We are conveniently located on the first floor at 3017 Douglas Blvd., Suite 105, Roseville, CA 95661. Petersen Law provides tax planning services, representation in tax controversies, assistance with tax debt resolution, estate planning, probate and trust administration. We work with our clients to develop estate plans that are unique to them and that carry out their goals and wishes.
We explain your options and design your plan around your goals. For those who need help with tax planning, past due taxes, tax controversy work, probate or trust administration, we are caring, compassionate and competent. With solid planning, you can have peace of mind for generations to come.
We explain your options and design your plan around your goals. For those who need help with tax planning, past due taxes, tax controversy work, probate or trust administration, we are caring, compassionate and competent. With solid planning, you can have peace of mind for generations to come.
Services
Petersen Law is a tax and estate planning law firm founded in 2009 and is dedicated to helping clients with tax planning, estate planning, and tax controversy matters at both the federal and state level. We offer our clients a system to keep your important documents safe and organized either in paper format or in an electronic vault.
Compliance Review: reviewing your obligations to tax authorities including 1099 reporting requirements, wage reporting obligations, income and franchise tax return requirements at the federal and state levels. Debt resolution of federal and state tax debts including tax liens, levies, offers in compromise, installment agreements, and pay off arrangements.
A Trust is a legal arrangement whereby one person, the Trustee, owns property given by another person, the Grantor (also referred to as a Settlor, Trustor, or Trust Maker) for the benefit of a third person, the beneficiary. One of the most common type of trusts is the "Revocable Living Trust." Revocable Living Trusts are fully revocable and amendable at the request of the Grantor.
The E-Learning Center contains educational materials about estate planning and income taxes. To view the available documents, select a category tab below. Description: This document explains how to turn a modest tax deferred account into millions for your family. Description: This document discusses why everyone needs an estate plan regardless of age or situation.
Reviews (2)
Richard Kaiser
Sep 27, 2020
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Jessica S.
Sep 25, 2019
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We went to this firm for estate planning. Debra was wonderful and walked us through the whole process. She is extremely knowledgeable and even teaches some law classes. She was able to explain it in a way we understood and could follow.
At the conclusion, we were given a box with all of our documents. Their system was mean not only to keep the trust organized but also to help us with other important documents. Helpful!! We were thankful for all of Debra's help.
At the conclusion, we were given a box with all of our documents. Their system was mean not only to keep the trust organized but also to help us with other important documents. Helpful!! We were thankful for all of Debra's help.
