Samuel D Brotman

Samuel D Brotman

4.3
Rating: 9.9

Licensed for 15 years

Tax Lawyer at San Diego, CA
Practice Areas: Tax

402 W Broadway, Suite 2900, San Diego, CA

About Samuel

Biography

Practice Areas

1

Practice Area

Tax 100%

15 years

100%

Fees and Rates

Cost

Hourly Rates

$ 425-425 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 15 years

State: California

Acquired: 2010

Active

No misconduct found

Location

Brotman Law

402 W Broadway, Suite 2900, San Diego, CA, 92101

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Samuel D Brotman's Reviews

Avvo Review Score

4.3 /5.0

6 Client Reviews

5 star (5)
4 star (0)
3 star (0)
2 star (0)
1 star (1)

Posted by Johnnie | May 27, 2022 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

VETERAN AND OLD WOMAN SEEKING HELP

HIS OFFICE IS A SCAM AND VERY INSULTING...HIS BROCHURE IS A COME ON TO GET BUSINESS...AND YOUR CONSULTATION IS A CLERK.

Posted by anonymous | December 14, 2017 | Hired Attorney

This review is from a person who hired this attorney.

One of the best!

I was having problems with a tax filing I did two years ago and it has been hounding me ever since. Sam Brotman and his team brought me back my sanity! He is an excellent communicator and made sure I understood what he was doing every step of the way. He made sure I was not lost. This man really has... the dedication as a member of the legal profession. I admire his candor and honesty. Thank you, Sam. I owe you big time.

Posted by John | February 26, 2015

ALL of my IRS tax problems are GONE!

Thanks to Sam I now have a ZERO BALANCE DUE! The IRS was demanding I pay over $65,000 in back taxes or face a possible sale of my home. During this four year torment by the IRS my bank accounts were drained, accounts were in levy status, income was siezed and all of my assets were at risk of being... siezed at anytime. It's an awful empty feeling of helplessness nobody should ever experience. After three and a half years of fighting the IRS on my own (NEVER CHALLENGE THE IRS ON YOUR OWN) and getting absolutely nowhere it was time to turn things over to Sam. Sam took the time to carefully listen to my situation and immediately started to build a defense against the IRS. Within two weeks Sam PUT A STOP TO ALL COLLECTION ACTIVITY! Within two weeks, not months or years... weeks. Sam and his team refused screw around with letters or phone calls that for years on my own I was getting nowhere. Instead they got me directly into IRS Appeals Court, again in weeks time! After Sam and his team of lawyers made their demands to the Appeals Court it was a three month waiting game. During this period Sam made sure I was updated weekly on progress and kept my mind at ease,answered all of my tedious questions and calls. LIBERATION!! A few weeks ago Sam called me, caught my voicemail and said "John I have great news". When I heard the message my stomach was literally turning. I finally built up the courage and called Sam back and the words I heard were just unbelievable and took my breath away: "Hey John, you now have a ZERO BALANCE with the IRS". I literally went from owing $67,000.00 to a zero balance. At that moment I told Sam I gotta call you back, hung up and broke down in tears right there on the sidewalk outside of my home. The feeling of freedom from that damn tax burden was overwhelming and now it's gone. It has strangely been a wonderful challenge to get used to, I'm sure some of you can relate. That was two weeks ago and I still can't wrap my head around the amazing job he did. After four years of hell from the IRS it is been wonderfully hard to adjust back to a normal lifestyle and conduct business again. I owe it all to Sam and Brotman Law firm. Thank you. Thank you for doing what nobody else could or would. So if this testimonial sounds like it's all about me and my story, welI guess it is, because that's what Sam does, he makes it all about you and getting your tax problems SOLVED. Sam makes me feel like I matter and deserve more in life and I'm worth the fight. That's is a darn rare trait for any attorney of his stature, I know... Ive talked to many. Go ahead and call me if you need to be encouraged to never give up the IRS fight. And maybe I will tell you all about an awesome attorney named Sam who I can honestly say is my hero. I don't care if that sounds cheesy but it is damn well true. Mr. Sam Brotman, hats off to you and thank you for giving me my life back.

