Tax Law Offices of David W. Klasing

What Tax Law Offices of David W. Klasing does

Tax Law Offices of David W. Klasing is a boutique California tax law firm founded in 2002 and headquartered in a 19,700-square-foot penthouse suite at 2601 Main St., Irvine, California. The firm combines dual-licensed Tax Attorney and Certified Public Accountant expertise across a 15-person team to represent individuals and business entities before the IRS, California Franchise Tax Board, CDTFA, and EDD on civil and criminal tax matters. Named partners and Of Counsel include David W. Klasing (Founder and Managing Attorney), John A. Harbin, and Marc Schwartz, with a supporting bench of Tax Director, International & Domestic Tax Manager, and multiple senior staff tax accountants and consultants. The team holds J.D., M.S. in Taxation, and CPA credentials and covers specialized niches including international tax (FBAR, OVDP, FATCA), criminal tax defense, cryptocurrency taxation, and divorce-related tax issues.

Service breadth spans Business Tax Services, International Tax, Tax Audits & Appeals Representation, Tax Fraud Defense, Tax and Estate Planning, Tax Relief and Resolution (offers in compromise, installment agreements, innocent spouse), Cryptocurrency Tax Services, and Divorce Tax Issues. The firm markets via a comprehensive tax law library (50+ topics), a YouTube video channel, active social profiles, public speaking engagements, and earned-media presence in Bloomberg Tax, Accounting Today, Fox Business, and KTLA. Recognition includes a 10.0 AVVO rating, A+ Better Business Bureau rating, Best Lawyers listing, and OC Metro "Top Tax Attorneys in Orange County" designation.

The business model is professional-services hourly billing plus structured consultations, with an explicit acquisition funnel: 10-minute phone consultations at $95, 60-minute phone at $650, 60-minute in-office at $650, 60-minute encrypted GoToMeeting virtual at $675, and a $4,500 flat-fee 4-hour satellite office meeting. Distribution rests on 23 satellite offices across California plus Arizona, Hawaii, Nevada, New Mexico, Utah, Idaho, New York, Florida, Texas, and Washington D.C., with the founder leveraging instrument-rated private aviation to cover Southern California satellites at no additional client cost. Core technology is limited to GoToMeeting for virtual delivery; the firm operates as a founder-owned Professional Corporation (P.C.) under California law with no disclosed institutional investment.

Name

Tax Law Offices of David W. Klasing

Legal name

The Tax Law Offices of David Warren Klasing, P.C.

Website

https://klasing-associates.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Boutique California tax law firm offering dual-licensed Tax Attorney and CPA services — including IRS audit defense, criminal tax defense, international/FBAR compliance, and estate planning — to individuals and businesses across 11 states and Hawaii.

Ownership category

akta.pro rank

Product category

Tax Legal Services

NAICS

Offices of Lawyers (541110), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Business Valuation & Litigation Support (BPAHABAK), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Tax attorney services
• Tax audit representation
• Criminal tax defense
• International tax compliance
• Estate planning services

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices23 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Legal and Tax Advisory Services: Hourly billing for professional services including tax representation, audit defense, tax planning, criminal tax defense, and estate planning. Initial consultations offered at reduced rates ($95-$675) to convert clients to ongoing representation engagements.
2. Flat-Fee Consultation Services: Fixed-fee consultation appointments including 60-minute phone, virtual GoToMeeting, in-office Irvine, and 4-hour satellite office meetings at $4,500 flat rate.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

The firm provides dual-licensed tax attorney and CPA services, offering comprehensive representation before the IRS, California FTB, CDTFA, and EDD. Core offerings include civil and criminal tax defense, audit and appeals representation, international tax compliance (FBAR, OVDP, FATCA), business tax planning, estate planning, cryptocurrency tax services, and divorce-related tax issues. Services are delivered through hourly legal representation and tiered flat-fee consultations.

