San Jose Tax Attorneys

Tax problems can put everything you have worked for at risk. For business owners, physicians, dentists, attorneys, real estate professionals, contractors, executives, investors, and high-net-worth individuals in San Jose and the greater Silicon Valley area, even one tax issue can quickly become a serious financial and legal concern.

At Moskowitz, LLP, our San Jose tax lawyers, CPAs, enrolled agents, and tax professionals help individuals and businesses resolve complex federal and California tax matters. We understand how much is at stake when the IRS, FTB, EDD, CDTFA, or another taxing authority begins asking questions. Our role is to protect your rights, explain your options, and build a strategy designed to help you move forward with confidence.

Moskowitz LLP is conveniently located in the heart of San Francisco’s Financial District, on Bush Street between Kearny Street and Montgomery Street (view on Google Maps). Our office sits at 333 Bush Street, Floor 21, just steps from St. Mary’s Square, making it easily accessible for clients throughout downtown and the surrounding areas.

Moskowitz, LLP serves clients throughout the state of California and handles matters at all tax courts & administration offices in the state. To schedule a consultation regarding your matter, call us at 888-829-3325 or schedule an initial consultation., and our team will promptly follow up with you.

Recent Review

“The Moskowitz tax law firm assisted my law firm with applying for the ERC tax credit and performed a miracle as I have next to zero knowledge/skills when it comes to tax returns/forms/refunds. They made it as painless as possible, submitted the necessary documents to the IRS, and then BAM Congress/the President shelved the whole program. They kept me informed, offered encouragement that it would happen, and then over a year (years?) later, they informed me it was processed, approved, and I should receive a check shortly – times 2! And it happened! Thank you Sherri Yee, Paul Vargas, Jaclyn Bull, and all the others (you know who you are!), and of course, Steve Moskowitz. Any future “issues” with the IRS/FTB, I shall return!”

– Verified Google Review from EJ

If you are searching for a tax lawyer in San Jose, it is likely because a tax issue has already begun to escalate—or you want to prevent one before it does. At Moskowitz LLP, we represent Silicon Valley business owners, professionals, and high-net-worth individuals in complex federal and California tax matters. From IRS audits to payroll tax disputes and offshore compliance, our firm provides strategic guidance designed to protect your finances, business, and long-term interests.

San Jose sits at the center of a highly sophisticated financial landscape. Taxpayers here often deal with stock options, pass-through income, real estate investments, cryptocurrency, multiple entities, and international assets. These complexities can attract attention from agencies like the IRS and California Franchise Tax Board. What may begin as a simple notice or audit can quickly evolve into penalties, liens, levies, or even criminal exposure if not handled properly.

Comprehensive Tax Representation in San Jose

Our firm assists with a wide range of tax matters affecting individuals and businesses, including:

• IRS audits, appeals, and tax litigation
• California FTB disputes and residency issues
• Payroll tax audits, EDD investigations, and worker classification
• Tax debt resolution, liens, levies, and garnishments
• Unfiled tax returns and back tax compliance
• Offers in compromise and installment agreements
• Offshore reporting (FBAR, FATCA) and international tax issues

We focus on early intervention—reviewing your situation, identifying risks, and managing communication with tax authorities to control the outcome.

IRS Audits and California Tax Disputes

An IRS audit can be especially stressful for San Jose taxpayers with complex financial profiles. Whether the issue involves a closely held business, real estate portfolio, or investment income, our team works to protect your position and minimize exposure. We handle audits involving C corporations, S corporations, partnerships, LLCs, sole proprietorships and professional practices, as well as individuals with high income or significant deductions.

California tax matters are equally aggressive. The Franchise Tax Board frequently challenges residency, capital gains, and multi-state income. These disputes are common for San Jose clients who relocate, sell businesses, or manage income across multiple jurisdictions. We develop fact-based strategies to respond effectively and resolve disputes as efficiently as possible.

Payroll Tax Problems and Business Risk

Payroll tax issues are among the most serious challenges a business can face. Failure to properly withhold or remit taxes can expose owners and responsible parties to personal liability. San Jose companies—especially those with contractors, remote workers, or project-based labor—often face scrutiny over classification and compliance.

Our firm represents businesses in IRS payroll tax investigations, EDD audits, and trust fund recovery penalty matters. Addressing these issues early is critical, as payroll tax disputes can quickly threaten the survival of a business.

Tax Planning and Resolution Strategies

Existing tax debt should not be ignored. For San Jose taxpayers facing IRS or California tax liabilities, early intervention may help reduce pressure, resolve outstanding issues, and restore compliance before enforcement actions become more serious. Our team examines each client’s financial picture and circumstances to determine realistic paths forward. These may include installment agreements, negotiated resolutions, penalty relief, offers in compromise, lien-related strategies, levy concerns, or other available tax relief solutions. Acting early often provides greater flexibility.

Some tax problems, however, can be addressed before they turn into enforcement matters. Through proactive planning, many risks can be reduced or avoided altogether. We work with San Jose entrepreneurs, executives, investors, professionals, and business owners to develop tax strategies that support compliance, limit risk, and promote lasting financial security.

Our team advises on business entity structure, compensation planning, tax compliance, multi-state tax issues, and complex income planning. This can be particularly important for clients managing equity compensation, selling a business, completing real estate transactions, earning investment income, or operating a professional practice.

High-Risk and International Tax Matters

When tax issues involve potential fraud, underreported income, or undisclosed foreign assets, the stakes are significantly higher. Our firm provides confidential representation in criminal tax investigations and high-risk matters, ensuring your rights are protected at every stage.

We also assist San Jose clients with international tax compliance, including FBAR and FATCA reporting, offshore disclosures, and cross-border income issues. With Silicon Valley’s global reach, these matters are increasingly common—and highly sensitive.

Contact Moskowitz, LLP for Tax Help From Our San Jose Tax Lawyers!

When a tax problem threatens your finances, business, professional reputation, or peace of mind, you do not have to face the IRS or California tax authorities alone. Moskowitz, LLP helps individuals, business owners, professionals, investors, and companies develop practical strategies for resolving serious tax concerns.

Whether you need audit defense, tax debt relief, business tax planning, payroll tax representation, offshore disclosure guidance, tax litigation support, or criminal tax defense, our team is ready to help you understand your options.

Call Moskowitz, LLP today at 888-829-3325 to request a consultation with experienced tax attorneys in San Jose.