An integral member of the Moskowitz team for more than 15 years, Chris has successfully negotiated resolutions for hundreds of clients facing challenging tax issues with the IRS and numerous state authorities. His highly customized approach has helped clients to achieve strong outcomes in difficult circumstances, save millions in tax obligations and penalties, and return to their regular lives and normal business operations. A wide range of business owners have also come to rely on Chris for his counsel on tax planning and compliance.
Unlike many other tax professionals, Chris is both a practicing attorney and enrolled agent. These qualifications enable Chris to represent clients in state and federal courts – including U.S. Tax Court – and to negotiate resolutions directly with the IRS and state taxing agencies across the country. Chris has particular experience representing taxpayers before California state tax authorities, including the Franchise Tax Board, Employment Development Department, and the Department of Taxes and Fee Administration (former Board of Equalization). He has also led negotiations with many state taxing authorities beyond California, including Nevada, Arizona, New York and Massachusetts.
In addition to negotiating resolution of disputes with tax authorities, Chris regularly advises business owners on tax planning and compliance. This includes advice on entity formation, compliance with requirements to maintain favorable tax status and protection from creditors, and reviewing annual performance to help businesses position themselves for continued growth. Chris also assists owners winding down operations, counseling on appropriate handling of assets and debts, and advising on filings to meet legal requirements. He also works on behalf of owners of now-dormant businesses, negotiating with authorities to resolve matters related to incomplete dissolution of business operations, including reduction of fees and penalties.
Chris’ highly customized approach stems from his belief that each case is unique. Both a careful listener and a quick study, Chris develops strategies to meet client-specific challenges and objectives to help ensure a more favorable resolution. A strong supporter of small business owners, Chris also places emphasis on ensuring clients emerge from tax challenges with a stronger understanding of their business and tax circumstances, with the goal of minimizing the risk of difficulty going forward.
Chris chairs the firm’s tax resolution and business entity compliance practice groups, and is a Vice President for the Golden Gate Society of Enrolled Agents. He has provided continuing education to other professional advisors on a variety of taxation topics, including employment tax and complex return preparation.