Moskowitz LLP

For individuals and businesses across California, navigating the intricate world of taxes can be one of the most daunting and complex challenges. From understanding ever-changing federal and state regulations to resolving disputes with tax authorities, the need for expert guidance is paramount. When facing tax-related concerns, whether it's delinquent taxes, an IRS audit, or complex tax planning, having a reputable and experienced firm by your side can provide immense relief and lead to favorable outcomes. In San Jose, California, Moskowitz LLP stands as a leading authority, renowned for its comprehensive tax law and accounting services.

Moskowitz LLP was founded by tax attorney Steve Moskowitz, who, with nearly two decades of experience, became deeply committed to rectifying injustices he observed in the tax arena. His vision was to bring the sophisticated tax strategies often reserved for Fortune 500 companies to individuals and small business owners. This foundational principle means that Moskowitz LLP approaches every client's case with a dedication to identifying maximum tax savings and effective resolutions, regardless of the client's size or complexity of their issue. They understand that tax trouble can significantly impact lives and livelihoods, and their mission is to alleviate that burden.

The firm prides itself on a multi-disciplinary team approach, comprising not only tax attorneys but also CPAs, enrolled agents, paralegals, bookkeepers, and other specialized professionals. This unique hybrid structure allows them to offer a holistic suite of services that goes beyond mere legal defense. From meticulous tax preparation and strategic tax planning to aggressive representation in tax disputes and court, Moskowitz LLP is equipped to handle a vast array of tax-related matters. As one grateful client shared, "I really appreciate the staff at Moskowitz law firm for helping me with my delinquent taxes. Everyone was professional, and the letters from the IRS have stopped. Thank you!" This dedication to professionalism and results makes them a trusted partner for anyone in California seeking clarity and resolution in their tax affairs.

Moskowitz LLP has a key presence in San Jose, California, making their expert tax and accounting services readily accessible to individuals and businesses throughout the Silicon Valley and wider Bay Area. Their San Jose office is conveniently located at 2150 N First St 4th Floor, San Jose, CA 95131, USA. This prominent address is situated within a modern business complex on North First Street, a major artery providing excellent connectivity. For those traveling by car, the location offers straightforward access from various parts of San Jose and neighboring cities, with available parking typically making visits hassle-free. The building's presence on the 4th Floor indicates a professional and established office environment. Additionally, the area is well-served by public transportation, including VTA light rail and local bus routes, ensuring that clients relying on transit can easily reach the firm. This strategic and accessible location underscores Moskowitz LLP's commitment to serving the local California community with convenience and professionalism, ensuring that top-tier tax expertise is within reach.

Moskowitz LLP offers a comprehensive range of tax law and accounting services, designed to address the diverse needs of individuals and businesses facing federal and state tax challenges. Their multi-disciplinary team provides integrated solutions for complex financial and legal situations. Key services include:

• Tax Preparation: Expert preparation of various tax returns, including individual, corporate, estate & trust, and business tax returns, ensuring accuracy and compliance with all relevant tax codes. They also assist with unfiled and past due tax returns.
• Tax Resolution: Specializing in resolving complex tax problems with federal and state agencies, including the IRS, California Franchise Tax Board (FTB), California Employment Development Department (EDD), and California Department of Tax & Fee Administration (CDTFA). This includes addressing bank levies, tax liens, wage garnishments, and other collection actions.
• Tax Audits: Providing robust representation and guidance for individuals and businesses undergoing tax audits, helping to navigate the process, respond to inquiries, and defend against adverse findings.
• Offer in Compromise (OIC) & Payment Plans: Negotiating with tax authorities to reduce tax liabilities through an Offer in Compromise or establishing manageable installment agreements for unpaid taxes.
• Tax Court Representation: Representing clients in tax court for disputes that cannot be resolved administratively, ensuring aggressive advocacy in litigation.
• Criminal Tax Defense: Offering experienced legal defense for individuals and businesses facing criminal tax investigations or charges, working to prevent charges or provide strong representation in court.
• Tax Planning: Developing strategic tax planning solutions for individuals and businesses to minimize tax liabilities legally, including international tax planning, estate tax planning, and business tax optimization.
• Accounting Services & Bookkeeping: Providing essential accounting and bookkeeping services to ensure accurate financial records, which is crucial for tax compliance and business management.
• Business & Taxation Matters: Advising businesses on various tax implications related to their operations, transactions, and structuring, ensuring compliance and tax efficiency.
• Employee Retention Credit (ERC) Assistance: Guiding businesses through the complex process of claiming the Employee Retention Credit.

