Business Details
19 Years
experience
We provide full-service tax representation through a team of tax attorneys, CPAs, and enrolled agents. Our offerings include tax resolution, tax preparation, tax audit representation, tax litigation, employee retention credits (ERC), accounting and bookkeeping services, estate planning, tax planning, business formation services, and criminal tax representation. We assist with tax collection matters using assertive legal strategies and prepare tax returns with a comprehensive understanding of each clients overall tax position. We also represent clients in IRS and state audits, which are becoming more intrusive, as well as in criminal tax investigations with serious potential consequences. We serve clients nationwide, including San Francisco, Los Angeles, and Salt Lake City.
Served areas
- We Serve Clients Nationwide, Including in San Francisco, Los Angeles, and Salt Lake City.
Details
- Year established: 2007
Highlights and features
- Experienced tax attorneys serving clients nationwide since decades
- Comprehensive tax resolution, audit defense, litigation, and planning services
- Aggressive legal representation for IRS and state tax matters
- Over thirty years experience in California tax law practice
- Strategic tax preparation and compliance for businesses individuals
- Personalized defense helping resolve complex tax issues efficiently
Associations and certifications
- BBB Accredited Business A+
Payment methods
- Cash
- Debit cards
- Credit cards
Services
Tax Resolution
We assist clients dealing with IRS and state tax agencies through dedicated resolution services. Tax disputes, enforcement risks, and outstanding liabilities are addressed with careful legal and accounting guidance. We pursue options such as compromise agreements, audit defense, and structured repayment solutions. Our team focuses on resolving current issues while helping prevent future tax complications.
Tax Preparation
We offer tax preparation services that focus on precision, compliance, and client support for both individuals and businesses. Our tax professionals manage the preparation process from document review through final filing. We ensure each return reflects applicable deductions, credits, and legal provisions. Our approach emphasizes accuracy while reducing the burden of tax season.
Tax Audit Representation Services
We provide IRS and state tax audit representation for individuals and businesses. Our experienced tax attorneys, CPAs, and enrolled agents protect your rights and reputation. We deliver comprehensive audit defense backed by decades of experience resolving complex tax matters. We address income, payroll, sales, and specialized audits to reduce risk and secure favorable results.
Tax Litigation
We assist clients in navigating IRS disputes and determining when Tax Court litigation is appropriate. Our experienced tax attorneys use litigation strategically to defend financial interests, address complex tax issues, and strengthen negotiating positions. While the IRS is a powerful authority, we provide structured legal representation aimed at achieving balanced and favorable resolutions.
Criminal Tax Defense
If IRS special agents make contact, we advise clients not to respond directly without legal representation. We establish privileged communication channels protected by attorney-client confidentiality. This helps prevent informal explanations or statements that could later be used as evidence. We also guide controlled responses to requests and inquiries throughout the investigation.
Estate Planning
Our estate planning services are structured to provide clarity, protection, and long-term organization of your assets. We assist in preparing essential documents including Wills, Trusts, Powers of Attorney, and Health Care Directives. This planning helps prevent probate delays, tax inefficiencies, and family disagreements. We focus on ensuring your estate is managed according to your instructions.
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Reviews (17)
Tim Cowell Noto
Jun 28, 2025
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Thank you to the entire Moskowitz Team! My ERC refund greatly exceeded my expectations. The entire process was expertly handled with superb communication and attention to every detail. Every call I made was answered, or returned in a timely manner. The staff is very professional, helpful, and thorough. I am extremely happy with the service I received. I recommend Moskowitz LLP 100% for handling any Tax situation.
Tim Cowell, CEO
Radiology Partners, LLC
Tim Cowell, CEO
Radiology Partners, LLC
Douglas McCormack
Jun 03, 2025
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At the last minute, I hired Moskowitz LLC to do my taxes as well as a previous year. They took care of it with flying colors! If you need the job done right and quickly, hire Moskowitz!
Dave McClung
May 27, 2025
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Great experience with the team at Moskowitz. Had a real mess with some back tax issues. Received excellent service from Mary and Carey who dug in and stayed with it until all issues were resolved! It was worth the money I paid them to work with the IRS on my behalf. Everything was resolved and I am personally relieved and happy to recommend their services.
Chris Cardamone
Apr 14, 2025
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WOW! Steve, Sheri, Mark, and Fengying have always provided the most fidelity, professional, concise, confident, and brilliant guidance. Superheroes sometimes don't always wear a cape - but look up to the sky in SF there are a few flying!
On The Go Transport
Feb 20, 2025
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The Moskowitz team are all very professional, they listen well, and they will understand your particular tax issues. They can design a specific tax plan for your needs as they did for me. Trust in their experience as I did."
