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Joseph Phillips Wilson

Tax Attorney at Newport Beach, CA

5.0   15 reviews

also known as Joe Wilson

  • Licensed for 20 years
    State CA
    Acquired 2003
    Status
    Active No misconduct found

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

About Joseph

Learn Joseph’s areas of practice.

2
Practice areas
  1. Tax
    70%
    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

    21 years

  2. Tax fraud and tax evasion
    30%
    Criminal defense tax evasion, white collar defense, bribery, IRS and FTB criminal tax investigations

    21 years

Tel    -  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 §§ , 441 and , 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)

Photos and videos

Location

Wilson Tax Law Group - Newport Beach Tax Attorney
895 Dove Street
Suite 300
Newport Beach, CA, 92660
Wilson Tax Law Group - Yorba Linda Tax Attorney
18281 Lemon Drive
714-463-4430
Yorba Linda, CA, 92886
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Reviews

5.0 / 5.0
  15 customer reviews
5 Star
 
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Posted by Mitch | September 18, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Outstanding advisor for FTB issues
Your best option for FTB advice! I went to Joe for answers to important FTB questions. His insights clarified strategies for investing, banking, and business, which was exactly what I requested. I recommend Wilson Tax Law Group for navigating the many difficulties associated with the FTB.
Posted by Peggy | August 20, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Consistent, steady, timely, reasonable...
I am a recovering "White Collar Wife" left with extremely high debt from the ex husband, and ripping Compounded C-PTSD from years of being hunted by the IRS, FTB, and others without proper counsel. Efforts on my own behalf failed for years due to the complexity and amount of the debts. Joe and team stepped in with a quick understanding of what could be done to stop the bleed. I have never been anything but impressed with how they handled my matters: timely, reasonable, kind, consistent. I am a few months away from freedom, and very grateful.
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Posted by michael | April 14, 2021
This review is from a person who hired this attorney.
| Hired Attorney
An excellent attorney and considered a true friend as well
Mr. Wilson always holds his ground and uses the best possible legal approach for the most equitable solution. Without his continued help in navigating the very complex tax codes, I would not be able to manage the situation. It has been a long and difficult road to resolve my particular estate tax issues. Joe has prevented the DOJ from taking advantage of every situation legal or not! He works very hard and has become a true & reliable friend as well.
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Posted by Annette | June 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Client
Joe is a great attorney for tax matters! He is knowledgeable, efficient and easy to work with. Highly recommend.
Posted by anonymous | February 12, 2020
This review is from a person who hired this attorney.
| Hired Attorney
The best Tax Attorney! Top notch Tax Attorney!
I was referred to Joe about 4 years ago to help me with my IRS and FTB issues. Joe is kind, intelligent, knowledgeable, patient, humble, yet very assertive when it comes to getting things done! My situation was very complicated and dire to say the least. From day one, Joe sat with me in person, took detailed notes on my situation and started his process. Him and his team have been great to work with and have always kept me updated. In the end, Joe was able to settle my case for pennies compared to what was allegedly owed. His hard work and effort has enabled me to start getting my finances back together and stand on my own two feet. If you are reading this, do not hesitate to work with Joe. You will thank yourself later on once you see the results! Thank you Joe! You will be my friend for life but hopefully I will never need you again! :)
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Posted by anonymous | December 5, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Fantastic Results
Mr. Wilson and his team helped me through a nasty IRS audit and saved me over $500,000 in potential taxes as a result of the initial findings. He took over from the initial CPA who began the audit and completely turned things around. He is extremely knowledgeable and easy to communicate with - unlike a lot of attorneys I've worked with in the past.
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Posted by anonymous | September 20, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding Tax Attorney
Joe Wilson is an outstanding tax attorney. In addition to his knowledge and experience, he also has a way of putting his clients at ease and making them feel comfortable, which is especially important considering the reasons most of us seek him out. His work ethic and dedication to his clients make him stand out from the rest. Thankful for his help and would absolutely recommend him.
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Posted by anonymous | February 26, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Top Tax Attorney in Orange County
I've known Joe Wilson for over 3 years now. His work ethnic never ceases to amaze me. He has exceptional client service standards and a dynamic personality. As a former trial attorney for the IRS, he knows what steps to take to ensure his clients get the best possible outcome.
Posted by Mike | February 19, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Tops Tax Law Team !!!
