(408) 459-8427
(650) 918-6841
will@lewisllp.com

Attorney Tax Services

Our lawyers take pride in harnessing the tax code to help small and medium-size law firms achieve the best after-tax results for their clients. We respect the relationship that lawyers have with their clients, and we want to help you foster that relationship by squeezing every last dime out of transactions and litigation for your clients.

We offer flexible payments terms and efficiently priced services in a number of different practice areas. We don’t want to charge your clients if there is nothing we can do for them. We have assisted attorneys in getting the best possible results for their clients in the following practice areas:

  • Litigation:
    • Tax-Advantaged Complaint Drafting Consulting. The IRS generally takes the position that the complaint dictates the tax treatment of litigation proceeds. Your client’s ultimate tax liabilities are dictated by how the complaint is drafted. We offer complaint consulting services to make sure that your complaint will give your client the best result possible.
    • Casualty Claims and Getting Big Refunds for Your Clients Before Litigation is Complete. We have also assisted plaintiffs in maximizing their after tax results by filing for tax refunds that clients’ CPAs were not aware of.
    • Structured Settlement Consulting. And we can help defendants in mediation by analyzing and clearly explaining to plaintiffs why a structured settlement could be a better deal for them.
  • Family Law:
    • Innocent Spouse Relief. If your client has a large tax debt and they are currently in divorce proceedings, then we can overcome California’s community property laws and make the truly responsible spouse pay their tax debts regardless of whether the couple filed jointly or separately.
    • Tax-Advantaged Business Transfer Planning.
  • Business & Corporate Transactions:
    • Inbound and Outbound Transactions. If your firm doesn’t have tax attorneys, then we can advise you and your clients on the most tax-advantaged form of the transaction. We respect your relationship with your client.
    • Mergers & Acquisitions. We offer depth of knowledge into the tax aspects of mergers and acquisitions, and we can help you choose the best form of transaction for your clients and advise them on the tax consequences of the transaction.
  • Estate Planning:
    • Gift & Estate Tax Returns. We can assist you and your clients to prepare gift and estate tax returns, including Form 709.

If you need a little extra expertise to help your clients get their best possible result, then give us a call or an email. We’re here to assist.