Rob Wood
Feb 12, 2025
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I reached out to Moskowitz LLP for help pursuing ERC reimbursement from the IRS. I had no luck making any progress on my own, and although the government stopped processing for a considerable time, Moskowitz was able to leverage their contacts to expedite and ultimately resolve the long-awaited reimbursement. Very professional, responsive and capable, highly recommend them for any type of business matters that need legal help.
Rob Adamson
Jan 26, 2025
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I applied and was approved for 4 ERC payments and only received 3. I waited for approximately 1 year to get the final payment without success. I contacted Steves office frequently trying to get an answer of when I would get the final payment. I was offered an accelerated program that Steve suggested and I got my final payment in full before I even got the bill from my credit card company for the fee. All I can say is it was super quick and well with the extra fee to secure the paymentthanks to Steve and his staff!!
Rob A
Rob A
Laurie Fusia
Nov 12, 2024
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We started working with Moskowitz LLP for 2022 tax returns after coming out of the pandemic and having a really difficult time finding a new CPA. We are literally a Mom & Pop business and a very small account for a CPA firm. Moskowitz took us on and guided us through the COVID intricacies. I was having a terrible time switching to QuickBooks online and Zhanna Mironova held my hand and with patience and a lot of hard work got me through. I can't thank her and the whole team at Moskowitz enough!
Steven Sager
Sep 22, 2024
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As a real estate broker and attorney I had prior occasions to hear Moskovitz talk on tax matters in professional meetings. I therefore knew that as a CPA and attorney, he was knowledgeable. When I had a tax matter arise for a business entity I controlled, I contacted his tax law office. I initially thought the fee he quoted was a bit high. I went with the firm anyway . The results from their representation were fine and the amount of work they spent on the case justified the fee charged.
Bruce Conroy
Aug 31, 2024
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Want to give a Very High recommendation to Steve MoskowitzLLP and his staff - Jialin; Mary; and Sheri. They addressed my tax issues with outstanding results saving me a substantial amount of taxes due, far exceeding my expectations.
. They answered all my questions, concerns, and options and I will continue to utilize their professional services and expertise for all my past, present, and future tax matters.
. They answered all my questions, concerns, and options and I will continue to utilize their professional services and expertise for all my past, present, and future tax matters.
Haruto Schmidt
Apr 09, 2024
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I had no idea there was a reporting requirement for even a very modest asset held overseas until a friend mentioned there were big penalties if you dont file the right forms. The team at Moskowitz was very helpful and explained the IRS process to me in terms I could understand, giving me peace of mind, taking away a lot of stress and worry.
Andrew Martin
Mar 20, 2024
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Steve helped me overcome a massive financial issue in my household. I was frustrated and extremely scared about my tax problem and Steve was able to figure out every angle. After working with Steve, I knew he really cared about me and family. He called to check up on us and was always keeping us updated about our situation. I highly recommend Moskowitz LLP for their professionalism and attentiveness to our case. Thank You for everything.
Jeff Gota
Feb 20, 2024
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I recently used Moskowitz LLP for the employee retention credit (ERC) . Steve personally took my call and explained everything thoroughly. His staff was extremely helpful and professional through the whole process. I have received the money from the ERC and i am ecstatic. Thank you Steve for helping me with this. Based on my experience, I would highly recommend Moskowitz Llp.
JG
JG
Tony Rhein
Dec 09, 2023
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Steve has been a trusted resource for me and my family for over 10 years. He is very personable and can relate to ANY circumstance you might have because of his nearly 40 years of experience. What I appreciate most about Steve is that he took the stigma, or the fear out of the equation and helped me to realize that there is always a solution, and Steve always finds one.
Rob Goc
Nov 16, 2023
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Working with Steve Moskowitz has been amazing. I was having trouble figuring out who was a W2 employee and who were 1099 independent contractors. California makes it so confusing. Steve explained everything, not just from my perspective as a business owner, but also how the IRS sees it and gave me plenty of tax strategies moving forward. Thanks again, Steve!
Rocky May
Sep 15, 2023
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Steve and his team not only sorted through my personal tax issues, but those of my father's estate as well. They took a great load off my shoulders; thank you!
Dave McClung
Aug 28, 2023
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Steve Moskowitz and associates have done an excellent job with our taxes. We had some really substantial issues with not filing returns and some back taxes owed to the IRS. Steve and his team have really made us feel comfortable and have been solving one issue at a time in a way that has us feeling very comfortable. If you have issues, I would highly recommend the Moskowitz team!