Posted by anonymous | November 6, 2013

A calming presence

I've employed Mr. Brotman as my business and tax attorney since friends suggested I ask for his help with my initial incorporation in 2009. Thanks to his involvement, I never have to worry about filing deadlines or completion of paperwork. His email reminders and simple instructions have enabled me ...to provide him with the information he needs to consistently attend to my tax matters with confidence. It was not until a few months ago, however, that he really proved his worth. I had returned from an extended holiday to learn that the IRS had placed a $5000 levy on my account. When I spoke with Sam he calmly assured me that it would all be ok. By that afternoon, he had the funds released in my account! I couldn't run my business without knowing he's in my corner.

Posted by Jennifer | November 4, 2013

Fast, excellent, and reasonably priced tax matter resolution in San Diego

Sam lifted the stress of dealing with the IRS right off of the shoulders of my husband and me. He is very knowledgeable, but not afraid to let us know when he has to research a matter and get back to us. Sam is young, but already showing the San Diego tax law community that he is the careful lawyer... clients want. He always gets back to us quickly, and when things dragged on with the IRS, Sam always kept us apprised of his progress. He seeks quick results, and lets us know what is reasonable to expect. Sam manages our time and his time very well. We respect Sam and his opinion about when to make an issue with the IRS, and which situations are simply worth letting go. Best, Sam does what he does at a very reasonable rate. He keeps his overhead low and his good will high. I do not feel like we paid for anything other than excellent tax advice and a speedy resolution to our IRS challenges. Sam is wrapping up a final issue for us now, but we would not hesitate to return to Sam any time we have a tax matter.

See All Client Reviews

Samuel D Brotman's Lawyer Endorsements

Endorse Samuel
Brad C. Paladini headshot
Brad Paladini

Tax lawyer | May 17

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Kelly Jane Swenseth headshot
Kelly Swenseth

Tax lawyer | Oct 31

Relationship: Fellow lawyer in community

"Sam and his team are extremely knowledgeable about state and federal tax controversy and are one of our go-to firms when our small business clients have disputes with the IRS."

Michael Jonathan Leonard headshot
Michael Leonard

Tax lawyer | Oct 14

Relationship: Fellow lawyer in community

"Sam is a highly experienced tax attorney who is passionate about his work. He ensures clients meet their personal and financial goals and aims to provide the most efficient results. Sam is dedicated to his work and achieving the best for his clients. I often refer clients to Sam because he works for the results his clients need."

Thomas K Stone headshot
Thomas Stone

Business lawyer | Apr 29

Relationship: Other

"I endorse this lawyer."

Christine Lim Matus headshot
Christine Matus

Tax lawyer | Dec 16

Relationship: Fellow lawyer in community

"I endorse this lawyer. Mr. Brotman is a very experienced attorney who advocates strongly for their clients. Highly recommended."

Chandara Diep headshot
Chandara Diep

Tax lawyer | Nov 24

Relationship: Fellow lawyer in community

"I've had the pleasure of working alongside Sam for many years and he is a great attorney. He's professional and gets the job done."

Jennifer Hedges Ballantyne headshot
Jennifer Ballantyne

Tax lawyer | Nov 24

Relationship: Other

"I am in the unique position of having been represented by Brotman Law and worked as a colleague of Sam's. He has the gift of persuasion and never taking no for an answer in representing clients. Sam's efforts on behalf of the client are creative and energetic. He understands people, which leads to his success in relating to the tax authorities and his clients. Sam does the right thing and inspires others to do the same."

Quinn A Disparte headshot
Quinn Disparte

Tax lawyer | Nov 19

Relationship: Fellow lawyer in community

"I endorse this lawyer. Sam is an outstanding tax and business attorney and truly cares about his clients. He will go the extra mile in customer service and is very creative in his strategies to get the best result."

