About Jason Galek
I am a California State Bar Certified Specialist in Taxation Law, practicing federal and California tax law with an LL.M. in Taxation. I advise small and medium businesses, business owners, founders, executives, investors, and individuals on equity compensation, startup and investment structures, and the decisions that determine how income and liquidity events are taxed. Those decisions are often made years before anyone realizes they are making one.
I treat tax planning and tax controversy as a single discipline. Planning that anticipates enforcement produces more durable structures, and experience defending positions sharpens the planning. Clients benefit from both perspectives on the same problem.
I treat tax planning and tax controversy as a single discipline. Planning that anticipates enforcement produces more durable structures, and experience defending positions sharpens the planning. Clients benefit from both perspectives on the same problem.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- California Department of Tax & Fee Administration (CDTFA)
- California Franchise Tax Board (CA FTB)
- California Employment Development Department (CA EDD)
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- FBAR & FATCA
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Foreign Informational Penalties
- FIRPTA
- Tax Preparer Penalties
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Penalties
- Sales Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- Tax-Related Identity Theft
- Tax Audit or Examination
- Franchise Tax Issues
- Unfiled Tax Returns
- Tax Penalties
- Tax Audit or Examination
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- FBAR & FACTA
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Fraud Examination Support
- 4180 Interview Support
- Audit Representation
- CSED Analysis
- Streamlined Filing Procedure
- Tax Court
- IRS Transcript Analysis
- Tax Consultation Service
- Installment Agreement
- Financial Hardship
- Offer In Compromise
- Tax Appeals
- Audit Defense and Support
- Installment Agreement
- Financial Hardship
- Offer In Compromise
- Levy Release or Reduction
- Penalty Abatement
- Tax Appeals
- Audit Defense and Support
- Tax Amnesty
- Tax Court
- Innocent Spouse Relief
- Installment Agreement
- Financial Hardship
- EDD Assessment Appeals
- Offer In Compromise
- Penalty Abatement
- Tax Appeals
- Audit Defense and Support
Tax Types Serviced
Corporate Tax
Excise Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
State Cannabis Tax
Gift Tax/GST Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
FIRPTA
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Expatriates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Law
California
12/6/2005
Active
Designation & Other Licences
License Type
U.S. Tax Court Practitioner (USTCP)
Jul 2010
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Tax Attorney | Galek Tax Law | Folsom, California | Feb 2014 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| University of California - Berkeley | Bachelor's Degree | 1996 |
| UOP McGeorge SOL | Juris Doctor (JD) | 2005 |
| Golden Gate University SOL | Master's Degree | 2008 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| The State Bar of California | Member | 2005 - Present |
Contact Information
Address
727 Sutter St suite b
Folsom, California 95630
Folsom, California 95630
In Office Visits
No
Website
Book Appointment
Pricing & Payments
Free Consultation
Virtual Consultation
Hourly Billing
Small Upfront Retainer
Flat Fee Pricing
Amex
Visa
Mastercard
Paypal
Venmo
Check
Cash
Zelle
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Web Article | Insight | IRS Audit Reconsideration: Sending a Message in a Bottle | View Publication |
| Web Article | Insight | How Far Back Can the IRS and California Audit and Collect? | View Publication |
| Web Article | Insight | Reasonable Cause Penalty Relief: IRS and California Penalty Abatement | View Publication |
| Web Article | Insight | IRS Notice of Deficiency: What the 90-Day Letter Means | View Publication |
| Web Article | Insight | California’s 20-Year Tax Collection Clock Has a Constitution Problem | View Publication |
Videos & Photos
Photo
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Photo
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