Learn how you can protect your prosperity from California and the IRS. Brotman Law is here to help you regain your peace of mind, and save a bunch of money in the process.
Tax Services
Value Proposition
We all have a responsibility to pay the taxes we owe. However, finding ways to minimize these taxes and maximize profits is allowed by law. We are experts in the IRS tax codes and regulations, and our job is to help you optimize your taxes by all legal means.
Business Tax Optimization
We are proficient in the IRS tax codes and regulations, and our job is to help you optimize your taxes by all legal means.
Individual Tax Optimization
At Brotman Law, we thoroughly analyze your unique situation to design a personalized tax plan that maximizes your savings and minimizes your tax liability.
Residency & Multi-State Tax Issues
We take the guesswork out of residency issues, ensuring you understand and comply with all relevant regulations. Let us simplify your residency status so you can focus on what matters most.
Exit Planning and Other Corporate Transactions
At Brotman Law, we take pride in advising real estate developers and entities, professional services firms, and individuals on a range of transactions.
Real Estate and Investment Portfolio Optimization
We understand that strategic tax planning can mitigate tax burdens, allowing you to preserve more of your resources for growth and new investments.
Other State Tax Representation
Drawing on our extensive experience with aggressive state tax jurisdictions, we are well-equipped to guide clients through audits, negotiate payment plans, and secure penalty abatements.
International Tax Controversy and Compliance
Our attorneys have mastered the complexity of international tax law, and we leverage our expertise to uncover opportunities abroad, empowering your business to expand strategically and capitalize on global prospects.
Cryptocurrency Tax Issues
Beyond compliance, we provide strategic insights to maximize savings and navigate regulatory changes confidently, safeguarding your assets.
Cannabis Tax Issues
We understand that navigating the complex landscape of cannabis tax issues can be difficult for dispensary owners, so we’re here to ensure your dispensary remains compliant, while optimizing any available tax savings.
Tax Promoter/Tax Shelter Issues
Our goal is to mitigate penalties, negotiate settlements, and safeguard your financial interests throughout the process.
Complex Tax Preparation
Our team considers your goals, financial situation, and the expectations of the IRS and state agencies to craft a tax strategy that optimizes your finances and reduces audit risks.
Business & Real Estate Transactional Tax
Complex business and financial transactions often call for expertise in different areas of law. With access to attorneys knowledgeable in real estate tax and corporate transactions, Brotman Law will help you stay nimble in an aggressive marketplace. Let no tax issues slow down your progress.
Tax Defense
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Employee Retention Tax Credit
Protect Your Business From the IRS
Learn how our experienced tax attorneys can resolve your most complex tax issues and help you get on with your life.
Employee Retention Tax Credit Litigation
Our compliance and controversy background, combined with our experience filing hundreds of ERC applications, makes us well informed on the laws and qualifications that go into the credit, and how to appeal IRS decisions.
The Do’s and Don’ts of ERTC Audit Defense for South Carolina Businesses
ERTC Compliance: A Step-by-Step Guide to Audit Defense for Georgia Businesses
Effective ERTC Audit Defense Strategies for Minnesota Businesses
The Ultimate Guide to ERTC Audit Defense for Oklahoma Businesses
ERTC Audit Tips for Nebraska Businesses
Everything Kansas Businesses Need To Know About ERTC Audits
Preparing for an ERTC Audit: A Checklist for Maine Businesses
ERTC Audit Defense: How Vermont Businesses Can Achieve The Best Results
What to Expect During an ERTC Audit and How to Respond: For New York Businesses
Effective ERTC Audit Defense Strategies for West Virginia Businesses
ERTC Audit Defense in Utah: A Guide for Local Businesses
Effective ERTC Audit Defense Strategies for Louisiana Businesses
ERTC Audits: How to Prepare and Protect Your Missouri Business
ERTC Audit Preparation Tips for Nevada Businesses
Strategies for Successfully Defending ERTC Audits in Pennsylvania: Key Tactics and Approaches
Strategic ERTC Audit Defense for Oklahoma Businesses
Strategic ERTC Audit Defense for Nebraska Businesses
Strategic ERTC Audit Defense for Missouri Businesses
