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.  I also represent clients before IRS Appeals and Tax Court.

Over the past few years, I have also provided individual clients and other tax professionals with analyses of the income tax consequences of foreclosures, short sales, bankruptcy or other debt cancellation transactions.

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)