Michael’s career started in 1972 working as an Attorney/Advisor for the Department of Treasury, Tax Legislative Counsel, Internal Revenue Service or IRS. Michael acted as a liason with the House Ways & Means Committee, Senate Finance Committee, and the Joint Committee on Taxation for the United States Congress. After working for the IRS for many years, he decided to use that knowledge to help businesses and individuals with tax problems. Michael has represented over 1700 clients before the IRS in tax audits, complex tax resolution, Offers in Compromise, installment agreements, lien and levy removal, Innocent Spouse claims, as well as US Tax Court litigation. He also represents before the CA Franchise Tax Board and numerous State taxing agencies throughout the United States including the CDTFA & EDD. View Full Bio
Gary began his 40-year tax career in 1979 as a tax auditor working for IRS. After 4 years, he became an Internal Revenue agent for the same agency and continued his IRS career for another 30 years. During that time, he worked on many sophisticated business entity audits including consolidated corporate returns, S-corporations, partnerships, and high net worth individual taxpayers. This work included mega-million dollar and multi-billion dollar companies as he worked in LB&I (Large Business and International division of the IRS). View Full Bio
During the final 40 months of his IRS career, he was a Technical Advisor/Subject Matter Expert working in the Pre-Filing Technical Guidance section. View Full Bio His expertise as a TA/SME included: a) net operating losses, b) Alternative Minimum Tax, c) Accumulated Earnings Tax, d) Corporate Capital losses, e) claims for refund, and f) requests for tentative refunds. For 25 years, he taught UNICAP (IRC 263A) in the Los Angeles area.
As a Technical Advisor, he worked collaboratively with LB&I Counsel, National Office Management, Joint Committee Specialists, Learning and Education, IRS Field Training and Field/Office Personnel.
Since 2014, Gary has been an Enrolled Agent who primarily represents taxpayers involved in IRS audits. His technical expertise includes teaching on-line courses through professional providers a) CPE Link, b) Strafford Publications, and c) Online Compliance Panel.
.After 40 years of experience, Gary is able to share his thoughts and accumulated expertise on a multitude of federal tax issues after securing the applicable facts and documentation. Gary has excellent recall of the Internal Revenue Code, IRS regulations, the Internal Revenue manual, and many court cases, revenue rulings, and revenue procedures.
He is a valued resource at Leading Tax Group View Less
Elizabeth N. is an accomplished Senior Tax Controversy Attorney with a distinguished track record representing businesses, nonprofits, and individuals in disputes with the IRS and California tax agencies. With a wealth of experience, she brings a unique edge to her practice, leveraging her expertise gained from the prestigious NYU LL.M. Tax program, a clerkship, and years of practice before the United States Tax Court. View Full Bio
Elizabeth’s practice encompasses a broad spectrum of tax areas, including income taxes, employment taxes, nonprofit excise taxes, sales taxes, and property taxes. Her approach is distinguished by a personal touch, treating clients like family, and providing innovative tax analysis to resolve their issues efficiently.
Her expertise extends beyond conventional tax law practice. Elizabeth collaborates with government relations experts to tap into the network of influential figures, including United States Representatives, State Senators, Chairs of Federal and State Agencies, and California Departments of Tax and Labor. This strategic approach adds substantial value to the services she offers.
Throughout her illustrious career, Elizabeth has secured numerous victories for her clients. She has a proven track record of reversing substantial tax liabilities, including a remarkable achievement in nullifying a $2.8 million IRS payroll tax. Her successes extend to areas such as payroll tax fraud, self-dealing penalties for Private Foundations, and significant savings for businesses through astute deductions.
In addition to her recent success in private practice, Elizabeth contributes significantly to the legal community. She has served as Vice Chair of the American Bar Association’s Tax Section, focusing on the Individual and Family Income Committee. Furthermore, she imparts her knowledge as an Adjunct Professor at Chapman University School of Law, specializing in Divorce Taxation.
With a rich background in tax education, Elizabeth has taught at esteemed institutions like the University of California at Santa Barbara and Santa Barbara College of Law, where she covered a range of tax topics, including Tax Controversy, Audit Representation, Exempt Organizations, Private Foundations, and Business Planning.
Elizabeth is an outstanding tax lawyer whose diverse skill set, coupled with her proven track record, makes her an invaluable asset to Leading Tax Group. Her commitment to client success, combined with her extensive expertise, positions her as a top-tier practitioner in the field of tax law.
