Tel 949-397-2292 - Former IRS Attorney, Former Federal Tax Prosecutor, Former FTB Attorney. Always Defending You and Your Business. SuperLawyer, Named Top 20 California - Daily Jornal
Joseph P. Wilson has been handling tax controversy matters for numerous years. He has a particular expertise in criminal tax matters, including tax evasion, return preparer fraud, white collar crime and asset forfeiture. He also has extensive experience representing individuals, businesses, corporations, partnerships, estates, owners, return preparers, and beneficiaries in matters involving tax audits, tax collection, tax litigation, civil injunctions, estate and gift tax, sales tax, payroll tax and property tax. Mr. Wilson actively represents clients in a broad range of international tax matters, including voluntary disclosures, foreign trusts, international compliance, international businesses, and foreign partnerships. Mr. Wilson brings to the firm extensive experience with private and government entities, which greatly benefits our clients.
Mr. Wilson began his career at the Tax Division at Deloitte & Touche LLP in San Diego, California. He handled state and local taxes, real estate law, mergers and acquisitions, international taxation, Sarbanes-Oxley Act of 2002, and employment and contract law. Mr. Wilson assisted with the codification of California Assembly Bill 964 into Revenue & Taxation Code §§ 401.17, 441 and 1153.5, involving the tax assessment and audit methodology for certified aircraft.
Mr. Wilson worked as a trial attorney for the IRS, Office of Chief Counsel in San Diego, California. Mr. Wilson represented the IRS in civil tax litigation matters before the United States Tax Court and provided legal guidance to the IRS Exam Division and the Collection Division. He also worked on criminal tax matters, including IRS referrals to the Department of Justice for tax prosecution.
Mr. Wilson became an Assistant United States Attorney with the Tax Division of the United States Attorney’s Office in Los Angeles, California. Mr. Wilson represented the United States of America in virtually all types of tax litigation in United States District Court, Bankruptcy Court, and Superior Court. He handled both civil and criminal tax matters, and bankruptcy tax matters. Mr. Wilson worked on cases that were upheld on appeal with the Ninth Circuit.
Mr. Wilson held the position as a Tax Counsel III Specialist with the Legal Division of the California Franchise Tax Board, working as lead technical counsel in numerous areas of tax law, specializing in abusive tax shelters as well as penalties imposed in connection with tax avoidance transactions at both the participant and promoter level and other subject matter areas. Mr. Wilson acted as a hearing officer in protest hearings and prepared complex income and franchise tax cases in administrative appeal hearings before the State Board of Equalization.
Prior to founding the Wilson Tax Law Group, Mr. Wilson worked for a tax controversy firm.
Recognition & Awards
Selected 2018 Editor-in-Chief, California Tax Lawyer, (the official legal tax publication for the State Bar Taxation Section)
Executive Committee Member, State Bar of California, Taxation Section 2018
Tax Lawyer of the Year in California: International Advisory Experts Award, 2018
Golden Adviser Awards: Worldwide Financial Adviser Awards Magazine 2017
Top 100 Lawyer, American Society of Legal Advocates 2017
Executive Committee Member, State Bar of California, Taxation Section 2017
Articles Editor, California Tax Lawyer, State Bar of California, Taxation Section’s official publication, 2017
Tax Chair Recognition Award, Orange County Bar Association, 2016 (received)
Executive Committee Member, State Bar of California, Taxation Section 2016
Top 100 Lawyer, American Society of Legal Advocates 2016
Awarded Who’s Who in Tax Law by Orange County Lawyer magazine – April 2015 edition
Recognized as OC’s Top Lawyers, OC Register Metro, 2014
Rating of 10.0 on Avvo, the highest rating possible (Avvo is an independent lawyer ranking system)
Client Choice Award, Avvo, 2015
Chair, California Tax Procedure & Litigation Committee, State Bar of California, Tax Section, 2014-15
Chair, Orange County Bar Association, Taxation Section, 2015- 2016
