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.
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
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
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
Pricing & Payments
Free Consultation
Virtual Consultation
Small Upfront Fees
Flat Fee Pricing
Videos & Photos
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