Practice Area Overview

Taxation

Favaro, Lavezzo, Gill, Caretti & Heppell, P.C.

Insightful Representation • Individual Legal Solutions

Favaro, Lavezzo, Gill, Caretti & Heppell has been representing North Bay, Napa Valley, and Solano County businesses and residents in a truly broad range of tax matters since 1973.

Our distinguished group of attorneys, including Louis S. Caretti and Daniel B. Newbold, are dedicated to truly understanding your unique situation and goals and offering a range of options tailored to your needs. Contact us for a consultation.

Tax Planning

Our tax planning practice focuses on understanding the tax consequences of your personal or business transaction and structuring it to minimize the adverse tax consequences. Through astute choice of business entity, business succession planning, wealth planning, estate planning, and real estate transactions, we can offer real value by limiting your tax exposure.

Contact a Fairfield or Vallejo tax planning lawyer at Favaro, Lavezzo, Gill, Caretti & Heppell, P.C., for sophisticated individual or corporate tax advice.

• business organization analysis for liability and tax attributes
• sole proprietorships
• joint ventures
• partnerships
• limited liability companies (LLCs)
• corporations
• s-corps
• c-corps
• professional corporations (PCs)
• structuring 1031 tax-free real estate exchanges
• structuring real estate purchases to minimize the impact of the Prop 13 property tax assessment
• offsetting capital gains and losses
• minimizing taxation at the sale or dissolution of a business
• minimizing exposure to estate taxes

Tax Disputes

In combination with Favaro, Lavezzo, Gill, Caretti & Heppell’s real estate and municipal law practice, our tax attorneys have developed an especially broad base of experience in both routine and unusual tax disputes. We represent both individual and business clients, helping them to resolve tax disputes through negotiation, litigation, and ADR.

• IRS tax return audits
• State of California tax audits
• disputes before tax boards:
• California State Board of Equalization (sales tax disputes)
• California Franchise Tax Board
• individual and business property tax assessment disputes
• property tax appeals
• state and federal tax appeals

Contact Favaro, Lavezzo, Gill, Caretti & Heppell for a consultation.

Handicapped Accessible • Se Habla Español • Visa and MasterCard Accepted

With offices in Fairfield and Vallejo, the tax planning lawyers & business attorneys of Favaro, Lavezzo, Gill, Caretti & Heppell, P.C., represent California clients throughout the North Bay and Napa Valley in communities such as Sonoma, Napa, Yountville, American Canyon, Benicia, Crockett, Hercules, Rodeo, Martinez, Concord, Richmond, Winters, Vacaville, Dixon, Rio Vista, and Suisun City.

Contra Costa County • Solano County • Napa County