Tax Services and Planning

"In this world nothing can be said to be certain, except death and taxes"
-Benjamin Franklin

At Legacy Planning Law Group, we can help you take care of the inevitable - taxes, that is.  Attorney Gregory A. Broiles is an Enrolled Agent and is registered to practice before the Internal Revenue Service (IRS).  He also holds an advanced law degree in the area of taxation.  He has prepared more than a thousand tax returns for individuals, couples and small businesses. 

Greg has the unique combination of practical tax experience in addition to focused experience in the area of estate planning.  Greg also has extensive experience representing clients before the IRS and the Franchise Tax Board (FTB) of California.

Legacy Planning Law Group assists clients seeking help with the following:

• Income tax planning
  • Including issues related to sale of real estate or appreciated property
  • Sale of stock options
• Income tax reporting / Tax return preparation
  • Individuals, couples, entities and businesses
  • Estate Tax Returns (IRS 709)
  • Electronic and paper filing
• Tax controversies
  • IRS and FTB audit representation
  • Response to letters
  • Appeals
• Formation of corporate entities
  • Limited liability companies (LLC)
  • Professional corporations (PC)
  • S and C corporations

Call our office at (408) 244-5754 to speak to an attorney