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Results & Case Studies

Tax Defense Results & Case Studies.

We Don’t Just Talk. We Deliver.

Over twelve years of tax defense and tax strategy results for businesses, business owners, and high-net-worth individuals across California and nationwide.

Brotman Law — By the Numbers

Real Results for Real Clients

Saved in Tax Penalties & Interest

$ 0 M+

Clients Represented in an Audit

0 +

in ERC Tax Credits

$ 0 M+

Google Rating — 46 Reviews

4.5 ★

Appeal Victories

0 +

Corporate Transactions Advised

0 +

These numbers represent real clients and real outcomes. Read the case studies →

Featured Outcomes

Numbers That Knock You Out of Your Chair

Every case here is a real outcome for a real client. Names and identifying details have been changed to protect attorney-client privilege.

IRS Audit

$2.3M IRS Penalty Reduced to Zero

A San Diego small business owner received a CP2000 notice proposing $2.3M in penalties and additional tax. The IRS alleged unreported income across three tax years. We reconstructed the client’s records, demonstrated the discrepancies were the result of third-party reporting errors, and eliminated the entire proposed assessment.

ERC Recovery

$4.2M in ERC Credits Recovered for Restaurant Group

A multi-location restaurant group in Southern California had been told by their CPA that they didn’t qualify for the Employee Retention Credit. We analyzed their operations across all locations, documented the qualifying periods, and recovered $4.2M in credits that were rightfully theirs.

Criminal Tax Defense

Criminal Investigation Dismissed — No Charges Filed

IRS Criminal Investigation opened a case against a business owner suspected of willful tax evasion. The stakes were federal prison time. We intervened early, engaged strategically with the investigating agents, and presented evidence that dismantled the government’s case. The investigation was closed without charges.

California FTB

$890K FTB Assessment Reversed on Appeal

The California Franchise Tax Board hit our client — a real estate investor — with an $890K deficiency assessment based on a residency dispute. They claimed our client owed California income tax on nationwide earnings. We built a comprehensive domicile case and won a full reversal at the Office of Tax Appeals.

Exit Planning

$12M QSBS Tax Exclusion Secured for Tech Founders

Two co-founders of a San Diego SaaS company were preparing for a $40M+ acquisition. Without planning, they faced a seven-figure capital gains bill. We structured their exit around Section 1202 QSBS exclusions, securing $12M in completely tax-free gain — and they kept every dollar they earned.

Tax Debt Resolution

$1.8M in Back Taxes Settled for $127K

A business owner owed $1.8M to the IRS after years of unfiled returns and mounting penalties. Other firms had told him there was no way out. We filed the delinquent returns, built a compelling offer in compromise based on his reasonable collection potential, and the IRS accepted $127K as payment in full.

Client Results

What Our Clients Say

Real words from real clients. Identities protected under attorney-client privilege.

“The IRS was coming after my business for $2.3 million. My previous accountant told me to just pay it. Brotman Law told me to fight it — and they were right. They got the entire penalty thrown out. Not reduced. Eliminated. I’ve never seen a team work that aggressively on behalf of a client.”

$2.3M Penalty Eliminated

— Business Owner, San Diego

“Our CPA said we didn’t qualify for the ERC. Brotman Law looked at our situation and said we absolutely did. They recovered $4.2 million for our restaurant group. That money went directly into keeping our locations open and our employees paid. I can’t overstate how much that mattered.”

$4.2M ERC Recovered

— Restaurant Group Owner, Southern California

“When we sold our company, Sam’s team structured the deal so that $12 million of our gain was completely tax-free under QSBS. Our previous advisors never even mentioned it. The level of tax strategy knowledge at this firm is unlike anything I’ve encountered — and I’ve worked with Big Four firms.”

$12M Tax-Free Gain

— Tech Entrepreneur, San Diego

As Featured In & Recognized By

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