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WHY CHOOSE US?

EXPERT WITNESS - MALPRACTICE

ABOUT MORGAN KING

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ABOUT MORGAN KING

CONTACTING US

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DOWNLOAD TAX FORMS

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LAW FIRM NEWS

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SOME OF OUR CASES

SOME OF OUR CASES

 WHY CHOOSE US?  

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MORGAN D. KING

ADVISING & DEFENDING TAXPAYERS
& CONSULTING FOR PROFESSIONALS


CONTACT & CONSULTATIONS
Office appointments or consult by phone
Consulting fee due at time of consultation
PAY IN ADVANCE ONLINE

TEL # (925) 829-6363
Fax # (925) 829-8724

e-mail us - click image at left
Or Use our e-mail "hotline" form

CLICK HERE TO PAY CONSULTING FEE (min. $425)

CONSULTING FEE 1-hour phone consult $425 min.
For other fees - including full analysis -
FEE SCHEDULE

   
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Law Offices of Morgan D. King
Attorneys & Counselors at Law
P.O. Box 2952
Dublin, CA 94568
     

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ADVISING & DEFENDING TAXPAYERS

FEE SCHEDULE

Consulting fees are variable and may be quoted on request
Representation is charged at the minimum rate of $425/hr. for Mr. King
Research, document review, investigation, fees variable and may be quoted on request.

A deposit in advance is always required
We accept most major credit cards

Typical fee range charged for various services are -

  • Offer-in-Compromise $2,500 min.
  • Tax discharge bankruptcy $2,500 to $10,000
  • Research a legal issue $1,000 min.
  • Litigation in tax court, bankruptcy court or federal district court $5,000 to $25,000 est.
  • Collection appeal or negotiation $1,500 to $15,000

 


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ADVISING & DEFENDING TAXPAYERS

OUR SERVICES 
 

SERVICES FOR TAXPAYERS -

Delinquent taxes
Tax liability disputes
Collection emergencies

General consulting for delinquent tax problems
Written legal opinion letters about your best ways to solve tax problems
Settlement of tax liabilities with offer-in-compromise
General representation in tax controversies
Penalty abatement
Innocent spouse defense
Responsible officer defense
Discharge of back taxes in bankruptcy
Release of liens
Advice with unfiled tax returns
Marital transmutation (separate property) agreements
Other remedies
PHONE TO ARRANGE CONSULTATION (925) 829-6363
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ADVISING & DEFENDING TAXPAYERS

WHY USE OUR LAW FIRM?

You see Mr. King himself

As a small boutique law firm, there is no army of junior flunkies you have to deal with. When you make an appointment with us, you see Mr. King himself.

Convenience

If necessary, Morgan King will see you during evening or weekend hours, as well as regular office hours.

A variety of options to solve your problem

Some law firms only do bankruptcy. Other firms do only offers-in-compromise. Some only do tax litigation. Mr. King offers all options, and will advise you on the best choice of remedy.

Experience

Morgan King has been practicing for over 30 years and has helped countless individuals and small businesses solve delinquent tax and consumer debt burden problems. Read more about Mr. King.

Expertise & reputation

Mr. King is a nationally recognized expert in solving delinquent tax problems. His book on discharging taxes in bankruptcy is used by thousands of lawyers. The IRS even requested an autographed copy! Other lawyers use King to give testimony in tax and bankruptcy malpractice cases! Mr. King conducts his own annual seminar, King Bankruptcy Academy, for tax lawyers and other professionals. Read more about Mr. King's expertise.

Free Information

King's firm, through its web site, provides more information than most firms to help you understand how to solve your delinquent tax problems.

Specializing

King's firm, Law Offices of Morgan D. King, limits its practice to only a few areas, including delinquent tax remedies, general consumer bankruptcy, and personal injury.

Nationwide network

When you retain King's law firm, you get not only an experienced lawyer, author and lecturer, but you also gain access to a nationwide network of lawyers who specialize in tax problems. King regularly consults with these professionals for advice on solving challenging problems.

