$ 115-400 per hour
Steven Francis Schroeder
About Steven
Biography
Thank you for taking the time to learn more about our firm and the services we offer.
Mr. Schroeder is a California Bar Certified Tax Law Specialist a designation held by less than 150 Los Angeles and Orange County attorneys. Mr. Schroeder operates a boutique firm that focuses on taxation and estate planning for individuals and small business owners. He is a member of the State Bar of California, American Bar Association, Orange County Bar Association, California Society of Enrolled Agents, National Association of Enrolled Agents, and the OCBA Tax and Estate Planning Committees.
Services Offered:
Tax Representation before the IRS, Franchise Tax Board, Employment Development Department, and State Board of Equalizaiton.
Tax Return Preparaiton for Individuals, Businesses, Trusts and Estates.
Estate Planning, including the preparation of Trusts (revocable and irrevocable), Powers of Attorney, Advanced Health Care Directives, and Wills.
Probate and Trust Administration.
Follow us on Twitter @schroederesq
Practice Areas
2
Practice Areas
Tax
60%
28 years | 500 cases
Estate Planning
40%
28 years | 600 cases
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in California for 27 years
State: California
Acquired: 1998
No misconduct found
Location
Law Offices of Steven Francis Schroeder
2107 N Broadway Ste 204, Santa Ana, CA, 92706
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Steven Francis Schroeder's Reviews
Showing 1 - 5 of 7 client reviews from Avvo
Posted by anonymous | October 9, 2025 | Hired Attorney
This review is from a person who hired this attorney.
He is excellent
Simply one of the best lawyers for estate planning and tax issues. I love this attorney!
Posted by Christine | September 4, 2015 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
IRS Taxes
Met with Mr. Schroeder today, feeling hopeless and left feeling hopeful! Extremely knowledgeable, kind, honest and steered us in the right direction. Thank you so much for your help.
Posted by Don K Pierstorff | April 28, 2015
LUCKY US !!!!!
Mr. Schroeder has been doing our taxes for more than a decade. Our daughter, who is studying accounting at a local university, tells us that she learns much by looking over our documents after Mr. Schroeder has prepared them from our tax papers. We are a deeply content family for having Mr. Schroe...
Posted by Jack | August 26, 2013
Excellent guidance and generous with his time.
I contacted Steven for some guidance concerning transferring our Prop 13 tax base from L.A. County to Orange County. He was extremely helpful and generous with his time. I couldn't have been more pleased with the assistance he provided.
Posted by Andre | March 9, 2012
Outstanding and Professional Lawyer
Mr. Schroeder was introduced to me by way of referral in 1999 to help me review my estate planning. I was so impressed with his knowledge and understanding of the law as it relates to protecting an estate that I have continued to work with him for the past 13 years. What has impressed me most about...
Steven Francis Schroeder's Lawyer Endorsements
"Steven is an excellent estate planning attorney. He knows the law and tax code thoroughly and is creative in providing solutions for clients' difficult situations."
"I highly endorse this lawyer. Steve is my go-to attorney for my clients' tax issues. He is excellent in advocating on their behalf."
"I endorse this lawyer. Mr. Schroeder's education and background are excellent. He has provided straight forward answers to the Avvo web site with well reasoned logic."
"I endorse this lawyer. Attorney Schroeder provides detailed and honest postings on AVVO assisting those with tax law questions. Also, his legal guides are extermely useful to not only AVVO posters but also to attorneys in the legal community. A true professional"
"I endorse this lawyer. He is a credit to the legal community and a member of the bar in good standing as well as an asset to his clients. Clients are well served by his professionalism, legal knowledge and attention to details."
"Attorney Schroeder is a hard working lawyer with elite proficiency. He's able to advise his clients with the brain of a technician and the voice of a counselor. A rare, and true gift in our industry."
"I endorse this lawyer. It is clear from his postings on Avvo that Mr. Schroeder has extensive knowledge in his area of expertise."
"I endorse Mr. Shroeder as his answers to many of the questions I reviewed regarding taxes and bankruptcy (an area of law in which I do not practice) were concise and easy to follow- important considerations when dealing with the complexities of the law and how they relate to individual client situations."
"I endorse Attorney Schroeder. He has great academic credentials and a sterling track record."
"I endorse Attorney Schroeder. His answers to a myriad of Avvo questions are consistently excellent and informative."
"I endorse this lawyer. Attorney Schroeder's legal expertise is evident in his opinoin and analysis of issues related to tax and estate planning. His answers are always on point and well put. I would recommend Steven Schroeder to any client needing a tax or estate planning attorney."
"Competent, tough and a sense of humor. Great guy to have in your corner."
