Top best Tax Lawyers in Santa Ana | 35 available

To break away from the fast pace work at the office, I am involved in many activities during my free time. I am a member of a cycling club in Orange County. I bike 4 days a week from my home to the office for an average total of 100 miles a week. During the weekends I scuba dive.. I also enjoys camping and hiking with my wife. I picked up my love for hiking since I was a boy. When I was a youth minister, I took my youth group on camping and hiking trips around Arizona, California, Florida and North Carolina.. “I value exercising, as it is vital to living a long healthy life. Studies showed that exercising reduces depression and improves your the way of life. I understand the need and the benefit of staying active. It has a positive effect on my mental health and it makes me feel great to be productive at my work"

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

Mr. Taylor, the founder of the Firm, has 30 years of experience in handling civil and criminal tax controversies. He handles litigation in U.S. District Court, U.S. Bankruptcy Court, U.S. Tax Court, U.S. Court of Claims, U.S. Courts of Appeal, and the U.S. Supreme Court. He also handles administrative disputes within the IRS, including audits, collection matters, criminal investigations, administrative hearings with the Office of Appeals and Collection Due Process appeals.. Mr. Taylor, prior to entering private practice in 1989, served as an Assistant U.S. Attorney in the Tax Division of the U.S. Attorney’s Office in the Central District of California from 1987 to 1989. From 1984 to 1987, Mr. Taylor was a Senior Trial Attorney with the Laguna Niguel IRS District Counsel’s Office, where he handled Tax Court cases, criminal matters and complex collection matters for the IRS. From 1981 to 1984, Mr. Taylor was an Attorney with General Litigation Division of the IRS Office of Chief Counsel in Washington, D.C., where he specialized in collection, bankruptcy and summons matters for the IRS.. Mr. Taylor has a wealth of experience handling all aspects of tax disputes involving federal and state taxing agencies. He also serves as an expert witness in litigation between private parties where tax issues . Taylor serves as Tax Counsel to the firm of Shulman, Hodges & Bastian.

Matthew C. Mullhofer is an attorney licensed by the State Bar of California. He has extensive experience in the area of estate planning and asset protection, which includes the formation of trusts, wills, family limited partnerships, limited liability companies, and domestic corporations. Matthew has been a featured speaker at many estate planning and asset protection seminars.. Matthew C. Mullhofer has extensive experience in business and corporate law, civil litigation, probate, and real estate law. He has negotiated many commercial and residential real estate leases and transactions. He has drafted and negotiated numerous business and sale agreements for business owners. In the area of Intellectual Property, Matthew C. Mullhofer has acquired extensive experience representing corporations in the acquisition, licensing, and registration of their trademarks and copyrights.. Matthew C. Mullhofer has also experienced success in representation of taxpayers regarding collection efforts by the Internal Revenue Service, Franchise Tax Board, and State Board of Equalization. He also handles Chapter 7 Bankruptcy cases with an emphasis in discharging taxes in bankruptcy.

Lynda B. Taylor joined the firm in 1998, after 15 years of IRS experience.  She works with clients in matters involving tax assessment, tax collection, estate and gift tax, sales tax, payroll tax and property tax.. Upon graduating from Rutgers, Mrs. Taylor started her legal career with the IRS Chief Counsel’s Office in Washington, D.C. She was an attorney in the General Litigation Division from 1982 to 1985 where she worked on complex collection and bankruptcy matters.. From 1985 to 1990, Mrs. Taylor was a trial attorney in the Los Angeles District Counsel office. In her five years with the Los Angeles District Counsel’s office, she represented the IRS before the Tax Court in a wide variety of cases, including several major tax shelter cases which she tried and won. She also gave legal advice to IRS examiners and Appeals Officers on substantive tax and procedural issues.. From 1990 through early 1998, she was an Assistant District Counsel with IRS District Counsel in Laguna Niguel, California, where she supervised a group of attorneys and paralegals specializing in Tax Court litigation and large-case audits. Throughout her 15 years of employment with the IRS, Mrs. Taylor received numerous manager’s awards and annual performance awards.

Lisa O. Nelson joined the Law Offices of A. Lavar Taylor in 2013. Mrs. Nelson was recently added as the Firm's first partner in 2015.  Mrs. Nelson began her legal career in private practice working for a boutique San Diego tax controversy law firm. She was instrumental in transitioning a solo practice firm to a full service law firm with seven attorneys. Since 2009, Mrs. Nelson has successfully represented individuals, corporations, officers, directors, shareholders, and partners before the Internal Revenue Service, Franchise Tax Board, Employment Development Department, and the State Board of Equalization.. Mrs. Nelson has advocated on behalf of her clients in civil tax litigation matters before the United States Tax Court and in United States District Court. Additionally, Mrs. Nelson served as the lead associate attorney on several criminal tax matters, including the defense of tax preparers and corporate officers. She has negotiated favorable settlements with the Internal Revenue Service, Franchise Tax Board, Board of Equalization, and Employment Development Department resulting in savings of over $1.4M in tax liabilities for her clients.. Mrs. Nelson's practice also focuses on handling tax audits, collection matters, international offshore voluntary disclosure programs, and administrative hearings with the IRS Office of Appeals.. Outside of her practice, Ms. Nelson also serves as Treasurer and executive board member for The Jarrett Meeker Foundation, a non-profit organization that raises funds and support for conservational and educational programs to benefit local disadvantaged children.

I am a different type of estate planning attorney.  In 2012 I was certified by the State Bar of California Board of Legal Specialists as a specialist in Estate Planning, Trust, and Probate Law. This is a credential only bestowed on a small percentage of California Estate Planning attorneys.  I also have my LL.M. in Taxation which allows me to spot and assist with tax issues related to estate plans.