Moskowitz LLP distinguishes itself through several key features and highlights that underscore its expertise, client commitment, and reputation in the tax and accounting landscape:

• Hybrid Team of Attorneys, CPAs, and Enrolled Agents: The firm's unique structure, combining tax attorneys with certified public accountants (CPAs), enrolled agents, and other professionals, allows for a comprehensive, multi-faceted approach to tax problem-solving. This means clients benefit from both legal and accounting perspectives.
• Extensive Experience: With over 30 years in practice, and founder Steve Moskowitz's nearly two decades of experience, the firm has handled "tens of thousands of tax matters on both the federal and state tax levels," demonstrating a wealth of practical knowledge.
• Focus on Tax Resolution and Litigation: Moskowitz LLP is particularly strong in resolving complex tax disputes, including representation against the IRS, FTB, EDD, and CDTFA, as well as in tax court and criminal tax investigations. They are known for their "swift and vigorous defense."
• Client-Centric and Professional Service: As evidenced by client testimonials, the staff is consistently described as "professional" and helpful, ensuring that "the letters from the IRS have stopped." This highlights their effectiveness in achieving client peace of mind.
• Strategic Tax Planning Expertise: Beyond resolving past issues, the firm focuses on proactive tax planning, aiming to help clients "reap the same tax savings as the Fortune 500" by leveraging their deep knowledge of the tax code.
• Aggressive and Diligent Advocacy: The firm's lawyers are described as being "as aggressive as they can be within the bounds of the law," dedicated to fighting for their clients' livelihoods and personal lives while resolving tax problems.
• Commitment to Cost Efficiency: Moskowitz LLP "prides itself on providing personalized, realistic, and practical solutions for individuals and companies worldwide – working diligently to keep our client's costs to a minimum."
• Broad Geographic Reach: While based in California, they represent clients "across the country and around the globe," showcasing their ability to handle diverse and international tax matters.

Moskowitz LLP is dedicated to providing accessible and high-value services to individuals and businesses facing tax challenges. While specific time-limited "promotions" are not explicitly advertised beyond their core service offerings, the firm often emphasizes valuable resources and initial engagements designed to benefit prospective clients. For instance, Moskowitz LLP has historically offered free reports or analyses to help individuals and businesses understand their potential tax planning opportunities. This approach allows prospective clients in California to gain initial insights into their tax situation and possible solutions without an upfront financial commitment. Their commitment to transparency and client education is a core tenet, which, while not a discount, serves as a significant benefit. By focusing on identifying and leveraging legal tax savings, the firm's inherent value proposition is to help clients save money in the long run through strategic planning and effective resolution of delinquent taxes. This commitment to delivering measurable financial benefits through their expertise acts as a continuous "special offer" for clients seeking to optimize their tax position or resolve pressing tax issues.

For individuals and businesses in California seeking expert tax and accounting services, contacting Moskowitz LLP is straightforward and convenient. Their San Jose office is located at 2150 N First St 4th Floor, San Jose, CA 95131, USA. You can reach their dedicated team by phone at (415) 394-7200. For mobile inquiries or an alternative contact, the same number, +1 415-394-7200, can be used. These contact details ensure that current and prospective clients can easily get in touch to discuss their tax issues, schedule a consultation, or inquire about the wide range of services offered by Moskowitz LLP. The firm is committed to being responsive and accessible to the local California community, providing clear pathways to expert tax assistance.

For residents and businesses across California, especially within the complex financial ecosystem of the Silicon Valley, Moskowitz LLP presents an exceptionally suitable and highly advantageous choice for all tax and accounting needs. The intricacies of federal and state tax laws in California can be overwhelming, and having a local firm with deep, specialized expertise is invaluable. Moskowitz LLP's San Jose location ensures easy accessibility for locals, making consultations and ongoing communication convenient and stress-free.

What truly sets Moskowitz LLP apart as ideal for Californians is their unique blend of legal and accounting proficiency. With a team comprised of tax attorneys, CPAs, and enrolled agents, they offer a holistic approach that general accounting firms or law practices might miss. This integrated expertise is crucial for navigating everything from basic tax preparation to complex audits, delinquent taxes, and strategic tax planning, which are common concerns for both individuals and businesses in a high-tax state like California. The strong positive feedback from clients, like the one who praised their professionalism and effectiveness in stopping IRS letters, underscores their commitment to tangible results and client peace of mind.

Furthermore, their mission to apply Fortune 500 tax strategies to everyday individuals and small businesses means that locals can benefit from sophisticated tax planning that aims to minimize liabilities and maximize savings—a significant advantage in California's economic landscape. Their aggressive yet professional approach to resolving tax disputes, coupled with their focus on keeping client costs to a minimum, makes them a practical and reliable partner. For any Californian seeking expert, comprehensive, and compassionate guidance to navigate their tax obligations or resolve challenging tax problems, Moskowitz LLP offers the peace of mind and strategic advantage that only a truly specialized and client-focused firm can provide.