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Lisa Nelson
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Lisa Nelson

also known as Lisa Barnett

Practice areas:

Tax, Tax Fraud & Tax Evasion

About Me

Lisa O. Nelson joined the Law Offices of A. Lavar Taylor in 2013. Mrs. Nelson began her legal career in private practice working for a boutique San Diego tax controversy law firm. She was instrumental in transitioning a solo practice firm to a full service law firm with seven attorneys. Since 2009, Mrs. Nelson has successfully represented individuals, corporations, officers, directors, shareholders, and partners before the Internal Revenue Service, Franchise Tax Board, Employment Development Department, and the State Board of Equalization.


 


Mrs. Nelson has advocated on behalf of her clients in civil tax litigation matters before the United States Tax Court and in United States District Court. Additionally, Mrs. Nelson served as the lead associate attorney on several criminal tax matters, including the defense of tax preparers and corporate officers. She has negotiated favorable settlements with the Internal Revenue Service, Franchise Tax Board, Board of Equalization, and Employment Development Department resulting in savings of over $1.4M in tax liabilities for her clients.


Mrs. Nelson's practice also focuses on handling tax audits, collection matters, international offshore voluntary disclosure programs, and administrative hearings with the IRS Office of Appeals.


 


Outside of her practice, Ms. Nelson also serves as Treasurer and executive board member for The Jarrett Meeker Foundation, a non-profit organization that raises funds and support for conservational and educational programs to benefit local disadvantaged children.

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Languages Spoken: English, Spanish

Practice Areas

Licensed since 2008

  1. Tax: 90%
    7 years
  2. Tax Fraud & Tax Evasion: 10%
    7 years

Payment

Fees:

Hourly ($325/hour)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

7 total 

  • Ronson Joseph Shamoun

    I endorse this lawyer. Lisa was my first full-time associate who helped with transitioning my law firm from a solo practice to a full service law firm. She worked with me for over four years and I experienced her honesty and integrity firsthand. She handled hundreds of cases while simultaneously managing the day-to-day operations of our firm, and was instrumental to the growth and success of my law firm. She is professional, knowledgeable, and a skilled negotiator. I highly recommend her services.

    More 

    Ronson Shamoun Tax Attorney
    Relationship: Worked together on matter

  • Samuel D Brotman

    Lisa is one of the best tax attorneys that I have ever worked with. She has a passion and natural exuberance that is unmatched by anyone in our profession. Lisa is extremely diligent when it comes to tax matters and always goes the extra mile for her clients. I would strongly recommend Lisa for any tax matter. She is an absolute pleasure to work with.

    More 

    Samuel Brotman Tax Attorney
    Relationship: Worked together on matter

Contact Info

3 Hutton Centre Drive
Suite 500
Santa Ana, CA, 92707

Resume

License
StateStatusAcquiredUpdated
CAActive200811/14/2012

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Work Experience
TitleCompany NameDuration
Associate AttorneyLaw Offices of A. Lavar Taylor2013 - Present
Senior Associate AttorneyRJS Law2009 - 2013

Associations
Association NamePosition NameDuration
Orange County Bar Association, Tax Law SectionTreasurer/Secretary2015 - 2015
California State Bar Income Tax & OtherEducational Chair2014 - Present
American Bar Association, Taxation SectionMember2013 - Present
Orange County Bar AssociationMember2012 - Present
Jarrett Meeker FoundationTreasurer2009 - Present
San Diego Bar AssociationMember2008 - Present

Legal Cases
Case NameOutcome
Form 8300 auditNo penalties for failure to file Form 8300
Audit ReconsiderationEntire deduction allowed and tax bill reduced to zero
Offers in CompromiseIn 2012, the total offers that have been accepted add to a combined total of $16,000 for total liabilities of $253,956.63

See all Legal Cases 

Publications
Publication NameTitleDate
State Bar of California: Sacramento DelegationDiscretionary Disallowance of Compensation Paid Workers: The Need for Guidance under R&T Code Sections 17299.8 and 244472014
California Network NewsletterTime’s a Ticking: IRS Voluntary Classification Settlement Program (VSCP)2013

Education
School NameMajorDegreeGraduated
University of San Diego School of LawN/ALLM in Taxation2008
University of San DiegoLawJD - Juris Doctor2008
Chapman UniversityEnglishBA - Bachelor of Arts2005

Speaking Engagements
Conference NameTitleDate
Payroll Taxes... Can you Recover from the Trust FundPayroll Taxes2015
Annual Income Tax SeminarIncome Tax Annual Update2015
Sacramento DelegationDiscretionary Disallowance of Compensation Paid Workers: The Need for Guidance under R&T Code Sections 17299.8 and 244472014
Orange County Bar Association Real Estate SectionThe Impact of Divorce, Death & Taxes on Real Estate Holdings & Transactions2014
DC DelegationProposal to Expand the Scope and Definition for "Person" to Allow for Third Parties in Alter Ego and Nominee Cases2014
Continuing Education Presentation for Considine & ConsidineTax Topics: Payroll Tax, Criminal Tax, Collection2012
CLE Panelist 2012IRS Fresh Start Program2012