Moskowitz LLP is a full-service tax law firm comprised of tax attorneys, CPAs, and enrolled agents. We provide a broad spectrum of services, including tax resolution, tax preparation, tax audit representation, tax litigation, employee retention credits (ERC), accounting and bookkeeping, estate planning, tax planning, business formation services, and criminal tax representation. Our firm handles IRS and state tax collection matters with a focus on strong and lawful advocacy when representation is required. Senior Partner Steve Moskowitz has practiced tax law in San Francisco for more than 30 years and fully understands how tax issues can disrupt or dismantle the financial security of individuals and business owners. He has committed his professional practice to helping clients in California and nationwide resolve these matters and move forward.
We combine extensive tax law knowledge with decades of courtroom and administrative experience, allowing us to evaluate each matter carefully and determine the most effective resolution strategy. Our approach emphasizes sound judgment and the use of appropriate resources to achieve resolution. We also provide strategic tax preparation aimed at reducing liability, avoiding costly errors, and maintaining compliance. In addition, we represent clients in IRS and state audits, which have become increasingly aggressive, as well as in criminal tax investigations that may threaten personal and professional stability. We serve clients nationwide, including San Francisco, Los Angeles, and Salt Lake City.
We combine extensive tax law knowledge with decades of courtroom and administrative experience, allowing us to evaluate each matter carefully and determine the most effective resolution strategy. Our approach emphasizes sound judgment and the use of appropriate resources to achieve resolution. We also provide strategic tax preparation aimed at reducing liability, avoiding costly errors, and maintaining compliance. In addition, we represent clients in IRS and state audits, which have become increasingly aggressive, as well as in criminal tax investigations that may threaten personal and professional stability. We serve clients nationwide, including San Francisco, Los Angeles, and Salt Lake City.
Served areas
- We Serve Clients Nationwide, Including in San Francisco, Los Angeles, and Salt Lake City.
Details
- Year established: 2007
Highlights and features
- Experienced tax attorneys serving clients nationwide since decades
- Comprehensive tax resolution, audit defense, litigation, and planning services
- Aggressive legal representation for IRS and state tax matters
- Over thirty years experience in California tax law practice
- Strategic tax preparation and compliance for businesses individuals
- Personalized defense helping resolve complex tax issues efficiently
Associations and certifications
- BBB Accredited Business A+
Payment methods
- Cash
- Debit cards
- Credit cards
Services
We provide dedicated representation in matters involving IRS, FTB, and other taxing agencies. Clients rely on us when facing escalating enforcement actions such as liens, levies, or wage garnishments. We craft individualized resolution paths including settlements, negotiations, and compliance solutions. Our practice integrates legal and financial expertise to safeguard client interests and resolve tax obligations efficiently.
We provide accurate, hassle-free tax preparation for individuals and business owners. Our professionals carefully assemble and organize tax returns with precision and attention to detail. We work to identify all eligible deductions, credits, and benefits under current tax law. Our goal is to ensure compliance while helping clients retain more of their earnings.
We provide IRS and state tax audit representation for individuals and businesses. Our experienced tax attorneys, CPAs, and enrolled agents protect your rights, assets, and professional reputation. We deliver audit defense supported by decades of experience handling complex tax disputes. We address income, payroll, sales, and specialized audits to minimize risk and achieve favorable outcomes.
We provide full representation throughout the Tax Court process, from filing petitions to courtroom advocacy. Our work includes pre-trial preparation, evidence review, legal briefing, and presentation of arguments. When appropriate, we also pursue negotiated resolutions and appeals. Every step is carefully managed to ensure a strong and strategic defense of your case.
A routine audit can shift into a criminal tax investigation once IRS Criminal Investigation becomes involved. We provide counsel during CID matters, coordinating responses through experienced tax attorneys and advisors. We help ensure clients rely on counsel-only communication to reduce risk and avoid damaging statements. Careful handling of documents and inquiries helps prevent unintended evidence issues.
We deliver estate planning solutions that help clients safeguard their assets and reduce potential legal and financial complications. Our attorneys design Wills, Trusts, and supporting documents that clearly reflect each clients intentions. By integrating tax and accounting knowledge, we work to minimize exposure to estate and gift taxes. Our approach supports efficient transfer of wealth and protection of family interests.
People
Steve Moskowitz
Senior Partner & Tax Attorney
Steve Moskowitz knows that clients lives and livelihoods can be upended or even destroyed when tax trouble arises. As a tax attorney in San Francisco for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients in California and Nationwide successfully resolve tax issues and go on with their lives.
Paul Vargas
Managing Attorney
Paul is a keystone of our many departments. He coordinates our tax preparation, ERC cases, and tax resolution services, as well as our corporate formation and governance, and mergers and acquisitions work. And he manages all this while performing legal services for the firm on behalf of our clients: representing clients for tax court, in audits, and providing legal opinions for the numerous high-stakes cases and controversies Moskowitz LLP resolves.
