Business Details
34 Years
experience
Trusted Tax Services in San Jose, CA
Founded in 1992, Tax Practice has built a reputation for excellence in tax preparation and representation. Our team of Enrolled Agents brings decades of experience in handling complex tax matters, including audit representation, collections, and offers-in-compromise. We specialize in executive and stock compensation, divorce taxation, and foreign taxation, providing tailored solutions for individuals and businesses. With over 30 years of experience in IRS audit representation, we offer strategic guidance to resolve tax disputes and minimize liabilities.Our services include penalty abatement, installment agreements, and prior-year tax filings, ensuring compliance and financial stability for our clients. We prioritize personalized service, leveraging our expertise to navigate intricate tax codes and deliver successful outcomes. Our commitment to integrity and client advocacy has made us a trusted partner for taxpayers seeking professional representation.
Services
Tax Preparation
Audit Representation
Divorce Taxation
Penalty Abatement
Installment Agreements
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of IRS audit representation experience.
- Our team specializes in complex tax areas like divorce taxation.
- We provide tailored solutions for penalty abatement and installment agreements.
- Our Enrolled Agents hold advanced credentials in tax law.
- We guarantee personalized service for individual and business taxpayers.
Associations and certifications
- IRS Enrolled Agents
Services
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, estates, and trusts. Our expertise includes prior-year filings and reconstructing records for delinquent returns. Clients benefit from accurate compliance with IRS regulations and maximized refunds.
Audit Representation
Our Enrolled Agents represent clients during IRS audits and appeals. We handle lifestyle audits, employment tax cases, and innocent spouse liabilities. Our strategic approach minimizes penalties and protects client assets through professional advocacy.
Divorce Taxation
We consult on tax implications of property settlements and spousal support. Our services include capital gains planning for home sales and stock option transfers. We ensure compliance with evolving IRS regulations during divorce proceedings.
Penalty Abatement
We challenge improper IRS penalties and interest charges. Our team secures abatements for reasonable cause circumstances like health issues or natural disasters. Clients recover overpaid amounts through meticulous review of tax notices.
Installment Agreements
We negotiate manageable payment arrangements with the IRS, including Partial Payment Installment Agreements. Our solutions stop levies and garnishments while accommodating clients' financial situations through flexible monthly payments.
People
Harris Willner
Founder & CEO
Harris Willner, an Enrolled Agent, founded Tax Practice in 1992. He contributes to IRS exam materials and holds an MBA in Financial Planning. With 30+ years of experience, he specializes in audit defense and complex tax resolution.
Thao Ha
Senior Tax Preparer
Thao Ha, an Enrolled Agent, has 15 years of accounting experience, including 12 with Tax Practice. She prepares tax returns and represents clients in IRS audits, offering expertise in corporate and estate tax matters.
Harrison Willner
Tax Associate
Harrison Willner, a Chartered Market Technician, assists with tax and financial planning. He joined the firm in 2014 and specializes in integrating tax strategies with investment planning to optimize client financial outcomes.
Peter Ta
Tax Associate
Peter Ta supports tax planning and preparation, leveraging his business administration background. With three years at Tax Practice, he focuses on ensuring compliance and accuracy in individual and corporate tax filings.
Questions
What tax services do you specialize in?
We specialize in audit representation, prior-year filings, divorce taxation, penalty abatement, and installment agreements. Our expertise covers individual, business, and estate tax matters with a focus on complex resolutions.
Can you help with IRS audit representation?
Yes, our Enrolled Agents have 30+ years of experience representing clients in IRS audits and appeals. We handle all communication with the IRS to protect your interests and achieve favorable outcomes.
How do you handle prior-year tax filings?
We prepare delinquent returns using available records or estimates under the Cohan Rule. If filings are less than three years old, you may qualify for refunds through reconstructed documentation.
What options exist for tax debt relief?
We negotiate installment agreements, Partial Payment Installment Agreements, and offers-in-compromise. Our strategies reduce liabilities and stop collection actions while creating sustainable payment plans.
Do you assist with divorce-related tax issues?
Yes, we consult on property settlements, stock transfers, and spousal support taxation. Our guidance ensures compliance with IRS regulations during divorce proceedings to avoid unexpected tax liabilities.
