Taxation

Tax Preparation & Planning
in Monterey, California

Lori Silver, Attorney, LL.M. Taxation, CPA, Monterey, California

The Law Office of Lori Silver has a tax practice which prepares tax returns primarily for individuals, trusts and estates. She meets with clients annually to understand their specific situations and is knowledgeable about the myriad of tax deductions to minimize her clients’ taxes.

Lori also is a tax consultant, doing tax planning for individuals. This includes planning for wealthy individuals to reduce their income or estate taxes. Many clients don’t realize that taxes may be incurred as a result of a foreclosures. In the last several years, Lori has advised clients about these tax implications and made recommendations to reduce or eliminate income tax as a result of the cancellation of indebtedness.

  • Tax Preparation & Returns
  • Tax Planning & Reducing Taxes 
  • Home Foreclosure Tax Advice

Call for an appointment to discuss your tax preparation and planning needs.
(831) 375-3030

Lori Silver, Taxation Attorney, Monterey, CA

What Clients Say

From: Dr. Kenneth L. 
Re: Taxation Law & Tax Preparation
“Lori Silver, Attorney at Law LL.M. (Taxation) CPA, is a superb tax attorney whose expertise in taxation is unmatched in all aspects of taxation. Lori Silver gives easy to understand, clear, and concise explanations of tax laws. We’ve greatly benefited from her tax preparations over the years, thereby earning our complete trust and confidence in her competence as our tax attorney. Her skilled interpretation and accurate application of complex tax laws have greatly taken the stress out of the tax season. More important, she saved us a lot of money. We recommend Lori Silver highly to those who want to have expert tax preparation or audit service and, most of all, save money.” — Dr. Kenneth L.

Leslie Bruhn, client of Lori Silver, Attorney, Monterey

From: Leslie Bruhn
Re: Tax Preparation, Estate Tax Planning, etc.
“Lori Silver is great. I consider any client that works with her fortunate. Over the years, Lori and I have had overlapping clients. I may help them with their business, money and wealth strategies, but then I send them on to Lori for Estate Tax Planning, Offers in Compromise work and Audit and tax help. Our common clients say things like, ‘Lori is wonderful.’ ‘She explains things so even I understand.’ ‘She's got a welcoming office and staff.’ ‘I love working with her.’ It's a pleasure to have Lori on my team. And it is definitely my pleasure to refer people to her.” — Leslie Bruhn 

From: Dan & Sharon Downing
Re: Tax Preparation
“Thank you for another year of your fine tax preparation work. We do miss the face-to-face meetings. To us, they were an annual financial lesson / reminder. But by following your advice, we had enough money to move to where we really wanted to live.” — Dan & Sharon Downing