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Our Smart Tax Strategies

Save You Money & Keep You Safe.

Our law firm provides tax strategy and tax defense services to businesses, business owners, and other successful people.

Read our case studies and see our results.

Our Smart Tax Strategies

Save You Money & Keep You Safe.

Being proactive about your taxes can help increase your net wealth by generating greater personal after-tax cash flow. Our strategies can help reduce or defer taxable income allowing you to enjoy the full benefits allocated by the tax code.

Our Smart Tax Strategies

Save You Money & Keep You Safe.

The most critical thing in an audit where a mistake has been made is to have a proactive strategy for how you are going to address the issue. You cannot control the cards you are dealt, but you can control the order in which you play them.

Our Smart Tax Strategies

Save You Money & Keep You Safe.

US V. NINE2FIVE LLC

In an IRS led investigation, our client avoided multiple tax charges carrying a maximum penalty of 45 years in prison. Client ultimately received no prison time.

Inc. 5000
Inc. 5000 2024 - 8 Legal

DRASTICALLY MINIMIZE TAXES

SUBSTANTIALLY LOWER RISK

ACHIEVE MAXIMUM RESULTS

Compliance Vs. Strategy

Elements of Tax Strategy

Our Thought Leadership Has Appeared In

No Matter How Complex

We Can Help You Immediately Resolve Any Tax Problem

California Income Tax

We designed this service to give people and business owners like you the support and expertise you need to go up against this California powerhouse.

Business Tax Optimization

We are proficient in the IRS tax codes and regulations, and our job is to help you optimize your taxes by all legal means.

Individual Tax Optimization

At Brotman Law, we thoroughly analyze your unique situation to design a personalized tax plan that maximizes your savings and minimizes your tax liability.

Residency & Multi-State Tax Issues

We take the guesswork out of residency issues, ensuring you understand and comply with all relevant regulations. Let us simplify your residency status so you can focus on what matters most.

Exit Planning and Other Corporate Transactions

At Brotman Law, we take pride in advising real estate developers and entities, professional services firms, and individuals on a range of transactions.

Real Estate and Investment Portfolio Optimization

We understand that strategic tax planning can mitigate tax burdens, allowing you to preserve more of your resources for growth and new investments.

Criminal Tax Defense

The repercussions of a criminal investigation by the state tax agency or IRS can be serious, including lengthy jail time. That is why you need a seasoned criminal tax attorney, knowledgeable on both the criminal process and the tax controversies involved, to defend you.

IRS Audits/Income Tax Audits

Going into an IRS audit alone is like approaching a boxing match with your hands tied behind your back. Find a trusted friend in Brotman Law who will guide you every step of the way.

California Sales, Use, and Excise Tax (CDTFA)

Let the attorneys at Brotman Law investigate the specifics of your case and develop a tax action plan that will protect your business.

California Payroll Tax (EDD)

What went wrong with your payroll filing? You may not have the answer you are looking for immediately, but a payroll tax audit attorney can make all the difference.

IRS Tax Debt Resolution

We offer tax relief services that can significantly reduce your tax liability, eventually saving you tens of thousands in fees, penalties, and interest tacked on by the IRS.

California Tax Debt Resolution

We take the time to appreciate and listen to your tax situation, and devise the best course of action to protect your property and finances.

Other State Tax Representation

Drawing on our extensive experience with aggressive state tax jurisdictions, we are well-equipped to guide clients through audits, negotiate payment plans, and secure penalty abatements.

Employee Retention Tax Credit Filings

It is essential to file with an established ERC law firm to protect your business from fraudulent claims and audits done on your behalf.

Employee Retention Tax Credit Audits

If your business has been contacted by the IRS for an audit, be sure that the original filing was done correctly or reach out to see how an ERC tax attorney can help you navigate through the audit process.

Employee Retention Tax Credit Appeals

Our compliance and controversy background, combined with our experience filing hundreds of ERC applications, makes us well informed on the laws and qualifications that go into the credit, and how to appeal IRS decisions.

International Tax Controversy and Compliance

Our attorneys have mastered the complexity of international tax law, and we leverage our expertise to uncover opportunities abroad, empowering your business to expand strategically and capitalize on global prospects.

Multi-State Tax Compliance & Representation

Our firm neutralizes multi-state tax risk by making compliance simple and cost-effective.

Divorce, Legal Separations, & Taxes

When it’s time to leave or separate, call Brotman Law; we resolve even the most challenging divorce tax issues cleanly and efficiently.

Cryptocurrency Tax Issues

Beyond compliance, we provide strategic insights to maximize savings and navigate regulatory changes confidently, safeguarding your assets.

Cannabis Tax Issues

We understand that navigating the complex landscape of cannabis tax issues can be difficult for dispensary owners, so we’re here to ensure your dispensary remains compliant, while optimizing any available tax savings.

Tax Promoter/Tax Shelter Issues

Our goal is to mitigate penalties, negotiate settlements, and safeguard your financial interests throughout the process.

Complex Tax Preparation

Our team considers your goals, financial situation, and the expectations of the IRS and state agencies to craft a tax strategy that optimizes your finances and reduces audit risks.

Our Clients Will Tell You: We Get Results.

“Through some of the most challenging and frustrating times of my life, Sam Brotman and his team were there to assure me everything would be alright.”

“With Hundreds and Thousand’s Dollars owed to the IRS, I thought there was no way I would pay it back, until I met Sam Brotman.”

“When you’re working with a law firm, you don’t know if you are going to have someone personable, but with Brotman Law, I was pleasantly surprised.”

“I really connected with my attorney, Lindsay, as she was the easiest person to work with and got us a great outcome.”

“Sahar was immensely patient in collecting information and proficient in documenting our case to the IRS, resulting in full abatement of penalties and interest.”

“We are deeply grateful for the knowledge and efforts of Sahar, Michael R. and their team at Brotman for delivering with a winning strategy.”

“Challenging the IRS alone felt like a daunting task.  Once we contacted Brotman and they laid out an action plan, we started to feel hopeful.”

“Everyone at Brotman Law was professional, responsive, friendly, and I felt safe working with them. I am more than happy with how my matter was resolved.”

“I would highly recommend Brotman Law to anyone looking for a firm. They are real problem solvers.”

“Anybody I know going through tax issues, I will send to Brotman Law!”

“I had a large tax debt & was terrified, but then Brotman Law wrote my innocent spouse appeal & it was accepted!”

“Brotman Law was very transparent and kept me informed throughout my entire matter.”

“The letter they wrote and how they proposed the innocent spouse is the reason my application got accepted!”

“Sam Brotman is an aggressive, smart and ethical tax attorney.”

“Brotman Law solved my tax problem and secured the long term financial future of my business and my family.”

“I highly recommend Brotman Law to anyone who is doing battle with IRS.”

“Sam’s team successfully closed our EDD case and got us an outcome I didn’t think was possible.”

“Brotman Law helped us reduce our potential liability by 97%!”

Tax Strategies, Case Studies, and Thought Leadership

Hundreds of $1,000,000s

Saved in Tax Penalties

100+

Appeal Victories

$1B+

Saved in Taxes

150+

Multimillion and billion-dollar corporate transactions

11+

Tax Services

400+

Clients represented in an audit

$160M+

in ERC Tax Credits

Push Play

Book a Free 15-Minute Assessment Call

Set up a quick call with our firm’s concierge to see if we’ll be able to help you. The whole process will take 15 minutes or less.

Brotman Law Featured in Inc. Magazine - Fastest Growing Law Firm in California