Vice-Chair, Orange County Bar, Taxation Section, 2014
Second Vice-Chair, California Tax Procedure & Litigation Committee, State Bar of California, Tax Section, 2012-13
Editor-in-Chief, California Journal of Tax Litigation, 2012-13
State Bar of California, Tax Section, Sacramento Delegate, State Bar of California, Taxation Section, May 2013
State Bar of California, Tax Section, Washington DC Delegate, State Bar of California, Taxation Section, 2012
State Bar of California, Tax Section, Washington DC Delegate, State Bar of California, Tax Section, 2011
Chair, San Diego County Bar, Tax Section, 2007-2008
Chair, Tax Section, State Bar of California, Tax Section, Young Tax Lawyers, San Diego Chapter, 2003-2007
Applause Award, Deloitte & Touche LLP, October 2005 (assisted in obtaining a $26 million dollar reduction from the State Board of Equalization that generated over $550,000 in tax savings for a new client)
Domino Award, Deloitte & Touche LLP, October 2005 (leadership and advanced team planning and management)
Domino Award, Deloitte & Touche LLP, September 2005 (leadership and advanced team planning and management)
Outstanding Service Award, Legal Aid Society of San Diego, May 2005 (contribution to the Legal Aid Society’s Low Income Tax Clinic)
Wiley W. Manual Pro Bono Services Award, State Bar of California, May 2005 (contribution of pro bono services to San Diego residents)
Applause Award, Deloitte & Touche LLP, November 2004, (outstanding leadership and client development)
Outstanding Service Award, Legal Aid Society of San Diego, May 2004 (contribution to the Legal Aid Society’s Low Income Tax Clinic)
Wiley W. Manual Pro Bono Services Award, State Bar of California, May 2004 (contribution of pro bono services to San Diego residents)
AMJUR Award- Tax Valuation, Judge David Laro, US Tax Court 2003
Full merit scholarship, University of Arizona, College of Law (all three years)
Full merit scholarship, Providence College (all four years)
Practice areas
Tax Litigation; tax audits, IRS appeals, FTB audits, collection resolution, tax relief, FTB appeals, offshore disclosures, international tax, sales tax, employment taxes, property tax appeals, offers and compromise, debt reduction, innocent spouse
18 years
Criminal defense tax evasion, white collar defense, bribery, IRS and FTB criminal tax investigations
18 years
Languages spoken
English
Wilson Tax Law Group - Newport Beach Tax Attorney
1401 Dove St #630
949-397-2292
Newport Beach, CA, 92660
Wilson Tax Law Group - Yorba Linda Tax Attorney
18281 Lemon Drive
714-463-4430
Yorba Linda, CA, 92886
State | Status | Acquired | Updated |
---|---|---|---|
CA | Active | 2003 | 10/28/2020 |
Legal answers | 1 |
Legal guides | 0 |
Award name | Grantor | Date granted |
---|---|---|
Member Appointment Executive Committee | State Bar of California, Taxation Section | 2016 |
Who's Who in Tax Law | Orange County Lawyer Magazine | 2015 |
Best of Newport Beach | Newport Beach Award Program | 2015 |
Client Choice Award | AVVO | 2015 |
Chair Appointment | OC Bar Tax Section | 2015 |
Top Tax Attorney | OC Metro Magazine | 2014 |
---|---|---|
Chair Appointment | State Bar of California, Tax Section, Tax Procedure and Litigation Committee | 2014 |
Chair Appointment | San Diego County Bar Association, Tax Section | 2008 |
Chair Appointment | State Bar of California, Tax Section, Young Tax Lawyers, SD Chapter | 2007 |
Domino Award | Deloitte & Touche | 2005 |
Domino Award | Deloitte & Touche | 2005 |
Applause Award | Deloitte & Touche | 2005 |
Wiley W. Manual Pro Bono Services Award | State Bar of California | 2005 |
Outstanding Service Award | Legal Aid Society of San Diego | 2005 |
Applause Award | Deloitte & Touche | 2004 |
Wiley W. Manual Pro Bono Services Award | State Bar of California | 2004 |
Outstanding Service Award | Legal Aid Society of San Diego | 2004 |
AMJUR Award- Tax Valuation | Judge David Laro, US Tax Court | 2003 |
Title | Company name | Duration |
---|---|---|
Managing Shareholder | Wilson Tax Law Group, APLC | 2014 - Present |
Tax Attorney | Tax Controversy Law Firm | 2011 - 2014 |
Tax Counsel III Specialist | California Franchise Tax Board, Legal Division | 2010 - 2011 |
Assistant U.S. Attorney | United States Attorney's Office California | 2008 - 2010 |
