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Steven Francis Schroeder

Steven Francis Schroeder

Practice areas:

Taxation, Estate Planning

About Me

Thank you for taking the time to learn more about our firm and the services we offer.


 


Mr. Schroeder is a California Bar Certified Tax Law Specialist a designation held by less than 150 Los Angeles and Orange County attorneys.  Mr. Schroeder operates a boutique firm that focuses on taxation and estate planning for individuals and small business owners. He is a member of the State Bar of California, American Bar Association, Orange County Bar Association, California Society of Enrolled Agents, National Association of Enrolled Agents, and the OCBA Tax and Estate Planning Committees.


 


 Services Offered:


 


Tax Representation before the IRS, Franchise Tax Board, Employment Development Department, and State Board of Equalizaiton.


 


Tax Return Preparaiton for Individuals, Businesses, Trusts and Estates.


 


Estate Planning, including the preparation of Trusts (revocable and irrevocable), Powers of Attorney, Advanced Health Care Directives, and Wills.


 


Probate and Trust Administration.


 


Follow us on Twitter @schroederesq

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Languages Spoken: English, Spanish

Photos and Videos

344014 1320183245

Practice Areas

Licensed since 1998

  1. Taxation: 60%
    18 years, 500 cases
  2. Estate Planning: 40%
    18 years, 600 cases

Payment

Fees:

Hourly ($95-350/hour), Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

18 total 

  • Marla Merhab Robinson

    I highly endorse this lawyer. Steve is my go-to attorney for my clients' tax issues. He is excellent in advocating on their behalf.

    More 

    Marla Robinson Business Attorney
    Relationship: Worked together on matter

  • Donald Erich Lowrey

    I endorse this lawyer. Mr. Schroeder's education and background are excellent. He has provided straight forward answers to the Avvo web site with well reasoned logic.

    More 

    Donald Lowrey Tax Attorney
    Relationship: Fellow lawyer in community

Contact Info

2107 N Broadway Ste 204
Santa Ana, CA, 92706

Resume

License
StateStatusAcquiredUpdated
CAActive199805/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Top Wealth Manager (Tax and Estate Planning Attorney)Orange Coast Magazine2011
Avvo Rating of ExcellentAVVO2011
Avvo rating of SuperbAVVO2011
Certified Specialist - Taxation LawState Bar of California2011
Top Wealth Manager (Tax and Estate Planning Attorney)Orange Coast Magazine2010
American Jurisprudence Award - Real PropertyBancroft-Whitney1995
American Jurisprudence Award - Constitutional LawBancroft-Whitney1995

Work Experience
TitleCompany NameDuration
PrincipalLaw Office of Steven F. Schroeder2000 - Present
PartnerLively & Associates1998 - 2000
Law ClerkSafeco Insurance Company1995 - 1998

Associations
Association NamePosition NameDuration
Orange County Bankruptcy ForumMember2010 - Present
BNI InternationalTreasurer2009 - 2010
California Department of Real EstateReal Estate Broker2006 - Present
Internal Revenue ServiceEnrolled Agent2002 - Present
Orange County Bar AssociationMember2000 - Present
California Secretary of StateNotary Public2000 - Present
American Bar Association, Taxation SectionMember2000 - Present
American Bar Association, Real Property, Trust and Estate Law SectionMember2000 - Present
American Bar AssociationMember2000 - Present
United States Tax CourtAdmitted to Practice1999 - Present
State Bar of CaliforniaMember1998 - Present
United States District Court for the Central District of CaliforniaAdmitted to Practice1998 - Present

Legal Cases
Case NameOutcome
Tax CourtDecission in favor of taxpayer.
Offer in Compromise - $136,000 owedIRS accepted offer in amount of $15,000.
Application for Changed Assessment - Real Property TaxesReal property tax accessment reduced to $3.3 million.

See all Legal Cases 

Publications
Publication NameTitleDate
Apartment News2010 Expiring Tax Provisions adn New Taxes for 20112010
Apartment NewsCost Segregation - Increasing Cash Flow for the Real Estate Owner2010
Apartment NewsThe Basics of Bankruptcy2009

Education
School NameMajorDegreeGraduated
Western State University College of LawLawJD - Juris Doctor1997
California St Univ Long BeachFinanceBS - Bachelor of Science1991

Speaking Engagements
Conference NameTitleDate
UCLA School of DentistryIncorporating a solo practice2011
Teamsters Local 572 - Shop Stewart MeetingEstate Planning2011
Money 101 "How to keep your money in your pocket"IRS Examinations2011
MLK HospitalTax Planning2011
AAOC Monthly MeetingBasics of Estate Planning2011
Teamsters Local 572 - Shop Stewart MeetingEstate Planning2010
AAOC Members MeetingTax Planning2010
Membership MeetingTax Planning for Seniors2009
NAIN National ConferenceTax Planning for Independent Contractors2005
NAIN National ConferenceIncorporating2004
NAIN Tax UpdateTax Update2003
NAIN Tax UpdateTax Update2002
NAIN Tax UpdateTax Update2001