Business Details
32 Years
experience
Trusted Tax and Business Legal Solutions in Rancho Mirage
Michael David Daniels has provided comprehensive legal and tax services since 1994, combining over 30 years of expertise as a Certified Specialist in Taxation Law and a Certified Public Accountant. Our firm specializes in tax compliance and controversy, business formation, asset protection, and complex transactional planning, serving clients before the IRS, Franchise Tax Board, and various courts. We prioritize client relationships through timely communication, ethical practices, and tailored solutions for individuals and businesses.Our team includes experienced professionals handling accounting, legal support, and administrative needs across two California offices. We leverage technology like My1040Data and ProSystem fx Portal to streamline document management and enhance client collaboration. Our mission remains focused on delivering high-quality, client-centered legal services with a deep understanding of tax and business law intricacies.
Services
Tax Return Preparation
Business Formation
Asset Protection
Tax Audits
Tax Planning
International Tax
Business Management
Legal Defense
Business Contracts
Dispute Resolution
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of combined legal and tax expertise.
- Our founder is a Certified Specialist in Taxation Law.
- We provide CPA-level financial and legal integrated solutions.
- Our team handles complex IRS and state tax controversies.
- We leverage secure technology for efficient client collaboration.
Services
Tax Audits
We represent clients in IRS, Franchise Tax Board, and State Board of Equalization matters through administrative appeals and court proceedings. Our team combines legal and accounting expertise to resolve tax controversies efficiently. Clients benefit from strategic defense tailored to their specific compliance issues.
Business Formation
We assist with forming LLCs, partnerships, and corporations while addressing tax and asset protection considerations. Our services include creating complex business structures and compliance documentation. Clients receive guidance on entity selection to optimize liability protection and tax efficiency.
Tax Planning
We develop year-round tax minimization strategies for individuals and businesses. Services include year-end planning, international tax optimization, and compliance advisory. Our approach integrates legal and accounting perspectives to maximize savings while maintaining regulatory compliance.
International Tax
We prepare tax returns and provide consultation for international and US companies operating across borders. Our expertise covers cross-border compliance, reporting requirements, and tax-efficient structuring. Clients receive tailored solutions for multinational business activities.
Business Management
We handle day-to-day business operations including bill payment, legal matters, and tax planning. Our high-tech environment supports comprehensive management of financial and administrative tasks. Clients gain a centralized resource for ongoing business needs.
People
Daniels Michael CPA
Founder & Attorney
Certified Tax Law Specialist with 30+ years of experience in legal, tax, and accounting services. Admitted to U.S. Tax Court and Federal District Court. Combines CPA expertise with legal representation for complex client matters.
Questions
What tax services do you offer?
We provide tax return preparation for corporations, partnerships, trusts, estates, and individuals, including international tax compliance and audit representation.
Can you assist with business formation?
Yes, we help establish LLCs, partnerships, and corporations while addressing tax implications and asset protection strategies during the formation process.
Do you handle IRS tax controversies?
We represent clients in IRS audits, appeals, and litigation with expertise in resolving complex tax disputes and compliance issues.
What technology tools do you use?
We utilize My1040Data for secure tax document sharing and ProSystem fx® Portal for file storage and client collaboration.
