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Tax Planning

Tax Planning

Guidance through the complicated tax code.


Federal State and local tax

Many of the decisions a client needs to make in the areas of estate planning, nonprofit law, probate and trust administration are guided by the application of the California Revenue and Taxation Code and the Federal Internal Revenue Code. 

Types of tax issues that we routinely address are:

  • Audits

  • Federal Estate and Gift Tax Returns

  • California Property Tax

  • Income Tax Issues

  • Taxation of Trusts and Estates

  • Grantor Trusts

Visit FAQs for more information.


nonprofit tax law

Moravec, Varga & Mooney advise clients on all aspects of Nonprofit Tax Law from charitable gifts to the formation and running of charitable organizations such as Private Family Foundations. Moravec, Varga & Mooney has over 25 years of Nonprofit Tax Law experience and is able to help you navigate the complicated waters.  

Thinking of forming a charitable entity?  Moravec, Varga & Mooney can help. 


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legal entities taxation

A General Partnership, Limited Partnership, Limited Liability Company (“LLC”) and a Corporation each has its own operational characteristics, and critically, each has certain tax attributes, both for Federal and State income, as well as estate and gift tax. Knowledge of these intricate rules is critical to successfully advising clients which type of legal entity is best for them.  

Moravec, Varga & Mooney has over 25 years of experience in advising clients on the business and tax issues that apply to a client’s individual circumstances and working with the client to formulate a business structure that fits their individual needs.

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