Moskowitz LLP

For individuals and businesses across California, navigating the intricate world of tax law and business regulations can be incredibly challenging. The complexities of federal and state tax codes, coupled with the ever-present potential for audits, disputes, or the need for strategic planning, often require the expertise of dedicated legal professionals. This article introduces you to Moskowitz LLP, a prominent law firm based in the heart of San Francisco, committed to providing comprehensive tax and business legal solutions to clients not just in California, but also nationally and internationally. With a focus on resolving complex tax issues and optimizing financial outcomes, Moskowitz LLP stands as a vital resource for those seeking clarity and effective advocacy in these specialized areas.

The firm’s approach is rooted in a deep understanding of both legal and accounting principles, a unique hybrid structure that allows them to address client needs from multiple angles. This integrated perspective, combining attorneys, accountants, and enrolled agents, means clients benefit from a holistic strategy that is often difficult to find elsewhere. Whether you are an individual facing an IRS audit, a small business navigating employee retention credits, or a larger entity requiring intricate tax planning, Moskowitz LLP aims to provide personalized, practical, and results-oriented solutions. Their dedication extends to aggressively defending clients' rights while striving to minimize costs and ensure long-term financial stability. As the provided customer reviews highlight, their proactive and effective approach to securing complex financial benefits like the Employee Retention Credit (ERC) demonstrates their commitment to client success and satisfaction.

For California residents, particularly those in the San Francisco Bay Area, the location of Moskowitz LLP offers considerable convenience. The firm is strategically situated at 333 Bush St, Floor 21, San Francisco, CA 94104, USA. This address places them in the prestigious Financial District, a central and easily accessible hub within the city. The prime location ensures that clients can reach the office efficiently via various modes of public transportation. Major BART and Muni stations are within close walking distance, providing seamless connections for those commuting from different parts of San Francisco and the wider Bay Area. For clients who prefer to drive, numerous commercial parking garages are available in the surrounding blocks, offering options for vehicle accommodation, though planning for city traffic and parking can be advisable. This central and accessible location underscores Moskowitz LLP's commitment to serving a diverse clientele across California, making it straightforward for individuals and businesses to access their specialized legal and accounting expertise.

Moskowitz LLP offers a comprehensive range of services, primarily focused on tax law and related business matters. Their integrated team of attorneys, accountants, and enrolled agents allows them to provide a multifaceted approach to complex financial and legal challenges.

Services Offered:

• Tax Preparation: Assisting individuals and businesses with accurate and strategic tax return preparation.
• Tax Resolution: Representing clients in resolving disputes with federal (IRS) and state tax agencies (e.g., California Franchise Tax Board, EDD, CDTFA), including back taxes, unfiled returns, liens, and levies.
• Tax Audits: Providing robust defense and representation during IRS and state tax audits, aiming to minimize exposure and achieve favorable outcomes.
• Tax Court Representation: Litigating tax matters in federal and state tax courts when administrative resolutions are not possible.
• Employee Retention Credit (ERC) Services: Specializing in assisting businesses with ERC claims, including expedited payment services, audit representation, and appeal of rejections, as highlighted by client testimonials.
• Tax Planning: Developing strategic tax plans for individuals and businesses to optimize financial outcomes and ensure compliance.
• Business Services: Offering a range of support including entity structuring and planning, outsourced accounting, fractional CFO/Controller services, and business profit maximization.
• Criminal Tax Defense: Representing individuals and businesses facing criminal tax investigations and charges, aiming to prevent prosecution or secure the best possible legal defense.
• International Tax Planning: Providing expertise in international tax matters for clients with global financial interests.
• Collections Representation: Assisting clients with negotiations and strategies to manage tax debts and collections, including Offers in Compromise and installment agreements.
• Estate Planning (Tax-Related): Addressing the tax implications within estate planning to ensure efficient transfer of assets.

Moskowitz LLP distinguishes itself through a unique combination of expertise, a client-centric approach, and a strong public presence, making them a notable firm in the tax and business legal landscape.

Features / Highlights:

• Hybrid Structure of Professionals: The firm uniquely combines tax attorneys, CPAs (Certified Public Accountants), and enrolled agents, allowing for a comprehensive and integrated approach to tax and business problems. This enables them to offer solutions that firms with only one type of professional might miss.
• Decades of Experience: With over three decades in operation, the firm, led by founder Steve Moskowitz, has extensive experience in handling tens of thousands of tax matters at both federal and state levels.
• Specialization in Tax Law: While offering broader business services, their core strength and legacy lie in deeply specialized tax law, including complex areas like criminal tax defense and international tax.
• Client-Centric Philosophy: The firm prides itself on providing personalized, realistic, and practical solutions, diligently working to keep client costs to a minimum. They aim to keep "businesses in business" and individuals "in the business of living their life."
• Proactive and Aggressive Advocacy: As highlighted by client reviews regarding ERC, they are known for their proactive approach and aggressive advocacy within the bounds of the law to achieve client objectives, including leveraging contacts and pursuing litigation if necessary.
• Thought Leadership and Public Recognition: Founder Steve Moskowitz is widely recognized in California, often featured on local media, contributing to the firm's strong public reputation and trust.
• Flat Fee Model: Unlike many firms that bill hourly, Moskowitz LLP often operates on a flat fee basis for clients, providing cost predictability and transparency.
• Global Reach: While based in San Francisco, the firm assists clients across the country and overseas, demonstrating their capacity for handling diverse and complex cases.

Moskowitz LLP, as a professional services firm, generally does not offer traditional "promotions" in the retail sense. However, they are known for their transparent and client-friendly fee structures. As indicated by public information, the firm often operates on a flat fee basis for clients, which can be a significant benefit as it provides cost predictability and avoids unexpected hourly billing charges. This approach itself can be seen as a valuable offer, as it allows clients to manage their financial expectations more effectively. Additionally, like many reputable law firms, they likely offer an initial consultation. This allows prospective clients to discuss their specific tax or business concerns, understand the potential legal strategies, and assess how Moskowitz LLP can assist them, often without an upfront charge for this initial discussion. For the most current information on their fee structure, consultation policies, or any specific programs they may offer, it is always recommended to contact Moskowitz LLP directly.

Contact Information:

Address: 333 Bush St Floor 21, San Francisco, CA 94104, USA

Phone: (415) 394-7200

Mobile Phone: +1 415-394-7200

For residents across California, especially those in the bustling San Francisco Bay Area, Moskowitz LLP is exceptionally well-suited to address a wide array of tax and business legal needs. Their convenient location in the heart of San Francisco's Financial District ensures easy accessibility for clients traveling from various parts of the region. What truly distinguishes Moskowitz LLP and makes them highly suitable for locals is their integrated approach, combining the expertise of tax attorneys, CPAs, and enrolled agents under one roof. This allows for a holistic and incredibly effective strategy in handling complex tax resolution, audit defense, and intricate business planning. The firm’s established reputation, decades of experience, and clear commitment to client satisfaction, as evidenced by positive testimonials regarding their work on complex issues like the Employee Retention Credit, instill confidence. For any Californian facing challenging tax dilemmas, requiring strategic business guidance, or seeking to protect their financial interests against governmental actions, Moskowitz LLP offers a powerful combination of specialized knowledge, proactive advocacy, and transparent service, making them a truly valuable local resource.