of Claims. Robert has represented taxpayers in a variety of tax disputes in these federal courts and their state counterparts.