What We Do

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McLaughlin Legal’s San Diego tax attorneys represent individuals and businesses in both civil and criminal tax disputes against the IRS,  Franchise Tax Board ("FTB"), California Department of Tax and Fee Administration ("CDTFA"), Employment Development Department ("EDD"), Office of Tax Appeals ("OTA"), U.S. Tax Court, the California Unemployment Insurance Appeals Board, and more.

Just like taxpayers themselves, tax preparers and CPAs can become engaged in their own civil or criminal tax disputes. McLaughlin Legal defends tax professionals (CPAs, EA's, and other attorneys) in cases involving preparer penalties and injunctions, criminal investigations, and ethics investigations from local Boards of Accountancy of the IRS’s Office of Professional Responsibility ("OPR").

Estate planning is a process that involves decisions about people and assets. At McLaughlin Legal, we offer a wide range of services in the areas of tax and estate planning, estate administration, and probate. Through these services our clients can adequately plan for how and to whom their assets will pass, who will make decisions in the case of incapacity, and more.

Properly administering a trust is a critical obligation after the death of the settlor (the creator) of the trust. In addition to assisting clients in forming a trust as part of greater estate plans, McLaughlin Legal counsels clients and families in the proper way to administer an estate plan.

Our tax preparation services are designed to do more than just file your returns. We help you plan, protect, and optimize your financial future with a team that includes Certified Tax Law Specialists, attorneys, and Enrolled Agents, to provide clients with the technical precision of an accounting firm and the legal insight of a tax law practice.

We help clients build and maintain businesses that are designed to last. From entity formation and tax planning to ongoing corporate governance and compliance, our attorneys provide the strategic legal and tax insight that business owners need at every stage of growth.