 

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ADVISING & DEFENDING TAXPAYERS

THE CONSULTING PROCESS
FORMAL CONSULTATIONS

You call and make an office or phone consult appointment.
There will be a min. $425 consulting fee due at time of consultation. The office takes the credit cards shown above. We also accept cash, cashier's checks, or money orders: We do not accept personal or business checks for office consultations.
You should bring any relevant documents that you think will help us evaluate your situation. See our suggested list, below.
You will be asked to fill out a check-list questionaire, which takes about 15 minutes. You can fill it out online and send it ahead if you wish.
Mr. King will then meet with you and do a preliminary oral evaluation. The initial conference typically takes about an hour and a half.
In many cases, a more extensive evaluation will be required before Mr. King can give you a professional opinion about how to solve your tax problem. This may take anywhere from several days to several months. Typically, the evaluation process takes about 30 days.
Mr. King will then call you back into the office, or write you a letter explaining your options for dealing with the delinquent tax problem, and will usually recommend which option he thinks will have the best chance to achieve your objective.
In most cases, Mr. King is available to be retained to represent you and pursue the option you decide on. Representation will require an additional deposit on fees.

WHAT TO BRING TO THE CONSULTATION

If you will be visiting us for an office consultation, it will be helpfull if you bring the following with you:

All notices, correspondence, liens, levies, offers-in-compromise and other documents from any taxing agency for which you owe delinquent taxes;

Any bankruptcy documents you have if you filed a bankruptcy in the last 10 years;

Any divorce marital-property agreements done in the last 10 years;

If you are thinking about bankruptcy, a list of all of your creditors (people or other entities to whom you owe money). If your matter is an emergency, please include creditor addresses and approximate amounts owed for each. The list should include mortgages, car finance companies, taxes, leases and installment purchases that you still owe.

Any other documents you feel will help us evaluation your problem.

Fill out the online Questionaire and submit to Mr. King's office as far in advance of your appointment as possible.

And don't forget the consulting fee.

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 THE PROFESSIONAL'S SUBMIT FORM

 

 


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ADVISING & DEFENDING TAXPAYERS

SOME OF MORGAN KING'S CASES

IRS OWES OUR CLIENT!

In this case, the IRS originally claimed our client owed over a hundred thousand dollars in corporate payroll taxes. The IRS had already levied the taxpayer's bank account for almost $10,000. However, after a thorough interview with the client we were satisfied that he should not be held liable, because he had no knowledge that the taxes had not been paid, and the task of handling tax payments was typically done by others in the corporation, leaving some doubt as to our client's control over payments. In order to establish personal liability for payroll taxes the IRS must prove the taxpayer had personal knowledge of the tax debt, had the authority to authorize the payments, and willfully failed to do so. By the time we were through, the IRS had dropped its claim and admitted it owed the client a refund for the wrongfully seized bank account funds.

SECURED INCOME TAXES DISCHARGED

In this case, our client owed over a million dollars in delinquent income taxes arising from disallowed tax shelters. The client had gone to a big law firm in San Francisco and paid them a fortune to evaluate whether the taxes could be discharged in bankruptcy. After a huge amount of work, the big law firm wrote him a letter saying yes, the taxes were dischargeable, but the IRS had filed tax liens so the taxes were secured. Therefore, advised that law firm, it would be futile to discharge the taxes in bankruptcy because liens survive bankruptcy.

The taxpayer then came to us for a second opinion. After a thorough evaluation we agreed with the big city law firm that the taxes were dischargeable. However, their conclusion that the taxes were secured by the liens was way off the mark. In fact, most of the taxes were not secured because the liens were filed in the wrong counties, and those liens that were valid attached to virtually no property of the taxpayer. We bankrupted most of the $1 million, leaving about $25,000 secured, which the taxpayer paid off.

