Temecula & Murrieta Valley - Legal, Taxation, Business consultation, call . . . (951) 676-3443

Temecula Taxation and Estate Planning Attorney serving Murrieta CA,  Fallbrook CA,   SW Riverside County CA,  North San Diego County surrounding areas.   Also licensed as an Enrolled Agent by the Department of Treasury (www.naea.org or www.csea.org)

Primary areas of practice:

Taxation;  Living/Revocable Trusts, Wills and Estates;  Probate;  Business and Non-Profit organizations.    

• Representation and consultation in all tax matters:  audits and resolutions (Notices: IRS, FTB, BOE, EDD);  tax preparation;   tax planning.   Tax Liens and garnishments.   Complex business and personal taxation. 
• Penalties (IRS; California Franchise Tax Board; EDD; Board of Equalization).  
• Installment agreements.   Offers in Compromise.  
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• Business:  consultation; incorporations and formation;  bylaws; shareholder agreements; contracts.  All tax matters.  
• Business planning from both the legal and taxation perspectives.   Understanding your entity choices  -  the "why's",  "why nots"  and "implications".    Partnerships.   LLC's.     C-corporations.    S-corporations.    Sole Proprietorships.   
• Corporate dissolutions.  Compliance issues within California.  
• Suspensions.  Revivorship of California corporations, LLC's.
• Trust Fund (payroll) audits; responsible person assessments

• Non-Profits:  consultation,  incorporations,  formations,  IRS and FTB exemption requests;  nonprofit bylaws - creation and/or review; mission statements;  minutes;   tax matters.    

• IRS and State tax reporting returns.   

• Boards of Director consultations.

• California Attorney General reporting; compliance.      

• 501(c)3 (charitable), 501(c)* (business leagues, HOA's, etc) 

•  Wills, Trusts and Estate, Probate:  preparation and administration.  Taxation compliance issues (including tax returns).  Probate matters. Medical Directives.  Powers of Attorney.  Estate and Tax Planning. 
• Grantor/Living/Revocable Trusts. 
• Irrevocable Trusts. 
• ILITS.  QTIPS.    Charitable Trusts
• Wills                                                                                  
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Calls or emails returned during the regular business hours  of 10am - 4pm, Mon-Thurs.   Please allow up to 48hrs for response.    Emails not providing complete, verfiable contact information are disregarded as spam or phishing and deleted.

Our Temecula, California law office is committed to providing the highest level of client service. From its inception, we place an emphasis on providing legal services that make sense from the client's perspective.  Case load is intentionally limited for individualized attention in your personal matter.  From start to finish, you meet only with an attorney.

MEMBERSHIP and AFFILIATIONS:  California Bar Association;  Southwest Inn of Court;  SW Riverside County Bar; National Association of Enrolled Agents;  California Society of Enrolled Agents;  California Society of Tax Consultants;  Professional Women's Roundtable

Links:   www.calbar.ca.gov; www.naea.org; www.csea.org; www.pwronline.org; www.cseapalomar.org;

https://www.avvo.com/

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