The Law Office of Zachary Epstein is a unique legal and financial practice specializing in taxation, estate planning, and business law, distinguished by its principal’s triple credentials as an attorney, CPA, and MBA with over 25 years of combined expertise. This multidisciplinary approach allows the firm to offer integrated solutions that address both legal and financial aspects of a client’s needs efficiently and at reasonable rates.
Zachary Epstein provides professional, personalized services to individuals and small businesses, leveraging his extensive background to handle complex matters with practical, results-oriented strategies. The firm is particularly valued for its ability to navigate intricate tax disputes, structure sound business transactions, and create comprehensive estate plans that protect clients’ assets and legacies.
Services Offered
- IRS and State Audits & Appeals
- Sales Tax Audits and Appeals
- Federal, State, Local Tax Advice
- Tax Return Preparation
- Non-filer Representation
- Section 1031 Tax Deferred Exchanges
- Structuring of Business Transactions
- Tax Court Litigation
- IRS & State Collection Defense
- Abatement of Tax Penalties
- Individual Tax Planning
- Business Tax Planning
- Estate Tax Planning
- Revocable Living Trusts
- Wills
- Family Limited Partnerships
- Life Insurance Trusts
- Charitable Trusts
- Powers of Attorney
- Trust Administration
- Probate Administration
- Preparation of Estate and Gift Tax Returns
- Formation of Corporations, Partnerships & LLCs
- Corporate and Partnership Dissolutions
- Choice of Business Entity
- Partnership and LLC Operating Agreements
- Corporate Shareholder Buy-Sell Agreements
- Sales and Acquisitions of Closely Held Businesses
- Contracts and Promissory Notes
Based in Berkeley, California, the firm serves clients throughout the region and is highly recommended by business owners and professionals for its thorough, effective, and reasonably priced services in tax, legal, and financial planning.