Navigating ERTC Audit Defense in Iowa: Strategies for Success
Strategic ERTC Audit Defense for Georgia Businesses
Arizona
ERC Arizona Grant | Ultimate AZ Employee Retention Credit Guide
In the stormy seas of economic adversity brought on by the COVID-19 pandemic, many businesses in Arizona have needed a lifeboat just to keep their operations afloat. For those impacted, the Employee Retention Credit (ERC) is a lifeline — one that offers enough financial relief for small to medium-sized businesses to not just survive, but thrive. If ... <a title="ERC Arizona Grant | Ultimate AZ Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/erc-arizona-grant/" aria-label="Read more about ERC Arizona Grant | Ultimate AZ Employee Retention Credit Guide">Read more</a>
Oklahoma ERC Grant Guide | ERTC in Oklahoma City
While there’s no difference in the ERC guidance between national and state levels, that doesn’t mean applying for the ERC in Oklahoma is any easier. In addition, the pressure is on small businesses making Oklahoma ERC claims since the IRS has confirmed it will be carrying out audits. However, it’s not all doom and gloom… We’ve put ... <a title="Oklahoma ERC Grant Guide | ERTC in Oklahoma City" class="read-more" href="https://sambrotman.com/blog/oklahoma-erc-grant/" aria-label="Read more about Oklahoma ERC Grant Guide | ERTC in Oklahoma City">Read more</a>
ERC in Texas: Ultimate TX Employee Retention Credit Guide
For small businesses in Texas seeking to harness the benefits of ERC, the spotlight is intensified as the IRS heightens its audit focus. However, amid these challenges, there’s a beacon of hope. Our comprehensive ERC in Texas guide is here to guide you through the intricacies of ERC implementation in the Lone Star State, from eligibility criteria to ... <a title="ERC in Texas: Ultimate TX Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/erc-in-texas/" aria-label="Read more about ERC in Texas: Ultimate TX Employee Retention Credit Guide">Read more</a>
ERC Wisconsin Grant Guide (Employee Retention Credit)
For businesses impacted by COVID-19, a silver lining exists in the form of the ERC in Wisconsin. Designed to provide financial relief, the employee retention credit offers a massive financial relief for businesses owners looking to keep their venture going, even after the global pandemic. But… if you’re just looking for guidance from our ERC attorneys, particularly ... <a title="ERC Wisconsin Grant Guide (Employee Retention Credit)" class="read-more" href="https://sambrotman.com/blog/erc-wisconsin/" aria-label="Read more about ERC Wisconsin Grant Guide (Employee Retention Credit)">Read more</a>
ERC in Ohio: Ultimate OH Employee Retention Credit Guide
Are you an Ohio-based small business owner grappling with the intricate process of claiming the Employee Retention Credit (ERC)? While the national and state guidelines may be similar, the application process for the ERC in Ohio presents unique challenges, particularly with the IRS gearing up for audits. But don’t let this deter you. Our expert ... <a title="ERC in Ohio: Ultimate OH Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/erc-in-ohio/" aria-label="Read more about ERC in Ohio: Ultimate OH Employee Retention Credit Guide">Read more</a>
Employee Retention Credit in Michigan Ultimate Guide
In the wake of the global pandemic, businesses across Michigan have faced unprecedented challenges. Enter the employee Retention credit (ERC) — a beacon of hope in these testing times. This financial relief mechanism is not just a silver lining, but a golden opportunity for Michigan businesses to regain their footing and forge ahead. Whether you’re ... <a title="Employee Retention Credit in Michigan Ultimate Guide" class="read-more" href="https://sambrotman.com/blog/employee-retention-credit-michigan/" aria-label="Read more about Employee Retention Credit in Michigan Ultimate Guide">Read more</a>
Ultimate Idaho Employee Retention Credit Guide
It can be challenging for businesses and nonprofits to understand the Idaho Employee Retention Credit (ERC). While it sounds simple on paper, the intricacies surrounding eligibility requirements, calculating accurate credit amounts, and ensuring compliance with the IRS’s guidelines make it a complex credit. But, all is not lost! Our experienced ERC attorneys are on-hand to help you avoid ... <a title="Ultimate Idaho Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/idaho-employee-retention-credit/" aria-label="Read more about Ultimate Idaho Employee Retention Credit Guide">Read more</a>
ERC Indiana Guide | Employee Retention Credit Indianapolis
