Kim & Rosado LLP

Who the firm represents

Tax disputes with the federal government run on their own schedule, and they rarely wait for a convenient moment. Kim & Rosado LLP is a tax law firm with offices in San Jose, Walnut Creek, and San Francisco, California. The firm represents individuals, businesses, and organizations in federal tax controversies. That work includes IRS investigations, audits, and tax litigation.

The daily tasks here are practical ones. The firm releases levies, sets up installment agreements, and prepares offers in compromise. Each of these is a distinct route through the IRS collection process, and the right one depends on a taxpayer's finances and filing history. In my opinion, a firm that names these specific tools is telling you where it spends its time.

A background inside the IRS

The firm's account of its partners is worth reading closely, because it shapes the whole firm. According to the firm, all of its partners worked as advisers and litigators in the IRS Office of Chief Counsel. That office is the legal arm of the agency. Its lawyers guide revenue agents, advise on how the tax code applies, and represent the IRS in court.

The firm states that its partners hold nearly 40 years of combined experience inside that office. In those roles they assisted IRS revenue agents with audits, advised IRS Appeals Officers, and litigated cases before the U.S. Tax Court. One partner is described as having experience with the IRS Global High Wealth group, the unit that examines high-income taxpayers and the related entities connected to them. Lawyers who once argued the government's position tend to know how that position gets built, and that is the value on offer here.

What the service list covers

Tax controversy is the firm's core work, grouped on the site as tax audit and litigation representation. Around that, the firm offers tax preparation and planning, which keeps the same lawyers involved before any dispute starts. Tax resolution is a separate service line. It covers offers in compromise, installment agreements, and back tax filings, the three main ways a taxpayer settles what the IRS says is owed.

The firm also handles business and nonprofit legal support, along with trust and estate planning. These reach past tax alone, into how a company is formed and how an estate passes to the next generation. A client with a tax problem often has a business or an estate behind it. Keeping both under one roof has a plain logic, and it lets one firm see how a tax position affects the wider picture.

How the team is built

The site names six people, and the titles line up with the work. Anthony Kim and Nicholas Rosado are the partners, and the firm carries both their names. Gordon Gidlund and Peter Chang are listed as of counsel, a role that usually means experienced lawyers attached to the firm in a continuing capacity.

Two more names round out the group. Qianli Yang is the trust and estate counsel, which matches the estate planning service. Lisa Liu holds a business operations and legal support role, and that connects to the firm's business and nonprofit work. For details on each lawyer's admissions, degrees, and career history, a prospective client will want to reach the firm directly.

Who tends to bring these matters

The mix of services points to a particular kind of client. A business owner facing an audit needs someone who can argue the numbers in front of the IRS. A family settling an estate needs planning that holds up years later. Both of those show up plainly in the firm's service list, which suggests the range of people it hears from.

Tax planning and preparation are the calmer end of that work. A taxpayer who plans early can shape a transaction before it is taxed, which is quieter than a dispute but often handled by the same lawyers. Trust and estate planning follows a similar path, setting terms now so an estate transfers cleanly later. A firm that does both the planning and the controversy can carry what it learns from one into the other.

How these tax matters usually unfold

Because tax controversy is the firm's core, it helps to know how such a case generally moves. An audit starts with an IRS examiner requesting records and explanations for items on a return. If the examiner proposes changes a taxpayer disputes, the file can go to IRS Appeals, where a different officer reviews the position with fresh eyes. Cases that stay unresolved there can move on to the U.S. Tax Court, where the taxpayer files a petition and the matter becomes formal litigation.

Collection matters follow a separate track. An offer in compromise asks the IRS to accept less than the full balance, and it turns on a close look at income, assets, and future earning power. An installment agreement spreads the balance over months or years. As a reviewer, I read the firm's service list as a practical map of these stages. The audit is at one end and Tax Court litigation at the other, with the appeals process and collection options in between.