Lisa O. Nelson joined the Law Offices of A. Lavar Taylor in 2013. Mrs. Nelson was recently added as the Firm's first partner in 2015. 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.
Languages spoken: English, Spanish
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Are you an attorney? Endorse this lawyer
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.
Ronson Shamoun Tax Attorney
Relationship: Worked together on matter
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.
Samuel Brotman Tax Attorney
Relationship: Worked together on matter
|Award name||Grantor||Date granted|
|2015 Top Attorneys List||Orange County Coast Magazine||2015|
|Partner||The Law Offices of A. Lavar Taylor LLP||2015 - Present|
|Associate Attorney||Law Offices of A. Lavar Taylor||2013 - Present|
|Senior Associate Attorney||RJS Law||2009 - 2013|
|Association name||Position name||Duration|
|Orange County Bar Association, Tax Law Section||Treasurer/Secretary||2015 - 2015|
|California State Bar Income Tax & Other||Educational Chair||2014 - Present|
|American Bar Association, Taxation Section||Member||2013 - Present|
|Orange County Bar Association||Member||2012 - Present|
|Jarrett Meeker Foundation||Treasurer||2009 - Present|
|San Diego Bar Association||Member||2008 - Present|
|Form 8300 audit||No penalties for failure to file Form 8300|
|Audit Reconsideration||Entire deduction allowed and tax bill reduced to zero|
|Offers in Compromise||In 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|
|State Bar of California: Sacramento Delegation||Discretionary Disallowance of Compensation Paid Workers: The Need for Guidance under R&T Code Sections 17299.8 and 24447||2014|
|California Network Newsletter||Time’s a Ticking: IRS Voluntary Classification Settlement Program (VSCP)||2013|
|University of San Diego School of Law||N/A||LL.M - Master of Laws||2008|
|University of San Diego School of Law||Law||JD - Juris Doctor||2008|
|Chapman University School of Law||English||BA - Bachelor of Arts||2005|
|Payroll Taxes... Can you Recover from the Trust Fund||Payroll Taxes||2015|
|Annual Income Tax Seminar||Income Tax Annual Update||2015|
|Sacramento Delegation||Discretionary Disallowance of Compensation Paid Workers: The Need for Guidance under R&T Code Sections 17299.8 and 24447||2014|
|Orange County Bar Association Real Estate Section||The Impact of Divorce, Death & Taxes on Real Estate Holdings & Transactions||2014|
|DC Delegation||Proposal to Expand the Scope and Definition for "Person" to Allow for Third Parties in Alter Ego and Nominee Cases||2014|
|Continuing Education Presentation for Considine & Considine||Tax Topics: Payroll Tax, Criminal Tax, Collection||2012|
|CLE Panelist 2012||IRS Fresh Start Program||2012|