Claiming the ERC in Indiana might seem straightforward, especially given the consistent guidance at national and state levels. However, don’t be misled — the path to securing the employee retention credit in Indiana comes with its own challenges. Small businesses in Indiana face an added layer of pressure due to the impending audits confirmed by ... <a title="ERC Indiana Guide | Employee Retention Credit Indianapolis" class="read-more" href="https://sambrotman.com/blog/erc-indiana/" aria-label="Read more about ERC Indiana Guide | Employee Retention Credit Indianapolis">Read more</a>
Ultimate Tennessee Employee Retention Credit Guide
If you’re among Tennessee businesses that were impacted by COVID-19, the Employee Retention Credit (ERC) serves as financial relief that empowers small to medium-sized businesses to weather the storm and emerge stronger. However, working out the ERC in Tennessee isn’t just a walk in the park, but that’s where this guide comes in… If you ... <a title="Ultimate Tennessee Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/tennessee-employee-retention-credit/" aria-label="Read more about Ultimate Tennessee Employee Retention Credit Guide">Read more</a>
ERC Missouri Grant: Ultimate MO Employee Retention Credit Guide
Can’t figure out how the ERC Missouri grant works? How do you ensure compliance and understand tax consequences? If this resonates with you, you’re not alone. Even though the ERC involves a set of intricate rules, there is a way to simplify it. At Brotman Law, we understand the complexities of the ERC and have created ... <a title="ERC Missouri Grant: Ultimate MO Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/erc-missouri-grant/" aria-label="Read more about ERC Missouri Grant: Ultimate MO Employee Retention Credit Guide">Read more</a>
Iowa ERC Grant: Ultimate IA Employee Retention Credit Guide
Are you a business owner in Iowa struggling with the complexities of claiming the Employee Retention Credit (ERC)? Just like in many states, applying for the ERC comes with its unique challenges, particularly with the IRS audits. Despite this, don’t lose hope. Brotman Law is here to guide you through the ins and outs of ... <a title="Iowa ERC Grant: Ultimate IA Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/iowa-employee-retention-credit/" aria-label="Read more about Iowa ERC Grant: Ultimate IA Employee Retention Credit Guide">Read more</a>
ERC in Florida: Ultimate FL Employee Retention Credit Guide
In today’s challenging business landscape, owners face unparalleled demands. Amidst this, the IRS offers a lifeline—the Employee Retention Credit (ERC)—boosting workforce retention and financially assisting businesses that retained their staff during the COVID-19 pandemic. But, are you ERC-ready? Uncertain about ERC Florida eligibility or calculation? Welcome to your ultimate ERC guide—condensing essentials into one resource. ... <a title="ERC in Florida: Ultimate FL Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/employee-retention-credit-florida/" aria-label="Read more about ERC in Florida: Ultimate FL Employee Retention Credit Guide">Read more</a>
ERC in Georgia: Ultimate GA Employee Retention Credit Guide
Amid the troubled waters during the COVID-19 pandemic, the IRS introduced the Employee Retention Credit (ERC) to aid businesses and retain employees. But, as a business owner in Georgia, have you really grasped the ERC’s essence? Are you versed in eligibility and precise calculation? For tailored expert help, explore our ERC attorneys page and get in touch ... <a title="ERC in Georgia: Ultimate GA Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/georgia-employee-retention-credit/" aria-label="Read more about ERC in Georgia: Ultimate GA Employee Retention Credit Guide">Read more</a>
Ultimate Pennsylvania Employee Retention Credit Guide
While other states didn’t mandate businesses in similar industries to shut down during the Covid pandemic, Penn State was heavily hampered in certain sectors. As a result, Pennsylvania businesses can now claim the Employee Retention Credit to at least claw back some of the financial hardship they went through. This Pennsylvania Employee Retention Credit guide ... <a title="Ultimate Pennsylvania Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/pennsylvania-employee-retention-credit/" aria-label="Read more about Ultimate Pennsylvania Employee Retention Credit Guide">Read more</a>
Ultimate North Dakota Employee Retention Credit Guide
