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David Warren Klasing

Tax Attorney at Irvine, CA

5.0   12 reviews
Virtual consultation available
Virtual consultation available
  • Licensed for 15 years
    State CA
    Acquired 2008
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About David

Learn David’s areas of practice.

5
Practice areas
  1. Tax
    65%
    18 years of public accounting experience with specialized expertise in tax accounting, tax compliance, audit support and the preparation of corporate, partnership, individual and non-profit tax returns and resolving tax controversies surrounding such filings.

    31 years, 10,932 cases

  2. Tax fraud and tax evasion
    20%
    I represent taxpayers that have been accused of or have commited tax fraud or tax evasion.

    16 years, 87 cases

  3. Business
    5%
    I assist clients in selecting the correct business entity to operate out of to minimize taxes and to have limited liability in order to put a firewall between their business assets and their personal assets. I draft contracts and advise on and draft documents surrounding business transactions.

    16 years, 26 cases

  4. Estate planning
    5%
    My master’s degree in taxation was specialized in estate and gift taxation. I have prepared several 706's, 709's, 1041 and final 1040's. My legal education includes classes in estates, trusts and California community property.

    31 years, 57 cases

  5. Wills and living wills
    5%
    My legal education included a class on California Wills and living trusts. I litigated to have a trustee removed.

    16 years, 18 cases

ATTORNEY AND CERTIFIED PUBLIC ACCOUNTANT WITH MASTERS DEGREE IN TAXATION - 25+ YEARS OF EXPERIENCE.

My personal interests include Politics, Religion, Health, Technology, Sports Cars, Wine and Fine Dinning.   Extreme big wave surfing, Level 3.5 Tennis Player, Skiing and Boating.

Photos and videos

Why should I hire a tax attorney to represent me in a tax audit?
Why should I hire an Attorney rather than any other type of tax professional in an audit.
IRS Appeals
Basics of Federal Tax Litigation
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Location

Tax Law Office Of David W. Klasing
Tax Law Office Of David W. Klasing
Satellite Office
10940 Wilshire Blvd Suite 1600
Los Angeles, CA, 90024
The Tax Law Offices of David W. Klasing
Satellite office
473 E. Carnegie Drive
San Bernardino, CA, 92408
The Tax Law Offices of David W. Klasing
Satelite Office
7 W. Figueroa Street
Santa Barbara, CA, 93101
The Tax Law Offices of David W. Klasing
Satellite Office
14500 Roscoe Blvd, 4th Floor
Panorama City, CA, 91402
The Tax Law Offices of David W. Klasing
Satelite Office
1000 Town Center Dr. Ste. 300
Oxnard, CA, 93036
The Tax Law Offices of David W. Klasing
Satellite Office
2033 Gateway Pl 5th Floor
San Jose, CA, 95110
The Tax Law Offices of David W. Klasing
Satellite Office
1390 Market Street, Suite 200
San Francisco, CA, 94102
The Tax Law Offices of David W. Klasing
Satellite Office
505 14th Street, Suite 900
Oakland, CA, 94612
The Tax Law Offices of David W. Klasing
Satellite Office
501 W Broadway, Suite 800
San Diego, CA, 92101
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Reviews

