Start your consultation with our tax team
As Soon As Possible
As Soon As Possible
888-TAX-DEAL
“TAX-DEAL”: 829-3325
“TAX-DEAL”: 829-3325
Steve Moskowitz knows that clients’ lives and livelihoods can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives.
With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution.
Steve started Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not.
Successfully recovered delayed ERC refunds For
our clients, with several businesses receiving More than
$1.5 million each in credits.
Successfully eliminated more than $30,000 in IRS
tax debt after uncovering that a ‘quick change’ adjustment
had double-taxed our client’s stock option income.
Government investigations and audits are becoming more aggressive, intrusive and invasive. […]
A criminal tax investigation has the potential to ruin your business, your career, and your personal relationships. […]
Our lawyers are as aggressive as they can be within the bounds of the law. We want you to maintain your […]
Whether you are totally innocent or, upon reflection, realize that you’ve done some things you wish you […]
Call For A Consultation 888-Tax-Deal“Tax-Deal”: 829-3325
Jane Kidd is a dedicated Client Engagement Specialist at Moskowitz LLP, bringing over a decade of experience in customer service, relationship management, and sales. She has honed her ability to effectively communicate with clients, address their needs promptly, and build long-lasting relationships. Jane's experience utilizing…
Mayville “May” La Rosa, J.D., LL.M. (Taxation) is an experienced and results-driven tax attorney with a proven track record in complex tax resolution, litigation, and corporate tax strategy. Drawing from her background as Lead Litigation Attorney and Corporate Counsel, May has represented clients before the…
Stacy Lusk is a highly experienced Certified Public Accountant with over 25 years of professional expertise in accounting, tax planning, and financial reporting. As Lead Tax Accountant at Moskowitz LLP, she plays a central role in advising individuals and businesses on complex tax matters and…
Travis DeLucenay brings over twenty years of combined legal and accounting experience to Moskowitz LLP, offering clients the rare advantage of counsel who is both an attorney and a Certified Public Accountant. With a strong foundation in tax law and controversy, Travis specializes in complex…
Michelle Morris is an Enrolled Agent and experienced Case Manager with over 20 years of combined experience in customer service, leadership, and tax operations. With a strong foundation in tax resolution, Michelle spent eight years managing a tax relief firm, where she oversaw a wide…
Audrey Hartofilis is a dedicated Administrative Assistant in our Tax Department, bringing over 15 years of experience in tax-related administrative support for CPA firms. Audrey has a talent for all of the behind-the-scenes support functions that are required to have a highly efficient tax department.…
Sarah Vestal, CPA, is a tax preparation expert with over a decade of experience delivering comprehensive and accurate tax filings. At Moskowitz LLP, Sarah is renowned for her meticulous approach to preparing individual and business tax returns, ensuring every detail is optimized for compliance and…
Quyen Tran is a Certified Public Accountant with a Master of Science degree in Taxation and over a decade of experience in accounting and tax services. At Moskowitz LLP, Quyen focuses on preparing individual, business, trust, and gift tax returns, as well as assisting clients…
Annamalai Vairavan is a highly experienced bookkeeper and QuickBooks Certified Professional with over 12 years of expertise in accounting and finance. As a Certified QuickBooks Online ProAdvisor, Annamalai is skilled in maintaining accurate financial records, ensuring the integrity of information, and collaborating effectively with clients.…
Daniel brings extensive experience in accounting and financial management to Moskowitz LLP, where he plays a vital role as a skilled bookkeeper. With an accounting career spanning over a decade, Daniel has developed a solid foundation in financial reconciliation, internal reporting, and client billing. He…
Bryant Hinckley is an accomplished tax attorney with extensive experience representing clients in both state and federal tax matters. Previously serving as an Assistant Attorney General with the Utah Attorney General’s Office, Bryant represented the Utah State Tax Commission in complex cases before administrative bodies,…
Luyan Li is a highly skilled Senior International Tax Consultant with extensive experience in advising multinational corporations on complex tax issues. She worked previously at Deloitte Tax LLP, helping global businesses navigate the challenges of international tax compliance and planning. Her work there involved designing…
Jessica Torres is an experienced Enrolled Agent, certified by the Internal Revenue Service, with a strong background in tax resolution and representation before federal and state tax authorities. She brings a wealth of expertise in managing complex tax cases, including filing for IRS Fresh Start…
Chinonso Ezike is an enrolled agent and a tax reviewer here at Moskowitz LLP, where she holds a supervisory role and also prepares complex tax returns. With a keen eye for detail, she works on intricate tax matters, leveraging her extensive expertise to provide high-quality…
Mark McMaster is a skilled CPA with an impressive tenure of 45 tax seasons under his belt, bringing a wealth of experience to Moskowitz LLP. Based in Northern California, Mark's extensive career in the tax industry is complemented by his commitment to family and personal…
Chris Lyons is an experienced CPA who serves in a managerial capacity at Moskowitz LLP, where he spearheads the development and expansion of their accounting department. His responsibilities are multifaceted, involving extensive tax work that includes reviewing and preparing returns, reviewing and performing accounting support…
