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About me

Practicing in the field of taxation and business for over 20 years.   Experience concentrated in small businesses, nonprofits, Trusts/Estates/Wills, complex personal tax matters.  Audit representation before both IRS and state taxing authorities.  Tax planning and reviews.


Incorporation services.  Corporate Revivors.  Trust/Will administration.    Assisting non-profits with incorporation and requests for tax exempt status with the IRS and California, review/assistance of proper governance. 


In addition to being a California licensed attorney, also licensed as an Enrolled Agent by the Dept of Treasury.  Enrolled Agents must demonstrate competency in the field of taxation and may represent clients before the IRS as well as all state taxing agencies.  To learn more about Enrolled Agents, visit www.naea.org or www.csea.org


 


 

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Practice areas

Licensed

  1. Tax: 25%
  2. Trusts: 20%
  3. Business: 10%
  4. Wills: 10%
  5. Other: 35%
  6. More 

Payment

Payment types:

Cash, Check

Attorney endorsements

2 total 

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  • Dustin James Wetton

    I endorse this lawyer.

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    Dustin Wetton Tax Attorney
    Relationship: Fellow lawyer in community

  • Christian K. Lassen II

    Top-notch attorney. Highly respected in the legal community.

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    Christian Lassen Personal injury Attorney
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Resume

License
StateStatusAcquiredUpdated
CAActive201005/24/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Associations
Association namePosition nameDuration
California State Barmember2009 - Present
California Society of Tax ConsultantsPresident - Temecula Chapter2004 - Present
NATPMember2004 - Present
Professional Women's RoundtableBoard Advisor, Expo Chairperson2003 - Present
National Assoc of Enrolled AgentsN/A2002 - Present
California Society of Enrolled AgentsBoard Member - Palomar Chapter2002 - Present
Education
School nameMajorDegreeGraduated
California Southern Law SchoolN/AJD - Juris Doctor2009