How I Can Help Taxpayers and Business Owners Navigate the Tax Process

I really enjoy my job because I really like to help business owners. I like to help navigate the audit process. I like giving directions and guidance. I always say, “I’m not a magician.” I am there to help guide them. I’m there to help advocate and help them organize their information to make the best argument with the government agent. I really feel the satisfaction that at least I know that my clients understand the process, understand what their options are, and know if they’re going to go back and pay me that hopefully, they’re going to be in a better position than if they hadn’t hired me. And that’s always my goal, at the end of the day, is to have a happy client. Because if you’re going to have to pay me the same money you’re going to have to pay the government agent, then why are you hiring me? So it’s always important to understand that I am always there to help guide people and give them their options.

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Allison Soares

Allison Soares, a renowned tax attorney, excels in representing clients before the IRS, FTB, EDD, and CDTFA. With a Bachelor of Arts in Finance from the University of Wisconsin, Milwaukee, and a transformative teaching stint in Brazil, Allison’s diverse background enriches her legal expertise. She pursued law at St. Thomas University School of Law, Miami, complementing it with an MBA in accounting and forensic accounting. Further honing her skills, she obtained a Master of Laws in Taxation from the University of San Diego School of Law. As an adjunct professor at San Diego State University, Allison imparts her knowledge in tax procedures, practice, and ethics. Her accolades include being named Best of the Bar by the San Diego Business Journal and multiple Super Lawyer recognitions. Committed to community service, she volunteers with Forever Balboa Park and Friends of Balboa Park. Allison’s authoritative contributions in tax law are showcased through her publications and speaking engagements.

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