Justia Lawyer Rating
Federal Bar Association
Google Reviews
Expertise - Best Tax Attorneys in San Francisco 2022
Super Lawyers Rising Stars
Top 3 Tax Attorney In San Francisco

About Us

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies. We are comprised of veteran lawyers with years of IRS and U.S. Tax Court experience resolving tax disputes.

Kugelman Law’s mission is to effectively and efficiently resolve each client’s tax issue - no matter the size or complexity. To that end, the firm has developed working relationships with experienced outside accountants, CPAs, and bookkeepers to complete the holistic representation.

Being synonymous with tax expertise in California is important to everyone at our firm. But we also pride ourselves on our exceptional service to our clients that continue to uphold our values of being approachable, accessible, ethical, honest, fair, and authentic with each and every client we serve.

Alex Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Our Team

Alexander Kugelman and his team’s approach to cryptocurrency issues have solidified Kugelman Law as an industry leader in the niche area of crypto taxes. Alex frequently appears on crypto-themed podcasts and video interviews to discuss the nuances of the intersection between cryptocurrency and the IRS.

Alexander J. Johnson handles estate law, tax, crypto, and business law cases for clients that can impact their everyday lives. As a former intelligence officer in the Marine Corps, he is accustomed to researching a complicated subject matter, determining how it is applicable to the objective and presenting it in a way that is straightforward and easy to understand.

Grace Taylor is the firm’s lead return preparer. She is an Enrolled Agent with 10 years of Big Four accounting experience. Many compliance issues require filing or amending tax returns. She excels at advising individual US taxpayers with domestic and international reporting. 

Christopher Wajda is a former Assistant Special Agent in Charge (ASAC) of the Washington D.C. field office as part of the IRS Criminal Investigation Division where he led and guided some of the most significant white-collar criminal investigations in the nation. 

Chris is currently the Managing Director of Black Raven Advisory Group LLC, a private security investigative company, which partners with Kugelman Law on matters involving criminal and civil financial investigations.

He has over 34 years of experience specializing in forensic financial investigations and complex criminal and civil financial investigations. Chris' expertise extends to criminal and civil white-collar defenses when individuals and/or entities are accused of financial wrongdoings.

As a former IRS Revenue Agent, Chris applies his immense IRS insider experience and procedural knowledge to leverage the process in our clients' favor.

As the firm's Client Intake Coordinator, Scott McDonald assists the company's attorneys and other licensed professionals with managing the entire lifecycle of a case, as well as serving as the dedicated intake and onboarding specialist handling all potential and current client inquiries.

Finally, Jon Stead, CPA, is the firm’s lead financial and cryptocurrency accountant. Cryptocurrency and blockchain technology present a unique challenge for U.S. taxpayers. Cryptocurrency records are often incomplete, and most trade on a variety of platforms that have their own unique documentation standards. This makes accounting for and reporting cryptocurrency gains and losses extremely difficult.

As a solution, Jon pioneered his own proprietary software to solve complex accounting problems. He works with individuals and businesses to reconstruct incomplete and missing financial records.

As a whole, the Kugelman Law team provides excellent service with a personal touch. The goal is to guide each client to the most effective and efficient resolution possible.

Client Reviews
Alexander helped me break down my tax situation and used his expertise to figure out the next actionable steps, make sure that all the bases were covered (that I wasn't aware even existed), and confirm that things were done correctly. If you are confused and stuck in a difficult tax situation, Alexander will guide you forward and help you confidently resolve the issue. Henry Wang
If you are having tax trouble, Alexander is the one to help you. He was very professional, personable, and easy to reach. His explanation of the entire process is helpful for easing the stress that is associated with tax trouble. We never felt intimidated or out of the loop while working with him. The process was handled to our liking and we are satisfied with the results. Even the after care has been phenomenal! Tony W.
If anyone out there is in need of stellar legal tax assistance, look no further and contact Alexander Kugelman. He helped me tremendously with my tax situation and is always there to help when needed. If I can give Alexander more stars, I would because 5 stars is not enough! Thank you for everything, Alex!!! Flo Lauzon
Alexander has been a life saver! I got dragged into some serious IRS issues with a complicated foreign assignment component, which included divorce. Alexander has been working with me to resolve directly with the IRS. Alexander is detail oriented, responsive and I trust him to guide me. I will be using Alexander for all tax related matters from now on! He is stuck with me forever. Eve T.
Alexander helped me understand the IRS audit process and prepared my response. There were certain records that I had lost, but he suggested alternatives that the IRS accepted. Even better, he showed up at the audit for me and I never actually had to talk with the IRS. I didn't have to pay any penalties. I'd definitely recommend hiring Alexander to deal with an IRS issue. L.R.