Saratoga Tax Lawyers

John Erik Fraker
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John Erik Fraker
Saratoga, CA Tax Law Attorney with 25 years of experience
(800) 775-7612 14500 Big Basin Way
Suite K
Saratoga, CA 95070
Free ConsultationTax, Business, Estate Planning and Real Estate
Golden Gate University School of Law and University of Southern California Gould School of Law
John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...
Michael William Malter
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Michael William Malter
Santa Clara, CA Tax Law Lawyer with 44 years of experience
(408) 295-1700 2775 Park Ave
Santa Clara, CA 95050
Tax, Bankruptcy, Business and IP
Santa Clara University School of Law
Michael Malter is an accomplished California attorney, advocating for clients in Bankruptcy, Business, Intellectual Property, Landlord Tenant, Real Estate and Tax Law matters. With over 40 years of experience, he has been recognized as a Certified Specialist in Bankruptcy Law by the California State Bar. Michael is committed to providing comprehensive and personalized representation focused on attaining the best possible outcomes.

Michael, a native of Long Island, New York, has been a resident of California since 1977. He currently lives in Saratoga with his two daughters and labradoodles. Outside of work, Michael can be found hiking and traveling. Additionally, he deems...
Bernard Vogel III
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Bernard Vogel III
San Jose, CA Tax Law Attorney with 41 years of experience
(408) 573-5700 One North Market St.
Suite 200
San Jose, CA 95113
Tax, Business and Securities
Santa Clara University School of Law and University of California - Los Angeles
Bernie Vogel is a shareholder and the CEO and President of Silicon Valley Law Group. His practice emphasizes complex corporate transactions, investment financings, mergers and acquisitions, as well as the formation and maintenance of partnerships and limited liability companies. He provides ongoing business counseling to a variety of entities, ranging from venture capital firms and start up high tech and biotech companies. Advices on directors & officers liability, corporate governance, stock option plans, licensing, and contracts, as well as advice on complex tax issues with respect to transaction structuring, entity formation, reorganizations, and business succession planning. Before practicing law, Bernie...
Heinz Binder
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Heinz Binder
Santa Clara, CA Tax Law Attorney with 45 years of experience
(408) 295-1700 2775 Park Ave
Santa Clara, CA 95050
Tax, Bankruptcy, Business and Real Estate
Santa Clara University School of Law
Mr. Binder has over 35 years of experience representing businesses and individuals as debtors or creditors in all types of bankruptcy matters and corporate restructuring. In addition to his considerable bankruptcy experience, Mr. Binder frequently represents businesses and individuals in real estate and business matters, collection and collection defense, and commercial law disputes. Mr. Binder’s practice also includes asset protection planning, creditor negotiations and workouts, debtor-creditor rights, tax disputes, bankruptcy appeals, and representing under-insured defendants in settlement negotiations and mediations.

