Attorneys

Our highly skilled attorneys have over 80 years of combined experience in tax law.

BJWFirm founder Betty Williams specializes in civil tax controversy matters including audits and appeals of income tax, employment tax, and sales and use tax matters. She also represents clients in criminal tax matters in areas such as structuring, tax evasion, and the failure to file a tax return. Betty has worked extensively on offshore and international tax compliance matters, representing both U.S. taxpayers and foreign financial institutions regarding the Foreign Account Tax Compliance Act (FATCA). She is the current Chair of the Executive Committee of the Taxation Section of the State Bar of California and regularly presents articles and seminars on various tax controversy matters. She is the recipient of numerous awards in her field. Click here for more information about Betty.
Todd LuomaTodd Luoma has significant experience in trials and negotiations with the federal and California state taxing authorities. Todd has worked extensively on issues related to collections, employment tax, civil tax fraud defense, and multi-state and residency tax issues. Todd is a former trial attorney at the U.S. Department of Justice, Tax Division. Todd has lectured extensively to attorneys and accountant professional organizations regarding tax matters. Click here for more information about Todd.
AnitaAnita Falk has represented clients extensively in IRS, FTB, and CDTFA (formerly the BOE) audits and appeals. She assists clients with installment agreements and offers in compromise, lien releases, innocent spouse claims, penalty abatement, and refund claims. Anita has represented hundreds of clients in the IRS and FTB offshore voluntary disclosure programs and is well-versed in all tax compliance matters. Click here for more information about Anita.
JimJames Bourbeau previously worked as an attorney for the California Employment Development Department, where he handled cases with tax assessments ranging from a few thousand into the millions of dollars and regularly appeared at hearings before the California Unemployment Insurance Appeals Board (CUIAB). Jim also negotiated settlements on many cases and advised the EDD on legislation and regulations affecting both the EDD and the employers of California. In addition to assisting clients with worker classification and wage and hour matters, Jim also represents clients in income tax and sales tax audits and appeals. Click here for more information about Jim.
Michael Pearson
Michael Pearson has extensive experience with transactional corporate and tax representation, including entity formation and daily operations, sales, and liquidation. He has represented borrowers and commercial lenders in real estate financing and has drafted tax opinions for Initial Public Offerings and third-party legal opinions for tax-free reorganizations. Mike also represents clients in federal and California tax audits and advises clients on a wide range of income tax issues including IRC section 1031 exchanges, state residency matters, and innocent spouse relief. Click here for more information about Michael.

For more information about our attorneys and our background, please click on the following links.

Contact Our Tax Attorneys

For more information or to schedule a consultation with a tax attorney at the Law Office of Williams & Associates, PC, call (916) 488-8501 (toll free: (800) 684-7147) or fill out the contact form on this site.