Business Details
Trusted Tax & Estate Planning Law Services in South Lake Tahoe
The Jeppson Law has established itself as a trusted legal practice specializing in tax planning, estate administration, and probate litigation. With over a decade of experience, our firm provides comprehensive services tailored to high-net-worth individuals and business owners, focusing on minimizing tax liabilities while ensuring compliance with federal and state regulations. Our expertise extends to drafting and filing complex tax returns, resolving IRS notices, and developing personalized tax-efficient strategies aligned with clients' financial goals.In probate matters, we offer immediate and compassionate representation to navigate estate administration challenges, including will contests and fiduciary disputes. Our commitment to excellence is demonstrated through our proactive approach to resolving tax controversies at the earliest stages, avoiding litigation when possible while maintaining readiness to advocate in federal and state courts when necessary. We prioritize understanding each client's unique circumstances to deliver strategic solutions that protect their interests and financial legacy.
Services
Tax Return Drafting
Estate Planning
Probate Litigation
Business Entity Planning
IRS Notice Resolutions
Highlights and features
- We have over a decade of experience in federal and state tax return preparation
- We handle complex IRS and state tax notice resolutions
- We develop personalized tax-efficient strategies for financial goals
- Our practice includes probate litigation and estate administration services
- We provide business entity planning and compliance solutions
Services
Tax Return Drafting
Our tax return drafting service specializes in preparing federal and state tax returns for high-net-worth individuals and businesses. We utilize all applicable deductions and credits to minimize liabilities while ensuring compliance. Our process includes reviewing client-provided information, identifying tax-saving opportunities, and developing customized strategies that align with long-term financial goals through comprehensive return preparation.
Estate Planning
We provide comprehensive estate planning services that include creating wills, trusts, and other essential documents to manage clients' assets. Our approach focuses on minimizing estate taxes while ensuring smooth asset transfer to beneficiaries. The service covers drafting legal documents, establishing fiduciary arrangements, and providing ongoing guidance to update plans according to changing circumstances or tax regulations.
Probate Litigation
Our probate litigation service represents clients in estate disputes and will challenges before California courts. We handle contested wills, fiduciary duty violations, and guardianship matters with particular expertise in proving undue influence or fraud claims. The service includes court representation, evidence gathering, and strategic legal counsel to protect clients' interests during the probate process.
Business Entity Planning
We assist business owners in selecting and establishing appropriate legal structures for their enterprises. This service covers entity selection (LLC, S-Corp, etc.), formation documentation, and compliance planning. We focus on optimizing tax benefits while ensuring proper governance structures to protect business assets and facilitate smooth operations through comprehensive entity planning.
IRS Notice Resolutions
Our IRS notice resolution service addresses tax controversies including audits, penalties, and collection actions. We negotiate with federal and state tax authorities to resolve disputes efficiently while minimizing financial impact. The service includes representation in administrative proceedings, settlement negotiations, and if necessary, litigation in specialized tax courts to achieve favorable outcomes for clients facing tax enforcement actions.
People
Robert E. Jeppson
Attorney At Law
Robert E. Jeppson is a tax attorney with over a decade of experience in federal and state tax matters. He specializes in tax return preparation, IRS dispute resolution, and estate planning. Robert represents clients in tax controversies before federal courts and state authorities while providing strategic planning to minimize tax liabilities and ensure compliance.
Makayla Marshall
Administrative Assistant
Makayla Marshall serves as the office's administrative assistant, managing client communications and supporting legal operations. She coordinates client interactions, maintains office systems, and ensures efficient workflow for the firm's legal services while providing first-point-of-contact support for all client inquiries.
Questions
What tax services do you offer?
We provide comprehensive tax services including federal and state tax return preparation, IRS notice resolution, and tax planning strategies for individuals and businesses.
Do you handle out-of-state tax matters?
Yes, we assist clients nationwide with federal tax returns and can handle state tax matters beyond California through our specialized expertise.
What probate services are available?
We offer probate litigation, will contest representation, and estate administration services for California residents' estates through the probate court process.
How do you handle IRS disputes?
We negotiate with IRS and state tax authorities to resolve notices, audits, and collection actions, representing clients in administrative proceedings or litigation when necessary.
What estate planning documents do you create?
We prepare wills, trusts, power of attorney documents, and advance healthcare directives tailored to clients' asset protection and inheritance goals.