5.0 / 5.0
  12 customer reviews
5 Star
 
100%
4 Star
 
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3 Star
 
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2 Star
 
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Posted by Ed | January 22, 2024
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Fast, easy, straight forward
After consulting various financial advisors and CPAs who all responded with "I don't know" or "I cant help you" to my questions, working with David was a breath of fresh air. He had the answers I needed and steered me in the right direction with confidence and expertise. Highly recommend his services for anyone seeking clear and knowledgeable tax guidance.
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Posted by Anthony B. | January 18, 2024
This review is from a person who hired this attorney.
| Hired Attorney
Beyond satisfied recipient of professional tax representation
this team is amazing! I had issues with the California Covid care act that messed up three years of my taxes. Mistakes were IRS and mine. The law firm represented me in IRS hearings, and throughout the entire process. Working with them could not have been easier. I have never had much luck, dealing with complicated tax issues, and with this firm, I felt peace of mind and much less stress, knowing that I was in good hands. Beyond satisfied recipient of professional tax representation, Anthony Bradley
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Posted by Tim | February 27, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Team!
I recently received a letter from California Department of Tax and Fee Administration (CDTFA). I bought a bike from a retailer that did not charge sales tax. The Department of Agriculture reported the shipment to the CDTFA. I had no idea that as a resident of California that I had to pay use tax. I came across David's website in an internet search. I talked with him the next day. He explained to me that he could work with the auditors to get a fair settlement for payment of the use tax that I owed. His team was able to settle for three years of use tax with no penalties or interest. His team gave me confidence which helped ease the anxiety I got when I received the letter from the CDTFA. His fees are very reasonable and more importantly David and and his team are very helpful and work quickly to get the job done. Thanks to David, Ann, Daphne and Veronica. You are all very kind, thoughtful, and helpful!
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Posted by anonymous | November 2, 2017
This review is from a person who hired this attorney.
| Hired Attorney
The best tax attorney
David Klasing and his team of professionals assisted us with our tax situation. We googled tax attorneys, checked the Better Business Bureau and AVVO and his reviews were excellent . When I spoke with him, he had a calming effect even while I was freaking out. I knew then he was the tax attorney for us! His team took over our stressful situation and worked diligently phenomenal communication. I would recommend David and his staff to anyone seeking a professional tax team!
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Posted by Michael | February 14, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Consultation on FTB Innocent Spouse Case
David was kind enough to consult with me on a FTB appeals matter. I appreciated his direct and honest advice about my most logical plan of action. He was incredibly knowledgeable and helped me make some important decisions.
Posted by Melissa | March 2, 2016
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Consultation for appeal of an EDD audit
David gave me honest feedback, and helpful direction regarding an appeal of an EDD audit. He understood the level of challenge related to my case, as well it's importance to me, and responded in a professional caring manner.
Posted by Michael | February 8, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Tax Collection
As a both an experienced CPA and tax attorney, David offers the few points of both which is very valuable and necessary. Would recommend to talk to him for tax problems your client may have especially if there is any possibility of criminal charges due to unfilled tax returns.
Posted by OCRealtor | May 7, 2012
IRS Audit
My husband and I are real estate agents and were under audit for 2006 & 2007 in an “egg shell audit” against our preparer. When we first met with our preparer he presented us brochures touting that he could reduce any client’s tax liability by at least 40%, had lines out the door and came highly recommended. He advised us that his strategy was completely legal. He created 1 California S Corp and 4 Nevada C Corps. He had us use a different fiscal year end for each C Corp, staggered with year ends of 3/15, 6/15, 9/15 & 12/31. He advised us to stagger income out from the CA S Corp to the NV C Corps as management fees. He also advised us to place our yacht into one of the NV C Corps and illegally deduct it as business expenses. An E.A. advised us to stonewall the IRS. This resulted in the IRS taxing all income in the audited CA S Corp while disallowing all expenses which had the IRS attempting to assess $250K. They started to expand the audit to the NV Corps, which would have greatly expanded our own criminal tax exposure for acting on the horrible advice we were given. We hired David just as the assessment was about to be finalized and thus legally collectible. David informed us that the strategy illegally reduced our taxes by ignoring the controlled group election rules for the corps. It illegally ignored CA income taxes of the 4 NV C Corps and the management fees were sham transactions. David filed an appeal and the through the appeals process negotiated audit reconsideration for us. He negotiated our own criminal tax exposure away through total and absolute cooperation with the IRS and by amending all subsequent years’ returns that had followed the same “scheme”. The IRS used the information gained during our new audit to build a criminal case against our preparer who is currently being charged with aiding and abetting income tax evasion. We are very grateful to David. We highly recommend David Klasing and believe he is a superb Tax Attorney.
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Posted by anonymous | March 6, 2012
Tax Issues Resolved
I own a multi-million dollar business and I came to Dave with an accounting nightmare; poor records, disorganized books and tax liabilities into the 100’s of thousands of dollars going back several years. My situation could have gotten very ugly without proper professional help. Dave and his team went to work untangling my books and cleaning up my accounting, including the production and filing of amended returns. Dave placed himself between me and the IRS for the entire process; I never had to directly deal with the IRS or any other agency. As can be imagined, this was a nerve racking experience and Dave’s confident, reassuring nature helped me tremendously in getting through it. I’m very satisfied with the quality of service I received from Dave and his team and I recommend them without reservation.
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Posted by anonymous | February 15, 2012
Great Tax Specialist
I highly recommend David for his services. I still do not know how he managed to handle the "mess" I presented him with, but he did it very successfully. I was being audited by the IRS, for the first time, and the stress level was high. I had never dealt with that before and I am definitely not an accounting guy. The original tax estimate that I had to pay was roughly 70K with no penalties. In this economy and with a non-working wife and a baby I was freaking out. David and Anne spend a lot of time gathering all the documents and properly reviewing for the audit. It did take us 2 month to collect everything but we were able to present a good case. I was actually interviewed by the IRS myself with David present. It took exactly 3 months from start to finish to get the final verdict which was outstanding. David managed to get me a refund one of the years and pay only 10K for the other year in question. Overall my net liability was 3K, signed and sealed. My wife and I could not be happier and that's why we are staying with David from now on as out accountant and tax specialist. Thank you Dave and Anne!
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Posted by anonymous | July 9, 2011
The right attorney for the job.....
I came to Dave and his associates with a complex issue regarding a non-profit. Others may have looked at it as hopeless. They recognized our service to the community, and committed to help us resolve our tax problem. I found Dave and his associates to be knowledgeable, kind and hardworking people that know tax law inside and out. They were very sensitive to our request to find a solution so that we could continue to help the community. With their assistance, we were able to immediately open the channels of communication and start on the path to resolution of the tax issue. I am immensely grateful for thier help.
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Posted by Krisztian Romvari | June 1, 2011
Top Notch Tax Attorney
After getting an audit notice from the IRS I googled tax attorneys and found David. I called him and he immediately impressed me with his expert advice and confident approach. After meeting with him the next day, my wife and I were 100% certain that we choose the right man for the job. My audit was handled via mail and the dreaded face to face in person probing was avoided. Without David, we would have been in a much different position. He follows up to your requests quickly and professionally, which is very important in my book. I am certain it was his experience and confidence in dealing with our auditor that kept us out of the IRS building. I strongly recommend him, in fact he is our new tax preparer, he promised to keep us out of trouble from now on.
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Cost