A few years ago I found myself as one of several dozen "pawns" in an abusive tax shelter. When I met Joe and Mindy it wasn't my first trip to the rodeo.... During our initial consultation the Wilson Law team clearly mapped out a strategy( Joe and Mindy's recent agency experience makes all the difference)- Gaby took the time to listen and empathize with my fears.....I will be forever grateful
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Posted by Kevin | March 30, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Port in a storm
After a dozen years running my Company I hit a very bad patch. I got extremely behind in taxes and sought out an experienced tax attorney to represent me with the IRS. Joe Wilson has been everything advertised and what has surprised me even more he has been steady and dependable no matter how bad things have gotten when most others would have given up. On top of this great character issue he manages to talk me off the ledge and continues to give me hope when I struggle to see the light at the end of the tunnel. Very few people surprise me anymore but Joe has been a true friend and Professional no matter how tough things get. Consider yourself lucky if you retain his services. Truly, Kevin
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Posted by anonymous | October 30, 2015
This review is from a person who hired this attorney.
| Hired Attorney
TOP CALIFORNIA TAX ATTORNEY
THIS MAN IS MY "HERO"!!! HE LITERALLY SAVED MY LIFE WHEN IT CAME TO TAXES! I WAS IN A TERRIBLE SITUATION & HE LIFTED THE WEIGHT OF THE IRS & THE FTB OFF MY BACK. HIS UNIQUE UNDERSTANDING & KNOWLEDGE OF THE COMPLICATED TAX SYSTEM ALLOWED HIM TO EFFECTIVELY & EFFICIENTLY HELP ME WITH MY TAX PROBLEMS. IF YOU ARE LOOKING FOR A SUPERB ATTORNEY WHO WILL NOT LET YOU DOWN, I HIGHLY RECOMMEND THAT YOU CONTACT: JOE WILSON! … THIS WILL BE A DECISION THAT YOU WILL NEVER REGRET! … I PROMISE YOU!
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Posted by Matthew | August 27, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Superb Tax Attorney
Attorney Wilson has represented me and my businesses on a variety of occasions. Besides minimizing my tax exposure and personal liability, Mr. Wilson has given me valuable advice and counsel for my future business formations. He is a top notch attorney who I have recommended to numerous business and family contacts.
Posted by Lorrin | August 17, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Excellant Tax Attorney
Joseph was exactly the right attorney for my wife and I at exactly the right time. When we needed legal assistance he provided outstanding knowledge and support He was able to fully understand our situation and put us at ease with a calm and steady demeanor. During the legal process he was communicative with us, taking the edge off our on-going concerns. He deployed an excellent strategy on our behalf, and we will be forever grateful to him....
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Posted by Sandi | August 17, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Best Tax Attorney in Orange County
Thank you Joe Wilson for the amazing work you did for our family, helping us to understand and settle the taxes on our parents' estate. Your consistency and tenaciousness helped us through a trying time. We could not have negotiated our way through the intricacies of IRS policies without you.
Posted by Eric | August 17, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Prepared my complicated tax return which involved a loss as a result of being a victim of fraud.
Two years ago, our family found ourselves in a financially dire situation after finding out that we were victims of identity theft and fraud. We were feeling quite helpless about how to proceed especially with the complicated tax implications of the loss. A trusted friend referred us Joseph and it turned out to be just what we needed at the time. He spent plenty of time with us to make sure he understood all that happened to us. He then prepared our tax return and even included a thorough narrative summary of the events for the IRS. We were quite impressed with his work and grateful to have him handling our case. We would definitely hire him again for future difficult or complicated tax matters and would certainly recommend him to friends and family!
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • 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
View all work experience

Education

  • 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

Sample of Legal Cases

  • 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
View all legal cases

Associations

  • Los Angeles County Bar Association
  • N/A
  • Orange County Bar Association
  • N/A
  • San Diego County Bar Association, Tax Section
  • N/A
  • State Bar of California, Tax Section
  • N/A
  • American Bar Association, Tax Section
  • N/A
  • Association of Tax Counsel
  • N/A
View all associations

Languages Spoken

  • English

Honors and Awards

  • 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
View all awards

Publications

  • 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
View all publications

Speaking Engagements

  • 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
View all speaking engagements

Attorney endorsements

Received (4)
Given (3)
Endorse Joseph
Tax Attorney | Aug 31
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."
Tax Attorney | Aug 15
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Tax Attorney | Oct 28
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."
Tax Attorney | Sep 10
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."
Newport Beach Tax Lawyer Joseph Phillips Wilson
Joseph Phillips Wilson
Tax Attorney
Newport Beach, CA
Licensed for 20 years