IRS Litigation Attorney | IRS, Office Of Chief Counsel | 2006 - 2008 |
Associate | Deloitte & Touche | 2003 - 2006 |
---|
Association name | Position name | Duration |
---|---|---|
Los Angeles County Bar Association | N/A | N/A |
Orange County Bar Association | N/A | N/A |
San Diego County Bar Association, Tax Section | N/A | N/A |
State Bar of California, Tax Section | N/A | N/A |
American Bar Association, Tax Section | N/A | N/A |
Association of Tax Counsel | N/A | N/A |
---|
Publication name | Title | Date |
---|---|---|
California Journal of Tax Procedure and Litigation | Taxation of Medical Marijuana in California | 2014 |
California Network Newsletter | IRS recommendations in actions relating to Tax Court Decisions, | 2013 |
California Network Newsletter | Update on the FBARs | 2013 |
State Bar of California, Sacramento Delegation | Tax-Exempt Mortgage Bonds: A Way to Alleviate the Self-Inflicted Damage Caused by CALHFA’s Reading of IRC Sec. 143, 2013 | 2013 |
California Tax Lawyer, V. 21, No. 3 | The Franchise Tax Board Gets More “Firm” About Collecting Delinquent Taxes | 2012 |
Los Angeles & San Francisco Daily Journals | Senate Bill 86 Financial Institution Records Match | 2012 |
---|---|---|
State Bar of California, Washington DC Delegation | Proposed Revision to Administrative Procedure for Collection Due Process Hearings Pursuant to IRC Section 6330 | 2012 |
State Bar of California, Washington DC Delegation, Tax Notes Today 2011 TNT 111-39 | Lack of Statutory Levy Restrictions on Retirement Accounts | 2011 |
School name | Degree | Graduated |
---|---|---|
University of San Diego School of Law | LL.M - Master of Laws | 2003 |
University of Arizona, College of Law | JD - Juris Doctor | 2002 |
Providence College | BS - Bachelor of Science | 1999 |
Conference name | Title | Date |
---|---|---|
State Bar Tax Procedure and Litigation Committee Meeting | Tax Litigation in US District Court | 2013 |
US Tax Court and White House, Washington, D.C. | Tax Proposals | 2012 |
Tax Procedure and Litigation Committee Meeting | Taxation | 2012 |
State Bar Tax Procedure and Litigation Committee Meeting | Employment Development Department | 2012 |
Orange County Bar Association Meeting | Practical Considerations of Amendments to the Financial Institution Record Match (FIRM) Program that Requires California Banks to Match and Exchange | 2012 |
American Association of Attorney CPAs | IRS criminal investigation and prosecution of return preparers | 2012 |
---|---|---|
California State Bar Tax Section Delegation - Washington D.C. | Presenting original papers on legislative, regulatory, and/or administrative proposals to key tax officials in the U.S. Treasury, the IRS, and the Tax Court, as well as to the staffs of the House Ways and Means Committee and the Senate Finance Committee | 2011 |
Case name | Outcome |
---|---|
United States v. Zurn, 2009 U.S. Dist. LEXIS 27920 | Won |
United States v. Campbell, 2010 U.S. Dist. LEXIS 114734 | Won |
Aller v. United States of America, 2010 U.S. Dist. LEXIS 46948 | Won |
United States v. Cornejo, 2009 U.S. Dist. LEXIS 119466 | Won |
Mueller v. United States Corp., 2009 U.S. Dist. LEXIS 31481 | Won |
Meyer v. Commissioner, T.C. Summary Opinion 2007-181 | Won |
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Robert Horwitz, Tax Attorney on Aug 31, 2015
Relationship: Worked together on matter
Joe and I worked together for several years. He is a superb attorney with broad experience in government (IRS, US Attorney, FTB) and private practice. He represents his clients in a zealous yet ethical manner and will always work hard to get his client as good a result as possible.
Deirdre Kelly, Tax Attorney on Aug 15, 2015
Relationship: Fellow lawyer in community
I endorse this lawyer.
Mani Dabiri, Tax Attorney on Oct 28, 2014
Relationship: Co-worker
With Joe's years of multi-faceted background and experience, I can't think of anyone more qualified to defend civil and criminal tax controversies in state or federal jurisdictions.
Daniel Layton, Tax Attorney on Sep 10, 2014
Relationship: Fellow lawyer in community
Joseph Wilson has unparalleled breadth of experience in handling tax matters, including audits, litigation, criminal tax defense, and state and property taxes. Quite simply, he knows what he is doing.