Product overview

Tax Law Offices of David W. Klasing is a boutique California tax law firm offering a comprehensive suite of tax-related legal and accounting services. The core offering is dual-licensed Tax Attorney & CPA services, combining legal representation with accounting expertise. The firm provides Business Tax Services, International Tax Services (including FBAR compliance and OVDP), Tax Audits & Appeals Representation, Tax Fraud Defense, Tax & Estate Planning, Tax Relief & Resolution, Cryptocurrency Tax Services, and Divorce Tax Issues. These services are delivered through in-person consultations at their Irvine main office or satellite offices, virtual GoToMeeting consultations, and phone consultations at various price points. The integrated approach allows clients to receive both legal counsel and accounting services from a single dual-licensed professional.

Differentiator

Problem solved

Functional benefit

Products and services

• Dual-Licensed Tax Attorney & CPA Services Comprehensive tax representation, planning, and compliance for civil and criminal tax matters, delivered by a dual-licensed Tax Attorney and CPA, for individuals and businesses facing IRS, California FTB, CDTFA, and EDD matters.
• Business Tax Services Corporate tax representation including business succession planning, entity selection, employment tax, sales tax audits, business transaction representation, online business tax, and tax services for clergy.
• International Tax Services
• Tax Audits & Appeals Representation
• Criminal Tax Defense
• Estate & Tax Planning
• Tax Relief & Resolution
• Cryptocurrency Tax Services
• Divorce Tax Issues
• Initial Consultation Services
• 4-Hour Satellite Office Meetings

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators4 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Hochman Salkin Toscher Perez P.C. Boutique tax controversy and tax litigation firm in Cherry Bekaert-affiliated orbit; directly comparable in IRS/state audit defense, criminal tax, and FBAR practice mix, with a similarly narrow, partner-led delivery model.
• Kostelanetz & Fink LLP: Long-standing boutique tax controversy and white-collar criminal tax defense firm; competes head-to-head for high-stakes IRS audits, criminal tax matters, and tax litigation with a similar premium partner-driven approach.
• Wiggam & Geer LLC: Atlanta-based boutique tax controversy and criminal tax defense firm; directly comparable in IRS audit representation, offshore disclosure, and federal tax litigation, serving a similar high-acuity client base.
• Silver Tax Group: National tax resolution and tax controversy firm handling IRS audits, liens, and unfiled returns; comparable service lines with similar consultation-driven GTM and nationwide marketing.
• Polston Tax Resolution & Accounting: Tax resolution and tax controversy firm serving individuals and businesses with IRS audits, offers in compromise, and penalty abatement; comparable client mix and consultation-led acquisition motion.

Emerging players

• Optima Tax Relief: One of the largest consumer-facing tax resolution firms in the U.S., focused on IRS audit defense, liens, and back taxes; overlapping service lines but more scaled marketing and operations model.
• Anthem Tax Services: Tax resolution and IRS controversy firm with a strong marketing footprint; competes in the same audit defense and tax debt resolution segments as Klasing's tax relief practice.

Broad incumbents

• Cherry Bekaert LLP: Top-30 U.S. accounting and advisory firm with a dedicated tax controversy practice; broader portfolio and deeper bench compete for mid-market audit and controversy work adjacent to Klasing's business tax services.
• BDO USA: Top-10 U.S. accounting and tax practice with a national tax controversy and IRS representation group; competes for larger corporate and high-net-worth engagements and offers scale the boutique cannot match.
• Marcum LLP: Top-20 U.S. accounting and advisory firm with a substantial tax practice including controversy and state/local tax; overlaps Klasing's business tax and California-anchored offerings with deeper geographic and service breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/dwklasing
• YouTubeyoutube.com/c/Klasingassociates-los-angeles-tax-attorney
• Facebookfacebook.com/Tax-Law-Office-of-David-W-Klasing
• LinkedInlinkedin.com/company/tax-law-offices-of-david-w--klasing

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tax Law Offices of David W. Klasing