Segal, Cohen & Landis

Segal, Cohen & Landis, P.C.

Santa Barbara IRS Tax Attorney

Serving Santa Barbara from our Beverly Hills office. Most matters are handled entirely by phone and video.

Santa Barbara residents who built their wealth in vineyards, coastal real estate, or professional practice are exactly the taxpayers the IRS and California Franchise Tax Board scrutinize most aggressively - and a Schedule C wine-country "hobby loss," an underreported rental on a Montecito or Hope Ranch second home, or a residency dispute over a part-year move can turn into a six-figure assessment fast. Segal, Cohen & Landis is the Beverly Hills-based IRS tax law firm that has defended high-net-worth individuals and business owners across the Central Coast for over 33 years, handling audits, FTB collection actions, offshore disclosures, and estate tax exposure. Our federal IRS practice is nationwide, so distance from our Wilshire Boulevard office is never a barrier to first-rate representation in Santa Barbara County. If you've received an IRS examination letter, an FTB Notice of Proposed Assessment, or a Final Notice of Intent to Levy, the window to respond is short - call before the deadline runs and your options narrow.

33+Years of IRS Defense
25,000+Clients Served Nationwide
All 50States Represented
Santa Barbara, California — Segal, Cohen & Landis

CA

Santa BarbaraCalifornia

IRS & Tax Context for Santa Barbara

All of California →

IRS Office for Santa Barbara Taxpayers

IRS Los Angeles Campus (nearest)

300 N. Los Angeles St., Stop 7345, Los Angeles, CA 90012

(213) 576-3140

Federal / Tax Court

U.S. Tax Court — Los Angeles Session | U.S. District Court for the Central District of California (Western Division)

California tax context

Tax issues affecting Santa Barbara

Santa Barbara taxpayers face one of the heaviest state income tax burdens in the nation. California's individual income tax tops out at 13.3% - the highest top marginal rate in the country - applied through nine brackets that reach the 13.3% rate above roughly $1 million in taxable income, with the 1% mental-health surcharge baked in.

Capital gains

Critically, California taxes long-term capital gains as ordinary income, with no preferential rate. For Santa Barbara's investment-heavy, equity-rich population - many of whom realize large gains selling appreciated coastal property or business interests - that means a combined federal-plus-state hit that can exceed 37% on a single transaction, and it makes the timing and characterization of gains a frequent audit flashpoint.

California FTB representation

Residency and California enforcement

The state authority is the Franchise Tax Board (FTB), which operates entirely independently of the IRS. The FTB runs its own audits, its own collections, and its own appeals process before the Office of Tax Appeals, and it is notoriously aggressive on residency. Anyone who splits time between Santa Barbara and a lower-tax state should expect the FTB to probe domicile under the "closest connections" test - voter registration, vehicle registration, where your physicians and accountants sit, and where you spend your days all become evidence.

California FTB representation

Vineyards and agriculture

Three local sectors carry outsized exposure. First, the Santa Ynez Valley and Sta. Rita Hills wine industry: vineyards and tasting rooms draw IRS hobby-loss challenges under Section 183, plus disputes over depreciation, agricultural deductions, and conservation easement valuations.

IRS audit representation

Hospitality and rentals

Second, hospitality and short-term rentals - Santa Barbara's strict transient occupancy rules and a thriving vacation-rental market generate underreported-rental-income cases and TOT compliance issues that surface in federal exams.

IRS audit representation

Professional and business income

Third, the high concentration of real estate professionals, attorneys, and venture-backed founders along the coast, whose pass-through income, QBI claims, and passive-loss positions invite Schedule C and partnership scrutiny.

IRS audit representation

Audits and representation

IRS enforcement in the Central Coast region currently prioritizes high-income non-filers, partnership and pass-through abuse, digital-asset reporting, and offshore accounts - the precise profile of many affluent Santa Barbara households. Because federal IRS practice is licensed nationwide, Segal, Cohen & Landis represents Santa Barbara clients before the IRS and the FTB from our Beverly Hills headquarters without requiring a single in-person trip, combining 33 years of audit defense, collection resolution, and tax litigation experience.

California FTB representation

IRS Tax Services Available to Santa Barbara Clients

We represent clients in Santa Barbara and across the United States before the IRS, U.S. Tax Court, and state tax agencies. Common issues we resolve:

Why Santa Barbara 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

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What Our Clients Say

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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 · Selected to Super Lawyers®

Samuel Landis, Esq. · LL.M. Taxation, Boston University · 33+ years IRS controversy practice

Frequently Asked Questions — Santa Barbara IRS Tax Help

I invested in a Santa Barbara vineyard. What are the IRS tax issues?

Vineyard investments can offer significant depreciation, agricultural deductions, and at-risk limitations. However, the IRS closely examines passive loss claims from vineyard investments and whether the activity constitutes a for-profit business. SCL handles IRS audits of vineyard investment returns for Santa Barbara wine country investors.

I'm a high-net-worth retiree in Santa Barbara with foreign accounts. What should I do?

U.S. persons with foreign accounts must file annual FBARs and potentially Form 8938 under FATCA. SCL handles compliance for Santa Barbara retirees with Swiss, British, Cayman, and other offshore accounts — including voluntary disclosure if filings are delinquent.

Can SCL handle IRS estate and gift tax issues for Santa Barbara families?

Yes. Large estate transfers, charitable remainder trusts, and family limited partnership structures used by Santa Barbara's wealthy families are IRS examination targets. SCL handles IRS estate and gift tax audits and advises on transfer tax planning.

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 Santa Barbara?

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.

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