Steven C. Sobotka

Steven C. Sobotka

Languages Spoken: English
Escondido, California
Tax Attorney at Tax Resolution Protocol

About Steven C. Sobotka

As a tax professional with over twenty years in the industry, I've had the opportunity to work with small business owners, individuals ranging from basic income levels to high net worth, and most types of taxable entities. Though much of the time was spent performing compliance, throughout the years, I've handled several resolution cases related to tax preparation clients.

These ranged from basic IRS notices resolved with a letter, to complicated notices that required extensive research, analysis, and nuanced arguments to achieve the best possible result for the client given their circumstances.

I always seemed to gravitate towards resolution work, as I found it the most interesting and rewarding. At times, I noted how I could become desensitized to the mere appearance of IRS/FTB correspondence, but more importantly, I also noticed how anxiety-inducing such correspondence can be for those who don't experience it routinely. That's when I eventually decided to focus my practice on mitigating that anxiety for taxpayers who find themselves in need of sound, professional advice and vigorous advocacy.


Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • California Franchise Tax Board (CA FTB)
  • Texas Comptroller of Public Accounts
  • Tennessee Department of Revenue
  • California Employment Development Department (CA EDD)

Reviews

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Customer Rating

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Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Wage Garnishment
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Tax Audit or Examination
  • Notice of Determination
  • Notice of Deficiency
  • FBAR & FATCA
  • Spousal Tax Issue
  • Tax Return Mistake

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Franchise Tax Issues

  • Unfiled Tax Returns
  • Tax Penalties
  • Unpaid Franchise Taxes

  • Tax Penalties

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Tax Penalties

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Partial Payment Installment Agreement
  • Penalty Abatement
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Lien Withdrawal
  • CAP Hearing
  • CDP Hearing
  • Business Tax Preparation
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • FBAR & FACTA
  • Audit Reconsideration
  • Audit Representation
  • Pro Se Tax Court Petition
  • Tax Court

  • Installment Agreement
  • Individual Tax Preparation
  • Offer In Compromise
  • Levy Release or Reduction
  • Penalty Abatement
  • Tax Appeals
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense and Support

  • Penalty Abatement
  • Levy Release or Reduction
  • Lien Release
  • Business License Help
  • LLC Reinstatement

  • Payment Plan
  • Business Tax Preparation

Tax Types Serviced

Income Tax Employment/Payroll Tax Estate & Trust Income Tax (Form 1041) FIRPTA

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations Estates Expatriates Non-Profits/Charities Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Law
Tennessee 11/20/2006 Active

Designation & Other Licences

License Type
U.S. Tax Court Practitioner (USTCP)
Jan 2007 Active

Related Work Experience

Job Title Company Location Work Duration
Principal Tax Resolution Protocol Escondido, California Jan 2020 - Present
Tax Manager Ernst & Young San Diego, California Jun 2019 - Jan 2020
Tax Manager Lavine, Lofgren, Morris, & Engelberg La Jolla, California Jan 2019 - Jun 2019
Tax Manager Snead & Associates, LLP San Diego, California Aug 2006 - Jan 2019

Education

Educational Institution Degree Graduation Year
San Diego State University Bachelor's Degree 1998
California Western School of Law Juris Doctor (JD) 2005
University of Alabama School of Law Master of Laws (LLM) 2011

Associations & Memberships

Associations or Memberships Position Duration
American Society of Tax Problems Solvers (ASTPS) Member 2021 - Present

Contact Information

Address


Escondido, California 92029

In Office Visits

No

Pricing & Payments

Free Consultation Virtual Consultation Small Upfront Fees Flat Fee Pricing
Venmo Method Venmo

Videos & Photos

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