Value Proposition

PEOPLE DO BUSINESS WITH PEOPLE

We believe the value of our Firm and its services is best captured and understood within the context of who we really are as people.

SAVE YOU MONEY

We save you money in the current tax year and create savings that will undoubtedly send a ripple through the coming years. In the long run, thousands of dollars will grow to hundreds of thousands, then millions in savings.

GREATER WEALTH

We help you keep more money in your pockets for investing, saving, or anything else that contributes to a good life. Our attorneys strive to reduce your lifetime tax liability by implementing different legal tax optimization strategies.

PEACE OF MIND

We work with you to ensure every item is correctly captured on your tax returns allowing you to enjoy greater peace of mind.

Overview

Let’s face it: No one grows up wanting to become a tax attorney. Being a tax attorney, though, has been one of the great pleasures of my life, because it allows me to have discussions with our clients about how they use their financial resources to achieve their personal, professional, and financial goals. In doing so, we understand them more as people and can provide more value to their lives by helping them achieve what they really want. With the understanding that we will never be able to help everyone, we want to provide as much value as possible to those within our orbit.

Our Philosophy

Why Do You Need a Tax Attorney?

We will aggressively work to defend and protect your interests.

What Else Should I Know?

Advocates Who See The Playing Field and Deliver Results That Really Matter to Our Clients

The tax tail does not wag the dog. You can hire anyone to help you save money in taxes or solve your tax problems. The value that we provide as an organization goes beyond something that is purely transactional and strives to deliver real results for our clients. Having a better understanding of your situation allows us to help you and your business achieve the real objectives.

Authentic. We Meet People Where They Are – Unwavering Partnership and Empathy

We are authentic in who we are and in the practice of what we do. Providing professional service is an inherently personal exercise and so our Firm strives to create an unwavering partnership where empathy guides our every action. We meet you where you are and help you get to where you want to be by offering tailored legal and tax solutions that reflect your life’s ambitions and challenges.

Clear Communicators Who Value Transparency and Trust

We guarantee transparency and trust, from the first conversation to the closing letter in your file (and beyond). We do not make decisions for people but rather make sure that they have enough information (with our recommendations) to make the best decisions for themselves. You will always know where you stand with us, and we always want to know where we stand with you, as clear, honest communication is critical to safeguarding you and addressing what you really need from our partnership.

Wide-Ranging or “One Size Fits All” Legal/Tax Services

While comprehensive in what we do within our niche, we are not a jack of all trades. Our focus is sharp and specialized, ensuring depth over breadth. We go beyond your tax problems to solve all your problems, but that does not mean that we do everything ourselves. We stay in our lane, strive to be the best in our lane, and similarly have a wide network of like-minded others that we develop, cultivate, and prune for the benefit of our clients.

A Waste of Your Money

Providing exceptional value through unparalleled service and hiring those who are the best at what they do comes at a cost. Your patronage is matched with our commitment to continually invest in making our Firm better.

We believe in quality and do not cut corners. However, we equally believe in analyzing the cost/benefit and managing client resources as efficiently as possible. We control and drive costs down through efficiency and by creating innovative ways to work around a variety of budgets to resolve client cash flow challenges. We are really good at it, and you can read about our pricing here.

A Waste of Your Time

Brotman Law is a goal-oriented law firm and not an easy solutions-oriented one. We promise thorough, lasting solutions, not quick fixes. Tax matters can be complex and resolving them properly takes time and diligence, ensuring lasting benefits over temporary relief.

Our approach is to bifurcate a problem into short-term and long-term. We work immediately to get a short-term solution in place so we can focus on the long-term objectives that the client has and put a permanent resolution in place. This contrasts with those who pretend that the short-term solution is the long-term answer and focus on having a transactional relationship with their clients. Even after the engagement ends, we pride ourselves on remaining a long-term resource for whatever our clients need, tax or otherwise.

Taxes are one of the biggest expenses that we have and the opportunities to optimize them often get neglected. Too often, people mistake the tax reporting process as going to their CPA every year. There are other levels of tax optimization, which a tax attorney can point out and put into place.

We designed our tax optimization practice because we believe the best use of funds is with the individual or the business that has generated them. Tax savings provide for people’s quality of living, they provide for further education, and they create jobs. On the whole, there’s many exponential benefits that come with tax savings.

WE KNOW OUR STUFF

Tax laws change every year, and we stay attuned to these developments when formulating your personal tax optimization plan. By navigating the evolving landscape, we guide you on the optimal path, ensuring positive outcomes even in situations where clarity may be lacking.

IRS COMPLIANCE

The analysis, recommendations, and strategies we provide mirror the application of existing IRS regulations, revenue rulings, statutes, and laws.

PERSONAL ATTENTION

At Brotman Law, we are in your corner. Nothing makes us more content than getting you out of that tight corner. That means teaming up closely with you to understand your unique concerns. Every time you interact with us, you will get the personal attention and communication you deserve.

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 of 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 the 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

Our Thought Leadership Has Appeared In

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.

STILL HAVE QUESTIONS?

Tax law can be complex, confusing, frustrating, and even scary. We’re here to help!

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