Mr. Binder is active in the local Silicon Valley community, frequently lecturing on bankruptcy and related topics such as asset protection...
Clarence Joseph Ferrari Jr
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Clarence Joseph Ferrari Jr
San Jose, CA Tax Law Lawyer with 64 years of experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Tax, Business and Estate Planning
Stanford University
Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.
John David Teter
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John David Teter
San Jose, CA Tax Law Lawyer with 42 years of experience
(408) 866-1810 1361 S Winchester
Suite 113
San Jose, CA 95128
Tax, Business, Estate Planning and Real Estate
Golden Gate University School of Law and Santa Clara University School of Law
As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...
Camelia Mahmoudi
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Camelia Mahmoudi
San Jose, CA Tax Law Lawyer
(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126
Tax, Elder, Estate Planning and Family
Santa Clara University School of Law and Golden Gate University School of Law
Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.
John Matthew Wunderling
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John Matthew Wunderling
San Jose, CA Tax Law Lawyer with 25 years of experience
(408) 280-0535 333 W Santa Clara Street
Suite 700
San Jose, CA 95113
Tax, Business and Estate Planning
Gonzaga University School of Law and Golden Gate University School of Law
John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.
Nicholas Ruben Rosado
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Nicholas Ruben Rosado
San Jose, CA Tax Law Attorney with 12 years of experience
(408) 217-2476 111 North Market Street
Suite 300
San Jose, CA 95113
Free ConsultationTax
Fordham University School of Law
Expert, professional federal tax representation. Nicholas Rosado represents individuals, businesses, and organizations in all phases of federal tax controversy and compliance. He represents clients for IRS investigations, audits, appeals, and tax litigation services to releasing levies, setting up installment agreements, and making offers in compromise. Mr. Rosado also advises clients on the federal tax ramifications of business or nonprofit formations, transactions, and dissolutions. Mr. Rosado has an unparalleled breadth of legal experience having both represented mid-size and large businesses at a private law firm, and represented the government as a Senior Attorney for the IRS Office of Chief Counsel.
Lisa Intrieri Caputo
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Lisa Intrieri Caputo
San Jose, CA Tax Law Lawyer with 32 years of experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Tax, Business and Estate Planning
Santa Clara University
Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.
Yoshito Yamamoto
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Yoshito Yamamoto
Sunnyvale, CA Tax Law Lawyer with 18 years of experience
(408) 660-3928 1250 Oakmead Parkway
Suite 210
Sunnyvale, CA 94085
Free ConsultationTax, Business, Employment and Securities
Ms. Lucy Zheng
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Ms. Lucy Zheng
San Jose, CA Tax Law Attorney with 12 years of experience
(408) 638-7006 800 N. 1st St., Suite 201
San Jose, CA 95112
Free ConsultationTax, Bankruptcy, DUI & DWI and Divorce
Loyola Law School, Los Angeles
Lucy Zheng is a California licensed attorney, experienced in individual tax debt relief, DUI law, family law, personal bankruptcy filings, and tenant evictions. Prior to forming her own practice, Lucy worked at a law firm handling multiple client cases all throughout Northern California. She witnessed the strengths and weaknesses of a larger law firm, and thus determined she could best provide her clients with the personalized attention and service that they deserve by starting her own practice. Lucy received her Bachelor of Arts degree in Political Science with an emphasis on Public Law in only 3 years, from the University of...
Dixon Ray Howell
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Dixon Ray Howell
San Jose, CA Tax Law Lawyer with 56 years of experience
(408) 979-7800 1800 Hamilton Ave, Suite 240
San Jose, CA 95125
Tax, Business, Estate Planning and Real Estate
UC Berkeley School of Law Boalt Hall
Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.
Tamara Beth Pow
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Tamara Beth Pow
San Jose, CA Tax Law Lawyer with 27 years of experience
(408) 478-4100 1 Almaden Blvd
700
San Jose, CA 95113
Tax, Business and Real Estate
UC Davis School of Law King Hall and University of California, Davis, School of Law
Aaron Flinn
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Aaron Flinn
San Jose, CA Tax Law Attorney with 19 years of experience
(408) 286-9800 70 South First Street
San Jose, CA 95125
Tax
Roger Royse
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Roger Royse
Menlo Park, CA Tax Law Attorney with 39 years of experience
(650) 813-9700 149 Commonwealth Drive
Suite 1001
Menlo Park, CA 94025
Free ConsultationTax and Business
New York University School of Law and University of North Dakota School of Law
Roger Royse, the founder of the Royse Law Firm, works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries, including technology, entertainment and new media, sports, real estate and agri-business. Roger regularly advises on complex tax structuring, high stakes business negotiations and large international financial transactions. Practicing business and tax law since 1984, Roger’s background includes work with prominent San Francisco Bay area law firms as well as Milbank, Tweed, Hadley and McCloy in New York City. Roger is active in leadership roles with several bar associations, including the following: ...
Janet Lee Brewer
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Janet Lee Brewer
Palo Alto, CA Tax Law Attorney with 49 years of experience
(650) 325-8276 2501 Park Boulevard - Suite 100
Palo Alto, CA 94306
Tax, Estate Planning and Probate
Golden Gate University and University of Denver Law School
Janet L. Brewer is the principal of the Law Office of Janet L. Brewer, which has its headquarters in Los Altos, California. Janet serves clients throughout the Bay Area and Silicon Valley. She is certified by the California State Bar Board of Legal Specialization as an estate planning and probate specialist – one of fewer than 100 practicing in Santa Clara County and fewer than 1,100 practicing in California (out of over 250,000 lawyers statewide). Janet has deep experience with complex estate planning situations. In her international estate planning practice, she helps non-resident aliens, visa holders, “green card” holders and other international...
John C.  Martin
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John C. Martin
Menlo Park, CA Tax Law Lawyer with 15 years of experience
(650) 329-9500 1145 Merrill St.
Menlo Park, CA 94025
Tax, Business, Estate Planning and Probate
Boston College Law School
Attorney John Martin advises individuals, families, and businesses in the areas of legacy planning, wealth preservation, estate & business succession planning, and estate administration. Our law firm focuses exclusively on legacy planning, wealth preservation, estate and business succession planning, and estate administration. Our trust and estate planning services enable clients to protect their spouse's or child's s inheritance from creditors and predators, maximize control over their assets during their lifetime, benefit charities, and effectively transition their business to the next generation. Through an ongoing client maintenance program, we provide peace of mind that a client's goals will not...
Liza Weiman Hanks
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Liza Weiman Hanks
Mountain View, CA Tax Law Attorney with 27 years of experience
(650) 237-7221 2570 W El Camino Real
#400
Mountain View, CA 94040
Tax, Estate Planning and Probate
Stanford Law School
I am a Certified Specialist in Estate Planning, Trust Administration and Probate Law. Based in Mountain View, I offer Flat Fee pricing for your legal needs.

