Law Office of Evan R. Alonzo
5.0
★★★★★
3 reviews
Evan R. Alonzo is an estate planning and tax attorney with JD and CPA licenses, serving San Jose and the Bay Area.
About
The Law Office of Evan R. Alonzo is at 650 North 1st Street, San Jose, California 95112.
Evan R. Alonzo has over a decade of legal experience helping individuals, families, and business owners with estate planning and tax matters.
Both licensed attorney AND CPA
Member of WealthCounsel national network
Direct attorney access (no junior staff)
Boutique personalized service
Services
Estate Planning
Comprehensive estate planning including living trusts, wills, powers of attorney, and healthcare directives.
Living Trust
Will
Pour-Over Will
Power of Attorney
Healthcare Directive
HIPAA Authorization
Probate Avoidance
Tax Controversy
Representation before IRS, California Franchise Tax Board, and US Tax Court.
IRS Audit
Tax Appeals
Tax Court
Trust Administration
Trust administration and funding services.
Trust Administration
Asset Funding
Deed Preparation
Credentials & Certifications
Attorney - California Bar 314077
Attorney - New York Bar 5338371
CPA - California 110155
Reviews
Rating
5
★★★★★
Reviews
3
"It was the first time I felt like someone truly understood my situation."
Frequently Asked Questions
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Location
Location of Law Office of Evan R. Alonzo, 650 N First St, San Jose, CA 95112 · View on Google Maps
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