FRAUDULENT TAXES DISCHARGED IN CHAPTER 13

Our client had been assessed fraud penalties because the IRS had concluded that he had filed fraudulent tax returns. When the client filed a chapter 7 bankruptcy with another lawyer, he was disappointed to learn that fraudulent tax liabilities were not dischargeable in chapter 7. He consulted us for advice on what to do. Fortunately, we knew that although fraudulent tax claims are not dischargeable in chapter 7, they are dischargeable in chapter 13, which requires a small monthly payment for 36 months, and the rest is erased. We put him in Chapter 13 and erased the better part of $400,000 in unsecured tax liabilities.

If any experts out there are wondering how he could qualify for Chapter 13 with unsecured debts exceeding the debt limits for Chapter 13 under 11 U.S.C. § 109(e), it's because the taxpayer disputed the fraud claims. Ordinarily a mere dispute makes no difference as far as § 109(e) is concerned , but in this case determining whether the taxpayer was or was not guilty of fraud would require a full evidentiary hearing. As such, the claims were by definition unliquidated; section 109(e) only counts liquidated claims for eligibility purposes.

IRS NOMINEE CLAIM THROWN OUT OF COURT

The taxpayer had transferred title to his home to his sister almost twenty years ago, as part of a family arrangement when a family partnership was dissolved. But fifteen years later, the IRS filed a lawsuit in federal district court against the taxpayer and his sister, to enforce a “nominee lien” against the sister's house. A nominee lien is where the IRS claims the transfer of property was a sham done purely to keep it out of the hands of the tax collector.

It turned out the taxpayer had filed a bankruptcy a few years after transferring the house, and had not listed the house as an asset because he didn't think he owned it (since he had transferred title to his sister). If the IRS was correct, and our client still owned the house, then the house was still part of the client's bankruptcy estate (even after so many years had passed). If that were the case, then only the bankruptcy trustee has the legal right to go after the house. We filed a motion to dismiss the IRS lawsuit for nominee lien, on the ground that since the IRS had no legal right to go after the house, the court had no jurisdiction. The motion was granted.

 


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ADVISING & DEFENDING TAXPAYERS

ADVISING AND ASSISTING
TAX AND BANKRUPTCY PROFESSIONALS

EXPERT WITNESS

Mr. King offers services to the profession as an expert witness or consultant in bankruptcy malpractice cases involving the discharge of taxes.

DISCHARGEABILITY OF TAXES

Mr. King provides opinions to lawyers as to the dischargeability of their clients' tax liabilities.

EXPERIENCE AND EXPERTISE

Mr. King's background, experience and expertise may be viewed here.

CONSULTING AND WITNESS FEES


EXPERT WITNESS SERVICES

Morgan King has consulted and testified in a number of professional malpractice cases involving tax discharge issues in bankruptcy. Mr. King can testify as to the correct steps in handling a case, identify an error made by a lawyer in a case, and evaluate to what extent the error may constitute a failure to perform on the level of professionalism normally expected of a bankruptcy lawyer. Opinion or testimony may cover damages issues as well.

 


DISCHARGEABILITY OF TAXES

Tax professionals can retain Morgan King for an opinion on the dischargeability in bankruptcy of their clients' state or federal taxes, handling tax liens in bankruptcy, or other issues related to tax relief in consumer and small business bankruptcy cases.

The following steps are required -

1. Retainer fee

2. The opinion request submit form

3. A power of attorney signed by the taxpayer for IRS and state tax records.

NOTE: To download an IRS power of attorney, go to TAX FORMS DOWNLOAD and click on "Power of Attorney." You will have to obtain any relevant state tax power of attorney form, if applicable.


CONSULTING AND WITNESS FEES FOR PROFESSIONALS

General consulting in the area of discharge of taxes in bankruptcy is charged at the rate of $425/hr. A retainer fee is customarily requested. Fees for malpractice consulting and review of case history, documents and etc. are $425/hr with a $1,500 - $5,000 retainer fee. Deposition and trial testimony is $350/hr. with a $2,500 retainer fee. Retainer fees may be adjusted depending on complexity of the issues.

WE ACCEPT THE FOLLOWING CARDS:

CONTACT & CONSULTATIONS
Call for office or phone appointment

(925) 829-6363

Consultations may also be done by e-mail with fees paid by phone with and credit card