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Joseph Wilson

Joseph Wilson

Orange County Tax Attorney with Offices in Newport Beach and Yorba Linda
  • Tax Law, Criminal Law, White Collar Crime...
  • California
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Summary

Mr. Wilson is a former Federal Prosecutor, IRS Attorney and FTB Attorney. Mr. Wilson is the managing partner at the Wilson Tax Law Group, which is a law firm serving the Newport Beach and Yorba Linda areas that specializes in civil audits and criminal tax matters, involving federal and state tax authorities. The firm represents taxpayers during civil audits, administrative appeals, all phases of collection, judicial proceedings in all trial and appellate courts. The firm handles a wide variety of matters including international compliance and offshore banking matters. The firm is headed by Mr. Wilson, whose impressive background includes positions as federal prosecutor of tax crimes, IRS attorney and Franchise Tax Board attorney. Mr. Wilson handles tax audits, collection, appeals, litigation, FBAR penalty, and criminal tax defense.

Practice Areas
  • Tax Law
  • Criminal Law
  • White Collar Crime
  • Gov & Administrative Law
  • Appeals & Appellate
  • Bankruptcy
  • International Law
Additional Practice Areas
  • Criminal Tax Defense
  • International Tax Law
  • Offshore Disclosures
  • IRS Audits
  • FTB Audits
  • Tax Controversy
  • Employment Tax
  • Property Tax
Fees
  • Credit Cards Accepted
  • Rates, Retainers and Additional Information
    Fees are determined based on the case matter and going rate at the time of service
Jurisdictions Admitted to Practice
California
9th Circuit
D.C. Circuit
Federal Circuit
US District Court, Central District CA
US Tax Court
Languages
  • English: Spoken, Written
Professional Experience
Managing Partner
Wilson Tax Law Group, Newport Beach, California
- Current
Mr. Wilson is the founder and managing partner at the Wilson Tax Law Group located in Orange County, California. He has numerous years of handling tax controversy matters. He is a former Federal tax prosecutor, trial attorney for the IRS and trial attorney for the Franchise Tax Board. He has litigated a wide variety of civil and criminal tax cases in the United States Court of Appeals for the Ninth Circuit, Federal district court, U.S. Tax Court, California Superior Court, California Board of Equalization, California Unemployment Insurance Appeals Board and Property Tax Assessment Appeals Boards, in matters arising from various types of tax assessments, collection matters and criminal tax investigations.
Tax Attorney
Boutique Tax Controversy Law Firm
-
Worked at a law firm that specializes in civil tax controversy and provides advice regarding tax-related issues in bankruptcy.
Tax Counsel III Specialist
California Franchise Tax Board, Legal Division, Sacramento, California
-
Acted as lead technical counsel in numerous areas of tax law, focusing on abusive tax shelters as well as penalties imposed in connection with tax avoidance transactions at both the participant and promoter level and other subject matter areas. Acted as hearing officer, representing the Franchise Tax Board in protest hearings. Reviewed imposed legislation and suggested amendments to existing law as appropriate. Proposed, drafted, and/or reviewed regulations for submission to the Office of Administrative Law. Assisted the Attorney General and acted as Department liaison in litigation cases on complex tax issues. Prepared and argued complex income and franchise tax cases in administrative appeal hearings before the State Board of Equalization. Acted as lead technical counsel reviewing the work of other attorneys. Reviewed and researched in connection with preparation of rulings and/or position papers on a wide variety of the most difficult questions involving abusive tax shelter and tax avoidance transactions.
Assistant United States Attorney
United States Attorney's Office, Central District of California, Tax Division, Los Angeles, California
-
