Rates

Transparent, Flat-Rate Pricing

No hourly surprises. You know the exact cost before we start.

*ALL CONSULTATIONS ARE STRICTLY CONFIDENTIAL AND SUBJECT TO ATTORNEY-CLIENT PRIVILEGE*

ServicePriceWhat You GetBest For
Personal Liability Consultation$750
  • 60-minute Zoom or phone consultation.
  • Direct advice from a seasoned California tax controversy attorney.
  • Clear action plan to reduce or eliminate your exposure.
You just want to know where you stand and what to do next.
Exit & Exposure Review Package (Most Popular)$2,250
  • 90-minute in-depth consultation
  • Detailed review of up to three key documents (total ≤ 60 pages) – typical documents include:
    • Employment or offer letter
    • Operating agreement
    • Bylaws
    • board resolutions
    • Bank signature cards
    • Separation or resignation agreement
    • Relevant emails
    • Job Descriptions
  • Specific findings on “willfulness” risk factors
  • Customized next-step checklist and document demands
You are currently leaving, planning to leave, or have recently left a company that may have fallen behind on any of the following taxes that can be assessed against you personally:
  • Federal withheld income taxes and employee FICA (Social Security/Medicare) – the IRS Trust Fund Recovery Penalty under §6672.
  • California state income tax withholding and UI/SDI (EDD personal liability).
  • California sales and use tax, including district taxes.
  • California cannabis excise and cultivation taxes.Any other “trust fund” tax the business was required to collect from customers or employees and remit to the government.
You want a bulletproof written opinion and documented protection before you sign a separation agreement, resignation letter, or walk away for good.

Add-On Options (available after initial consult)

Add-OnPrice
Demand Letter on my letterhead to the company for tax indemnification & defense cost advancement$850
Full “Responsible Officer Defense Playbook” – customized 15–20 page memo + templates$3,500
Representation in CDTFA protest or IRS 6672 appeal (hourly or flat-fee – quoted separately)Custom

Why flat fees instead of hourly?

When you’re staring at potential six- or seven-figure personal liability, the last thing you need is an open-ended meter running. My flat rates let you get real answers and real work product without worrying about the clock.

All fees are paid upfront by credit card or ACH through a secure client portal. You will receive a detailed engagement agreement and receipt immediately.

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Fill out the contact form or call us at (818) 514-9272 to schedule your free consultation.