I am committed to empowering my clients to create an estate plan or settle an estate in a convenient, efficient, and pleasant manner. With over 20 years of experience, I love helping clients protect loved ones and attain peace of mind.

A mother of two children, my practice is dedicated to making a positive difference for families and children.
Mark R. Figueiredo
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Mark R. Figueiredo
San Jose, CA Tax Law Lawyer with 29 years of experience
(408) 441-7500 1754 Technology Dr
Suite 135
San Jose, CA 95110
Tax, Business, Employment and Landlord Tenant
Golden Gate University School of Law
Michael D. Larsen
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Michael D. Larsen
Palo Alto, CA Tax Law Lawyer with 38 years of experience
2nd Floor
530 Lytton Avenue
Palo Alto, CA 94301
Tax, Business, Estate Planning and Securities
University of Chicago
I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.
Heather Ledgerwood
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Heather Ledgerwood
Palo Alto, CA Tax Law Lawyer with 18 years of experience
(650) 321-8722 228 Hamilton Avenue, Suite 325
Palo Alto, CA 94301
Tax, Education and Estate Planning
Golden Gate University School of Law and Golden Gate University School of Law
Michael Wiesner
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Michael Wiesner
Palo Alto, CA Tax Law Attorney
(650) 813-9700 1717 Embarcadero Road
Palo Alto, CA 94303
Tax
Santa Clara University
Michael Wiesner practices in the firm's tax and M&A groups. His work includes a focus on corporate transactions and cross-border entity structuring. He regularly advises on the tax aspects of multi-step mergers and acquisitions, including Internal Revenue Code section 351 investments in conjunction with mergers, section 355 spin-offs in conjunction with acquisitions, and complex sale/redemption structures. His other interests include the US tax consequences of foreign employers' Incentive Stock Option (ISO) plans, the tax aspects of stock grants under section 83, and private equity fund tax structuring. Mr. Wiesner's clients include individuals and businesses located in the US, India, Switzerland,...
William Richard Conklin
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William Richard Conklin
Redwood City, CA Tax Law Lawyer with 61 years of experience
(650) 361-1163 643 Bair Island Rd
Ste 200A
Redwood City, CA 94063
Tax, Business, Estate Planning and Securities
University of California, Hastings College of the Law
Robert Noel Grant
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Robert Noel Grant
Palo Alto, CA Tax Law Lawyer with 52 years of experience
(650) 614-3800 525 University Ave
Palo Alto, CA 94301
Tax and Estate Planning
Stanford Law School
Stephen Benda
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Stephen Benda
Menlo Park, CA Tax Law Attorney with 37 years of experience
(650) 323-6600 750 Menlo Avenue
Suite 350
Menlo Park, CA 94025
Free ConsultationTax, Bankruptcy, Business and Collections
Andrew D. Allen
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Andrew D. Allen
Menlo Park, CA Tax Law Attorney
(650) 474-1854 750 Menlo Ave
Suite 250
Menlo Park, CA 94025
Tax
James Julio Rodriguez
Cupertino, CA Tax Law Lawyer with 45 years of experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Tax, Elder, Estate Planning and Real Estate
Santa Clara University School of Law, Golden Gate University and Santa Clara University School of Law
Amir AtashiRang
Palo Alto, CA Tax Law Attorney with 20 years of experience
2600 El Camino Real
Palo Alto, CA 94306
Tax, Consumer, Estate Planning and Securities
University of California College of the Law, San Francisco
Mr. Matthew J. Tuller
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Mr. Matthew J. Tuller
San Francisco, CA Tax Law Attorney with 13 years of experience
(415) 625-0773 100 Pine Street, Ste 1250
San Francisco, CA 94111-5235
Tax, Estate Planning and Probate
Golden Gate University School of Law
