David M. Fogel, CPA Tax Consultant

Has your client received a notice of deficiency from the Internal Revenue Service and wants to resolve the case without having a trial in Tax Court?  Do you have a tax question that needs research?  Do you need advice in representing your client before the IRS or a California tax agency?

I am licensed by the California Board of Accountancy as a Certified Public Accountant.  In addition, I am licensed by the Internal Revenue Service as an Enrolled Agent.  I am also one of the few non-attorneys admitted to practice before the United States Tax Court.

I provide tax consulting services (advice and tax research) to other tax professionals who prepare returns and who represent clients in Federal and California tax disputes.

Over the past few years, I have also assisted tax professionals in determining what portion of settlement payments that a taxpayer received from the Fire Victim Trust as a result of a PG&E settlement is taxable and what portion is excludable from income.

Here are the tax services that I specialize in:

• Tax Consulting
• Tax Research
• Preparation and Filing of Tax Court Petitions
• Requests for IRS Private Letter Rulings
  

I am a member of the following professional organizations:

• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• California Society of Enrolled Agents
• Taxation Section, California Lawyers Association
• Taxation Section, Sacramento County Bar Association (Associate Member)