Tax Advocacy

"Thank you very much for taking over our tax return preparation! It’s been a very pleasant experience for us and we look forward to more opportunities in our business development with you. "

- Tom and Krystle K. | Testimonials

Duncan Law counsels and represents individuals, partnerships, trusts, estate and corporations in tax disputes with the Internal Revenue Service (IRS) and state and local tax agencies, including the California Franchise Tax Board (FTB), the California State Board of Equalization (SBE), the Employment Development Department (EDD), and county Assessment Appeals Boards.  Our attorneys and tax advisors represent clients at all stages of a controversy – audit, collection, appeals, and litigation.

Our Sacramento Duncan Law | Duncan Tax attorneys have expertise in dealing with nearly any type of federal, state, or local tax.  This includes federal income, excise, estate and gift, employment, and generation skipping transfer taxes.  State and local expertise includes property, sales & use, franchise, and documentary transfer taxes.

Duncan Law | Duncan Tax represents taxpayers in virtually any civil (non-criminal) tax case or controversy, however the following is a representative list of the services we provide to our clients:

Tax Collection

• Lien, Levy & Garnishment Defense
• Installment Agreements
• Offers in Compromise
• Trust Fund Penalty/Transferee Liability, Responsible Party Liability
• Seizure and Jeopardy Defense
• Non-collectible status
• Collection Due Process Hearings
• Collections Appeals Program
• Innocent/Injured Spouse Defenses
• Audit Reconsideration

Tax Compliance, Amnesty, Voluntary Disclosure

• Amnesty Requests
• Voluntary Compliance Programs
• Failure to File Status
• Reporting Off-Shore
• Accounts/Trusts/Gifts
• FBAR Reporting

Tax Controversy

• Federal and California Tax Controversies – Audits, Exams, Protests, Appeals, and Litigation
  • US Tax Court
  • US District Court
  • US Court of Claims
• Tax Notices
  • IRS Statutory Notice of Deficiency
  • TEFRA Partnership Notices
  • FTB Notice of Proposed Assessment
  • IRS Notice of Intent to Levy
  • IRS Notice of Lien
• Penalty abatement, including:
  • Underpayment Penalty
  • Understatement Penalty
  • Valuation Misstatement Penalty
  • Negligence Penalty
  • Fraud Penalty
  • Reportable Transaction Penalties
  • Trust Fund Penalty
  • Summons Defense