Amid the turmoil of the COVID-19 pandemic, North Dakota’s businesses were forced into mandatory closure to prevent the spread of the virus. For those businesses that continued to retain employees on their books and pay them, the Employee Retention Credit (ERC) is now available for those that meet the qualification criteria. But, do you know ... <a title="Ultimate North Dakota Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/north-dakota-erc-grant/" aria-label="Read more about Ultimate North Dakota Employee Retention Credit Guide">Read more</a>
Ultimate South Dakota Employee Retention Credit Guide
Even though, as a state, South Dakota didn’t mandate businesses to shut down during the COVID-19 pandemic, small businesses, especially, have struggled to stay afloat in the aftermath. Thankfully, the IRS rolled out the Employee Retention Credit (ERC), with businesses suffering a significant decline in gross receipts enabling them to apply for the credit. This ... <a title="Ultimate South Dakota Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/south-dakota-employee-retention-credit/" aria-label="Read more about Ultimate South Dakota Employee Retention Credit Guide">Read more</a>
Ultimate Nebraska Employee Retention Credit Guide
Even though the Nebraska governor, Pete Ricketts, refused to mandate a shutdown for businesses, it was inevitable that there’d be a financial impact during COVID-19. To alleviate this burden somewhat, the Employee Retention Credit was rolled out to provide eligible businesses a way to claim a tax credit if they retained and paid an element ... <a title="Ultimate Nebraska Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/nebraska-employee-retention-credit/" aria-label="Read more about Ultimate Nebraska Employee Retention Credit Guide">Read more</a>
Alabama
ERC Alabama Grant: Ultimate AL Employee Retention Credit Guide
In the stormy seas of economic adversity brought on by the COVID-19 pandemic, many businesses in Arizona have needed a lifeboat just to keep their operations afloat. For those impacted, the Employee Retention Credit (ERC) is a lifeline — one that offers enough financial relief for small to medium-sized businesses to not just survive, but thrive. But ... <a title="ERC Alabama Grant: Ultimate AL Employee Retention Credit Guide" class="read-more" href="https://sambrotman.com/blog/erc-alabama-grant/" aria-label="Read more about ERC Alabama Grant: Ultimate AL Employee Retention Credit Guide">Read more</a>
Understanding the Landscape of New Mexico ERTC Audit Issues
Colorado ERTC Audit Defense: A Guide for Local Businesses
ERTC Audits: How Kentucky Businesses Can Protect Themselves
Alabama
ERTC Audit Defense for Alabama Companies
A Primer for Defending ERTC Audits in Tennessee
Mississippi Employee Retention Tax Credit Audit Defense Strategies
Arizona
Employee Retention Tax Credit Audit Defense for Arizona Businesses
Illinois ERTC Audit Defense: A How-To Guide
Understanding the Landscape of New Mexico ERTC Audit Issues
Successful Wyoming ERTC Audit Defense
ERTC Audit Defense Guide for Indiana Businesses
Arkansas
An Arkansas Employee Retention Tax Credit Attorney’s Guide
Navigating Ohio Employee Retention Tax Credit Audits
Optimizing ERTC Audit Defense for Michigan Businesses
Florida Employee Retention Tax Credit Audit Defense Strategies
South Dakota ERTC Audit Defense Best Practices
ERTC Audit Defense Essentials for North Dakota Businesses
Strategies for ERTC Audit Defense: A Guide for Montana Businesses
Employee Retention Tax Credit Audit Defense in Washington State – ERC Audits
Comprehensive ERTC Audit Defense Strategies for Idaho Businesses
Wisconsin Employee Retention Tax Credit Defense: An Overview
How Boise Businesses Can Protect Themselves From Employee Retention Tax Credit Audits
How Portland Businesses Can Protect Themselves From Employee Retention Tax Credit Audits
ERC Audit Defense in San Antonio, Texas: Protecting Your Business From Employee Retention Tax Credit Audits
How El Paso Texas Businesses Can Protect Themselves From Employee Retention Tax Credit Audits
Employee Retention Tax Credit Audit Risks For Seattle Businesses
ERC Audit Penalties
Strategies for Handling ERC Audits: Navigating the Complexities with Confidence
Understanding Key Factors in ERC Audit Risk Assessment
Strategies For Handling ERC Audits
Employee Retention Tax Credit Audits
If your business has been contacted by the IRS for an audit, be sure that the original filing was done correctly or reach out to see how an ERC tax attorney can help you navigate through the audit process.
Employee Retention Tax Credit Appeals
Our compliance and controversy background, combined with our experience filing hundreds of ERC applications, makes us well informed on the laws and qualifications that go into the credit, and how to appeal IRS decisions.