The Law Office of Matthew J. Tuller is a boutique estate planning and trust settlement law firm that serves Marin County and the greater San Francisco Bay Area by providing a diverse clientele with highly customized planning & settlement solutions. Founding Partner Matthew J. Tuller, Esq. focuses on developing substantive, meaningful relationships with each client. We believe that there is no higher compliment than when an existing client or allied professional refers someone they care for to our firm. Going above and beyond to provide services that people want and need produces happy clients, which gives us both satisfaction and...
Victor J. Yoo
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Victor J. Yoo
Oakland, CA Tax Law Lawyer with 30 years of experience
(888) 553-8000 1300 Clay St #600
Oakland, CA 94612
Tax, Bankruptcy, Business and Estate Planning
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
Christina Weed
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Christina Weed
San Francisco, CA Tax Law Lawyer with 15 years of experience
(925) 953-2920 201 Spear Street
Suite 1100
San Francisco, CA 94105
Tax, Business, Estate Planning and Probate
University of San Diego School of Law and Whittier Law School
Christina Weed understands the complex life demands and goals of her clients. Christina also understands that most of the time it is not possible to completely separate family life from business. Clients need an integrated plan that covers all of their family, business, tax, and estate planning concerns. Christina has dedicated the past thirteen years to the study and practice of law, taxation, business, accounting, and estate planning and uses this knowledge to consult with her clients in business, tax and estate planning matters. Christina is a licensed attorney with an LL.M. in Taxation from the...
Jason Jay Galek
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Jason Jay Galek
San Francisco, CA Tax Law Attorney with 18 years of experience
(415) 429-4175 100 Pine Street
Suite 1250
San Francisco, CA 94111
Tax
Golden Gate University School of Law and University of the Pacific, McGeorge School of Law
Board-certified tax specialist with extensive experience guiding individuals and businesses through federal and California tax planning, employment tax matters, and international tax issues. I navigate complex tax disputes (audits, litigation, appeals) with expertise and focus on delivering proactive solutions meticulously tailored to achieve each client's optimal outcome. Contact me for a complimentary half-hour consultation to discuss your tax needs.
Gene Takagi
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Gene Takagi
San Francisco, CA Tax Law Attorney with 22 years of experience
(415) 977-0558 535 Mission St.
14th Floor
San Francisco, CA 94105
Tax and Business
UCLA
Gene Takagi is the managing attorney of NEO Law Group, contributing publisher of the Nonprofit Law Blog, and a part-time lecturer at Columbia University. At NEO, Gene has represented over 800 nonprofit organizations on corporate, tax, and charitable trust law matters. Gene is a popular writer on nonprofit legal topics and has been published by The New York Times, The Nonprofit Quarterly, The Chronicle of Philanthropy, The Nonprofit Times, Taxation of Exempts, EO Tax Journal, and ALI-ABA. He is also a popular speaker who has presented at conferences for Independent Sector, BoardSource, NAAG/National Association of State Charity Officials, CalNonprofits, the...
Alexander Kugelman
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Alexander Kugelman
San Francisco, CA Tax Law Lawyer with 16 years of experience
(888) 498-8090 2 Embarcadero Center
8th Floor
San Francisco, CA 94111
Tax, Business and Estate Planning
Chapman University Fowler School of Law
Alexander Kugelman is an attorney concentrating on tax controversies, domestic and international tax compliance, and tax collection defense. Mr. Kugelman counsels and represents individuals, small businesses, and estates.

