SLO: (805) 546-8785 | Paso Robles: (805) 226-4148

Tax Planning

Tax Law

Team: Dallas K. Mosier with the assistance of Lisa M. Perez, our corporate paralegal, and our trust and estate planning paralegal, Christina N. Garcia
Our tax attorneys provide comprehensive tax planning, representing both individuals and all types of businesses, to help clients reduce income tax liabilities.  After gaining an understanding of a client’s unique situation and objectives, we provide counsel on available planning options in a way that empowers our clients to make informed decisions including:

  • The formation, organization and incorporation of partner, member and shareholder transactions;
  • Dissolution and liquidation of an entity; and
  • Estate, trust and generation skipping tax planning.

*Note, at this time we are not taking tax controversy (audit or tax court) cases. We do have referral partners that do this work and would be happy to connect you.

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