Employee Retention Tax Credit Audits
Employee retention credit scams: Don’t fall victim to an ERC scam!
Employee retention credit scams mainly take the form of phone calls, collections and identity theft, with the IRS warning of these ERC scams.
Employee Retention Tax Credit Audits
IRS ERC Audit Risk Guide: Statute of Limitations, Penalties & More!
The IRS may conduct an ERC audit to verify that an employer has accurately calculated and claimed the credit, but an ERC statue of limitations applies
Employee Retention Tax Credit Appeals
Is the Employee Retention Credit Taxable Income?
The ERC is not exactly taxable income but still affects your payroll deductions. Learn all about employee retention credit taxable income implications here
Employee Retention Tax Credit Appeals
Employee Retention Credit and Nonprofits (Incl. Churches)
The employee retention credit and PPP difference is that PPP is a forgivable loan for small businesses, and the employee retention credit is a tax credit
Employee Retention Tax Credit Appeals
Employee Retention Credit and PPP Compared (ERC vs PPP)
The employee retention credit and PPP difference is that PPP is a forgivable loan for small businesses, and the employee retention credit is a tax credit
Employee Retention Tax Credit Filings
How to Apply for the Employee Retention Credit
The steps on how to apply for the employee retention credit include determining eligibility, suspension of operations, qualified wages & filing for ERTC
Employee Retention Tax Credit Filings
How to calculate the employee retention credit for 2021 and 2020
How to calculate employee retention credit for 2021 and 2020 varies due to different eligibility requirements for small businesses. Learn more here!
Employee Retention Tax Credit Appeals
ERC Qualifications | Employee Retention Tax Credit Eligibility
Employee retention credit eligibility is a significant decline in gross receipts or partially or fully suspended from a government order related to COVID-19.
Is My Employee Retention Tax Credit Legitimate? Ask These Questions.
Determining if your Employee Retention Tax Credit is legitimate and was filed correctly is a matter of asking these questions.
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The Audit Process Step by Step
Here's what happens from the moment you receive an audit notice to resolution:
- Notice received — The IRS sends a letter explaining what they're examining and what documentation they need
- Power of Attorney filed — We sign Form 2848, which means the IRS talks to us, not you
- Document review — We review every document before anything goes to the IRS. We provide exactly what's needed — nothing more
- Examination — The IRS reviews your records. For office and field audits, we attend all meetings in your place
- Proposed adjustments — If the IRS wants to make changes, they issue a written proposal. We review it line by line
- Negotiation or appeal — We challenge anything we disagree with. If we can't resolve it at the exam level, we take it to appeals
- Resolution — Case closed. We make sure you understand the outcome and what it means going forward
Why You Need Professional Representation
Here's the reality: anything you say to the IRS can be used against you. Even an innocent statement can be misinterpreted, taken out of context, or used to expand the scope of your audit.
Your CPA probably filed your return. That's great. But filing a return and defending one are two completely different skills. You wouldn't send your dentist to perform heart surgery — the same logic applies.
A qualified tax attorney knows IRS procedures inside and out, understands the legal standards the IRS must meet, and knows exactly how to position your case for the best possible outcome.
Appeals & Next Steps
If you disagree with the audit results, you have the right to appeal. The IRS Office of Appeals is independent from the examination division, and they settle the majority of cases they hear.
We've won over 100 appeals by building cases that are thoroughly documented and legally sound. The key is presenting a clear, well-organized argument that makes it easier for the appeals officer to rule in your favor.
If appeals doesn't resolve it, the next step is Tax Court. We're prepared for that too, but in our experience, most cases settle well before they get to trial.
How to Prevent Future Audits
Once your audit is resolved, the last thing you want is another one. Here's what we recommend to minimize your risk:
- Keep meticulous records — especially for deductions and business expenses
- Report all income — even if you didn't receive a 1099
- File on time, every time
- Use actual calculated figures rather than round numbers — while not a major audit trigger on its own, it's a best practice that signals accuracy in your records
- Work with a qualified tax professional who understands your situation
- Consider a proactive tax strategy engagement to optimize your structure and reduce risk
Want to make sure this doesn't happen again? After resolving your audit, we can help restructure your taxes to minimize future risk. It's the other side of what we do — and it's just as important as the defense. Learn about our tax strategies →