"I endorse this lawyer because I ave watched his answers to various questions on the Avvo board, and his reponses are always professional and to the point!"
"I endorse this lawyer. Steve is a very competent tax attorney who also has a friendly and personable demeanor. Definitely recommend his services."
"I have used Steve's business services for many years now and I have been completely satisfied with his work. He is competent, and efficient. He is always available and responsive to what I need. I've sent my lawyer and non-lawyer friends to him for taxes and other business services. As a lawyer and an accountant, he can provide you with services and advice in a way you can't get anywhere else, especially at an affordable price. I highly recommend him."
"I endorse this lawyer."
"With his extensive tax background and experience,Steven is an invaluable professional resource for me and my business clients. His tax planning advice is thorough and sophisticated. I highly recommend Steven."
"I have known Steve for 17 years as a friend, fellow attorney, and as an attorney that I refer my clients to that have needs in financial matters including, trusts, wills, bankruptcy, and tax issues, for both personal and business matters. I endorse Steve."
"I endorse this lawyer. Steve is very good and has been able to help my clients with their tax and estate issues."
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Experience
Honors
2011
Top Wealth Manager (Tax and Estate Planning Attorney), Orange Coast Magazine
2011
Avvo Rating of Excellent, AVVO
2011
Avvo rating of Superb, AVVO
2011
Certified Specialist - Taxation Law, State Bar of California
2010
Top Wealth Manager (Tax and Estate Planning Attorney), Orange Coast Magazine
1995
American Jurisprudence Award - Real Property, Bancroft-Whitney
1995
American Jurisprudence Award - Constitutional Law, Bancroft-Whitney
Work Experience
2000 - Present
Principal, Law Office of Steven F. Schroeder
1998 - 2000
Partner, Lively & Associates
1995 - 1998
Law Clerk, Safeco Insurance Company
Associations
2010 - Present
Orange County Bankruptcy ForumMember
2006 - Present
California Department of Real EstateReal Estate Broker
2002 - Present
Internal Revenue ServiceEnrolled Agent
2000 - Present
Orange County Bar AssociationMember
2000 - Present
American Bar AssociationMember
2000 - Present
American Bar Association, Real Property, Trust and Estate Law SectionMember
2000 - Present
American Bar Association, Taxation SectionMember
2000 - Present
California Secretary of StateNotary Public
1999 - Present
United States Tax CourtAdmitted to Practice
1998 - Present
State Bar of CaliforniaMember
1998 - Present
United States District Court for the Central District of CaliforniaAdmitted to Practice
2009 - 2010
BNI InternationalTreasurer
Sample of Legal Cases
Offer in Compromise - $228,242 owed
Offer accepted in the amount of $38,467.
Employment Tax National Research Project
Taxpayer received only minor adjustments.
IRS Audit of Real Estate Professional
Client was found to be a real estate professional within the meaning of the code.
Application for Changed Assessment - Real Property Taxes
Real property tax accessment reduced to $3.3 million.
Offer in Compromise - $136,000 owed
IRS accepted offer in amount of $15,000.
U.S. Tax Court
Reduced Tax Liability over $300,000
Tax Court
Decission in favor of taxpayer.
Education
1997
Western State University College of Law
JD - Juris Doctor
1991
California St Univ Long Beach
BS - Bachelor of Science
Speaking Engagements
2011
UCLA School of Dentistry
Incorporating a solo practice
2011
Teamsters Local 572 - Shop Stewart Meeting
Estate Planning
2011
Money 101 "How to keep your money in your pocket"
IRS Examinations
2011
MLK Hospital
Tax Planning
2011
AAOC Monthly Meeting
Basics of Estate Planning
2010
Teamsters Local 572 - Shop Stewart Meeting
Estate Planning
2010
AAOC Members Meeting
Tax Planning
2009
Membership Meeting
Tax Planning for Seniors
2005
NAIN National Conference
Tax Planning for Independent Contractors
2004
NAIN National Conference
Incorporating
2003
NAIN Tax Update
Tax Update
2002
NAIN Tax Update
Tax Update
2001
NAIN Tax Update
Tax Update
Publications
2010
Apartment News
2010 Expiring Tax Provisions adn New Taxes for 2011
2010
Apartment News
Cost Segregation - Increasing Cash Flow for the Real Estate Owner
2009
Apartment News
The Basics of Bankruptcy
Languages
English
Spanish
Activity
Legal Answers
Legal Answers
Q&A
If and s corp owes taxes for filing late but the business is closed do the officers of the S corp have to pay
28 Jun 2013
Q&A
How long does it take to investigate a tax fraud after submitting a complaint?
28 Jun 2013
Q&A
I reported some one for tax fraud, how long will it take the IRS to respond
24 Jun 2013