Represented the United States of America in virtually all types of tax litigation in United States District Court, Bankruptcy Court, Bankruptcy Appellate Panel, Ninth Circuit Court of Appeals and Superior Court, including tax refund suits to determine various types of tax liabilities; the economic substantive of employee stock ownership plans and various sham transactions; wrongful levy actions; suits to enjoin tax collection; actions brought under 28 U.S.C. § 2410(a); suits against IRS employees; affirmative suits to enforce IRS summonses; suits to set aside fraudulent conveyances; actions to reduce tax liabilities to judgment and foreclose federal tax liens; suits to enjoin bogus return preparers; objections to creditor claims in bankruptcy; hearings regarding confirmation of proposed Chapters 11 and 13 plans; motions to sell property free and clear of tax liens; motions to convert or dismiss Chapter 11 cases; motions to lift the automatic stay; grand jury investigations and criminal prosecutions for violations of federal tax laws. Supervised covert investigations, using searches, surveillance, stings, grand jury subpoenas, and other investigatory tools with respect to criminal tax cases.
General Attorney
Internal Revenue Service, Office of Chief Counsel, San Diego, California
-
Represented the Internal Revenue Service in civil tax litigation matters before the United States Tax Court. Supervised and provided legal guidance to the IRS Exam Division on the correct interpretation of tax laws, approval of offers and compromise, and assertion of the civil fraud penalty against certain high profile corporations. Rendered advice to the IRS Collection Division on issues such as lien attachment, lien priority, levies, summonses, redemption, applications for certificates of discharge, and lien releases. Assisted U.S. Department of Justice and the US Attorney’s Office in defense of suits with tax implications brought against the United States. Recommended criminal tax prosecutions to the Department of Justice on behalf of the Internal Revenue Service.
Tax Associate
Deloitte & Touche, San Diego, California
-
Extensive transactional experience in state and local taxes, real estate law, assessment, property tax reductions, complex property, valuations, mergers and acquisitions, international taxation, Sarbanes-Oxley Act of 2002, employment and contract law. Assisted to codify California Assembly Bill 964 into Revenue & Taxation Code §§ 401.17, 441 and 1153.5, dealing with tax assessment and audit methodology for certified aircraft.
Education
University of San Diego
LL.M. / Masters in Law Taxation (2003)
-
James E. Rogers College of Law, University of Arizona
J.D. / Law (2002)
-
Providence College
B.S. / Business (1999)
-
Awards
Wilely W. Manual Pro Bono Services
State Bar of California
Contribution of Pro Bono Services to San Diego residents
Oustanding Service
Legal Aid Society of San Diego
Contribution to Legal Aid Society's Law Income Tax Clinic
Domino
Deloitte & Touche
Leadership and advanced team planning and management
Applaud
Deloitte & Touche
Assisted in a $26 million dollar reduction from the State Board of Equalization that generated over $550,000 in tax savings for a new client
Wilely W. Manual Pro Bono Services
State Bar of California
Contribution of pro bono services to San Diego residents
Outstanding Service
Legal Aid Society of San Diego
Contribution to Legal Aid Society's Low Income Tax Clinic
Applause
Deloitte & Touche
Outstanding leadership and client development
AMJUR
Univesity of San Diego
Tax Valuation, Judge David Laro, US Tax Court
Professional Associations
American Bar Association, Tax Section
Member
Current
Association of Tax Counsel
Member
Current
State Bar of California, Tax Section
Member
Current
San Diego County Bar, Tax Section
Member
Current
Orange County Bar, Tax Section
Member
Current
Orange County Bar Association
Vice Chair
Current
San Diego County Bar Association
Chair
Current
State Bar of California Tax Section
Vice Chair
Current
Young Tax Lawers, San Diego Chapter, State of California
Chair
Current
Websites & Blogs
Website
Wilson Tax Law Group
Blog
Wilson Tax Law Group - Newport Beach Tax Attorney
Social Media
Contact & Map
Wilson Tax Law Group - Newport Beach Office
1401 Dove Street
Suite 630
Newport Beach, CA 92660
USA
Telephone: (949) 397-2292
Fax: (714) 694-5998
Wilson Tax Law Group - Yorba Linda Office
18032 Lemon Drive
Suite C609
Yorba Linda, CA 92886
USA
Telephone: (714) 463-4430
Fax: (714) 694-5998