LET'S TALK TAX STRATEGY

A 30 minute call with Sam Brotman is all you need to determine if a tax strategy can help you save tens or even hundreds of thousands of dollars each year. There's no obligation and everything you gain from Sam's insight is yours to keep. 

This is only available for a limited time only. If all spots are taken, we regrettably cannot book any more calls. Please call our office to place yourself on the waitlist. 

Set up a quick introductory call with our Intake Specialist to get scheduled with Sam. 

NEXT STEPS


After your intake call, you will meet with Sam Brotman for your 30 minute tax strategy consultation. Our Intake Specialist will confirm your appointment, obtain your last year's tax filings, and get any other information to make your call as productive as possible.

HERE'S HOW WE'LL HELP YOU

Tax issues can be a scary place to find yourself in. It's like a deep hole, and you need a way out.

01

STOP DIGGING

Taxes take away your ability to leverage resources to their full advantage. So, if you understand our tax code and how to minimize your tax burden, you can more easily achieve your personal, professional, and financial goals.

02

MEASURE THE HOLE

California and our federal government wield massive power, sometimes crushing people in their path. But what they have in size, they lack in speed and flexibility. If you maneuver faster and smarter than the system, you can beat it or at least continue to flourish.

03

ANALYZE OPTIONS

We have developed our half hour Tax Action Plan consultation, where people and business owners like you can get answers and understand their options. It's confidential, personalized and you will come away from the meeting with a plan to deal with your tax issues.

04

EXECUTE

Engage with us as soon as you are ready and give us the information we need, so that we can help you diagnose the issue and get a resolution. You don’t even have to be a client of the firm for us to do that.

GET TAX HELP

STILL HAVE QUESTIONS?

Tax law can be complex, confusing, frustrating, and even scary. We're here to help!

WHAT CAN I EXPECT DURING OUR FIRST MEETING?


The first step in the process is a simple discovery call with our firm concierge. They will walk you through our intake process and provide you with a secure folder for you to upload any documents.

WHAT IS YOUR PRICING LIKE?


Our flat-fee model is easy, transparent, and creates a system where we are equally aligned to win. Rather than being bound by billable hours, you pay the same monthly rate, every month, regardless of how many hours need to be invested in your case. You get the full braintrust of our law firm without having to worry what it costs and we focus on providing as much as we can for our clients.

WHEN WILL I MEET SAM?


After scheduling your consultation with our concierge, you will meet with Sam. The particulars of your situation will be discussed and he will provide you with an analysis of whatever legal steps should be taken to mitigate the tax issue that you are struggling with.

I'M NOT IN CALIFORNIA. CAN YOU STILL HELP ME?


We serve clients nationally and internationally. We are happy to schedule an in-person meeting, a Zoom call, or a phone conference, whichever your preference.

I'M NOT SURE IF YOU CAN HELP ME. WHAT SHOULD I DO NOW?


Schedule a consultation today. Our tax action planning sessions go beyond the traditional legal advice in that we provide people with a plan for resolving their matters, whether or not it requires further representation.

WE HAVE HELPED THOUSANDS OF PEOPLE JUST LIKE YOU SAVE OVER $1 BILLION IN TAXES.

Our firm has a long history of success in helping people with their tax challenges. Tax matters are strategic matters, and strategy is one of the things that we do best at Brotman Law.

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I highly recommend Sam Brotman for any tax matters. His ability to handle complex tax controversies is unparalleled. Sam has an amazing team behind him and always puts his clients first.

Scott Alan Miller, Partner Dillon Miller Ahuja & Boss, LLP

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I really connected with my attorney, Lindsay, as she was the easiest person to work with and got us a great outcome. It was easy for me to just pick up the phone or email knowing she would respond quickly. When you’re working with a law firm, you don’t know if you are going to have someone personable, but I was pleasantly surprised.

Shawna Reeds, from Ontario, CA

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Sam Brotman is an aggressive, smart and ethical tax attorney. He solved my tax problem and secured the long-term financial future of my business and my family. I highly recommend Sam to anyone who is doing battle with IRS.

Michael, from Irvine

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It’s difficult to find an attorney that’s honest and direct, and based on my personal experience, Sam is a rare resource that people can rely on. I would happily hire Sam (or refer him to friends and family) in the future for any federal or state tax support.

Happy Client , From San Diego

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Lawyers are typically hard to get a hold of, but I was able to get a hold of Sahar almost every day. I knew they were handling it, and I didn’t get the feeling of being with a large firm and my matter getting lost in the shuffle. They had the resources and power of a big firm, but with boutique attention.

A. Adams , from San Diego, CA

YOU'RE IN GOOD HANDS

100% Satisfaction Guaranteed. Not only will we solve your tax problems, we can even save you a bunch of money on your taxes.

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AS FEATURED ON

Reuters
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