Segal, Cohen & Landis, P.C.
San Jose IRS Tax Attorney
Serving San Jose from our Beverly Hills office. Most matters are handled entirely by phone and video.
San Jose taxpayers in technology, venture capital, and startups facing IRS audits of equity compensation, cryptocurrency, QSBS claims, or offshore structures can reach Segal, Cohen & Landis. The firm handles all federal and California tax matters for Silicon Valley clients remotely.
CA
San JoseCalifornia
IRS & Tax Context for San Jose
All of California →IRS Office for San Jose Taxpayers
IRS San Jose Office (nearest)
55 S. Market St., San Jose, CA 95113
(408) 283-1500
Federal / Tax Court
U.S. Tax Court — San Jose / San Francisco Session | U.S. District Court for the Northern District of California (San Jose Division)
California tax context
Tax issues affecting San Jose
San Jose is the heart of Silicon Valley's equity compensation economy.
IPOs and stock compensation
More IPOs, large RSU grants, and ISO exercises happen among San Jose residents than in almost any other city.
Federal and state audits
The IRS LB&I division and the California FTB both maintain dedicated resources for high-income tech employee returns.
Investment income
QSBS eligibility under Section 1202, carried interest treatment for VC fund managers, and cryptocurrency gains from early-stage company distributions are increasingly common issues in San Jose's tech community.
IRS Tax Services Available to San Jose Clients
We represent clients in San Jose and across the United States before the IRS, U.S. Tax Court, and state tax agencies. Common issues we resolve:
Why San Jose Taxpayers Choose Segal, Cohen & Landis
Attorney-Led, Not Sales-Led
Every case is handled directly by a licensed tax attorney — never delegated to an unenrolled preparer or case manager. You get attorney judgment from day one.
33+ Years of IRS Experience
Sam Landis, Esq. has spent over three decades navigating IRS Collection, IRS Examination, and U.S. Tax Court on behalf of individuals and businesses.
National IRS Practice
We practice before the IRS in all 50 states and U.S. territories. Your physical location doesn't limit your access to experienced IRS tax counsel.
Client Reviews
Read client feedback and visit our review sources for their current ratings and review counts.
What Our Clients Say
Read client feedback on Google and Trustpilot.
“Sam resolved a six-figure IRS levy in under a week. He communicated every step clearly and got the result we needed. I can't recommend SCL highly enough.”
Michael T. · 2024
“I had an extremely complex FBAR and Form 3520 situation. Sam understood every nuance and handled the voluntary disclosure flawlessly. Genuinely the best in the field.”
Priya R. · 2024
“After receiving an IRS audit notice I was terrified. The team at SCL walked me through everything, represented me completely, and the audit closed with no changes. Worth every penny.”
David L. · 2023
Samuel Landis, Esq. · LL.M. Taxation, Boston University · 33+ years IRS controversy practice
Frequently Asked Questions — San Jose IRS Tax Help
My startup went public and I have a large RSU and ISO tax event. What should I do?
IPO-year tax events are among the largest a tech employee will face. RSUs vested on IPO day are taxed at ordinary income rates; ISOs exercised pre-IPO can have AMT consequences. Post-IPO lockup expiration creates additional planning decisions. SCL advises San Jose tech employees on managing these events and handles any resulting IRS or FTB correspondence.
I received startup equity that is now worth millions. Does QSBS apply?
Section 1202 Qualified Small Business Stock can exclude up to $10 million of gain from federal tax. But eligibility requirements are strict — the company must be a C-corp, meet the gross assets test, and you must have acquired the stock at original issuance. SCL analyzes QSBS eligibility and defends the exclusion if the IRS challenges it on audit.
Can SCL help with cryptocurrency income from token distributions and DeFi?
Yes. Token distributions, liquidity pool income, staking rewards, and DeFi yield are all taxable events under current IRS guidance. SCL handles voluntary disclosure of cryptocurrency income, prepares or amends returns for multiple prior years, and represents San Jose clients in IRS audits of crypto activity.
How quickly can you stop a wage garnishment or bank levy?
In most cases, we can issue an IRS levy release or garnishment suspension within 24–72 hours of being retained, pending IRS processing. The first step is a free consultation to assess your situation.
What is the cost of a tax attorney consultation?
We offer a free initial consultation to evaluate your situation. Fee schedules vary by case type and complexity — we are transparent about fees before any engagement.
Attorney-Led IRS Representation
Ready to Resolve Your IRS Problem in San Jose?
Schedule a confidential consultation with a licensed IRS tax attorney. No sales calls, no pressure — just honest legal counsel and a clear path forward.
Attorney Advertising. This page provides general information, not legal advice. Contact an attorney for advice specific to your situation.