View LessShadi has been a practicing attorney since 2010, helping clients with her attention to detail. She is principal on numerous tax cases at LTG, focusing on IRS, FTB and Appeals cases. Shadi also handles tax matters before the US Tax Court, and several State Appeals Boards. View Full Bio
Handling virtually all tax matters such as tax resolution, Penalty abatement, Audits and Audit reconsiderations, she is a true advocate for the taxpayers she represents.View Less
Manal A. is an accomplished Tax Attorney with extensive experience in various aspects of tax law. Her unique background as a trilingual individual, proficient in Spanish, French, and English, coupled with her upbringing in different global regions, has equipped her with exceptional cross-cultural communication skills and adaptability. This diverse experience allows Manal to bring a well-rounded perspective to any work environment. View Full Bio
Her expertise lies in tax resolution, collections, audits, and Tax Court settlements, where she has consistently achieved significant savings for clients. Manal’s passion for tax law extends to international tax and estate planning, areas she explored during her internship in Switzerland. She is eager to contribute to a company in both Resolution, Audit, and Tax.
Manal’s dedication to tax law is underscored by her receipt of the prestigious Gregory W. Goff Award in Tax Law, recognizing her as the top performer in the tax law curriculum at Loyola. Her proficiency in tax preparation software and her willingness to further her education demonstrate her commitment to professional growth.
In recent roles, Manal excelled in guiding clients through audits, negotiating penalties, and building strong relationships with tax authorities. She also played a crucial role in streamlining operations and mentoring colleagues to enhance overall efficiency. With a track record of success at reputable firms, Manal brings a wealth of experience in negotiating with tax authorities, preparing offers in compromise, and handling various tax resolution strategies.
Manal is a licensed California Attorney, equipped with strong supervisory skills, making her an invaluable asset in any tax law firm. Her dedication to achieving the best outcomes for clients, combined with her extensive expertise, positions her as an invaluable addition to Leading Tax Group.
View LessJames Alderete, Manager of Leading Tax Group, started in the industry as a paralegal in 2004 supporting a team of tax attorneys in Santa Monica, CA. He rose through the ranks materially working tax controversy cases as a Case Manager, and his application and skill sets moved towards Case flow, client communications, and promoting the benefits of practitioner applications to better the outcome of most tax cases. He believes that good results should organically present themselves at the end of the process based primarily on prudence and application. Be wary of good results being deceptively touted initially, and consequently never realized based on lack of experience.View Full Bio
“You must under promise, and over deliver.” He experienced several philosophies and style differences with different tax firms prior, and eventually prioritized the importance of being an honest broker with the clientele, a priority not always present in prior firms he’s worked for. He also knows the importance of frequent communication with the clientele, so as to ensure that clients are never in need nor in the dark on their case. He quickly gained the respect of those clients He serves, and now manages the team at Leading Tax Group.He truly believes that Leading Tax Group employs these honest credos, and promotes these ideals with the team he manages to vastly improve the client experience, as well as the outcome of their tax cases.
Honesty is the only sustainable model.View Less
Javier expertly prepares, amends and reviews all types of tax returns, from personal to Corporate, payroll to partnerships, and everything in between. He works directly with our clientele in evaluating and refining Balance sheets, Profit & loss, and other source materials to ensure the tax returns accurately reflects true data for correct reporting and removing audit exposure.View Full Bio
This is a true and invaluable application to the process not always provided as a service elsewhere, as our mission is to help the tax accounts and not create harmful exposure in the process. With Javier…it all adds up. View Less
Darius graduated with a Bachelor Degree in Accountancy from San Beda University-Manila, Philippines. He has more than 20 years of professional experience that includes audit and assurance, accounting and bookkeeping, tax return preparation and consultation, tax compliance, and financial statement preparation. Prior to moving to the United States, he was an Audit Senior Manager at Punongbayan & Araullo (now P&A Grant Thornton). After moving to the United States, Darius acted as a Tax Manager at local CPA firms in Santa Monica and Camarillo. View Full Bio
His industry knowledge includes manufacturing, food and beverage, retail and distribution, professional services, medical and dental practices, fund management, car rental and transportation, entertainment, and real estate to name a few. Darius is a licensed CPA in the State of California.
View LessVanessa has focused and worked in the tax field since 2008, and is treasured by her clients for her diligence in sharing a firm understanding of the case, creating a greater understanding of the flow of cases, and what is needed for the case and why it’s needed. She believes when you educate the client while advancing the case, you provide clarity to the experience. Applying this credo creates a more responsive and educated client in the process, as well as providing expediency to such. She is a leader within LTG, as she employs her organizational skillsets to all facets of her days at LTG. View Full Bio
Vanessa, like all Case Managers at LTG, keeps the clients informed and clear on what is needed to keep momentum in her cases. She is also focused on what will be needed for the future of her cases. This habit truly helps the clients forecast when data may be needed to support the case on down the line.
View LessWilliam Kurtz has been working in Tax Resolution for over a decade, a daily process of co-navigation on numerous tax cases he is monitoring, His past experience had him procuring tax transcripts from the IRS, as well as gathering verbal data from the IRS directly to inform the process. William instructs and informs our clientele as an informed addition to our principal practitioners, summoning and monitoring the progress of requested data from our clients, clarifying our requests, and bringing in all necessary data from the clients to advance the tax cases closer to settlement. View Full Bio
He is also a kind ear to the trials and tribulations of our clients. This empathy a rare skillset today.View Less