Hassan Mehran Sadeghi headshot
Hassan Sadeghi

Tax lawyer | Nov 18

Relationship: Worked together on matter

"Sam is a thoughtful and caring tax law practitioner. He is able to dissect complex tax issues and provide business-minded solutions for his clients. He is well-versed in IRS & CA tax issues, criminal tax matters, and tax planning for businesses. I wholeheartedly endorse Sam and look forward to working with him again!"

Lynn St. Louis headshot
Lynn St. Louis

Tax lawyer | Nov 18

Relationship: Worked together on matter

"On very short notice Sam stepped up and assisted a client with an extremely time sensitive tax matter, expertly resolving it in the client's favor. Sam is professional, responsive, and I would not hesitate to refer to him."

Kristopher Lewis Williams headshot
Kristopher Williams

Tax lawyer | Nov 18

Relationship: Fellow lawyer in community

"Sam is a great tax-controversy attorney. Anyone in trouble with the IRS or The Franchise Tax Board (California's version of the IRS) should make calling Sam their next move so he can stand up for you!"

Lisa Nelson headshot
Lisa Nelson

Tax lawyer | Nov 18

Relationship: Worked together on matter

"I endorse this lawyer. Sam and I worked together for many years on various matters. He cares for his clients and loves this area of tax law. He is an excellent writer and is extremely persuasive."

Jonathan Thomas Amitrano headshot
Jonathan Amitrano

Tax lawyer | Nov 17

Relationship: Worked together on matter

"Sam and I have had the opportunity to work together on a variety of tax matters. Sam is an excellent attorney who I would highly recommend to anyone looking for legal representation."

Elizabeth Anne Tresp headshot
Elizabeth Tresp

Unknown lawyer | Jan 12

Relationship: Fellow lawyer in community

"I endorse this lawyer. Sam practices with passion for his work and demonstrates an innovative approach that sets him apart."

Venar Raad Ayar headshot
Venar Ayar

Tax lawyer | Nov 12

Relationship: Co-worker

"Samuel is an incredibly bright, and talented tax attorney. He and I worked together at the same firm for some time, and I had the privilege of working with him on several business and tax matters. He was very prompt, professional, and thorough in all the matters we worked together on."

Alexandra Eaker Peréz headshot
Alexandra Peréz

Real estate lawyer | Nov 11

Relationship: Fellow lawyer in community

"Where there is a will there is usually a way. Sam is creative, hard working and an asset to the legal community."

Irina Nicole Goldberg headshot
Irina Goldberg

Tax lawyer | Nov 08

Relationship: Worked together on matter

"I had the pleasure of working with Sam for several years on several matters and would highly recommend him to anyone. Sam is an excellent tax attorney who cares deeply about his clients."

Matthew Brent Golper headshot
Matthew Golper

Tax lawyer | Nov 07

Relationship: Fellow lawyer in community

"Mr. Brotman is an exceptional attorney. Without hesitation, I refer any criminal/civil tax issues I come across to Mr. Brotman as I know that he will provide my referral with superior representation."

Elizabeth Jo McShan headshot
Elizabeth McShan

Business lawyer | Nov 07

Relationship: Friend

"I endorse this lawyer. He is competent and truly cares about his work and what is best for his client. I would recommend him."

