Catherine Kauffelt
Attorney Specializing in Taxation
California
CA, United States District Court, Northern District of California, US Tax Court
"Catherine provided exactly what I was looking for!"
About
I help people and businesses during state and/or IRS audits - a taxpayer's worst nightmare. Not only do I help strategize and present your defense to the auditor in the most efficient manner possible, I am also here to support you during that stressful time. I have worked on dozens and dozens of audits, which includes a wide array of corporate tax credits, partnership income, state income apportionment, unfiled tax returns, cannabis dispensary cases involving Section 280E, and many other issues.
Additionally, I help people with the formation and… read more structuring for their businesses. I worked in mergers and acquisition tax, which allows me to provide advice based on your business concerns in order to minimize the tax implications for your business.
Further, I help businesses by providing efficient legal counsel, drafting business contracts as well as reviewing existing contracts.
upcounsel
experience
Practice Areas
Client Reviews
"Catherine provided exactly what I was looking for!"
Work History
Collective Inc.
Business Advisor
Sep 2021 - Present
Advise small business owners and freelancers on tax structure and entity formation.
PWC
Mergers and Acquisitions
Nov 2019 - Aug 2020
Advise both corporate and partnership clients on numerous complex transactions. Perform due diligence and draft reports to inform the client about material tax concerns. Review purchase agreements and related disclosures. Research and draft memos on complex tax issues. Advise public and private entities in tax structuring of public and private mergers, equity and asset acquisitions and disposition
EY
State and Local Tax
Aug 2018 - Oct 2019
Handled tax consulting and audit defense for large financial institutions, wealth asset management, and fin tech clients. Researched and drafted advisory memos. Advised clients on complex tax issues including: state income apportionment, income tax nexus, and tax consequences for numerous multifaceted transactions.
Lead of State Notices: Lead of all state notice work for wealth asset management cl
Andersen Tax
State and Local Tax
Aug 2016 - Aug 2018
Handle tax consulting and controversies for large, Fortune 100 corporations at both the state and federal level. Represent clients in disputes with state and local tax authorities. Research and draft advisory memos, petitions, protests, motions, direct examinations, and cross examinations. Advise clients on complex tax issues.
Representative Matters: Second chaired formal protest hearing regarding