Reviews (20)
N. P.
Mar 18, 2026
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Md Mahmud Hasan
Mar 08, 2026
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Ive been a client for many years, and the service continues to improve every year. Its not just about the tax preparationthe customer service is always friendly, professional, and reliable. I recommend them to everyone I know and plan to remain a client for the long term.
(I can remove all Negative rev from your business. In 24-48 hours so If you want then please let me know)
(I can remove all Negative rev from your business. In 24-48 hours so If you want then please let me know)
Susan Frederick
Jan 26, 2026
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Always 5 star. Been using this company for almost 40 years. Never disappointed. They are professional, knowledgeable and responsive. The manager, Erin Humbles, is a rock star. Any inquiry, she resolves promptly with the utmost in professional courtesy . This year my preparer was Juan. As with all their preparers, they are knowledgeable of all the current tax laws and their proper applications. Juan Ojeda, made valuable proposed suggestions for our return, returned correspondence within minutes, and answered all our questions knowledgeably and patiently. Highly recommend
Ted McGavin
Nov 28, 2025
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Steve Moskowitz and his team are the best at what they do.
Five years ago, I was shocked to receive an audit letter from the IRS about my tax return from 3 years earlier. With 3 years interest included, it was a large bill. I had never been audited before. So I went to my then-accountant and asked for help with dealing with the audit. He told me just pay the bill. No more help than that. Time for a new accountant.
I had heard Steve Moskowitzs commercials on the radio for several years and I liked the idea of having tax lawyers/accountants looking out for me. Then I received several more threatening letters from the IRS, so I set up an appointment with Steve. I brought my paperwork and we talked through the audit process. I worked with a team of his specialists. Everything Steve said came to pass and I wound up paying less half than what the IRS requested. Moskowitz LLP has handled all my accounting ever since.
Later, my sister and I decided to sell our parents home, since they had both passed away. The home was in another state and there was no mortgage, but capital gains were complicated in my sisters and my case. So I talked with Steve again and he set a team to work on the calculations, so I was set for the sale.
The sale took a while. Along the way to the sale, Steve made me aware of the different options available for deferring capital gains and the fact that my wife and I needed an estate plan. So Steve had different teams of people help us go through those. I was amazed at the tax traps they helped me to legally avoid.
Then the sale finally happened. I talked through the sale paperwork with the settlement people. Everything was set. Tight time deadline. Then the paperwork actually came and it was talking about additional issues that had not been discussed with me.
I could not sleep that night. Early the next morning I called up Moskowitz LLP and said I had an emergency and needed to talk with Steve. He was on a call, but he called me shortly afterward. After some discussion, Steve conferenced in one of his tax attorneys, who was actually licensed in the state where the sale was taking place! The attorney rearranged his schedule, I uploaded the sale documentation, the attorney reviewed it, and answered my questions that very morning. The sale went through and I am very happy.
Steve Moskowitz and his team are friendly, professional, knowledgeable, and can definitely respond to emergencies. If I could, Id give them 100 stars, rather than just 5!
Five years ago, I was shocked to receive an audit letter from the IRS about my tax return from 3 years earlier. With 3 years interest included, it was a large bill. I had never been audited before. So I went to my then-accountant and asked for help with dealing with the audit. He told me just pay the bill. No more help than that. Time for a new accountant.
I had heard Steve Moskowitzs commercials on the radio for several years and I liked the idea of having tax lawyers/accountants looking out for me. Then I received several more threatening letters from the IRS, so I set up an appointment with Steve. I brought my paperwork and we talked through the audit process. I worked with a team of his specialists. Everything Steve said came to pass and I wound up paying less half than what the IRS requested. Moskowitz LLP has handled all my accounting ever since.
Later, my sister and I decided to sell our parents home, since they had both passed away. The home was in another state and there was no mortgage, but capital gains were complicated in my sisters and my case. So I talked with Steve again and he set a team to work on the calculations, so I was set for the sale.
The sale took a while. Along the way to the sale, Steve made me aware of the different options available for deferring capital gains and the fact that my wife and I needed an estate plan. So Steve had different teams of people help us go through those. I was amazed at the tax traps they helped me to legally avoid.
Then the sale finally happened. I talked through the sale paperwork with the settlement people. Everything was set. Tight time deadline. Then the paperwork actually came and it was talking about additional issues that had not been discussed with me.