Dawn Ogrentz is a dedicated and compassionate Client Engagement Specialist at Moskowitz LLP, where she serves as the front line for all incoming prospects. With 19 years of experience in the legal field, particularly in specialized customer service, Dawn brings a wealth of expertise to…
Josie Stockdale serves as a Client Engagement Specialist here at Moskowitz LLP, nurturing relationships with prospective clients and guiding them through the initial stages of engagement with the firm. With a Bachelor's degree in Corporate Finance from Colorado State University Global, Josie brings a fresh…
Moskowitz LLP created the role of Tax Services Coordinator to provide greater transparency and communication between our tax services department and our clients. Greg excels at directing the right client information to the right preparer, updating clients on the status of their work, and promoting…
Chioma determines the relevant tax documents for individuals and differing types of business entities, and organizes them in order to file the appropriate tax return to fit a client’s particular tax strategy. With six years of experience in tax, and an MBA in Leadership and…
LaTrisha brings an extensive background in accounting principles as well as tax preparation to her role at Moskowitz LLP. In interviewing and working with clients, LaTrisha proactively researches strategies based on the specifics of their business, income, and other factors, in order to secure the…
Mary is one of the primary contacts for Moskowitz LLP clients working with our Resolution and Legal departments, as she supports our enrolled agents and attorneys. She updates clients with information about the progress of their cases, handles information requests and follow up, and relays…
As an executive assistant to Paul Vargas, Managing Attorney at Moskowitz LLP, Jaclyn supports all aspects of Paul’s daily work routine. She schedules client meetings and advises Paul of time-sensitive and priority issues. Jaclyn brings a history of quick and effective adaptation to the communications…
Zhanna creates a durable record of day-to-day financial transactions, bank reconciliations, and generates financial statements for Moskowitz LLP bookkeeping clients. She is also a member of the Moskowitz LLP ERC team. In the accounting industry since 2014, Zhanna is trained in interpreting and analyzing financial…
Wendy is the first point of contact for potential and existing Moskowitz LLP clients. She understands and reports on the serious issues our clients face, and triages them to our engagement team or to the proper firm member for what they’re dealing with. Empathetic and…
Lorelie is one of the keys to our success in the Tax Department. She ensures that tax returns are moving through the life cycle that we have designed. As the Administrator of the Tax Department, she is responsible for overseeing and delegating work between tax…
As an enrolled agent, Carey represents Moskowitz LLP clients before IRS and state jurisdictions in tax disputes and tax resolution cases. She brings over 10 years of tax work experience to her role, and has been an enrolled agent since 2015. Carey, simply put, loves…
Paul is a keystone of our many departments. He coordinates our tax preparation, ERC cases, and tax resolution services, as well as our corporate formation and governance, and mergers and acquisitions work. And he manages all this while performing legal services for the firm on…
Taji is a key bridge between our clients and our attorneys at Moskowitz LLP. As a Client Engagement Specialist, she builds the rapport and trust necessary for clients to provide important and sensitive information about their cases. Taji marshals a strong command of a wide…
Sheri Yee is a shrewd, perceptive, and graceful communicator who knows how to make “client success” more than just a buzzword. As Client Engagement Manager at Moskowitz LLP, Sheri forms the first point of contact for new clients as they begin their relationships with our…
Sarah manages the flow of information between Moskowitz LLP and our tax clients. She assists them in filling out forms and using online portals and tax resources, ensuring the two-way communication necessary for a positive client experience takes place. A member of the Moskowitz LLP…
A veteran of Moskowitz LLP, Kirk assists both the legal team and tax group. He schedules calls with clients, manages document flow among the firm, clients, IRS, and all critical parties. He assists attorneys taking notes on calls with clients and organizes client portals on…
Daniel Rodas serves as the eyes and ears of the office manager at Moskowitz LLP. His daily myriad duties include delivering documents and occasionally serving as a stand-in witness. Daniel has been a valuable part of Moskowitz LLP since April 2021.
Ivette Fuentes is a Tax Preparer at Moskowitz LLP where she enjoys collaborating and being part of the tax department. A native Spanish speaker and fluent in English, Ivette has a strong background in accounting and tax. She prepares individual, business, and corporate tax returns,…
In her 20+ years at Moskowitz LLP Tina Vargas has proven to be an invaluable part of the tax litigation team. She assists attorneys, helps with case filings, and provides day-to-day support for busy caseloads. Tina works with IRS auditors and has an uncanny knack…
For nearly two decades, Erin has been fundamental to the smooth operation of Moskowitz LLP. Erin manages all of the firm’s core administrative functions, including operations, human resources, accounting, and marketing. Working in close partnership with founder Steve Moskowitz and Managing Attorney Paul Vargas, Erin…
Steve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully…
Our Services Are Customizable to Your Needs.
We Serve Clients Nationwide, Including in
San Francisco, Los Angeles, and Salt Lake City.
© 2025 Moskowitz LLP | • All Rights Reserved. Disclaimer | Site Map | Privacy Policy. | 
10% OFF When Paid in December 2025
5% OFF When Paid in January 2026
