Experience. Dedication. Results.

Attorney Profiles

Our highly skilled attorneys have over 100 years of combined experience in tax law.

Firm founder Betty Williams specializes in civil and criminal tax matters, including appeals and settlements of income tax, employment tax, sales and use tax, and excise tax matters. She defends criminal clients and negotiates plea agreements in areas such as structuring and tax evasion. Betty has worked extensively on multi-state and residency nexus issues, and works with clients in rapidly changing fields including Marijuana Related Businesses and Cryptocurrency. She has obtained penalty abatement relief for her clients into the millions. Betty has represented clients before the Ninth Circuit Court of Appeals, the U.S. Tax Court, the International Chamber of Commerce, in Superior Courts, and before the California Office of Tax Appeals. Betty serves on the U.S. Tax Court Appointments Committee of the American Bar Association; is the Vice President of the California Lawyers Association; a Fellow of the American College of Tax Counsel; a member of the California Office of Tax Appeals’ external advisory committee, and serves on the CJA Trial Panel for the Office of the Federal Defender. Betty regularly presents articles and seminars in the United States on various tax controversy matters and has received numerous awards in her field. To read Betty’s full bio, click here.

Todd Luoma

Todd Luoma resolves tax controversies with the IRS and all California state tax agencies, at all administrative and judicial levels for our clients. He has significant experience defending taxpayers during audits, appeals, and in collection matters.

Todd is a former Trial Attorney at the U.S. Department of Justice Tax Division. His litigation practice includes trying tax disputes before the U.S. Tax Court, U.S. District Courts, U.S. Court of Federal Claims, and U.S. Bankruptcy Courts, as well as in California Superior Courts. Todd also represents clients in appeals before the Ninth Circuit Court of Appeals, District of Columbia Circuit, and California appellate courts. To read Todd’s full bio, click here.

Anita

Anita Falk has extensive experience representing clients in IRS, FTB, BOE, and CDTFA 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 and domestic voluntary disclosure programs and is well-versed in all tax compliance matters. To read Anita’s full bio, click here.

 

James Bourbeau

James Bourbeau is highly skilled in worker classification and wage and hour matters before the IRS and the California Employment Development Department (EDD), where he worked previously as an attorney. Jim handles cases with tax assessments ranging from a few thousand dollars to millions of dollars and regularly appears at hearings throughout California before the California Unemployment Insurance Appeals Board (CUIAB). Jim frequently represents clients in income tax and sales tax audits and appeals, and in all areas of tax compliance. To read Jim’s full bio, click here.

Headshot of Jason Galek

Jason Galek is certified by the California Board of Legal Specialization as a specialist in tax law and has substantial experience representing individuals, business entities and fiduciaries in tax litigation, controversy and planning for federal, state and local tax matters. He has had significant success in penalty abatement matters, tax audits and appeals, and international tax issues, and he has defended CPAs and other tax advisors in professional liability actions.

Jason has appeared before the Ninth Circuit Court of Appeals, the U.S. Tax Court, and at all administrative levels involving the IRS, California Office of Tax Appeals, California Franchise Tax Board, California Department of Tax and Fee Administration, California State Board of Equalization and California Employment Development Department, in audits, appeals, settlements and litigation, To read Jason’s full bio, click here.

Michael Pearson

Michael Pearson is extremely knowledgeable in transactional corporate tax matters, including entity formation and daily operations, sales, and liquidation. He represents 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. To read Mike’s full bio, click here.

Speak to a Lawyer about Your Tax Issue

Our firm serves clients’ tax issues in California, in 46 U.S. states and internationally. To schedule a consultation with a tax attorney at the Law Office of Williams & Associates, P.C., call our Sacramento office at (916) 488-8501 or toll-free at (800) 684-7147, or fill out the contact form on this site.