His experience includes four years of federal government court experience at the U.S. Tax Court and a U.S. District Court. That background blends substantive tax law knowledge with administrative and litigation experience. This unique combination differs from that of an accountant or a general practitioner attorney.

Kugelman Law was created as an alternative to overpriced law firms and disreputable tax resolution companies.

Alexander was motivated to start his firm while working at the U.S. Tax...
L. Randolph Harris
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L. Randolph Harris
San Francisco, CA Tax Law Attorney with 45 years of experience
(415) 984-9658 2 Embarcadero Center
5th Floor
San Francisco, CA 94111
Tax and Business
Georgetown University Law Center and Gonzaga University School of Law
L. Randolph Harris is a partner in JMBM's San Francisco office who works with a broad array of privately held companies and their owners on business and tax matters. Randy advises clients with regard to business transition, taxable and tax deferred mergers and acquisitions, joint ventures, restructuring, integrated tax planning, federal and state tax controversy resolution, and real estate transactions. Randy's experience includes counseling mature companies on operations, business transactions and mergers and acquisitions and counseling emerging and growth companies on business organization, financing and operations. He advises on income tax planning for individuals, partnerships and corporations and also advises...
Jeffrey Scott Hall
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Jeffrey Scott Hall
Pleasant Hill, CA Tax Law Attorney with 20 years of experience
(925) 230-9002 3478 Buskirk Avenue, Suite 1000
Pleasant Hill, CA 94523
Free ConsultationTax, Elder, Estate Planning and Probate
John F Kennedy Univ School of Law
Local Estate Elder Law Planning Attorney
Long term Pleasant Hill resident, Jeffrey Hall, didn’t follow the traditional path to the practice of law. Indeed, attorney Hall grew up in central Los Angeles, and in a time when there was no expectation that he would attend college; and law school was simply not an option. However, after completing his bachelor’s degree in Economics from Saint Mary’s College, he volunteered with the Air Force in 1981 and served for 9 years, both reserve and active. Upon returning to California, he and his wife made Pleasant Hill their home and have...
Patricia Ann Rowe
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Patricia Ann Rowe
Concord, CA Tax Law Attorney with 23 years of experience
(925) 256-1000 1401 Franquette Ave.
Suite A-3
Concord, CA 94520
Tax, Business, Estate Planning and Family
Golden Gate University School of Law
I am also a Certified Public Accountant and have been doing tax work in the Bay Area for 30 years. I specialize in helping people and businesses pay as few taxes as possible without getting audited. In the estate planning area I help people preserve their property for their families and pay as few estate taxes as possible. I also am the Probate Doctor who can help fix impossible situations when estates are stuck in the quagmire of California Probate.
Carlos Scott Lopez
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Carlos Scott Lopez
San Carlos, CA Tax Law Attorney with 17 years of experience
(415) 287-0719 231 Manor Dr
San Carlos, CA 94070
Free ConsultationTax, Estate Planning and IP
Yale Law School
Human / Civil Rights Attorney working with clients in the public and private spheres for over 25 years in over 75 countries. Significant experience serving non-profits in the public health and international development spheres assisting refugees, asylum seekers, and those suffering from various forms of trauma. Particular focus on LGBTQ and non-binary clients with legal / personal concerns related to gender expression and its effects and helping spearhead international initiatives addressing the same.

Current Director of the Gamelan Council - Asia-Pacific Public Health, Microfinance, and Development Center. Previous experience includes working as a primary care clinician / rural health officer for...
Jeffrey Burton Kahn
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Jeffrey Burton Kahn
San Jose, CA Tax Law Attorney with 35 years of experience
(866) 494-6829 2033 Gateway Place, Suite 500
San Jose, CA 95110
Tax and Cannabis Law
University of Miami School of Law and University of Miami School of Law
The Law Offices Of Jeffrey B. Kahn, P.C. are uniquely qualified in tax. Is the IRS breathing down your neck and sending you intimidating notices and telephone calls? Are you having tax problems? Is the IRS filing liens, garnishing your wages, levying assets, and devastating your financial and personal life? IRS tax debts require immediate action. Don’t put off dealing with tax debts; inaction could be very expensive. Instead, consider professional IRS help. The Law Offices of Jeffrey B. Kahn, P.C. are uniquely qualified in tax, probate, trust, and business law. We can provide responsive, proactive...

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