Whether you are an individual or a business, Kugelman Law can assist you with all your tax needs.
We advise and represent individuals and companies in tax disputes with the Internal Revenue Service, California Franchise Tax Board, Board of Equalization, and other tax agencies. Kugelman Law attorneys in California also frequently assist clients with foreign account compliance, audits, appeals, U.S. Tax Court, and refund litigation.
We also recognize the large impact taxes and financial management can have on you and your family’s future, which is why Kugelman Law can also prepare a proper estate plan for you. Personal finances, taxes, and estate planning dovetail together so our goal is to provide our clients with complete and comprehensive representation that ensures their finances are properly safeguarded.Tax Help
The IRS is a fragmented bureaucracy enforcing confusing tax laws. Most taxpayers lack knowledge and experience required to resolve IRS issues. Kugelman Law leverages its experience and understanding to navigate the administrative process.
Taxpayers facing a tax audit are confronted with the first step in a stressful journey through examination, appeals and, possibly, litigation. Our experienced team of IRS and U.S. Tax Court attorneys guides clients through the administrative process for an efficient resolution.
Having worked “on the other side,” our California tax lawyers recognize how the IRS and other tax agencies operate. That invaluable inside knowledge allows our attorneys to provide authentic, legitimate, and reputable advice to our clients about their tax resolution issues.Cryptocurrency Accounting and Audits
The IRS considers cryptocurrency an existential threat to tax compliance and has prioritized audits of cryptocurrency income. This means that cryptocurrency audits are likely to increase in frequency over the next few years.
However, IRS guidance into cryptocurrency tax issues are limited. Combine that gray area with the emerging world of cryptocurrency that often has incomplete records and it creates a recipe for disaster for tax returns.
For missing records or accounting, our CPAs use proprietary, cutting edge software to recreate your crypto activity. The improved documentation helps resolve current questions, prepare for future ones, and has helped make Kugelman Law a standout firm in cryptocurrency cases.
NFT Accounting and Tax ComplianceSimilar to the early days of cryptocurrency entering the mainstream lexicon and popularity, the IRS has not released any formal guidance on the taxation of NFTs (non-fungible tokens). That’s why it’s important to speak with a tax advisor familiar with taxation and regulation of digital assets, such as a Kugelman Law tax attorney, to be proactive about compliance with IRS reporting requirements.
Learn the basics to NFT taxes and what should be reported on your tax return.
An estate plan is an investment in a family's future wealth and comfort. It ensures that loved ones inherit assets and property as intended. It avoids costly and unnecessary court costs and attorney fees. And it ensures your last wishes are observed.
Most people misunderstand estate planning as being a tool only necessary for the wealthy or for those individuals and families with complex assets. But a proper estate plan is crucial for everyone regardless of income level or family status.Probate Administration
Probate administration is a legal process that settles a person's legal and financial affairs after death. This process includes collecting property, paying off creditors, filing taxes, and distributing any remaining property to the deceased person's legal heirs or estate beneficiaries.
Fees for a probate administration are set by statute and based on the overall value of the estate. Fees for probate are payable to both the personal representative of the estate and the attorney representing the personal representative.Contact Us
If you partner with Kugelman Law, we will provide you with all the legal assistance you need to properly prepare for and handle any legal circumstance impacting your taxes and estate.
We are available to discuss your matter and establish the best strategy and approach to your case. We have offices conveniently located in Corte Madera, San Francisco, and Irvine, California.