*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
402 W Broadway
San Diego, California 92101
Sam Brotman has a magical way of making his clients instantly feel calm and at ease especially during high pressure times and times of crisis. Not only is Sam a brilliant tax attorney with extraordinary leadership and unending entrepreneur spirit, we share many mutual clients and my team thoroughly enjoy working with Sam and his exceptional team who is known for their trustworthiness and knowledge. He will quickly and accurately help identify your issues and provide you with solution-driven action items. I
Brotman Law helped my company successfully navigate a very difficult and stressful EDD audit over the course of 2 1/2 years. They successfully mitigated over 95% of the possible liability and 86% of the assessed liability. I to stress anyone who needs a tax attorney to represent you do not talk to the auditors that represent the state or federal government, hire good tax representation and let them navigate it for you. The auditors know the law, so you need someone on your side who understands the law a
Wanted to share my experience in working along side with Sam and his law firm, as I am a residential real estate broker. What I've noticed, and I've known Sam for years, is that he and his firm look for every angle out there to help minimize or mitigate any liability owed to the IRS. Not only have my dealings shown me his integrity, but he understands how stressful these tax situations are for his clients and he and his firm are there to create expectations and work to exceed what is expected. The profes
Sam Brotman has been an invaluable resource to me personally and to my clients in my commercial real estate practice. When asked by my clients for an opinion on the tax implications of various strategies in commercial development, investment or brokerage, I remind them that I am not an attorney, but I have personal experience with the most competent tax attorney I have ever met. It is an easy referral that I have 100% confidence in making. Sam has also attracted a terrific group of experienced lawyers to as
The Brotman Team did phenomenal and super creative work for us, and I am so very appreciative. Pulling this off was always going to be a long shot, given the circumstances, and I feel satisfied that my crack legal team and I did everything in our power to squeeze out every last net dollar from this transaction. I feel complete about it.
I highly recommend Samuel (Sam) Brotman at Brotman Law for his expertise in solving complex business and personal tax issues. I am a family law attorney who often represents high asset individuals in their divorce. Tax issues often dictate options for either settlement or litigation strategy. I find Sam's expert knowledge and advice in this area extremely helpful to me and my client as we try and achieve the best result for my client. Sam is a calming influence on clients who, quiet naturally, are an
I highly recommend Sam Brotman for any tax matters. His ability to handle complex tax controversies is unparalleled. Sam uses his strong legal skills to obtain amazing results for his clients. Whether in a contested hearing against the IRS or FTB, or in a conference room negotiating down a substantial tax assessment. He represents large companies, closely held corporations and individuals. Sam has an amazing team behind him and always puts his clients first. Again, i highly recommend him.
They are absolutely the best. From the smaller, easier things, to the more complicated situations, Sam and his team are the best. They walk you through each step so you understand what's happening, their communication is clear and makes you comfortable, and they drive amazing results. I cannot recommend them enough!
I highly recommend Sam Brotman, Michael Raff and the entire team at Brotman Law for any tax issues. Their professionalism and ability to explain the best course of action for a trying situation made the process easier. Michael was particularly emphatic to me and was very patient and kind. Their hard word was much appreciated.
I have nothing but great things to say about The Brotman Virtual Law Office. My experience with Sam has been very wonderful in every sense of the word. He is quick to respond to questions and concerns. We all know that it can be very difficult and embarrassing to openly and comfortably speak about our troubled finances with others. However, Sam made me feel comfortable and outlined the potential solutions to my problem quickly and easily. He is very patient and is very knowledgeable. I would highly recomme
It is hard to put in to words what Sam and the team at Brotman Law bring to the table for their clients. The situations that they are brought in on would be unfair to simply be called "difficult". Sam and his team work tireless to resolve issues for their clients in matters i don't think could be done by other firms. The team at Brotman Law work so hard based on the care and leadership Sam provides his team and his clients. Nobody should ever hesitate to work with Brotman Law if the need arises.
UPDATE: 6 months after my review, Brotman added a response full of lies that "our team offered to set up a call to discuss your case with me 1:1, but you declined" and especially the nonsense about a mysterious "material fact about your case" that they supposedly discovered. Their response to my review (doing nothing for 6 months and then gaslighting about how great and hardworking they are) closely matches their handling of my case. The quick summary of my disastrous experience with Brotman Law is that th
Brotman Law may market themselves as a tax law firm, but their specialty is in exceeding client expectations. Year after year, Brotman Law impresses us with their deep knowledge of the fine points of tax law, and we will continue to refer our clients to them and trust them to advise us on tax matters large and small. We are forever grateful for their expertise, professionalism, and the approachable style with which they conduct themselves. This is one truly impressive law firm.
I was defrauded by a person who claimed was an Expert with IRS Code pertaining to the Agent / Principal Relationship. He used GOD and the Bible as his way of getting me to trust him. After facing a Federal Magistrate, I was found not guilty to Criminal Charges, yet civilly, the IRS said I owed in the Hundreds of Thousands of Dollars, which also went to the perpetrator. Sam, assessed my situation and the payback to the IRS. Now after 10 years, the Collection Status Expiration Date (CSED) has wiped away t
Michael Raff and Lindsay Pyfrom were successful in their efforts on my behalf. It took longer and cost a bit more than Michael had estimated, but the final outcome was very good. Michael and Lindsay always replied promptly and were professional in every regard.