I could not sleep that night. Early the next morning I called up Moskowitz LLP and said I had an emergency and needed to talk with Steve. He was on a call, but he called me shortly afterward. After some discussion, Steve conferenced in one of his tax attorneys, who was actually licensed in the state where the sale was taking place! The attorney rearranged his schedule, I uploaded the sale documentation, the attorney reviewed it, and answered my questions that very morning. The sale went through and I am very happy.
Steve Moskowitz and his team are friendly, professional, knowledgeable, and can definitely respond to emergencies. If I could, Id give them 100 stars, rather than just 5!
Bonnie Horsley
Nov 03, 2025
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Jenna Page
Oct 27, 2025
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Steve, Paul, Chris, and LaTrisha guided me with expertise through filing all my taxes correctly. I'm great at running my business, but when it comes to taxes, I trust the experts who specialize in maximizing deductions and navigating complexities. Steve is outstandinghe makes the entire process feel comfortable and stress-free. Highly recommend him and the team!
El Jefe
Oct 12, 2025
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The Moskowitz tax law firm assisted my law firm with applying for the ERC tax credit and performed a miracle as I have next to zero knowledge/skills when it comes to tax returns/forms/refunds. They made it as painless as possible, submitted the necessary documents to the IRS, and then BAM Congress/the President shelved the whole program. They kept me informed, offered encouragement that it would happen, and then over a year (years?) later, they informed me it was processed, approved, and I should receive a check shortly - times 2! And it happened! Thank you Sherri Lee, Paul Vargas, Jaclyn Bull, and all the others (you know who you are!), and of course, Steve Moskowitz. Any future "issues" with the IRS/FTB, I shall return!
Cerrito Classics Friends Of The Cerrito
Sep 26, 2025
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Karen Matern
Jun 30, 2025
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The Moskowitz Law Firm has helped our family tremendously. I am so glad I called them when I did because they immediately jumped in to help us and literally lifted a weight off our shoulders. From that first call with Steve Moskowitz to the many many emails and phone calls with various staff members, they always handled things professionally, efficiently and respectfully. Whenever I called, I usually got directly to the person I was calling, but if they werent available, whoever answered the phone would help me. Also, emails were replied to within a day. I cant say enough good things about them! They get the highest of recommendations from me and my family!
Douglas McCormack
Jun 03, 2025
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Dave McClung
May 27, 2025
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Great experience with the team at Moskowitz. Had a real mess with some back tax issues. Received excellent service from Mary and Carey who dug in and stayed with it until all issues were resolved!
It was worth the money I paid them to work with the IRS on my behalf. Everything was resolved and I am personally relieved and happy to recommend their services.
It was worth the money I paid them to work with the IRS on my behalf. Everything was resolved and I am personally relieved and happy to recommend their services.
Haruto Schmidt
Apr 09, 2024
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I had no idea there was a reporting requirement for even a very modest asset held overseas until a friend mentioned there were big penalties if you dont file the right forms. The team at Moskowitz was very helpful and explained the IRS process to me in terms I could understand, giving me peace of mind, taking away a lot of stress and worry.
Mark Payne
Mar 26, 2024
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Andrew Martin
Mar 20, 2024
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Steve helped me overcome a massive financial issue in my household. I was frustrated and extremely scared about my tax problem and Steve was able to figure out every angle. After working with Steve, I knew he really cared about me and family. He called to check up on us and was always keeping us updated about our situation. I highly recommend Moskowitz LLP for their professionalism and attentiveness to our case. Thank You for everything.
Chris Meadors
Mar 09, 2024
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I worked with this organization for estate planning. They were incredibly thorough, responsive, and supportive with a very complicated and sensitive topic. We have such a better set up now then we did before. They continue to be supportive with yearly check-ins to make sure we update our documents to keep things current.
Brian Sussman
Jan 02, 2024
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I received a threatening nine page letter from the IRS stating I owed a substantial amount in back taxes. I presented the letter to Steve Moskowitz, who said, "We'll get to the bottom of this."
Several weeks later I received a call from Steve; turned out the IRS actually owed ME several thousand dollars!
Several weeks later I received a call from Steve; turned out the IRS actually owed ME several thousand dollars!
Rob Goc
Nov 16, 2023
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Working with Steve Moskowitz has been amazing. I was having trouble figuring out who was a W2 employee and who were 1099 independent contractors. California makes it so confusing. Steve explained everything, not just from my perspective as a business owner, but also how the IRS sees it and gave me plenty of tax strategies moving forward. Thanks again, Steve!
N. D.
Nov 13, 2023
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Rocky May
Sep 15, 2023
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Dave McClung
Aug 28, 2023
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Steve Moskowitz and associates have done an excellent job with our taxes. We had some really substantial issues with not filing returns and some back taxes owed to the IRS. Steve and his team have really made us feel comfortable and have been solving one issue at a time in a way that has us feeling very comfortable. If you have issues, I would highly recommend the Moskowitz team!