Rates
  • Hourly Rates $ 325-475 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • OWNER
  • TAX LAW OFFICE OF DAVID W. KLASING
  • 2009 - Present
  • TAX COMPLIANCE TECHNICAL REVIEWER
  • ONISKO AND SCHOLZ, LLP
  • 2006 - 2007
  • TAX AND ACCOUNTING MANAGER
  • KELLY & CO
  • 2005 - 2006
  • SENIOR TAX ACCOUNTANT
  • ROBERT KLEMS, JR., CPA
  • 2004 - 2005
  • SENIOR TAX ACCOUNTANT
  • HALLSTEIN & WARNER, LLP
  • 2003 - 2004
  • SENIOR TAX CONSULTANT
  • DIVERSIFIED VETERINARY MANAGEMENT
  • 2002 - 2003
  • SENIOR TAX ACCOUNTANT
  • CORBIN & WERTZ
  • 2000 - 2001
  • AUDIT DEPARTMENT SUPERVISOR
  • STEPHENS, REIDINGER & BELLER
  • 1997 - 2000
View all work experience

Education

  • WESTERN STATE UNIVERSITY, COLLEGE OF LAW
  • JURIS DOCTOR
  • 2007
  • Golden Gate University
  • Master of Science in Taxation
  • 2002
  • California State University, Los Angeles
  • Bachelor of Sciene
  • 1993

Sample of Legal Cases

  • Client's Preparer under Criminal Investigation
  • In the end. Appeals settled with my client owing 65K in tax penalties and interest and all subsequent years amended and client back in full compliance. (no fraud penalties – no criminal charges)
  • Attorney accused of carrying on a hobby rather than a business
  • My client's position was accepted by tax court

Associations

  • Orange County Bar Association, Tax Law Section
  • Vice Chair
  • 2011 - Present
  • California Society of Certified Public Accountants
  • State Tax Committee Member
  • 2011 - Present
  • State Bar of California Tax Procedure and Litigation Committee
  • Chair
  • 2010 - Present
  • The State Bar of California
  • Member - Tax Section
  • 2009 - Present
  • Los Angeles County Bar Association
  • Member - Tax Section
  • 2009 - Present
  • American Bar Association
  • Member - Tax Section
  • 2005 - Present
  • American Association of Attorney-Certified Public Accountants
  • Member
  • 2005 - Present
  • Orange County Bar Association
  • Member - Tax Section
  • 2005 - Present
  • California Society of Certified Public Accountants
  • Member
  • 1998 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Certificate of Appreciation - Business Academy Mentor Program
  • Ocean View School District
  • 2011

Publications

  • Orange County Business Journal
  • Mergers and Acquisitions as a Means of Growth
  • 2008
View all publications

Speaking Engagements

  • Orange County Bar Association
  • Tax planning for law firms & subchapter S Corporations
  • 2011