View All Endorsements
Lynn St. Louis headshot
Lynn St. Louis

Elder law lawyer

Jennifer Hedges Ballantyne headshot
Jennifer Ballantyne

Elder law lawyer

Melissa Erin Amitrano headshot
Melissa Amitrano

Workers compensation lawyer

Scott N. Salmu headshot
Scott Salmu

Criminal defense lawyer

Ashley Brooke Rentz headshot
Ashley Rentz

Tax lawyer

Matthew Brent Golper headshot
Matthew Golper

Employment and labor lawyer

Lisa Nelson headshot
Lisa Nelson

Tax lawyer

Venar Raad Ayar headshot
Venar Ayar

Tax lawyer

Elizabeth Jo McShan headshot
Elizabeth McShan

Estate planning lawyer

Experience

Rating:  9.9 (Superb)

Honors

2018

Rising Star, Super Lawyers

2017

Rising Star, Super Lawyers

2016

Rising Star, SuperLawyers

2016

Best of the Bar, San Diego Business Journal

2012

Alumni Spirit Award, National Association of Wabash Men

2012

The Robert Mitchum Award, National Association of Wabash Men

2010

Honorable Mention - Best Written Brief, Vis International Moot Court

2005

The Richard O. Wright Prize, Wabash College

Work Experience

2013 - Present

Attorney, Brotman Law

2009 - 2013

Attorney (previously law clerk), RJS Law

2008 - 2008

Law Clerk, Bainbridge Management Consulting & Capital Advisory

2005 - 2007

Legal Assistant, Covington & Burling

Associations

2015 - Present

Provisors

Member

2014 - Present

California Society of Certified Public Accountants

Member

2013 - Present

Better Business Bureau

Member

2010 - Present

San Diego County Bar Association, Taxation Law Section

Member

2010 - Present

American Bar Association

Member

2010 - Present

University of San Diego Alumni Association

Member

2010 - Present

State Bar of California, Taxation Section, Young Tax Lawyers Committee

Member

2010 - Present

California Young Lawyers Association

Member

2010 - Present

State Bar of California, Business Law Section

Member

2005 - Present

National Association of Wabash Men

Member

Sample of Legal Cases

United States v. Camilo

Favorable plea agreement reached for client

Sales Tax Audit

Saved client nearly six million dollars in taxable measure

IRS Installment Agreement

Successfully reached resolution with the IRS for a $600,000+ liability

Corporate Client

Set up a multi-jurisdictional tax compliance plan encompassing sales tax obligations for fifteen locations across four states

Non Profit Client

Authored and instituted a major restructuring of their business dealings in order to remain compliant with federal tax law; prevented nonprofit from being shut down by the state of California

Corporate Client

Assisted corporation in the asset purchase of a major San Diego restaurant

IRS Audit

Earned client a $250,000 net operating loss along with no changes for all three years

Corporate Client

Successfully won a major settlement for my client

Corporate Client

Lead attorney on a stock buyout for a major medical practice

IRS Appeal

Settled with the IRS for less than 1% of balance owed

Corporate Client

Worked with San Diego Mayor's Office to negotiate resolution with the community

Corporate Client

Saved client millions of dollars off of their debt obligation

See More Legal Cases

Education

2014

San Diego State University

Masters of Business Administration

2011

University of San Diego School of Law

LL.M - Master of Laws

2010

University of San Diego School of Law

JD - Juris Doctor

2005

Wabash College

BA - Bachelor of Arts

Speaking Engagements

2016

Small Business Leader Radio Section 179 Deductions

2015

Annual Tax Meeting

IRS Audits and Small Business

2014

Chaldean Chamber of Commerce IRS Audits and Tax Compliance

2014

California Western Solo Practice Forum Virtual Legal Practice

2013

San Diego State University - Graduate School of Business

A Case Analysis of Whole Foods Market, Inc.

2013

San Diego State University - Graduate School of Business

Pricing Strategies in Business

2012

San Diego State University - Graduate School of Business

The Legality of Marketing Online Card Games

2012

San Diego State University - Graduate School of Business

Important Legal Cases in Corporate Governance

2012

San Diego State University - Graduate School of Business

Credit Rating Agencies and the Impact of the Dodd Frank Act

2011

University of San Diego - Graduate School of Business

The Rules of Evidence for Accountants

Publications

2014

Yahoo Finance Your Taxes and The Affordable Care Act

Languages

English

Activity

Avvo Rating

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