Sam and his team are helping me clear up some long neglected tax issues. At every turn, they have been helpful and done solid work. They have reminded me of deadlines and guided me to other professionals that have been of great assistance. I look forward to a life-long relationship with Brotman Law.
Volunteering his valuable time, Attorney Brotman advised me with respect to a pro bono matter. He has a clear command of both the legal and practical implications of how to guide clients through the complex, murky, and often misunderstood landscape of tax enforcement in California. I'll refer future clients to Mr. Brotman with confidence, and clients will be fortunate to retain him. Top notch counsel.
Brotman Law's team has a "you are not alone in this" approach which was important to me while defending myself in what felt unfair, scary and at times irrational. They navigate the IRS with ease. They communicated with me clearly with professionalism and respect. I felt I had hired the best possible person to take my case and highly recommend their expertise to others.
Sam is the consummate professional. Every time I have the opportunity to speak with him, I learn something different. He has positioned himself to be the expert in employee retention credits and has helped a lot of local business owners!
Hiring Sam was the best decision I have ever made. I had some tax questions and he walked me through step by step and I ended up saving me a significant sum. I am an attorney, but do not do this type of law at all. Sam was able to explain it to me in a way I could understand so that I could then explain it to my CPA. Thank you Sam! I highly recommend!!
Finding a good lawyer who is top notch expert in the field, honest, unselfish, and extremely humanitarian in the whole meaning of the word is almost like finding a needle in a hay stack. Mr Brotman is like that needle, a rarity nowadays and he would not hesitate to poke with it the eyes of the vultures who try to prey on his client.(figuratively speaking). In one sentence I would say this is a noble person and professional backed by the finest assistants (Kari, Astrid, Beth and Denise...) you will be lucky
Sam Brotman and his team were very supportive and walked me through a very extensive and challenging audit. I was really scared and they worked with me in a way that was comforting and professional, efficient and kind. I highly recommend them.
Brotman Law is our go-to firm for complicated federal tax dispute issues threatening our clients' livelihoods. Sam is a respected and experienced advocate and Corine is amazing to work with. I highly recommend this firm.
Sam and Corine are both extremely knowledgeable as well as top professional leaders in their field. They treat each client as an individual and bring their vast wealth of expertise to every client, large or small. Highly recommend.
Very professionally run office. The intake specialist does a great job getting things set up. Sam and his staff were on time for both meetings and provided great advice. Highly recommend.
Horrible law firm!!! They took my keys and promised me through the whole process that they will reduce the amount that I owe at least by 50%. They charged me about $10,000 and did not do a thing. When I had a conference call with them and the representative of the board of equalization I noticed did they don't know how to answer the questions and that are just wanted my money. I'm sorry met Sam and his crew of unhelpful paralegals and secretaries who only know how to call to collect money And not really the
I make my living counciling attorneys on advertising and manage online marketing campains for law firms. So when I personally need assistance from an attorney for my own needs which I can't get from someone I work with due to an area of practice outside of scope, and I go out into the market and do searches that yield a practice that has educational blog posts targeted to my situation that encourage people to contact them about representation, and I fill out a form and I get NO response, I can't help but fe
Sam does a great job of making you feel like you are the only thing he has going on. Makes you feel important. He is very knowledgeable and i would refer him to anyone who needs tax help.
I run an outside general counsel firm and my clients frequently have tax issues. Sam is my go to guy for complicated tax issues and problems. Brotman is the Big Iron of Tax!
I went to Brotman Law cause I got a letter in the mail from the Franchise Tax Board about a mixup on my taxes. Brotman Law was able to contact the FTB and workout a deal with them so that it wouldn't impact my employment or my budding business off the ground.
Working with Sam has been a pleasure! Sam and his team are very professional and thanks to their help, I was able to resolve a difficult business tax situation. Thanks again!!!
Very professional, totally recommended. I was witnessed to the good attention they gave to the difficult case of my friend. They keep working on it and it seems like we'll get a resolution for his case pretty soon.
Im very glad with my decision and fortunate I made the right one choosing Sam to battle the FTB. His team focused on results and not reasons.
Brotman law is good. Straight shooters and resolve problems quickly letting you make all the decisions. Thank you!
Wonderful folks, wonderful work and great communication. No Notes! Well done
ALL OF HIS LONG STATEMENT AND "FREE BROCHURE" ARE A COME ON TO GET YOU TO CALL HIM. HE DOES NOTHING FOR UNEMPLOYMENT. HIS ERRAND BOY GET ON THE LINE AND DOES A WHOLE DECERTATION ON HOW EDD IS REALLY NOT THEIR PRACTICE. THE WHOLE IDEA IS TO SCREEN FOR MONEY....BASICALLY AFTER A LONG INTRODUCTION I ASKED "YOU DONT DO POOR PEOPLE" ...THIS ERRAND BOY GOES AROUND IN CIRCLES TO CLARIFY WHY THE FEES WERE OUT OF RANGE TO GET INVOVLED IN YOUR CASE....THE WHOLE BROCHURE IS A JOKE...SCAM..FRAUD
David Canales was clear, concise, and informative. Explained the underlying issue and the options available. Very well done.
Great customer service, incredibly knowledgeable about the options available to individuals with tax issues while also being able to explain these options to a non-tax person.
Good people. Working hard for my cousin.
Not impressed, would not recommend to anyone.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.