Attorney endorsements

Received (23)
Given (16)
Endorse David
Tax Attorney | Mar 03
Relationship: Fellow lawyer in community
"Dave is both a superb tax lawyer and an outstanding CPA. He provides highly competent services relating to tax and tax law, including issues relating to tax compliance, audit representation, and tax transactions. I strongly recommend him."
Tax Attorney | Jun 08
Relationship: Worked together on matter
"David brings a unique set of qualifications to his legal practice as a tax attorney. His considerable experience as a CPA lends itself perfectly to his law practice, and allows him to tackle some of the toughest, most complex tax problems facing clients in a legal setting. David is friendly, great with clients, and works diligently to serve his clients' interests. I can strongly recommend David Klasing as an experienced, dedictated, effective tax and estate planning attorney."
Unknown Attorney | Sep 13
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Sep 18
Relationship: Fellow lawyer in community
"I have known Dave for several years. He is a an excellent and knowledgeable tax attorney and CPA who is well respected by his peers. He has spoken to the OCBA Solo Section and has demonstrated his knowledge and integrity. He is committed to achieving the best result for his clients. You will be in excellent hands if Dave is your attorney. I wholeheartedly endorse him."
Business Attorney | Aug 10
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Jun 01
Relationship: Fellow lawyer in community
"David is skilled in complex tax issues and provides a high level of service to his clients. I endorse this lawyer."
Unknown Attorney | Apr 16
Relationship: Fellow lawyer in community
"I endorse this lawyer. He has provided excellent and accurate responses to questions on Avvo."
Tax Attorney | Sep 10
Relationship: Fellow lawyer in community
"David is a talented CPA and tax attorney. With him at the helm, his tax firm is one of the tightest ships in Southern California."
Business Attorney | Dec 04
Relationship: Fellow lawyer in community
"Mr. Klasing brings unique qualities to his answers on Avvo being both an attorney and CPA. His answers on Avvo are accurate, analytic, and customized to the needs of the Avvo asker. These are exactly the qualities that every client would look for when hiring an attorney."
Tax Attorney | Nov 10
Relationship: Fellow lawyer in community
"David Klasing is a 'must go to' attorney for all tax issues. The scope of his knowledge of tax law is overwhelming and his commitment to the local bar association is to be commended. He is always willing to lend a helping hand to others in the legal community, and if he does that for free, I can only imagine how well he treats paying clients. I highly recommend and endorse attorney Klasing."
Tax Attorney | Sep 17
Relationship: Fellow lawyer in community
"I have had the distinct honor of knowing tax attorney, David W. Klasing, for about five years. In addition to being a lawyer, he is a Certified Public Accountant (CPA) a swell. We are both members of the American Association of Attorney CPAs (AAA-CPAs) and interact with each other often. I have found David to be a competent tax professional. David recognizes the importance of providing his clients with the best services available in the profession and he is very good at it. I am proud to call David a colleague and endorse him."
Tax fraud and tax evasion Attorney | Apr 16
Relationship: Fellow lawyer in community
"I endorse this lawyer. David Klasing is an expert in criminal tax fraud and tax evasion and I would recomend him as an attorney to consult with if you need expert advice."
Tax Attorney | Apr 12
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Aug 24
Relationship: Fellow lawyer in community
"I endorse this lawyer. David is a respected member of the Orange County legal community. He has a solid grasp of his area of law. I attended a talk by David this year before a group of Orange County attorneys and was impressed with his knowledge and experience."
Tax Attorney | Feb 11
Relationship: Fellow lawyer in community
"David Klasing is an expert in the field of taxation. He is a professional, and diligent lawyer - with exceptional skill and knowledge. I endorse David without reservation."
Tax Attorney | Feb 11
Relationship: Fellow lawyer in community
"David’s strong determination has earned him a unique set of qualifications. Not only has he practiced as a CPA for close to 20 years, he has enhanced his work experience by earning both a Master’s Degree in Taxation and a law degree. He combines his experience and knowledge with a relaxed personal manner, allowing him the invaluable ability to clearly explain complicated taxation issues. As an estate planning attorney, I highly recommend David for the resolution of tax law issues and I am confident that he provides clients with excellent representation."
Tax Attorney | Feb 10
Relationship: Fellow lawyer in community
"I have never had second thoughts about referring my clients to David, because he has always treated them with integrity, courtesy and dedication. It's with the greatest enthusiasm that I endorse David. His professional and ethical standards are second to none, and to count him as a colleague is a blessing."
Tax fraud and tax evasion Attorney | Feb 09
Relationship: Fellow lawyer in community
"David is extremely expert in his practice areas. His background, training, and experience place him in the upper tiers of tax practitioners in the community. I have heard him lecture on tax and accounting issues and discussed such issues with him myself. Each time, I have been impressed by the depth of his knowledge as well as his awareness of current and emerging trends."
Tax Attorney | Feb 09
Relationship: Fellow lawyer in community
"I endorse this lawyer. David is a fine tax attorney who represents his clients with full commitment and professionalism."
Tax Attorney | Feb 08
Relationship: Fellow lawyer in community
"David has a unique set of skills, knowledge and experience. He has helped me numerous times and I highly recommend him for Tax/ Accounting issues."
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