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Top 3 Tax Attorney in San Francisco - 2023
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Expertise.com - 2022

FAQs

Do you work with clients in my state or country?

Yes, our firm works with individuals and businesses across the United States and internationally. All consultations and meetings happen virtually or by phone. Whether your tax concern involves a domestic issue or foreign reporting compliance, we are equipped to evaluate your situation and provide the appropriate legal options, regardless of your location.

I trade and invest in cryptocurrency. How does this affect my taxes?

Cryptocurrency is a key focus area for our firm. According to IRS guidance, many crypto transactions—including trading one digital asset for another—are considered taxable events. We help clients understand their tax obligations and develop a comprehensive strategy to ensure full compliance with reporting requirements for their digital assets.

If I speak with your firm, is my information confidential?

Absolutely, and this is one of the primary reasons our clients hire a law firm for their tax and crypto matters. All consultations are protected by the strict rules of attorney-client privilege. This legal privilege ensures that our discussions and the information you share with us remain completely confidential. However, please note that an attorney-client relationship is not formed by simply sending information through our website.

My tax situation is complicated. What specific challenges can Kugelman Law help me overcome?

We specialize in resolving a wide range of complex tax issues that individuals and businesses face. Our team has deep expertise in navigating IRS audits, cryptocurrency taxation and compliance, foreign account reporting (FBAR & FATCA), collections, and unfiled returns. We provide clear, strategic guidance to help you navigate your unique tax matter.

What is Kugelman Law’s client-focused approach to handling tax matters?

Our approach is built on clarity, strategy, and personalized service. We believe in providing clear communication and building a tailored legal strategy for your specific circumstances. Our team is composed of diverse professionals with extensive tax and legal backgrounds, united by a commitment to helping you achieve the best possible outcome.

Client Reviews

Alex, Grace and Jon are the best crypto tax team you could hope for! They can tackle hugely complex, nightmarish tax cases with relative ease. They’re incredibly talented professionals who really know what they’re doing. I only wish I knew about Kugelman Law sooner!

Dave

Alex was more than helpful in helping me figure out some complicated cryptocurrency-related tax issues. Had detailed knowledge of where the IRS currently stands on crypto-related issues.

Alexander Dishes

Kugelman Law is outstanding! I highly recommend their services! The team members all work together in a professional, knowledgeable, caring, kind, and compassionate manner. Alex is an amazing attorney who approaches challenging tasks with patience, optimism and efficiency, and we are so grateful for...

Betsy Lance

Visit Us

Corte Madera Office
21 Tamal Vista Blvd
#202

Corte Madera, CA 94925

San Francisco Office *by appointment only
2 Embarcadero Center
8th FL

San Francisco, CA 94111

Irvine Office *by appointment only
300 Spectrum Center
Dr #400

Irvine, CA 92618

Contact Us Now

Fill out the contact form or call us at (415) 968-1780 to schedule your consultation.

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